50 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...

New Business Specialist provides support to the sales team when processing client applications across several lines of business. This role needs to ensure questions and applications are answered thoroughly meeting guidelines and compliance standards.   Job Duties and Responsibilities (Essential Job Functions)   Common job activities are listed below; actual position responsibilities may vary. Refer to your manager or human resources for specific duties and performance expectations.   Review each issuance to ensure underwriting guidelines or for compliance purposes. (20%) Enters information into Agency Management System following company guidelines. (20%) Completes processing of application using established guidelines. (10%) Follows up with agent for any trailing documents required by carrier. (10%) Submits and issues new business policies with carriers. (20%) Follows up in agency management system to ensure policy downloaded or was entered correctly...

Responsible for reviewing client’s renewals, looking into premium increases, identifying any gaps in coverage or coverage errors or omissions, and remarketing accounts as needed. Job Duties and Responsibilities (Essential Job Functions) Common job activities are listed below; actual position responsibilities may vary. Refer to your manager or human resources for specific duties and performance expectations. Review and compare client’s current policies with their renewal policies and investigate the reason for any major increases in premium. (30-40%) Advise client’s regarding insurance coverages and risk management issues. Identify any additional insurance needs, gaps in coverage or possible incorrect/outdated information. (20‑30%) Requote client’s policies as needed or as requested. Send applications/cancelation forms, issue new policies and enter information into the agency management system as needed. (20-30%) Stay up to date on carriers’ policies, packages,...

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 Executive to join our growing Property team in Minneapolis, MN . Designs, markets, and implements complex insurance programs on behalf of clients, with primary focus on property and related first-party insurance products.  Conducts strategic planning meetings with clients to discuss and recommend risk management programs.  Coordinates services between the client and the insurance company and provides day-to-day consulting and client advice.  Periodically functions as the overall Engagement Leader or Executive responsible for the account.  Delegates to others and responsible for providing leadership and potentially management to ensure all tasks are performed in a satisfactory manner by all involved.  How You Will Contribute Develops knowledge of a client’s business and industry 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 Employee Benefits Producer to join our growing team in Minneapolis, MN .  The Employee Benefits Producer is responsible for increasing sales volume by developing new client relationships and expanding existing accounts. This role focuses on generating new business opportunities, managing the end-to-end sales process, and ensuring client retention through consistent relationship management. The Producer collaborates with internal team members to deliver exceptional customer service and provide tailored benefits solutions that meet client needs and drive satisfaction. How You Will Contribute:   Build a network of professional relationships, identify new leads, and qualify opportunities that meet company standards as prospects. Establish, cultivate, and manage customer relations with clients, as...

Company Description WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, WTW has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at  wtwco.com .   Description The  Client Advocate  (Large and Complex Segment) role is a senior client-facing role responsible for directly supporting the Construction Commercial Property and Casualty insurance client relationship management efforts, leading placement and broking functions, and coordinating all service activity at the program level. As a vital...

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 a RV Mechanical Claims Adjuster to join our growing team in Bloomington, MN ! As an RV Mechanical Claims Adjuster , you will manage mechanical and ancillary claims. Your responsibilities include investigating failures, determining coverage, supporting the vehicles restoration process, and negotiating repairs. You’ll provide compassionate customer service and work closely with a team of adjusters to deliver a seamless claims experience. How You Will Contribute: Assess coverage, determine liability, and evaluate damages. Communicate regularly with customers via phone, email, and text. Utilize digital platforms and tools to manage and resolve claims. Negotiate fair repairs with claimants, third-party facilities, and vendors. Document claims activity and decisions accurately within...

Company Details   We’re a member company of W. R. Berkley Corporation, an A. M. Best A+ rated Fortune 500 holding company. Berkley is comprised of individual operating units that serve a defined insurance market segment. Berkley Risk is focused on providing self-insured entities program administration services and insurance operations which can include taking or sharing risk using Berkley paper. This capability allows us to customize both an insurance company option and a purely administrative option for our customers. Responsibilities Responsible for managing a caseload consisting of incoming and more complex workers’ compensation cases including extended disability cases, litigation, employer’s liability claims, and assigned claims.  Responsible for all technical aspects of claim management for assigned files including compliance with all established performance guidelines. Investigate claims and make appropriate...

Company: Marsh McLennan Agency Description:   Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. Its a result of hard work by extraordinary people. More than 11,000 of 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 thrive as a Senior Private Client Advisor at Marsh McLennan Agency Private Client Services National team. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the worlds leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Senior Private Client Advisor on the...

Description Summary: Responsible for generating and expanding client relationships by providing expert payment solutions and recommendations in the small business space from $0-$3 million.  You will also partner with branches to identify new sales opportunities for merchant services while also coaching branch staff, calling on prospects/clients, managing leads, making presentations, closing sales, managing appointments and schedules, attending leadership meetings and keeping your partners engaged in your referrals and calling efforts. For this role, candidate must be located in the Minneapolis, MN area. Duties and Responsibilities: Actively prospect and build relationships with new clients, converting leads into valuable partnerships.  Sell a range of solutions (Visa, Mastercard, Amex, Discover, check processing, gift cards, ACH) and navigate complex hardware and software needs. Build pipeline,...

Description Job Summary The Treasury Management Service Specialist I provides onboarding, maintenance, and day‑to‑day service support for Business Banking and Commercial clients. This role supports clients with core to moderately complex treasury needs, is designed as the foundational entry point into the Treasury Management Service Specialist career path, and focuses on executing standard implementations, supporting client adoption, and resolving routing service issues while building the skills required to progress into more complex treasury work. The TM Service Specialist partners with Relationship Managers, Treasury Sales, Operations, and Product teams to deliver accurate implementations, timely service, and a positive client experience. Key Responsibilities Client Onboarding & Implementation Execute standard treasury onboarding, implementation, and product maintenance for Business Banking and...

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 Director of Claims ***Hybrid work schedule -3 days in office*** Are you looking for an opportunity to join a global industry leader where you can bring your big ideas to help solve problems for some of the world’s best brands?  ARE YOU AN IDEAL CANDIDATE?   To be responsible for the technical and operational functions within assigned office(s) including compliance with company standards and industry best practices; to ensure consistent delivery of quality...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. The Canopy Group is seeking a Commercial Lines Sales to join our growing team in Minnetonka, MN. Our energetic agency conducts ongoing successful marketing campaigns, generating numerous incoming leads for our producers every month. A successful candidate maintains a P&C license, is a team player with superior communication skills and thrives in a fast-paced work environment. How You Will Contribute: Act as a consultant to prospective and current clients. Fast-paced work in getting quotes out to prospects while staying in the sales process guidelines. Ability to learn and utilize company-approved software and business system applications. Ability to analyze data, insurance policies, loss runs, and financial statements. Ability to work within a regulatory environment. Organizational skills with discipline and...

Description Summary: HFA Service Specialists II provides client relationship building partnerships with Advisor(s) and is responsible for the day-to-day activities and interaction between the client and Huntington, in terms of the establishment, documentation and maintenance of the relationship.  ​ Duties and Responsibilities: Day to day activities and interaction between the client and Huntington in terms of establishment, documentation, maintenance and servicing of the relationship, including the Digital Experience. ​ Services customers by providing detailed information on specific accounts and building rapport.  Responsible for identifying, researching, analyzing and resolving complex problems with accounts. ​ Works directly with the client and/or relationship manager to obtain financial information or other documentation needed for new accounts, loans and servicing requests. ​ Responsible for...

The Account Manager is responsible for interacting with customers on an executive level and acting as an extension of the client; understanding and communicating agreed upon expectations to field offices and increasing the market share of business by providing service that meets and exceeds customer expectations, stewardship reporting, commitment to customer goals, and introducing/selling/implementing additional services. This is a hybrid position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Provide consultative customer services for one or more new or established accounts Introduce new services independently or with assistance as needed Handle local or regional accounts Manage accounts with revenue in one region and a minimum revenue amount of $1m per account with a combined revenue for all accounts of over $3m. Revenue growth with existing accounts Accounts Receivable - Responsible for all aspects of collections in conjunction with the respective operations...

Company: Mercer Description: We are seeking a talented individual to join our Health & Benefits team at Mercer. This role will support markets in Chicago, Minneapolis or Southfield. This is a hybrid role that has a requirement of working at least three days a week in one of these offices. As a   Senior Lead Health & Benefits Consultant , you will manage and advise client accounts for our large market employers 2000+ lives regarding their medical, dental, life, and disability benefit plans and programs. You will the subject matter expert to our clients and negotiate with benefits carriers and vendors to secure health and welfare plan coverage, acting as the primary consultant and relationship manager for our clients. We will count on you to: Lead complex client engagements, managing overall service delivery, strategy, financial evaluations, plan design, renewals, business placements, benchmarking, and other studies. Develop sophisticated benefits design...

Company: Marsh McLennan Agency Description: Client Manager – Private Client Services 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 drives 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 a Client Manager 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 (NYSE: MRSH). A day in the life. The Personal Lines Client Manager will work with Producers and other Personal Lines Client Service...

MSIG USA continues to grow!  Company Overview: MSIG USA is the US-based subsidiary of  MS&AD Insurance Group Holdings, Inc. , one of the world’s top P&C carriers and a global Class 15 insurer, with A+ ratings and a reach that spans 40+ countries and regions. Leveraging our 350-year heritage, MSIG USA brings the financial strength, expertise, and global footprint to offer commercial insurance solutions that address your business’s unique risks. Summary/Job Purpose: Underwrites profitable property business on a nationwide basis in accordance with Corporate goals. Essential Functions: Selects and underwrites complex property risks within delegated underwriting authority. Reviews applications and requirements to determine acceptability of risk in accordance with Company guidelines and standards. Perform all aspects of the underwriting process and due diligence including review and analysis of financial documents and individual risk factors....

  Our Retirement team combines expertise in retirement, actuarial, compliance and administration consulting to support global organizations worldwide in designing, managing, administering, and communicating all types of retirement plans. Whether a client has a defined benefit pension, and/or a defined contribution plan, we collaborate with the organization to determine the right approach to design, funding, investing, governing, compliance, administration and employee engagement that fits their specific goals. You will contribute to our national project delivery team and make a valuable difference every day to our high-profile client organizations focusing primarily on defined contribution plans. One of the fastest growing areas of our retirement business is assisting clients with various special projects requiring defined contribution expertise.  You will have the opportunity to significantly enhance your knowledge of all aspects of benefit plan compliance, design and...

To provide day-to-day service and support to specifically assigned new and existing VIP clients of the Agencies business such that objectives for profitability and growth are met.   Job Duties and Responsibilities (Essential Job Functions) Support sales programs and long-term objectives to enhance business strategy and achieve goals relative to profitability, cost control and organizational effectiveness. (30-40%) Support Sales team for new business. Research and answer calls and emails from clients, producers, carriers and third parties. Advise clients regarding insurance coverage and risk management issues. Process policy changes, renewals, and cancellations. Handle claims and billing inquiries. Foster and maintain good working relationships with Agency Producers and insurance company underwriters. Perform annual account reviews for each assigned client (30-40%) Work with existing clients to round accounts by identifying additional needs, providing...