67 account associate jobs found

Description This is an entry level position within the Account Analyst job family, with a goal of acquiring a basic understanding of risk evaluation on new and renewal business.   This is a hybrid position t hose within 50 miles of our office in Plymouth Meeting PA and Boston MA, must report to the office twice a week. Please note that this policy is subject to change. Gathers, organizes and enters information into pricing models; and performs the initial analysis of exposure, loss and coverage for the underwriter. Supports the underwriter and agent/broker with highly responsive service by managing the workflow from clearance through policy issuance and file documentation. Coordinates service requests in a timely manner. Deconstructs submissions by identifying, gathering and entering information into systems, pricing tools and models; flagging referral triggers, and initiating/managing requests to internal service providers (e.g.,...

About Us: Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI. Job Summary: Performs more routine responsibilities and are primary points of contact for the clients they oversee, while working under direct supervision. Supports and informs coverage strategy and plan and applying principles of insurance and applies to everyday situations. Responsibilities: Perform daily service on assigned task by Producers and/or Account Executives with the agency’s written procedures including, but not limited to: Service accounts, including account...

Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI. Job Summary: Performs more routine responsibilities and are primary points of contact for the clients they oversee, while working under direct supervision. Supports and informs coverage strategy and plan and applying principles of insurance and applies to everyday situations. Responsibilities: Perform daily service on assigned task by Producers and/or Account Executives with the agency’s written procedures including, but not limited to: Service accounts, including account transactions such as...

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Client Service Associate is responsible for providing high level service delivery to trust and agency clients, Wealth Advisors, Investment Advisors, intermediaries and other qualified referral sources and distribution channels. The incumbent will support a large team of client facing individuals (Wealth Advisors, Investment Advisors, Financial Planners, Managers) to provide exceptional client service and administrative support. This position entails internal and external (client) communications, including answering the main WMD phone line on a rotating basis, participation in select client meetings, and interface with...

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,...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. The Relationship Manager will serve our Corporate/Private sector clients with our Retirement Solutions team. This role will cover the territory that includes parts of Pennsylvania, New Jersey, and Massachusetts. Living within the territory is not required, but is preferred. This is a G.SD105 band role. #LI-COLE Job Description Summary At the heart of our work with retirement plans for high-profile organizations is the desire to help individuals retire successfully. Multiple...

Job Responsibilities and Requirements The Senior HR Operations Analyst is a key member of the Total Rewards and HR Operations team and plays a critical role in supporting effective, scalable, and compliant HR service delivery. This role partners closely with HR Operations leadership and HR functional teams to translate business needs, policies, and HR strategy into clear operational processes, system solutions, and actionable insights. HR Operations Execution & Process Enablement Partners with HR Operations manager to implement, maintain, and continuously improve HR operational processes that support consistent, efficient, and compliant HR service delivery. Leads the annual review, update, and organization-wide distribution of the Employee Handbook in partnership with HR leadership, Legal, and other stakeholders. Develops and maintains HR procedures, reference guides, and job aids that translate policies and system functionality into clear, actionable guidance for...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships. The incumbent will get to know their customers, understand and educate them regarding their financial needs, and recommend the appropriate products and services through in-person interactions and outbound calling...

Job Description Schedule: Monday - Friday 8 AM – 6 PM, Saturday 9 AM – 1 PM  WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships. The incumbent will get to know their customers, understand, and educate them regarding their financial needs, and recommend the appropriate products and services through in-person interactions and outbound calling efforts. This role will be responsible for opening new accounts and submitting loan applications. The incumbent will comply with Bank policies and procedures, as well as regulatory banking requirements. Personal Bankers will resolve customer service issues and perform account maintenance requests for customers as needed, while also recommending and promoting the Bank’s digital banking services. Additionally, this role will assist Customers with teller transactions and will be responsible for processing various transactions in a timely, efficient, accurate, and...

Job Description Monday - Friday 8 AM – 6 PM, Saturday 9 AM – 1 PM  Location: This role will travel in Philadelphia County, PA within our Midtown, Northern Liberties, and Aramingo Branches. WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships. The incumbent will get to know their customers, understand, and educate them regarding their financial needs, and recommend the appropriate products and services through in-person interactions and outbound calling efforts. This role will be responsible for opening new accounts and submitting loan applications. The incumbent will comply with Bank policies and procedures, as well as regulatory banking requirements. Personal Bankers will resolve customer service issues and perform account maintenance requests for customers as needed, while also recommending and promoting the Bank’s digital banking services. Additionally, this role will assist Customers with...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Claim Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees...

Job Description NewLane Finance is a commercial equipment finance company serving small and mid-sized businesses nationwide. Our mantra is “business lending done right”. Our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are primarily offered to the business community through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is a Wilmington Savings Fund Bank (WSFS) subsidiary, a $24B financial organization. Job Summary : NewLane Finance is seeking a Data Reporting Analyst who will perform a wide variety of data gathering and analytics driven roles. This person will also use data analytics and reporting to help deepen management’s insights towards strengthening overall credit, account servicing and pricing...

Job Description NewLane Finance Company (“NewLane”) is a commercial equipment finance company, serving small and mid-size businesses nationwide. Our mantra is "Business Lending Done Right".  Our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to businesses primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane is a subsidiary of WSFS Bank, a $20+ billion financial organization. NewLane is seeking an experienced Late-Stage Collections Specialist with strong skills in, but not limited to, ability to achieve targeted delinquency goals, effective communication, problem solving, attentiveness, and personal time management.  The qualified candidate must possess an energetic, courteous, and professional...

An exciting opportunity exists to join the ProAssurance family of companies! Our mission is powerful and simple: We protect others. Choosing a place to apply your talents is an important decision for anyone. You have plenty of options. Why choose ProAssurance? At ProAssurance, we sell a pledge, and that pledge is delivered by our team members. We are seeking individuals who value integrity, leadership, relationships, and enthusiasm—and want to build their career with a great company where they can be their authentic self and feel valued, recognized, and rewarded for their contributions. ProAssurance specializes in healthcare professional liability, products liability for medical technology and life sciences, legal professional liability, and workers' compensation insurance. We are an industry-leading specialty insurer, with job opportunities in much of the contiguous United States. This position supports our workers' compensation line of business, Eastern...

About Legacy Planning Legacy Planning Partners, a HUB International company, is an independent financial planning services company with 3 locations in Southeastern, PA. Legacy Planning is growing and looking to hire a Financial Services Associate to join our Retirement Plan Services Team in the Blue Bell, PA location. Our mission is to make a significant impact in the lives of our clients, their families, and their communities through comprehensive and strategic financial planning.  ROLE OVERVIEW The Financial Services Associate for our Retirement Plan Services Team is designed for professionals with a few years of financial services experience, this role provides hands-on exposure to retirement plans, wealth management, and employee education, along with a clearly supported path to becoming a Wealth Management Advisor. The Financial Services Associate will play a critical role in client experience, advisor support, and business development while progressively...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Senior Asset Recovery Relationship Manager (ARRM) will assume the responsibility for the collections/restructuring and relationship management of problem CRE and C&I loans with exposure up to or over $10,000,000 (Level I: up to $1 million; II: up to $5 million; III: up to $10 million; IV: over $10 million ) within the real...

Job Description NewLane Finance (www.newlanefinance.com) is a commercial equipment finance company, serving small and mid-size business nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by a $24B financial organization. Position Summary: This is a senior-level sales position with a minimum requirement of five years of sales experience in equipment financing that will drive NewLane Finance’s sales efforts .  This is accomplished by developing and cultivating customers/prospects in accordance with our overall Sales Execution...

Company Description WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, WTW has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at  wtwco.com . Description The Associate Client Advocate (ACA) client-facing functions utilizing the colleague’s advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delivery activities. The ACA is responsible for supporting client relationships, strategy development, and execution at the insurance program level....

Argo Group International Holdings, Inc .  and American National, US based specialty P&C companies, (together known as BP&C, Inc.) are wholly owned subsidiaries of Brookfield Wealth Solutions, Ltd. (“BWS”), a New York and Toronto-listed public company. BWS is a leading wealth solutions provider, focused on securing the financial futures of individuals and institutions through a range of wealth protection and retirement services, and tailored capital solutions. Job Description Business Title(s):   Workers’ Compensation Claims Adjuster   Employment Type:   Regular   FLSA Status:   Exempt   or Non-Exempt   Location:   In-Office     Summary:    We are looking for a highly capable Workers’ Compensation Claims Adjuster to join our Claims team and work from either our Rockwood, PA or Omaha, NE offices. Alternatively, we can also fill this role in our offices in Richmond, VA or Springfield, MO....

At DUAL North America, our core values dictate how we live and work. We are a group with independence and people at its heart and we are a home for talent with a unique culture: the biggest small company in the world. The focus on being a People First business has always been at the very heart of the Group; Our vision was to create an independent business with a unique culture and one that would survive and thrive as a business controlled by the people working for it. And finding the most talented and entrepreneurial people to join the Group has been and will continue to be key. DUAL North America, Inc. is seeking a Associate Underwriter Energy Classification: Exempt/Full-Time Reports to: SVP, Head of Energy Production Travel: 0-10% Salary: $65,000.00-$75,000.00 Role overview DUAL North America is seeking an Associate Underwriter for the Energy division.   At DUAL, Associate Underwriters play a key supportive role through the risk underwriting...