2 private client account manager jobs found in St. Petersburg, FL

Higginbotham , a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an opening for an Employee Benefits Account Management Team Lead for our St. Petersburg, FL  office. This team lead will be responsible for assisting in workflow strategy development, deployment and training, collaborating with producers to oversee assigned team including workflows, workload, adherence to agency policies and procedures; also responsible for conflict resolution, performance reviews, expense management and salary administration for assigned team. Essential Tasks: Overall management and support of team and Office Advocates, if applicable Interview and evaluate prospective team members Coordinate training and guidance regarding department procedures Assist in needs assessment and training where needed Assist with back up, when necessary Participate in disciplinary and termination issues Assist with implementation of...

Higginbotham , a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a Employee Benefits Account Manager  for our St. Petersburg, FL office. The  Employee Benefits Account Manager  is responsible for assisting the Employee Benefits Producer is producing new business while maintaining existing policies for the clients. Some of the responsibilities for the Employee Benefits Account Manager include: Acting as the primary contact between clients, prospect, agency, and producer Working hand-in-hand with the Producer to generate proposal presentations  Maintaining positive relationships with the insurance carriers to satisfy the clients' needs and facilitate the processing of business Location:  St. Petersburg, FL Hybrid schedule for qualified candidates Experience:  3-5 years  of previous group employee benefits experience Education/Certification:  Group...