248 policy service officer i jobs found

Position Title Commercial & Private Bank Compliance Risk & Controls Associate Location New York, NY 10018 Job Summary The Commercial & Private Bank Compliance Risk & Controls Associate will play an integral role in the design, buildout, transformation and implementation of a Compliance risk management framework as well as advise and oversee business lines through ongoing identification, assessment, and measurement of material risks and key controls. The Commercial & Private Bank Compliance Risk & Controls Associate, in this 1st Line of Defense (1LOD) role, will bring expertise in regulatory Compliance and risk experience in Commercial & Private Banking businesses. • The Private Bank consists of Private Client Groups (PCGs) who are highly specialized in providing white glove service to High Net Worth and Commercial clients by offering Deposit products, lending, and products and services from Flagstar’s broader offerings. • The Commercial Bank...

Job Description: We are looking to add a Client Service Consultant to join our Property Casualty team in Denver, CO . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Understand client operations and exposures to ensure appropriate coverage is in place or coverage options are provided. Consult with the team for pre-renewal meetings on qualifying accounts and development of client opportunities. Market renewal policies and negotiate with insurance company underwriters. Review quotes on accounts for accuracy and prepare proposal documents for client. Be accountable for account and policy accuracy by ensuring that all customer information as well as items received by carriers are accurate and current including coverage schedules, policies, endorsements, and audits. Prepares client renewal documents and saves...

Job Description: We are looking to add a Placement Specialist to join our Property Casualty team in Waukee, IA . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Independently perform the daily tasks required to efficiently manage prospects which includes placement of insurance for assigned Prospects. Schedule Opportunity Calls, Dictate Notes and Post. Create Service Team document in preferred format and place in ImageRight.  Develop applications from raw data, such as current policies or specifications and information available on the internet. Prepare Broker of Record letters, NCCI requests, Loss Run request letters. Provide Placement Consultants required list of information, after comparing it to the information provided by the sales team. Set up new prospects in the agency management system (AMS) and other...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The candidate selected for this position will help shape the safety and security of USAA's most vital leaders by providing unparalleled executive protection services. As a dedicated Executive Protection Officer Senior, you will provide Executive Protection to senior executives and other designated employees and/or their families.  Investigates and resolves threats directed at specific assigned person(s), corporate facilities, and senior executive residences. Maintains a wide range of internal and external...

Job Description: We are looking to add a Client Service Specialist to join our Select team in Waukee, IA . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Prepares certificates, binders, and auto ID cards. Ensure accuracy of invoicing and work with accounting to resolve any discrepancies. Order policy changes from carriers, update agency management system/exposure schedules and set follow-up tasks. Investigates and corrects omitted items and commission differences on premium discrepancies (policies, audits and endorsements) Review, process, and deliver policy audits to clients. Update agency management system and third-party platforms related to new and existing clients. Qualifications: Education: High school diploma; college degree preferred. Experience: Minimum 0-1 year of administrative,...

Job Description: We are looking to add a Sr. Placement Consultant to join our Property Casualty team in Dallas, TX . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Independently perform the daily tasks required to efficiently manage client service which includes renewal marketing and placement of insurance for assigned clients as well as responding to daily client service needs. Prepare, market new and define renewal business in conjunction with designated sales team. Maintain an organized marketing file utilizing appropriate software that provides Placement Specialist with clear and accurate information to ensure a smooth issuance, including a written order letter with all changes noted. Provide answers, solutions, or direction to questions or concerns by sales team, service team, clients and underwriters in...

Job Description: At Charlesworth Consulting, we partner with organizations to deliver strategic insights and practical solutions that drive meaningful results. We’re seeking a Senior Consultant to join our team—someone who brings sharp analysis, strong client leadership, and a passion for solving complex challenges. Essential Responsibilities: Lead and service the firm’s largest and most complex client accounts with a high level of independence. Build strong client relationships through proactive communication, strategic guidance, and exceptional service. Manage insurance renewals end‑to‑end, including reviewing current coverage, assessing future needs, and analyzing broker‑provided options. Evaluate and recommend insurance programs and risk management solutions tailored to each client’s needs. Oversee broker activities such as marketing, negotiations with underwriters, quote accuracy, and renewal documentation. Monitor and support the resolution of complex claims...

Job Description: We are looking to add a Sr. Placement Consultant to join our Property Casualty team in St. Louis Park, MN . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes!   Essential Responsibilities: Independently perform the daily tasks required to efficiently manage client service which includes renewal marketing and placement of insurance for assigned clients as well as responding to daily client service needs. Prepare, market new and define renewal business in conjunction with designated sales team. Maintain an organized marketing file utilizing appropriate software that provides Placement Specialist with clear and accurate information to ensure a smooth issuance, including a written order letter with all changes noted. Provide answers, solutions, or direction to questions or concerns by sales team, service team, clients and...

Job Description: We are looking to add a Client Service Consultant to join our Property Casualty team in Sioux Falls, SD . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Understand client operations and exposures to ensure appropriate coverage is in place or coverage options are provided. Consult with the team for pre-renewal meetings on qualifying accounts and development of client opportunities. Market renewal policies and negotiate with insurance company underwriters. Review quotes on accounts for accuracy and prepare proposal documents for client. Be accountable for account and policy accuracy by ensuring that all customer information as well as items received by carriers are accurate and current including coverage schedules, policies, endorsements, and audits. Prepares client renewal documents and...

Job Description: We are looking to add a Sr. Client Service Consultant to join our Property Casualty team in Madison, WI . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Take ownership and lead accounts by servicing the largest and most complex accounts; Client Service Specialist and Client Service Consultant support dependent upon account size. Demonstrates exceptional customer service and operates as an effective partner with clients to include, but not limited to: Market renewal policies and negotiate with insurance company underwriters; Reviews insurance in place and assesses future needs of client; Evaluates and recommends insurance options for clients; Maintains an awareness of complex or significant claims situations and assists in claims process management as requested, to ensure client claim issues are...

Job Description: We are looking to add a Sr. Client Service Consultant to join our Property Casualty team in Dallas, TX . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Take ownership and lead accounts by servicing the largest and most complex accounts; Client Service Specialist and Client Service Consultant support dependent upon account size. Demonstrates exceptional customer service and operates as an effective partner with clients to include, but not limited to: Market renewal policies and negotiate with insurance company underwriters; Reviews insurance in place and assesses future needs of client; Evaluates and recommends insurance options for clients; Maintains an awareness of complex or significant claims situations and assists in claims process management as requested, to ensure client claim issues are...

Job Description: Title: Account Manager   Associate   - Commercial Lines   Work Mode:   Fully remote for candidates able to work EST/CST schedule   | Location/Supporting:   Atlanta, GA office   | Book Focus:   Contractors, Manufacturing, General Book     Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations     About the Role :   Provide administrative and customer service...

Job Description: Title:   M&A Sourcing Manager   Work Mode:   Fully Remote   | Location/Supporting:   Remotely supporting Corporate Headquarters in Longwood, FL     Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations     About the Role :   The M&A Sourcing Manager is responsible for driving the identification, qualification, and early-stage evaluation of potential acquisition...

Job Responsibilities and Requirements KEY RESPONSIBILITIES *other duties as assigned* Obtains and analyzes information to make claim decisions and payments on LTD, Voluntary disability and Waiver of Premium claims. The goal of the position/role is to consistently render appropriate claim determinations based on a review of all available information and the terms and provisions of the applicable policy.  Reviews and investigates disability claims by using telephone and written contact with the applicable parties, (claimant, employer/supervisor, credit union, treating physician, etc.) to gather pertinent data to analyze the claim. Adjudicates claims accurately and fairly in accordance with the contract, appropriate claim policies and procedures, and state and federal regulations, meeting productivity and quality standards based on product line. Utilizes appropriate medical and risk resources, adhering to referral polices, and transferring claims to the appropriate risk...

Title: Business Systems Analyst Department: Platform: Claims Position Type: Exempt Hours per Week: 40 Position Summary Writes requirements for minor software development items and performs testing, in accordance with Company guidelines, client needs and legislative requirements. " Position requires access to Personally Identifiable Information and/or Personal Health Information to complete job requirements." Key Duties and Responsibilities Analyzes programming changes and/or system enhancements to existing programs; tests and verifies the accuracy of program changes. Develops system changes using RPGLE and SQL. Provides onsite infrastructure support including configuration and deployment of PCs and related software and administration of servers Tests programming changes due to bug fixes, enhancements, development, and version upgrades. Collaborates with programmers to drive quality output. Analyzes data files and...

Essential Duties & Responsibilities Develop, implement and manage client Service Plans with Producer and Account Management team. Meet with clients on a regular basis as determined by the client service plan. Cross-sell existing business in personal book and co-produced accounts responsible to retain. Assist with necessary marketing for preparation of bid specifications and new sales process. Assist with marketing on top accounts to verify bids meet the specifications. Assist Producer and Account Manager in pre-renewal meetings as set in the workflow procedures and accounts defined by the agency. Prepare Stewardship Report prior to pre-renewal/proposal meetings. Maintain a proactive service approach and relationship with clients. Assist Producers, Marketing and Account Manager in renewal strategy. Generate new business appointments through networking, referrals and other sources of prospecting to attract and retain new clients. Proof policies for...

Position Summary Under the direction of the Team Leader, the Senior Commercial Lines Account Manager CORE is responsible for providing advanced support in obtaining, maintaining, expanding, and servicing Commercial Lines Select Accounts. This role serves as a subject matter expert (SME) for the Commercial Lines team and plays a key role in mentoring Account Managers, supporting training initiatives, consulting on process improvements, and driving operational excellence. The Senior Account Manager works collaboratively with Producers, leadership, and internal teams to ensure best practices, consistency in service delivery, and a high level of client satisfaction. This position may be located in any of our office locations Essential Duties & Responsibilities Provide, with a positive attitude, a high level of expertise and leadership in obtaining, maintaining, expanding, and servicing commercial accounts. Serve as a subject matter expert for Commercial Lines coverage,...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Development Product Owner, I (mid-level) for Property Policy Modernization , you will serve as a direct representative of the business on an agile team.  Attains, understands, and communicates business vision and needs in order to write and refine user stories, prioritize work, and provide guidance to technical teams.  Uses critical thinking, problem solving, and Agile principles to partner with business owners, subject matter experts, and the development team to build effective solutions.  Possesses...

National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers’ evolving needs. We offer home, auto and accident and health insurance, as well as other specialty niche insurance products, through a large network of independent insurance agents, as well as directly to consumers.  Job Description The Claims Team Leader is responsible for providing our Agents exceptional claims and inquiry service through chat while managing and motivating ten to fifteen adjuster staff or vendors to achieve inspired levels of performance and expert execution of required claim processes. This individual supports the implementation of operational initiatives that enable the achievement of Claim, Discipline, Claims Service Area (CSA) and Company business objectives. This individual develops strategies to achieve employee performance levels and the expert execution of claim processes. The individual monitors staffing...

National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers’ evolving needs. We offer home, auto and accident and health insurance, as well as other specialty niche insurance products, through a large network of independent insurance agents, as well as directly to consumers.  Job Description Responsible for investigating and confirming the facts of loss for advanced automobile accidents. Determines coverage, liability, damages and otherwise adjusts and negotiates claims within limit of authority. Every claim presents a new challenge. This role is ideal for someone who enjoys problem-solving, analyzing information, and making confident decisions while supporting customers and internal partners. Key Responsibilities • Applies increased experience in the Adjuster II level or a rotation into a specialty position (Coverage, Investigation Specialist, Total Loss, Initial Handler,...