8 client advocate jobs found

Guardian is seeking a  Senior Salesforce Technology Lead  to drive the design, build, and delivery of a next-generation Salesforce CRM platform leveraging  Salesforce Financial Services Cloud (FSC) . This role will play a critical part in  modernizing and transforming our legacy CRM ecosystem , leading the migration to FSC while enabling scalable, secure, and business-aligned solutions.  This is a  hands-on leadership role  requiring deep Salesforce expertise, strong architectural acumen, and the ability to lead cross-functional teams and vendor partners to deliver end-to-end solutions.  You Will  Lead the  end-to-end transformation  from legacy CRM to  Salesforce Financial Services Cloud , including architecture, design, and implementation  Define and implement  scalable Salesforce architectures , leveraging best practices across Sales Cloud, Service Cloud, and FSC  Partner with business stakeholders to  understand requirements , prioritize initiatives, and...

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 Assistant  for our team in  Marlton, NJ! The Insurance Assistant supports the service team in delivering exceptional client service by providing technical and administrative assistance across daily operations. This role handles policy processing, billing, certificates, and compliance tasks while assisting with renewals and documentation. The Technical Assistant builds strong relationships with teammates, carriers, and vendors to enhance client retention, ensures accuracy and adherence to agency guidelines, and contributes to a collaborative, positive team environment.   How You Will Contribute:   Responsible for the day-to-day administrative tasks including but not limited to policy checking, customer billing, and processing policies/endorsements, invoicing, issuance of...

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 Executive to join our growing team in Roseland, NJ . The Employee Benefits Account Executive serves as a key liaison for both large and small client groups, ensuring exceptional service delivery and client satisfaction in alignment with B&B’s service standards. Collaborate closely with the Team Leader and Benefits Department to support service initiatives, implement product enhancements, and strengthen both internal and external relationships. The role also involves identifying market opportunities, supporting business development efforts, and contributing to proposal creation and client retention strategies. How You Will Contribute: Independently serve as a key liaison for both large Manage and grow an existing book of business by developing strategic plans for...

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 a Commercial Insurance Sales Producer for its team in Marlton, NJ !     The primary responsibilities of the Commercial Insurance Sales Producer are to sell and renew insurance to businesses in this community and region. Our team environment will provide you with a wealth of resources to help you reach your full potential. New sales are the focus of the position and cross sales of existing clients is also encouraged. As a full service agency, we can bring Personal Insurance, Commercial Insurance and Employee Benefits products to our customers. You will report directly to our Sales Manager.     How You Will Contribute:     Prospect, develop, propose, and bind new business Actively pursue new customer prospects through telemarketing, networking, and personal...

Overview AmTrust Financial Services, a  fast growing  commercial insurance company, has a need for a Complex Care Case Manager, RN for Workers Compensation managed care team.     PRIMARY PURPOSE :   The  complex care case manager will provide comprehensive and quality telephonic case management for our injured employees with complex diagnoses and often catastrophic injuries. Our nurses will  be responsible for  proactively applying clinical  expertise  ensuring our injured employees receive medically  appropriate healthcare  to achieve a safe return to work or best  optimal  level of function through engagement with the injured employee,  provider  and employer. Our nurses will be empathetic informative medical resources for our injured employees, and they will partner with our adjusters to develop a personalized  holistic approach  for each claim.  These responsibilities may include  utilization  review, pharmacy oversight...

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 ­­­­­Account Manager to join our team. This position will report to our agency located in Howell, NJ. 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: Serve as the primary liaison between healthcare clients and internal teams Build and maintain long-term, trusted relationships with key stakeholders Conduct regular account reviews to assess performance, needs, and opportunities Develop and execute account plans to meet client objectives and company revenue goals Identify upselling and cross-selling opportunities while maintaining compliance with healthcare regulations...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Winston Benefits, a Brown & Brown company, is seeking a Benefits Specialist to join our call center team!    A Benefit Specialist is responsible for the day-to-day servicing of clients. WHAT YOU’LL DO: Be knowledgeable of all products and services offered by Winston. Be knowledgeable of all workflow processes. Respond to all inbound service calls and voicemail messages from customers, according to Call Center Research and resolve complaints to ensure customer retention and satisfaction. Communicate with carriers on behalf of members to obtain and update necessary information. Mail voluntary insurance product brochures, applications, service request forms and claim forms as Respond to inquiries from Benefit Consultants/Enrollers. Keep Account Manager and Customer Service Manager informed of any...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Winston Benefits, a Brown & Brown company, is seeking a Client Account Representative to join our team! The Client Account Representative will partner closely with Winston Benefits Clients to manage their accounts.  This position will address any client concerns through regular communication and excellent customer service.  This position will assist with Client open enrollments and maintain the Clients account throughout the year.  We will rely on this position to listen to our clients and use deductive reasoning skills, technical expertise, creativity and passion for helping to meet their needs. WHAT YOU’LL DO: Responsible for addressing Client Facing Issues on Issue Tracker.  Data Integrity ongoing review.  Call center Issues resolution.  Responding to Client emails.   Manual corrections to enrollment...