65 partner success manager jobs found

  The Director, Systems & Process Improvement will lead Operations readiness for the implementation of Producer Workbench, our new Salesforce-based policy management platform, while also driving continuous process improvement across the Operations function. Working closely with IT, Kaufman Institute (training), field leadership, and our third-party staffing partner, this role will ensure the phased rollout of the new platform is operationally sound, well adopted, and supported by clear workflows, documentation, and training.   Responsibilities Lead Operations readiness for the Producer Workbench rollout. Serve as the primary Operations representative for the transition from legacy systems to Producer Workbench, ensuring operational requirements, workflows, and dependencies are fully considered during implementation. Coordinate Operations participation in system testing, workflow validation, pilot office launches,...

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:  The Senior Program Manager leads highly strategic, cross‑functional, or enterprise‑level programs composed of multiple related projects. This role ensures integrated delivery, alignment to business objectives, and effective management of risks, dependencies, and...

Position Title First Line Risk and Control Advisory Lead   Location Jackson, MI 49201   Job Summary The First Line Risk and Control Advisory (FLRCA) Lead will assist ensuring the team achieves and maintains a consistent and efficient approach to the review of all required materials. The Team Lead will help with the review of all or a sampling of BU data. For example, new and renewal accounts/loans post opening/boarding and funding, for approval, completeness and accuracy including but not limited to regulatory requirements (for example, CRE, C&I, Syndication and Small Business). In addition, the Team Lead will perform a wide variety of tasks related to quality control servicing according to established policies, procedures and regulatory guidelines thus ensuring overall quality and integrity of the Bank’s Lending or Deposit portfolio. The FLRCA Team Lead will contribute to the analysis of findings from the FLRCA Analysts and Specialists review to assist the team in...

We are looking for a Product Manager to lead the mobile app product strategy and experience for both iOS and Android platforms.  In this role, you will define and drive the mobile roadmap, translating organizational goals and member needs into a cohesive, prioritized product vision that delivers measurable outcomes. Define and evolve the digital product vision for unauthenticated .com experiences, including marketing pages, acquisition flows, and onboarding journeys, informed by customer research, competitive analysis, and market trends. Own and maintain a prioritized product roadmap aligned to business OKRs; communicate progress, tradeoffs, and outcomes to leadership and governance stakeholders. Drive conversion rate optimization strategy across the funnel identifying friction points, defining hypotheses, and partnering with analytics and UX teams to improve acquisition and onboarding metrics. Establish feature definitions, acceptance criteria, and success metrics...

  Burns & Wilcox is seeking a strategic, results-driven Director to lead our specialized Excess Casualty facility, a unique market leader staffed by experts with exclusive underwriting authority to quote, bind, issue and endorse policies on non-admitted paper. This high-impact role will drive profitable growth, uphold underwriting excellence and reinforce our position as the go-to destination for complex Excess Casualty risks.   Responsibilities Lead, mentor, and develop a specialized Excess Casualty underwriting team, fostering a culture of expertise, collaboration and high performance Set and execute the underwriting strategy for our exclusive non-admitted product , ensuring profitability, competitiveness and alignment with corporate goals Oversee broad underwriting authority and ensure adherence to facility-specific guidelines, authority levels and risk appetite Build and maintain strong relationships with...

Position Title Assistant Branch Manager   Location Detroit, MI 48201   Job Summary The Branch Banking Assistant Leader drives branch revenue growth, operational integrity and client experience excellence, with a focus on reputational success in the community.   Job Responsibilities: JOB RESPONSIBILITIES Business Performance: Drive market growth of primary client relationships and achieve growth targets in financial performance (deposits loans, and non-interest income).  Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative. Sales Leadership and Coaching: Support in the coaching, development and mentorship of the team members. Actively support the execution of partner produced sales and marketing initiatives. Reinforce training, development and coaching to branch teams on our mission and how to effectively engage in our broader communities and customers to deliver...

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 Manager to join our growing team in Grand Rapids, MI .  The Commercial Lines Account Manager is responsible for providing high-quality service and support to clients, acting as the primary point of contact for commercial lines insurance needs. This role ensures effective communication between clients, carriers, and internal teams, while assisting with onboarding, servicing, and retaining accounts. The Account Manager will manage customer inquiries, resolve service issues, follow internal workflows, and contribute to the department’s overall success through account rounding, mentorship, and a commitment to client satisfaction. How You Will Contribute:   Meeting the overall insurance needs of our internal team and customers. Provide prompt, accurate service to our...

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:   $5,000 Sign-On Bonus Payment Terms: $2500 paid after 30 days of employment, $2500 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 $28,500 (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...

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:   $5,000 Sign-On Bonus Payment Terms: $2500 paid after 30 days of employment, $2500 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 $28,500 (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...

Description Summary: The Mortgage Loan Processor 2 is a critical customer facing position that performs a wide range of duties related to the processing and pre-underwriting of residential mortgage loans. Duties are both file and vendor level in nature. Maintains regular contact with both external and internal customers to ensure workflow deadlines are met. Assumes responsibility as the point person and coordinates processing the loan file from receipt in Fulfillment until submission to Closing. Proactively communicates status on the loan to borrowers and loan officer and maintains contact with external and internal partners to ensure expected closing deadlines are met. Primary responsibilities include reviewing and verifying loan documents including W-2 income, IRS tax returns, self-employed borrower income, assets, credit, appraisal, condo certification, homeowner’s insurance, title insurance, etc., and ensuring...

Overview   America's Choice Insurance Partners is a full-service insurance agency that stands apart from the crowd. We serve an exclusive client base through a strategic partnership with the nation’s largest family-owned Recreational Vehicle retailer. We are the trusted advisors to the individuals and families throughout 33 states that have a passion for the recreation and outdoor lifestyle.   We are hiring an Account Manager / Client Services Representative . America's Choice welcomes recent college graduates as well as experienced professionals looking to grow in a new career. We are committed to your success and provide comprehensive training to help you thrive in the role. Responsibilities What You’ll Do: Serve as the primary point of contact for existing clients, delivering exceptional service and support Handle inbound client calls, emails, and service requests related to policies, billing, and account...

OBJECTIVE ADO Field Trainer/Customer Service Representative (Grand Rapids, MI) Objective To lead the Field Force to success by providing comprehensive training and customer service support for independent contractor insurance agents to quote, sell, and service clients. To provide operator service during normal business hours by answering and taking ownership of all incoming calls to the Agent Development Office (ADO) in a prompt, professional, and courteous manner. To proactively research and resolve policy issues by assisting agents and customers by phone, in-person, email, daily document listings, and system reports. To oversee daily office operations of the Agent Development Office and policy servicing. To be a multi-line subject matter expert for field staff. To offer training for all lines of business and system operations to ADO staff, agent staff, and agents. RESPONSIBILITIES ADO Field Trainer/Customer Service...

OBJECTIVE Agency Support Analyst Objective To provide Level I technical support in a call center environment for up to 2,400 end-users. To provide proactive communication to all appropriate parties regarding online production system issues and outages. To provide problem analysis, resolution and coordination services to customers who require assistance in solving day-to-day operating problems related to specific application software systems, generic use utility software, personal computers and related equipment; network access; production batch output; and technical operating procedures. To recognize, analyze, and report ongoing problem trends and document solutions in a service desk tracking system. RESPONSIBILITIES Agency Support Analyst Responsibilities Provide end-user problem support by giving immediate response to end-user problems and questions related to computer hardware, application and system software, network...

Position Title Government Banking-Relationship Manager Sr   Location Work From Home MI, MI 48098   Job Summary This position is responsible for generating and managing public sector business opportunities in an assigned territory. Responsibilities include creating revenue through generation of loans and deposit growth, and cross selling all applicable banking products and services including treasury management, card services, payroll services, and any required retail services.   Job Responsibilities: JOB RESPONSIBILITIES Business Development:  Responsible for business development of new public sector client relationships and the profitability of these relationships once obtained.  This includes any follow up tracking and reporting, and administrative functions that are required. Relationship Management:  Accountable for maintaining existing client relationships and expanding these relationships by cross selling appropriate bank products and investments with...

Position Title Branch Banking Client Consultant II   Location Detroit, MI 48219   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: JOB   RESPONSIBILITIES     Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client introductions to the right team...

About Specialty Program Group: Our goal is to partner with industry-leading specialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Program Group offers access to capital and investment, deep carrier relationships, creative thinking, product development and broad distribution, while allowing our businesses to maintain the essence of what makes them successful. Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics. About Global Marine With a reputation for careful underwriting of each risk, Global Marine has the ability to place cost effective and comprehensive coverage for your client’s watercraft and yacht needs. In addition to marine related expertise, GMIA also has placement solutions for your client’s RV/Motorcoach risks that fall outside of the standard market. Global Marine offers extensive boat insurance...

Position Title Branch Banking Client Consultant II   Location Shelby Township, MI 48315-2963   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: JOB   RESPONSIBILITIES     Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client introductions to the...

Position Title Fraud Intake Specialist   Location Troy, MI 48098   Job Summary Fraud Call Center Agent will be responsible for answering inbound telephone calls from internal and external customers regarding fraud concerns such as check, ACH, card, and online fraud. Through the course of these conversations, the agent will also create detailed documentation to ensure inquiries are handled in an accurate and timely manner. The agent is also knowledgeable in all channels of loss prevention, including traditional, ATM, mobile, and online.   Job Responsibilities: Job Responsibilities: Customer Service Monitoring and responding to “fraud in progress” and other suspicious calls from internal and external customers Retain authority during afterhours/weekends to determine whether law enforcement intercession is necessary Advise branch personnel and bank customers when situations arise which have resulted from holds or freezes placed on their accounts due to potential...

Responsibilities Investigate, analyze, strategize, adjust loss/expense reserves and effectively manage claims and litigation involving bodily injury, property damage, professional liability, and D&O to achieve the best possible outcome Provide counsel and take action on coverage issues, factual developments, liability exposure, loss/expense reserves, and settlement opportunities Provide outstanding customer service to our policy holders, business partners, claimants, and teammates throughout the organization Attend mediation hearings and settlement conferences, when appropriate Review insurance policies, and prepare reservation of rights and/or declination letters, as necessary Support highly successful and growing claims team Additional duties may be assigned Qualifications Minimum 3-4 years of insurance defense experience and/or insurance coverage experience...

   The Manager is responsible for providing leadership for the team who is involved in analytics in support of conceptualization, design implementation of care management programs including: Design and implementation of epidemiologic studies to understand disease burden in insured populations and health care services being utilized for disease diagnosis and treatment. Monitor/mentor multiple projects simultaneously be ensuring appropriate epidemiologic study designs and statistic methods are adopted. Drive the continuous method improvement in department analytic work. Assist in the planning and implementation of care management programs to prevent and control diseases and to improve quality and efficiency of care delivered to insured populations. Prepare presentations and technical reports in a clear and concise manner to communicate finding from epidemiologic studies to leadership and other interested parties, groups and through publications in scientific and...