3 jobs found in Woodbridge Township, NJ

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 Client Service Associate is responsible for providing high level service delivery to trust and agency clients, Wealth Advisors, Investment Advisors, intermediaries and other qualified referral sources and distribution channels. The incumbent will support a large team of client facing individuals (Wealth Advisors, Investment Advisors, Financial Planners, Managers) to provide exceptional client service and administrative support. This position entails internal and external (client) communications, including answering the main WMD phone line on a rotating basis, participation in select client meetings, and interface with...

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. Heritage Insurance Services, a member of TCP LLC, a fully owned subsidiary of Great American Insurance Group, is seeking a  Commercial Lines Account Representative. Heritage Insurance is an insurance affiliate of American Financial Group, the parent company of Great American...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firm in the US, is adding a Commercial Lines Account Manager to their KMRD Partners  team in Warrington, PA.   Job Summary: As an Account Manager, you’ll manage client relationships, oversee policy renewals, and ensure coverage meets evolving business needs. This position is ideal for someone who thrives in a fast-paced environment, values client service, and enjoys collaborating with a team to provide tailored risk management strategies. Essential Functions: Serve as the primary liaison between clients, carriers, and producers for billing, policy changes, cancellations, claims, and general inquiries. Address and resolve client questions, service issues, and coverage or accounting concerns. Prepare marketing submissions and market accounts approximately 90 days prior to renewal. Negotiate pricing, terms, and coverage details with underwriters. Prepare proposals...