San Diego, California, United States · On-site
Lockton is seeking a motivated and detail-oriented Senior Account Manager in the Employee Benefits space. This role requires a strong commitment to building relationships, exceeding client expectations, and providing exc…
Skills: Client Relationship Management, Employee Benefits, Financial Modeling, Insurance Brokerage, Market Analysis
San Diego, California, United States · On-site
Lockton is seeking a motivated and detail-oriented Senior Account Manager in the Employee Benefits space. This role requires a strong commitment to building relationships, exceeding client expectations, and providing exc…
Skills: Client Relationship Management, Employee Benefits, Financial Modeling, Insurance Brokerage, Carrier Negotiations
San Diego, California, United States · On-site
Lockton is seeking a motivated and detail-oriented Senior Account Manager in the Employee Benefits space. This role requires a strong commitment to building relationships, exceeding client expectations, and providing exc…
Skills: Client Relationship Management, Employee Benefits, Financial Modeling, Insurance Brokerage, Renewal Management
GIA Legacy PlanningSan Diego, California, United States · Remote Solely
$30k–$350k/yr
Company: GIA Legacy Planning (under Symmetry Financial Group) Location: Work from Home / Fully Remote Job Type: Full-Time | Part-Time | 1099 Commission-Based About Us At GIA Legacy Planning, we're more than an insurance …
Skills: Life Insurance Sales, Client Consultation, Legacy Planning, Relationship Management, Sales Cycle Management
Commerce, California, United States · Hybrid
$107k–$160k/yr
RELOCATION ASSISTANCE: No relocation assistance available CLEARANCE REQUIRED FOR START: No CLEARANCE TYPE: None TRAVEL: Yes, 10% of the TimeDescription At Northrop Grumman, our employees have incredible opportunities to …
Skills: Supplier Evaluation, Subcontract Management, RFP/RFQ Drafting, Negotiation, FAR/DFAR Compliance
Commerce, California, United States · Hybrid
$107k–$160k/yr
RELOCATION ASSISTANCE: No relocation assistance available CLEARANCE REQUIRED FOR START: No CLEARANCE TYPE: None TRAVEL: Yes, 10% of the TimeDescription At Northrop Grumman, our employees have incredible opportunities to …
Skills: Supplier Evaluation, Subcontract Management, RFP/RFQ Drafting, Negotiation, FAR/DFAR Compliance
San Diego, California, United States · On-site
$22/hr–$27/hr
Requisition Number: 229065 Job Description Cintas is seeking an Accounts Receivable Representative. Responsibilities include all accounts receivable related functions, including keeping track of assigned accounts to iden…
Skills: Collections, Accounts Receivable, Microsoft Excel, Microsoft Word, Microsoft Outlook
San Diego, California, United States · On-site
Description WE ARE Kona Kai San Diego Resort is a boutique urban resort located on Shelter Island. With 170 guestrooms, Kona Kai Resort is home to Vessel Restaurant + Bar, SpaTerre, a marina and a private club, all locat…
Skills: Accounts Payable, 3 Way Match, Vendor Maintenance, Bank Deposits, A/P Accruals
San Diego, California, United States · On-site
Description This position will office out of our San Diego, CA location MUST HAVE prior loan origination experience Excellent Benefits, Holiday Pay, Incentive Pay, and company perks! At Sunflower Bank, N.A., we’re experi…
Skills: Loan Origination, Lead Generation, Mortgage Regulations, Customer Relationship Management, Cross-selling
San Diego, California, United States · On-site
$18/hr–$27/hr
Contact Center Specialist I Omni-Channel Contact Center | Primarily Closing Shifts | Alternating Saturdays Location: San Diego, CA Department: Contact Center Reports To: Contact Center Manager Status: Non-Exempt Join the…
Skills: Customer Service, Omni-Channel Support, Financial Guidance, Sales, Account Processing
San Diego, California, United States · On-site
$79k–$93k/yr
Position Summary: The position of Assistant Branch Manager is established to provide managerial and administrative support to a full service branch office of the Credit Union and maintain quality service standards set by…
Skills: Branch Management, Staff Supervision, Financial Operations, Loan Underwriting, Member Relations
San Diego, California, United States · On-site
$100k–$110k/yr
At Compass, our mission is to help everyone find their place in the world. Founded in 2012, we’re revolutionizing the real estate industry with our end-to-end platform that empowers residential real estate agents to deli…
Skills: Strategic Growth, Deal Structuring, Pipeline Management, Consultative Selling, Relationship Management
San Diego, California, United States · On-site
$34/hr–$40/hr
Executive Assistant to the Chief Financial Officer (CFO) The Executive Assistant to the Chief Financial Officer (CFO) provides high-level, confidential administrative and operational support to the CFO. This role is resp…
Skills: Calendar Management, Executive Communications, Financial Reporting Coordination, Project Tracking, Microsoft Office
San Diego, California, United States · On-site
$70k–$80k/yr
Job Overview The Accounts Receivable Specialist – Partner Management is a staff-level role within the Accounting team focused on Accounts Receivable operations. This role ensures accuracy and timeliness in managing partn…
Skills: Accounts Receivable, Partner Management, Billing, Cash Application, Account Reconciliation
San Diego, California, United States · On-site
$19/hr–$20/hr
What you will be doing Perform all daily audit functions for front office and each outlet of the hotel. Review room and tax posting on computer or register for accuracy, immediately correcting any errors. Ensure all hous…
Skills: Night Audit, Front Office Operations, Guest Relations, Payment Processing, Reservations Management
San Diego, California, United States · On-site
$110k/yr
As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Business Intelligence Ana…
Skills: SQL, Tableau, Power BI, Snowflake, Salesforce
San Diego, California, United States · On-site
$60k–$75k/yr
Arrowhead Pharmaceuticals, Inc. (Nasdaq ARWR) is a commercial stage biopharmaceutical company that develops medicines that treat intractable diseases by silencing the genes that cause them. Using a broad portfolio of RNA…
Skills: Financial Systems Analysis, Procure-to-Pay (P2P), Order-to-Cash (O2C), Microsoft Power BI, Microsoft Power Apps
San Diego, California, United States · Hybrid
$350k–$470k/yr
#LI-DZ1 #LI-Hybrid CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and te…
Skills: Public Accounting, Supervisory Experience, Deadline Management, Prioritization, Technology Proficiency
San Diego, California, United States · On-site
$21/hr–$23/hr
Business Manager (Affordable) - Trails at Carmel Mountain | San Diego, CA Who We Are: Founded in 1975, CONAM Management operates in 10 states, across 26 key metropolitan markets, supporting over 60,000 apartment units of…
Skills: Affordable Housing Management, Leasing, Financial Reporting, Accounts Payable, Accounts Receivable
San Diego, California, United States · On-site
$20/hr–$25/hr
The Vehicle Payables Clerk submits, reconciles and issues payment for all Service Contracts, Gap Contracts, Dealer Reserve, Flooring and all other vehicle payables. At Mossy Auto Group our employees are our most valuable…
Skills: Automotive Accounting, Accounts Payable, Vendor Management, Invoice Reconciliation, Financial Reporting
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Lead the day-to-day management of a designated book of employee benefits business, including renewals, marketing, and client support. Develop financial models and provide actionable recommendations while resolving escalated claims and billing issues.
Requires a Bachelor's degree in Business Administration or equivalent experience and at least three years of client services experience in the brokerage or commercial insurance industry. Candidates must possess strong organizational skills and the ability to navigate governmental regulations and industry trends.
Lockton is seeking a motivated and detail-oriented Senior Account Manager in the Employee Benefits space. This role requires a strong commitment to building relationships, exceeding client expectations, and providing excellent client service. As a Senior Account Manager, you will oversee the day-to-day management and support of employee benefits policies, ensuring client satisfaction and successful renewals.
Position Responsibilities
• Lead the servicing of a designated book of business, including renewal, marketing, issue resolution, and client support.
• Use discretion and independent judgment to analyze industry trends and provide related guidance to clients.
• Address and resolve escalated claims, billing, and eligibility issues to ensure timely and satisfactory outcomes for clients.
• Develop financial models and reports for clients and senior team members. Provide interpretation, implications of analysis, and actionable recommendations.
• Participate in client strategy and renewal meetings to understand client expectations and ensure that the results align with our commitments.
• Lead the marketing of all product lines, develop presentation of results and present results, with oversight.
• Lead communications, and open enrollment activities to ensure a successful renewal process, along with supporting implementation.
• Participate in negotiations with carriers for new and renewal quotes. Prepare renewal presentation and present results, with oversight.
• Analyze quotes to determine appropriate recommendations and ensure adequate coverage for clients.
• Identify gaps in coverage or cross-sell opportunities and provide related recommendations.
• Lead implementation, communications, and open enrollment activities to ensure a successful renewal process.
• Address and resolve escalated claims, billing, and eligibility issues to ensure timely and satisfactory outcomes, as directed, with timely responses.
• Establish and maintain relationships with clients, carriers, and other vendors.
• Research and understand industry trends, carrier product offerings, and governmental regulations.
• Educate clients on compliance and regulatory matters.
• Mentor and train junior-level staff, fostering a collaborative and supportive work environment.
• Perform other responsibilities and duties as needed to support the team and clients.
Position Qualifications
• Bachelor’s Degree in Business Administration or a related field, or equivalent years of experience.
• Typically, three or more years of client services experience is required.
• Demonstrates strong working knowledge and experience within the brokerage/commercial insurance industry.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
• Strong attention to detail and organizational skills to prioritize heavy workloads and meet time-sensitive deadlines.
• Ability to work in a team environment and manage multiple tasks & projects with competing deadlines.
• Understands industry trends and governmental regulations.
• Ability to attend industry training sessions and complete continuing education requirements as needed.
• Readiness to expand knowledge and effectiveness in the insurance industry through extended education beyond continuing education requirements.
• Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information.
• Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manner.
• Ability to work outside of regular business hours and travel by automobile and aircraft, with the possibility of being away from home for more than one day and night.
• Legally able to work in the United States.
This position may be eligible for annual discretionary bonus consideration.
Lockton offers a competitive benefits package which includes medical, dental, vision, 401k plus match, life, salary continuation, long-term disability, wellness program, flexible spending accounts, legal benefit, identity theft protection, accident insurance, critical illness, hospital indemnity, pet insurance, and mental health benefits.
PLEASE NOTE- The salary range below is an estimate. The salary offered may vary depending on the candidate’s geographic location, job-related knowledge, experience, education, certifications, and skills.
What makes Lockton stand apart is also what makes us better: independence. Our private ownership empowers our nearly 15,000 Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, we deliver the deep understanding needed to accomplish remarkable results.
Offices: Global, US · 2100 Ross Ave, Dallas, Texas 75201, US · 7650 Edinborough Way, Suite 100, Edina, Minnesota 55435, US · 640 Taylor St, Suite 1450, Fort Worth, Texas 76102, US · 3657 Briarpark Dr, Suite 700, Houston, Texas 77042, US
There are currently 969 open finance & accounting positions in San Diego, CA listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Northrop Grumman, LPL Financial, Axos Bank, Bank of America, Northrop Grumman Mission Systems, Inc., among others. Browse the listings above to see every active employer.
Yes — 308 of the 969 open finance & accounting positions offer remote or hybrid work (88 remote, 220 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
