Top Tech Jobs & Startup Jobs in Los Angeles, CA

Manages wealth management client service operations, including account maintenance, onboarding, CRM administration, compliance workflows, project delivery, quality control, and client communications. Leads, mentors, and trains staff; develops operational policies, procedures, manuals, and status reports; coordinates with custodians, compliance teams, partners, and investment operations. Supports trading, rebalancing, account implementation, audits, recruiting, and continuous improvements to service quality and operational efficiency.

Provides advanced financial, claims, benefits, and utilization analysis for employee benefits clients. Responsibilities include self-funded plan modeling, actuarial valuations, contribution analysis, renewal and RFP support, carrier negotiations, bid reviews, reporting, data mining, and strategic recommendations. The role manages client relationships and a substantial book of business, mentors analysts, coordinates with account teams and carriers, and ensures compliance, data accuracy, and timely delivery of client solutions.

Manages commercial insurance accounts, serving as the primary contact for complex property clients. Responsibilities include marketing to carriers, preparing and presenting quotes and proposals, processing policy changes and renewals, resolving escalated client issues, reviewing policies and endorsements, coordinating premium financing and collections, and maintaining accurate account files. The role requires commercial lines insurance experience, construction risk expertise, an active license, strong communication and presentation skills, and proficiency with Microsoft Office.

Manages commercial insurance accounts and end-to-end account service, including carrier marketing, quotes, proposals, renewals, policy changes, client presentations, premium financing, collections, and account documentation. Resolves escalated client issues, reviews policies and endorsements for accuracy, and maintains effective relationships with clients, producers, and insurance carriers.

Supports retirement planning through data integration, reporting, analytics, and client presentation preparation. The Analyst prepares reports on plan participation, performance, and costs; assists with client and prospect presentations; participates in client meetings and report deliveries; and handles ad hoc analytical projects requiring accuracy, organization, and strong communication.

Manages employee benefits client accounts, relationships, renewals, RFPs, carrier interactions, compliance guidance, claims resolution, and open enrollment materials. Partners with producers and service teams to support client retention and address employee benefits questions. Requires at least three years of related employee benefits account-service experience in a brokerage environment, benefits legislation knowledge, an active license, strong communication and organizational skills, and proficiency with Microsoft Office and Outlook.

Manages commercial insurance accounts, serving as the primary contact for complex property clients. Responsibilities include marketing to carriers, preparing quotes and proposals, supporting client presentations, processing policy changes and renewals, resolving escalated issues, reviewing policy accuracy, coordinating premium financing and collections, and maintaining organized account files.

Handles inbound and outbound calls with customers and insurance agents, explains insurance documentation requirements, resolves inquiries, completes loan transactions, validates and updates loan records, and matches documents to records. Maintains confidentiality, meets workflow and production goals, participates in training and meetings, and provides accurate, timely customer support in a remote environment.

Manage employee benefits accounts by overseeing client service, renewals, eligibility, claims, billing, plan administration, carrier relationships, proposals, compliance documents, and benefit system updates. Analyze plans, prepare presentations and financial assessments, lead implementations, resolve service issues, and advise clients on benefits strategies, industry trends, and available resources. The role also supports vendor coordination, legal notices, enrollment activities, and ongoing account documentation.

Manages a commercial insurance book of business while providing client, carrier, and underwriter service. Supports producers and account executives with renewals, marketing, documentation, policy comparisons, account transactions, client meetings, and issue resolution. Maintains accurate account records, analyzes insurance needs, recommends suitable coverage, supports retention, and identifies cross-selling and new-business opportunities. Requires insurance industry experience and a Property and Casualty license.