Top Tech Jobs & Startup Jobs in San Francisco Bay Area, CA

Gather and analyze prospect coverage data, prepare risk evaluations, interpret carrier contracts, recommend coverage, negotiate with HNW carriers, generate referrals, meet new business goals, and maintain records in Salesforce and EPIC while ensuring regulatory and internal compliance.

The Business Development Associate will focus on driving sales growth, engaging with potential clients, and supporting the business development team.

Serve as primary client contact to manage relationships, coordinate service delivery, support renewals and growth, and contribute to performance-based goals. Compensation includes base salary and potential performance incentives; benefits include health, tuition assistance, and retirement programs.

Support client service team on renewals and day-to-day benefits administration: gather census and claims data, prepare RFPs, analyze market proposals, maintain client and carrier records, coordinate enrollments and implementations, liaise with carriers to resolve coverage/claim issues, and maintain agency systems and required licenses.

The Sales Consultant will develop a prospecting plan, build relationships to convert prospects into clients, and drive revenue growth through strategic sales efforts.

The Client Manager is responsible for managing client relationships, ensuring satisfaction, and potentially driving performance-based incentives.

The Benefit Analyst supports the Client Service Team by managing client data, facilitating the renewal process, and ensuring effective communication with clients and carriers.

As a Senior Private Client Advisor, you will analyze client risks, recommend insurance products, manage client relationships, and drive business growth through referrals, focusing on personalized service and compliance with regulations.