20 customer account professional jobs found in Philadelphia, PA

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...

About the role As a Senior Underwriting Assistant, you will make a vital contribution within the Underwriting Support Unit of our product field operations by working with underwriters and CoE partners to develop and deliver tailored solutions whilst handling some of our complex accounts. Providing technical guidance to other junior support staff while working under moderate supervision will be important too. Key responsibilities: Partnering with regional underwriters and/or more senior UW Support employees in the end-to-end processing of new and renewal business. Evaluating new and renewal submissions against prescribed criteria to determine completeness. Identifying and resolving account alerts and blocks during the submission process to avoid account conflicts. Performing data analytics, remodeling, when necessary, referral documentation preparation and completion, as well as form checklist and working approval. Assist with training and oversight of less...

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...

Job Responsibilities and Requirements Manage the product throughout the product lifecycle, gathering and prioritizing product and customer requirements, and working closely with Agile teams to deliver value Advocates for stakeholder needs and serves as the bridge between stakeholders and development teams by ensuring timely communication between both entities on prioritization, status, and impact Manage the product backlog, organizing sprint activities, and ensuring product planning and effective prioritization Develop, communicate and provide a clear roadmap that aligns with stakeholder needs and company goals Applies design and systems techniques (e.g., user stories, wireframing, prototyping) to define product features Typically uses team scrum/agile development techniques and tools for team collaboration, product testing, issue tracking and backlog management. Collaborate with various stakeholders to understand pain points, inefficiencies, and business...

Job Responsibilities and Requirements The New Business Annuities Specialist is responsible for the review and processing of new annuity applications.  This role is responsible for reviewing incoming applications for completeness of internal forms requirements and statutory and regulatory completeness and compliance. The Specialist will report to the Manager of New Business and act as a liaison between various departments. New Business Annuity Specialists will have frequent interactions with internal and external customers. Processing Process applications and corresponding paperwork and document any outstanding requirements. Apply premium and issue contracts. Independently conduct initial review and make judgment & decisions that fall within prescribed policies and limits Primary owner for resolving any open issues for a submitted application from the time the case is submitted to the point the case is issued Process a variety of tasks and high volumes of work...

Job Responsibilities and Requirements The Senior Program Manager, Talent Development is a senior individual contributor role that strengthens organizational capability through a combination of talent partnership and leading professional development training programs. The role operates at the intersection of business strategy, talent practices, and learning—partnering with leaders to support critical talent moments while owning scalable development experiences for the enterprise. Rather than functioning as a transactional training role, this position focuses on enabling decision quality, building manager and employee capability, and ensuring talent investments translate into practical outcomes aligned to enterprise priorities. We are looking for someone who is results-oriented, is customer-service focused, can move quickly, insists on the highest standards, and is not afraid of ambiguity.  They will have the ability to manage multiple concurrent projects, and are passionate...

Job Description NewLane Finance is a commercial equipment finance company serving small and mid-sized businesses nationwide. Our mantra is “business lending done right”. 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 primarily offered to the business community through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is a Wilmington Savings Fund Bank (WSFS) subsidiary, a $24B financial organization. Job Summary : NewLane Finance is seeking a Data Reporting Analyst who will perform a wide variety of data gathering and analytics driven roles. This person will also use data analytics and reporting to help deepen management’s insights towards strengthening overall credit, account servicing and pricing...

Job Description NewLane Finance Company (“NewLane”) is a commercial equipment finance company, serving small and mid-size businesses nationwide. Our mantra is "Business Lending Done Right".  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 businesses primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane is a subsidiary of WSFS Bank, a $20+ billion financial organization. NewLane is seeking an experienced Late-Stage Collections Specialist with strong skills in, but not limited to, ability to achieve targeted delinquency goals, effective communication, problem solving, attentiveness, and personal time management.  The qualified candidate must possess an energetic, courteous, and professional...

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 Auto Field Appraiser- Philadelphia , PA PRIMARY PURPOSE : To handle field appraisal assignments for our corporate fleets and insurance clients with an emphasis on Auto's. ESSENTIAL FUNCTIONS and RESPONSIBILITIES Set appointments same day, inspect within 24 hours and write estimate car side Depending on location - appraiser is expected to write 6 to 10 estimates per day Ensures proper vehicle tear down Determine repair time allotments and required labor...

At DUAL North America, our core values dictate how we live and work. We are a group with independence and people at its heart and we are a home for talent with a unique culture: the biggest small company in the world. The focus on being a People First business has always been at the very heart of the Group; Our vision was to create an independent business with a unique culture and one that would survive and thrive as a business controlled by the people working for it. And finding the most talented and entrepreneurial people to join the Group has been and will continue to be key. DUAL North America, Inc. is seeking a Associate Underwriter Energy Classification: Exempt/Full-Time Reports to: SVP, Head of Energy Production Travel: 0-10% Salary: $65,000.00-$75,000.00 Role overview DUAL North America is seeking an Associate Underwriter for the Energy division.   At DUAL, Associate Underwriters play a key supportive role through the risk underwriting...

About Auris   Auris is   the payroll and HR partner built for small and medium-sized   b usiness   who   c an’t   afford to get it wrong. Trusted by over 50,000   b usiness   nationwide, Auris pairs easy-to-use t echnology with   real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business.   Acquir ed   by Ac risure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive.     Job Summary   Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to   ultimately close   deals within a fast sales cycle. As a Field Sales Representative   you   will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities...

At AIG, we are reimagining the way we help customers to manage risk. Join us as an Underwriter II, Retail Property to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Retail Property Underwriting in Philadelphia, PA AIG underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague – empowering our people to grow as insurance professionals and add more value to our customers and AIG. How you will create an impact Reporting to the Zonal Underwriting Manager or Underwriting Manager, this role analyzes and evaluates risk and accepts, rejects, or...

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Program Manager to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. The Program Manager reports directly to the Vice President - Programs Team Leader.  As a highly motivated, results-oriented problem solver who exemplifies a willingness to be flexible, learn on the job, and maintain a “can do” attitude you will be responsible for the underwriting, marketing and portfolio management of each assigned Program.  You will have a unique opportunity to experience various industries and classes of business across a very diverse programs portfolio. Not only will you gain multi-faceted experience in terms of package line of business (not just Property or just Casualty), you will also get multi-functional experience – in addition to underwriting, you will gain knowledge and have the opportunity to lead in other functional...

Company Details   W. R. Berkley Corporation, founded in 1967, is one of the nation’s premier commercial lines property casualty insurance providers. Founded in 2004, Berkley Environmental has underwriting and account executive units in seven regions. Berkley Environmental offers an array of coverages for virtually all classes traditionally known to have environmental liability exposures on both an admitted and non-admitted basis. We provide a comprehensive portfolio of commercial property casualty insurance, automobile liability and workers’ compensation, along with claim services, providing expertise to meet the unique business needs of our customers.   Company URL:   https://berkleyenvironmental.com/   The company is an equal opportunity employer. Responsibilities We are currently seeking a Sr. Underwriter. Within authority, the incumbent will manage assigned brokers to underwrite and process environmental...

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...

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...

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....

    Digital Marketing Specialist The Digital Marketing Specialist plays a pivotal role in shaping the Company’s digital presence and driving measurable growth through creative and strategic initiatives. This role focuses on developing and managing digital assets, producing high-quality video and graphic content, and optimizing social media engagement. The position combines content creation, design expertise, and data-driven marketing to deliver compelling digital experiences that resonate with target audiences and support business objectives. Company Pennsylvania Lumbermens Mutual Insurance Company (PLM) is America’s oldest and largest insurance company dedicated to protecting wood-related businesses such as lumber and building material retailers, wood product manufacturers, and sawmills. Headquartered in Center City, Philadelphia, PLM has been recognized as one of Philadelphia Inquirer’s Top Workplaces for nearly a decade. Since 1895, we’ve established long-term...

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...

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...