Jobs in San Diego Remote
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The ideal candidate will have over five years of experience in lending and strong client relationship management skills.
The role includes championing client-centric solutions and collaborating with internal partners to grow profitable relationships.
A bachelor's degree is preferred.
This position offers the opportunity to directly impact market growth and innovation strategies.
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Based in Los Angeles, Strategic Legal Practices is one of the largest litigation firms within California, representing clients in a range of consumer protection and civil litigation matters. Our Firm measures our success by how well our clients do. We are armed with a group of experienced attorneys, led by one of the most successful Lemon Law and Consumer Fraud litigators in California. The best predictor of performance is our record of achievement. We are proud to have successfully helped thousands of clients in their pursuit against car manufacturers. Our success rate is unmatched by any other Firm.
About the Role
Strategic Legal Practices (SLP), a rapidly expanding litigation firm is seeking a Junior Trial Attorney to join our dynamic trial team. This role is ideal for ambitious attorneys eager to gain courtroom experience, travel frequently, and grow quickly into senior trial roles. You will work closely with seasoned trial attorneys, contributing meaningfully to case strategy, trial preparation, and courtroom execution.
Responsibilities
- Drive case strategy alongside senior trial attorneys to achieve optimal outcomes for clients.
- Handle hearings, motions, and trial work under the supervision of senior attorneys.
- Assist in all phases of trial preparation including depositions, hearings, and witness preparation.
- Support senior trial attorneys with case strategy and execution.
- Prepare witnesses for deposition and trial testimony, including reviewing case facts, anticipating cross-examination, and conducting mock questioning.
- Manage assigned case tasks and deadlines with growing independence.
- Travel frequently across California to attend hearings and trials.
- Contribute to the team’s trial readiness and litigation success.
Why Join Us
- Career Growth
- This is not a “career associate” role - it’s a launchpad for trial lawyers. High performers will have rapid opportunities for:
- First-chair trial experience.
- Significant case responsibility.
- Fast-track advancement into senior trial and leadership roles.
Compensation & Benefits
- Competitive salary commensurate with experience
- $120,000 - $200,000 annually
- Two bonus structures: performance-based + firm-wide discretionary bonuses.
- Full benefits package: medical, dental, vision, 401(k) with employer match, life & disability insurance, and paid parking.
- Paid time off, referral program, and employee assistance program.
Qualifications
- 1–3 years of trial-related experience (jury, bench, or significant trial prep/support).
- Licensed and in good standing with the California State Bar.
- Exceptional written and verbal advocacy skills.
- Strong work ethic, eagerness to learn, and ability to handle high-pressure situations.
- Assertive, competitive, and trial-ready with excellent courtroom presence.
- Willingness and ability to travel frequently for cases.
We’re committed to supporting the well-being and success of our team through a robust and thoughtfully designed benefits package, including:
- 401(k) with Employer Match – Plan for your future with confidence and company support.
- Health, Dental, and Vision Insurance – Comprehensive coverage to keep you and your family healthy.
- Short-Term, Long-Term Disability & Life Insurance – Financial protection for life’s unexpected events.
- Paid Parking – Convenient and covered, so you can focus on your day.
- Generous Paid Time Off – Ample time to rest, recharge, and take care of personal matters.
- Employee Referral Program – Earn rewards for introducing talented individuals to our team.
- Employee Assistance Program (EAP) – Confidential resources for personal and professional support.
- Employee Discount Program – Access to exclusive savings on a variety of products and services.
- Coverage of bar dues and CLEs
- Ongoing professional development opportunities
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Wonderist Agency is a full-service marketing agency that supports 1,000+ dentists around the country. We pride ourselves on ditching the old fashioned marketing model of stock photos and templated sites. We strive to tell our clients’ stories with bespoke brands, impactful photo and video shoots, and stunning website design (Here is a great example of our work: )
We’re a team of over 70+ passionate marketers nestled in sunny San Diego. We are walking distance from local hangouts, bars, and the famed Liberty Station. While many companies simply check the required boxes when it comes to culture, a well-balanced team and positive office culture has been the core of our success from the start. We are a social team at heart, and that is one constant that hasn’t changed with all the movement this economy and industry has seen. We have embraced a hybrid work model where local team members come in at least two days a week. This allows us to work from home and have flexibility, without altogether forgoing the excitement and moments of collaboration and inspiration you can only get from in-person time. Not to mention, we also genuinely enjoy spending time together and socializing.
We celebrate new ideas and prioritize a culture of trust and respect where team members can grow and take risks. Each quarter we host events under our four cultural pillars; health & wellness, personal & professional development, social good, and social. We are proud to have been named one of San Diego Business Journal’s Best Places to Work in 2018, 2021, 2022 and 2023, made the Inc 5000 Regionals Fastest Growing Companies 2021, 2022 and 2024, made the San Diego Business Journal’s Fastest Growing Private Companies list in 2019, 2020, 2022, and 2023, made the Inc Best Workplaces list in 2024 and made the Inc. 5000 for the last 6 years (2019-2025)!
If you work at Wonderist, you likely enjoy a challenge, appreciate autonomy, actually care about clients, and are looking for a team that you can enjoy being part of.
Job Description
Wonderist Agency is seeking a strategic and results-driven Chief Financial Officer (CFO) to lead all financial planning, forecasting, reporting, profitability management, and financial operations across the company. If you are passionate about financial strategy, budgeting, variance analysis, reporting, KPI development, and building scalable financial systems, we want to hear from you!
Key Responsibilities
- Oversee daily financial operations including cash flow, AP/AR, expense tracking, and spending approvals
- Review weekly revenue pacing, margins, staffing ratios, labor efficiency, and churn indicators
- Support department heads with financial insight and resource planning
- Approve contracts, vendor agreements, and financial commitments
- Manage team of 2-5 financial analysts and their growth and job duties.
- Provide weekly updates on KPIs and financial performance to the CEO and leadership team
Monthly
- Lead the month-end close process including reconciliations, journal entries, and financial accuracy checks
- Produce monthly financial statements with variance analysis and insight-driven commentary
- Update rolling 12-month forecasts for revenue, staffing, expenses, and cash flow
- Deliver monthly dashboards for MRR, churn, departmental margins, and operational KPIs
- Oversee payroll, commissions, and incentive compensation calculations
- Lead quarterly forecasting, budgeting, and scenario planning
- Present detailed financial reviews during QBRs with leadership
- Re-evaluate pricing models, profitability, and cost structures each quarter
- Support quarterly board or investor reporting as needed
- Adjust KPIs and financial targets based on business performance
Essential Functions: What You’ll Do
Financial Strategy & Leadership
- Financial Strategy Development: Create and maintain Wonderist’s long-term financial plan, aligning strategy with company goals and growth priorities.
- P&L Management: Oversees full profit and loss performance, ensuring financial targets are met through strategic budgeting, forecasting, and cost management.
- Pricing & Profitability Leadership: Evaluate pricing, margins, and labor efficiency. Recommend improvements across service lines to maintain strong profitability.
- Revenue Forecasting: Build and maintain detailed revenue forecasts incorporating client count projections, retention trends, churn risk, service line growth, and sales pipeline probability. Update revenue pacing weekly and create multiple scenarios for conservative, likely, and aggressive growth outcomes.
- Cost Forecasting: Develop forward-looking cost models covering labor, overhead, contractor usage, software tools, marketing spend, and capital needs. Ensure all expenses are aligned with company targets, budgets, and profitability goals.
- Client Count Forecasting: Track expected new clients, projected churn, expansion revenue potential, and seasonality. Partner with Sales and CSM to maintain an accurate client count forecast that drives revenue and hiring decisions.
- Hiring Forecasts: Build hiring plans tied to revenue forecasts, capacity models, utilization rates, and department load. Determine when and where additional staff is needed, and forecast the financial impact of new hires.
- Bonus & Compensation Projections: Build models for quarterly and annual bonus programs, including projected payouts based on KPIs, profitability targets, and individual/department performance. Ensure all compensation projections are tied into the master budget.
- Scenario Modeling: Create multi-scenario financial models assessing the impact of pricing changes, hiring adjustments, churn events, new service lines, and major expenses. Present best-case, worst-case, and most-likely outcomes.
- Budget Leadership: Lead the annual budgeting process and quarterly reforecasting cycles. Ensure department budgets reflect current business reality and future strategic goals.
- Cross-Department Collaboration and Business Decision Support: Work with Operations, Sales, CSM, Creative, SEO, and Web teams to gather inputs for forecasting, including hiring timelines, workload expectations, and client lifecycle trends.
Reporting & Performance Analysis
- KPI Management: Build, maintain, and monitor a comprehensive KPI framework that tracks the financial health of the company. This includes MRR, churn, client count, average revenue per client, gross margin by department, EBITDA, cash position, utilization, staffing ratios, labor efficiency, revenue pacing, and forecast accuracy. Identify trends early and proactively flag risks or opportunities to leadership.
- Financial Reporting: Produce accurate, timely monthly financial packages that include P&L, balance sheet, cash flow, budget-to-actual comparison, margin analysis, and departmental financial performance. Provide clear variance explanations and actionable insights so leaders understand what changed, why it changed, and what adjustments should be made.
- Data Analysis: Analyze historical financial performance, departmental trends, service-line profitability, and operational efficiency using spreadsheets, custom reporting, and internally developed dashboards. While the company does not currently have a BI platform, explore options for implementing a scalable BI tool and lead its future integration. In the meantime, consolidate data from QuickBooks, payroll systems, time-tracking, CRM, and internal reports to create a unified financial view.
Controls, Compliance & Financial Operations
- Financial Controls: Design, implement, and maintain strong internal controls that ensure accuracy, completeness, and reliability across all financial processes. Establish clear approval workflows, spending policies, and monthly reconciliation procedures. Ensure compliance with GAAP standards and maintain audit-ready documentation at all times. Oversee tax compliance, coordinate with external accountants or auditors, and ensure that all filings are timely, accurate, and aligned with regulatory requirements.
- Cash Management: Develop and manage a forward-looking cash flow strategy that ensures stability, operational readiness, and long-term health of the business. Monitor cash inflows and outflows daily, forecast future liquidity needs, and maintain appropriate reserve levels for risk mitigation. Manage banking relationships, negotiate favorable terms when applicable, and ensure the company’s cash position supports hiring plans, investments, bonuses, and other strategic initiatives.
- Accounting Liaison and Bookkeeping Liaison: Reviewing month-end numbers, reconciling issues, ensuring reporting integrity.
Cross-Functional Collaboration & Support
- Departmental Partnership: Serve as the primary financial resource for Operations, Sales, CSM, Creative, Web, and SEO teams. Provide each department with customized financial insights, including budget guidance, margin expectations, capacity modeling, and cost considerations. Help leaders understand the financial implications of staffing decisions, workload distribution, project timelines, and client retention trends. Build financial literacy across departments by translating data into clear, actionable direction.
- Strategic Support: Partner with leadership to guide high-impact decisions related to pricing, hiring plans, service expansion, compensation models, resource allocation, and new product development. Evaluate the financial viability of new initiatives and provide scenario analysis that outlines risks, ROI expectations, and long-term impact. Act as a strategic thought partner who brings financial clarity to creative and operational decisions.
- Manage Team: Manage an outsourced team of analysts and bookkeepers. Create schedule for workflow, key document due dates and support them in their day to day growth and job duties.
- CFO Hub Relationship Management: Serve as the primary liaison between Wonderist and CFO Hub, ensuring alignment on month-end close accuracy, reporting timelines, reconciliation quality, and financial process improvements. Oversee deliverables, hold vendors accountable to agreed-upon standards, and ensure the partnership strengthens internal financial operations rather than merely supporting them. Provide clear direction, review outputs, and elevate issues to maintain a high level of performance.
- CPA & Tax Strategy Collaboration: Work closely with Wonderist’s external CPA firm to ensure proactive tax planning, compliance, and optimization. Coordinate tax filings, quarterly estimates, annual strategies, and long-term tax planning initiatives. Maintain open communication with the CPA team to identify opportunities for tax savings, evaluate entity structure implications, and support financial decisions with fully informed tax considerations.
- Financial Vendor Oversight: Manage relationships with all external financial partners—including payroll providers, benefits administrators, banking contacts, and potential BI or financial tooling vendors. Ensure each partnership adds measurable value, integrates smoothly into Wonderist’s financial workflows, and aligns with company goals. Participate in vendor evaluations, negotiate terms when needed, and ensure financial tools are selected and implemented strategically.
Core Competencies: What you’ll bring to the role
Leadership & Initiative
- Resourceful and Confident Self-Starter: Able to take ownership of financial responsibilities, work independently, and consistently drive results without heavy oversight.
- Trustworthy: Operates with a high degree of confidentiality, integrity, and reliability while working closely with the executive team.
- Thought Leadership: Brings forward strong financial insight and long-term strategic thinking to support the company’s growth and direction.
Client Relationship Excellence (Internal)
- Financial Support Partner: Provides clear financial guidance to internal teams, supporting informed decision-making across departments.
- Communication Expert: Able to explain complex financial data in simple, actionable terms that are easy for non-financial teams to understand.
- Relationship Builder: Builds trust and credibility with cross-functional leaders by providing reliable, thoughtful, and collaborative financial support.
Problem-Solving & Adaptability
- Solutions-Oriented: Quickly diagnoses financial and operational issues, proposes clear solutions, and adapts to evolving business needs.
- Strong Decision-Making: Makes sound, timely decisions under pressure using data, judgment, and strategic insight.
- Adaptable: Comfortable navigating ambiguity in a fast-paced environment and adjusting priorities as needed.
Organization & Process Management
- Process-Driven: Creates, improves, and maintains financial processes that support clarity, accuracy, and operational efficiency.
- Project Manager: Capable of managing multiple financial initiatives simultaneously while meeting deadlines and maintaining high-quality outputs.
- Analytical Strength: Uses strong analytical skills to interpret financial data, evaluate trends, and support data-driven decisions.
Communication & People Skills
- Clear Communicator: Presents financial information in a professional, concise, and understandable way to stakeholders at all levels.
- Empathetic Leader: Connects authentically with team members and provides thoughtful guidance that supports growth and collaboration.
Alignment with Company Values
- High Standards of Work: Demonstrates accuracy, rigor, and pride in all financial outputs. Avoids sloppiness and holds a high bar for quality.
- Cultural Fit: Embodies Wonderist’s values of trust, creativity, continuous improvement, and positive collaboration.
Biggest Challenges For This Position
Managing forecasting accuracy in a hybrid subscription + project-based agency model
Scaling financial systems for growth
Balancing profitability across multiple service lines with different cost structures
Performance Metrics
The success of this role will be measured by:
- Forecast accuracy
- EBITDA and departmental margin performance
- MRR stability and reduced churn risk
- Budget adherence and cost optimization initiatives
Soft Skills
- Integrity
- Accountability
- Team collaboration
- Clear communication
- Reliability
- Commitment to high-quality work
This Role’s Requirements
- Advanced financial modeling
- Strategic thinking
- Ability to simplify complexity
- Strong analytical judgment
Hard Skills
- Microsoft Excel & Google Sheets (Advanced)
- Financial modeling and forecasting (Advanced)
- Accounting and reporting Best Practices (Advanced)
- Experience with QuickBooks
- BI dashboard experience (Looker Studio, Tableau, or similar)
Minimum Qualifications:
- 7+ years in finance leadership roles
- Expertise in budgeting, forecasting, and financial reporting
- Strong GAAP knowledge
- Experience managing P&Ls in a service-based business
- Familiarity with project management tools such as
Bonus Points for Applicants With…
(if you don’t have these but are organized and want to learn, we want to hear from you!)
- Agency, SaaS, or dental industry experience
- CPA, CFA, or MBA
- M&A or investor reporting experience
- Experience implementing financial systems or BI dashboards
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SEA 21, NAVSEA’s Director of Surface Ship Maintenance, Modernization, and Sustainment is seeking professional support services (PSS) to support the Government's existing organization, personnel, knowledge, and processes.
SEA 21 integrates sustainment and maintenance strategies, modernization plans, training needs, and technical, logistics, and programmatic efforts to best manage the lifecycle of U.S. and partner Navy surface ships and systems from fleet introduction through transfer or disposal.
SEA 21 is the dedicated life cycle management organization for the Navy's in-service surface ships and is responsible for managing
critical modernization, maintenance, training, and inactivation programs.SEA 21 provides wholeness to the fleet by serving as the primary technical interface, ensuring surface ships are modernized with the latest technologies and remain mission relevant throughout each ship's service life. The organization also maintains inactive ships for future disposal, donation, or transfer, to include follow-on technical support to our partner navies.
The salary for this position is $74,500-$77,300.
Duties include
Collect, review, and analyze information in order to make recommendations to the Government.
Define the nature and extent of problems.
Analyze relevant data, which may include annual revenues, employment, cost performance, schedule or expenditures.
Interview managers and employees while observing their operations.
Develop solutions to problems.
In the course of preparing recommendations, understand the nature of the organization, the relationship it has with others in the Government, and its internal organization and culture.
Prepare and solve mathematical models.
Report findings and recommendations to the Government.
Reports are usually submitted in writing, but oral presentations regarding findings also are common.
For some projects, management analysts are retained to help implement the suggestions they have made.
Required Skills and Experiences
Required:
- Minimum of 5 years professional experience related to labor category
Preferred:
- 7 years professional experience related to labor category
- Experience supporting a DoD component.
Degree Requirements
Required:
- Minimum of 5 years professional experience related to labor category
Preferred:
- Bachelor's degree in any field.
- Must be a U.S. citizen
- A secret security clearance.
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This role involves overseeing daily financial operations, managing a team of financial analysts, and ensuring profitability across service lines.
The ideal candidate must have 7+ years of finance leadership experience, strong analytical skills, and be well-versed in budgeting and reporting.
Join a dynamic team that values creativity and collaboration in a hybrid work environment.
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The role involves leading enterprise risk governance in digital banking operations, focusing on operational, regulatory, and financial risk.
With a requirement of over 12 years of risk leadership experience in banking or fintech, candidates should also hold a Bachelor's degree in Finance, Risk Management, or Business.
The compensation ranges from $250,000 to $380,000 plus bonuses and equity.
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Remote working/work at home options are available for this role.
At Care Options for Kids, pediatric home health nursing is intentionally different. Instead of juggling multiple patients and constant interruptions, you provide one-on-one care in the home, allowing you to focus fully on your patient and deliver care with confidence and consistency.
In this role, you'll support pediatric patients with skilled nursing needs while working closely with a registered nurse and clinical leadership. LPNs who thrive here value meaningful patient relationships, clear direction, and the reassurance of knowing support is always available when needed.
If you're an LPN looking for a role that offers stability, support, and the ability to make a real difference in a child's life, this position was designed with you in mind.
Care Options for Kids Benefits
~ Paid Time Off (PTO) and flexible schedule
~ Medical, dental, and vision coverage
~401(k) retirement plan
~ Weekly pay and direct deposit
~24/7 On-Call for support
~ CEU credits
~ Training opportunities
~ Nurse Referral Bonus
Support That Keeps You Safe and Confident
~ Easy-to-use Employee Portal that puts you in control, request shifts that fit your schedule and preferences, earn Care Bucks rewards, and stay connected to the COFK community.
~24/7 on-call clinical support whenever guidance is needed
~ Clear plans of care with RN oversight
~ PPE provided in every home, including masks, gloves, and hand sanitizer
~ Care delivered in alignment with CDC safety guidelines
~ A clinical team focused on nurse safety and success
Requirements
Valid New Jersey LPN License or Multistate License
Physical from within three years
PPD or Chest X-Ray
Valid BLS CPR card (obtained in person not online)
Valid driver's license
G-tube, trach, vent experience or willing to train
Care Options for Kids is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
#APPNUNEP #RDNUNEP
Salary:
$66560.00 - $79040.00 / year
Remote working/work at home options are available for this role.
Sr. Data Engineer (Hybrid)
Chicago, IL
The American Medical Association (AMA) is the nation's largest professional Association of physicians and a non-profit organization. We are a unifying voice and powerful ally for America's physicians, the patients they care for, and the promise of a healthier nation. To be part of the AMA is to be part of our Mission to promote the art and science of medicine and the betterment of public health.
At AMA, our mission to improve the health of the nation starts with our people. We foster an inclusive, people-first culture where every employee is empowered to perform at their best. Together, we advance meaningful change in health care and the communities we serve.
We encourage and support professional development for our employees, and we are dedicated to social responsibility. We invite you to learn more about us and we look forward to getting to know you.
We have an opportunity at our corporate offices in Chicago for a Sr. Data Engineer (Hybrid) on our Information Technology team. This is a hybrid position reporting into our Chicago, IL office, requiring 3 days a week in the office.
As a Sr. Data Engineer, you will play a key role in implementing
and maintaining AMA's enterprise data platform to support analytics,
interoperability, and responsible AI adoption. This role partners closely with
platform engineering, data governance, data science, IT security, and business
stakeholders to deliver highquality, reliable, and secure data products. This
role contributes to AMA's modern lakehouse architecture, optimizing data
operations, and embedding governance and quality standards into engineering
workflows. This role serves as a
senior technical contributor within the team-providing mentorship to junior
engineers and implementing engineering best practices within the data platform function,
in alignment with architectural direction set by leadership.
RESPONSIBILITIES:
Data Engineering & AI Enablement
- Build and maintain scalable data pipelines and
ETL/ELT workflows supporting analytics, operational reporting, and AI/ML use
cases. - Implement best practice patterns for ingestion,
transformation, modeling, and orchestration within a modern lakehouse
environment (e.g., Databricks, Delta Lake, Azure Data Lake). - Develop highperformance
data models and curated datasets with strong attention to quality, usability,
and interoperability; create reusable engineering components and automation. - Collaborate with the Architecture Team, the Data
Platform Lead, and federated IT teams to optimize storage, compute, and
architectural patterns for performance and costefficiency. - Build model-ready data sets and feature
pipelines to support AI/ ML use cases; serve as a technical coordination point
supporting business units' AI-related infrastructure needs. - Collaborate with data scientists and AI Working
Group to operationalize models responsibly and maintain ongoing monitoring
signals.
Governance, Quality & Compliance
- Embed data governance, metadata standards,
lineage tracking, and quality controls directly into engineering workflows;
ensure technical implementation and alignment within engineering workflows. - Work with the Data Governance Lead and business
stakeholders to operationalize stewardship, classification, validation,
retention, and access standards. - Implement privacybydesign and securitybydesign
principles, ensuring compliance with internal policies and regulatory
obligations. - Maintain documentation for pipelines, datasets,
and transformations to support transparency and audit requirements.
Platform Reliability, Observability & Optimization
- Monitor and troubleshoot pipeline failures,
performance bottlenecks, data anomalies, and platformlevel issues. - Implement observability tooling, alerts,
logging, and dashboards to ensure endtoend reliability. - Support cost governance by optimizing compute
resources, refining job schedules, and advising on efficient architecture. - Collaborate with the Data Platform Lead on
scaling, configuration management, CI/CD pipelines, and environment management. - Collaborate with business units to understand
data needs, translate them into engineering requirements, and deliver
fit-for-purpose data solutions; share and apply best practices and emerging
technologies within assigned initiatives. - Work with IT Security and Legal/ Compliance to
ensure platform and datasets meet risk and regulatory standards.
Staff Management
- Lead, mentor, and provide management oversight
for staff. - Responsible for setting objectives, evaluating
employee performance, and fostering a collaborative team environment. - Responsible for developing staff knowledge and
skills to support career development.
May include other responsibilities as assigned
REQUIREMENTS:
- Bachelor's degree in Computer Science, Engineering, Information Systems, or related field preferred or equivalent work experience and HS diploma/equivalent education required.
- 5+ years of experience in data engineering within cloud environments
- Experience in people management preferred.
- Demonstrated hands-on experience with modern data platforms (Databricks preferred).
- Proficiency in Python, SQL, and data
transformation frameworks. - Experience designing and operationalizing
ETL/ELT pipelines, orchestration workflows (Airflow, Databricks Workflows), and
CI/CD processes. - Solid understanding of data modeling,
structured/unstructured data patterns, and schema design. - Experience implementing governance and quality
controls: metadata, lineage, validation, stewardship workflows. - Working knowledge of cloud architecture, IAM,
networking, and security best practices. - Demonstrated ability to collaborate across
technical and business teams. - Exposure to AI/ML engineering concepts, feature
stores, model monitoring, or MLOps patterns. - Experience with infrastructureascode
(Terraform, CloudFormation) or DevOps tooling.
The American Medical Association is located at 330 N. Wabash Avenue, Chicago, IL 60611 and is convenient to all public transportation in Chicago.
This role is an exempt position, and the salary range for this position is $115,523.42-$150,972.44. This is the lowest to highest salary we believe we would pay for this role at the time of this posting. An employee's pay within the salary range will be determined by a variety of factors including but not limited to business consideration and geographical location, as well as candidate qualifications, such as skills, education, and experience. Employees are also eligible to participate in an incentive plan. To learn more about the American Medical Association's benefits offerings, please click here.
We are an equal opportunity employer, committed to diversity in our workforce. All qualified applicants will receive consideration for employment. As an EOE/AA employer, the American Medical Association will not discriminate in its employment practices due to an applicant's race, color, religion, sex, age, national origin, sexual orientation, gender identity and veteran or disability status.
THE AMA IS COMMITTED TO IMPROVING THE HEALTH OF THE NATION
Apply NowShare Save JobRemote working/work at home options are available for this role.
As a member of our underwriting support team, you will provide high level support to the underwriting function. In this role, you will assist in the preparation of new business quotes and policy issues, as well as rating both new business and renewal applications, while maintaining accuracy and targeted due dates.
Responsibilities:
- Complete portfolio process (RPA) prior to renewal date
- Complete pre-underwriting process of renewals by Underwriter due date and new business submissions
- Coordinate the pre-underwriting process which includes, but is not limited to:
- Review of application
- Request for add'l info from agent or PMA staff
- Classification of exposures
- Ordering RMA, D&B, MVR's and synopsis
- Completion of loss trend and development
- Analysis of large claims and loss trends
- Review of prior audits
- Complete new business, renewal and financial notification forms.
- Attend and fully participate in all Team and Underwriting Meetings
- Meet with assigned underwriter weekly to discuss and prioritize work processes and tasks
- Process work in a timely and accurate manner
- Rate and issue WC new business and renewal policies. Provide instruction to the Rating Center for completion of PAL lines new business and renewal policies.
- Issue WC and Auto state filings as required.
- Review correspondence including: Mid-term endorsement requests, Cancellation requests, WC Bureau letters. Respond to inquiries within UA authority.
- Maintain Corporate Underwriting Image Standards.
- Contact producers and insureds to obtain information and expedite service.
- Visits Agents with an Underwriter for the purpose of establishing contact and acquainting them with work routines.
- May assume a major role in training new hires, special projects, and learning & presenting new material to other Underwriting Assistants.
- Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work.
#LI-Hybrid
Requirements:- High School diploma or equivalent.
- 3 years commercial underwriting assistant experience working with small and mid-sized accounts.
- Experience working with internal/external clients
- Ability to maintain professional, proficient working relationships
- Strong team skills.
#LI-Hybrid
Remote working/work at home options are available for this role.
In this position, you will underwrite new and renewal business which includes solicitation, selection and pricing of highly complex multi-line risks (workers compensation, commercial auto, general liability). You will actively and creatively pursue new commercial insurance solutions including guaranteed cost, large deductible and retro account opportunities throughout the territory through your network of national and regional brokers and agents. Maintain and develop prospects in order to have a strong base of future opportunities to build your large account book. Contribute to the development of broker and agency management strategies and lead the development and execution of relationship management plans.
Responsibilities:
- Analyze, select and profitably price coverage for commercial risks and determine terms and conditions of coverage on new and renewal business.
- Apply and conform to underwriting rules and guidelines, rating manuals, insurance laws/ regulations.
- Utilize a consultative selling approach to generate new business consistent with underwriting strategy and in coordination with service team members to include accurately assessing the needs of the broker and the client and formulating solutions that effectively address those needs.
- Analyze underwriting & marketing activities and corresponding results; prepare reports to management.
- Mentor and provide technical training and guidance to coworkers.
- Determine, coordinate and direct account management activities with various departments.
- Negotiate and deliver proposals to producers and buyers.
- Develop and maintain client relationships and coordinate service team efforts.
- Identify opportunities for organizational improvement and recommend solutions.
- Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work.
Requirements:
- Bachelor's degree or equivalent experience required.
- 7 years of casualty underwriting with an insurance carrier required.
- Advanced understanding and technical knowledge of underwriting mechanics and fundamentals.
- Advanced knowledge of casualty coverage and loss sensitive deal structures (retrospective rating, large deductible, captive, and self-insurance). Additional knowledge in financial analysis, account management and collateral management is desired.
- Advanced knowledge of local and regional market conditions as well as industry trends.
- Prior experience in or knowledge of Midwest markets and ability to travel within these markets is strongly preferred.
- Advanced knowledge of underwriting territory and strong relationships with the local distribution network (local and regional agents, national and regional brokers, and select consultants).
- Demonstrated proficiency in the successful marketing and prospecting of business opportunities, as well as, relationship building and agency management skills.
- Ability to create a presence that conveys interest, conviction, and energy in maintaining relationships with external business partners.
- Strong ability to effectively communicate verbally and in writing to uncover business needs.
- Ability to foster creative solutions that resonate with external business partners.
- Ability to interact with various levels of management and support personnel.
- Advanced skills in marketing, analysis, decision making/problem solving, planning and organizing; sales and negotiation and mathematical proficiency.
- Strong desire to work collaboratively and foster a team oriented environment with Claims, Risk Control and other departments.
- Willingness to travel for business purposes. Underwriters are expected to be visible with their agents and brokers in order to develop and maintain solid relationships and generate an adequate flow of qualified business.
- Chartered Property Casualty Underwriter (CPCU); Associate in Risk Management designation or other professional designations are desired.
Remote working/work at home options are available for this role.
