20 account coordinator jobs found

Position Summary   HUB International Investment Services is a nationally recognized Retirement Plan Consulting firm   seeking   a detail-oriented, proactive Client Service Coordinator to support our growing retirement plan advisory team. This entry-level role is ideal for a motivated professional who thrives in a fast-paced, client-facing environment and is eager to build a career in financial services. You will play a key role in ensuring seamless committee meeting coordination, client communications, and the   timely   production of reports and presentations.     Key Responsibilities   Committee Meeting Coordination   Schedule and coordinate quarterly retirement plan committee meetings, aligning advisor, client, and vendor calendars   Prepare and distribute meeting agendas, invitations, and pre-meeting materials to all stakeholders   Track action items and follow-up tasks from committee meetings...

Description The Treasury Management Service Specialist II – Specialized Mortgage Solutions (SMS) supports clients within the mortgage ecosystem by delivering high‑touch, specialized treasury management onboarding, implementation, and ongoing service support. This role focuses on residential and commercial mortgage servicers, mortgage originators, lenders, and related real estate organizations that require complex custodial, operating, and control account structures. The Specialist II partners closely with SMS Relationship Managers, Treasury Sales, Operations, Risk, Legal, and Product teams to ensure precise execution, regulatory adherence, and an exceptional client experience in a highly regulated and operationally complex environment. Hours for this role: (West Coast/PST: 8 AM – 5 PM or 9 AM – 6 PM PST) Key Responsibilities Client Onboarding & Implementation (SMS Focus) Manage end‑to‑end onboarding...

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our...

Job Description Are you looking for your next opportunity? Sompo has a unique opportunity for an AVP, Property Account Engineer in our Risk Control Division. Combining decades of experience and deep industry knowledge with collaborative and practical risk management programs, Sompo’s Risk Control experts monitor emerging trends and risks and work with clients to minimize their loss potential and stay ahead of the unexpected. We take a collaborative approach to provide our clients with risk control services specific to their business. We work with each insured to tailor our recommendations and identify cost-effective solutions for mitigating risks. Location : This is a remote role. The Property Account Engineer will provide risk improvement consultation for large, industrial, and middle-market commercial property customers with highly protected risk (HPR) status. These services provide added value to our clients. The focus of this position is to...

Job Responsibilities and Requirements The Middle Market Client Manager serves as the primary contact for a portfolio of middle market clients, providing expert guidance on benefit plans, contracts, and service issues.  This role builds strong client relationships, drives client growth, and ensures operational excellence through proactive engagement, strategic problem-solving, and cross-functional collaboration on Disability, Life, FML, State Leaves, Company Leaves (Paid and Unpaid) and ADA cases.   Client Relationship Management Serve as the main contact for assigned clients, providing guidance on contracts, plan structure, renewals, and issue resolution. Build and maintain positive client relationships through regular meetings and proactive communication. Educate clients on company processes, policies, procedures, and web services; keep clients and brokers informed of product and service enhancements. Collaborate with implementation teams to ensure smooth...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Claim Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees...

Pinnacol Assurance does just one thing, and does it better than anyone: provide caring workers’ compensation protection to Colorado employers and employees. And while we may be a little biased, we believe that our work shapes communities and changes lives. We have big hearts and love big ideas. We’ve been around for more than  100 years, but don’t let that fool you. Pinnacol is committed to taking care of Colorado employers and workers in the most innovative ways. We celebrate continuous improvement, new ideas, compassion, teamwork, integrity and excellence. What you’ll do: Work with team members to strategically and proactively manage claims and claim-related issues to the most expedient, cost effective resolution; provide quality customer service to all stakeholders which includes proactive communication and follow through at all times. Identify claims that need complex management and work with team members to resolve concerns, escalate to the appropriate level or...

Pinnacol Assurance does just one thing, and does it better than anyone: provide caring workers’ compensation protection to Colorado employers and employees. And while we may be a little biased, we believe that our work shapes communities and changes lives. We have big hearts and love big ideas. We’ve been around for more than  100 years, but don’t let that fool you. Pinnacol is committed to taking care of Colorado employers and workers in the most innovative ways. We celebrate continuous improvement, new ideas, compassion, teamwork, integrity and excellence. What you’ll do: Work with team members to strategically and proactively manage claims and claim-related issues to the most expedient, cost effective resolution; provide quality customer service to all stakeholders. Identify claims that need additional management and work with team members to resolve concerns or escalate to the appropriate level.   What you can expect: Contact stakeholders as required...

Pinnacol Assurance does just one thing, and does it better than anyone: provide caring workers’ compensation protection to Colorado employers and employees. And while we may be a little biased, we believe that our work shapes communities and changes lives. We have big hearts and love big ideas. We’ve been around for more than  100 years, but don’t let that fool you. Pinnacol is committed to taking care of Colorado employers and workers in the most innovative ways. We celebrate continuous improvement, new ideas, compassion, teamwork, integrity and excellence. What you’ll do: Work with team members to strategically and proactively manage indemnity claims and claim-related issues to the most expedient, cost effective resolution; provide quality customer service to all stakeholders which includes proactive communication and follow through at all times. Identify claims that need complex management and work with team members to resolve concerns or escalate to the...

About HUB International HUB International is a leading global insurance broker, offering a comprehensive range of property, casualty, risk management, life and health, employee benefits, investment, and wealth management solutions. With more than 650 offices and over 22,000 employees across North America, we are committed to helping individuals and businesses evaluate and manage their risks and insurance needs with personalized service, while our dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for our clients. Why Choose HUB?  Throughout our network we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and providing continuous opportunities for growth and development.  Our entrepreneurial culture fosters an environment that empowers our people to make the best...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Claim Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees...

As a Transportation Safety Services Consultant II, you will deliver Safety Services to our business units with primary focus on our trucking book of business. Sentry’s dedication to customer service is embodied by our best employees.  At Sentry, our associates take care of our customers with a passion for service and delivering business results. We are currently seeking an experienced, self-motivated and results driven individual to fill an open position in our Transportation Safety Services Division.   Based on qualifications and experience, the base salary range for a Transportation Safety Services Consultant II is: $82,400-$123,600 annual in Arizona $90,640-$135,960 annual in Colorado What You’ll Do The following are some of the responsibilities of the Transportation Risk Control Consultant that would be located in the Phoenix, AZ or Denver, CO area with travel responsibilities mainly in (AZ, CO, Southern CA, NV, NM, KS, and Western, TX)....

About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Why Choose HUB? Throughout our network of more than 550 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development.  Our entrepreneurial culture fosters an environment...

Manages a group of associates who have underwriting responsibility for all middle market lines, responsibly growing strategy, talent, and business. This position will be located in our Denver, CO office under a hybrid work model. What You’ll Do: As an Underwriting Manager - Commercial Lines, you will oversee and guide the implementation and successful execution of our business strategy and uphold continuous improvement through leadership focused on process, problem solving, performance, partnering, purpose and people. In addition, you will: Manage the day-to-day underwriting operations while providing technical guidance to a team of underwriters. Recommend and implement changes to improve productivity, growth, profitability, and quality, as well as monitor effectiveness of these policies and procedures. Interpret underwriting guidelines for larger or more complex files. Handle difficult underwriting inquiries through direct personal action. Coordinate and...

As the Account Executive (AE), you will work with a group of Sales Executives and Account Managers in support of assigned accounts, and you will primarily be responsible for managing and retaining those accounts. Your role will typically involve overseeing matters related to coverage applicability, exposure evaluation, contractual requirements, and program design. Additionally, you will provide proactive consultation to clients, coordinate risk control resources when needed, and negotiate coverage terms and conditions with carriers. Lastly, you are expected to identify upsell and cross-sell opportunities, supporting Sales Executives with new business. In this role, you will: Work alongside and cooperatively with Sales Executives. The Sales Executive has primary responsibility for client relationship management and initiating new sales, while the AE has primary responsibility for retaining the account, acting as the account advocate and broker-consultant.  Ensure Sales...

Porch Group is a leading vertical software and insurance platform and is positioned to be the best partner to help homebuyers move, maintain, and fully protect their homes. We offer differentiated products and services, with homeowners insurance at the center of this relationship. We differentiate and look to win in the massive and growing homeowners insurance opportunity by 1) providing the best services for homebuyers 2) led by advantaged underwriting in insurance 3) to protect the whole home. As a leader in the home services software-as-a-service (“SaaS”) space, we’ve built deep relationships with approximately 30 thousand companies that are key to the home-buying transaction, such as home inspectors, mortgage companies, and title companies. In 2020, Porch Group rang the Nasdaq bell and began trading under the ticker symbol PRCH. We are looking to build a truly great company and are JUST GETTING STARTED. Job Title:   Retention Specialist Location:...

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 RN Field Case Manager This Field Case Manager will cover our Denver, CO area and must live in this area in order to be considered. Must be an RN and prefers 1.5 years of prior Field Case Manager workers compensation experience. PRIMARY PURPOSE OF THE ROLE: Sedgwick Field Case Managers work face to face with their injured workers and medical providers t o facilitate; though advocacy, progressive medical treatment, and timely return-to-work; while acting...

The Territory Manager’s responsibilities include presenting our products and services to our existing and prospective agency force, identifying specific consumer characteristics, and recommending ways to promote and sell our products. To be successful in this role, you should have excellent communication skills and be highly motivated to meet or exceed new business submission, quotation, profitability, and production goals for your assigned territory. Ultimately, this position will help us grow our customer base and establish our reputation in your assigned region, as well as the underwriting of profitable small business accounts online. Superior time management, sales acumen, problem solving, and organization is required of this individual to successfully accomplish these goals. This is a fully remote opportunity handling a territory that includes Colorado and Utah. Responsibilities: Territory Management / Sales and Marketing (50%) Call on prospective agencies,...

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. The Account Manager, Real Estate will assist the Account Executive, Broker and Producer with marketing and servicing of new and renewal business for the Real Estate team. The Account Manager will coordinate with production team and insurance carriers to facilitate a successful client renewal. Duties & Responsibilities:    Work to plan and prepare the renewal strategy meeting with A/E for both internally and with   Prepare the...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  Individual contributor responsible for the overall management, business development, analysis and monitoring of a highly complex book of business of Surety accounts. Recognized as a technical expert in an underwriting specialty. Under general management direction, works within broad limits of authority on assignments requiring a high degree of technical complexity and coordination. May have regional, industry segment or company-wide scope. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Works on highly complex underwriting risks employing diagnostic and systematic analysis to assess...