8 jobs found in aliso viejo

Company: Description: Title: Employee Health & Benefits Sales Intern Company: Marsh McLennan Agency Description: Company Overview: Marsh & McLennan Insurance Agency LLC (MMA) is a wholly owned subsidiary of Marsh, serving the risk prevention and insurance needs of middle market companies in the United States. MMA is the 9th largest insurance broker in the United States with annualized revenues of approximately 1.5 billion. Position Profile and Summary: The internship is a full time position lasting approximately mid-June through the end of July (6 weeks). Interns are under close supervision and performance is monitored to determine qualification for advancement as opportunities arise. The Marsh & McLennan Insurance Agency LLC Sales Intern Program is designed to prepare individuals to progress into a sales position upon graduation. Sales Interns will build the skills and knowledge needed to do so by working closely with their mentor...

Company: Description: Benefit Analyst Summary Work directly with Client Service Team (Client Managers, Client Executives and Principals) to provide a high level of client support in response to routine client requests and needs, act as liaison with carriers, and maintain client and carrier information. Essential Duties & Responsibilities Support the Client Service Team with the renewal process. • Gather client census data, current / renewal plan design and rate information, historical claims experience data, and any additionally related materials required to prepare RFP for client renewals and prospective groups. • For specifically assigned clients, provide Benefit Service Associates with RFP information and respond to questions for clarification if needed. For all other client RFP’s, follow processes and procedures to market clients for renewal process. • Analyze market proposals received to verify benefits, premium rates and competitiveness. •...

Company: Description: Summary Work directly with Client Service Team (Client Managers, Client Executives and Principals) to provide a high level of client support in response to routine client requests and needs, act as liaison with carriers, and maintain client and carrier information.  Essential Duties & Responsibilities Support the Client Service Team with the renewal process. Gather client census data, current / renewal plan design and rate information, historical claims experience data, and any additionally related materials required to prepare RFP for client renewals and prospective groups. For specifically assigned clients, provide Benefit Service Associates with RFP information and respond to questions for clarification if needed.  For all other client RFP’s, follow processes and procedures to market clients for renewal process. Analyze market proposals received to verify benefits, premium rates and competitiveness. Finalize and maintain client and...

Company: Description: Client Service Executive Department:         Employee Health & Benefits Summary Responsible for retention of existing business and the development of business within those assigned accounts. Client Service Executive associates act as a leader for the Client Service Team members to include Benefit Analysts and Client Managers.  Essential Duties & Responsibilities Oversee ongoing client service activities. Meet with the client throughout the year to ensure a high level of service and that client expectations are met. Responsible for meeting business retention goals. Participate in development of new business with existing clients by rounding out programs with additional and/or increased lines of coverage. Develop strong business relationships and client trust. Ensure client compliance with annual Form 5500 filing procedures as applicable. Advise Client Service Team, if needed, in resolving routine client concerns....

Company: Description: Responsible for retention of existing business and the development of business within assigned accounts.  Client Service Executive associates acts as a leader for the Retirement Services team. Essential Duties & Responsibilities Oversee ongoing client service activities. Meet with the clients throughout the year to ensure a high level of service and that client expectations are being met. Responsible for meeting business retention goals. Participate in development of new business with existing clients by providing employee education and increasing contributions. Develop strong business relationships and client trust. Ensure client compliance with annual plan testing and form 5500 filing procedures as applicable. Advise Client Service Team, if needed, in resolving routine client concerns. Investigate any reoccurring and non-routine client and carrier concerns and bring to a successful resolution. Facilitate and deliver employee education...

Company: Description: Client Manager Summary The Client Manager will provide advanced technical support to Client Service Executive, working in conjunction with other team members to perform duties for existing clients. In addition, the Client Manager may occasionally perform in the capacity of a Client Service Executive for specifically assigned accounts preparing for and providing renewal and new business presentations. Essential Duties & Responsibilities Process paperwork for new and renewal business to include: Applications and other documents required for a submission Binders Certificates of Insurance Policies Invoices Finance Agreements Endorsements Audits Perform account reconciliation. Proactively prepare renewal specifications and rough draft proposals. Assist with and/or manage the marketing of renewal business as directed by Account Executive. Prepare experience modification projections using Intellicomp or other...

Job Description Personal Lines Account Manager able to manage a book of business at an independent insurance agency. Proficient in agency management software, excellent communication skills, and familiar with comparative raters. Responsible for retaining current clients, writing new business that is referred to us, and customer service requests. Essential Duties and Responsibilities:  Leading renewal process (obtaining quotes, creating proposals, preparing applications, etc.)  Issuing auto ID cards & certificates of insurance etc.  Identifying opportunities to enhance coverages  Inside service including quoting and writing business for new and existing accounts  Taking payments from customers/upload to appropriate company website  Handle and oversee account renewals, remarkets, endorsements, billing and claims  Review accounts for current, accurate coverage and cross selling  Primary contact for clients  Answer calls & email inquiries & perform...

Job Description Commercial Lines Account Manager Pay Details: Annual Salary: $55,000 - $75,000 Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.  California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant . Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital....