38 assistant client manager jobs found

Responsibilities Build, maintain, and grow a book of business Manage agency relationships and serve as lead client contact Create and execute marketing plan 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 and submit underwriting referrals to company brokerage facilities and Burns & Wilcox management   Monitor key metrics to formulate corrective action impacting new business hit, renewal retention, premium growth, and loss ratio Lead, train, and develop Assistant and Associate Underwriters Qualifications Bachelor’s degree or equivalent combination of education and experience   Minimum 3 years of commercial lines underwriting or brokerage experience required, excess & surplus experience preferred Demonstrated proficiency in sales and marketing...

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 is seeking an Employee Benefits Service and Operations Leader to join our growing team in Minneapolis, MN ! In this role, you will be responsible for overseeing Employee Benefits service operations success. Objectives of this position are to improve overall client service, quality, retention, and related operational efficiencies while supporting business growth, enhancing the teammate experience, and is accelerating strategic initiatives as a key stakeholder. This role serves as a key business partner in thought leadership, execution and management support. The leader will provide guidance and solutions for profit center leadership, service teams and teammates, sales leadership, carrier relationships, and more. How You Will Contribute:   Lead communications and related training efforts with identified...

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...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Sr Disability Representative Our teams connect! We collaborate onsite and have a hybrid work arrangement. All candidates must live near one of our centers of excellence: Eden Prairie, MN : 11000 Prairie Lakes Drive Eden Prairie, MN 55344  PRIMARY PURPOSE : To provide disability case management and claim determinations based on complex medical documentation and the applicable disability plan interpretation including determining benefits due and making timely...

Great opportunity to join our Employee Benefits team! Are you a bright, outgoing, people-oriented person? If so, this is the career for you. At HUB, we value education and continuous learning and are excited to assist you along your career development path. As an Employee Benefits Account Manager , you will provide support to the Strategic Account Executive. You will build relationships with internal and external customers while providing guidance and assistance. You will have continuous learning and development opportunities to work towards your career goals. What makes us different than all the rest? Our Vision:  To be everywhere risk exists – today and tomorrow. Helping protect what matters most. Our Mission:  To protect and support the aspirations of individuals, families and businesses. To empower our employees to learn, grow and make a difference in their communities. Our Core Values: Entrepreneurship:  We encourage innovation and educated...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Benefits Liaison PRIMARY PURPOSE : To coordinate activities of absence programs for specific client; to assist/support Benefits Program Manager; to implement customer surveys; to assist in client training and benefits fairs; and to prepare reports for program administration. ESSENTIAL FUNCTIONS and RESPONSIBILITIES Serves as liaison between Company and client human resources (HR) and employees in management of the absence programs. Communicates with client,...

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  Client Advocate  (Large and Complex Segment) role is a senior client-facing role responsible for directly supporting the Construction Commercial Property and Casualty insurance client relationship management efforts, leading placement and broking functions, and coordinating all service activity at the program level. As a vital...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Leave of Absence Coordinator Leave of Absence Coordinator Our teams thrive together! We collaborate onsite and embrace a flexible hybrid work arrangement. All candidates must live near our Center of Excellence in Eden Prairie, MN: 📍 11000 Prairie Lakes Dr, Eden Prairie, MN 55344 ✨ What we offer: A stable, consistent work environment —both in-office and virtual $19.31 per hour A comprehensive training program to help you support employees and...

Description Summary: HFA Service Specialists II provides client relationship building partnerships with Advisor(s) and is responsible for the day-to-day activities and interaction between the client and Huntington, in terms of the establishment, documentation and maintenance of the relationship.  ​ Duties and Responsibilities: Day to day activities and interaction between the client and Huntington in terms of establishment, documentation, maintenance and servicing of the relationship, including the Digital Experience. ​ Services customers by providing detailed information on specific accounts and building rapport.  Responsible for identifying, researching, analyzing and resolving complex problems with accounts. ​ Works directly with the client and/or relationship manager to obtain financial information or other documentation needed for new accounts, loans and servicing requests. ​ Responsible for...

Job Description Commercial Lines Account Manager Are you a dynamic, results-oriented professional seeking a challenging and rewarding career? If so, this role may be the perfect fit for you! At HUB, we value education, innovation, and continuous learning, and we’re excited to support you on your career journey. As an  Account Manager, you will be the main contact for our clients. You will build relationships with your team and clients while assisting them with customer service and ensuring their needs are met. You will have continuous learning and development opportunities to work towards your career goals. Your job responsibilities as an Account Manager: Provide exceptional service with accuracy in processing renewals, endorsements, policies, and audits by agency required timelines. Ensures timely processing of invoices and client requests. Work with client/team on gathering marketing data, preserving quotes, client/carrier correspondence and...

With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. Position Summary: This position reports to the Premium Audit Operations Manager, and performs and coordinates the processing of medium to complex premium audits with minimal supervision. Produces the audit statement of earned premium based on completed field audits received from staff premium auditors and vendors. Transacts premium audit processing steps including review, entry, processing, invoicing and billing. Also collaborates with external audit vendors, staff auditors and both regional and corporate team resources to ensure that all service level commitments are met. Responsibilities and Accountabilities: Perform quality review of multi-state Workers Compensation,...

With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. Arch Insurance Group, part of Arch Capital Ltd, is a specialty insurer built around talent intensive businesses. We prioritize niche focus, underwriting expertise, flexibility, diversification and disciplined cycle management. We work creatively to provide new value and solutions to our clients and distribution partners. Arch highly values actuaries and actuarial expertise. Many senior executives and business unit leaders are actuaries by training. Arch Insurance Company is seeking a motivated actuarial candidate to join a dynamic Reserving & Loss Analytics team. This leadership role will assist with reserving, loss analytics, and results management for the recently acquired...

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 is seeking an Employee Benefits Account Manager to join our growing team in Mankato, MN . The Employee Benefits Account Manager will provide customer service and work with the insurance producers from the application process through open enrollment. Alert management of any E&O situation that occurs and maintain and update customers files for consistency and in accordance with agency standards. Knowledge of basic insurance products and pricing tools are essential. This position will be supervised by the Benefits Manager. How You Will Contribute: Participate in client meetings/sales calls with brokers, employee enrollment meetings and all departmental service meetings. Responsible for the servicing of selected Group Agency Accounts. Functions include but are not limited to reconciliation of claim...

Step into a dynamic, client-focused role at HomeServices Insurance (HSI) —a trusted name under the HomeServices of America family—where your expertise in personal and commercial insurance becomes a powerful asset in protecting what matters most. As a key player on our high-performing team, you’ll assess client risk, deliver customized coverage solutions, and drive results through proactive sales, relationship-building, and strategic insurance placement. HSI offers a highly competitive incentive plan directly tied to new business production—with unlimited earning potential—empowering you to take control of your success while growing your career within one of the nation’s most respected real estate networks. Job Duties and Responsibilities (Essential Job Functions)       Market and sell personal lines insurance policies. Proactively contact all leads to recommend appropriate insurance, quote and place coverage. Identify and assess client risk exposures. (65‑75%)...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Claims Examiner - Workers' Compensation Are you looking for an opportunity to join a global industry leader where you can bring your big ideas to help solve problems for some of the world’s best brands?   Apply your workers compensation examiner knowledge and experience to adjudicate complex customer claims in the context of an energetic culture.  Deliver innovative customer-facing solutions to clients who represent virtually every industry and comprise some of the...

The Account Manager is responsible for interacting with customers on an executive level and acting as an extension of the client; understanding and communicating agreed upon expectations to field offices and increasing the market share of business by providing service that meets and exceeds customer expectations, stewardship reporting, commitment to customer goals, and introducing/selling/implementing additional services. This is a remote position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Provide consultative customer services for one or more new or established accounts Introduce new services independently or with assistance as needed Handle local or regional accounts Manage accounts with revenue in one region and a minimum revenue amount of $1m per account with a combined revenue for all accounts of over $3m. Revenue growth with existing accounts Accounts Receivable - Responsible for all aspects of collections in conjunction with the respective operations...

The Associate Client Advocate  is the backbone of our account management teams, ensuring seamless service delivery and exceeding client expectations. This role involves both client-facing responsibilities and internal collaboration to support account leaders throughout the insurance issuance and renewal lifecycle.   Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.   The Role Coordinate and manage all aspects of client service delivery, ensuring a high level of responsiveness and accuracy. Handle all day-to-day service delivery activities, including policy reviews, endorsements, audits, invoicing, Certificates of Insurance (COI), and Auto ID processing and Surplus Lines. Oversee invoicing processes, including fee/compensation agreements and billing allocations. Manage accounts receivable, aged receivables, and collections, resolving any client, carrier, or vendor accounting...

Purpose of Job Plays a critical role in safeguarding agency retention by proactively managing policy expirations and renewals. Monitors expiration reports, identifies policies at risk of non-renewal, and collaborates with account managers to ensure timely renewals. Works closely with client service teams to resolve premium payment issues and communicates with producers regarding first-year policies at risk of cancellation. Job Duties and Responsibilities (Essential Job Functions) Common job activities are listed below; actual position responsibilities may vary. Refer to your manager or human resources for specific duties and performance expectations. Expiration Management & Renewal Facilitation ( 50 - 60 %) Monitor and analyze expiration reports to identify policies at risk of non-renewal. Partner with account managers to prioritize and facilitate timely renewals. Update Applied Epic to reflect accurate policy status upon expiration, renewal, or...

To provide day-to-day service and support to specifically assigned new and existing VIP clients of the Agencies business such that objectives for profitability and growth are met. Job Duties and Responsibilities (Essential Job Functions)   1. Support sales programs and long-term objectives to enhance business strategy and achieve goals relative to profitability, cost control and organizational effectiveness. (30-40%) Support Sales team for new business. Research and answer calls and emails from clients, producers, carriers and third parties. Advise clients regarding insurance coverage and risk management issues. Process policy changes, renewals, and cancellations. Handle claims and billing inquiries. Foster and maintain good working relationships with Agency Producers and insurance company underwriters. 2. Perform annual account reviews for each assigned client (30-40%) 3. Work with existing clients to round accounts by identifying additional needs,...

Provides administrative support for the department/office. Assists with special projects as needed and provides backup to other office staff in their absence. May serve as liaison between perspective client, real estate agents, vendors, or other departments. May provide work direction to other clerical staff.  Job Duties and Responsibilities (Essential Job Functions) Common job activities are listed below; actual position responsibilities may vary.  Refer to your manager or human resources for specific duties and performance expectations. Answer phone, schedule appointments, provide information, greet customers, orient clients to office/department services and personnel, and respond to information requests. Enter data, maintain and monitor data files, create files and documents, produce reports, process and verify paperwork, prepare billings, process invoices, proof documents, prepare mailings, prepare packets and handle correspondence, may provide recordkeeping...