193 assistant insurance client manager jobs found

Company: Marsh McLennan Agency Description: JOB TITLE: Commercial Account Executive JOB TYPE: FLSA Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: Documentation Manage the Client Insurance Program, utilizing agency management system.  As a matter of routine, manages larger and more complex accounts than the Associate Account Executive.  Duties include those that are done directly (higher level) or accomplished through other resources (i.e. assigned Account Managers or external resources) and not limited to:           A point of contact with the Producer Initiate correspondence with the marketplace Act as a contact with vendors to ensure proper processing of requests necessary to effectively maintain the client’s insurance program Maintain positive client relationship and have the ability to analyze situations, make reasonable decisions and follow-through. Begin to demonstrate a consultative ability to instruct and guide the client Manage upcoming...

Company: Marsh McLennan Agency Description: JOB TITLE: Commercial Account Executive JOB TYPE: FLSA Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: Documentation Manage the Client Insurance Program, utilizing agency management system.  As a matter of routine, manages larger and more complex accounts than the Associate Account Executive.  Duties include those that are done directly (higher level) or accomplished through other resources (i.e. assigned Account Managers or external resources) and not limited to:           A point of contact with the Producer Initiate correspondence with the marketplace Act as a contact with vendors to ensure proper processing of requests necessary to effectively maintain the client’s insurance program Maintain positive client relationship and have the ability to analyze situations, make reasonable decisions and follow-through. Begin to demonstrate a consultative ability to instruct and guide the client Manage upcoming...

Company: Marsh McLennan Agency Description: JOB TITLE: Commercial Account Executive JOB TYPE: FLSA Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: Documentation Manage the Client Insurance Program, utilizing agency management system.  As a matter of routine, manages larger and more complex accounts than the Associate Account Executive.  Duties include those that are done directly (higher level) or accomplished through other resources (i.e. assigned Account Managers or external resources) and not limited to:           A point of contact with the Producer Initiate correspondence with the marketplace Act as a contact with vendors to ensure proper processing of requests necessary to effectively maintain the client’s insurance program Maintain positive client relationship and have the ability to analyze situations, make reasonable decisions and follow-through. Begin to demonstrate a consultative ability to instruct and guide the client Manage upcoming...

Company: Marsh McLennan Agency Description: JOB TITLE: Benefits Account Manager JOB TYPE: FLSA Non-Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: 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 Benefits Timeline.  Research and answer questions regarding benefit plans, claims and billings for client, update Benefit Point activities and adhere to the Benefits Timeline Assist bSwift team with set-up of client web site as directed by Benefits Operations Manager. Maintain on-line client binder as per department guidelines Coordinate workflows as per activities created as per Benefit...

About HUB: HUB International is a leading global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs.  We are a company dedicated to superior customer service with employees committed to adding value to every client activity. Job Summary: We are currently seeking an Assistant Account Manager to join our Commercial Lines team. In this role, you'll be supporting a Client Account Manager by working closely on client service needs, participating in the renewal preparation process, helping to coordinate Support Specialist duties (certificates of insurance, endorsements, auto identification cards, and...

About HUB: HUB International is a leading global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs.  We are a company dedicated to superior customer service with employees committed to adding value to every client activity. Job Summary: We are currently seeking an Assistant Account Manager to join our Commercial Lines team. In this role, you'll be supporting a Client Account Manager by working closely on client service needs, participating in the renewal preparation process, helping to coordinate Support Specialist duties (certificates of insurance, endorsements, auto identification cards, and...

Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Please note that we do not offer visa sponsorship for this position. Role Summary National Life Group® is a purpose-driven organization with a mission to Do good. Be good. Make good. We are committed to fostering...

Company: Marsh McLennan Agency Description: JOB TITLE: Benefits Account Manager JOB TYPE: FLSA Non-Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: 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 Benefits Timeline.  Research and answer questions regarding benefit plans, claims and billings for client, update Benefit Point activities and adhere to the Benefits Timeline Assist bSwift team with set-up of client web site as directed by Benefits Operations Manager. Maintain on-line client binder as per department guidelines Coordinate workflows as per activities created as per Benefit...

Company: Marsh McLennan Agency Description: JOB TITLE: Commercial Account Executive JOB TYPE: FLSA Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: Documentation Manage the Client Insurance Program, utilizing agency management system.  As a matter of routine, manages larger and more complex accounts than the Associate Account Executive.  Duties include those that are done directly (higher level) or accomplished through other resources (i.e. assigned Account Managers or external resources) and not limited to:           A point of contact with the Producer Initiate correspondence with the marketplace Act as a contact with vendors to ensure proper processing of requests necessary to effectively maintain the client’s insurance program Maintain positive client relationship and have the ability to analyze situations, make reasonable decisions and follow-through. Begin to demonstrate a consultative ability to instruct and guide the client Manage upcoming...

Company: Marsh McLennan Agency Description: JOB TITLE: Benefits Account Manager JOB TYPE: FLSA Non-Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: 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 Benefits Timeline.  Research and answer questions regarding benefit plans, claims and billings for client, update Benefit Point activities and adhere to the Benefits Timeline Assist bSwift team with set-up of client web site as directed by Benefits Operations Manager. Maintain on-line client binder as per department guidelines Coordinate workflows as per activities created as per Benefit...

Position Summary: The Personal Lines Assistant Account Manager is responsible for assisting account managers in maintaining insurance coverage for personal lines of insurance to include processing and invoicing policies, policy changes, and cancellations. Essential Tasks: Preparing and processing policy change requests in agency management system and carrier systems to send to insurance carriers, including invoicing, and follow-up for receipt Quote processing for new and renewal business Handling/processing of EPIC download activities Support the Account Manager with processing changes and other tasks in the system Assist customers by phone and proof of insurance requests Maintain and support relationships with both internal stakeholders and external clients Maintain updated agency management system to include policy information, correspondence, and contact information Various other clerical tasks and customer requests as instructed Core...

About HUB: HUB International is a leading global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs.  We are a company dedicated to superior customer service with employees committed to adding value to every client activity. Job Summary: We are currently seeking an Assistant Account Manager to join our Commercial Lines team. In this role, you'll be supporting a Client Account Manager by working closely on client service needs, participating in the renewal preparation process, helping to coordinate Support Specialist duties (certificates of insurance, endorsements, auto identification cards, and...

Responsibilities Summary: When someone needs coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Burns & Wilcox offers unparalleled resources and exposure for those looking to excel in the specialty insurance industry. We are looking for candidates with an entrepreneurial spirit and drive for career advancement to join our team as a Commercial Lines Underwriter. The Commercial Lines Underwriter will have the opportunity to grow a book of business by underwriting new commercial business and increasing renewal business through the cultivation of client relationships.   Responsibilities: Build, maintain, and grow a book of business Manage agency relationships and serve as lead client contact Create and execute marketing plans to increase new and renewal business Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as...

Responsibilities When someone needs insurance coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. This is an outstanding opportunity for candidates with an entrepreneurial spirit, drive for career advancement and desire to develop relationships while growing a book of business. We have offices in Denver and are a hybrid work environment. Interested? Join our team!    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...

Responsibilities When someone needs insurance coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. This is an outstanding opportunity for candidates with an entrepreneurial spirit, drive for career advancement and desire to develop relationships while growing a book of business. We have offices in Denver and are a hybrid work environment. Interested? Join our team!    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...

Company: Marsh McLennan Agency Description: JOB TITLE: Benefits Account Manager JOB TYPE: FLSA Non-Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: 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 Benefits Timeline.  Research and answer questions regarding benefit plans, claims and billings for client, update Benefit Point activities and adhere to the Benefits Timeline Assist bSwift team with set-up of client web site as directed by Benefits Operations Manager. Maintain on-line client binder as per department guidelines Coordinate workflows as per activities created as per Benefit...

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 VP, SR Benefits Consultant to join our growing team in Plano, TX ! The VP, SR Benefits Consultant is responsible for employee benefits and account management responsibilities. This includes day-to-day client contact and assistance with daily service functions. Utilizes technical expertise to retain present clients. Administers marketing and renewal functions. Assists Team Lead in servicing the financial consulting needs of the employee benefit clients. Evaluates financial and utilization metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks as well as assist with other ad hoc reports and analysis. How You Will Contribute: All responsibilities that fall within the Account Manager & Financial Analyst career tracks. Development...

Description Summary: Work with assigned customer base to manage all needs for service actions as well as new money. Establish a strong work process to prioritize clients needs while setting proper expectations for completion. Strong organizational skills to keep up with service actions while still closing new money. Identify and manage risks to the bank including potential fraud or weakening in customer financial performance. Manage all daily account tasks with the assistance of the BCM/RSS team for compliance such as NSF lists, wire transfers etc. Continue to provide counsel and guidance to grow the customer’s business through OCR partnerships. Manage portfolio run off and grow PBRs for continued Out of Footprint SBA/Practice Finance and other Specialty teams’ success.                                                            Duties and Responsibilities: Manage current Out of Footprint accounts for the...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The primary purpose of this position is to act as a resource and serve as an integral member of the underwriting team able to overcome obstacles in the workload and meet timelines by fulfilling basic underwriting support responsibilities. This position will handle day-to- day client servicing including managing workflow and reinforcing the ease of doing business with Markel by meeting or exceeding agents/brokers expectations and providing quality service on a consistent basis. Job Responsibilities...

Data Analyst , Data Intelligence   Austin, TX or Grand Rapids, MI (Onsite 4 days per week)   Note: This is a full-time   role   and we do not offer C2C or C2H employment and are not able to sponsor visas for this position.     About Acrisure      Acrisure Enterprise Technology Group is where human   expertise   meets advanced technology.    A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing   cutting-edge   technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more .       In the last twelve years, Acrisure has grown in revenue from $38 million to almost   $5 billion   and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on...