15 client coordinator jobs found in Philadelphia, PA

Position Summary The Binding Operations Coordinator is responsible for the binding process of insurance policies, ensuring adherence to underwriting guidelines and regulatory standards. The role includes inputting necessary information into underwriting applications for accurate policy rating, documentation, and issuance. They act as a liaison between underwriters and brokers, responding to inquiries, collecting information for quoting, and providing revised quotes. They also serve as backup for underwriters and underwriting assistants during their absence. What will your job entail? Job Responsibilities: • Assists the process of binding insurance policies, ensuring accuracy and compliance with binding underwriting guidelines and regulatory requirements. • Administers underwriting applications with the information necessary to rate, document and issue accurate and compliant policies. • Assists with new business submission with directions from the Binding Underwriter to...

Company: Marsh Description: Marsh is looking for an Account Executive in our Construction practice This position will be based in Boston, NYC or Philadelphia. This is a hybrid role that has a requirement of working at least three days a week in the office.  What can you expect? Utilizes detailed risk expertise to perform critical client functions, including: evaluating risks; reviewing loss experience, cash flow and financials; developing solutions; articulating impact of options; leveraging prepared analytics and making recommendations to client across product lines. Monitors the retention of business and generates new business. Helps establish the growth and retention strategy for account team and monitors implementation. Ensures the success of relationships with moderately complex clients, prospects, client teams and producers to provide best in class service and drive growth. Serves as a client contact and responds to more complex...

As a Health and Benefits Lead Associate you will contribute to a wide variety of complex projects involving the design, financing and ongoing management of the full spectrum of health and benefit programs.   You will serve as the project manager on select projects, interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met.  You will have the opportunity to significantly grow your health and benefits business acumen as well as your financial, project management and client relationship skills by working on cutting edge projects alongside leaders in the industry. Materially contribute to core health and benefits projects involving the design and management of group medical, dental, wellbeing, life, disability and absence management benefits for clients.  Responsibilities include: Partnering with client service team leader to deliver superior project management  Proactively advising clients and...

  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 A ND 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...

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 A ND 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...

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,...

Paralegal Claim - LU09BN We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              Paralegal – Insurance Staff Legal Office (Pennsylvania) We are seeking a detail-oriented Paralegal to join our Pennsylvania insurance staff legal team. This role supports attorneys in managing Workers’ Compensation defense claims within a fully electronic, paperless environment. Responsibilities include drafting Compromise & Release (CNR) agreements, subpoenas, and legal filings; preparing medical summaries; conducting legal research; and coordinating case activities with clients, vendors, and opposing counsel. The ideal candidate will have experience with Pennsylvania Workers’ Compensation procedures, proficiency in WCAIS , and strong...

Broker Director Job Description Reporting to the Broker & Market Leader, the Broker Director is primarily responsible for directly managing the relationships with brokers a select set of five or less retail brokers. The Broker Director will be a key part of a national team assigned to each of their focus brokers and collaborate closely with their counterparts across AIG and at the broker to drive engagement and insights that yield outpaced growth. Tasked with driving the financial results and managing assigned retail brokers within a market, the Broker Director will create clear goals that are defined and designed to: Promote profitable growth and/or retention and expand desired mix of business. Ensure AIG is deriving insights, value and results out of consulting or data services purchased from retail brokers. Support AIG’s efforts to execute goals locally consistent with national commitments to/from retail brokers. Leverage AIG platforms such as 360,...

Join us as a Product Development Manager to make more of your specialist expertise and experience. Make your mark in AIG PROGRAMS. PRODUCT DEVELOPMENT MANAGER The Product Development Manager position is responsible for managing the tasks and processes associated with the product development, filing submission/approval and implementation of new or revised products (rates/rules/forms) for use within the Programs Division.  How you will create an impact Maintain product and filings knowledge and ownership of assigned products/programs. Assist Underwriting and Program Development in the analysis, development and documentation of products (rates/rules/forms) with a focused responsibility for rate/rule page manuals development and complex forms drafting. Coordinate product review with various stakeholders (Program Managers, Product Line Officers, Actuarial, Claims, Compliance, Systems, Program Administrator, etc.) and drive to conclusion the Legal review and approval...

Company: Marsh McLennan Agency Description: Graham Company, a division of Marsh McLennan Agency, is an insurance brokerage and consulting firm committed to creating a healthy, safe, and prosperous tomorrow. We value empathy, discipline, integrity, courage, and tenacity - and we are seeking professionals who share these values to join our team. JOB FUNCTIONS & RESPONSIBILITIES: Manage and grow all aspects of the client relationships on claims matters. Manage the overall claims strategy and process for all claims, making sure to anticipate the impact of the claim on the client’s overall insurance program. Act as an advocate for client in all claims including handling discussions with carriers. Evaluate the claim handling needs of each client and tailor a strategy for meeting those needs. Using independent discretion and judgment tailor a claims strategy, and implement and monitor the claim strategy in order to achieve a high level of client...

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 Field Case Manager-Sign-On Bonus Eligible This Field Case Manager will cover our Philadelphia, PA region and must live in this area in order to be considered. PRIMARY PURPOSE OF THE ROLE: Sedgwick Field Case Managers work face to face with their injured workers and medical providers t o facilitate; though advocacy, progressive medical treatment, and timely return-to-work; while acting as a liaison and providing communication between all involved parties. While...

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Actuary & Assistant Vice President - Lexington Property Pricing to take on key responsibilities within a world-class actuarial function. Make your mark in Actuarial Our Actuaries are on the front lines, quantifying risk, pricing insurance and reserving losses for AIG’s major insurance operating companies, globally. We collaborate with Finance, Claims, Operations, Marketing and Risk Management, among other functions. As an AIG actuary, you will be challenged and encouraged to reach your greatest potential to help improve how we predict, manage and mitigate risk. How you will create an impact We are seeking an actuarial professional with industry expertise to lead the Lexington Property pricing team.  The individual will partner with the business and support teams on strategy, risk selection, pricing, and portfolio construction.  They will also partner with other pricing actuaries in...

   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...