13 assistant account executive jobs found in Phoenix

CopperPoint has an exciting opportunity for a Corporate Development Analyst. This role supports the corporate development function and plays a critical part in advancing the company’s strategic objectives. The position offers exposure to and interaction with senior leadership across the organization and serves as a key contributor to strategic decision-making. The Corporate Development Analyst will assist with researching market characteristics and trends, conducting competitor and industry analyses, gathering and organizing market intelligence, and performing analytical reviews. In addition, the role supports the evaluation and qualification of corporate development opportunities, as well as due diligence and integration activities tied to growth initiatives.   Job Responsibilities Assist in the qualification of corporate development opportunities, including research market potential and conducting due diligence activities as assigned. Assist in the...

Position Title Branch Banking - Client Consultant I (Part-Time)   Location Phoenix, AZ 85028-6005   Job Summary A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative. C...

Company: Mercer Description: The Sr. Nurse Consultant will have strategic ownership of a book of business, reviewing internal dashboards and benefit administrator reporting to evaluate clinical program performance, and implementing oversight activities to ensure clinical program efficiency and effectiveness. This can include: Evaluation of program performance data Methods for timely identification of cases at risk for high costs Member and provider engagement in the case management process Clinical interventions offered to support optimal care coordination and outcomes Reporting results to clients. Nurse Consultants will impact patient outcomes by providing feedback to benefit administrators and vendors about opportunities for improved care coordination and areas where their performance is in-line or exceeds best practices.  What is in it for you? At Mercer, we’re as invested in creating brighter futures for our own people as we are for our...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Senior Placement Analyst to join our growing team in Phoenix, AZ .  The Senior Placement Analyst will coordinate marketing efforts with competing insurance companies on an account-by-account basis in a support role for sales and customer service teammates. Responsible for reviewing, analyzing, and improving upon quotes received and evaluating and negotiating coverage and price for both renewal and prospective business. This individual may also monitor the work of assistants and other support positions. How You Will Contribute Coordinate the procurement of alternative quotes and carrier options to retain existing insurance programs. Analyze market information to develop, design, and implement creative strategies for sales team members. Review and recognize areas for improvement in existing...

Position Title Branch Banking – Client Consultant II – Licensed   Location Phoenix, AZ 85012   Job Summary The Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve...

Company: Mercer Description: We are seeking a talented individual to join our Government Healthcare Consulting team (GHSC) at Mercer. The Sr. Government Healthcare Financial Consultant partners with state governments to examine financial reports in order to understand emerging Medicaid health care experience as well as the financial performance of managed care organization and interacts with credentialed actuaries and financial executives to ensure Medicaid dollars are being utilized efficiently. We specialize in assisting government-sponsored programs in becoming more efficient purchasers of health services. We bring the best critical thinkers forward in helping our clients address their issues. We will count on you to: Work with client and team project managers to clearly define the scope, timelines and deliverable(s) of the project; ensure development and proposes essential project documents, including the budget and work plans Ensure regular...

Position Summary RT Specialty is a leading wholesale distributor of specialty insurance products and services. Our experienced brokers are specialized in property, casualty, professional lines, transportation and workers’ compensation, providing creative solutions to retail brokerage firms. We define ourselves through our superior execution on behalf of our clients, which has established us as a leader in the industry. As an independent wholesale broker, we are a critical intermediary in the distribution channel from insurance carriers and retail brokers. The Broker Assistant is responsible for providing operational support to the brokerage team by efficiently handling day-to-day operational tasks. The role contributes to the seamless functioning of daily operations, ensures compliance with regulations, and facilitates effective communication within the brokerage team. They work closely with brokers to ensure timely transaction completion through paperwork processing and...

Job Responsibilities and Requirements This role supports National and Strategic Account Customers by working closely with Client Managers providing daily service to our Life, Disability and Absence Management clients.  Works closely with the Client Managers on executing business plans and delivering on strategic initiatives.  The NA Account Consultant acts as the internal and external daily point of contact on issue resolution, partners with cross-functional internal partners to drive client initiatives, and monitors projects and open tasks.  CLIENT SUPPORT Partners with Client Managers on a book of business comprised of the company’s National and Strategic Accounts.  Collaborates with Client Managers to provide clients with alternative solutions. Works effectively with Client Managers, sales and operational partners to realize client goals. Shares expertise with Client Managers to help create client strategies; supports and executes on strategies to help...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Personal Lines Sales Executive to join our team in Phoenix, AZ! The Personal Lines Sales Executive is responsible for driving new business growth by identifying prospects, building relationships with key decision-makers, developing customized sales strategies, and collaborating with internal teams to ensure seamless client onboarding and retention. How You Will Contribute: Prospect, develop, propose, and bind new business. Actively pursue new client prospects through telemarketing, networking, and personal referrals. Renew existing clients every year. Assist in the collection of required coverage information and necessary deposit and renewal premiums. Maintain the proper documentation for existing and prospective clients. Oversee all aspects of your new clients with the...

CopperPoint has an exciting opportunity for a Loss Control Specialist. In this role, you will play a key part in the underwriting process by collaborating with Underwriting to support risk selection, pricing, and the retention of profitable business. You will also partner with policyholders to identify and evaluate risk factors, providing recommendations that effectively control exposures and promote safer workplaces. Driving is essential for this position, as daily travel between locations is required.    Job responsibilities: Acts as a risk and safety consultative resource for the company’s underwriters, producers, and policyholders by providing superior value-added customer service. Conducts on-site comprehensive risk evaluations of complex policyholder’s operations, including large risks. Demonstrates analytical problem-solving skills, such as the ability to use a systematic approach in solving problems by identifying the problem, developing a course of...

WHAT WE'RE LOOKING FOR *Must live in the Phoenix area* Berkshire Hathaway Homestate Companies, Workers Compensation Division, has an immediate opening for a Loss Control Specialist to provide coverage for the greater Phoenix area. The Loss Control Specialist provides expert risk management solutions and loss control services to current and prospective policyholders, identifying potential hazards and risks within the workplace, assessing the insured's safety protocols and procedures, and implementing effective strategies to minimize accidents or injuries and mitigate subsequent workers' compensation claims. This professional provides valuable insights to Underwriting as to workplace findings, assisting them in properly pricing risk, and works closely with our larger policyholders to enhance the overall safety culture within the organization, resulting in fewer incidents and improved operational efficiency. Extensive travel utilizing various forms of transportation,...

Position Summary RT Specialty is a leading wholesale distributor of specialty insurance products and services. Our experienced brokers are specialized in property, casualty, professional lines, transportation and workers’ compensation, providing creative solutions to retail brokerage firms. We define ourselves through our superior execution on behalf of our clients, which has established us as a leader in the industry. As an independent wholesale broker, we are a critical intermediary in the distribution channel from insurance carriers and retail brokers. This Account Executive serves as a strategic partner to internal teams by staying informed on market trends and providing actionable insights into client needs and behaviors. Through close collaboration, the individual helps shape client strategies and supports decision-making with relevant market intelligence. The Account Executive is responsible for assisting the Broker team in executing trades, managing accounts, and...

Position Summary RT Specialty is a leading wholesale distributor of specialty insurance products and services. Our experienced brokers are specialized in property, casualty, professional lines, transportation and workers’ compensation, providing creative solutions to retail brokerage firms. We define ourselves through our superior execution on behalf of our clients, which has established us as a leader in the industry. As an independent wholesale broker, we are a critical intermediary in the distribution channel from insurance carriers and retail brokers. This Account Executive serves as a strategic partner to internal teams by staying informed on market trends and providing actionable insights into client needs and behaviors. Through close collaboration, the individual helps shape client strategies and supports decision-making with relevant market intelligence. The Account Executive is responsible for assisting the Broker team in executing trades, managing accounts, and...