32 assistant client manager jobs found in Boston

Responsibilities Build, maintain, and grow a book of business Manage agency relationships and serve as lead client contact Create and execute marketing plan to increase new and renewal business Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as well as new business Develop and submit underwriting referrals to company brokerage facilities and Burns & Wilcox management   Monitor key metrics to formulate corrective action impacting new business hit, renewal retention, premium growth, and loss ratio Lead, train, and develop Assistant and Associate Underwriters Qualifications Bachelor’s degree or equivalent combination of education and experience   Minimum 3 years of Personal lines underwriting or brokerage experience required, excess & surplus experience preferred Demonstrated proficiency in sales and marketing Proven...

Responsibilities Build, maintain, and grow a book of business Manage agency relationships and serve as lead client contact Create and execute marketing plan to increase new and renewal business Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as well as new business Develop and submit underwriting referrals to company brokerage facilities and Burns & Wilcox management   Monitor key metrics to formulate corrective action impacting new business hit, renewal retention, premium growth, and loss ratio Lead, train, and develop Assistant and Associate Underwriters Qualifications Bachelor’s degree or equivalent combination of education and experience   Minimum 3 years of Personal lines underwriting or brokerage experience required, excess & surplus experience preferred Demonstrated proficiency in sales and marketing Proven...

Description About Capstone Partners: Capstone Partners is one of the largest and most active investment banking firms in the U.S. For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services. Headquartered in Boston, the firm has 175+ professionals in multiple offices across the U.S. With 12 dedicated industry groups, Capstone delivers sector-specific expertise through large, cross-functional teams. Capstone is a subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN). For more information, visit...

As a Managing Director, Pharmacy Consulting, you will contribute to new strategic and innovative directions for our pharmacy business while leading large, highly visible client engagements. You will serve as a key voice to the marketplace of one of the world’s leading HR consulting firms and have the ability to contribute to the evolution of pharmacy and broader health care delivery in North America. You will grow our solutions portfolio with a focus on driving client value and revenue.   The ideal candidate brings influence and strategic thinking to address unique client needs in the pharmacy space and to more broadly evolve our practice.   You will collaborate with a strong team of highly experienced consultants within the pharmacy practice as well as engage in cross functional activities with other health and benefits colleagues and subject matter experts who together deliver unparalleled value to our clients and the broader pharmacy community.   A pharmacist degree and...

Company: Mercer Description: We are seeking a highly skilled and motivated professional to join our Career Products team at Mercer, a Marsh business . This role will be based in Boston and offers a hybrid work arrangement, requiring a minimum of three days per week in the office. As a Sales Associate , you will play a pivotal role in driving the expansion of our Total Rewards Products and Services by supporting the acquisition and development of new mid-market clients within a designated territory. The ideal candidate is proactive, results-oriented, and adept at prospecting, cultivating sales opportunities, and collaborating closely with sales professionals to deliver comprehensive workforce solutions. We will count on you to: Prospect and generate new client leads through targeted email campaigns, phone outreach, and in-person visits Manage and develop self-generated sales opportunities as well as leads provided by Sales Professionals and Lead Generation...

Company: Marsh Corporate Description: Mercer is a global consulting leader dedicated to helping clients enhance the health, wealth, and careers of their most vital asset—their people. At Mercer Investments, we provide tailored guidance throughout the investment decision-making and risk management processes. Join us as a Technology Support Coordinator and be a key driver in ensuring our investment technology infrastructure is robust, secure, and aligned with strategic goals. Investment Management Technology Support Coordinator We will count on you to: Lead the design and execution of our targeted Investment IT support model, ensuring seamless resolution of technical issues related to investment management applications, trading platforms, and risk analytics tools. Collaborate closely with investment teams, stakeholders, and shared service technology groups to understand their needs, provide expert support, and facilitate system upgrades and change management...

Company: Mercer Description: We are seeking a talented individual to join our Data Solutions team at Mercer. This role will be based in Boston, Toronto, or the U.K. This is a hybrid role that has a requirement of working at least three days a week in the office. The Data Solutions Team partners with the business teams to ensure that their data is available, accurate and fit for purpose.  The Senior Alternatives Data Analyst will collaborate with the Private Markets and Hedge Fund teams to manage the data that is critical to the investment process. We will count on you to: Partner closely with the Private Markets and Hedge Fund Investment teams on data management and strategy Develop knowledge of Investment Team workflows and critical data needs to understand and deliver their specific capabilities and requirements, working closely with platform providers and data and technology teams to implement tailored, fit-for-purpose solutions. Support the development and...

Company: Marsh Corporate Description: Under general supervision, Counsel, Oliver Wyman and Marsh Management Consulting (OW) is responsible for providing general advice and support on a wide range of legal issues to the OW businesses in the Americas. Responsibilities include drafting, reviewing, and negotiating a high volume of client and third-party agreements, including client services agreements, master services agreements, statements of work, confidentiality agreements, release letters, software development and licensing agreements, vendor agreements, data processing addenda, collaboration agreements and other legal documents. The ideal candidate will be able to identify liability exposures and provide practical and creative solutions to both manage risk and support growth. The ability to prioritize work and to work efficiently and independently is a must. This role will report to a Senior Assistant General Counsel or an Assistant General Counsel on the team....

Company: Mercer Description: We are seeking a talented individual to join our Workplace Education team at Mercer, a Marsh business. This role can be based in Atlanta, Boston, Charlotte, Dallas, Denver, Houston, or Tampa and offers a hybrid work arrangement, requiring a minimum of three days per week in the office. As a Retirement Education Specialist and part of the Workplace Education Team, you will be educating plan sponsor employees on their 401(k) plan to achieve client desired outcomes, i.e. increase participation, boost deferrals, and optimize asset allocation. You will work directly with external clients as well as internal partners to facilitate group webinars and in person group sessions, translating plan and investment concepts into actionable financial wellness strategies. The role covers clients using Mercer’s 3(16) and 3(38) outsourced solutions including the Pooled Employer Plan (PEP) as well as 3(21) advisory services, so the role interacts with...

As a Senior Director, Absence, Disability Management and Life (ADML) you will lead large, highly visible client engagements involving the design and management of group disability and broader absence management programs. You will drive the strategy and grow relationships with current clients, as well as participate in prospecting opportunities with new clients.  You will serve as a key voice to the marketplace of one of the world’s leading HR consulting firms and have the ability to contribute to the evolution of ADML delivery in North America. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role Serve as the strategic partner and trusted advisor to large, complex clients in the design and management of their ADML programs such as: ADML benefit plan analysis, design and cost savings strategies Vendor procurement, negotiation and optimization Audits of vendor performance (financial and...

Company: Marsh McLennan Agency Description:   Senior Private Client Advisor  - Hybrid in Boston location   Our not-so-secret sauce.   Award-winning, inclusive, Top Workplace culture   doesn’t   happen overnight.   It’s   a result of   hard work   by extraordinary people. More than 11,000 of the industry’s brightest talent   drive   our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a   Senior Private Client Advisor   at Marsh McLennan Agency Private Client Services National team.     Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. JOB DESCRIPTION SUMMARY: The mission is to be an integral part of the Commercial Lines team and partner with Advisors, Directors Risk Management, Client Service Specialists and others in the agency to deliver a high level of service to our commercial clients....

Company: Mercer Description: We are seeking a talented individual to join our Wealth Business at Mercer. This role will be based in Boston and offers a hybrid work arrangement, requiring a minimum of three days per week in the office. As a Portfolio Implementation Associate , you will take direct responsibility for discretionary client and investment product implementations, collaborating closely with investment consulting, operations, and portfolio management teams. You’ll manage key activities such as account setup, trade instructions, in-kind transactions, and operational risk reviews, ensuring smooth and efficient execution. Providing comprehensive operational support for new client accounts and assisting with ad hoc client requests, you’ll play a vital role in delivering exceptional service and facilitating seamless communication across teams. This is an exciting opportunity to contribute to impactful investment processes in a dynamic environment! We will...

With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. Position Summary: The Vice President within Arch Construction is responsible for the technical underwriting and account management of large account construction casualty programs. Responsibilities and Accountabilities: Technical Underwriting Solicits and reviews new and renewal account information required to evaluate a risk. Identifies all potential exposures and hazards in relation to coverage requested and individual risk characteristics. Assesses insurance and related financial risk and structures appropriate loss sensitive program to effectively protect against frequency, severity, catastrophic and credit risk Underwrites prices and prepares proposals based on...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Job Type: Permanent Build a brilliant future with Hiscox   Technical Program Manager The Technical Program Manager will play a critical role in leading and overseeing the organization's technology modernization initiatives. This individual will be responsible for building a comprehensive project plan, gathering requirements, driving the RFI/RFP process for selecting technology platforms, and ensuring the successful execution and delivery of the project within the allocated time and budget. This role is essential for the organization's growth and competitiveness in the market. The desired locations for this position are Boston, MA, Hartford, CT or Atlanta, GA. This person will report to the Chief Technology Officer. Key Responsibility Areas: Program Governance and Execution: Develop and manage a detailed project plan, including timelines, milestones, and deliverables. Oversee the execution of the project, ensuring adherence to the project plan and...

Job Type: Permanent Build a brilliant future with Hiscox   Product Manager – Digital Experience At Hiscox USA, we’re on a mission to transform the digital experience for our small commercial insurance customers. As a Product Manager (Digital Experience) , you will be at the forefront of delivering next-generation user experiences across our Quote & Bind and Self-Service platforms. Your work will directly impact how customers interact with our products—from their first quote to policy management and beyond. This role is based in our Boston, MA office, with an expectation of being in the office 2–3 days per week. You will report to the Head of Product Management and work closely with UX design, engineering, underwriting, marketing, and customer operations to define and deliver intuitive, elegant, and effective digital solutions. Key Responsibility Areas: Product Strategy & Vision: Define and refine the digital product strategy for Quote &...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...