32 assistant account executive jobs found

CopperPoint has an exciting opportunity for a Business Process Lead. In this role, you will be responsible for analyzing, designing, and optimizing workflows across CopperPoint’s insurance operations to improve efficiency, reduce costs, and enhance overall customer experience. The Business Process Lead will play a critical role in identifying process bottlenecks, evaluating, and implementing automation opportunities where appropriate, and ensuring workflows remain compliant with regulatory standards. This position is ideal for a continuous improvement professional who is passionate about driving operational excellence and delivering meaningful, measurable results across the organization.   Job Responsibilities Workflow Analysis & Design: Map current-state processes across underwriting, claims, operations, and policy administration for all journeys and workstreams. Identify inefficiencies, redundancies, and compliance risks. Establish ground rules...

About Us  We’re not like other insurance companies. From our specialty products to our business model, our culture to our results — we’re different. Different is who we are, and how we work, interact, deliver and succeed together. Creating a different and better insurance experience doesn’t just happen. It takes focus and a shared passion for going beyond the expected to forge relationships and deliver care that makes a difference. This approach rises from and is supported by our talented, ethical and smart team of employee owners united around a single purpose: to work alongside our customers and partners when they need us, in unexpected ways, with exceptional results. Apply today to make a difference with us.  RLI is a Glassdoor Best Places to Work company with a strong, successful background. For decades, our financial track record has been stellar — a testament to our culture and validation of our reputation as an excellent underwriting company....

Job Responsibilities and Requirements The National Client Executive is accountable for all aspects of the customer experience with assigned national clients as well as managing and owning the overall client relationship.  As the lead of a team of professionals, they will deliver on our promises, fully leverage the power of our service capabilities to exceed expectations and problem solve for custom client needs.   They will review the financial metrics, retention and growth of the assigned block.  The National Client Executive will serve as a subject matter expert to our clients regarding Disability, Life, FML, State Leaves, and Company Leaves (Paid and Unpaid) as well as ADA. Typical group size is 2000+ lives.    Retention/Cross selling Drives the client renewal strategy for premier client base, with input from sales and/or practice leaders. Provides comprehensive service and directly assists in profitably growing the company’s top consulting base. Leads...

Position Title Branch Banking - Client Consultant II   Location Phoenix, AZ 85012   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: 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...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Arrowhead’s Manufactured Housing Program is seeking a high-performing Account Executive to join our team. This individual will provide technical and strategic support to our Producers and will provide consultation and technical support as the first point of contact for customers. Arrowhead’s Manufactured Housing Program offers Property & Liability for manufactured home communities, dealers, and RV parks, with enhanced coverage for the industry’s unique exposures. This program is accessed through contracted Independent Insurance Brokers. Arrowhead’s Manufactured Housing Program offers a benefits and compensation package that meets today’s most important needs and includes: A challenging and stimulating career that provides growth and development. Group medical, dental, vision, life, and disability benefits. Paid time off...

This is an opportunity to join Ascot Group - one of the world’s preeminent specialty risk underwriting organizations. Designed as a modern-era company operating through an ecosystem of interconnected global operating platforms, we’re bound by a common mission and purpose: One Ascot. Our greatest strength is a talented team who flourish in a collaborative, inclusive, and entrepreneurial culture, steeped in underwriting excellence, integrity, and a passion to find a better way, The Ascot Way. The Ascot Way guides our people and our organization. Our underwriting platforms collaborate to find creative ways to deploy our capital in a true cross-product and cross-platform approach. These platforms work as one, deploying our capital creatively through our unique Fusion Model: Client Centric, Risk Centric, Technology Centric. Built to be resilient, Ascot maximizes client financial security while delivering bespoke products and world class service — both pre- and post-claims....

Position Title Branch Banking - Client Consultant I   Location Prescott, AZ 86305   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 questions, problems...

Position Title Branch Banking - Client Consultant I (Part-Time)   Location Mesa, AZ 85206-3736   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 questions,...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Pumpkin   is a subsidiary of Independence Pet Holdings (IPH).   Pumpkin,   promises uncompromising care to the cats & dogs we love unconditionally. By helping prevent future health risks and ensuring access to gold-standard veterinary medicine and individualized support when it matters...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Pumpkin   is a subsidiary of Independence Pet Holdings (IPH).   Pumpkin,   promises uncompromising care to the cats & dogs we love unconditionally. By helping prevent future health risks and ensuring access to gold-standard veterinary medicine and individualized support when it matters...

Position Title Branch Banking - Client Consultant I - Float   Location Chandler, AZ 85224-3499   Job Summary A 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: 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...

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   Commercial Lines Account Executive   to join our growing team in   Phoenix, AZ!     The Commercial Lines Account Executive is the main client contact for an assigned book of business, uses appropriate judgment and decision-making skills to provide service for customer accounts and transactions, in support of the production and retention of the business. This position is responsible for building, expanding, and solidifying relationships with clients at all levels within the company and leading appropriate resources to address the client’s needs, including risk identification and resolution of underwriting or policy issues, accounting issues, claims issues, etc.         How You Will Contribute:     Manage and service medium to large commercial...

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   Employee Benefits Account Manager   to join our growing team in   Phoenix, AZ!         The Account Manager is primarily responsible for open enrollment coordination and day to day servicing.  Account Managers work closely with Account Executives and Producers to ensure that client expectations are met while adhering to the service model.     How You Will Contribute:     Serve as the primary service contact for clients and coordinate with necessary parties. Build and maintain strong broker and client relationships. Manage daily operations and tasks for assigned accounts. Meet all required licensing and enrollment timeline requirements. Coordinate with vendors and carriers to support enrollment processes and resolve issues. Address client...

Company Details     Berkley Oil & Gas, (a W.R. Berkley Company) is an insurance underwriting manager providing unique property and casualty products and risk services to customers engaged in the energy sector.  Our customers recognize the importance of the expertise we provide and appreciate the opportunity to work with professionals who understand their business.  We are in turn committed to delivering innovative products and exceptional service to them, our valued agents and brokers, Berkley Oil & Gas is dedicated in its efforts to be well-informed of the changing dynamics of the industry; support industry efforts to minimize and mitigate risks and hazards in the ‘oil patch’, and to constantly seek ways to improve our products and services to meet customer needs.   Company URL:  https://berkleyoil-gas.com/   The company is an equal opportunity employer. Responsibilities The Associate Actuary’s role is to...

Position Summary The Associate Underwriter supports Wholesale Commercial Lines Underwriters by managing the renewal and policy lifecycle for a small business wholesale book of business. This role is execution‑focused and responsible for high‑volume renewals, submission review, policy processing, and coordination with internal and external partners including brokers and carriers. This position is ideal for candidates with prior experience as an Associate Underwriter, Underwriting Assistant, Commercial Lines CSR, or Account Manager within a wholesale, MGA/MGU, E&S, or commercial carrier‑aligned environment either on the wholesale or retail side. Office Location: Initial training will be 5 days per week in our Phoenix office with a hybrid schedule offered post training once fully engrained in the role. Our Phoenix office is located at 5410 East High Street Suite 200 Phoenix, AZ 85054. What will your job entail? Key Responsibilities: Manage a structured renewal...

Position Title Branch Banking - Client Consultant I - Float   Location Sedona, AZ 86336   Job Summary A 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: 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...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Pets Best,  a subsidiary of IPH, offers pet insurance and wellness plans for dogs and cats in every state. Founded in 2005 with a mission to provide access to comprehensive animal healthcare at an affordable price, Pets Best delivers flexible coverage, an easy claims process, and excellent customer service....

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Pets Best,  a subsidiary of IPH, offers pet insurance and wellness plans for dogs and cats in every state. Founded in 2005 with a mission to provide access to comprehensive animal healthcare at an affordable price, Pets Best delivers flexible coverage, an easy claims process, and excellent customer service....

Objective:    This role blends the sales position and responsibilities with those of a typical Account Executive position. Your focus is to enhance relationships with clients, staff, and carriers. The Account Executive will function as the team lead, and salesperson, supporting their Producer(s) in providing a dynamic spectrum of innovative strategies to develop and maintain customer’s insurance and risk management needs. This role requires an individual who can effectively balance multiple and competing priorities.      Responsibilities Include, But Not Limited To:    Total account responsibility, while utilizing Assistants for endorsements, follow-up, claims, etc.   Respond to clients same day via email or phone.    Account Management – all duties usual to an Executive Account Manager.   Independently managing account issues and problems and providing solutions   Thorough analysis of forms, policy terms, conditions,...

Position Title Branch Banking - Client Consultant I   Location Phoenix, AZ 85028-6005   Job Summary A Branch Banking Client Consultant I provides 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: 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. C lient...