96 customer account professional jobs found

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 via telephone, electronic, or in-person, regarding retirement benefits. Determines benefit eligibility and requests necessary documentation from unions, employers, and the Social Security Administration to expedite...

About the role As a Senior Underwriting Assistant, you will make a vital contribution within the Underwriting Support Unit of our product field operations by working with underwriters and CoE partners to develop and deliver tailored solutions whilst handling some of our complex accounts. Providing technical guidance to other junior support staff while working under moderate supervision will be important too. Key responsibilities: Partnering with regional underwriters and/or more senior UW Support employees in the end-to-end processing of new and renewal business. Evaluating new and renewal submissions against prescribed criteria to determine completeness. Identifying and resolving account alerts and blocks during the submission process to avoid account conflicts. Performing data analytics, remodeling, when necessary, referral documentation preparation and completion, as well as form checklist and working approval. Assist with training and oversight of less...

About Acrisure Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Your Next Chapter:   Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader. As an Acrisure Business Development...

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...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Claim, Nurse - Medical Case Manager Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Claim Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees...

The Float Claims Specialist manages within company best practices lower-level, non-complex and non-problematic workers’ compensation claims within delegated limited authority to best possible outcome, under the direct supervision of a senior claims professional, supporting the goals of claims department and of CorVel. This is a remote role. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Receives claims, confirms policy coverage and acknowledgment of the claim Determines validity and compensability of the claim Establishes reserves and authorizes payments within reserving authority limits Manages non-complex and non-problematic medical only claims and minor lost-time workers’ compensation claims under close supervision Communicates claim status with the customer, claimant and client Adheres to client and carrier guidelines and participates in claims review as needed Assists other claims professionals with more complex or problematic claims as...

Overview Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett’s Berkshire Hathaway group – one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide.   Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company’s success is grounded in our core values:  accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path!...

Job Responsibilities and Requirements Manage the product throughout the product lifecycle, gathering and prioritizing product and customer requirements, and working closely with Agile teams to deliver value Advocates for stakeholder needs and serves as the bridge between stakeholders and development teams by ensuring timely communication between both entities on prioritization, status, and impact Manage the product backlog, organizing sprint activities, and ensuring product planning and effective prioritization Develop, communicate and provide a clear roadmap that aligns with stakeholder needs and company goals Applies design and systems techniques (e.g., user stories, wireframing, prototyping) to define product features Typically uses team scrum/agile development techniques and tools for team collaboration, product testing, issue tracking and backlog management. Collaborate with various stakeholders to understand pain points, inefficiencies, and business...

Job Responsibilities and Requirements The New Business Annuities Specialist is responsible for the review and processing of new annuity applications.  This role is responsible for reviewing incoming applications for completeness of internal forms requirements and statutory and regulatory completeness and compliance. The Specialist will report to the Manager of New Business and act as a liaison between various departments. New Business Annuity Specialists will have frequent interactions with internal and external customers. Processing Process applications and corresponding paperwork and document any outstanding requirements. Apply premium and issue contracts. Independently conduct initial review and make judgment & decisions that fall within prescribed policies and limits Primary owner for resolving any open issues for a submitted application from the time the case is submitted to the point the case is issued Process a variety of tasks and high volumes of work...

Job Responsibilities and Requirements The Senior Program Manager, Talent Development is a senior individual contributor role that strengthens organizational capability through a combination of talent partnership and leading professional development training programs. The role operates at the intersection of business strategy, talent practices, and learning—partnering with leaders to support critical talent moments while owning scalable development experiences for the enterprise. Rather than functioning as a transactional training role, this position focuses on enabling decision quality, building manager and employee capability, and ensuring talent investments translate into practical outcomes aligned to enterprise priorities. We are looking for someone who is results-oriented, is customer-service focused, can move quickly, insists on the highest standards, and is not afraid of ambiguity.  They will have the ability to manage multiple concurrent projects, and are passionate...

Job Description NewLane Finance is a commercial equipment finance company serving small and mid-sized businesses nationwide. Our mantra is “business lending done right”. Our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are primarily offered to the business community through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is a Wilmington Savings Fund Bank (WSFS) subsidiary, a $24B financial organization. Job Summary : NewLane Finance is seeking a Data Reporting Analyst who will perform a wide variety of data gathering and analytics driven roles. This person will also use data analytics and reporting to help deepen management’s insights towards strengthening overall credit, account servicing and pricing...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Claim Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees...

At Safety National, we don’t just offer jobs – we build careers with purpose! Since 1942, we’ve been an industry leader, valuing integrity, teamwork, and stability while providing competitive rewards, top-tier benefits, career growth opportunities, and flexible work options that promote balance. With tuition reimbursement, wellness perks, and a strong community impact, we invest in your success—both personally and professionally. Ready to grow with us? Apply today! Follow this link to view all of our available careers and apply: https://www.safetynational.com/careers-page/ This opportunity is in the Client Engagement department The Client Engagement Department engages internally with our business stakeholders and externally with our brokers, policyholders and TPA clients. We work to drive strategic partnerships, enhance client relationships, and optimize account management strategies. This group is instrumental in expanding our market presence, strengthening client...

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...

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. Due to growth, we have multiple positions available across the division. About Acrisure   Scope:     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 includes...

GBLI | Global Indemnity  provides specialty property and casualty insurance for small to middle-market businesses – and we’re on a mission to be the best-in-class while achieving steady, profitable growth. Our guiding principles include the core belief that our people are number one. We also strongly emphasize a customer-centric mentality and disciplined underwriting practices. Our work environment is flexible, friendly, and collaborative, with plenty of opportunities to take charge of your career.  What GBLI offers you: Generous paid time off (PTO) Professional development opportunities (including a mentorship program) Educational assistance program, which covers up to $5,250 in educational costs per year Comprehensive health insurance plan (with vision and dental) Paid Parental Leave Life insurance 401(k) retirement plan with up to 6% company match and immediate vesting Healthcare and dependent care flexible spending accounts Short-term and long-term...

An exciting opportunity exists to join the ProAssurance family of companies! Our mission is powerful and simple: We protect others. Choosing a place to apply your talents is an important decision for anyone. You have plenty of options. Why choose ProAssurance? At ProAssurance, we sell a pledge, and that pledge is delivered by our team members. We are seeking individuals who value integrity, leadership, relationships, and enthusiasm—and want to build their career with a great company where they can be their authentic self and feel valued, recognized, and rewarded for their contributions. ProAssurance specializes in healthcare professional liability, products liability for medical technology and life sciences, legal professional liability, and workers' compensation insurance. We are an industry-leading specialty insurer, with job opportunities in much of the contiguous United States. This position supports our workers' compensation line of business, Eastern...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description A day in the life of an Large Loss Contents Property Adjuster: Spend your day handling claims out in the field. Handle escalated claims files that have complex contents or additional living expense damages. Conduct a thorough coverage investigation of the loss and ensure the policy was applied correctly. Use advanced technology to identify damages and write a contents damage estimate. Communicate empathetically with customers and help them through their claim process in a fast, fair and easy manner....

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  CNA seeks to offer a comprehensive and competitive benefits package to our employees that helps them — and their family members — achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA’s benefits, check out our Candidate Guide . JOB DESCRIPTION: Our team of Large Account Primary Casualty Underwriters are high level individual contributors responsible for overall management, business development, growth and profitability of a book of Large Account Casualty business spanning a wide range of industry segments and revenue bands (Manufacturing, Distributors, Education, Real Estate, Technology, Wholesale, Retail, Service classes)....