Commercial Insurance Portfolio Manager
4 days ago
This Commercial Insurance Portfolio Manager role offers a unique opportunity to work with a variety of clients, managing their insurance portfolios and providing expert advice on risk management and insurance solutions.
Responsibilities- Develop and execute comprehensive insurance strategies for commercial clients, addressing their specific needs and risk profiles.
- Collaborate with the sales team to identify new business opportunities and develop tailored proposals for clients.
- Analyze clients' risk exposures, recommending suitable insurance solutions and negotiating policy terms.
- Manage client relationships, ensuring timely communication and issue resolution.
- Stay up-to-date with industry trends, regulatory changes, and best practices in commercial insurance.
- At least 3 years of experience in commercial insurance, preferably in a portfolio management or account management capacity.
- Strong understanding of commercial insurance products, coverages, and underwriting processes.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
- Ability to analyze complex data, identify patterns, and make informed recommendations.
- Proficient in insurance management software and Microsoft Office Suite.
- Relevant insurance licenses and certifications (e.g., CIC, CPCU) highly desirable.
The estimated annual salary for this position ranges from $85,000 to $90,000. As a member of our team, you will enjoy a comprehensive benefits package and opportunities for professional growth and development.
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Financial Portfolio Manager
2 days ago
Newport Beach, California, United States KBS Realty Advisors Inc Full timeJob Title: Financial Portfolio ManagerKBS Realty Advisors Inc. is seeking a skilled Financial Portfolio Manager to join our team in Newport Beach, California. The ideal candidate will have a strong understanding of financial modeling and cash flow analysis, with the ability to work independently and collaboratively as part of a larger team.Key...
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Portfolio Risk Management Expert
4 weeks ago
Newport Beach, California, United States PIMCO Full timePIMCO is a leading global fixed income investment manager with decades of experience in navigating complex debt markets. Our team of experts invests client capital across a range of traditional and non-traditional fixed income and credit opportunities, leveraging our deep relationships with issuers to provide innovative solutions for companies seeking...
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Portfolio Risk Manager Assistant
4 days ago
Newport Beach, California, United States PIMCO Full timeCompany OverviewPIMCO is a pioneering leader in active fixed income with profound expertise across public and private markets. Leveraging our extensive experience in complex debt markets, we provide innovative solutions for companies seeking financing and investors seeking strong risk-adjusted returns.About Our TeamOur high-performance inclusive culture...
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Portfolio Manager Associate
5 days ago
Newport Beach, California, United States Aristotle Capital Management, LLC Full timeCompany OverviewAristotle Capital Management, LLC is a majority employee-owned investment management organization specializing in equity and fixed income portfolio management for institutional and advisory clients worldwide.
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Real Estate Portfolio Executive
2 weeks ago
Newport Beach, California, United States RETS Associates Full timeJob DescriptionWe are seeking a highly motivated Senior Director of Asset Management to join our team at RETS Associates. As a key member of our leadership team, you will be responsible for leading the financial performance and business planning of our $3B+ west coast shopping center portfolio.Key AccountabilitiesLead the development and implementation of...
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Real Estate Portfolio Manager
2 days ago
Long Beach, California, United States BELMONT BROKERAGE & MANAGEMENT INC Full timeAbout the JobWe are seeking an experienced Real Estate Portfolio Manager to join our team at Belmont Brokerage & Management Inc. As a portfolio manager, you will be responsible for overseeing the daily operations of multiple commercial and/or residential properties. To be successful in this role, you will need to maintain high occupancy rates, maximize...
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Strategic Portfolio Analyst
4 weeks ago
Newport Beach, California, United States Aristotle Capital Management Full timeCompany OverviewAristotle Capital Management is a leading investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide.Salary$75,000.00 - $85,000.00 per year, plus discretionary bonus.Job DescriptionThe Client Portfolio Associate will work closely with the Investment Team...
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Residential Portfolio Manager
2 weeks ago
Newport Beach, California, United States AllView Real Estate Full timeJob ResponsibilitiesAs a Property Manager at AllView Real Estate, you will oversee contracting and supervision of repairs and maintenance work, conduct thorough property inspections, manage resident and property related issues as they arise, serve as a liaison between tenants and maintenance coordinators, assist in managing a portfolio of residential...
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Financial Portfolio Specialist
3 weeks ago
Newport Beach, California, United States Aristotle Capital Management, LLC Full timeCompany OverviewAristotle Capital Management, LLC is a majority employee-owned investment management organization with offices in Los Angeles, Newport Beach, Boston, and Sarasota. Our mission is to provide active portfolio management using our research-driven investment framework, helping clients achieve their long-term financial goals.Compensation RangeThe...
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Portfolio Finance Specialist
2 weeks ago
Newport Beach, California, United States RedLine Associates, Inc Full timeAbout the RoleAt RedLine Associates, Inc, we are seeking a skilled Portfolio Associate to support our Portfolio Managers in achieving their investment objectives. This role will involve directly assisting Portfolio Managers and building relationships with internal teams across the firm's global offices.ResponsibilitiesOur ideal candidate will be responsible...
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Portfolio Risk Specialist
4 weeks ago
Newport Beach, California, United States PIMCO Full timePIMCO, a global leader in active fixed income, seeks a Risk Manager to join our Portfolio Risk Management team in Newport Beach, California. As part of our team, you will be responsible for assessing portfolio strategies, collaborating with portfolio managers, and engaging with credit analysts to analyze investment risks and identify potential risk...
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Quantitative Portfolio Manager
2 weeks ago
Newport Beach, California, United States PIMCO Full timeDynamic Quantitative Investment PlatformPIMCO is a global leader in active fixed income, leveraging decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have enabled us to become one of the world's largest providers of traditional and non-traditional solutions for companies that need financing...
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Portfolio Risk Specialist
4 days ago
Newport Beach, California, United States PIMCO Full timePIMCO is a global leader in active fixed income, offering innovative solutions for companies and investors alike. With deep expertise across public and private markets, we provide tailored investment strategies to meet the unique needs of our clients.We are currently recruiting for a Portfolio Risk Manager to join our team in Newport Beach, California. As a...
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Newport Beach, California, United States Jobot Full timeEstimated Salary:$90,000 - $110,000 per yearJob DescriptionWe're seeking an experienced Commercial Lines Account Manager to join our team. In this role, you'll serve as the primary point of contact for commercial clients, addressing their inquiries and resolving issues promptly. Your portfolio will consist of managing a group of commercial insurance...
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Insurance Relationship Manager
3 days ago
Newport Beach, California, United States Alera Group Full timeJob OverviewWe are seeking a highly skilled Insurance Relationship Manager to join our Property Casualty team at Alera Group. As an essential part of our Commercial Lines division, you will play a critical role in ensuring exceptional client satisfaction and delivering high-quality products and services.
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Real Estate Portfolio Analyst
4 weeks ago
Newport Beach, California, United States NAIOP SoCal Full timeAt NAIOP SoCal, we're seeking a highly skilled Real Estate Portfolio Analyst to join our team. This role plays a critical part in the success of our organization, and we're looking for someone with a strong background in real estate credit and portfolio management.About UsWe're one of the world's leading asset managers, dedicated to delivering an investment...
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Data Analyst Intern
4 weeks ago
Newport Beach, California, United States PIMCO Full timeAbout PIMCOPIMCO is a global leader in active fixed income. With our launch in 1971, we introduced investors to a total return approach to fixed income investing.Since then, we have worked relentlessly to help millions of investors pursue their objectives, regardless of shifting market conditions.We believe each of us is here to help others succeed and this...
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Fixed Income Portfolio Specialist
4 days ago
Newport Beach, California, United States PIMCO Full timeJob OverviewPIMCO is a global leader in active fixed income with deep expertise across public and private markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted...
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Commercial Banking Relationship Manager
22 hours ago
Long Beach, California, United States City National Bank Full timeJob DescriptionAbout the Role:We are seeking an experienced Commercial Banking Relationship Manager to join our team. In this role, you will be responsible for developing and managing relationships with commercial clients in assigned business segments and geographic areas.Main Responsibilities:Develops and manages relationships with commercial clients to...
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Investment Portfolio Specialist
2 days ago
Newport Beach, California, United States Aristotle Capital Management Full timeAristotle Capital Management is seeking a skilled Investment Portfolio Specialist to join our team. As an integral part of our institutional business development team, you will be responsible for RFPs and questionnaire completions, populating and maintaining various industry databases, client support for the relationship management team, and ad-hoc requests...