40 insurance account manager jobs found

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 Summer Intern to join our growing team in Honolulu, HI ! The Summer Intern will support team in providing administrative services for customer accounts and various office functions. How You Will Contribute: Proficient with Agency Management System Understand various coverage lines and products Manage unrouted mail, email, phone correspondence with internal/external individuals (limited to administrative/non-sales related correspondence until licensed and directed by Account Manager) Proofs (in accordance with Agency authority) – Issue Auto IDs, Certificates of Insurance/EPI at direction from AM Agency Bill – Transact invoices Premium Finance – Obtain quotes for AM/AE to present to client and process final PFA when completed Change Requests/Endorsements – Check accuracy of...

The  Data Collections Specialist  will make non-sales calls to firm prospects with the goal of collecting data about the company. The primary goal is collecting the expiration date (x-date) of the company’s current professional liability insurance.  This is a part-time position offering approximately 20 hours to start. Your Impact: Collect insurance policy “X” dates and other pertinent prospect information including correct address, correct contact, fax number, number insured and an e-mail address.  Use database for marking responses and activities in telemarketing campaign and for generating follow-up activities for the appropriate salesperson.  Make 2 calls (one week apart) per prospect record (or until contact is made).  Prepare a weekly report for department manager(s) detailing the number of x-dates received and an analysis of campaign details (i.e. – wrong numbers, addresses changed, etc.) using Excel templates.  Maintain a minimum of 18 calls per hour....

- Multi-state commercial auto insurance carrier is seeking a Senior Loss Control Representative to work within the Loss Control department. This Senior Loss Control Representative is primarily responsible for being a backup on overseeing the consultant phone survey program and completion of the monthly Accident Trend Analysis reports for insured customers. When not backing up the primary position, phone surveys within the consultant phone survey program are to be completed. This position requires limited travel for department meetings and training. Travel is scheduled in advance. Key Accountabilities/Deliverables: Review consultant reports for accuracy including appropriate grading, state specific questions and proper punctuation and grammar.  Works with consultants to improve report quality as needed.  Approve completed reports and consultant invoices for processing Generate consultant reports by running reports and ensuring survey request validity.  Assign...

The Personal Lines Client Service Manager is responsible for assisting producers and clients in maintaining insurance coverage for personal lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations. Supervisory Responsibilities:   None Essential Tasks: Assist with Receptionist/Administrative responsibilities.  Preparing and processing endorsements requests for submission to insurance carriers, including invoicing, and timely follow-up to confirm receipt. Verification of rates, exposures, and prior premiums to ensure accurate policy records. Handling/processing policy cancellations, billing inquiries, and related issues with attention to detail and efficiency. Work closely with Senior Insurance Managers for the review and approval of endorsements and renewals. Provide exceptional client service and support policy retention efforts through proactive communication and problem-solving. Respond to and process...

The Personal Lines Client Service Manager is responsible for assisting producers and clients in maintaining insurance coverage for personal lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations. Supervisory Responsibilities:   None Essential Tasks: Preparing and processing endorsements requests for submission to insurance carriers, including invoicing, and timely follow-up to confirm receipt. Verification of rates, exposures, and prior premiums to ensure accurate policy records. Handling/processing policy cancellations, billing inquiries, and related issues with attention to detail and efficiency. Work closely with Senior Insurance Managers for the review and approval of endorsements and renewals. Provide exceptional client service and support policy retention efforts through proactive communication and problem-solving. Respond to and process certificate of insurance (COI), ID Cards, and billing questions as...

The Telephonic Case Manager coordinates resources and develops cost-effective, personalized care plans for ill or injured individuals. The goal is to support quality treatment and, when appropriate, a timely return to work. This role uses clinical expertise to assess the appropriateness of current treatment plans based on the patient’s medical and physical condition. The Case Manager communicates directly with treating physicians to evaluate and recommend alternative care options when needed. They also explain medical conditions and treatment plans to patients, family members, and adjusters, while supporting the objectives of the Case Management department and of CorVel. This is a remote part-time position. Candidates are required to have CA RN License and Compact License. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Provide medical case management to individuals through coordination with the patient, the physician, other health care providers, the employer, and the...

CAC Group, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry’s best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry. Job Summary: Manage the day-to-day functions of an assigned book of business while providing exceptional Duties & Responsibilities:  Participate in day-to-day operations of a service team and the assigned book of business.  Handle insurance requirements on contract reviews  Interact with carriers, underwriters, and clients to provide data and information for decision making.  Maintain client records within Epic, CSR24, and other...

Salem Five is a growing regional financial services organization with a rich history of over 160 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers. The work schedule is every Saturday and Sunday, approximately 13 hours. Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families.   Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we’re...

Position Title Branch Banking Client Consultant I   Location Ann Arbor, MI 48108   Job Summary Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   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 member(s) to achieve growth targets and execute successful sales initiative Client Experience: Provide positive client experience by assisting with account...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Remote Housing Coordinator SCHEDULE: Monday- Friday Fri 10:30 PM-7:30 PM EST PRIMARY PURPOSE:  To coordinate customized temporary housing solutions for displaced policyholders in a fast-paced, service-driven environment.This role demands strong communication, research, negotiation, and multitasking skills to ensure insureds are matched with suitable like, kind, and quality accommodations.The Housing Coordinator serves as both a client advocate and housing...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Remote Housing Coordinator SCHEDULE: Mon - Fri 11:00 PM-8:00 PM EST (Subject to change based off of business needs) PRIMARY PURPOSE:  To coordinate customized temporary housing solutions for displaced policyholders in a fast-paced, service-driven environment.This role demands strong communication, research, negotiation, and multitasking skills to ensure insureds are matched with suitable like, kind, and quality accommodations.The Housing Coordinator serves as both a...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Remote Housing Coordinator SCHEDULE: Mon, Tue, Thu, Fri 11:00 AM-8:00 PM EST; Sat 9:30 AM-6:30 PM EST; Off Wed & Sun (Subject to change based off of business needs) PRIMARY PURPOSE:  To provide carrier support by assisting payments department and management with identifying carrier issues/concerns. Acts as the liaison between carriers and Property Repair Solutions internal payment team to research, review and resolve issues for carrier related requests....

Position Title Branch Banking - Client Consultant I (Part-Time)   Location Akron, OH 44310-1803   Job Summary Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   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 member(s) to achieve growth targets and execute successful sales initiative Client Experience: Provide positive client experience by assisting with account...

Position Title Branch Banking - Client Consultant I (Part-Time)   Location Fort Wayne, IN 46806   Job Summary Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   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 member(s) to achieve growth targets and execute successful sales initiative Client Experience: Provide positive client experience by assisting with account...

Position Title Branch Banking - Client Consultant I-PT   Location Staten Island, NY 10312   Job Summary Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   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 member(s) to achieve growth targets and execute successful sales initiative Client Experience: Provide positive client experience by assisting...

Position Title Branch Banking Client Consultant-Part-time   Location Farmingdale, NY 11735   Job Summary Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   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 member(s) to achieve growth targets and execute successful sales initiative Client Experience: Provide positive client experience by assisting...

Position Title Branch Banking Client Consultant I-PT   Location Staten Island, NY 10314   Job Summary Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   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 member(s) to achieve growth targets and execute successful sales initiative Client Experience: Provide positive client experience by assisting with...

Position Title Branch Banking Client Consultant I (Part time)   Location Rockaway Park, NY 11694   Job Summary Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   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 member(s) to achieve growth targets and execute successful sales initiative Client Experience: Provide positive client experience by...

Position Title Branch Banking Client Consultant II (Part Time)   Location Brighton, MI 48116   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 Branch Banking Client Consultant I - Float   Location Farmington Hills, MI 48334   Job Summary Branch Banking Client Consultant I-Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   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...