27 client experience representative jobs found

The Claims Consultant serves as a trusted advocate for brokerage clients throughout the insurance claims lifecycle. Acting as the primary claims advisor, this role partners with clients, insurers, third‑party administrators (TPAs), and internal brokerage teams to deliver proactive claims management, improve outcomes, and ensure claims are handled fairly, efficiently, and in alignment with coverage terms and client objectives. Your Impact Act as the primary claims liaison for assigned clients across multiple lines of coverage (e.g., casualty, property, workers’ compensation, professional liability). Provide strategic guidance on claim reporting, claim development, settlement strategy, and resolution. Advocate for clients in complex, high‑severity, or disputed claims to achieve optimal outcomes. Ensure insurers, TPAs, and defense counsel adhere to best practices, service standards, and policy obligations. Analyze claim trends, loss drivers, and reserve adequacy; prepare...

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 Small Group Account Manager to join our growing team in Portland, OR . The Employee Benefits Account Manager responsibility is to provide exceptional service to our customers by establishing realistic customer expectations, seeking customer input, and meeting service commitments in a professional and punctual manner. Account Managers are the main point of contact for customers regarding open enrollment, marketing, and the renewal process. Account Managers are given autonomy to make recommendations to customers and exercise independent and discretionary judgement daily. How You Will Contribute: Responsible for renewal process from start to finish including but not limited to pre-renewal analysis, renewal analysis, and renewal administration Lead open enrollment process...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Senior Account Manager will   demonstrate   the ability to handle   specialized and most complex   books of business   and   insurance service tasks. Will   demonstrate   leadership skills and serve as an expert resource and/or role model for less-experienced co-workers. Effective personal interactions are necessary to contribute positively to the team.   While...

The Customer Service Representative (CSR) provides exceptional service to insureds, carriers, and partners by responding to inquiries and resolving issues related to coverage, claims, billing, and account information. The CSR handles both inbound and outbound customer interactions to ensure needs are met accurately, efficiently, and with empathy. This role contributes directly to customer satisfaction, retention, and the overall success of the Affinity Customer Service team. Collaboration, teamwork, and strong communication within the team are key to success.  Your Impact:   Respond to inbound calls, emails, and other inquiries from customers and carriers in a professional, courteous, and timely manner.  Place outbound calls as needed to follow up on customer inquiries, resolve outstanding issues, or provide updates.  Maintain accurate and complete customer service notes and documentation in the CRM system.  Process client requests, policy changes, and updates...

The  National Practice Account Manager will play a strategic and highly visible role within our national Veterinary Insurance Program. This individual is responsible for driving new business production and managing key relationships with large, private equity-backed veterinary practice groups that operate across the United States. This role focuses heavily on professional liability while also encompassing all lines of property and casualty coverage needed by multi-location veterinary practices. The National Practice Account Manager will serve as a trusted advisor to executive leadership teams, practice owners, and risk managers delivering customized insurance and risk management solutions that align with the evolving needs of this growing segment.   Your Impact: Identify, target, and secure new national veterinary practice accounts through direct prospecting, industry networking, and partnership development.   Lead presentations, proposals, and RFP responses 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 an Employee Benefits Account Manager to join our growing team in Portland, OR! The primary responsibility of an Account Manager is to provide exceptional service to our customers by establishing realistic customer expectations, seeking customer input, and meeting service commitments in a professional and punctual manner. Account Managers are the main point of contact for customers regarding open enrollment, marketing, and the renewal process. Account Managers are given autonomy to make recommendations to customers and exercise independent and discretionary judgement daily. How You Will Contribute:   Responsible for renewal process from start to finish including but not limited to: pre-renewal analysis, renewal analysis, and renewal administration Lead open enrollment process including but not...

The sales professional in this role is responsible for promoting and selling assigned Pearl Insurance coverage(s) to potential clients over the phone and through email, mail, and fax. Handles servicing clients during their first year of policy coverage with Pearl. Your Impact: Prioritize sales leads from various sources, such as the Monthly Sales Funnel, Daily Activity Report, and leads from websites, database management, etc. Conduct a high volume of customer contact via the phone, email, mail, and fax to promote and sell assigned coverage(s). Utilize marketing campaigns, advertising, and other marketing methods to meet monthly and annual sales goals in a defined territory. Present the quote or estimate to the potential client; close the sale; attempt to gain market intelligence if unable to close the sale. Facilitate the application and underwriting process with the potential client and the internal underwriter including - sending application to potential clients,...

We’re thrilled that you are interested in joining us here at the Amynta Group! Business Development at Beacon is responsible for identifying, developing, and managing strategic growth opportunities through partnerships, commercial relationships, and expansion into new markets for Beacon’s products and services. The function exists to ensure a strong, sustainable pipeline of qualified opportunities for underwriting while strengthening Beacon’s market position, brand, and distribution capabilities. Role Overview Business Development at Beacon is responsible for identifying, developing, and managing strategic growth opportunities through partnerships, commercial relationships, and expansion into new markets for Beacon’s products and services. The function exists to ensure a strong, sustainable pipeline of qualified opportunities for underwriting while strengthening Beacon’s market position, brand, and distribution capabilities. Business Development Objectives • Maintain...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: This Account Manager, Commercial Lines manages a book of insurance business, and provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues. They may work independently, as part of a team or with a Producer to provide client advocacy, client retention, write new client accounts or lines of coverage as needed....

Description We are seeking an experienced Middle Market Senior Underwriter to underwrite commercial property & casualty risks in the middle market segment. As an individual contributor, you will make analytical, data-driven underwriting decisions within delegated authority, with limited guidance from leadership. You will evaluate and price moderately complex to complex accounts (including high individual line sizes and unusual exposures in parts of North America), manage broker and client relationships, and help shape product and portfolio strategy for your line of business. To be considered for this role, candidates must reside within the specified geographic location. This position requires regular in-person visits with local brokers and agents, so remote hires outside the designated territory cannot be accommodated.   Key Responsibilities Underwrite middle market commercial accounts within assigned authority by assessing submissions,...

We’re thrilled that you are interested in joining us here at the Amynta Group! This role is built for an underwriter looking to grow their career in the complex Public Entity & Non-Profit space. You will work closely with a tenured team of peer underwriters while actively underwriting your own portfolio of accounts – determining strategy, setting terms, managing exposures, and making sound decisions within your authority. Equally important, you’ll be a trusted partner to brokers and clients: responsive, knowledgeable, and focused on long-term relationships that drive retention and new business. Role Responsibilities Underwrite and grow a portfolio of risks within the public entity & non-profit space, including direct, excess and reinsurance accounts. Perform loss and exposure analysis to ensure risks are within core appetite and underwriting guidelines. Manage the full underwriting cycle including submission triage, pricing, setting coverage terms, contract...

Step into a role where you’re more than an Account Manager—you’re a trusted advisor, problem‑solver, and go‑to expert for our standard Personal Lines clients. In this role, you’ll deliver proactive, best‑in‑class service while helping clients navigate their coverage with confidence. You’ll partner closely with a supportive, high‑energy team and collaborate with producers across multiple RSC offices to deliver a seamless client experience. And because we’re big on developing our people, you’ll also have the chance to mentor PL Select Assistant Account Specialists, helping them grow their skills while elevating the strength of our team. If you enjoy building relationships, finding smart solutions, and working in an environment where no two days look the same—this role is built for you. Your Impact: Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations Leveraging personal insurance...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary   Join our team to provide exceptional customer service by responding to inquiries, resolving issues, and ensuring members have a positive experience with our products and services. You’ll be responsible for answering product-related questions, conducting research, and guiding members through procedures. Additionally, you will help resolve issues, escalate when...

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 Lines Account Coordinator to join our growing team in Portland, OR! The primary role of the Account Coordinator is to assist the commercial department with routine tasks while learning the Commercial Insurance Industry.  Functions may include data entry/processing, preparing invoices, and processing endorsements.  An Account Coordinator is expected to be actively engaged in learning activities such as in-house training courses, mentoring, and industry certification in preparing to move into the Customer Account Manager position in the future. How You Will Contribute Generate AMS (Agency Management Systems) reports as requested Assist in sending out Renewal Questionnaires Issue certificates of insurance Order Loss Runs Copy and assemble proposals Process endorsements...

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 Personal Lines Account Manager to join our growing team in Bend, OR The Account Manager’s primary responsibility is servicing existing accounts while generating additional revenue through cross-selling, accounting rounding, and new business. Account Managers provide high level consulting services for our customers’ personal insurance needs. Developing strong relationships with our customers and understanding their risk exposures, ensures our customers’ personal assets and their financial positions are protected. How You Will Contribute: Analyze customer’s lost exposures and determine coverage needs Annual revenue (commission) generation through cross-selling, account rounding, and new business Meet or exceed annual department retention goals Prepare proposals and meet with customers 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 Executive Assistant to join our growing team in Portland, OR! The Executive Assistant is responsible for enhancing executive effectiveness by providing information management support and representing executives to others. The Executive Assistant provides support in the areas of executive business operations and personal business matters daily. The Executive Assistant must use discretionary judgement and troubleshoot frequently. How You Will Contribute:   Serve as the primary point of contact between leadership, sales teams, customers, carriers, vendors, and internal stakeholders Manage executive calendars, travel agendas, meetings, and communications Create presentations, reports, and business correspondence with a high degree of autonomy · Coordinate customer, sales, and internal events,...

Title: Retirement Benefits Processor                                Department: Pension Union: Local 555               Grade: 3 Position Summary The Retirement Benefits Processor performs technical and administrative duties associated with the processing and verification of participants' retirement benefit inquiries and applications in accordance with Company policies, regulatory requirements, and plan guidelines. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Maintains current knowledge of assigned Plan(s). Processes retirement benefit applications; verifies the accuracy of information, researches or investigates past service, related credits, and insurance deductions. Responds to inquiries from participants, beneficiaries, and union representatives, directly or indirectly, regarding retirement benefits. Determines benefit...

The PIS Technician provides technical insurance support to the Account Coordinators, Sales Representatives, Customer Service Representatives, Client Relations Representatives, and clients by performing the following duties.   Your Impact: Maintains and updates log of all renewal PIS business within the team in the respective system:  Quote Tracker and Synergy CRM Sends renewal solicitations to existing clients in a timely manner to facilitate successful renewals of PIS policies. Determine proper renewal tract with carriers to each policyholder Handles communication with insurance carriers throughout the renewal process. Creates Pearl branded quote documents and payment instructions for all PIS renewals. Reviews and processes money mail orders for renewal business (checks for accuracy and completeness). Sorts mail, indexes scanned mail and distributes to appropriate underwriter if necessary. Issues policies and processes invoices to ensure payments to carriers are on...

The Service Center Technician provides technical insurance support to the Account Coordinators, Sales Representatives, Customer Service Representatives, Client Relations Representatives, and clients by performing the following duties.   Your Impact: Maintains and updates log of all renewal Service Center business within the team in the respective system:  Quote Tracker and Synergy CRM Sends renewal solicitations to existing clients in a timely manner to facilitate successful renewals of Service Center policies. Determine proper renewal tract with carriers to each policyholder Handles communication with insurance carriers throughout the renewal process. Creates Pearl branded quote documents and payment instructions for all Service Center renewals. Reviews and processes money mail orders for renewal business (checks for accuracy and completeness). Sorts mail, indexes scanned mail and distributes to appropriate underwriter if necessary. Issues policies and processes...

The Senior Underwriter OR AVP is responsible for underwriting new and renewal medical stop-loss accounts at a profitable level. This role involves managing relationships with producers and customers to ensure alignment with overall company stop-loss goals.  The Senior Underwriting position works closely with the other team members in the region and with the sales team to identify business and producers that most closely meet our underwriting acumen. Key Responsibilities: Evaluate risk for in-force business and new business prospects. Make decisions to quote or decline to quote and develop premium rates in accordance with underwriting guidelines and authority limits. Develop and communicate new business or renewal rate recommendations and decisions in line with underwriting authority limits. Prepare and generate correspondence, proposals, and other reports as needed. Provide detailed explanations to Skyward A&H clients regarding conditions and...