18 client service manager jobs found in Scottsdale, AZ

Objective: The Client Service Manager is responsible for delivering a high level of service to Heffernan Financial Services Division clients, and to the Advisors the Client Service Manager supports in the Division. The Client Service Manager is expected to enhance client relationships as well as be an advocate for each client. In all aspects of the position, the Client Service Manager must promote professionalism, have a positive attitude, and take a proactive approach to their role. Managing ahead of the Advisor's day-to-day flow and staying on top of each client are of paramount importance. Client Service Manager must be highly conscientious, organized, and accurate in their work.   Responsibilities Include: Respond to all client requests promptly. Update voicemail greeting message daily. Create, maintain, and update client and prospect accounts and agreements with Geneos Wealth Management.  Create, send, process, and follow up on all client paperwork...

Higginbotham , a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a  Commercial Insurance Account Manager for our Scottsdale, AZ  office. The  Commercial Lines Account Manager provides prompt, accurate and courteous service to our clients and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial accounts. Essential Tasks: Collectively or independently plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines. Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly Prepares necessary proposals, summaries of insurance and applications, submits or...

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, please...

Company Details     Berkley Oil & Gas, (a W.R. Berkley Company) is an insurance underwriting manager providing unique property and casualty products and risk services to customers engaged in the energy sector.  Our customers recognize the importance of the expertise we provide and appreciate the opportunity to work with professionals who understand their business.  We are in turn committed to delivering innovative products and exceptional service to them, our valued agents and brokers, Berkley Oil & Gas is dedicated in its efforts to be well-informed of the changing dynamics of the industry; support industry efforts to minimize and mitigate risks and hazards in the ‘oil patch’, and to constantly seek ways to improve our products and services to meet customer needs.   Company URL:  https://berkleyoil-gas.com/   The company is an equal opportunity employer. Responsibilities The Associate Actuary’s role is to...

If you’re passionate about being part of a dynamic organization that enables a Fortune 100 company with nearly $70 billion in annual sales to drive innovation and adopt new technologies that deliver business results, then Nationwide’s Technology team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. We are seeking a Corporate Security Officer to support a professional corporate environment and help maintain a safe and secure workplace. This role is second shift, 2:00 p.m. to 10:00 p.m., with two consecutive days off during the week. Candidates must be available to work weekends and holidays as needed. Must possess and maintain a valid Arizona DPS Guard Card license, unarmed or armed as applicable. This position is ideal for someone who is reliable, detail oriented, and...

CAC Group, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry’s best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry. The Account Manager, Senior Living serves as the operational backbone of the client service team, maintaining comprehensive account knowledge and ensuring all internal documentation is accurate, organized, and accessible. This role supports the Account Executive, Senior Account Executive, and Associate Account Executive by managing the administrative and process-driven aspects of marketing and placement. The Account Manager coordinates with...

  When someone needs coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Burns & Wilcox offers unparalleled resources and exposure for those looking to excel in the specialty insurance industry. We are looking for candidates with an entrepreneurial spirit and drive for career advancement to join our team as a Commercial Lines Underwriter. The Commercial Lines Underwriter will have the opportunity to grow a book of business by underwriting new commercial business and increasing renewal business through the cultivation of client relationships. Responsibilities Build, maintain, and grow a book of business Manage agency relationships and serve as lead client contact Create and execute marketing plans to increase new and renewal business Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as well as new business Develop...

HUB International  is a leading global insurance brokerage that provides a broad array of property and casualty, life and health, employee benefits, investment, and risk management products and services. We are seeking dynamic and highly motivated Customer Service Professionals to join our team. Why Choose HUB? Throughout our network of more than 600 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 that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are...

About 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 600 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 that...

Overview AmTrust Financial Services, a fast growing commercial insurance company, has a need for a Telephonic Medical Case Manager, RN.   PRIMARY PURPOSE:  To provide comprehensive quality telephonic case management to proactively drive a medically appropriate return to work through engagement with the injured employee, provider and employer.  Our nurses will be empathetic informative medical resources for our injured employees and they will partner with our adjusters to develop a personalized holistic approach for each claim.  These responsibilities may include utilization review, pharmacy oversight and care coordination.   This position is hybrid out of Irvine, CA, Scottsdale, AZ or Salt Lake City, UT.  Responsibilities Uses clinical/nursing skills to determine whether all aspects of a patient’s care, at every level, are medically necessary and appropriately delivered. Perform Utilization Review activities...

Responsibilities Welcome visitors, clients, and staff in a friendly, positive manner Responsible for receiving, sorting, and routing mail received at the reception desk Handle all outgoing mail, including sorting, envelope stuffing and postage machine workings Responsible for receiving and handling of all checks Assist with accounting and audit-related documentation, discrepancy tracking, and internal reporting Maintains the reception area and common areas to always look neat and professional Ordering, receiving, and organizing all office supplies Coordinate meetings, events, and internal communications, including calendars and office milestones Working with vendors on equipment management and maintenance Perform administrative duties for multiple departments Assist with Events Planning for Staff, Marketing Efforts, Conventions, Food ordering. Qualifications Experience working in a...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The primary purpose of this position is to act as a resource and serve as an integral member of the underwriting team able to overcome obstacles in the workload and meet timelines by fulfilling basic underwriting support responsibilities. This position will handle day-to- day client servicing including managing workflow and reinforcing the ease of doing business with Markel by meeting or exceeding agents/brokers expectations and providing quality service on a consistent basis. Job Responsibilities...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The Business Development Manager position will be responsible for maintaining and growing Markel's relationships with our wholesale strategic partners. Your day-to-day duties will include working with underwriters, brokers, Markel leadership, and other key stake holders to profitably grow Markel's book of wholesale business. The primary geography of the position will be West Region. Total travel will be at least 50%. This position will serve as a primary business development conduit with Markel's key...

Company Details   As an elite Excess and Surplus Lines market, Nautilus Insurance Group offers commercial property and casualty insurance solutions to appointed wholesale surplus lines producers countrywide. We have specialized in providing these solutions for more than 35 years.   We have more flexible policy terms and premium rates on a non-admitted basis. Our focus is small to medium Property and Casualty risks on both an admitted and a non-admitted basis.   Our offerings are distributed through partnerships with appointed wholesale surplus lines producers. Our relationships are defined by mutual success, speed to market, customer-centric focus and an expanded appetite.   Coverage placed by Nautilus Insurance Group is provided by Nautilus Insurance Company and Great Divide Insurance Company, both W. R. Berkley Corporation members with A.M. Best (Superior) A+ XV ratings.   Benefit Highlights :  Paid Parental Leave! At...

As a Retirement Plan & Wealth Management Advisor you will spend your day talking to retirement plan participants & individual wealth management clients about their retirement savings needs, financial objectives, investment risk tolerance and recommend an appropriate strategy. You will be appointed as a wealth management advisor to an existing book of individual clients and manage their ongoing needs. You will be responsible for conducting annual portfolio reviews with existing clients to ensure alignment with their financial goals. Additionally, you will manage day-to-day transactional needs, providing timely and accurate support to maintain client satisfaction. You will also work with a team of retirement plan advisors to create retirement plan education strategies for plan sponsors which will include webinars, 1 on 1 participant meetings, and newsletters. To excel in this role, you should already have the appropriate licenses and knowledge of all the latest financial...

Position Summary:   The Inside Sales Specialist is responsible for selling commercial insurance products, primarily professional liability, to inbound, pre-qualified prospects. This role involves gathering client needs, matching them with appropriate insurance solutions, performing frontline underwriting, and supporting clients through the application and proposal process. The position also includes cross-selling ancillary lines of coverage to existing clients and assisting with servicing needs when required. This is primarily an in-office role focused on professional liability, business package, auto liability, and other small to mid-size commercial accounts. The ideal candidate is personable, sales-driven, detail-oriented, and exceptionally organized. This position offers strong career growth, ongoing training, and professional development. Limited travel may be required as responsibilities expand. Essential Tasks: Respond promptly and professionally to client...