11 client service analyst jobs found in Birmingham, AL

Entry-level position where the candidate will gain the foundational skills needed in employee benefits and insurance to advance client strategies and fulfill objectives of the Financial Team & Employee Benefits Department. PRIMARY RESPONSIBILITIES: Contributes to a wide variety of projects involving design, financing, delivery, ongoing management and communication of health and group benefit programs for Employee Benefits clients. Coordinates reporting workflow, project management, & project communication. Completes basic monthly financial reporting, mostly independently and more complex deliverables and projects with oversight. Education & Experience: Bachelor’s degree required; Study in business, risk management, math, or relevant work experience preferred Competence in Microsoft Office Suite, with demonstrated proficiency in Microsoft Excel (Pivot Tables, xlookup, etc.) required. Experience with macros preferred but not required. Power BI (or...

The Capture Center Specialist participates in all assigned activities pertaining to scanning, matching and attaching EOR and bill to be returned to the client and responding to phone calls from the providers. The participant will handle all incoming mail and faxes. The participant is also responsible for making sure that the bills are returned to the client within a timely manner and understanding how to communicate with the supervisor any delays that would prevent the work from being returned in a timely manner. The participants are responsible for working as a team and assisting each other when required to make sure the goals are met or achieved. To successfully accomplish these responsibilities the Capture Center Specialist will work closely with the analyst and supervisor. This is an onsite role. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Identifying and indexing all incoming faxes to the appropriate file, on a daily and timely basis Scans paper documents and...

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our...

CAC Group, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry’s best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry. This is an entry-level customer service position responsible for assisting staff and supporting the team’s book of business. This includes the marketing process for new and renewal business, providing a high level of customer service on a daily basis, communication and problem solving, all in order to maintain and promote business growth. Duties & Responsibilities: Participate in day-to-day operations of a service team and the...

The Account Coordinator is an entry-level customer service position responsible for managing the day-to-day functions of an assigned book of business within the Education Practice while providing exceptional customer service to clients. CAC, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry’s best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry. Duties & Responsibilities: Participate in day-to-day operations of a service team and the assigned book of business Partner with the team and Producers to assist with customer service needs to maintain...

CAC Group, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry’s best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry. Responsible for marketing new and renewed business within a specific P&C service team Assist with pre-renewal and renewal meetings to present results to established client contacts Oversee a team of employees handling a specific book of business Prepare and participate in prospect and client presentation meetings Ability to present renewal meetings and/or stewardship reviews to established clients Prepare, review, and supervise...

Higginbotham , a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a  Commercial Lines Account Manager for our Birmingham, AL office. Position Summary: The Commercial Lines Account Manager provides prompt, accurate and courteous service to our clients, producers and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial accounts.  This role will be working with a book focused on construction.  Essential Tasks: Collectively plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly Generating...

CAC Group, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry’s best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry. Job Summary: The Client Executive is responsible for setting client strategy, supporting clients' day-to-day needs, and managing overall client service for multiple clients varying in complexity. A Client Executive is expected to manage projects to exceed client expectations in alignment with agreed-upon timelines. A Client Executive must exhibit comfort working with limited information and quickly adapt to challenges with professionalism and...

CAC Group, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry’s best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry. Job Summary: Manage the day-to-day functions of an assigned book of business while providing exceptional Duties & Responsibilities:  Participate in day-to-day operations of a service team and the assigned book of business.  Handle insurance requirements on contract reviews  Interact with carriers, underwriters, and clients to provide data and information for decision making.  Maintain client records within Epic, CSR24, and other...

Position Summary:  The Commercial Lines Client Service Manager   is responsible for assisting producers and clients in maintaining insurance coverage for commercial lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations. Supervisory Responsibilities: None Essential Tasks: Prepare endorsement requests to send to insurance carriers Follow-up on receipt of endorsements to existing policies Processing endorsements, including invoicing and delivery to client Processing of audits, including verification of rates, exposures, and prior premiums Handling/processing of cancellations and billing issues Communication with staff and clients as needed to gather needed information for changes to policies Knowledge of and adherence to, agency procedures Provide technical support to Marketing Executives and Producers as needed Establish and maintain relationships with both internal and external clients Core...

Higginbotham , a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a  Commercial Lines Account Manager for our Birmingham, Gardendale, Cullman or Jasper, AL office. Position Summary: The Commercial Lines Account Manager provides prompt, accurate and courteous service to our clients, producers and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial accounts. Essential Tasks: Collectively plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly Generating premium allocations for clients;...