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13 Days AgoSaved
In-Office
Costa Mesa, CA, USA
60K-100K Annually
Senior level
60K-100K Annually
Senior level
Fintech • Software • Financial Services
Manages commercial insurance accounts by maintaining policies, servicing clients, reviewing coverage and exposures, coordinating quotes and proposals, handling claims, monitoring carriers, and supporting retention and renewal goals. The role also identifies cross-selling opportunities, maintains client records, ensures regulatory and licensing compliance, and mentors junior team members. Strong communication, analytical, accounting, technology, and problem-solving skills are required, along with commercial insurance experience and Property and Casualty licensing.
Top Skills: Agency Management SystemsApplied EpicMS Office
13 Days AgoSaved
In-Office
3 Locations
Mid level
Mid level
Fintech • Software • Financial Services
Manages new business and renewal placements for commercial insurance accounts. Responsibilities include exposure analysis, submission preparation, quote and coverage evaluation, carrier negotiation, policy review, proposal development, client presentations, and coverage gap recommendations. The role collaborates with client advisors, account service teams, carriers, wholesalers, and risk specialists while maintaining licensing compliance and managing multiple deadlines.
Top Skills: AcordEpicExcelMS OfficeMicrosoft Word
13 Days AgoSaved
In-Office or Remote
8 Locations
Mid level
Mid level
Fintech • Software • Financial Services
Manages new business and renewal placement processes for middle- to large-market insurance accounts. Responsibilities include exposure analysis, submission preparation, quote evaluation, coverage negotiation, policy review, proposal development, carrier relationship management, and client-specific coverage recommendations. The role collaborates with client advisors, account service teams, carriers, wholesalers, and risk specialists while maintaining licensing compliance and handling confidential information.
Top Skills: Acord ApplicationsCarrier Rating SystemsComparative Rating ToolsEpicExcelMS OfficeMicrosoft Word
14 Days AgoSaved
In-Office
2 Locations
17-20 Hourly
Junior
17-20 Hourly
Junior
Fintech • Software • Financial Services
Provides administrative and operational support for workers’ compensation claims. Responsibilities include maintaining digital claim files, processing data corrections, completing audits and Medicare queries, supporting medical authorization and utilization review, coordinating vendor referrals, reviewing liens and subpoenas, managing claim closures and reassignments, communicating with WCAB, and assisting adjusters and payment processing.
Top Skills: Cms Cob&RImagerightMaximusMicrosoft Office SuitePowersuiteRising
15 Days AgoSaved
In-Office
Melbourne, FL, USA
Entry level
Entry level
Fintech • Software • Financial Services
Processes new business submissions, policy endorsements, billing tasks, change requests, and online rating setup. Provides customer service support, communicates with internal and external contacts, follows detailed procedures, and manages daily operational workflows accurately in a fast-paced environment.
Top Skills: AdobeGoogle ChromeMicrosoft EdgeExcelMS OfficeMicrosoft Word
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15 Days AgoSaved
In-Office
4 Locations
85K-115K Annually
Mid level
85K-115K Annually
Mid level
Fintech • Software • Financial Services
Supports Workday Financial Accounting and record-to-report processes, including general ledger, close, consolidations, reconciliations, troubleshooting, configuration improvements, testing, release updates, and process optimization. The role documents requirements, coordinates user acceptance testing, develops training and procedures, monitors close-cycle data, supports change management, and leads finance systems projects in partnership with Accounting, Finance, and cross-functional stakeholders.
Top Skills: ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft WordWorkday
Reposted 15 Days AgoSaved
In-Office or Remote
5 Locations
110K-149K Annually
Senior level
110K-149K Annually
Senior level
Fintech • Software • Financial Services
Supervises commercial insurance placement specialists and manages carrier relationships for small and mid-sized accounts in California. Oversees new and renewal remarketing, submissions, negotiations, risk analysis, policy reviews, and compliance with underwriting guidelines. Partners with sales and service teams, monitors placement KPIs, supports business development, and drives process improvement and technology adoption using AURIS and EPIC. The role requires leadership, property and casualty expertise, and up to 25% travel.
Top Skills: AurisEpic
Reposted 15 Days AgoSaved
In-Office
4 Locations
110K-149K Annually
Senior level
110K-149K Annually
Senior level
Fintech • Software • Financial Services
Supervise commercial insurance placement staff, manage carrier relationships, and oversee new and renewal account placement. Analyze submissions, exposures, hazards, policies, and underwriting guidelines while ensuring regulatory and authority compliance. Partner with sales and service teams on marketing strategies, negotiate with carriers, monitor KPIs, prepare property and casualty submissions, and drive process improvement and technology adoption. The role also supports team development, client relationships, operational efficiency, and carrier performance reporting.
Top Skills: AurisEpic
Reposted 16 Days AgoSaved
In-Office
3 Locations
Senior level
Senior level
Fintech • Software • Financial Services
Manages complex commercial insurance accounts as the primary client contact, overseeing service delivery, renewals, placements, coverage negotiations, documentation, and client strategy. Mentors account staff, partners with producers and account executives, identifies risks and coverage gaps, and drives retention, referrals, account growth, and continuous service improvement. The role requires an active insurance license, advanced insurance expertise, strong organizational and communication skills, and 7–10 years of industry experience.
Top Skills: Agency Management SystemsExcelMicrosoft PowerpointMicrosoft Word
16 Days AgoSaved
Hybrid
2 Locations
100K-250K Annually
Junior
100K-250K Annually
Junior
Fintech • Software • Financial Services
Drive new business and revenue growth for employee benefits solutions by building pipelines, acquiring clients, managing relationships, meeting sales quotas, and identifying upsell opportunities. Use CRM, analytics, predictive insights, and AI tools to prioritize prospects, manage sales cadences, forecast revenue, conduct market research, and develop tailored proposals with service and marketing teams.
Top Skills: Analytics PlatformsArtificial IntelligenceCRMPredictive AnalyticsSales Enablement Tools
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