Chubb Jobs In San Francisco, CA

Are you ready to make a meaningful impact in the world of workers' compensation? Join ESIS, a leader in risk management and insurance services, where your skills and talents can help us create safer workplaces and support employees during their times of need. At ESIS, we're dedicated to providing exceptional service and innovative solutions, and we're looking for passionate individuals to be part of our dynamic team. If you're eager to advance your career in a collaborative environment that values integrity and growth, explore our exciting workers' compensation roles today and discover how you can contribute to a brighter future for employees everywhere! We are seeking a skilled Senior Claims Representative to enhance our team. Reporting to the Claims Team Leader, you will play a vital role in investigating and managing claims promptly and equitably, in line with established best practices. Key Responsibilities: Conduct thorough investigations by reviewing claims and policy information to assess the extent of the policy's obligation to the insured. Contact and interview insured individuals, claimants, witnesses, healthcare providers, attorneys, law enforcement, and other relevant parties to secure necessary claim information. Prepare detailed reports on investigations, settlements, claim denials, and evaluations of parties involved. Set reserves within your authority limits and recommend reserve adjustments to the Team Leader. Regularly review claim progress with the Team Leader, identifying challenges and suggesting possible solutions. Prepare and present for review any unusual or potentially undesirable exposures to the Team Leader. Collaborate on developing improved methods for handling claims and ensuring a timely and equitable settlement process. Obtain necessary documentation, including releases, proofs of loss or compensation agreements, and process claim payments efficiently. A minimum of 3-5 years of experience in handling workers' compensation claims, evidenced by career progression in your current or a similar organization. Ability to work independently with limited supervision while demonstrating sound judgment. Strong technical knowledge of claims handling processes and terminology. Excellent communication and interpersonal skills to interact positively with claimants, customers, brokers, attorneys, and other stakeholders. Comprehensive knowledge of the company's products, services, coverages, and policy limits, alongside a solid understanding of claims best practices. In-depth knowledge of applicable state and local laws related to the line of business handled. Exceptional customer service skills and the ability to manage sensitive claims with care. Experience with California or Colorado workers' compensation claims is preferred. An applicable resident or designated home state adjuster's license is required for ESIS Field Claims Adjusters. Adjusters that do not fulfill the license requirements will not meet ESIS's employment requirements for handling claims. ESIS supports independent self-study time and will allow up to 4 months to pass the adjuster licensing exam. The pay range for the role is $65,900 to $111,900. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled. ESIS, a multi-line Third-Party Administrator (TPA), provides claims, risk control & loss information systems to Fortune 1000 clients across its North American platform. ESIS provides a full range of sophisticated risk management services, including workers compensation claims handling; a broad spectrum of casualty insurance products, such as general liability, automobile liability, products liability, professional liability, and medical malpractice claims handling; and disability management.

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value diversity and recognize the benefits gained when people from different cultures, backgrounds and experiences work collaboratively to achieve business results. We are intentionally focused on fostering an inclusive culture and know valuing diversity is an essential leadership quality. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. Great American's Bond Division has been underwriting surety and fidelity bonds for over 90 years. Great American is known for expert underwriting, solid financial strength, market leadership and creative solutions to all bonding needs. With a highly diverse product line, Great American is one of the top surety companies in the United States. This job is based out of Walnut Creek, CA. Essential Job Functions and Responsibilities Has responsibility for low to moderately complex risk selection/rejection, pricing, retention, growth, and profitability within scope of authority and per divisional objectives. Uses independent judgment and initiative to support business goals. Maintains a high level of customer service. Receives and analyzes submissions and determines terms to offer (policy limits, credit limits, deductibles, coverage options and conditions, work programs, etc.). Prices business in accordance with company guidelines. May conduct investigations of new and existing accounts through business owners (banks, owners, creditors, debtors, architects, engineers, criminal record checks, on-site visits, etc.). Assesses risk quality and compliance within company guidelines. Orders and analyzes miscellaneous business reports needed in the rating and underwriting processes, including credit checks, bank agreements, financial statements, and underwriting surveys. Makes recommendations on risks over authority. Enters, maintains and monitors accounts using underwriting, analysis, and desktop systems. Prepares effective internal and external communications on underwriting issues. Develops and maintains effective business relationships with internal and external customers/coworkers in order to attract and retain profitable business. Visits producers and principals in order to retain existing accounts, build and maintain business relationships, and develop new opportunities in support of divisional objectives. Interprets, explains, and markets products and services. Visits producers/insureds in order to retain existing accounts, survey exposures, build and maintain business relationships, and develop new opportunities in support of divisional objectives. Applies underwriting rules and guidelines, rating manual rules, and insurance laws and regulations. May provide guidance and assistance to lower level associates. May have responsibility for performance and coaching of staff and may have a participatory role in decisions regarding talent selection, development, and performance management for direct reports. Performs other duties as assigned. Job Requirements Education: Bachelor's Degree or equivalent experience. Master's in Business Administration (MBA) preferred but not required. Field of Study: Finance, Accounting or a related discipline Experience: Generally looking for 3+ years of related experience. Progression toward certification in area of expertise preferred; appropriate certifications could include Associate in Surety and Fidelity Bonding (AFSB), Certified Public Accountant (CPA) and/or Registered Professional Liability Underwriter (RPLU).

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career-a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. The Ultra-High Net Worth (UHNW) resources group (branded as Family Office Resources or “FOR”) is within Morgan Stanley's Private Wealth Management division and is responsible for providing specialized expertise, platforms and experiences to ultra-high net worth advisors and clients across a broad range of family wealth management issues, including strategic estate & financial planning, philanthropy management, family governance, wealth education, lifestyle advisory, and more. Within the Family Office Resources department, the Field Engagement team is responsible for being the first point of contact for Financial Advisors and UHNW Clients to: 1. Learn about Morgan Stanley's differentiated services for UHNW Clients 2. Receive end-to-end UHNW Client solutions through a three-step process a. Diagnosis of Client needs using a proprietary framework b. Creation of a customized plan to tackle UHNW needs c. Curation of a team of Morgan Stanley specialists who execute on the Client's plan Today, the Field Engagement team consists of six, regionally placed senior specialists, known as FOR Generalists, along with a team of three junior associates that help manage the pipeline of Financial Advisor, Client, and Prospect opportunities for the FOR Generalists. As a FOR Generalist, you would primarily be responsible for: Helping Private Wealth Advisors (PWAs), and other Financial Advisors (FAs) identify services and resources (offered by teams across the firm) that would the address the complex needs of their UHNW Clients Managing the end-to-end PWA/FA and Client experience of FOR resources Coordinating comprehensive and integrated planning across teams of FOR specialists, and across Morgan Stanley divisions, to address each Client's unique and evolving needs (e.g., family dynamics; philanthropic and charitable planning; business succession planning; cash flow modeling and liquidity management; estate, gift, and generation skipping tax planning; income tax planning; retirement and educational tax planning; asset protection and risk management; executive compensation and benefits) Working with national, regional and local branch management to identify and support business development initiatives around UHNW Clients and Prospects Proactively engaging and building relationships with PWAs/FAs and Clients who do not engage FOR today, but may benefit from FOR capabilities Keeping current all client relationship management (CRM) data and dossiers across FOR Acting as a Morgan Stanley and FOR ambassador by making presentations at various internal and external forums Participating in Client VIP and recruit meetings Partnering with other teams across that firm who deliver solutions to UHNW Clients to master the details of their program/offering so that all resources can be considered when meeting with Clients/Prospects QUALIFICATIONS: Minimum 10+ years industry experience Experience in working with ultra-high net worth individuals required (e.g., SFO or MFO professional; private bank professional; trust, tax & estate attorney or accountant, etc.) Advanced degrees (e.g., JD) REQUIRED Excellent written and verbal communication and presentation skills Series 7 and 66 required, 24 preferred Extensive travel required WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. CA - Expected base pay rates for the role will be between 150,000 and 250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Chubb's California House Counsel firm, Armijo & Garcia, San Francisco office is seeking an experienced and skilled California litigator for the position of Litigation Attorney. The Attorney will defend a caseload of the firm's general liability cases throughout the Northern California State and federal venues. Job Requirements: Enthusiasm and aptitude for trying cases to a jury, with demonstrated successful trial experience preferred Deep knowledge of California State and Federal Court procedural law, pleading, discovery, motion practice and pretrial techniques and strategies Advanced oral and written advocacy skills, with a demonstrated track record of summary judgment and/or appellate success. Cutting edge knowledge of the substantive law applicable to California tort defense litigation, with analytical skills needed to address complex legal issues. Proficiency in effectively and strategically communicating with clients, Claim Department customers and law firm colleagues regarding litigated matters. Demonstrated, deeply- ingrained enthusiasm and skills necessary to provide excellent customer service to clients, claim examiners, internal customers within firm The technological savvy to thrive as a litigator in a digital environment Strong team player willing to work effectively with others, at all levels and to step outside a defined role where required to advance the firm's business Ability to work independently, efficiently and carefully in a high volume environment Excellent time management, organization and attention to detail Qualifications Must be an attorney licensed to practice before California's State and Federal Courts, should possess 7 + years of demonstrated success in litigating at trial on a wide range of California tort matters, and should possess the professional stature and business acumen needed to be a productive member of the firm. The pay range for the role is $130,500 to $221,900. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled..

We are the world's largest publicly traded property and casualty insurer with operations in 54 countries, exceptional financial strength, and a broad range of personal and commercial insurance products. As an underwriting company, we assess, assume and manage risk with insight and discipline. We service and pay our claims fairly and promptly. We combine the precision of craftsmanship with decades of experience to conceive our craft and deliver the very best insurance coverage and service to individuals and families, and businesses of all sizes. Chubb's insurance businesses in North America serve clients ranging from the largest multinationals, mid-size companies and small businesses to high net worth individuals, middle-income consumers and farmers and ranchers. Who We Are We are a unique global organization with a culture of individuals passionately committed to our respective crafts. With underwriting at our core, each of us contributes to providing the best insurance coverage and service to our clients. Working together, we are one Chubb. Our highly collaborative, inclusive nature helps us drive better business outcomes through diversity of background, experiences, insights and values. We approach problems with a can-do attitude and are committed to developing deep relationships - all while moving quickly to meet client needs. Internships with Chubb Our summer internship program offers the chance to have practical, real world experience at one of the world's leading P&C insurance companies. As a part of the program, you will have the opportunity to work on business specific projects where you will gain knowledge and experience to supplement and strengthen your academic skills. As an Equipment Breakdown Risk Engineering Intern, your program will be tailored to our Equipment Breakdown discipline. You will shadow our Risk Engineers, develop skills that compliment the role and directly contribute to organizational objectives. Equipment Breakdown Risk Engineers (EBREs) are responsible for machinery and equipment evaluations and for conducting state mandated boiler & pressure vessel inspections. Their evaluations assist Chubb in overall risk selection and identify areas of risk improvement for our customer base. For those who excel in the program, we welcome the opportunity to discuss full-time employment opportunities at Chubb after graduation. As part of our internship program you will receive: Targeted business training designed to help you refine your professional skills and acumen critical to the success of Chubb professionals. Technical training to deepen your skill level within your chosen discipline; and an understanding of our broader industry. Access to additional training to compliment your professional development. Qualifications Students pursuing a bachelor's degree in many majors will be considered Oral and written communication skills Leadership experience through work or involvement in community service, athletics, clubs, or other activities preferred Technically adept/digitally savvy The pay range for this internship is $18 to $24 per hour. The specific offer will depend on an applicant's skills and other factors. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.

Duties and Responsibilities New Business / Lead Generation Develops and establishes productive, professional relationships with key personnel and buyers of EHS consulting services Meets direct sales objectives by working with clients and prospects on analyzing needs, gathering data and developing / proposing solutions Utilizes Customer Relationship Management tool to track and measure key sales metrics and implement target industry, service, and account strategies Coordinates activities to enhance presence, commitment, and capabilities in the local, regional, national and international marketplace Account Management / Expansion / Strategic Growth Meets assigned targets for profitable account retention and expansion revenue while also exceeding key objectives for named accounts Creates and sustains positive client relationships and customer care to ensure a consistently high level of client satisfaction Proactively assesses, clarifies, and validates account / client needs on an ongoing basis Lead client stewardship meetings Execute project management activities to ensure successful completion of projects within budget and while meeting established project timelines. Activities include, but are not limited to, pre-project planning, coordination, stakeholder engagement, regular communication (project status updates), managing change requests, project accounting, deliverable submission and project invoicing. Key Metrics Sales: New Business, Retention and Expansion in the direct market Revenue: Year over year growth of existing accounts Qualifications Four year college degree from an accredited institution, preferably in science or engineering related field Strong client-facing and marketing orientation with demonstrated ability to effectively interact with EHS buyers at all levels Minimum of five years working in the EHS field (consulting experience preferred) Experience in sales (experience in an EHS consulting environment a plus) Ability to manage deadlines and thrive in a fast-paced environment Strong presentation, research and analytical skills Accuracy, efficiency, quality and good judgment Excellent oral and written presentation/communication skills Sponsorship, now or in the future, is not available for this role. Applicants must be legally authorized for employment in the U.S. without need for current or future employment-based sponsorship. The pay range for the role is $99,900 to $169,700. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled. ESIS, a multi-line Third-Party Administrator (TPA), provides claims, risk control & loss information systems to Fortune 1000 clients across its North American platform. ESIS provides a full range of sophisticated risk management services, including workers compensation claims handling; a broad spectrum of casualty insurance products, such as general liability, automobile liability, products liability, professional liability, and medical malpractice claims handling; and disability management. Chubb Risk Engineering is your single avenue to our more than 550 property and casualty engineering, health, safety and environmental consultants located wherever our clients do business - all focused on helping our clients develop and deploy solutions that advance their risk management, compliance and sustainability objectives, while positively impacting their financial results.

Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Complex Business Service Officer (CBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Complex Sales and Risk teams to ensure execution in all aspects of the business and further support the CBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication * Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures * Lead, mentor, and supervise a team of Support and Service Professionals * Promote cross-training, learning, development and recognition of Service and Support Professionals within the Complex * Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals * Partner with CBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution * Maintain strong relationships with key partners within the Branch, Complex, Region and Home Office including participation in team meetings, regional and national calls * Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs * Manage and oversee Support Professionals coverage for Financial Advisors in the Branch * Identify Support Professional recognition opportunities within the complex through sharing of best practices, success stories and achievements * Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight * Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies * Facilitate and manage resolution of client inquiries/requests * Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates * Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies * Additional operational oversight may be required * Administer other duties as delegates by the Complex Business Service Officer " EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * Bachelor's degree required or equivalent education * Previous industry experience * Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65) * Other licenses as required for the role or by management Knowledge/Skills * Effective written and verbal communication skills * Strong attention to detail * Ability to prioritize and resolve complex needs and escalate as necessary * Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies * Evidence of strong leadership and talent development capabilities * Previous supervisory experience preferred * Exceptional organizational and time management skills * Exceptional conflict resolution skills * Ability to manage relationships, motivate and lead groups of people at various levels throughout the Complex * Knowledge of Firm's Risk & Compliance policies * Ability to think strategically Reports to: * Complex Business Service Officer Direct reports: * Support Professionals Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates for the role will be between $110,000 - $145,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Join Our Dynamic and Leading Life Sciences Practice in San Francisco! Chubb is seeking a motivated Individual to join the Life Sciences practice for the Pacific North Region. The ideal candidate is someone who's an excited learner, strong self-starter, and willing to teach and collaborate with the team. This is an exciting opportunity to play a vital role in managing a book of commercial middle market business and make a significant impact on our success. Responsibilities: Underwrite and Thrive: Profitably underwrite new lines and renewals. Renewal book of $4M to $6, and a new business production goal of $1M+ annually. Drive Financial Performance: Maximize profit, growth, rate optimization, retention, and cross-sell opportunities for Life Science accounts. Be the Expert: Solicit accounts, analyze risks, price coverage, and sell industry-specific products and services to new and existing customers. Navigate Multiple Lines: Manage commercial package, product liability, automobile, umbrella, workers compensation, and international lines. QUALIFICATIONS Skills ABOUT US Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally. At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.

divstrong Description/strongbr/pJoin a dynamic and forward-thinking insurance company committed to excellence and innovation. We are seeking a talented and experienced AVP to lead our Commercial Insurance team in the vibrant San Francisco Bay Area. If you are passionate about managing teams, understanding risks, and driving business growth, we want to hear from you!/p pstrong Key Responsibilities:/strong/p ul listrong Team Leadership:/strong Lead, mentor, and develop a high-performing team of underwriters focused on achieving the Middle Market Package property and casualty business plan. Foster a collaborative and results-driven environment./li listrong Risk Management:/strong Evaluate, select, underwrite, price, quote, and maintain new and renewal business. Implement strategies to mitigate potential issues and ensure compliance with industry standards./li listrong Production Goals:/strong Drive business growth and profitability within the Northern California Territory by achieving and exceeding production goals./li listrong Business Development and Producer Management:/strong Manage local producer plant to ensure cohesive and consistent agency management strategies. Facilitate product education and appetite, serving as the point person for key local producer relationships. Cultivate strong business relationships with brokers and clients to assure the continued flow of new business opportunities./li listrong Marketing and Retention:/strong Develop and implement marketing plans with brokers and clients to drive business growth. Retain accounts through active participation in Chubb Stewardship and Enterprise Account processes, ensuring long-term client satisfaction and loyalty./li listrong Staff Development and Administration:/strong Oversee new hire onboarding, training, succession planning, and staff retention./li listrong Project Participation:/strong Contribute to product line projects to enhance product offerings and market presence./li listrong Forecasting and Reporting:/strong Forecast monthly production and annual plan and pipeline to the manager, ensuring alignment with business objectives./li listrong Travel:/strong Willingness and ability to travel within the San Francisco Bay Area to meet with clients, partners, and team members as needed./li /ulbr/br/strong Qualifications/strongbr/ulli4 year College degree in insurance, business or related fields or equivalent experience/lili At least 7+ years of underwriting experience, including time spent in the primary casualty loss sensitive space./lili Prior management experience. Mentoring experience will be considered./lili Proficiency in Microsoft Office Suite./lili Strong presentation and public speaking skills./lili Strong negotiation skills./lili Established local broker and insurance marketplace relationships./lili Knowledge and understanding of current insurance marketplace conditions./lili Understanding and adherence to organizational and regulatory rules, with the ability to adhere to underwriting authority./li/ulpspan The pay range for the role is $129,600 to $220,400. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found /spana href="****************************************************** UI/CandidateExperience/en/sites/CX_2001/pages/7002" target="_blank"on our careers website/aspan. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled./span/pp /pbr/br//div

Our summer internship program offers the chance to have practical, real-world experience at one of the world's leading P&C insurance companies. As a part of the program, you will have the opportunity to work on business specific projects where you will gain knowledge and experience to supplement and strengthen your academic skills. For those who excel in the program, we would welcome the opportunity to discuss full-time employment opportunities at Chubb after graduation. As part of our internship program, you will receive: Targeted business training designed to help you refine your professional skills and acumen critical to the success of Chubb professionals. Technical training to deepen your skill level within your chosen discipline, and an understanding of our broader industry. Access to additional training to compliment your professional development. Internship Program is planned to start on June 2025. Qualifications Desired Qualifications Students pursuing a bachelor's degree in many majors will be considered. Strong GPA preferred (3.0 required) Oral and written communication skills Leadership experience through work or involvement in community service, athletics, clubs, or other activities preferred. Technically adept/digitally savvy Sponsorship, now or in the future, is not available for this role. Applicants must be legally authorized for employment in the U.S. without need for current or future employment-based sponsorship. The pay range for this internship is $18 to $24 per hour. The specific offer will depend on an applicant's skills and other factors. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.

The Business Development Associate participates in the team's overall business development and marketing as well as the design and updating of tailored reporting for new and existing clients. This role may accompany senior team members to meet with clients to evaluate current offerings, develop and implement new services, and strategize to find resolutions. DUTIES and RESPONSIBILITIES Business Strategy & Development * Develops and applies strategies to execute the business plan to achieve desired results (i.e., to increase client base, gross production, Portfolio Management assets, performance tracking, etc.) * Identifies business opportunities * Supports Financial Advisor / Private Wealth Advisor practice management through book analysis and determination of appropriate strategies * Creates potential strategies to further enhance client relationships based on concerns and opportunities identified during client visits * Engages in strategic planning with other team members on client matters * Interacts regularly with the Complex Business Development Manager * Partners with the Financial Advisor / Private Wealth Advisor on investment recommendations and prepares reports and plans that align with client goals * Takes accountability for optimizing business practices while adhering to best business ethics and practices * Seeks opportunities to grow business by capitalizing on Firm initiatives * Focuses on building strong relationships with corporate departments and strategic partners * Evaluates, develops and implements new services in conjunction with the Financial Advisor / Private Wealth Advisor and other team members * Stays attuned to updates and enhancements to firm products and policies Client Engagement * Actively engages clients and prospects to build relationships, identify needs and review investment goals * Leads team to establish and cultivate relationships with new and existing clients and proactively helps to resolve issues and concerns * May regularly accompany senior team members to engage with clients to educate about the firm's services and products * Serves as a client contact for administrative problem resolution and fielding general client questions on a spectrum of topics * Proactively shares targeted communications with clients leveraging digital tools available (e.g., share account information, newsletters containing opportunities, new offerings and other events) EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS Education and/or Experience * 5+ years of work experience in a field relevant to the position required * Four-year college degree or professional certification preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) * Additional product licenses may be required Knowledge/Skills * Enjoys working with people and problem solving * Effective written and verbal communication skills * Strong understanding of applicable compliance rules, regulations and firm policies * Ability to interact and communicate effectively with colleagues and clients * Strong computer skills including knowledge of Microsoft Office (Word, Excel and PowerPoint) * Detail-oriented with superior organizational skills and ability to prioritize tasks * Ability and interest in working in a fast-paced, evolving environment Reports to * Business Service Manager WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates for the role will be between $50K and $115K per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Senior Executive Assistant provides support to another individual or group of individuals by handling correspondence, managing calendars and appointments, arranging conferences and conference calls, making travel arrangements and providing other administrative tasks. **Responsibilities:** + Directly supports a C16 level manager and generally supports an entire department + Manages day to day calendar(s) of senior management + Coordinates all aspects of executive level manager appointments, meetings, receptions and conference calls + May prepare and review materials and correspondence for meetings + Assist with creation/modification of presentations, spreadsheets, and other various documents + Coordinates travel arrangements; prepare and distribute schedules/agendas for travel + Prepares, reconciles, and tracks expense reports through Travel and Entertainment Expense system + Orders supplies and process invoices through Procure to Pay system + Process and follow-up on Virtual Requests + Assists in ad-hoc reports special projects as needed + Trains, coaches or guides other administrative staff when required + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + Previous office administration experience preferably within a large and complex financial services or similar organization + Highly proficient in Microsoft Office + Consistently demonstrates clear and concise written and verbal communication skills + Demonstrated ability to quickly gain command of new systems + Self-motivated and detail oriented **Education:** + Bachelor's/University degree or equivalent experience ------------------------------------------------------ **Job Family Group:** Business Strategy, Management & Administration ------------------------------------------------------ **Job Family:** Administrative Support ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** San Francisco California United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $91,690.00 - $119,610.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Anticipated Posting Close Date:** Jun 05, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

divstrong Description/strongbr/pThe Aamp;H Business Development Manager will play a critical role in developing and executing sales strategies to achieve revenue goals and drive market expansion within the Pacific North region for retail products (Business Travel Accident, Scholastic, Participant Accident). This position involves collaborating with the regional underwriting team and manager, nurturing internal and external stakeholder relationships, and identifying growth opportunities. The ideal candidate will be a strategic thinker with a proven track record in sales and a deep understanding of the insurance industry./p pJob Description:/p ul li Responsible for generating new business leads, building relationships, and promoting various Aamp;H insurance products and services in partnership with Regional Aamp;H Manager and underwriting team./li li Develop and implement strategic sales and distribution plans to achieve sales targets, maximize revenue, build robust and adequate pipeline to achieve plan and expand our market presence in the Aamp;H marketplace and across Chubb clients./li li Regular and routine reporting on pipeline, target progression and sales metrics./li li Identify new market opportunities, emerging trends, and potential clients to develop effective sales strategies and enhance our competitive edge./li li Build and maintain strong relationships with key stakeholders, including clients, brokers, and insurance partners, to foster mutual trust and ensure successful collaborations./li li Coordinate with Underwriting to develop and communicate client proposals, negotiating terms, and closing high-value contracts, ensuring timely communication./li li Collaborate with other departments, such as Underwriting, Claims, Regional Distribution and Marketing, to ensure seamless communication and alignment of business objectives, leveraging cross-functional resources to achieve sales targets./li li Stay updated with industry trends, competitor activities, and regulatory changes affecting the insurance space, and share related insights with the team to further strengthen our market position./li li Prepare and present strategic sales reports, forecasts, and budgets to senior management, highlighting areas for improvement, growth potential, and sales performance metrics./li li Continuously evaluate and improve sales processes, tools, and systems to streamline operations, enhance productivity, and maximize overall efficiency./li li Uphold the company's values and ethical standards, ensuring compliance with all relevant laws, regulations, and policies governing insurance sales operations./li li Build a positive and motivating work environment that encourages teamwork, innovation, and a customer-centric approach within the sales team./li /ulbr/br/strong Qualifications/strongbr/ulli Bachelor's degree in Business Administration, Sales, or a related field. /lili Proven track record of successful sales activity in the insurance industry, with a minimum of 3 years of relevant sales experience./lili Strong knowledge of insurance products, services, and market trends, including a comprehensive understanding of underwriting and claims processes./lili Demonstrated ability to develop and execute successful sales strategies, achieve revenue targets, and drive business growth./lili Excellent communication, negotiation, and interpersonal skills, with the ability to build relationships and influence stakeholders at all levels./lili Analytical mindset, with the capability to interpret data, identify trends, and make informed decisions to drive sales performance./lili Proactive and highly organized, with the ability to prioritize multiple initiatives and meet deadlines in a fast-paced, deadline-driven environment./lili Existing network and contacts within the insurance industry is highly desirable./lili Proficiency in relevant sales software and Microsoft Office Suite./li/ulp /ppspan style='font-family:";Georgia",seriffont-size:10.0pt;'The pay range for the role is $101,100 to $171,900. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found /spana href="****************************************************** UI/CandidateExperience/en/sites/CX_2001/pages/7002"span style='font-family:";Georgia",seriffont-size:10.0pt;'on our careers website/span/aspan style='font-family:";Georgia",seriffont-size:10.0pt;'. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled./span/pbr/br//div

This role will be a new business underwriter in the Chubb Global Climate Business unit reporting into the Vice President for Climate Tech. The Chubb Global Climate Business Unit's mission is to expand existing capabilities and expertise to establish Chubb as the leading global provider of P&C insurance products and services. Our approach is to establish a Global practice, with embedded risk engineering, claims handling, analytics, and communications to support local execution and deliver proactive “go to market” capabilities that address the ongoing evolution of climate sustaining operations, technologies and services. Position Responsibilities include: Focus on generating New Business pipeline and growing portfolio. Handling of Key Accounts within Climate Tech IP. Building Chubb Brand in the marketplace. Learning emerging technologies and finding insurance solutions utilizing all Chubb resources and third party sources. Drive financial performance of a Commercial book of business. Meet or exceed financial goals including rate, growth, profit, retention, and new business. Predominately responsible for account solicitation, risk selection and analysis, pricing and sales of core commercial products and services for new and existing customers. Participate in cross-sell initiatives within Commercial Insurance to expand product offerings to current clients. Meet with new and renewal customers and agents/brokers to negotiate coverage, price, financial terms and service delivery. Build relationship with agents/brokers to meet or exceed financial goals and create effective business plans for assigned agents/brokers and territory. Work collaboratively and effectively with a team of underwriters, underwriting associates, customer service representatives, claims examiners, and Chubb risk engineers. Qualifications Qualifications Strong Property and Products liability underwriter. Work in tandem with Risk Engineering (85% of submissions will require RE consult). Collaborate with multiple IP Specialists in Manufacturing, Tech and Energy. Strong sales, marketing, and negotiation skills Minimum of 8+ years insurance industry experience. Minimum of 8+ years of commercial lines underwriting experience. Proven track record of building strong business relationships with agents and insureds. Demonstrated strong written and oral communication skills. Proven ability in complex account analysis, prioritization, organization and detail orientation. Ability to work both independently and within a team environment using multiple internal and external resources appropriately, effectively, and efficiently. Strong desire to improve knowledge and skill set in the commercial lines of business. The pay range for the role is $114,600 to $194,800. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.

The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions. **Responsibilities:** + Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service + Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash + Identify referral opportunities for new products and services based on client's financial goals + Educate clients on digital and self-service opportunities offered by Citi + Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets + Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed + Maintain working knowledge of client accounts as well as new and existing products and services offered. + Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics. + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + Previous relevant experience preferred + Demonstrated sales and customer service experience + Money handling experience + Effective problem solving and communication skills + Ability to work well in a team oriented environment **Education:** + High School diploma or equivalent This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. The salary range provided in this posting is based on a 40 hour work week. ------------------------------------------------------ **Job Family Group:** Customer Service ------------------------------------------------------ **Job Family:** Branch Service ------------------------------------------------------ **Time Type:** Part time ------------------------------------------------------ **Primary Location:** El Cerrito California United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $41,600.00 - $51,960.00 Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked. **The hourly rate corresponding to the annual range is:** $20.00 - $24.98 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Anticipated Posting Close Date:** Apr 29, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. **Responsibilities:** + Lead client onboarding and account opening efforts around our world-class Investments platform, as a part of our core client coverage team + Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated experience + Act as the main point of contact / guidance for clients going through the KYC onboarding and account opening process + Provide the highest level of customer service and teamwork to our clients + Possess an expert knowledge in Citi's client onboarding and account opening policies, procedures, and applications + Ensure all documentation received is current, accurate and complete. + Fulfill all requests in a timely manner + Liaise with product and functional partners to ensure requests are completed while maintaining constant communication with the client + Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure client requests are understood and appropriately prioritized and executed accurately + Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + 2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability to manage relationships both internal and external + Ability to multi-task + FINRA SIE, Series 7, Series 66 required **Education:** + Bachelor's/University degree or equivalent experience ------------------------------------------------------ **Job Family Group:** Private Client Coverage ------------------------------------------------------ **Job Family:** Client Onboarding ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** San Francisco California United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $78,320.00 - $109,280.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Anticipated Posting Close Date:** Mar 20, 2025 ------------------------------------------------------ Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review **Accessibility at Citi (***************************************************************************** . View the "EEO is the Law (************************************************************************************* " poster. View the EEO is the Law Supplement (************************************************************************************************************************** . View the EEO Policy Statement (************************************************************** . View the Pay Transparency Posting (*********************************************************************************************** Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career-a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. The Ultra-High Net Worth (UHNW) resources group (branded as Family Office Resources or “FOR”) is within Morgan Stanley's Private Wealth Management division and is responsible for providing specialized expertise, platforms and experiences to ultra-high net worth advisors and clients across a broad range of family wealth management issues, including strategic estate & financial planning, philanthropy management, family governance, wealth education, lifestyle advisory, and more. Within the Family Office Resources department, the Field Engagement team is responsible for being the first point of contact for Financial Advisors and UHNW Clients to: 1. Learn about Morgan Stanley's differentiated services for UHNW Clients 2. Receive end-to-end UHNW Client solutions through a three-step process a. Diagnosis of Client needs using a proprietary framework b. Creation of a customized plan to tackle UHNW needs c. Curation of a team of Morgan Stanley specialists who execute on the Client's plan Today, the Field Engagement team consists of six, regionally placed senior specialists, known as FOR Generalists, along with a team of three junior associates that help manage the pipeline of Financial Advisor, Client, and Prospect opportunities for the FOR Generalists. As a FOR Generalist, you would primarily be responsible for: Helping Private Wealth Advisors (PWAs), and other Financial Advisors (FAs) identify services and resources (offered by teams across the firm) that would the address the complex needs of their UHNW Clients Managing the end-to-end PWA/FA and Client experience of FOR resources Coordinating comprehensive and integrated planning across teams of FOR specialists, and across Morgan Stanley divisions, to address each Client's unique and evolving needs (e.g., family dynamics; philanthropic and charitable planning; business succession planning; cash flow modeling and liquidity management; estate, gift, and generation skipping tax planning; income tax planning; retirement and educational tax planning; asset protection and risk management; executive compensation and benefits) Working with national, regional and local branch management to identify and support business development initiatives around UHNW Clients and Prospects Proactively engaging and building relationships with PWAs/FAs and Clients who do not engage FOR today, but may benefit from FOR capabilities Keeping current all client relationship management (CRM) data and dossiers across FOR Acting as a Morgan Stanley and FOR ambassador by making presentations at various internal and external forums Participating in Client VIP and recruit meetings Partnering with other teams across that firm who deliver solutions to UHNW Clients to master the details of their program/offering so that all resources can be considered when meeting with Clients/Prospects QUALIFICATIONS: Minimum 10+ years industry experience Experience in working with ultra-high net worth individuals required (e.g., SFO or MFO professional; private bank professional; trust, tax & estate attorney or accountant, etc.) Advanced degrees (e.g., JD) REQUIRED Excellent written and verbal communication and presentation skills Series 7 and 66 required, 24 preferred Extensive travel required WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. CA - Expected base pay rates for the role will be between 150,000 and 250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Join a dynamic and forward-thinking insurance company committed to excellence and innovation. We are seeking a talented and experienced AVP to lead our Commercial Insurance team in the vibrant San Francisco Bay Area. If you are passionate about managing teams, understanding risks, and driving business growth, we want to hear from you! Key Responsibilities: Team Leadership: Lead, mentor, and develop a high-performing team of underwriters focused on achieving the Middle Market Package property and casualty business plan. Foster a collaborative and results-driven environment. Risk Management: Evaluate, select, underwrite, price, quote, and maintain new and renewal business. Implement strategies to mitigate potential issues and ensure compliance with industry standards. Production Goals: Drive business growth and profitability within the Northern California Territory by achieving and exceeding production goals. Business Development and Producer Management: Manage local producer plant to ensure cohesive and consistent agency management strategies. Facilitate product education and appetite, serving as the point person for key local producer relationships. Cultivate strong business relationships with brokers and clients to assure the continued flow of new business opportunities. Marketing and Retention: Develop and implement marketing plans with brokers and clients to drive business growth. Retain accounts through active participation in Chubb Stewardship and Enterprise Account processes, ensuring long-term client satisfaction and loyalty. Staff Development and Administration: Oversee new hire onboarding, training, succession planning, and staff retention. Project Participation: Contribute to product line projects to enhance product offerings and market presence. Forecasting and Reporting: Forecast monthly production and annual plan and pipeline to the manager, ensuring alignment with business objectives. Travel: Willingness and ability to travel within the San Francisco Bay Area to meet with clients, partners, and team members as needed. QUALIFICATIONS 4 ABOUT US Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally. At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.

divstrong Description/strongbr/pThis Technology Underwriter will manage a Technology renewal book for the Pacific North territory and oversee/manage technology department results. The position will primarily be focused on underwriting all lines, including Eamp;O/Cyber, for Technology and Government Contractor opportunities. /p pThe Technology Underwriter must develop book growth, maintain superior relationships and implement effective and profitable pricing rate strategies. Underwriting will include marketing and servicing accounts based on Chubb guidelines. /p pThe position will be responsible for developing and implementing a business plan to grow the Technology book through prospect identification and pipeline development, new business production and account management in assigned branches./p pThe Technology Underwriter will have accountability for the financial performance of the Technology book of business, achieving growth for the branch, region and territory. They will identify opportunities for growth within new and existing production sources, identify cross sell opportunities, conduct agency planning/goal setting including monitoring of progress and make regular broker and insured visits. /p pPosition can be based in Chubb's Walnut Creek, CA or San Francisco, CA offices. /pbr/br/strong Qualifications/strongbr/ulli Underwriter Candidate will have 2+ years commercial multi-line underwriting experience, preferably in Technology placements/lili Strong sales and marketing skills are also critical./lili Must be able to demonstrate success in marketing, producer/book management and new business development. Must also have the ability to successfully negotiate on all levels with both internal and external partners and nurture key producer relations. /lili The ideal candidate for the role will possess a high degree of proficiency with the underwriting process, risk analysis, and work effectively in collaboration with an Underwriting Associate. /lili Effective desk management is a critical part of this role. /lili Must have exemplary ability to effectively interact with all levels of customers and coworkers and exhibit strong interpersonal and written communication skills. /lili Knowledge and proficiency with underwriting technical issues, compliance, coverage, products, pricing amp; strategies expected. /lili Proficiency in Microsoft Office Suite as well as other business related software required./lili We are looking for a candidate who is highly motivated to succeed and is results oriented with solid business acumen./li/ulp /ppstrongu Education and Experience/u/strong/pulli Bachelor's degree or equivalent experience./lili Minimum of 2 years of commercial multi-line underwriting experience, previous experience in Technology a plus./li/ulp The pay range for the role is $91,200 to $155,000. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found a href="****************************************************** UI/CandidateExperience/en/sites/CX_2001/pages/7002"on our careers website/a. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled./pbr/br//div