14 assistant client manager jobs found in Phoenix

Job Responsibilities and Requirements The Client Implementation Manager will be responsible for developing and overseeing new client installations for the RSL portfolio of business. This includes overall accountability for the successful new case installation of employee accounts that have core Life, Disability, Absence and/or Voluntary benefits. He/she will drive the process through a combination of direct involvement, partnership with account management, and influence and coordination with internal partners Relationship Management Provide leadership and subject matter expertise to new client to ensure successful implementation, enrollment and ongoing support for assigned clients / territories. Lead new client installation calls for assigned clients/sales offices. Proactively communicate to the client to ensure appropriate setup and understanding of systems, tools and processes, including (but not limited to) billing, contracts and web tools. Identify,...

Objective:    This role blends the sales position and responsibilities with those of a typical Account Executive position. Your focus is to enhance relationships with clients, staff, and carriers. The Account Executive will function as the team lead, and salesperson, supporting their Producer(s) in providing a dynamic spectrum of innovative strategies to develop and maintain customer’s insurance and risk management needs. This role requires an individual who can effectively balance multiple and competing priorities.      Responsibilities Include, But Not Limited To:    Total account responsibility, while utilizing Assistants for endorsements, follow-up, claims, etc.   Respond to clients same day via email or phone.    Account Management – all duties usual to an Executive Account Manager.   Independently managing account issues and problems and providing solutions   Thorough analysis of forms, policy terms, conditions,...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Bank Customer Service & Sales role may be a new career for you. There’s a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid three-month training program includes all training materials, class discussions, hands-on training, and e-learning modules. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our...

Position Title Branch Banking - Client Consultant I   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 lient...

This is an opportunity to join Ascot Group - one of the world’s preeminent specialty risk underwriting organizations. Designed as a modern-era company operating through an ecosystem of interconnected global operating platforms, we’re bound by a common mission and purpose: One Ascot. Our greatest strength is a talented team who flourish in a collaborative, inclusive, and entrepreneurial culture, steeped in underwriting excellence, integrity, and a passion to find a better way, The Ascot Way. The Ascot Way guides our people and our organization. Our underwriting platforms collaborate to find creative ways to deploy our capital in a true cross-product and cross-platform approach. These platforms work as one, deploying our capital creatively through our unique Fusion Model: Client Centric, Risk Centric, Technology Centric. Built to be resilient, Ascot maximizes client financial security while delivering bespoke products and world class service — both pre- and post-claims. Ascot...

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...

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...

Crum & Forster Company Overview Crum & Forster (C&F) , with a proud history dating to 1822, provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. C&F enjoys a financial strength rating of "A+" (Superior) by AM Best and is proud of our superior customer service platform. Our claims and risk engineering services are recognized as among the best in the industry.   Our most valuable asset is our people: more than 2000 employees in locations throughout the United States. The company is increasingly winning recognition as a great place to work, earning several workplace and wellness awards, including the 2025 Great Place to Work ® Award for our employee-first focus and our steadfast commitment to diversity, equity and Inclusion.   C&F is part of Fairfax Financial Holdings, a global, billion dollar organization.  For more information about Crum & Forster,...

Crum & Forster Company Overview Crum & Forster (C&F) , with a proud history dating to 1822, provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. C&F enjoys a financial strength rating of "A+" (Superior) by AM Best and is proud of our superior customer service platform. Our claims and risk engineering services are recognized as among the best in the industry.   Our most valuable asset is our people: more than 2000 employees in locations throughout the United States. The company is increasingly winning recognition as a great place to work, earning several workplace and wellness awards, including the 2025 Great Place to Work ® Award for our employee-first focus and our steadfast commitment to diversity, equity and Inclusion.   C&F is part of Fairfax Financial Holdings, a global, billion dollar organization.  For more information about Crum & Forster,...

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 Commercial Lines Account Manager to join our growing team in Phoenix, AZ!      As the Account Manager for an assigned book of business, use appropriate judgment and decision-making skills to provide service for customer accounts and transactions, in support of the production and retention of the business. The Account Manager is responsible for building, expanding, and solidifying relationships with clients at all levels within the company and leading appropriate resources to address the client’s needs, including risk identification and resolution of underwriting or policy issues, accounting issues, claims issues, etc.        How You Will Contribute:    Working on CISR or CRIS Designation Program   Summary of insurance  Insurance Coverage Review – Prepare with a summary & give to...

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...

Position Summary The Inside Broker is responsible for assisting the Broker in developing, managing, and sustaining profitable business by providing high level technical expertise. The role is responsible for managing a broker’s book of business in-house using deep knowledge of initial risk assessments to secure the best coverage and place it smoothly in the right market. They provide customer service, resolve client inquiries through efficient communication, and process routine and complex transactions accurately. What will your job entail? Job Responsibilities: • Collaborates with brokers to craft seamless service and strategic market placement for commercial accounts, ensuring client satisfaction and loyalty. • Demonstrates knowledge of commercial insurance coverages, evaluates submissions from retail insurance brokers, and identifies exposures and coverage required. • Analyzes risk exposures and coverage needs from broker submissions, exercising independent judgment and...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Drive sales growth and maintain strong client relationships with employee benefit brokers and consultants, stop loss carriers, and various clinical point solutions providers. Responsible for understanding client’s needs, assessing risk profiles, and recommending tailored solutions to protect their financial interests.  This is role is remote; however, it will require travel and in person meetings...

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...