28 client manager jobs found in Carmel, IN

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 San Francisco and founded in 2007, our company has over 3,000 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...

This position is a part of a brokerage apprenticeship program, a paid role that combines on-the-job learning with required education and training.  As part of the role, the apprentice will work toward an associate's degree and complete an industry designation (e.g., PEBC, PRC) while building foundational skills in Employee Benefits.  The role will provide outstanding customer service that impacts clients across multiple industries by supporting day-to-day operations and working with out client-facing team. ESSENTIAL FUNCTIONS +Work together with the Account Manager and Client Executive to service clients +Assist with review of contracts for accuracy of policy details +Review Benefits Open Enrollment information for accuracy of information +Provide day-to-day customer service to clients +Assist Client Executives and Account Managers in retention of existing clients +Work with health risk management team in the analysis of claims information and development of...

Provide outstanding customer service that impacts clients across multiple industries by supporting day-to-day operations and working with out client-facing team. ESSENTIAL FUNCTIONS +Work together with the Account Manager and Client Executive to service clients +Assist with review of contracts for accuracy of policy details +Review Benefits Open Enrollment information for accuracy of information +Provide day-to-day customer service to clients +Assist Client Executives and Account Managers in retention of existing clients +Work with health risk management team in the analysis of claims information and development of additional value-add reporting including but not limited to Benefit Informatics +Gain working knowledge of functionality of resource tools +Assist in maintenance of client management system +Prepare and distribute Request for Proposal (RFP) packets for all lines of group insurance coverages including medical, dental, vision, life, disability 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 San Francisco and founded in 2007, our company has over 3,000 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...

PURPOSE: This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.  As an Employee Benefits Account Manager within the Shepherd family, you will provide assistance to advisors in handling and processing of new and renewal employee benefits lines, business in accordance with Agency procedures, policies, and guidelines; to provide customer service to clients as assigned and requested. With a positive attitude, you will provide a high level of support in obtaining, maintaining, expanding, and servicing employee benefits accounts. RESPONSIBILITIES:  · Provide positive, prompt, accurate, and courteous service to clients.  · Assist in marketing new and renewal business, prepare proposals, presentation packets...

PURPOSE: This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country. As a Commercial Lines Account Manager within the Shepherd family, you will assist insurance advisors in the handling and processing of new and renewal commercial lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and servicing commercial accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested. RESPONSIBILITIES: · Provide positive, prompt, and accurate service to clients. · Coordinate with advisor to obtain policy information. Maintain expiration control...

Responsible for client submissions and owning the marketing process while working directly with the analytics, risk services and client advocacy teams. ESSENTIAL FUNCTIONS +Create and send Market Submissions to key markets with the necessary coverage requirements/enhancements +Prequalify insurance markets; Analyze, negotiate and review quotes from key carriers. Own the quoting process in order to develop the best program to match client’s risk tolerance, including alternative funding programs +Develop insurance/risk management program based on marketing results and the necessary risks associated with accounts +Perform coverage audits for new and renewal business; make recommendations for coverages or program +Dedication to meet expectations and requirements of internal and external clientele and stakeholders +Develop and maintain customer relationships TECHNICAL FUNCTIONS +Proficient in the use of Microsoft Office Products: Excel, Word, Outlook, PowerPoint...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Employee Benefits A ccount Executive – Public Entity Team for our growing team in Carmel, IN ! Retain clients through servicing and management of client relationships both internally and externally. Collaborate with members of the department to deliver exceptional customer service, achieve client satisfaction, and support new business opportunities. How You Will Contribute:   Responsible for the day-to-day account management of an assigned book of business, including but not limited to responding to coverage questions; researching and resolving claims issues, enrollment and ID cards problems; processing policies and changes; providing coverage comparisons, premium breakdowns and claims runs; etc. Build courteous and successful relationships with clients, vendors and carriers to improve...

Position Summary The Lead Azure Databricks Data Engineer will be reporting to VP of Data Engineering and will be responsible for implementing data solutions and collaborating with Business Analyst, Data Analyst, IT Teams and key stake holders. This role will lead projects and coach junior staff on build and optimize data pipelines, integrating data from various sources, ETL (Extract, Transform, Load) processes and ensuring data quality and consistency. The Lead will ensure that our data engineering practices are aligned with the latest technologies and industry best practices, focusing on performance, reliability, and efficiency. What will your job entail? Job Responsibilities: • Provide technical leadership in data architecture and engineering, collaborating with solution stakeholders to align data solutions with business objectives. • Mentor less experienced data engineers and team members, fostering a collaborative and innovative work environment. • Explore and...

An exciting opportunity exists to join the ProAssurance family of companies! Our mission is powerful and simple: We protect others. Choosing a place to apply your talents is an important decision for anyone. You have plenty of options. Why choose ProAssurance? At ProAssurance, we sell a pledge, and that pledge is delivered by our team members. We are seeking individuals who value integrity, leadership, relationships, and enthusiasm—and want to build their career with a great company where they can be their authentic self and feel valued, recognized, and rewarded for their contributions. ProAssurance specializes in healthcare professional liability, products liability for medical technology and life sciences, legal professional liability, and workers' compensation insurance. We are an industry-leading specialty insurer, with job opportunities in much of the contiguous United States. This position supports our workers' compensation line of business, Eastern...

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 San Francisco and founded in 2007, our company has over 3,000 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...

CorVel is seeking a Medical Scheduler (Scheduling Coordinator) for our Medical Scheduling Departments. The Scheduling Coordinator is responsible for participating in the daily operations and maintenance of the Medical Scheduling Departments. Primary duties include facilitating and scheduling medical services for claimants Applicants must reside in the EST or CST time zones This is a remote role.  ESSENTIAL FUNCTIONS & RESPONSIBILTIES:  Proactively monitors and manages files using proprietary web-based applications Identifies potential problems and trends, proposes solutions and ensures no delay in care Provides telephonic and written customer support services Documents actions and correspondence between parties Ensures files are complete with all appropriate documentation Utilizes CorVel Intranet and SharePoint to remain current of all policies and procedures Additional duties as assigned   KNOWLEDGE & SKILLS: Effective multi-tasking...

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 San Francisco and founded in 2007, our company has over 3,000 employees nationwide With locations spread out across the US, 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 succes s 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 amazing...

 The Director of CareIQ Client Performance will oversee collaboration and engagement of CorVel’s   CareIQ Ancillary Healthcare Service with CorVel field operations and customer stakeholders.   Success in this role requires a strong ability to oversee: the client performance management team;   direct the communication strategy for client performance including internal service advertising,   service level expectations, outcomes reporting, program value, and support to field operations;   and collaborate with CareIQ Operations management to ensure that service expectations are   established and implemented in a manner that be operationalized successfully. This is a remote role. Candidates who reside in the Eastern or Central time zones are preferred. Essential Duties and Responsibilities:  The essential functions include, but are not limited to the following: Manages CareIQ staff and client performance operations regarding customer setup and implementation,...

JOB SUMMARY This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country. As a Healthcare Liability Account Coordinator within the Shepherd family, you will assist account managers and insurance advisors in the handling and processing of new and renewal healthcare liability commercial lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and assisting in servicing commercial accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested. ROLES AND RESPONSIBILITIES: · Provide positive, prompt, accurate, and courteous service to account...

About the job   Education Bachelor’s degree in Business, Finance, Economics, or a related field preferred; equivalent experience will also be considered. Professional designations: CPFA, QKA, CRPS, or equivalent preferred. FINRA Series 6/7/65/66 licenses are strongly preferred. Candidates without the required licenses must obtain the Series 65 within the first 120 days of employment. Knowledge & Experience 5–10 years of experience in retirement plan services or sales, including direct client-facing responsibilities. Experience with retirement plan recordkeeping, investment platforms, and compliance requirements is required. Strong understanding of financial analysis and reporting. Ability to manage multiple client relationships in a fast-paced environment. Technical functions Proficiency with Microsoft 365, Power BI and data management tools. Strong written and verbal communication skills, including public speaking. Strong...

The MJ Companies are seeking a dedicated expert to provide top-tier consultation and exceptional service to our Employee Benefits clientele. The ideal candidate will oversee the overall client experience and delegate day-to-day tasks to the appropriate team members. This role involves leading the development and execution of clients' benefit plan strategies, with support from Consultants. Additionally, the Client Executive will play a critical role in developing retention strategies for existing clients and formulating acquisition strategies for new clients through collaboration with the Consultants and the team. ESSENTIAL FUNCTIONS: Client Engagement and Implementation Finalist and Prospect Meetings: Assist in preparing and presenting at finalist and prospect meetings to secure new business. Onboarding and Initial Meetings: Lead implementation meetings, onboard new clients, and communicate sold decisions to the MJ team. Open Enrollment (OE): Conduct local and...

PURPOSE:  This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.  As a Commercial Lines Account Coordinator within the Shepherd family, you will assist account managers and insurance advisors in the handling and processing of new and renewal commercial lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and assisting in servicing commercial accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested. RESPONSIBILITIES:  · Provide positive, prompt, accurate, and courteous service to account managers and clients, as necessary....

Position Summary Alive Risk delivers innovative insurance solutions for the entertainment industry, including live events, film productions, music tours, and other creative ventures. We partner with brokers and clients to protect experiences that matter most. The Associate Underwriter plays a critical supportive role in the underwriting process for Alive Risk’s Entertainment Program. This position is highly detail-oriented and focuses on preparing renewal files, gathering documentation, and ensuring accurate data for underwriting decisions. Acting as a key administrative partner to the Principal Underwriter, you will help maintain smooth operations and deliver exceptional service to brokers and clients. What will your job entail? Key Responsibilities Renewal Preparation & Documentation Gather and organize all required documentation for renewals, including MDRs, loss runs, and updated exposure details. Review expiring policies for accuracy and completeness;...

Position Summary Alive Risk specializes in unique insurance programs for the entertainment industry, including live events, film productions, music tours, and other creative ventures. We partner with brokers and clients to deliver innovative risk solutions that protect the experiences people love. The Inside Underwriter manages renewal business for entertainment-related risks. This role requires strong analytical skills, sound judgment, and the ability to craft tailored solutions for a dynamic industry. Acting as the right-hand to an Underwriter, this role is responsible for regular, direct client interactions while supporting the growth of our Entertainment Program. What will your job entail? Key Responsibilities Renewal Management Own and manage the renewal portfolio for entertainment-related property and casualty accounts. Review expiring policies, assess changes in exposure, and negotiate terms to maximize retention and profitability. Ensure timely...