4 office assistant jobs found in Naples, FL

Job Summary:    The Personal Lines High Net Worth Account Executive is responsible for providing professional stewardship to include annual exposure reviews ensuring that their clients are adequately protected. This involves conducting thorough assessments of a client's assets and potential risks and providing recommendations for appropriate insurance coverage. Additionally, the advisor is responsible for maintaining strong relationships with their clients keeping them up to date on market changes as well as any changes to their insurance program. Effective communication and analytical skills are essential for this role. Essential Responsibilities: Develop client relationships to become their trusted advisor and primary point of contact for all things related to their personal insurance. Review client exposures, loss experience and current coverage and recommend appropriate products and services. Provide proactive day-to-day client service by anticipating and...

About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking a Personal Lines Placement Specialist to join our growing High Net Worth Placement team. This role will be responsible for managing and executing key components of the new business and renewal processes for insurance accounts. This includes...

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 Personal Lines Account Coordinator within the Shepherd family, you will assist account managers and 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 assisting in 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, accurate, and courteous service to account managers and clients, as necessary through...

Location: Fort Lauderdale, Miami or Naples, FL About Acrisure:   Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.  Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to nearly $5B in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.   Job Summary:   The Employee Benefits Account Manager is responsible for retaining and expanding client relationships, improving the client experience by demonstrating expertise as a professional insurance advisor, and facilitating the sales cycle of identified...