76 assistant client manager jobs found

Company: Marsh McLennan Agency Description: Graham Company, a division of Marsh & McLennan Agency, is an insurance brokerage and consulting firm   committed to creating a healthy, safe, and prosperous tomorrow. We value   empathy, discipline, integrity, courage, and tenacity   - and we are seeking an experienced Sales Professional who shares these values to join our team. The Sales Executive's primary responsibility is to find, engage and develop relationships with prospective clients and retain quality customers for the Graham division of Marsh & McLennan Agency. In addition, Sales Executives work closely with Account Managers, Consultants, and the service team on the renewal of existing accounts. JOB FUNCTIONS & RESPONSIBILITIES: Develop Quality Accounts: A Sales Executive identifies and engages with prospective clients that align with Graham's client profile and revenue criteria. Sales Executives are responsible for producing minimum annual...

Job Description Discover a Career That Empowers You — Join HUB International! At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people. Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team. As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices...

This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 4 days per week at our Philadelphia, PA office location. The Assistant Account Manager supports the account management team in managing client accounts and ensuring exceptional service delivery. This role involves assisting in client communications, coordinating project timelines, and gathering data to help develop account strategies. The Assistant Account Manager plays a crucial role in maintaining client satisfaction and contributing to the overall success of the account management function. Your Impact Assist in managing client accounts and maintaining strong relationships. Support the Account Manager in developing and implementing account strategies. Coordinate communication between clients and internal teams to ensure timely project execution. Gather and analyze data related to client accounts, providing insights for account planning. Help prepare reports,...

The Account Manager will serve as a trusted advisor to small business clients, providing consultative guidance and best in class service. The role will require working directly with our specialty practices as well as producers in a high-volume environment. The role will serve as a mentor to Assistant Account Managers. Your Impact Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations Leveraging commercial P&C insurance knowledge and expertise to actively service existing accounts and develop new business opportunities for a high volume, fast-paced book of business, consisting of small, commercial clients Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS accordingly Participating in the retention of renewal business. Interacting with producers to prepare...

Grow With Us!  At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Associate Account Manager to join our team. This position will report to our agency located in King of Prussia, PA. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is an in-office position.   Responsibilities: Review requests for certificates and issue the COI on the same day as requested If the certificate requires additional forms (NOC, specific A/I, etc.) Endorse the policy in AMS and attach your request to the underwriter Set a Suspense activity to follow up in 3 days If an insured does not comply with the insurance requirements Issue the COI with the current coverages and advise the insured and the Account...

About Acrisure: A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary:  Our Personal Lines Account Managers are responsible for maintaining and growing relationships with our clients, ensuring their insurance needs are met, and providing outstanding service. The ideal candidate will have a proven background in insurance, excellent...

Exec Consultant Risk Eng - KR07HE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              This role will conduct Property Risk Assessment surveys and service at complex applicant and written business to determine overall risk. In addition, a unique opportunity exists to train and mentor field staff, as well as serve as a technical property resource for Risk Engineering and Underwriting. The position will report into the Managing Director - Property, Risk Engineering Organization. It will have accountability specific to the deployment of Underwriting and Risk Engineering practices for the Property Line of Business, with support to the Marine and International MultiNational Lines of Businesses where applicable. This position will...

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 hybrid role. Candidates must live in and have the ability to travel in the following states: Pennsylvania, Ohio, Michigan, Maryland. 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...

Company: NERA Description: Since 1961, NERA (https://www.nera.com) has provided unparalleled guidance on the most important market, legal, and regulatory questions of the day. Our work has shaped industries and policy around the world. Our field-leading experts and deep experience allow us to provide rigorous analysis, reliable expert testimony, and data-powered policy recommendations for the world’s leading law firms and corporations as well as regulators and governments. Our experience, integrity, and economic ingenuity mean clients can depend on us in the face of their biggest economic and financial challenges. Overview The Events Coordinator is a key member of NERA’s Events Team within the firm’s Business Development and Marketing function. This role is responsible for supporting the planning and seamless execution of a broad range of events—including internal meetings, client-facing engagements, and virtual, in-house, and offsite events—to support business...

Company: Marsh McLennan Agency Description: Graham Company, a division of Marsh McLennan Agency, is an insurance brokerage and consulting firm committed to creating a healthy, safe, and prosperous tomorrow. We value empathy, discipline, integrity, courage, and tenacity - and we are seeking professionals who share these values to join our team. JOB FUNCTIONS & RESPONSIBILITIES: Renewal process cycle: Assembles schedules, exhibits and narrative documents; prepares pre-renewal presentations, assembles binders, drafts letters within varying client renewal dates. Issues Certificates of Insurance (COI) and Automobile Insurance Identification cards within designated systems; this may include reviewing/updating endorsements, contracts and other documents with Account Manager. Coordinates with part-time Cert Processors for COI coverage (if applicable). Maintains and organizes all stored documents in designated electronic system and updates all...

Company: Mercer Description: We are seeking a talented individual to join our Government Human Services Consulting team at Mercer. Mercer’s Government Human Services Consulting (GHSC) practice has touched more than 60 million lives since our inception in 1985, working with state Medicaid agencies to transform Medicaid programs to better serve our most vulnerable communities. Our nearly 500 specialists provide comprehensive services including actuarial and financial, clinical and behavioral health, pharmacy, policy, and more. Government Healthcare Actuarial Manager We will count on you to: Lead routine client engagements, managing overall service delivery and strategy, financial evaluations, plan design, and more Draft and review client reports and presentations to summarize findings and implications, and recommend strategies and solutions to the client Perform and review complex analyses and cost projects by using or modifying existing tools and...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Identifies, solicits, and arranges appropriate insurance coverage for clients by utilizing accessible markets. Serves as in intermediary between the Agent and the Insurance Company for business renewal and growth. Drives new and renewal business to ensure brokerage team is meeting or exceeding production goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Identifies, solicits, and arranges appropriate insurance coverage for clients by utilizing accessible markets. Serves as in intermediary between the Agent and the Insurance Company for business renewal and growth. Drives new and renewal business to ensure brokerage team is meeting or exceeding production goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential...

Are you looking to make an impactful difference in your work, yourself, and your community? Why settle for just a job when you can land a career? At ICW Group, we are hiring team members who are ready to use their skills, curiosity, and drive to be part of our  journey as we strive to transform the insurance  carrier space. We're proud to be in business for over 50 years, and its change agents like yourself that will help us continue to deliver our mission to create the best insurance experience possible. Headquartered in San Diego with regional offices located throughout the United States, ICW Group has been named for ten consecutive years as a Top 50 performing P&C organization offering the stability of a large, profitable and growing company combined with a focus on all things people. It's our team members who make us an employer of choice and the vibrant company we are today. We strive to make both our  internal and external communities better everyday! Learn more...

  Explore this exciting opportunity with one of the leaders in the defined benefit outsourcing business! In your role as a Pension Outsourcing Benefits Senior Associate - Project Manager/Administration Consultant  in our Pension Outsourcing team, you will perform a wide variety of defined benefit plan administration services for clients, contribute to and lead special projects, and provide ad hoc client support services. You will serve as the project manager for special projects, contributing to client management, while also mentoring junior colleagues. Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role As a Project Manager/Administration Consultant, you will be making a valuable difference every day to our high-profile client organizations. As a Project Manager/Administration Consultant you will: Serve as  primary client contact for out-of-scope work...

  We are looking to expand our Retirement Risk Management EPL team across the US. We are specifically seeking an experienced project manager to lead and oversee pension plan settlement projects. The project manager will coordinate cross-functional teams, manage timelines, mitigate risks and ensure compliance with regulatory requirements while delivering high-quality outcomes for clients. The Role Full-time position with primary focus on project managing a variety of settlement projects Serve as execution project lead on 2-4 mid- to large sized settlement implementations Lead the end-to-end management of pension settlement projects including planning, execution, monitoring and delivery Oversee project implementations ensuring compliance with ERISA, IRS and PBGC regulations Develop detailed project plans, timelines and status reporting for internal stakeholders and clients Coordinate with local teams, legal counsel, recordkeepers and client representatives to ensure...

The Role We are seeking an organized and detail-oriented Retirement Plan Compliance Analyst to join our team. As a compliance analyst you will play a crucial role in supporting our attorneys by performing a variety of tasks, which will include drafting/amending pension (defined benefit and defined contribution) plan documents, summary plan descriptions, summaries of material modifications and other plan related documents (e.g., policies, procedures) as well as participant communications (e.g., QDIA notices).  DUTIES AND RESPONSIBILITIES Plan Drafting: Draft/amend customized comprehensive defined benefit and defined contribution plan documents, summary plan descriptions, summaries of material modifications and other plan related documents and participant communications. Stay current on latest documentation technique and best practices to ensure use of cutting-edge tools and language. Compliance: Ensure all plan documents comply with ERISA regulations and other...

  We are looking to expand our Retirement Risk Management EPL team across the US. We are specifically seeking an experienced project manager to lead and oversee pension plan settlement projects. The project manager will coordinate cross-functional teams, manage timelines, and ensure compliance with regulatory requirements while delivering high-quality outcomes for clients. The Role Full-time position with primary focus on project managing a variety of settlement projects Serve as execution project lead on 3-5 micro to mid-sized settlement implementations Lead the end-to-end management of pension settlement projects including planning, execution, monitoring and delivery Oversee project implementations ensuring compliance with ERISA, IRS and PBGC regulations Develop detailed project plans, timelines and status reporting for internal stakeholders and clients Coordinate with local teams, legal counsel, recordkeepers and client representatives to ensure seamless execution...

Discover a Career That Empowers You — Join HUB International! At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people. Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team. As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring...

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 Business Banking Relationship Manager will manage and grow relationships with small-to-medium-sized businesses with up to $10 million in annual revenues, delivering customized financial solutions with total credit exposure of up to $3 million. This position plays a key role in driving business growth by providing expert financial advice...