Relationship Manager I-III Fresno First BankRelationship Manager I-IIIFresno, CA$70,000–$120,000 / yearDepending on experience and level, the RM may focus on prospecting and closing core relationships, managing more complex and higher-value portfolios, or leading sophisticated deal structures while contributing to market development and mentoring junior team members. Effective oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers, vendors and employees.
Associate Underwriter H.W. Kaufman Financial Group, Inc.Associate UnderwriterFresno, CA$60,000–$80,000 / yearService a book of business under the direct supervision of an underwriter Evaluate, classify, and rate each risk to determine acceptability, coverage, and pricing to prepare quotes Log applications, prepare binders, and process policies and endorsements Bind risk, post the invoice, and process technical data Screen renewal applications and send out renewal letters; perform some of the underwriting and prepare quotes for underwriter approval Assist with new business development Order and follow up on inspections, plus handle endorsement requests and referrals for the underwriter Manage relationships with retail agents and follow up on any outstanding information needed to complete the underwriting file. Burns & Wilcox offers wide ranging and comprehensive solutions to serve retail insurance brokers and agents of all sizes, from the large houses to the more than 30,000 independent brokers and agents worldwide.
Associate Underwriter Burns & WilcoxAssociate UnderwriterFresno, CA$60,000–$75,000 / yearBurns & Wilcox offers wide ranging and comprehensive solutions to serve retail insurance brokers and agents of all sizes, from the large houses to the more than 30,000 independent brokers and agents worldwide. Our Associate Underwriters underwrite and supervise a portion of an Underwriter’s book of business, support renewal and new business development, and have the opportunity to achieve full underwriting authority.
NewRegional Sales Manager AmTrust FinancialRegional Sales ManagerFresno, CA$76,600–$140,000 / yearOther Skills and Abilities: Must possess effective verbal or written communication skills; strong organizational and problem resolution skills with an ability to plan, prioritize, execute and follow-up on tasks in an efficient manner without sacrificing quality and accuracy; effective interpersonal skills; ability to interface effectively with co-workers, brokers, customers, and general public; and a pleasant and professional demeanor; including a professional and polished appearance in representing the company during broker/client visits. Reporting directly to the Assistant Vice President, Sales, the Regional Sales Manager is responsible for the face-to-face marketing and sales of Workers Comp, BOP, Commercial package, and other specialty lines coverages to independent agencies and wholesalers within the assigned territory, which currently consists of Central Valley and Central Coast California.
Regional Sales Manager Amtrust Financial Services IncRegional Sales ManagerFresno, CA$76,600–$140,000 / yearOther Skills and Abilities: Must possess effective verbal or written communication skills; strong organizational and problem resolution skills with an ability to plan, prioritize, execute and follow-up on tasks in an efficient manner without sacrificing quality and accuracy ;effective interpersonal skills; ability to interface effectively with co-workers, brokers, customers, and general public; and a pleasant and professional demeanor; including a professional and polished appearance in representing the company during broker/client visits. Reporting directly to the Assistant Vice President, Sales, the Regional Sales Manager is responsible for the face-to-face marketing and sales of Workers Comp, BOP, Commercial package, and other specialty lines coverages to independent agencies and wholesalers within the assigned territory, which currently consists of Central Valley and Central Coast California.
Commercial Lending Portfolio Manager - Fresno, CA California Bank & TrustCommercial Lending Portfolio Manager - Fresno, CAFresno, CA$103,000–$138,000 / yearThis role focuses on managing and servicing a portfolio of existing Commercial loan relationships, expanding client business with a high degree of customer satisfaction, and ensuring rigorous credit analysis, financial spreading, and risk monitoring. Responsible for ensuring financial statements are spread and analyzed, addressing industry risks, monitoring collateral requirements, loan structuring and pricing, credit analysis, monitoring credit performance and assisting with loan presentations.
Account Manager II, Commercial Lines Hub International LtdAccount Manager II, Commercial LinesFresno, CATHE OPPORTUNITY: HUB's Customer Service professionals provide critical support to our customers through account management, claims management, day-to-day client oversight, and underwriting services that make us a leading sales and service organization in the insurance industry. The expected salary range for this position is $100,000 - $115,000k depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level.
Commercial Banking Relationship Manager - Fresno, CA California Bank & TrustCommercial Banking Relationship Manager - Fresno, CAFresno, CA$170,000–$230,000 / yearAs a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register.
Portfolio Manager II or Senior Portfolio Manager TriCo BancsharesPortfolio Manager II or Senior Portfolio ManagerVisalia, CA$84,000–$152,375 / yearCOMPANY PROFILE: Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability. Conduct quarterly, semi-annual, or annual business reviews, working closely with business partners and Community Banking partners for historical financial reports, industry outlook resources and bench marking data for current and future financial solutions.
Small Business Lending Officer I - Fresno, CA Access Plus CapitalSmall Business Lending Officer I - Fresno, CAFresno, CA$27.20–$38.10 / hourMaintain a valid California driver's license, reliable transportation, adequate auto insurance as required by State law, and insurability by Access Plus Capital carrier for those driving personal vehicles on behalf of the organization. This role analyzes loan requests and submits completed packages to underwriting for loan approval, through collaboration with the Loan Processing team, underwriters, and other team members.
Small Business Lending Officer I Access Plus CapitalSmall Business Lending Officer IFresno, CAMaintain a valid California driver’s license, reliable transportation, adequate auto insurance as required by State law, and insurability by Access Plus Capital carrier for those driving personal vehicles on behalf of the organization. This role analyzes loan requests and submits completed packages to underwriting for loan approval, through collaboration with the Loan Processing team, underwriters, and other team members.
Risk Manager Swinerton IncRisk ManagerCA$140,000–$170,000 / yearTo the extent that project-specific coverage options make more sense from a risk analysis, assist with collection of, analysis, and submission of underwriting information to broker and presentation of the coverage options, pricing and terms to the respective parties within Swinerton. Ability to assist estimating, preconstruction and operations teams with questions about how insurance requirements in requests for proposals/qualifications, bids, and contracts may impact pricing, coverage options and application of coverage in the event of a loss.
Senior Consultant - Employee Benefits Relation Insurance Services, IncSenior Consultant - Employee BenefitsFresno, CA$68,000–$138,000 / yearReviews the underwriter and/or account manager's compilation of the health benefits information from a variety of sources responses from the carriers and provided data, reviews the transparency documents and maintains all appropriate documents in proper files. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
NewVP, Relationship Manager, Commercial Banking (CRE) - Central California Banc of CaliforniaVP, Relationship Manager, Commercial Banking (CRE) - Central CaliforniaFresno, CaliforniaDemonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA). As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities.
NewTerritory Marketing / Business Development Consultant Zenith InsuranceTerritory Marketing / Business Development ConsultantFresno, CA$70,856–$88,571 / yearEducation High School Diploma Or equivalent RequiredBachelor's Degree or equivalent combination of training/experience RequiredWork Experience 1+ Years insurance industry or sales or direct customer-facing experienceProven leadership and sales skills that resonate at the executive levelAbility to relentlessly pursue opportunities, you are naturally curious and uncover and solve problems by asking thoughtful questionsProven strategic thinking combined with tactical execution; you can put ideas into a plan of actionKnowledge, Skills, and Abilities Excellent communication and networking skills; presenting to groups is something you enjoyAbility to articulate ideas effectively in formal and informal situations; conveying thoughts clearly and concisely, many times through effective storytellingMaintain an upbeat, positive and enthusiastic attitude daily – very open-mindedAbility to operate with ambiguity, you are the type of person who sees something and naturally solves the problemCollaborates easily with team membersOperates in an entrepreneurial manner and can self-managementWillingness to learn and be coachable. In the first month, our TMC will spend time understanding the Zenith model from each of our different department leaders through one-on-ones, job shadowing with a Claims Examiner, ride alongs with a Safety & Health Consultant, experiencing our claims staffing with Senior Leadership, attending a Claims Review with a Customer Service Manager and gaining a familiarity of how the business works.
NewService Leader - Commercial Lines Relation InsuranceService Leader - Commercial LinesFresno, CaliforniaThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The Superior develops and trains the Team Leads, Account Managers and Client Service staff, addresses escalated client issues, and provides performance coaching to team members.
Personal Lines Department Manager Hub International InsurancePersonal Lines Department ManagerFresno, CaliforniaManages his or her workflow on assigned accounts (if any), which include, but is not limited to: daily mail, negotiating terms, ordering of renewal or new coverage, endorsements, audits, invoicing, binders, evidence of insurance, company and/or client correspondence, claims handling, suspense and follow-up, computer information input and client and/or policy information update. Provides mentorship and training to reach highest service levels, competencies in product knowledge, systems and procedures and works with producers (if applicable) and management to maintain synergy with HUB corporate goals, our carrier requirements, and the needs of our clients.
Account Manager - Employee Benefits Relation Insurance Services, IncAccount Manager - Employee BenefitsFresno, CA$42,000–$91,000 / yearThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Manages the Request for Proposal (RFP) process by compiling health benefits information from a variety of sources, responses from the carriers, and reviews the transparency documents maintains all appropriate documents in proper files.
Binding Operations Coordinator Ryan SpecialtyBinding Operations CoordinatorFresno, CaliforniaProcesses and issues policy endorsements, including changes to coverage, limits, or policy terms, ensuring accuracy and timely implementation and tracks cancellation notifications, non-renewal, and renewal solicitation notifications. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities.
Binding Operations Coordinator Ryan Specialty Holdings IncBinding Operations CoordinatorFresno, CA$24–$30 / hourProcesses and issues policy endorsements, including changes to coverage, limits, or policy terms, ensuring accuracy and timely implementation and tracks cancellation notifications, non-renewal, and renewal solicitation notifications. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities.
Portfolio Manager Access Plus CapitalPortfolio ManagerFresno, CAExecute loan change-in-terms to provide relief for clients as deemed necessary in compliance with internal loan policy as well as third-party guidelines such as and not limited to SBA, United States Department of Agriculture (USDA), CAL CAP, State Loan Guarantee (SBLGP) and others. The Portfolio Manager manages borrower relationships, conducts financial analysis, completes the underwriting and restructuring of loans, as well as provides technical assistance to support the success of borrowers and the health of the loan portfolio.
Personal Lines Department Manager Hub International LtdPersonal Lines Department ManagerFresno, CA$85,000–$100,000 / yearManages his or her workflow on assigned accounts (if any), which include, but are not limited to: daily mail, negotiating terms, ordering of renewal or new coverage, endorsements, audits, invoicing, binders, evidence of insurance, company and/or client correspondence, claims handling, suspense and follow-up, computer information input and client and/or policy information update. Provides mentorship and training to reach highest service levels, competencies in product knowledge, systems and procedures and works with producers (if applicable) and management to maintain synergy with HUB corporate goals, our carrier requirements, and the needs of our clients.
Client Manager II - Benefits PCF Insurance ServicesClient Manager II - BenefitsFresno, CAIndustry designations: CEBS - Certified Employee Benefit Specialist, GBA - Group Benefits Associate, RHU - Registered Health Underwriter, CBP - Certified Benefits Professional, PHR / SPHR, CSFS - Certified Self-Funding Specialist (Highly Preferred). Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
Senior Business Banking Relationship Manager (LO) Wells Fargo BankSenior Business Banking Relationship Manager (LO)Fresno, CaliforniaThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Account Manager - Employee Benefits Relation InsuranceAccount Manager - Employee BenefitsFresno, CaliforniaThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Manages the Request for Proposal (RFP) process by compiling health benefits information from a variety of sources, responses from the carriers, and reviews the transparency documents maintains all appropriate documents in proper files.
Binding Operations Coordinator Ryan Specialty GroupBinding Operations CoordinatorFresno, CaliforniaProcesses and issues policy endorsements, including changes to coverage, limits, or policy terms, ensuring accuracy and timely implementation and tracks cancellation notifications, non-renewal, and renewal solicitation notifications. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities.
Crop Associate Underwriter Great American Insurance CompanyCrop Associate UnderwriterFresno, CA$26–$36 / hourThe Division is also one of a select few private companies authorized by the United States Department of Agriculture Risk Management Agency (USDA RMA) to write MPCI policies. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results.