29 client relationship assistant jobs found

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: This position oversees a portfolio, program or grouping of high impact and visible projects.  This position drives the adoption, standardization and maturation of the appropriate management framework (e.g. agile) across the projects and portfolio to drive results, while facilitating strong partnerships with key leaders and stakeholders across the enterprise.  This is an...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose:     This position This job family consists of three levels of Law Specialists assigned to the Office of General Counsel. The three levels are distinguished by leadership skills, substantive experience, the degree of independent discretion and responsibility, proficiency within a defined legal specialty or process, complexity and risk of 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 a Benefits Specialist to join our growing team in Milwaukie, WI! The Benefits Specialist assists the Account Team in servicing the benefit consulting responsibilities of the employee benefit clients. Utilizes technical expertise to retain present clients.  Administers marketing and renewal functions. Assists client with daily service functions. To acquire a knowledge of all phases of the roles within the Employee Benefits Department. How You Will Contribute:   Basic level of compliance, benchmarking, renewal & marketing, reporting & analytics and able to perform these functions with little guidance. Supports onboarding new clients. Assist clients with daily service functions and frequent ad hoc requests. Create, review and edit employee benefit guides, benefit manuals and other...

Job Description 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: Acrisure is seeking a Placement Specialist to join our growing team.  The individual in this role will be responsible for managing and executing key components of the new business and renewal processes for insurance accounts. This...

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   $2,500 Sign-On Bonus Payment Terms: $1,000 paid after 30 days of employment, $1,500 paid after 90 days of employment. Join America’s most trusted brand with over 100 years of service HOW WE REWARD OUR EMPLOYEES UNLIMITED Income Potential *Average Earnings $75,000 - $100,000 (base plus commissions) Pay Structure · UNLIMITED LEADS, at no cost · Elevated tiered commissions for the first 12 months · Annual Base Pay 25,000 (non-exempt, eligible for overtime) ACG offers excellent and comprehensive benefits packages:  · Medical, dental and vision benefits  · 401k Match  · Paid parental leave and adoption assistance   · Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays  · Paid volunteer day annually  ·...

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   $2,500 Sign-On Bonus Payment Terms: $1,000 paid after 30 days of employment, $1,500 paid after 90 days of employment. Join America’s most trusted brand with over 100 years of service HOW WE REWARD OUR EMPLOYEES UNLIMITED Income Potential *Average Earnings $75,000 - $100,000 (base plus commissions) Pay Structure · UNLIMITED LEADS, at no cost · Elevated tiered commissions for the first 12 months · Annual Base Pay 25,000 (non-exempt, eligible for overtime) ACG offers excellent and comprehensive benefits packages:  · Medical, dental and vision benefits  · 401k Match  · Paid parental leave and adoption assistance   · Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays  · Paid volunteer day annually...

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 P&C Producer for its team in Milwaukee, WI ! The primary responsibilities of this role 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 referrals Renew existing customers every year Assist in the collection of required...

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 P&C Producer for its team in Milwaukee, WI ! The primary responsibilities of this role 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 referrals Renew existing customers every year Assist in the collection of required coverage...

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  P&C Account Executive to join our growing team in  Milwaukee, WI .      The P&C Account Executive designs, markets, and implements the most complex insurance programs. Conducts strategic planning meetings with clients to discuss and recommend risk management programs. Coordinates services between the client and the insurance company and provides day-to-day consulting and client advice. Typically functions as the overall Engagement Leader or Executive responsible for the account or the main specialty broker in their specific coverage areas. Delegates to others and responsible for providing leadership and potentially management to ensure all tasks are performed in a satisfactory manner by all involved.    How You Will Contribute:    Develops knowledge of a client’s business and industry and...

Sign-On Bonus Opportunity of up to $1,000* Our Perks: Unlimited/Uncapped commission Lucrative incentive sales plans, bonuses and sales contests No Cold Calling- We have a high volume of inbound sales leads and walk in traffic Comprehensive paid training and licensing with continuous on-going training and mentorship Recognition culture Comprehensive Benefits package including medical, dental, vision and life insurance Retirement Plan: A 401K plan with a percentage of company-matched contributions Fitness: We reimburse up to $15 a month to an employee for their gym Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost Extra Perks: Access to disability, hospital indemnity, health advocate program, universal life, critical illness, and accident insurance plans. We even offer pet insurance Our Company: Confie and its family of companies - Freeway,...

Sign-On Bonus Opportunity of up to $1,000* Pay Range: $40000 - $50000 / year Our Perks: Unlimited/Uncapped commission Lucrative incentive sales plans, bonuses and sales contests No Cold Calling- We have a high volume of inbound sales leads and walk in traffic Comprehensive paid training and licensing with continuous on-going training and mentorship Recognition culture Comprehensive Benefits package including medical, dental, vision and life insurance Retirement Plan: A 401K plan with a percentage of company-matched contributions Fitness: We reimburse up to $15 a month to an employee for their gym Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost Extra Perks: Access to disability, hospital indemnity, health advocate program, universal life, critical illness, and accident insurance plans. We even offer pet insurance Our Company:...

The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives to develop and execute on the client’s benefit strategy. The Account Executive will research, analyze, and evaluate medical, life, disability and other benefit plans and serve as the benefit expert to clients. The Senior Account Executive is the primary point of contact for clients and will have indirect supervision of team members, review work for accuracy and delegate work and projects to other members of the team to ensure client deliverables are timely and accurate. The Senior Account Executive is responsible for revenue growth – client expansion – on their personal book of business and assisting producers and team with prospecting new clients, including proposal development. In addition to standard Senior Account Executive responsibilities, this role also functions as a Relationship Manager, providing elevated...

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   Office Leader to join our growing team in   Milwaukee, WI!   The Office Leader serves as the local market’s sales and execution leader, driving revenue growth and fostering a high-performance culture. This role is accountable for leading by example—maintaining and growing a personal book of business—while coaching and inspiring producers to achieve aggressive growth goals. The Office Leader is deeply engaged in the local community, builds strong carrier and client relationships, and ensures seamless day-to-day execution of business priorities. This is not an administrative role; it is a front-line leadership position focused on market growth and team success.     How You Will Contribute:     Maintain and actively grow a personal book of business...

  Our Health and Benefits business help large and mid-size clients control health and welfare plan costs, improve health outcomes and promote employee engagement through broad-based, state-of-the-art interventions.  We provide solutions encompassing creative plan design, vendor evaluation and management, pricing and funding strategies, data analytics, valuation support, compliance and governance strategies.   The Role As a Director you will consult on a wide variety of health, equity and wellbeing projects, involving wellbeing strategy, clinical condition management, and vendor evaluations. You will serve as the communication liaison with our clients and their program vendors, create client deliverables, contribute to client management and new business activities, and participate in the creation of new intellectual capital. Performance Objectives Clients Deliver superior, consistent consulting, client management, and project management in support of projects Work with...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: The Commercial P&C Insurance Underwriter—specializing in Fidelity Bond, Directors & Officers (D&O), and related management liability coverages—is responsible for evaluating, pricing, and underwriting complex risk exposures for financial institutions. Success in this role requires strong technical expertise in D&O and Errors & Omissions (E&O)...

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   P&C Account Manager to join our growing team in   Milwaukee, WI .        The P&C Account Manager designs, markets, and implements the most complex insurance programs. Conducts strategic planning meetings with clients to discuss and recommend risk management programs. Coordinates services between the client and the insurance company and provides day-to-day consulting and client advice. Typically functions as the overall Engagement Leader or Executive responsible for the account or the main specialty broker in their specific coverage areas. Delegates to others and responsible for providing leadership and potentially management to ensure all tasks are performed in a satisfactory manner by all involved.     How You Will Contribute:...

Job Description 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: Acrisure is seeking an Account Executive to join our growing team. Our Account Executives are pivotal in delivering exceptional service and innovative insurance solutions to our clients. In this role, you will be responsible for managing and...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition This position is responsible for modeling, analyzing, and forecasting the company’s capital position. The position will develop models and forecasts and will communicate output effectively to customers and management. The position will work with an influence up to and including VP level customers. Job Responsibilities: Maintain the company’s regulatory and rating agency capital...

About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s 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. Why Choose HUB? Throughout our network of more than 550 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development .   Our entrepreneurial culture fosters an environment...

The Account Manager, Private Client will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic advisor for coverage related inquiries and analysis, driving renewal efforts, and partnering with producers on prospective marketing initiatives.  Additionally, this role will help to educate clients regarding their protection limitations and opportunities and help drive enterprise growth through cross-sell and up-sell initiatives. Your Impact: Building and maintaining constructive and effective relationships with internal and external clients by meeting and exceeding service expectations for assigned book of business Actively service and retain existing accounts to mitigate client risk and exposure Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files in agency management system Respond to client inquiries, service requests and...