69 business insurance client manager jobs found

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: 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...

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...

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....

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...

The Client Advocate supports client relationship and strategy at the insurance program level, in conjunction with a Senior Relationship Manager on complex and middle market accounts. The Client Advocate marshals WTW resources to provide coordinated service and placement to meet the client’s insurance and risk management needs. Through their understanding of the business, the Client Advocate supports new business efforts and identifies opportunities to maximize the profitability of existing clients by account rounding. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.   The Role Colleagues in this role will support assigned clients. They will work independently with Middle Market clients, some complex and/or with a team for those with the most complex programs. This role is based in the Minneapolis area. Retain and grow existing book of business, develop, and strengthen client relationships....

Salary range is: $70,138.85 - $85,000.00 This position is bonus and/or commission eligible. CCC Intelligent Solutions Inc. (CCC) is a leading cloud platform for the multi-trillion-dollar insurance economy , creating intelligent experiences for insurers, repairers, automakers, part suppliers, and more. At CCC, we’re making life just work by empowering more than 35,000 businesses with industry-leading technology to get drivers back on the road and to health quickly and seamlessly. We’re pushing boundaries with innovative AI solutions that simplify and enhance the claims and repair journey. Through purposeful innovation and the strength of its connections, CCC technologies empower the people and industry relied upon to keep lives moving forward when it matters most. Learn more about CCC at www.cccis.com .   The Role Total compensation will be heavily weighted toward variable pay that directly reflects your individual and team contributions. This is a field-based role...

  The Opportunity Are you a visionary leader ready to drive operational excellence in a thriving insurance brokerage? As an Employee Benefits Operations Manager at M3, you'll be at the forefront of our Employee Benefits Client Services operations, leading and developing a dynamic team of Client Service professionals. This role offers an exciting combination of strategic leadership, team development, and client service excellence, making it an ideal opportunity for ambitious managers looking to make a transformative impact in a growing organization.   How You Will Make an Impact Take ownership of Employee Benefits Client Services operations, providing leadership and development support to ensure exceptional service delivery and professional growth across the team. Drive performance excellence through continuous evaluation, coaching, and feedback, ensuring agency professionalism and high-level technical expertise. Design and implement workflow procedures...

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 Senior Benefits Consultant to join our growing team in Minneapolis, MN . To act as the primary contact in the consulting capacity, to administer client benefit marketing and renewals, and daily service functions.  To develop and manage client block of business and pursue additional revenue opportunities with Relationship Manager. To assist in the management of Account Team and to act as a resource to the department. How You Will Contribute Fully manage book of business, retention and growth. Development and execution of client benefit strategy. Independently advises clients on all areas of compliance. Proficient level of compliance, benchmarking, renewal & marketing, reporting & analytics, and able to perform these functions with little guidance. Strategic resource, financial strategy...

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📍 Eden Prairie, MN: 11000 Prairie Lakes Drive, Eden Prairie, MN 55344 ✨ What we offer: A stable, consistent work environment —both in-office and virtual A comprehensive training program to help you support employees and...

Company Details   Berkly Risk is a member company of W. R. Berkley Corporation, an A. M. Best A+ rated Fortune 500 holding company. Berkley Risk is comprised of individual operating units that serve a defined insurance market segment. Berkley Risk is focused on providing worker’s compensation insurance directly to select markets and 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 To manage and provide leadership to Claims staff and to provide efficient and effective administration of claims both directly and for claims handled on behalf of client companies. Manage a select inventory of claims in accordance with best practices. Provide direct oversight of third-party...

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...

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...

Are you a dynamic, results-oriented professional seeking a challenging and rewarding career? If so, this role may be the perfect fit for you! At HUB, we value education, innovation, and continuous learning, and we’re excited to support you on your career journey. As an  Account Manager, you will be the main contact for our clients. You will build relationships with your team and clients while assisting them with customer service and ensuring their needs are met. You will have continuous learning and development opportunities to work towards your career goals. Your job responsibilities as an Account Manager: Provide exceptional service with accuracy in processing renewals, endorsements, policies, and audits by agency required timelines. Ensures timely processing of invoices and client requests. Work with client/team on gathering marketing data, preserving quotes, client/carrier correspondence and updated client information in agency management system. Prepares 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 grow their career in the specialty insurance industry. We are looking for candidates with an entrepreneurial spirit, drive for career advancement and desire to develop relationships to join our team as a Senior Associate Underwriter.  Our Senior Associates underwrite and supervise a portion of an Underwriter’s book of business, support renewal and new business development, and have the opportunity to achieve full underwriting authority.     Underwrite and supervise a portion of an Underwriter’s book of business, focused on renewals and new business Evaluate, classify, and rate each risk to determine acceptability, coverage, and pricing to prepare quotes Assist Underwriters to develop and execute...

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 Minneapolis, MN Responsible for employee benefits account management responsibilities.  This includes day to day client contact and daily service functions.  Utilizes technical expertise to retain present clients.   Responsible for marketing and renewal functions. How You Will Contribute All responsibilities that fall within the Account Specialist, and Account Coordinator.  Development and execution of client benefit strategy. Independently advises clients on all areas of compliance, recommending best practice, based on the client’s business risk factors. Intermediate level of compliance, benchmarking, renewal & marketing, reporting & analytics, and able to perform these functions with little guidance. Provide client...

Description Commercial Banking Financial Planning & Analysis (FP&A) has a crucial role as a strategic partner to Commercial Banking leaders, business management and senior stakeholders across Corporate Finance by providing quality analysis and reporting that generate insights into business trends and economics. The Asset Finance Group (AF) represents about 40% of the Commercial Bank and provides lending solutions underwritten to the specific needs of our clients, including equipment leasing, lender financing, warehouse lending and inventory financing. The Finance Segment/Region Liaison will be responsible for driving AF-wide deliverables across earnings, revenue / expense/ balance sheet resource analyses and competitor reporting, as well as coordination of projects to support AF covering all businesses and functions. This role will report to the CFO of Asset Finance. Job Description · Lead monthly...

Description Summary: The Asset Finance Sales Associate works with a team of sales representatives to provide equipment financing product directly to customers or through vendor partners. Ensures financing packages are complete and accurate for funding and follows up on any outstanding items. This position is reserved for associates whose primary focus is to operate in a strong sales administration and operations support role and should not be used for those whose primary focus is that of a sales function. Duties & Responsibilities: Conduit between Equipment Finance Relationship Management (EFRM) Sales Team and Internal Support Knowledge Management- work with teams on client and prospect research Joint calling and tradeshows with EFRM Sales Team Co-manage dealer, distributor, broker and customer relationships with sales executive Prepares and presents proposals Asset Evaluation Performs other...

The Opportunity Are you a Workday expert ready to own and transform HR technology at a dynamic insurance brokerage? As a Workday HRIS Manager at M3, you'll lead the strategy, implementation, optimization, and ongoing governance of our Workday Human Capital Management (HCM) platform. This role offers an exciting blend of backend system ownership, configuration, security, reporting, data integrity, integrations, and cross-functional partnership making it an ideal opportunity for a driven technology professional looking to make a lasting impact in a growing organization.   How You Will Make an Impact Take full ownership of the Workday HCM platform, including configuration, tenant management, security administration, and functional optimization across all modules — specifically performance, absence, time, payroll, and talent (PAT). Drive data-driven decision making by building and maintaining advanced dashboards, scorecards, discovery boards, and executive-level...