20 private client account manager jobs found

The Account Manager will serve as a trusted advisor to small business clients, providing consultative guidance and best in class service. The role will require working directly with our specialty practices as well as producers in a high-volume environment. The role will serve as a mentor to Assistant Account Managers. Your Impact Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations Leveraging commercial P&C insurance knowledge and expertise to actively service existing accounts and develop new business opportunities for a high volume, fast-paced book of business, consisting of small, commercial clients Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS accordingly Participating in the retention of renewal business. Interacting with producers to prepare...

Company: Marsh McLennan Agency Description: Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drives our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as an  Account Manager at Marsh & McLennan Agency. Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive at Marsh McLennan Agency. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and...

This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 4 days per week at our Philadelphia, PA office location. The Assistant Account Manager supports the account management team in managing client accounts and ensuring exceptional service delivery. This role involves assisting in client communications, coordinating project timelines, and gathering data to help develop account strategies. The Assistant Account Manager plays a crucial role in maintaining client satisfaction and contributing to the overall success of the account management function. Your Impact Assist in managing client accounts and maintaining strong relationships. Support the Account Manager in developing and implementing account strategies. Coordinate communication between clients and internal teams to ensure timely project execution. Gather and analyze data related to client accounts, providing insights for account planning. Help prepare reports,...

If you are a driven professional with an experience in customer service and insurance or surety account management, we want to talk to you!  The Surety Account Manager responsibilities include collaboration with teammates, engaging directly with our current client base in support of a book of business, analyzing clients, reviewing and collecting client information for placement with our surety companies, building sustainable relationships, and providing engaging customer service. The Account Manager represents the company's brand and supports our existing customer base in serving and renewing our commercial bond book within JW Surety In this role you will: Promoting the company's brand. Analyzing client’s needs in order to develop submission, quote and policy documents Maintaining relationships with important clients by understanding their needs and working with support to ensure they’re met Maintain procedures in producing accurate and detailed files through our Agency...

This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 4 days per week at our Bala Cynwyd, PA office location. The Account Manager’s main responsibility is to manage daily client service needs for a designated book of business, which may be overseen by a Producer or Account Executive responsible for service, placement, and business development. This role involves extensive use of system tools and frequent client communication via email or phone. The Account Manager must strictly adhere to corporate procedures, including maintaining data integrity within the system of record. As a key part of the client team, the Account Manager also provides guidance to any third-party vendors managing aspects of the account                                                                                Your Impact At the direction of the Producer or Account Executive (Prod/AE), participates in renewal strategy including discussion of the markets to...

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:  The Employee Benefits Account Executive is responsible for managing a book of business, policy quotes and carrier liaison for assigned clients/groups. Regularly interacts with new and existing clients while being responsible for devising creative...

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:  Our Personal Lines Account Managers are responsible for maintaining and growing relationships with our clients, ensuring their insurance needs are met, and providing outstanding service. The ideal candidate will have a proven background in insurance, excellent...

About the Role   We are seeking a skilled and experienced Account Executive to lead our Surety strategy and grow our client base in Pennsylvania (Pittsburgh location) .   Key Responsibilities Include   S erve as s trategic point of contact for client ; Conduct and coordinate client services .   Build and maintain effective and sustainable relationships with clients on an enterprise - wide basis ; Work in the best interest of the client and the company to secure appropriate compensation for the company.   Achieve new business sales goals   Positively and proactively represents American Global in meetings, seminars, trade shows, networking events, industry associations, organizations, boards and charities, as appropriate .   Demonstrate proficiency in the sales discovery process (due diligence)   Demonstrate strong...

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:  Our Personal Lines Account Managers are responsible for maintaining and growing relationships with our clients, ensuring their insurance needs are met, and providing outstanding service. The ideal candidate will have a proven background in insurance, excellent...

Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI. Job Summary: Performs more routine responsibilities and are primary points of contact for the clients they oversee, while working under direct supervision. Supports and informs coverage strategy and plan and applying principles of insurance and applies to everyday situations. Responsibilities: Perform daily service on assigned task by Producers and/or Account Executives with the agency’s written procedures including, but not limited to: Service accounts, including account transactions such as...

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 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 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. Job Summary : The role of the Sr. Commercial Account Manager is to support the team through marketing of accounts including negotiation with underwriters to obtain optimal coverage and pricing. Additional responsibilities include the utilization of creative analysis strategies based on carrier partners, coverage, and...

The Broker Dealer Operations Specialist plays a central role in delivering world‑class customer and transaction servicing for alternative investment products. The role supports end‑to‑end operations from onboarding through transactions, reconciliation, and servicing requests. You are A consummate professional with excellent verbal and written communication skills Self-motivated and goal-oriented Patient, empathetic, diligent, and able to work independently in a team environment You will Serve as the SME and primary contact for Alternative Investments operational inquiries and daily processing. Develop an in‑depth understanding of iCapital platform interfaces and order entry within NetX360 to enable seamless fund launches, recurring client activities, and overall book health. Execute operations deliverables on recurring platforms; manage daily workflows and queues to meet service levels with a client‑first approach. Assist in systems testing and...

Argo Group International Holdings, Inc .  and American National, US based specialty P&C companies, (together known as BP&C, Inc.) are wholly owned subsidiaries of Brookfield Wealth Solutions, Ltd. (“BWS”), a New York and Toronto-listed public company. BWS is a leading wealth solutions provider, focused on securing the financial futures of individuals and institutions through a range of wealth protection and retirement services, and tailored capital solutions. Job Description Business Title(s):   Workers’ Compensation Claims Adjuster   Employment Type:   Regular   FLSA Status:   Exempt   or Non-Exempt   Location:   In-Office     Summary:    We are looking for a highly capable Workers’ Compensation Claims Adjuster to join our Claims team and work from either our Rockwood, PA or Omaha, NE offices. Alternatively, we can also fill this role in our offices in Richmond, VA or Springfield, MO....

Company Argo Group Argo Group is an underwriter of specialty insurance products in the property and casualty market. Argo offers a full line of products and services designed to meet the unique coverage and claims-handling needs of businesses. The Argo entities are wholly-owned subsidiaries of Clearbrook Group Holdings Inc. Job Description Business Title(s):  Senior Workers’ Compensation Claims Adjuster  Employment Type:  Full-Time  FLSA Status:  Exempt  Location:  In-Office    Summary:    We are looking for a highly capable Senior Workers’ Compensation Claims Adjuster to join our Claims team and work from either our Rockwood, PA or Omaha, NE offices.  Alternatively, we can also fill this role in our offices in Albany, NY, Chicago, IL, Los Angeles, CA, New York, NY, or Springfield, MO. The position reports to a manager based in Rockwood, PA. This role will be adjudicating workers’ compensation claims in the jurisdictions of CO, KS, KY, MD, MI, MO, MT, PA, UT,...

Counsel - 87LA4E We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              “Hartford Funds” is the marketing name for Hartford Funds Management Group, Inc. and its subsidiaries, which include two registered investment advisers, a broker-dealer, and a transfer agent.  Hartford Funds is the sponsor of the Hartford Funds Family of Funds (the “Funds”), which is a suite of mutual funds, exchange-traded funds, and non-exchange listed closed-end funds.  Hartford Funds also manages 529 college savings plans and separately managed account model portfolios.  As of November 30, 2025, Hartford Funds had approximately $155 billion in assets under management. Opportunity :  Hartford Funds is seeking a mid-level investment management attorney (5+...

Job Description 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 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 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. Responsibilities: Provide clients with customer service such as answering claims related questions, discussing claims processes and following up with the client at the conclusion of the claim to ensure all issues were addressed Contact clients and gather all appropriate information to adequately...

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Director of Investment Operations and Administration plays a pivotal role in managing the firm’s investment operations from trade implementation and centralized account management to the operational systems that power the Chief Investment Office. As the central link between the CIO team and advisors, this leader ensures that investment processes run effectively, efficiently, and in compliance with firm-wide policies and procedures. The incumbent will work collaboratively with senior executives, portfolio managers, and service partners. In addition, the Director combines strategic oversight with operational discipline to...

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 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 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. Job Summary : The role of the Sr. Commercial Account Manager is to support the team through marketing of accounts including negotiation with underwriters to obtain optimal coverage and pricing. Additional responsibilities include the utilization of creative analysis strategies based on carrier partners, coverage, and...

Job Title: Client Advisor - Commercial Lines Agency/Platform: Mid-Atlantic Platform Locations: Wayne, PA - Philadelphia, PA - Pittsburgh, PA, Clearfield, PA - Dubois, PA, Erie, PA - Annapolis, MD - Washington DC - 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 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 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. Job Summary: As an Acrisure Sales Professional, you will play a lead role in growing revenue and...

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 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 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. Job Summary: As an Acrisure Sales Professional, you will play a lead role in growing revenue and maximizing business opportunities with total client selling. Your focus will be on driving new business acquisition, fostering client relationships, and expanding Acrisure’s footprint within the insurance marketplace as well as...