3 client coordinator jobs found in Sandy Springs

Position Summary The Senior Brokerage Operations Coordinator is responsible for providing operational support to the brokerage team by efficiently handling day-to-day operational tasks such as document generation and maintenance. The role updates precise client information across systems and maintains organized records for compliance. They manage broker inquiries, deliver effective customer service through various channels, and offer support for ad-hoc business requests. What will your job entail? Job Responsibilities: • Coordinates day-to-day activities within brokerage operation and works for the implementation and enhancement of operational procedures. • Prepares cover letters as needed by the broker for marketing renewal business and provides essential administrative support in tasks. • Administers and updates client information in all necessary systems accurately. • Maintains well-organized technical documentation for client accounts, transactions, and relevant...

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’s Risk Solutions team, formerly known as Beecher Carlson, is looking for a Senior Account Manager to join the Private Equity | Family Office | Mergers & Acquisitions team in Atlanta, GA or remotely. The Senior Account Manager will ac t as the primary client partner and strategic leader, responsible for designing and overseeing the entire insurance program for large, complex clients. This role is highly client-facing and sets the direction for the account team . Responsibilities will include but are not limited to: Responsibilities: Lead all aspects of the client’s insurance program cycle, including renewal strategy, coverage placement, and annual stewardship reviews.   Develop and deliver underwriting presentations; represent clients in carrier meetings.   Provide day-to-day...

Position Summary The Brokerage 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 coordinating with other departments in the firm. What will your job entail? Job Responsibilities: • Assists in executing and coordinating day-to-day brokerage operations and supports the implementation and improvement of operational procedures. • Coordinates with the broker to prepare documents, cover letters etc. to market renewal business and provides necessary administrative support in filing, printing, and archiving documents. • Administers and updates new and current client information in all required systems accurately. • Maintains...