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    Account Manager - Commercial Lines - Orange, CA

    Brown & Brown Program Insurance Services, Inc.
    Location: Orange, CA

    Job Summary:

    CalSurance Associates is a leading E&O insurance broker for Life & Health and Property & Casualty Insurance professionals. We provide insurance brokerage and program administration services to some of the largest insurance firms in the United States. As the originator of large group E&O programs for insurance agents, we have over fifty years of experience delivering customized insurance solutions to insurance agents, agencies, and organizations. 

    This is a Commercial Lines Account Manager position supporting one or more Producers in marketing and servicing professional liability insurance. College degree and experience placing or underwriting financial insurance institutions E&O and D&O is highly preferred.

     

    Responsibilities:

    • Develops and oversees service plans for each client (sponsoring company) determining and understanding the needs and requirements of the sponsor.  Ensures proper resources from within the office are involved with the client.  Plans, organizes and leads mid-year review and other internal meetings related to the service plan.
    • Attends client meetings with Producer to lead discussion on specified agenda items.
    • Supervises and reviews the preparation of marketing submission packages to obtain quotes on new and renewal business.  Coordinates and monitors the marketing of accounts; negotiates terms and pricing with carriers.
    • Assigns the preparation of proposals, enrollment material, master certificates, loss prevention materials and guides; reviews the work product of Account Specialists to ensure accurate and timely completion.
    • Develops and oversees the implementation of program communication strategies to generate growth in enrollment for voluntary direct enrollment accounts.  Monitors utilization of on-line processing systems.
    • Plans and organizes periodic claim review meetings with client and carrier claim department (or Lancer Claims Services as applicable).  Reviews large loss notices and disclaimers; brings potential issues to attention of Producer and CalSurance management immediately.
    • Reviews policies and midterm coverage endorsements for accuracy and conformance to quotation.   
    • Reviews the work of Account Specialists and ensures the accuracy of all account level financial records/ reporting including reconciliations, premium invoicing, surplus lines taxes, broker fee obligations, etc.


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    Account Manager - Remote

    Pacific Resources Benefits Advisors, LLC
    Location: Dallas, TX

    Job Summary:

    Brown & Brown, Inc. is an independent insurance intermediary that through its licensed subsidiaries provides a variety of insurance products and services to corporate, public entity, institutional, trade, professional, association and individual clients. Headquartered in Daytona Beach, Florida, offices are located across the United States, with products and services offered through four major business divisions. We are listed on the NYSE as BRO. Our corporate culture is built on vision, speed, agility and strength that allows us to thrive in the very competitive insurance environment. This unique culture has enabled us to quickly chase down new opportunities, adapt our products and services to best meet market demands, and satisfy our many and varied clients. Our drive to be the best has made Brown & Brown one of the largest and most respected independent insurance intermediaries in the nation, with 75 years of continuous service. 

     

    The Account Manager role supports Account Executives and works collaboratively with other members of the Account Management Team on an assigned book of business to execute the strategy deliverables for the client. The Account Manager is the primary contact for our clients in managing day-to-day issue resolution and is responsible for monitoring all tasks and deliverables, fielding client inquiries and maintaining all project plans.

     

    Responsibilities:

    • Establish strong relationship with clients and insurance carriers.
    • Act as a point of reference for our clients regarding all aspects of their insurance plans.
    • Marshal the appropriate resources to resolve client issues.
    • Demonstrate Group insurance expertise and superior level of knowledge when assisting them with insurance plan questions and issue resolution.
    • Prepare Requests for Proposal (RFP) and Requests for Information (RFI), including coordination of insurance carrier proposals, preparation of Executive
    • Summaries, timeline monitoring and participation in the implementation process.
    • Oversee the maintenance of current and historical plan designs, process maps, rates, plan documents and other pertinent client information in Pacific
    • Resources’ client database to maintain the integrity and accuracy of the system
    • Perform certificate and contract reviews and plan design analyses
    • Attend and participates in claim audits
    • Identify, assess, resolve, and/or escalate issues, concerns or challenges as needed.

     



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    Claims Adjuster - Orange, CA

    Brown & Brown Program Insurance Services, Inc. (Lancer Claims Services)
    Location: Orange, CA

    Job Summary:

    Lancer Claims Services is a leading national third party claims administrator with over 35 years of experience providing innovative claim management solutions. We specialize in the handling of liability insurance claims with an emphasis on errors and omissions claims. Our claims adjusters are comprised of highly skilled insurance claim professionals and lawyers who understand the underlying business of the insured and the legal and regulatory environment under which the professional or firm operates.

     

    Lancer Claims Services has an opening for a Claims Adjuster. The chief duty of the Claims Adjuster is to adjust difficult losses for the program to which she/he is assigned. 

     

    Responsibilities:

    • Assess large exposures, draft reports to carriers.
    • Exercise judgment in applying legal liability to assigned claims.
    • Research applicable coverage for our insureds.  Document coverage dates, limits and restrictions.
    • Identify and resolve any potential coverage questions.  Draft reservation of rights and coverage denials for review and approval by the Coverage Senior Adjuster.
    • Conduct competent claims investigation and secure supporting documentation for assigned claims.
    • Handle claims within guidelines of the Fair Claims Practices 790.03.
    • Assign defense counsel to answer and defend lawsuits when appropriate.  Monitor and direct defense counsel, independent adjusters, and experts.
    • Identify claims with potential exposure in excess of authority and advise the Claims Supervisor/Team Lead.
    • Provide insureds, claimants and sponsoring companies with regular updates on status of file handling.
    • The Claims Adjuster is involved in complicated programs that generate high awareness among the client, the underwriting carrier, the sponsoring company.  She/he will often be called upon to make presentations to these groups.


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    Compliance Reviewer - San Diego, CA

    Arrowhead General Insurance Agency, Inc.
    Location: San Diego, CA

    Job Summary:

    Arrowhead General Insurance Agency, Inc. is seeking an exceptional individual who will be responsible for reviewing financial statements and related reconciliations to ensure appropriate completeness, accuracy, and timeliness. Sufficient review should be in compliant with Company policies and accounting guidelines.

     

    Responsibilities:

    • Review the month end close process.
    • Review journal entries performed by the accounting staff.
    • Work with internal information systems programs to help automate the accounting process.
    • Perform detailed review of various balance sheet account reconciliations in accordance with deadlines.
    • Maintain a documented system of accounting policies, procedures, and practices
    • Responsible for ensuring compliance with SOX and the internal control requirements of Brown & Brown Inc.
    • Coordinate and responsible for internal, external and carrier audits.
    • Ensure that reported results comply with generally accepted accounting principles.
    • Responsible for performing ad hoc financial analysis and other requested analysis by Divisional CFO, senior leadership, PCL’s, Cost Center Leaders or B&B Corporate Finance.
    • Develop a strong understanding of operations & impact on financial results
    • Solid understanding of Brown & Brown accounting guidelines, control processes, and systems (financial and policy admin. management) and ability to effectively apply it in a variety of business scenarios.
    • Demonstrate the ability to function as a value-added business partner.
    • Strong acumen in financial statements (Balance sheet, Income Statement, cash flows), business case analysis, and financial controls.

     

     



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    Field Investigator - Orange County, CA

    American Claims Management, Inc.
    Location: Orange County, CA

    Job Summary:

    We are seeking a field investigator with both workers’ compensation and auto investigations experience. This position will work in the Los Angeles area. This candidate needs to be able to work independently and have prior experience working in the field. 

     

    Responsibilities:

    • Field investigation of insurance claims. Make independent decisions based on investigation conducted.
    • Manage caseload of field investigations, assisting clients and Examiners in the investigation, mitigation and deterrence of insurance fraud.
    • Desk investigation of insurance claim, to include claim file review and utilization of internet and database searches to locate subjects and conduct telephonic interviews.
    • Complete field investigations to include interviews, scene investigations and locating of witnesses
    • Work closely with claims staff, clients, defense counsel and other vendors in the investigation and creation of investigative action plans on assigned claims.
    • Manage assignments, ensuring that time is appropriately allocated/billed to claim files, within department and client guidelines.
    • Prioritize cases and projects in order of importance, allocating time accordingly.


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    Financial Operations Review Analyst - San Diego, CA

    Brown & Brown, Inc.
    Location: San Diego, CA

    Job Summary:

    American Claims Management, Inc. is seeking a motivated Commercial Claims Adjuster to join our San Diego, Ca team! The ideal candidate will have 5 or more years of experience handling either commercial general liability, professional liability or commercial property experience. This is an intensive, decision making, position handling complex general liability or property claims for specialty risk clients.

     

    Responsibilities:

    • Manage and control risk for specialty risk clients in a variety of different business fields
    • Ability to interpret policy language and provide coverage analysis
    • Demonstrate ability to manage legal defense and handle time-sensitive matters
    • Manage complex claims at every angle including litigation, coverage, damage analysis, experts, reserving, subrogation and risk transfer
    • Prepare detailed reports and recommendations to clients
    • Analyze legal and claim trends, and work with defense or coverage counsel
    • Understanding of legal terms
    • Ability to review and interpret estimates (for property position)

     



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    Human Resources Analyst - 1-3 Years Experience - Based out of Syracuse, NY

    Brown & Brown, Inc.
    Location: Syracuse, NY

    Job Summary:

    Brown & Brown’s business model includes an Internal Operations Review Team. This position is responsible for assistance with reviewing all human resource activities throughout our 200+ locations over a 2-3 year period. Up to 50% travel will be required. Initial relocation to Syracuse, NY is required for the 2-3 year period. After successful development within the Brown & Brown business culture and execution of key job elements during this timeframe, this position would roll-out to a position in one of our many subsidiary offices or with our corporate team, either of which may require relocation within the U.S.

     

    Primary Responsibilities:

    • Responsible for reviewing all human resource activities to include employment, compensation, benefits, and training and development for all existing offices.
    • Develop and maintain relationship with internal operating divisions.
    • Assist with FLSA evaluations of job positions of all existing offices.
    • Assist with transition of documentation of job positions and job evaluation systems for all existing offices.
    • Analyze and review payroll processes.
    • Provide advice, assistance and follow-up on company policies, procedures, and documentation.
    • Recommend and advise on maintenance of human resource, payroll, and benefits systems.
    • Recommend policy and procedural improvements for all existing offices.
    • Other duties as assigned.

     

    Please specifically list the job title "Human Resources Analyst - 1-3 Years Experience" and your name in the subject line of your email.



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    Human Resources Auditor

    Brown & Brown, Inc.
    Location: Nationwide

    Job Summary:

    Brown & Brown’s business model includes an Internal Operations Review Team. This position is responsible for assistance with reviewing all human resource activities throughout our 200+ locations over a 2-3 year period. Up to 50% travel will be required. Initial relocation to Syracuse, NY is required for the 2-3 year period. After successful development within the Brown & Brown business culture and execution of key job elements during this timeframe, this position would roll-out to a position in one of our many subsidiary offices or with our corporate team, either of which may require relocation within the U.S.

     

    Responsibilities:

    • Responsible for reviewing all human resource activities to include employment, compensation, benefits, and training and development for all existing offices.
    • Develop and maintain relationship with internal operating divisions.
    • Assist with FLSA evaluations of job positions of all existing offices.
    • Assist with transition of documentation of job positions and job evaluation systems for all existing offices.
    • Analyze, auditor and review payroll processes.
    • Provide advice, assistance and follow-up on company policies, procedures, and documentation.
    • Recommend and advise on maintenance of human resource, payroll, and benefits systems.
    • Recommend policy and procedural improvements for all existing offices.

     

    Please specifically list the job title "Human Resources Auditor - 1-3 Years Experience" and your name in the subject line of your email.



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    Human Resources Leadership Program - Syracuse, NY

    Brown & Brown Insurance, Inc.
    Location: Syracuse, NY

    Job Summary:

    Brown & Brown Insurance Inc.’s Human Resources Leadership Program allows individuals to learn about Human Resources in the insurance industry while growing and developing the skills necessary to be a leader within our ever-growing company. The Leadership Program is a two-to-three year training program based in Syracuse, NY designed to prepare individuals for a successful future within Brown & Brown. Teammates in the Leadership Program travel to many of our 200+ decentralized locations performing audits based on processes and procedures within the Human Resources discipline. This unique opportunity provides our future leaders the chance to network with senior leadership across the company while exploring multiple offices across our four divisions and find the perfect opportunity.

     

    Initial relocation to Syracuse, NY is required for the two-to-three year period. After successful development within the Brown & Brown business culture and execution of key job elements during this timeframe, this position would roll-out to a position in one of our many subsidiary offices or with our corporate team, either of which may require relocation within the U.S.

     

    Responsibilities:

    • Responsible for reviewing all human resource activities to include employment, compensation, benefits, and training and development for all existing offices.
    • Develop and maintain relationship with internal operating divisions.
    • Assist with FLSA evaluations of job positions of all existing offices.
    • Assist with transition of documentation of job positions and job evaluation systems for all existing offices.
    • Analyze, auditor and review payroll processes.
    • Provide advice, assistance and follow-up on company policies, procedures, and documentation.
    • Recommend and advise on maintenance of human resource, payroll, and benefits systems.
    • Recommend policy and procedural improvements for all existing offices.

     



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    Insurance Account Specialist - Orange, CA

    Brown & Brown Program Insurance Services, Inc.
    Location: Orange, CA

    Job Summary:

    CalSurance Associates is a leading E&O insurance broker for Life & Health and Property & Casualty Insurance professionals. We provide insurance brokerage and program administration services to some of the largest insurance firms in the United States. As the originator of large group E&O programs for insurance agents, we have over fifty years of experience delivering customized insurance solutions to insurance agents, agencies, and organizations. 

     

    The Account Specialist provides support to the Senior Account Specialist, Account Executive and Management in servicing Accounts.

     

    Responsibilities:

    • Invoicing of direct enrollment accounts.
    • Preparing Reports, spreadsheets and conducting analysis on large accounts.
    • Insurance claim coverage verifications.
    • Monthly premium reporting to the insurance carriers.
    • Work with accounting on resolution of certain account payment issues.
    • Surplus lines filings and paperwork.
    • Set up of client binders.
    • Formats standard enrollment material.
    • Premium finance agreements.
    • Special projects as assigned by Operations Supervisor, Account Executives, Vice President, Marketing & Operations.
    • Process endorsements generated by premium reporting.
    • Monthly enrollment summaries to clients.
    • Distribute copy of policy to Lancer and Client Services.
    • Special Insurance Certificate handling and coordination.
    • Help coordinate Team CSR Account activities as required.
    • Help Coordinate IT projects for Operations Supervisor, Account Administrators and Managers.

     



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    Insurance Operations Senior Analyst - San Diego, CA

    Brown & Brown, Inc.
    Location: San Diego, CA

    Job Summary:

    Brown and Brown is looking for success-oriented team members who want to join one of the largest and most respected insurance intermediaries in the nation As Insurance Operations Review Analysts, we travel to 200+ profit centers to perform detailed process and procedure reviews that help ensure our programs are positioned for successful business execution. You will be joining the Insurance Operations West team, a programs- centric team expected to utilize insurance knowledge, underwriting curiosity, and detail orientation to deliver increased value to our National Programs Division. Career growth is a priority for us and we pride ourselves on how we position our team members to grow professionally and learn about the company and the industry. We want team members with the potential to grow their skills and careers within Brown & Brown both laterally and upward.

     

    The Senior Analyst on the IO West team will be expected to consistently demonstrate leadership behaviors and competencies, acting as a coach & mentor to others whenever appropriate. Our ideal candidate has excellent interpersonal skills and will lend their experience and knowledge to grow the skills and effectiveness of teammates and Profit Centers while simultaneously “rolling up their sleeves” to work on detailed review work.

     

    Responsibilities:

    • Leading and Assisting in Insurance Operations Reviews of Programs and Services offices regularly, while assisting with Brokerage and Retail reviews as needed.
    • In-depth research on various program business operations to ensure optimal review outcomes
    • Participation in follow-up reviews for Profit Centers requiring additional consultation.
    • Submission of reports and responses to legal department for each office reviewed
    • Participation in special projects and assistance for other corporate departments as necessary
    • Remaining informed of industry developments through review of trade publications, maintenance of related manuals and meeting participation
    • Participation in annual departmental planning meeting and other meetings as necessary
    • Performing other specific duties and projects as assigned by leadership
    • Pursuing a program of personal and professional development through the completion of educational and departmental goals.

     



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    Insurance Technical Assistant - Stockton, CA

    Hull & Company, Inc.
    Location: Stockton, CA

    Job Summary:

    Hull & Company, Inc. a National Insurance Wholesale Broker & MGA, is seeking highly motivated Insurance Technical Assistant for its Northern California office in Stockton, CA. Position duties will include, but not limited to, assisting with the processing & compiling of electronic documents, preparing insurance policies & endorsements, administrative support with the underwriting & sales process within the commercial lines department.

     

    Prior insurance experience is highly desired but not required. More importantly, we are seeking those candidates who have demonstrated office experience in an equally detail oriented and fast paced setting.

     

    We are a merit based company, hard work & performance is recognized & rewarded in this office. High performers for these positions tend to be analytical, intuitive, and possess generally good business instincts & critical thinking skills.

     

    We fully support Insurance Education for additional growth & advancement. Those candidates with prior insurance coursework are highly encouraged to apply.

     

    Hull & Company offers a competitive salary and an excellent employee benefits package including 8 holidays/year, vacation, medical, dental, flexible spending accounts, life insurance, disability coverage, educational assistance, Employee Stock Purchase Plan, and a 401k Plan.

     

    For over 50 years, Hull & Company has provided a wide variety of commercial products from the top specialty carriers in our business. Thanks to the successful relationships with many of the finest retail agents & brokers in America, we have grown into one of the largest companies of our kind. We are guided by strong ethics, honesty & professionalism. Our goal is to deliver specialty insurance products that retail agencies need at the most competitive terms, with financially sound carriers, on a timely basis.



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    Nurse Case Manager - San Diego, CA

    American Claims Management, Inc.
    Location: San Diego, CA

    Job Summary:

    Brown & Brown, Inc. is an independent insurance intermediary that through its licensed subsidiaries provides a variety of insurance products and services to corporate, public entity, institutional, trade, professional, association and individual clients. Headquartered in Daytona Beach, Florida, offices are located across the United States, with products and services offered through four major business divisions. We are listed on the NYSE as BRO. Our corporate culture is built on vision, speed, agility and strength that allows us to thrive in the very competitive insurance environment. This unique culture has enabled us to quickly chase down new opportunities, adapt our products and services to best meet market demands, and satisfy our many and varied clients. Our drive to be the best has made Brown & Brown one of the largest and most respected independent insurance intermediaries in the nation, with 75 years of continuous service. 

    American Claims Management, Inc. is seeking a Nurse Case Manager to perform initial and ongoing clinical assessment and evaluate need for alternative treatment for automobile or Workers Compensation accidents.

     

    Responsibilities:

    • Performs initial and ongoing clinical assessment by telephone calls to client (injured party), insured, physician and attorney as indicated.
    • Creates a case management plan, implement plan and assess for outcomes communication with all parties to reach desired goals and objectives and evaluate need for alternative treatment.
    • Negotiates appropriate level and intensity of care and disability duration with providers through use of medical and applicable guidelines, adhering to quality assurance standards.
    • Measures interventions to determine the outcomes of the case manager's involvement to include clinical and financial outcomes; maintains accurate records of management of case including costs, savings and demographic data. 
    • Provides case direction and supervision to field case specialists when on-site intervention is required; ensures quality and appropriate service delivery
    • Prior utilization review experience
    • Communicates effectively with handling claims examiner, client, insured, physician, attorney and supervisor.

     



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    Office Administrative Assistant - Irvine, CA

    Hull and Company, LLC
    Location: Irvine, CA

    Job Summary:

    Hull and Company, LLC, a National Wholesale Insurance Broker is seeking an Office Administrative Assistant to join our Irvine, CA office. 

     

    Responsibilities:

    • Answer all main line phone calls throughout the day and direct the caller to the proper individual/team
    • Receive & process all mail and accept & distribute postal packages
    • Ensure all checks received are kept in appropriate check log and copies are made prior to giving to the accounting department to process funds
    • Verify check totals and bring to the bank to deposit
    • Process New Business submissions and sendto the correct underwriter/team
    • Process Vendor Bills/Claims and Policy Forms 
    • Reception of guests and maintenance of a clean and professional common area
    • Assist with Producer Maintenance
    • Ordering supplies for the office

     



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    P&C Underwriter - Stockton, CA

    Hull & Company, LLC.
    Location: Stockton, CA

    Job Summary:

    Hull & Co. is seeking an experienced, highly motivated P&C Underwriter for its Stockton, Ca. office. Position duties will include, but not limited to, assisting with commercial lines renewal underwriting, joint marketing trips with senior underwriters, negotiating rates and terms with carriers. Other responsibilities include discussing coverage & forms with retail customers, assisting with the sales process on new & renewal business. Prior insurance coursework is preferred; participation in designation programs is recognized in this office and is highly encouraged for growth & advancement.

     

    Familiarity with Wholesale or MGA contracts is also preferred – this office partners with Scottsdale, Markel, General Star, Colony, Nautilus and others - experience with these carriers is helpful but not required.

     

    For over 50 years, Hull & Company has provided a wide variety of commercial products from the top specialty carriers in our business. Thanks to the successful relationships with many of the finest retail agents & brokers in America, we have grown into one of the largest companies of our kind. We are guided by strong ethics, honesty & professionalism. Our goal is to deliver specialty insurance products that retail agencies need at the most competitive terms, with financially sound carriers, on a timely basis.

     



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    Renewal Underwriter - Personal Lines - Irvine, CA

    Hull & Company, LLC.
    Location: Irvine, CA

    Job Summary:

    Hull & Company, LLC , a National Wholesale Broker & MGA, has experienced tremendous growth and has now developed an opportunity for a highly motivated Personal Lines Renewal Underwriter for its Irvine, CA office.  

     

    Position duties will include, but are not limited to, assisting with renewal underwriting of high valued homeowners, personal umbrella and dwelling policies; in addition to joint marketing trips with senior underwriters, negotiating rates and terms with carriers, assisting with the sales process on new & renewal business. We would also consider an experienced Underwriting Assistant who is seeking the opportunity to advance into this role.

     

    We are a merit based company, hard work & performance is recognized & rewarded in this office. High performers for these positions tend to be fast paced, analytical, intuitive, and possess generally good business instincts & critical thinking skills.

     

    We fully support & encourage your growth & development through insurance education. Career advancement opportunities are tremendous in our culture.

     

     



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    Underwriting Assistant - Orange, CA

    CITA Insurance Services
    Location: Orange, CA

    Job Summary:

    CITA is an insurance broker and agency, in the commercial property and casualty business, specializing in customized insurance programs. A primary area of CITA’s focus is professional liability insurance, where we have had a national presence as an industry leader for over 30 years. Our employees are dedicated and proud to be part of the leading insurance program specialist organization that is CITA Insurance Services.

     

    Under supervision of the Client Services Manager, and with guidance and direction from the Underwriting and/or Sales team, performs various clerical related sales/service functions.

     

    Responsibilities:

    • Receive and direct all incoming correspondence (physical or electronic) and sorts/distributes, handles in a timely and efficient manner.
    • Enters data into management, tracking and underwriting systems, and updates accordingly based on workflows and processes established. Inputs and updates carrier systems or reports as necessary based on workflows and processes.
    • Distributes notifications to applicants and insureds, in the form of applications, notices or otherwise important information. Conduct follow ups when necessary or required, and/or in accordance with workflow and procedural rules set forth.
    • Performs clerical duties related to policy, endorsement, certificate, binder and cancellation issuance.  Also obtains loss runs, MVR’s, loss policy releases and other pertinent information as required.
    • Communicates both verbally and in writing within defined parameters with prospects, applicants, insured’s, carriers and brokers as necessary from a service perspective.
    • Develops and maintains broker files and agent licenses for staff.

     



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