8 client advocate jobs found in San Francisco

The Property Broker is responsible for day-to-day placement and broking responsibilities for North American accounts, developing business relationships with markets, and negotiating with underwriters regarding coverage terms, conditions and pricing on new and existing programs; evaluating quotes, preparation of marketing reports, managing pro-forma analysis information and distribution; assisting regional teams with RFP and new business proposal development. This includes client relationship and strategy at the insurance program level in conjunction with a Producer or Client Advocate, to meet the client’s insurance and risk management needs. Because of the Client Executive’s strong connection to the client’s business and fundamental understanding of its industry, this relationship is a business partnership with client decision makers. Colleagues in this role will support assigned clients and will in many cases include clients with complex programs. Client facing responsibilities...

WHO WE ARE. Breaking Boundaries for 25 years - and counting. The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. Our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.   THE OPPORTUNITY:    The Vice President, Sales Producer is responsible for initiating new business, building strong client relationships, and providing consultative risk management solutions. This role requires a high degree of self-motivation, professionalism, and a commitment to delivering exceptional client service while meeting sales goals. DUTIES & REPONSIBILITIES: Develops and maintains a...

Title: Customer Care Advocate                                 Department: Customer Service Union: OPEIU 29                                                           Grade: 16 Position Summary The Customer Care Advocate provides customer service to participants, beneficiaries, union locals, and providers regarding eligibility, benefits, and claims status. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Maintains current knowledge of assigned Plan(s) and effectively applies knowledge in all job functions. Provides written, verbal, or face-to-face customer service by responding to and documenting telephone and written inquiries in accordance with various Plan(s) benefits. Updates files, including documenting system notes of conversations or action taken. Performs tasks associated with the administration of retirement and...

Title: Customer Care Advocate                                 Department: Customer Service Union: OPEIU 29                                                           Grade: 16 Position Summary The Customer Care Advocate provides customer service to participants, beneficiaries, union locals, and providers regarding eligibility, benefits, and claims status. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Maintains current knowledge of assigned Plan(s) and effectively applies knowledge in all job functions. Provides written, verbal, or face-to-face customer service by responding to and documenting telephone and written inquiries in accordance with various Plan(s) benefits. Updates files, including documenting system notes of conversations or action taken. Performs tasks associated with the administration of retirement and...

Hi. We're HUB. In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Why Choose HUB? Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Employee Benefits Account Executive manages assigned book of business, develops client relationships and delivers to grow and retain clients. Alongside the Producer, the Account Executive is responsible for the development and implementation of the client’s multi-year strategic plan. The Account Executive ensures HUB’s clients have the support, tools and resources needed to...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Job Summary The Select Business Sales Associate is a structured production development role designed for individuals who have demonstrated prospecting instincts and client-facing capability and are ready to build a book of business with focused support and mentorship. The primary focus of this role is new business production, with service exposure structured to build the foundational knowledge...

JOB SUMMARY: The Assistant Account Manager provides a high level of support in obtaining, maintaining, expanding, and servicing commercial lines accounts. This position assists with certificates of insurance, policy changes, gathering renewal information preparing client presentations, general account assistance and other special projects. This position will require meeting daily production standards, goals and service commitments.     DUTIES & RESPONSIBILITIES: Assists the Account Management team with all aspects of the account-service process. Responds to policy inquiries via phone and email. May field phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc. Responsible for service work as needed on a daily basis. Including but not limited to the following: certificates of insurance, policy changes and client payments. Participates in the renewal preparation process, including generating renewal...