27 client executive jobs found in Philadelphia

Company Details   Berkley Mid-Atlantic Group (BMAG) is a property and casualty insurance provider serving the Mid-Atlantic. We are a member of W. R. Berkley Corporation, one of the largest commercial lines property casualty insurance holding companies in the United States. With the resources of a large Fortune 500® corporation and the ability to operate with the closeness and flexibility of a small company, we exclusively work with select independent agents to insure the future of business.   Our culture is one that empowers employees to question the status quo and seek innovative ways to continue to exceed the expectations of our customers. We practice collaboration, creativity, and teamwork on a daily basis, with a commitment to innovation and high performance.     Company URL:   https://www.wrbmag.com/   The company is an equal opportunity employer.     Territory: Eastern Pennsylvania Responsibilities...

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 an experienced Sales Professional who shares these values to join our team. The Sales Executive's primary responsibility is to find, engage and develop relationships with prospective clients and retain quality customers for the Graham division of Marsh & McLennan Agency. In addition, Sales Executives work closely with Account Managers, Consultants, and the service team on the renewal of existing accounts. JOB FUNCTIONS & RESPONSIBILITIES: Develop Quality Accounts: A Sales Executive identifies and engages with prospective clients that align with Graham's client profile and revenue criteria. Sales Executives are responsible for producing minimum annual...

Company: Mercer Description: We are seeking a talented individual to join our Talent Strategy & Digital HR Transformation team at Mercer, a Marsh business. This role can be based in Philadelphia or Washington, DC and offers a hybrid work arrangement, requiring a minimum of three days per week in the office. As a Talent Strategy Consultant, you will support senior consultants in delivering engagements across HR organization digital transformation, HR operating model assessment and design, process optimization, and technology advisory. You will work directly with client stakeholders, contribute to deliverable development, and help drive measurable impact for organizations navigating the evolving world of work. This is a great opportunity to gain exposure to a wide range of industries and develop deep expertise in how leading organizations redesign their people functions for the future! We will count on you to: Organization & Operating Model Design 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 The Senior Relationship Manager (“RM”) is responsible for managing a portfolio of Middle Market clients, e.g., companies with annual sales typically between $20-250MM+ and total exposures of $10-80MM+.  The incumbent will retain and expand existing Middle Market relationships, as well as sourcing new commercial relationships via systematic...

Health & Benefits M&A Center of Excellence Lead In this role, you will identify opportunities for Health & Benefits business expansion by partnering with producers who focus on developing relationships with private equity sponsors and portfolio companies. You will be responsible for leading sales pursuits and conveying the unique value proposition of WTW’s Health & Benefits solutions to prospects. You will lead a team within our Greater Philadelphia practice that services these closed opportunities, which will involve the design and management of the full array of health and benefits programs. You will drive the strategy as the Executive Sponsor, growing relationships by leveraging your expertise alongside WTW’s array of solutions and capabilities. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role Serve as the strategic partner and trusted advisor to clients in the design and...

Client Director   Join us as a Client Director to play a highly influential role in protecting our clients and growing our business.   Where you can make an impact: Client & Broker Engagement   At AIG, we are reimagining the way we help clients manage risk through a differentiated value proposition. Join us as a Client Director to play your part in our transformation. It is an opportunity to grow your skills and experience as a valued member of the team. Our Client Engagement team manages AIG’s major client relationships across all product lines, as well as driving new business activity. The team serves major clients and broker partners through an elevated, personalized experience – our client-centric framework drives a consistent experience and best practice, while allowing flexibility to meet the client’s needs.   What you need to know:   AIG North America Commercial Insurance has an exciting opportunity for a Client Director. The responsibilities will...

About the role   AIG is seeking a motivated Senior Executive Underwriter to contribute to our AIG Risk Management (AIGRM) team. AIG’s strong brand in the market has allowed for excellent client retention and relationships, along with our desire for strong growth and thus the need for underwriting resources. We consistently provide clients with impeccable service, creative solutions with the use of technology, and a well-known established platform.  Our underwriters constantly deliver in an ever-changing marketplace and world. Areas of focus will be around our core coverages, General Liability, Auto Liability, and Workers Compensation.  In this role, you will be responsible for underwriting and servicing an existing renewal book along with assistance to other team members.  This role includes constant interaction with our brokerage community ensuring our renewals are being serviced properly and out soliciting new business opportunities. Through this role, underwriters gain...

Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex. Grow your career with a rapidly growing company that invests in its people and their ability to drive real progress. Job Title:  Director, Quality Engineering Location:  New York, NY / Philadelphia, PA / Atlanta, GA Department:  Starr Technology Group Overview: The Director, Quality Engineering plays a critical leadership role responsible for operationalizing and scaling Starr’s Quality Engineering (QE) strategy. This leadership position is tasked with leading the execution of QE methodologies, managing QE teams, and driving the maturity of automated and manual...

Position: Filling Compliance Analyst Department: Regulatory & Government Affairs Reports To: Manager of Regulatory & Government Affairs Position Summary: The purpose of this position is to coordinate and execute the daily operations of  programs to manage compliance risk and ensure regulatory compliance with state and federal insurance laws on a corporate and departmental basis. Essential Functions and Responsibilities: Perform Office work directly related to management and regulatory compliance operations of the department and employers customers. Exercise discretion and independent judgment with respect to matters of significance.  Develop, implement and administer quality management programs to manage compliance risk and ensure regulatory compliance with state and federal insurance laws on a corporate and departmental basis. Circulate, monitor, and track compliance/regulatory literature and/or actionable items to appropriate areas as required....

The Account Manager will serve as a trusted advisor to small business clients, providing consultative guidance and best in class service. The role will require working directly with our specialty practices as well as producers in a high-volume environment. The role will serve as a mentor to Assistant Account Managers. Your Impact Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations Leveraging commercial P&C insurance knowledge and expertise to actively service existing accounts and develop new business opportunities for a high volume, fast-paced book of business, consisting of small, commercial clients Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS accordingly Participating in the retention of renewal business. Interacting with producers to prepare...

  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...

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, 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 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. The Business Banking Sales Manager is responsible for leading a team of Business Bankers in the Philadelphia, Bucks County, and New Jersey region. Business Banking serves relationships up to $3MM in exposure and $10MM in Revenue. This key leadership role will drive team and individual loan production and maximize fee income while...

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 Provides strategic and hands-on human resources expertise and leadership that engages all levels of employees, effectively addresses needs and issues, and supports the achievement of business results. This role also leads a team of two HR professionals. Strategy-Setting Develops and maintains positive, professional and objective relationships with employees and management. Partners with and influences leadership to create a supportive learning culture that builds employee morale, engagement, and potential while achieving business results. Partners with leadership and the Talent Development team to drive the talent assessment process, and determine talent development needs, including management and development of high potential employees. Works with leadership and the HR team to determine the appropriate reward and recognition programs; helps manage/execute programs as appropriate. Participates in and /or leads various...

The Client Advocate (CA) is responsible for managing, growing, and retaining a book of complex client relationships.  The Client Advocate role has a strong connection to the client’s business and a fundamental understanding of its industry. The Client Advocate contributes to and generates new opportunities with prospects by developing and closing on expanded business services, products and solutions with existing clients. Client Advocates assist in responding to RFPs, oral presentation and help make the pitch. Participation in RFPs may be required on some accounts. As a Client Advocate you should be comfortable with developing innovative solutions The Client Advocate will be responsible for Specialty Accounts on a National basis. It is expected that the Client Advocate have relationships with Insurers and may be asked to assist with the placement of accounts. The Client Advocate will be required to work with the Head of Client Advocacy on training needs, KPIs, turnaround time,...

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,...

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. Position Summary: This is a senior-level sales position with a minimum requirement of five years of sales experience in equipment financing that will drive NewLane Finance’s sales efforts .  This is accomplished by developing and cultivating customers/prospects in accordance with our overall Sales Execution...

As a Senior Director you will 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.  You will lead large, highly visible client engagements as well as develop and manage active pipelines, grow relationships with current and prospective clients, and demonstrate how our organization’s superior strategic resources and capabilities can address their concerns.  You will serve as a key voice to the marketplace of one of the world’s leading HR consulting firms and have the ability to contribute to the evolution of health care delivery in North America. The Role Serve as the strategic partner and trusted advisor to large, complex clients in the design and management of their health and benefits programs,  Primary accountability for creating and executing a business strategy to penetrate the local and regional market in obtaining completely new Health and...