22 assistant client manager jobs found in Philadelphia

The Business Our Investments business provides advice and discretionary investment management solutions to defined benefit and defined contribution pension plans as well as to a range of other client types including insurers, endowments and foundations, and private wealth investors. We provide a solution to a significant business problem faced by our clients, namely sustaining the resources and skills required to deliver a financial services product in highly competitive capital markets. We offer a flexible approach that adapts to a wide range of client needs and circumstances, with the objective of higher returns, lower risk and lower costs within each client’s unique situation.   The Role DUTIES: Associate Director within Investment Line of Business at Towers Watson Investment Services, Inc.  Function as an Assistant Portfolio Manager responsible for supporting and driving portfolio management and related client service activities for...

About the role This position is part of the UW support career progression and may report to a Senior Specialist, UW Support, Team Leader, or to an Team Manager, Underwriting Support.  The Senior Underwriting Assistant is an individual contributor within the Underwriting Support Unit of the unit’s field operations.  This role assists the underwriters by screening risk offerings and with pre and post-binding processes. The role also performs services including problem-solving or research projects requiring broad insurance and/or procedural knowledge and works under direct supervision. This role will work on our AIG Risk Management business line. Key responsibilities: In addition to the traditional UA duties (see description below), this role will: Support regional UA Manager in overseeing all daily business activities and act as the first point of call for all UAs in the region Review new submissions against prescribed criteria to determine if risk qualifies for LOB risk...

This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 4 days per week at our Philadelphia, PA office location. The Assistant Account Manager supports the account management team in managing client accounts and ensuring exceptional service delivery. This role involves assisting in client communications, coordinating project timelines, and gathering data to help develop account strategies. The Assistant Account Manager plays a crucial role in maintaining client satisfaction and contributing to the overall success of the account management function. Your Impact Assist in managing client accounts and maintaining strong relationships. Support the Account Manager in developing and implementing account strategies. Coordinate communication between clients and internal teams to ensure timely project execution. Gather and analyze data related to client accounts, providing insights for account planning. Help prepare reports,...

Why Join GEICO? At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.   Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive on relentless innovation to exceed our customers' expectations while making a real impact on local communities nationwide.   Founded in 1936, GEICO is a member of the Berkshire Hathaway family of companies and one of the largest auto insurers in the United States. When you join our company, we want you to feel valued, supported, and proud to work here. That's why we offer the GEICO Pledge: Great Company, Great Culture, Great Rewards, and Great Careers. GEICO is seeking an Associate Counsel to defend lawsuits filed in Pennsylvania courts and other first party insurance defense. The position is with GEICO Staff Counsel located in Philadelphia or surrounding area. Job duties and...

Why Join GEICO? At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.   Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive on relentless innovation to exceed our customers' expectations while making a real impact on local communities nationwide.   Founded in 1936, GEICO is a member of the Berkshire Hathaway family of companies and one of the largest auto insurers in the United States. When you join our company, we want you to feel valued, supported, and proud to work here. That's why we offer the GEICO Pledge: Great Company, Great Culture, Great Rewards, and Great Careers. GEICO is seeking an Associate Counsel to defend lawsuits filed in Pennsylvania courts and other first party insurance defense. The position is with GEICO Staff Counsel located in Philadelphia or surrounding area. Job duties and...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. We’re proud to offer a well-established, nationally recognized SBA program. Our experienced SBA team manages the full lending lifecycle—from origination and underwriting to closing. WSFS Bank has been recognized as a top SBA lender, reflecting our long-standing commitment to helping small businesses grow and thrive. As an SBA...

Job Description NewLane Finance (www.newlanefinance.com) is a commercial equipment finance company, serving small and mid-size business nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by a $24B financial organization. NewLane Finance Corporation, powered by WSFS Bank, is in search of a candidate with strong new business development skills, experience with vendor program development, and 3+ years of equipment leasing and finance experience. We’re looking for this individual to originate small ticket equipment leasing programs...

Job Responsibilities and Requirements The IS Project Manager Lead role comprises managing medium to large scale strategic IT projects as part of a multi-year IT transformation program aligned to organizational goals and strategy. The role encompasses understanding the Agile processes, partnering with Product Owner, and business leadership/project teams. It requires working with vendors/clients and keeping the team focused by shielding/managing distractions to help deliver quality projects on-time and on budget. This role will support the organization’s goals by bringing positive change, suggesting innovative, practical solutions to problems, and managing projects across domains (technical/business). Key Responsibilities Provide support to project team by managing project scheduling, RAID management, change management, and status reporting Project duties include requirements gathering, guiding internal customers through the project life cycle, and supporting go-live...

The Surety Client Manager supports Producers and Account Executives in all prospecting and account management initiatives related to surety and insurance client’s accounts with surety needs within in a small team environment. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role Manage day-to-day needs for clients, including bond requests, billing issues, bond reports Responsible for requesting periodic informational updates, analyzing them and then communicating data to underwriters Responds to clients’ needs and questions relating to account bond program, project limits and specific project opportunities Communicates with underwriters on status of account or individual bond approvals Issues original bonds as needed Works with the surety team to develop appropriate carrier submissions and may present final proposals to prospects Gather information from...

The Senior Surety Client Manager supports Producers and Account Executives in all prospecting and account management initiatives related to surety and insurance client’s accounts with surety needs within in a small team environment. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role Manage day-to-day needs for clients, including bond requests, billing issues, bond reports Responsible for requesting periodic informational updates, analyzing them and then communicating data to underwriters Responds to clients’ needs and questions relating to account bond program, project limits and specific project opportunities Communicates with underwriters on status of account or individual bond approvals Issues original bonds as needed Works with the surety team to develop appropriate carrier submissions and may present final proposals to prospects Gather information from prospective clients, completing...

Broker, Construction    Corporate Risk & Broking We know how companies can unlock potential through effective risk management. Our clients rely on us to craft strategies to quantify, mitigate and transfer risk, taking advantage of our specialist industry experience and unparalleled market know-how. The result is a new way of embracing risk that drives superior results   Broker oversees day-to-day placement and broking responsibilities for North American Construction accounts including new business development; develops business relationships with retail producers and markets; negotiates with underwriters regarding coverage terms, conditions and pricing on new and existing programs; evaluates quotes, prepares marketing reports for distribution; assists regional teams with RFP and new business proposal development, and performs other duties as assigned.    Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this...

The Role We are seeking an organized and detail-oriented Retirement Plan Compliance Analyst to join our team. As a compliance analyst you will play a crucial role in supporting our attorneys by performing a variety of tasks, which will include drafting/amending pension (defined benefit and defined contribution) plan documents, summary plan descriptions, summaries of material modifications and other plan related documents (e.g., policies, procedures) as well as participant communications (e.g., QDIA notices).  DUTIES AND RESPONSIBILITIES Plan Drafting: Draft/amend customized comprehensive defined benefit and defined contribution plan documents, summary plan descriptions, summaries of material modifications and other plan related documents and participant communications. Stay current on latest documentation technique and best practices to ensure use of cutting-edge tools and language. Compliance: Ensure all plan documents comply with ERISA regulations and other...

  We are looking to expand our Retirement Risk Management EPL team across the US. We are specifically seeking an experienced project manager to lead and oversee pension plan settlement projects. The project manager will coordinate cross-functional teams, manage timelines, mitigate risks and ensure compliance with regulatory requirements while delivering high-quality outcomes for clients. The Role Full-time position with primary focus on project managing a variety of settlement projects Serve as execution project lead on 2-4 mid- to large sized settlement implementations Lead the end-to-end management of pension settlement projects including planning, execution, monitoring and delivery Oversee project implementations ensuring compliance with ERISA, IRS and PBGC regulations Develop detailed project plans, timelines and status reporting for internal stakeholders and clients Coordinate with local teams, legal counsel, recordkeepers and client representatives to ensure...

  We are looking to expand our Retirement Risk Management EPL team across the US. We are specifically seeking an experienced project manager to lead and oversee pension plan settlement projects. The project manager will coordinate cross-functional teams, manage timelines, and ensure compliance with regulatory requirements while delivering high-quality outcomes for clients. The Role Full-time position with primary focus on project managing a variety of settlement projects Serve as execution project lead on 3-5 micro to mid-sized settlement implementations Lead the end-to-end management of pension settlement projects including planning, execution, monitoring and delivery Oversee project implementations ensuring compliance with ERISA, IRS and PBGC regulations Develop detailed project plans, timelines and status reporting for internal stakeholders and clients Coordinate with local teams, legal counsel, recordkeepers and client representatives to ensure seamless execution...

Job Description NewLane Finance (www.newlanefinance.com) is a commercial equipment finance company, serving small and mid-size business nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by a $24B financial organization. NewLane Finance Corporation, powered by WSFS Bank, is in search of a candidate with strong new business development skills, experience with vendor program development, and 3+ years of equipment leasing and finance experience. We’re looking for this individual to originate small ticket equipment leasing programs...

MSIG USA continues to grow!  Company Overview: MSIG USA is the US-based subsidiary of  MS&AD Insurance Group Holdings, Inc. , one of the world’s top P&C carriers and a global Class 15 insurer, with A+ ratings and a reach that spans 40+ countries and regions. Leveraging our 350-year heritage, MSIG USA brings the financial strength, expertise, and global footprint to offer commercial insurance solutions that address your business’s unique risks. Summary/Job Purpose: This position is responsible to conduct thorough investigations and evaluate and negotiate complex claims including litigation and coverage issues. Accountable to ensure compliance with MSMM Claim Handling Guidelines, including reserving and payment practices, regulatory requirements and Fair Claims Practices Acts.  POSTION CAN BE LOCATED IN Philadelphia, PA, and Warren, NJ Essential Functions: Investigates, researches and analyzes highly complex or severe claims, including...

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 Produce within the assigned territory and achieve satisfactory sales results and submissions of OneAmerica/AUL products. Meet renewal objectives as established by the home office. Provide acceptable levels of service to producers and clients. Assist the Regional Vice President in the development and implementation of the RGO marketing plan. Operate within the RGO budget. Conduct sales and product seminars as necessary. Attend regularly scheduled manager one on ones and office meetings to help identify patterns, areas for improvement, and...

WTW Producers make a valuable difference every day to our high-profile clients and prospects by developing leading edge solutions to address their health and benefits and broader benefits issues. They aggressively develop and manage active pipelines, call on existing and potential clients, conduct in-depth analysis/risk assessments and present information on how organization’s superior strategic resources and capabilities can address their concerns.  If working for a global market leader that provides state of the art tools, resources and support to secure and retain clients is something that excites you, apply today. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role Primary accountability for creating and executing a business strategy to penetrate the Philadelphia's market in obtaining completely new Health and Benefits (H&B) clients of the company; retain and grow revenue with clients once...

Job Description NewLane Finance is a commercial equipment finance company, serving small and mid-size business nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers.  NewLane Finance is powered by a $20B financial organization. This position will be a senior level sales professional with a minimum of 5 years of experience and Equipment Financing knowledge that will drive NewLane Finance’s sales efforts. This is accomplished by developing and cultivating customers/prospects in accordance with our overall Sales Execution Strategy. Your goal is to grow and expand the sales...

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℠. Under direction, provide underwriting and marketing duties by providing high levels of financial analysis, risk assessment and technical underwriting expertise to determine credit quality and underwriting acceptability. Job Responsibilities: Gather and analyze information, applying appropriate underwriting techniques, necessary to make an accurate evaluation of credit quality & acceptability of risk Develop and maintain strong working relationships with assigned producers and cultivate new relationships Responsible for developing and managing a book of business, meeting/exceeding profitability objectives as set forth by management. This includes building and growing...