26 associate client advocate jobs found

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Summary:   The Commercial Lines Account Coordinator provides administrative and service support for Commercial Lines accounts by coordinating complex policy servicing activities, supporting renewal and marketing efforts, and ensuring the accuracy of policy transactions and documentation. This role serves as a technical resource for the Commercial Lines team, and supports the delivery of exceptional client service.   Essential Duties and Functions: ·       Provide administrative and service support to Commercial Lines Account Managers and Producers in the day-to-day servicing of client accounts. ·       Maintain accurate client and policy information within agency management systems, document management systems, and carrier platforms, ensuring all records are current and complete. ·       Process policy transactions...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking an Assistant Broker to join our growing team in Tampa, FL!   Under general supervision from a Broker, Office Leader or other executive, individual’s primary duties are in the analysis of market research information and in the sale of renewal of business. Develops and utilizes creative strategies based on analysis to produce new and renewal business. This position does not drive for business.   How You Will Contribute:   Builds, expands, and solidifies relationships with clients at all levels within the company and leads appropriate resources to address the client’s needs, including risks and the identification and resolution of underwriting or policy issues. Analyzes market information to develop, design, and implement creative strategies for sales team members and customers....

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking an Assistant Broker to join our growing team in Tampa, FL!   Under general supervision from a Broker, Office Leader or other executive, individual’s primary duties are in the analysis of market research information and in the sale of renewal of business. Develops and utilizes creative strategies based on analysis to produce new and renewal business. This position does not drive for business.   How You Will Contribute:   Builds, expands, and solidifies relationships with clients at all levels within the company and leads appropriate resources to address the client’s needs, including risks and the identification and resolution of underwriting or policy issues. Analyzes market information to develop, design, and implement creative strategies for sales team members and customers....

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Position Description Primary Duties and Responsibilities (details of the basic job functions): Establish and grow mutually beneficial relationships with AAA Members to maximize their member experience and use of AAA benefits, leading to profitable sales, revenue growth and repeat Travel bookings. Achieve assigned travel, membership, and credit card sales goals. Sell cruises, tours, hotel accommodations, air travel, car rental, travel insurance, AAA credit cards, AAA memberships and related travel products and services. Prepare complex and/or large scale domestic and international travel packages.  Complete reservations and advise clients regarding documentation requirements.  Make necessary travel arrangements (i.e. reservations, collect money, and process documents).  Receive and champion customer concerns through to resolution. Enter company travel sales data into CRM system in...

Job Description: Employee Benefits Senior Account Manager/ Account Executive- Future Opportunities Work Mode:  Remote/ Hybrid Location:  May vary based on business need Book Focus:  Level-Funded/ Self-Funded/ Stop Loss Opportunity Areas:  Senior Account Manager/ Account Executive FUTURE OPPORTUNITY NOTICE This posting is part of our talent pipeline. While an immediate opening may not be available, we welcome applications from candidates interested in future opportunities with IOA. About These Opportunities We're always interested in connecting with experienced Employee Benefits professionals for future opportunities across our IOA Teams. Depending on your experience, interests, location, and business needs, opportunities may include Senior Account Manager and Account Executive positions. Potential Opportunities May Include Senior Account Manager Client Management: Manage book of business, meeting performance requirements and ensuring no liability....

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.       Hull  &  Company is seeking a C lient Account Manager/CSR to join our team in Orlando, FL     Reporting to the department leader, individual whose primary responsibility is to service customer accounts.         How You Will Contribute:       Set up New and Renewal client records   Bind New and Renewal policies   Issue policies as necessary    Follow up for missing file documentation (loss runs, applications, etc.)   Review applications   Issue, Invoice and Process endorsement, cancellations, reinstatements and non-renewals   Order loss control reports, follow up for compliance of recs   Compliance with Quality Control guidelines.   Other activities,...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.       Hull  &  Company is seeking a C lient Account Manager/CSR to join our team in Orlando, FL     Reporting to the department leader, individual whose primary responsibility is to service customer accounts.         How You Will Contribute:       Set up New and Renewal client records   Bind New and Renewal policies   Issue policies as necessary    Follow up for missing file documentation (loss runs, applications, etc.)   Review applications   Issue, Invoice and Process endorsement, cancellations, reinstatements and non-renewals   Order loss control reports, follow up for compliance of recs   Compliance with Quality Control guidelines.   Other activities,...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. MPAXX is looking for a Billing Specialist to join our growing team. IMPAXX is a Medicare compliance company supporting the Property/Casualty industry, with a focus on workers’ compensation and liability claim settlements involving bodily injury. We provide nationwide settlement and compliance solutions designed to help clients resolve claims more efficiently, maintain compliance, and manage settlement costs. Core services include Medicare Set-Aside arrangements, MSA administration, lien resolution, structured settlements, and Mandatory Insurer Reporting. The Billing Specialist prepares and processes customer invoices for completed services, reviews billing information for accuracy, maintains supporting documentation, resolves billing discrepancies, and assists with related accounting and clerical functions. The position has no direct...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Braishfield Associates, a division of Hull & Company, LLC is seeking a Customer Service Specialist to join our team in Orlando, FL.  The primary responsibility of this role is to service customer accounts. How You Will Contribute: Set up New and Renewal client records Review applications Bind New and Renewal policies Issue policies as necessary Follow up for missing file documentation (loss runs, applications, etc.) Issue, Invoice and Process endorsements, cancellations, reinstatements and non-renewals; or other policy servicing tasks Order loss control reports, follow up for compliance of recs Compliance with Quality Control guidelines Other activities, duties, projects or tasks as assigned Licenses and Certifications: 2-20 license (within 90 days of employment) Skills &...

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 Accounting Associate to join our growing team in Daytona Beach, FL . The Direct Bill Analyst is responsible for managing and processing direct billing transactions between the company and its clients or vendors. This includes generating accurate invoices, monitoring payment schedules, and ensuring timely and accurate payments for services rendered. The role involves analyzing billing data, resolving discrepancies, and maintaining detailed records of all direct bill accounts. How You Will Contribute Collect, transact, reconcile and record insurance carrier commissions statements and payments. Analyze, identify and record unearned commissions. Review, research and resolve commissions not transacted and sitting in open activities. Leverage software automation for process efficiencies....

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. This is an excellent entry-level insurance opportunity for someone who is ambitious and looking to begin a career with a large insurance organization! This position provides support to Commercial Lines Account Managers and Producers in maintaining and servicing assigned accounts. The next role on this career path is Commercial Lines Account Manager. Essential duties and functions include the following: Enter data and process daily download Validate renewal policies, endorsements, and cancellations Process telephone, fax or written requests for assigned accounts Prepare and process evidence of insurance and issue binders as necessary Sort all incoming mail for the department Mail monthly FRQs and consumer letters Assist Account Managers with select clients from book of business Perform other duties as assigned...

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 Insurance Support Specialist to join our growing team in Tallahassee, FL . This is a great opportunity for someone early in their career who is looking to build a future in the insurance and financial services industry. In this role, you'll work alongside experienced insurance professionals, helping support the placement of commercial insurance programs while developing valuable skills in client service, data analysis, insurance operations, and carrier relations. We are looking for someone who is organized, detail-oriented, eager to learn, and excited to grow with a team that values collaboration and career development. What You'll Do Support the placement team with new and renewal insurance business Prepare client proposals and presentation materials Gather and organize information needed for...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Job Description This is a relationship driven sales role with long-term income potential through commission.  We know building a client base takes time, which is why we offer ramp-up earnings support during your first months as you grow your pipeline and book of business    If you enjoy helping people, building relationships, and earning more through performance, we’ll provide the training, tools, and support to help you succeed    Success in this role comes from:  Consistent outreach   Proactive engagement with prospective clients  Strong follow-up  Community networking  Building trust with clients    Location Details:     Pensacola, Tallahassee, Jacksonville, Fleming Island, Ponte Vedra, St. Augustine, Heathrow, Daytona Beach, Lady Lake, Wildwood, Leesburg, Ocala, and Gainesville.   Position...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   $1,500 to $3,000 Signing Bonus    (Amount is dependent on experience.  To qualify for the Signing Bonus, applicants must be new to the Auto Club Group)    Location Details:    Gainesville, FL   Position Schedule / Shift:    Monday - Friday 8:30 am – 5:30 pm    Position Summary    Drive revenue growth and deepen AAA member engagement by developing new business, retaining existing clients, and promoting a broad portfolio of travel, membership, and financial products. This role delivers exceptional customer experiences through consultative sales, relationship management, and end-to-end travel planning for complex domestic and international itineraries. Success requires meeting sales goals, leveraging referral and lead-generation systems, and utilizing digital tools to build a strong, repeat client base....

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Job Description Brown & Brown is seeking a Sales Associate for our team in Fort Lauderdale, Florida!     The Sales Associate will support our sales efforts by assisting a senior sales staff member, engaging with clients, managing administrative tasks, and contributing to the overall growth of our business. The ideal candidate is an excellent communicator, organized, and passionate about delivering exceptional customer experiences.     How You Will Contribute:  Collaborate with senior sales professionals to help achieve sales targets, develop client relationships, and enhance the overall sales process.  Communicate with clients via phone, email, and in-person meetings to understand their needs, provide information about products/services, and address any inquiries or concerns.  Assist with...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking a Senior Associate Broker – Property to join our growing team in Boynton Beach, FL! The Senior Associate Broker – Property works directly with an established Broker. Under general supervision from a Broker, Office Leader or other executive, individual’s primary duties are in the analysis of market research information and in the sale of renewal of business. Develops and utilizes creative strategies based on analysis to produce renewal business. This position does not drive for business. How You Will Contribute: Builds, expands, and solidifies relationships with clients at all levels within the company and leads appropriate resources to address the client’s needs, including risks and the identification and resolution of underwriting or policy issues. Analyzes market information to...

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   Account Executive   to join our growing team in   Doral, FL! The Account Executive builds, strengthens, and expands client relationships while serving as a strategic partner across all levels of the organization. This role leads internal resources to address client needs, including risk identification and the resolution of underwriting, policy, accounting, and claims issues, ensuring clients receive comprehensive and responsive service. How You Will Contribute: Accurately review and monitor various documents such as certificates of insurance, Auto ID cards, binders, audits, endorsements, renewal information request forms, insurance specifications, proposals, contract reviews, etc. May be involved in preparation of such documents for complex risks. Ensures documents reflect policy coverages...

Position Summary The Accounts Receivable Employer Advocate serves as the subject matter expert and advisor for all Accounts Receivable processes, driving efficiency, accuracy, and compliance across internal operations and external client partnerships. This role leads process improvement initiatives, supports complex reconciliation and remittance issues, and ensures adherence to government, client, and company guidelines. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Serves as the department expert on end-to-end Accounts Receivable workflows from employer submission through internal processing, reconciliation, and financial reporting. Works collaboratively with internal teams and external client employers to establish, communicate, and implement best practices for Accounts Receivable Leads the evaluation, design, and...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Braishfield Associates, a division of Hull & Company, LLC is seeking a Customer Service Specialist to join our team in Orlando, FL.  The primary responsibility of this role is to service customer accounts. How You Will Contribute: Set up New and Renewal client records Review applications Bind New and Renewal policies Issue policies as necessary Follow up for missing file documentation (loss runs, applications, etc.) Issue, Invoice and Process endorsements, cancellations, reinstatements and non-renewals; or other policy servicing tasks Order loss control reports, follow up for compliance of recs Compliance with Quality Control guidelines Other activities, duties, projects or tasks as assigned Licenses and Certifications: 2-20 license (within 90 days of employment) Skills &...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking a Senior Associate Broker – Property to join our growing team in Boynton Beach, FL! The Senior Associate Broker – Property works directly with an established Broker. Under general supervision from a Broker, Office Leader or other executive, individual’s primary duties are in the analysis of market research information and in the sale of renewal of business. Develops and utilizes creative strategies based on analysis to produce renewal business. This position does not drive for business. How You Will Contribute: Builds, expands, and solidifies relationships with clients at all levels within the company and leads appropriate resources to address the client’s needs, including risks and the identification and resolution of underwriting or policy issues. Analyzes market information to...