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

Supports employee benefits account renewals, marketing, underwriting coordination, financial reporting, provider network comparisons, and utilization analysis. Partners with account teams, carriers, and vendors to gather information, evaluate plan options, prepare renewal summaries, manage deadlines, validate responses, and support client maintenance projects. Maintains accurate agency management system data and may review team members’ work for completeness.

Supports employee benefits account teams with insurance renewal analysis, marketing, financial summaries, plan comparisons, negotiation preparation, client maintenance, and final renewal documentation. The role gathers and validates client information, coordinates with carriers and vendors, evaluates renewal responses, maintains accurate agency management system data, and prepares analytical materials for account presentations. It also manages multiple deadlines and ongoing client projects while providing technical and administrative support.

Provides financial analysis and decision support to operating leadership through management reporting, financial modeling, forecasting, budgeting, variance analysis, and data reconciliation. Leads planning processes, interprets financial results, identifies trends and outliers, partners with IT on financial systems, and implements process improvements to improve accuracy and efficiency.

Manages service delivery for large commercial insurance accounts, supports producers with renewals and new business, markets and negotiates coverage, prepares proposals, binds policies, reviews contracts, assists with claims, resolves billing issues, and maintains accurate agency management records. Provides client service, technical guidance, and retention support while ensuring licensing and continuing education requirements are met.

Provides regional guidance on voluntary benefits program design, RFPs, carrier quotes, client recommendations, enrollment, implementation, communications, data interfaces, and post-implementation service issues. Partners with account management teams and carriers while maintaining accurate agency-management data and staying current on voluntary benefits trends.

Manages customer accounts receivable, credit risk assessment, credit limits, collections, credit policies, and risk mitigation tools. Communicates with overdue buyers and clients, approves qualifying orders, prepares credit and collection reports, and collaborates with Sales, Collections, and Credit Reporting teams. Maintains accurate agency management system data and provides customer-focused credit and accounts receivable service.

Supports insurance agents and marketing departments by promoting product portfolios, developing marketing plans, providing product and technical training, recruiting and servicing agents, monitoring compliance and sales requirements, managing agent rosters and contact records, and assisting with special projects. The role handles high-volume agent communications, provides coaching, supports contracting and certification processes, and helps agents adopt SMS technology and enrollment tools.

Manages OCIP and CCIP wrap-up insurance programs, supporting client accounts, renewals, new business development, marketing, proposals, negotiations, and carrier or agent inquiries. Coordinates with producers, clients, contractors, and insurance markets; analyzes exposures, prepares specifications and presentations, maintains accurate agency system data, and provides customer service. Requires an insurance license, continuing education, strong communication and organizational skills, and proficiency with Microsoft Office and WrapX.

Supports producers and account managers with new business, renewals, and daily employee benefits account services. Responsibilities include preparing census files, processing individual and group applications, drafting correspondence, responding to client and carrier inquiries, coordinating resources, maintaining accurate agency management system data, and providing exceptional customer service. The role requires strong communication, organization, problem-solving, teamwork, and Microsoft Office skills.

Manages an employee benefits insurance book of business, client relationships, renewals, new business development, carrier negotiations, coverage analysis, and service teams. Serves as the primary client contact, presents renewal recommendations, sells additional coverage, resolves benefit and claims issues, manages vendor relationships, supports RFPs, and ensures accurate agency system data and fee collection.