8 client service manager jobs found in Sarasota, FL

Company: Marsh McLennan Agency Description: BUSINESS INSURANCE ACCOUNT MANAGER We are looking for a Business Insurance Account Manager to work on our Social Service team, who is accountable for managing a high-profile book of business that is complex to handle and generates substantial revenue that is critical to the company operations. Your goals. Your ambitions. Your definition of success. At Marsh McLennan Agency-Bouchard Region, we believe nothing should stand in your way of making these a reality. As a colleague, you’ll get personal and professional development opportunities, a driven and entrepreneurial team-oriented environment, and leaders at all levels who are committed to maintaining high levels of colleague engagement. We are consistently recognized as a best place to work and a leader in the development of the next generation of insurance professionals. We are proud to be a learning organization which empowers colleagues to teach and be taught. As a...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their  Acentria team in Sarasota, FL. Job Summary: Support producer in the development and service of accounts. Provide clients with exceptional service during the policy year; assure successful renewal marketing. Demonstrate support of agency business objectives and viewed as a positive role model and team player.  Marketing of new and renewal business is a significant aspect of the day to day duties of this role. Essential Functions: Market new business as assigned by producer Review and analyze information provided by producer; secure additional information from client/prospect when necessary; independently make recommendations regarding coverages and exposures; prepare applications in accordance with the agency's automation standards; submit information to carriers and independently negotiate...

We’re thrilled that you are interested in joining us here at the Amynta Group! As a Staff Accountant, you'll support our clients and senior management with a variety of accounting functions for a portfolio of captive insurance companies and risk retention groups. Your key responsibilities will include: · Preparing timely financial statements and maintaining corporate records. · Handling regulatory reporting and overall account management. · Compiling financial data for quarterly and year-end closings, including maintaining the general ledger by preparing, reconciling, and recording journal entries. · Assisting in the analysis and preparation of financial data. · Tackling ad-hoc projects as requested by management. · Performing routine accounting tasks. · Being flexible to work on special projects and meet client demands, including potential travel for board meetings. · Working closely with the Accounting Manager and clients under immediate supervision. · Reconciling...

PURPOSE: This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country. As a Commercial Lines Account Manager within the Shepherd family, you will assist insurance advisors in the handling and processing of new and renewal commercial lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and servicing commercial accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested. RESPONSIBILITIES: · Provide positive, prompt, and accurate service to clients. · Coordinate with advisor to obtain policy information. Maintain expiration control...

PURPOSE: This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country. As a Commercial Lines Account Executive within the Shepherd family, you will assist Insurance Advisors in the handling and processing of new and renewal commercial lines business in accordance with Agency procedures and guidelines. You will provide guidance and mentorship to team members, fostering their professional growth, and building skills through leading by example. With a positive attitude, the Account Executive and Account Management team also provides customer service to clients as assigned and requested. RESPONSIBILITIES: Provide positive, prompt, and accurate service to clients. Act independently or in accordance with...

PURPOSE:  This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.  As a Personal Lines Account Coordinator within the Shepherd family, you will assist account managers and insurance advisors in the handling and processing of new and renewal personal lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and assisting in servicing personal accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested. RESPONSIBILITIES:  · Provide positive, prompt, accurate, and courteous service to account managers and clients, as necessary through...

PURPOSE: This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country. This opportunity as a Personal Lines Account Manager within the Shepherd family, you will assist insurance advisors in the handling and processing of new and renewal personal lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and servicing personal accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested. RESPONSIBILITIES: · Provide positive, prompt, and accurate service to clients. · Assist in marketing new and renewal business. Evaluate premiums, prepare...

PURPOSE: This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.  As a Licensed Agent – Medicare Insurance Division within the Shepherd family, you will provide high level Medicare insurance consultation to eligible clients in accordance with CMS, Agency, and carrier procedures and guidelines. In addition, you will provide a high level of support and customer service as assigned and requested such as eligibility, network and formulary support, sales presentations, lead program participation, quoting and cost analysis assistance.  RESPONSIBILITIES:  · Provide customer service for Medicare insurance business. · Quote & evaluate all Medicare insurance lines of business. · Conduct Medicare Sales...