9 account coordinator jobs found in Philadelphia

Job Description NewLane Finance is a commercial equipment finance company, serving small and mid-size businesses nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by utilizing advanced technology and employing 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 $24+ billion parent, WSFS Financial Corporation (Nasdaq: WSFS). The Corporate Attorney will be required to have skills in contract drafting and negotiation experience, and an ability and desire to assist with the legal needs of all areas of the company, including compliance, collections & recovery, corporate governance, regulatory audits, human resources,...

Green Tree Risk Partners Department: Wholesale Brokerage Agency Reports to: Vice President of Agency Operations Position Summary: This position requires a goal-oriented individual to work in tandem with our Business Development Representatives and Commercial Multi -Line Underwriters to produce, and retain, profitable accounts, reduce account declinations and create non risk revenue. The purpose of this position is to provide front-line contact with third party carriers, accounts, and brokers. Receives functional direction and guidelines from the Brokerage Manager or Vice President and operates within policies and guidelines established by brokerage management. Essential Functions and Responsibilities: New & Renewal Bind new business! P&C Licensed Review applications for class acceptability, completeness (request additional info, if appropriate), and risk acceptability as a pre underwriting function Be knowledgeable of carriers submission...

Job Responsibilities and Requirements The Underwriting Operations Associate I is an entry‑level position that provides underwriting and sales support through rating, quoting, renewals, and ongoing policy administration. In this role, you will support both Underwriting and Sales teams by helping ensure new business proposals and renewal materials are accurate, timely, and compliant with established processes and regulatory requirements. This opportunity is well‑suited for someone who is detail‑oriented, well‑organized, comfortable working with data and systems, and motivated to build foundational knowledge of employee benefits in a collaborative, fast‑paced environment. Performs a variety of underwriting and sales support duties which may include: Developing and delivering timely and accurate new business financial quotes and related proposal documentation. Supporting both Sales and Underwriting functions for inforce policy related communication, and renewal...

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 Senior Underwriter 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...

Job Responsibilities and Requirements The Manager, Investment Accounting is also responsible for the supervision and review of the month-end, quarter-end, and year-end close processes, including statutory and GAAP deliverables across all companies for which assets are managed.  Responsibilities also include review of income, gains, and positions for an investment portfolio containing fixed income, equity, and alternative investment holdings.  Serves as a key point of contact for financial reporting team, investment managers, external client stakeholders, and external / internal auditors.  The Manager, Investment Accounting will also serve as a resident expert in respective GAAP and statutory guidance, providing assistance with appropriate disclosures and accounting treatment for various asset classes and investment strategies, and ensuring that new accounting pronouncements are understood and implemented correctly. The Manager, Investment Accounting is responsible for...

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,...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose:   This position will be responsible for two key activities within a territory - coaching/leading advisors and advisor teams and recruiting advisors and advisor teams. Advisor teams include senior advisors, associate advisors, RSMR's, sales assistants/coordinators.  Advisor managers will be responsible for the revenue/sales goals and recruiting goals of the territory....

Company Description WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, WTW has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at  wtwco.com . Description The Associate Client Advocate (ACA) client-facing functions utilizing the colleague’s advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delivery activities. The ACA is responsible for supporting client relationships, strategy development, and execution at the insurance program level....

   Pennsylvania Lumbermens Mutual Insurance Company Position: Commercial Multi-Line                  Department:  Commercial Underwriting                Large Account Underwriter Reports to: Underwriting Vice President  Position Summary: This position requires a goal-oriented individual to work in tandem with their PLM colleagues in the field and marketing to retain and generate large account opportunities.  The position entails not only underwriting specific Large Accounts, but also interacting with clients during the policy life cycle to develop strong relationships rooted in the sale and delivery of value added services. In addition to individually underwriting specific large accounts, the successful candidate will also oversee the underwriting & servicing of the broader large account portfolio handled in the Major Account Department.  This position will be accountable for the P& L of our large accounts, currently defined as those risks generating more...