13 client services associate jobs found in Indianapolis

Advisory Service Associate Who We Are At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture. HUB International is a leading global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, retirement, investment and wealth management products and services. With over 17,000 employees in 500 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. What...

Description This role is primarily remote in the state of Indiana except for required appearances.   At Liberty Mutual, we’re committed to delivering exceptional legal services to our customers around the world, working to uphold and protect our policyholders’ rights and positively impacting our business. As an Attorney at Liberty Mutual, you’ll join a diverse team that values a healthy work/life balance and enjoy benefits that include eligible performance bonuses, 20 days of flexible time off each year, personal holidays, and a 401(k) plan with matching contributions. If you’re looking for a place to build a long-term career while making a positive difference, consider joining our legal team where you’ll represent Liberty Mutual and our policyholders in moderately complex civil litigation matters involving claims for monetary damages or compensation for personal injuries or property damage of moderate value.   Liberty Mutual is seeking a skilled and...

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship.  We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together.  Come be a part of this journey with us as we champion lives! The Business Support SFTP Specialist provides critical operational support to the New Business and Underwriting teams, with a primary focus on SFTP (Secure File Transfer Protocol) onboarding, maintenance, and technical troubleshooting for mutual clients. This role ensures the accuracy and integrity of customer data by analyzing submitted documents, updating administrative systems, and coordinating the successful implementation of file-transfer processes. Serving as the main point of contact for both internal teams and external vendors, the SFTP Specialist manages...

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship.  We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together.  Come be a part of this journey with us as we champion lives! Job Summary The Customer Engagement Specialist will support our Individual Life Financial Services business and is responsible for interacting with a sense of urgency and empathy. The Specialist will be there when our customers need us most by delivering a level of customer service that exceeds their expectations. The Specialist will interact directly with agents and clients on behalf of OneAmerica Financial and its subsidiary companies on the telephone and through email. The Specialist will provide a point of contact for the client, ensuring they are heard...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Training Program Coordinator PRIMARY PURPOSE OF THE ROLE : To assist with the preparation and organization of standard, specialized, and technical training in designated areas; and to respond to requests for training and technical assistance. ARE YOU AN IDEAL CANDIDATE? We are looking for enthusiastic candidates who thrive in a collaborative environment, who are driven to deliver great work, are customer-oriented and are naturally empathetic. ESSENTIAL...

Description Summary: The Regional Manager – HFA & Preferred Banking is a strategic leadership role responsible for managing a team of Licensed Preferred Bankers and Financial Advisors across a Retail Banking branch network. This role oversees regional sales activities, regulatory compliance, operational execution, and client relationship management, ensuring delivery of comprehensive financial solutions including planning, advisory, brokerage, and insurance services. The manager fosters collaboration across business lines and drives performance through coaching, development, and strategic direction. Duties and Responsibilities: Lead, motivate, and develop a high-performing team of Licensed Preferred Bankers and Financial Advisors through coaching, mentoring, and goal setting. Oversee regional sales strategies and ensure alignment with corporate objectives and client needs. Ensure compliance with all...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Underwriting Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...

Responsibilities Summary: When someone needs coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Burns & Wilcox offers unparalleled resources and exposure for those looking to grow their career in the specialty insurance industry. We are looking for candidates with an entrepreneurial spirit, drive for career advancement and desire to develop relationships to join our team as a Senior Associate Underwriter.  Our Senior Associates underwrite and supervise a portion of an Underwriter’s book of business, support renewal and new business development, and have the opportunity to achieve full underwriting authority.     Underwrite and supervise a portion of an Underwriter’s book of business, focused on renewals and new business Evaluate, classify, and rate each risk to determine acceptability, coverage, and pricing to prepare quotes Assist Underwriters to develop and execute...

If you're excited about this role but don’t meet every qualification, we still encourage you to apply! At Grange, we value growth and are committed to supporting continuous learning and skill development as you advance in your career with us. Summary: In this role you will be defending insured clients and Grange Insurance in an ethical and professional manner and support the house counsel office supervisor in the day-to-day office operations. What You’ll Be Doing: Defend clients (Grange insureds or Grange Insurance) in pending litigation throughout the entire assigned state, travel when necessary, including occasional overnight travel. Comply with all State Bar ethical standards and continuing legal education requirements expected of an attorney in good standing. Work and communicate with Grange claims legal personnel in a prompt and efficient manner on all assigned litigation files. Maintain pending and closed litigation files in an efficient, professional and...

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 commercial lines underwriting or brokerage experience required, excess & surplus experience preferred Demonstrated proficiency in sales and marketing...

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...

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. This opportunity as a Personal Lines Account Manager within the Shepherd family, you will assist insurance advisors in the handling and processing of new and renewal personal 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 personal 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. · Assist in marketing new and renewal business. Evaluate premiums, prepare...

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   Job Description: Location : We support US flexible working arrangements in the contiguous 48 states, however for this position you must reside in Indiana, preferably near Indianapolis .     At Sun Life, we look for optimistic people who want to make life brighter for our  Clients . We...