39 assistant client manager jobs found

Responsibilities Build, maintain, and grow a book of business Manage agency relationships and serve as lead client contact Create and execute marketing plan to increase new and renewal business Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as well as new business Develop and submit underwriting referrals to company brokerage facilities and Burns & Wilcox management   Monitor key metrics to formulate corrective action impacting new business hit, renewal retention, premium growth, and loss ratio Lead, train, and develop Assistant and Associate Underwriters Qualifications Bachelor’s degree or equivalent combination of education and experience   Minimum 3 years of commercial lines underwriting or brokerage experience required, excess & surplus experience preferred Demonstrated proficiency in sales and marketing...

Position Title Branch Banking - Client Consultant I (Part-Time)   Location Angola, IN 46703   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...

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship.  We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together.  Come be a part of this journey with us as we champion lives! The Business Support SFTP Specialist provides critical operational support to the New Business and Underwriting teams, with a primary focus on SFTP (Secure File Transfer Protocol) onboarding, maintenance, and technical troubleshooting for mutual clients. This role ensures the accuracy and integrity of customer data by analyzing submitted documents, updating administrative systems, and coordinating the successful implementation of file-transfer processes. Serving as the main point of contact for both internal teams and external vendors, the SFTP Specialist manages...

Description This role is primarily remote in the state of Indiana except for required appearances.   At Liberty Mutual, we’re committed to delivering exceptional legal services to our customers around the world, working to uphold and protect our policyholders’ rights and positively impacting our business. As an Attorney at Liberty Mutual, you’ll join a diverse team that values a healthy work/life balance and enjoy benefits that include eligible performance bonuses, 20 days of flexible time off each year, personal holidays, and a 401(k) plan with matching contributions. If you’re looking for a place to build a long-term career while making a positive difference, consider joining our legal team where you’ll represent Liberty Mutual and our policyholders in moderately complex civil litigation matters involving claims for monetary damages or compensation for personal injuries or property damage of moderate value.   Liberty Mutual is seeking a skilled and...

Job Title: Accountant II - Affiliates FLSA Status: Exempt Job Family: Affiliates Department: Finance - Affiliates Location: Corporate Office (Fort Wayne, IN) JOB SUMMARY Responsible for the overall control of assigned company’s Affiliates’ financial records by controlling the input of financial transactions, verifying the accuracy of financial ledgers, providing timely and accurate management reports, and maintaining appropriate company cash levels. Also, perform and participate in financial analysis and technical reviews for existing strategic investments and proposed ventures related to the Affiliates. POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Prepare invoices and deposits for processing along with required journal...

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship.  We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together.  Come be a part of this journey with us as we champion lives! The Case Manager plays a critical role in ensuring the efficient progression of cases through New Business and Underwriting processes. Acting as a liaison between internal teams and external partners, this role demands a high level of urgency, clear communication, and relationship-building to consistently exceed customer expectations. This role's objective is to exceed customer expectations through high-impact communication and being an advocate for their sales partners while navigating business needs.  What you will do: Build and maintain trust with producers...

Position Title Branch Banking - Client Consultant I (Part-Time)   Location Fort Wayne, IN 46805   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...

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 Benefit Liaison Our teams connect! We collaborate onsite and have a hybrid work arrangement. All candidates must live near one of these Centers of Excellence:   Indianapolis, IN: 8909 Purdue Road Suite 501 Indianapolis, IN 46268  Dubuque, IA   : 4141 Westmark Drive, Dubuque, IA 52002  PRIMARY PURPOSE : To coordinate activities of absence programs for specific client; to assist/support Benefits Program Manager; to implement customer surveys; to assist in client...

PURPOSE:  This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country. As a Licensing Specialist the Shepherd family, you are responsible for administering carrier logins and assist in agency licensing process. You will also provide direct support in the agency acquisition process. This will include monitoring agency licensing contracts and carrier login information. In addition, you will provide general administration duties and agency management system technical assistance. RESPONSIBILITIES:  · Provide positive, prompt, accurate, and courteous service to clients and carrier contacts. · Maintain carrier contact list with active carrier contacts, but also prior acquisition contacts.  · Assist with...

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 an Employee Benefits A ccount Executive – Public Entity Team for our growing team in Carmel, IN ! Retain clients through servicing and management of client relationships both internally and externally. Collaborate with members of the department to deliver exceptional customer service, achieve client satisfaction, and support new business opportunities. How You Will Contribute:   Responsible for the day-to-day account management of an assigned book of business, including but not limited to responding to coverage questions; researching and resolving claims issues, enrollment and ID cards problems; processing policies and changes; providing coverage comparisons, premium breakdowns and claims runs; etc. Build courteous and successful relationships with clients, vendors and carriers to improve...

Who We Are   At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry   expertise , but we still   maintain   the local flavor of our offices. Our structure enables our teams to   maintain   their own unique, regional culture.   HUB is   one of   the   largest global insurance and employee benefits   brokers ,   providing   a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products   and services. With over   20 ,000 employees   in   over  6 00   offices throughout North America, HUB has   g rown substantially, in   part due to...

Company: Marsh McLennan Agency Description: Retirement Associate Consultant Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as an Associate Consultant within our Retirement Services team here at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH). A day in the life. We are looking for an energetic, positive person to join...

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...

Advisory Service Associate Who We Are At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture. HUB International is a leading global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, retirement, investment and wealth management products and services. With over 17,000 employees in 500 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. What...

Position Summary:   The  Personal Lines Insurance Account Manager will be responsible for managing a book of insurance business, marketing new and renewal business, and rounding out client accounts. In addition to client relationships, an Account Manager also maintains positive relationships with internal and external stakeholders. Supervisory Responsibilities:   None Essential Tasks: Assisting the Personal Lines Sales Producer in maintaining the client's insurance policies Preparing endorsements to send to the insurance carriers  Assisting with cancellations of policies Educates clients about coverages and make recommendations as needed to meet client insurance needs Handles renewals and remarkets as needed. Develop proposals and may present to clients. Handles or refers insured’s questions or delegates to appropriate team member Actively refers clients to Benefits and Commercial Lines departments for solicitation of new business Maintains detailed...

Who We Are At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture. HUB is a leading global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in over 500 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions What We Offer You At HUB International we want you to...

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   $2,500 Sign-On Bonus Payment Terms: $1,000 paid after 30 days of employment, $1,500 paid after 90 days of employment. Join America’s most trusted brand with over 100 years of service HOW WE REWARD OUR EMPLOYEES UNLIMITED Income Potential *Average Earnings $75,000 - $100,000 (base plus commissions) Pay Structure · UNLIMITED LEADS, at no cost · Elevated tiered commissions for the first 12 months · Annual Base Pay 25,000 (non-exempt, eligible for overtime) ACG offers excellent and comprehensive benefits packages:  · Medical, dental and vision benefits  · 401k Match  · Paid parental leave and adoption assistance   · Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays  · Paid volunteer day annually  ·...

Position Title Branch Banking - Client Consultant I   Location Fort Wayne, IN 46804   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...

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 Care Team Representative Entry-level, Care Team Representative Our teams thrive together! We collaborate in person and embrace a flexible hybrid work style. To join us, you’ll need to live near one of our dynamic Centers of Excellence📍 Indianapolis, IN: 8909 Purdue Road, Suite 501, Indianapolis, IN ✨ What we offer: A stable, consistent work environment —both in-office and virtual A comprehensive training program to help you support employees and...

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 an Account Manager to join our growing team in Ft. Wayne, IN .  The Account Manager provides account management and a high level of customer service excellence to our brokers and insureds and prospective insureds by assisting the Programs team. The Account Manager must be able to manage an organized desk and meet tight deadlines when needed, be detail-oriented, apply critical thinking and possess effective communication skills. How You Will Contribute: Respond to all inquiries within prescribed timelines; route calls elsewhere as needed. Manage renewal account list. Provide risk management and insurance guidance to custom account clients. Evaluate service requests from custom account clients and determine the best method to respond in compliance with standard industry protocols....