116 agency success manager jobs found

Why Openly Openly is rebuilding insurance from the ground up. We are re-envisioning and enhancing every aspect of the customer experience. Doing this requires a rapidly growing team of exceptional, curious, empathetic people with a wide range of skill sets, spanning technology, data science, product, marketing, sales, service, claims handling, finance, etc. The Openly Difference We created Openly because we saw an evident gap in the market for premium insurance made simple. Consumers deserve more complete coverage at competitive prices. The Price Difference : Using cutting-edge data and technology, we provide you with customizable, competitive prices to protect your most valuable assets. The Policy Difference: Coverages are truly customizable to meet your individual protection needs, for both standard coverages and optional add-ons. The Experience Difference: From tailored claims handling to highly responsive customer service, we are...

Description Summary: Our Enterprise Data and Analytics team is growing, and we’re looking for an outstanding Data Program Senior Manager to join our team. The Data Program Senior Manager provides leadership to the business area in the implementation of the Agile methodology and product development. This role is responsible for managing the development of software applications and other digital products. This position works with a team of developers, designers, quality assurance specialists, etc., to ensure that projects stay on track, meet their deadlines, and stay within budget. The Data Program Senior Manager is also responsible for managing and developing a team of project managers, SCRUM masters, and other data-centric project resources. Duties and Responsibilities: Coach, train, and educate team members on principles and practices of Agile in collaboration with Scrum Masters and Agile Coaches.  Work...

Description Summary: The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties as...

Description This employer will not sponsor applicants for the following work visas: F-1 student, H-1B worker, O-1 worker, TN worker, E-3 worker. Applicants must be currently authorized to work in the United States on a full-time basis. Incident Management Analyst Role summary Supports the Incident Management manager by coordinating incident communications, documentation, metrics reporting, RCA artifact collection, and corrective action tracking for BSA Product incidents. Key responsibilities Maintain incident logs, timelines, and communications artifacts; ensure completeness and consistency across stakeholders. Support incident bridges and updates: capture decisions, actions, and status; publish business-ready summaries. Track RCA and corrective actions to closure; maintain dependency/action logs and escalate slippage risks. Produce incident metrics and trend reporting (severity counts, recurrence,...

Description Summary: As a Commercial Portfolio Manager– CSG Corporate Mortgage Finance , you will be responsible for underwriting CMF Lending facilities, assisting with legal documentation reviews as well as monitoring client performance to ensure compliance with the Policies and Procedures of Huntington’s Corporate Mortgage Finance Group (CMFG).    This position reports to the Portfolio Management Team Leader. In this role, as a Portfolio Manager, you will be performing the following responsibilities: Portfolio Management:  Structure, underwrite, and close complex direct lend bilateral and/or syndicated asset- backed credit facilities to include mortgage warehouse lines, mortgage servicing assets and other mortgage related asset-backed and SPE collateralized credit facilities Ensure all relationships and transactions in your assigned portfolio are in strategic alignment with the risk profile and...

Company: Marsh McLennan Agency Description: JOB TITLE: Senior Benefits Account Manager JOB TYPE: FLSA Non-Exempt SUMMARY: The Senior Benefits Account Manager position is a vital contributor to the client services team.  The successful candidate will be experienced with strong employee benefits insurance account (broker) support.  This position is set apart as a lead or expert “power user” for a given account team.  ESSENTIAL DUTIES & RESPONSIBILITIES: Data Entry Utilize agency management systems to conduct data entry Documentation Benefit Point & ImageRight Enter client data into Benefit Point adequate to complete following: RFP’s Prospect/opportunity Report Update Client Rates and Plans tab with final agreed information within 5 workdays of client acceptance of renewal or new business presentation Customer Service Provide support for Account Executive through duties and responsibilities listed this Job Description and...

Description Detailed Description Section (bullet points): Summary: The Industry Banker -Industrials is a Director-level position within several Industry teams in Huntington’s Corporate Bank.  The role is to provide industry-specific marketing, structuring, and credit guidance to bankers operating in our regional Middle Market and Business Banking teams.  This individual will be a part of our Corporate Banking Industry team and will report directly to the Industry Head.  Deal focus will be new transactions within Industrials vertical including Power and Utilities, Environmental Services and Aerospace and Defense.  Success will be measured by production results, portfolio quality and fee generation in the Middle Market.  We are looking for experienced bankers in Industrials. Please note: This position is available to be filled at any Huntington Bank Corporate office locations.  Duties and Responsibilities:...

Description Job Description Summary Lead the engineering organization that powers Huntington’s Transactional Data Service (TDS)—the enterprise platform that unifies transaction data for secure, scalable API consumption across Commercial/Treasury. Own strategy-to-execution for roadmaps, staffing, delivery, and financial transparency; build a high-performing team on GCP; and drive reliability, data quality, and observability. Partner with Product, Enterprise Payments, and strategic vendors to take TDS to GA, accelerate client onboarding, and expand coverage across payment rails and reporting. Establish engineering standards, reusable patterns, and a developer experience that shortens time‑to‑market while meeting compliance and controls. Duties and Responsibilities: Partner with Product and Enterprise Payments to define and execute TDS technology strategy and roadmap. Own end-to-end...

Description Summary: The Industry Banker is a Director-level position within several Industry teams in Huntington’s Corporate Bank.  The role is to provide industry-specific marketing, structuring, and credit guidance to bankers operating in our regional Middle Market and Business Banking teams.  This individual will be a part of our Corporate Banking Industry team and will report directly to the Industry Head.  Success will be measured by production results, portfolio quality and fee generation in the Middle Market.  We are looking for experienced bankers in the following industries to fill this position: Healthcare, Financial Institutions, Franchise and Restaurants, and Industrials. Please note: For this role, Financial Institutions experience is highly preferred. Job must be onsite and can only be filled in one or multiple locations. Preferred locations are Chicago, Columbus, OH New York, NY, Houston...

Overview AmTrust Financial Services is seeking a Regional Sales Manager responsible for the marketing and sales of Workers Comp, BOP, Commercial package, and other specialty lines coverages to independent agencies. We are looking for a collaborative Sales Leader with strong communication skills and the ability to read, analyze and champion for our strategic initiatives and goals. Consistently delivers on AmTrust revenue goals and demonstrates a vision for sales success within our framework of corporate values.    This is an outside sales position, which may require extensive travel throughout the territory of Ohio and other states as necessary. Responsibilities Sets appointments and conducts face-to-face meetings with independent insurance agencies and brokers throughout the assigned territory. Executes territory marketing strategy to drive new business premium growth Works closely with underwriting to monitor and...

Description Overview The Group Product Manager for Pricing leads the strategy, development, and performance of the bank’s enterprise pricing frameworks within the Treasury Management (TM)organization. This senior leader oversees a portfolio that includes pricing optimization tools, earnings credit rate (ECR) strategy, account analysis, and pricing governance across all TM service offerings.  This role blends product mastery, financial acumen, and cross‑functional leadership to ensure the bank delivers competitive and profitable services. Key Responsibilities Product Strategy & Portfolio Leadership • Own the multi‑year product strategy for TM pricing and profitability frameworks. • Lead a team of product managers responsible for ECR and account analysis surrounding TM services. • Monitor market trends, regulatory developments, and competitive dynamics to inform product direction and pricing strategy....

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Job Description Summary As a member of the Actuarial Enterprise Risk Management team, you will play a critical role in supporting initiatives that enable Nationwide Financial’ s core business segments to achieve sales and profitability targets. In this role, you will support Capital reporting, forecasting and management through initiatives that leverage Nationwide’s balance sheet and ensure strong risk management and governance. Reporting Relationships Reports to Sr Director – NF Actuarial ERM About the Role Capital and Product Expertise:  Analyze results across all NF product...

Description Summary: The Industry Banker -Healthcare is a Director-level position within several Industry teams in Huntington’s Corporate Bank.  The role is to provide industry-specific marketing, structuring, and credit guidance to bankers operating in our regional Middle Market and Business Banking teams.  This individual will be a part of our Corporate Banking Industry team and will report directly to the Industry Head.  Success will be measured by production results, portfolio quality and fee generation in the Middle Market.  We are looking for experienced bankers in Healthcare Lending. Please note: This position is available to be filled at any Huntington Bank Corporate office location.  Duties and Responsibilities: Proactively work with Middle Market bankers and leadership to deliver industry-expertise and guidance to locally managed clients in order to develop and deepen relationships with...

Description The Private Bank Group Regional Manager is a senior leadership role responsible for driving strategic growth, operational excellence, and client experience across multiple regional markets within the Private Bank. This individual will lead a team of Private Bank Regional Market Managers and ensure alignment with the overall goals of the Private Bank, which includes both banking and investment product offerings. The role requires a dynamic leader with deep expertise in wealth management, banking, and investment services, as well as a proven ability to lead high-performing teams. Key Responsibilities Leadership & Strategy - Lead and manage a team of Private Bank Regional Market Managers across the division. - Develop and execute divisional strategies to grow market share, deepen client relationships, and enhance profitability. - Collaborate with the Director of the Private Bank to align...

Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties...

Description Summary: The Industry Banker -Franchise and Restaurant is a Director-level position within several Industry teams in Huntington’s Corporate Bank.  The role is to provide industry-specific marketing, structuring, and credit guidance to bankers operating in our regional Middle Market and Business Banking teams.  This individual will be a part of our Corporate Banking Industry team and will report directly to the Industry Head.  Success will be measured by production results, portfolio quality and fee generation in the Middle Market.  We are looking for experienced bankers in Franchise and Restaurants. Please note: This position is available to be filled at any Huntington Bank Corporate office location.  Duties and Responsibilities: Proactively work with Middle Market bankers and leadership to deliver industry-expertise and guidance to locally managed clients in order to develop and deepen...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary The Client Manager will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client’s employee benefits program supports their financial and organizational goals, and providing renewal management with oversight, guidance, and input from other senior members of the team. This also includes growth on the current book of business, an understanding of the client’s business, and a minimum of 95% retention and client satisfaction rating. Essential Functions Quality, Client Service & Expertise Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines. With oversight, guidance and input from the CE/Producer: Participate in annual...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. A Day in The Life Responsible for servicing an assigned book of business which varies based upon client needs, account complexity, and client structure. Serves as the main point of contact for all existing clients, centers of influence and assigned book of business; responds to all service requests inclusive of billing inquires and coverage options. Ensures all client service needs are delivered in a timely and professional manner throughout the year by responding to requests as submitted in accordance to agency standards. Maintains accurate account files, records, and documentation in accordance with the agency standards; confirms in writing all relevant contacts, communication, suggestions, advice, etc., with clients, carriers and other applicable parties and attaches documentation...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Please Note: This position is open to working remotely in the United States. #LI-SJ1 Job Description Summary Are you a proven leader with strategic, creative and technical commercial product and underwriting skills? Do you have deep insights into the insurance industry and competition with the ability to translate those insights into strategic and technical underwriting practices and partner with Underwriting Leaders to implement the practices across...

Support the 4-Pillars of Success: Client Retention, Sales Facilitation, Employee Development and Maximization of Profit Margin Plan and direct staff to appropriately manage business needs Mentor/train/coach Supervisors Assist in handling client and sales escalations Work with fellow managers to ensure consistency is achieved throughout the service model Assist Supervisors with the handling of performance issues Foster a cohesive relationship with sales partners Oversee interviewing and hiring for the office Motivate and engage staff to work efficiently and cohesively Identify methods to improve processes and increase efficiency and implement as directed Other tasks as assigned or requested What are the requirements? Must have in-depth knowledge and understanding of the Payroll process A minimum of 2 years proven leadership experience Strong written and interpersonal...