248 client account manager jobs found

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 Client Account Manager to join our growing team in Rye Brook, NY .  Reporting to Employee Benefits Team Leader, the Account Manager’s primary responsibility includes to independently provide the work client deliverables to each client and to become a trusted advisor to the client. Additional duties include support of the Sales team as required.  How You Will Contribute:   Collaborate with account executive to ensure client receipt of all Work-Client Deliverables Works independently in providing day to day overall customer satisfaction and proactive service response Responsible for managing and executing work product protocols including compliance requirements Actively apply industry knowledge both internally (through Benchmarking analysis) and independently Active...

The Customer Service Manager for Personal Lines is responsible for leading the customer service team and overseeing all aspects of customer support operations. This role involves developing and implementing customer service strategies, ensuring a high level of customer satisfaction, and managing the performance and development of the customer service staff. Your Impact:   Manage and mentor the Customer Care and Policy Service teams to improve the teams’ understanding of customer needs and assure customer satisfaction by meeting/exceeding those needs and expectations.  Fosters a motivating and empowering work environment. Collaborate with supervisor and other business unit leaders to establish and monitor business unit KPIs in support of achieving or exceeding client service and business retention expectations.  Responsible for performance goals, including service levels, abandon rate, call quality and accuracy as well as adherence to procedure and compliance requirements....

LOCATION: Melville, NY, Hybrid position 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 New York City 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...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program. About the Role As a Representative, you will support and service 457 Retirement accounts , assisting with inquiries, rollovers, distributions, loan processing, and educating participants on products, services, and online tools. Work Location This role offers remote and hybrid potential. Within 35 miles of our offices? Hybrid schedule with 2...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This opening can be filled in a remote/work-from-home (WFH) capacity or in one of our offices. This Underwriting Supervisor will lead a team of approximately 10-12 Middle Market Senior Associate Underwriters. This team is focused on providing a high-level of support for our Middle Market Territory Managers and Underwriters, driving innovative solutions with speed, ease and efficiency in the Middle Market space. This leadership position will require someone...

The Associate Client Advocate (ACA) is responsible for supporting the client relationship and the strategy development and execution at the insurance program level, in conjunction with a Producer, GCA, or CA on Large or Complex accounts or for leading the client relationship and strategy development and execution on Middle Market house accounts.   The Associate Client Advocate coordinates WTW resources to provide service and placement to meet the client’s insurance and risk management needs.  The Associate Client Advocate has a strong connection to the client’s business and fundamental understanding of its industry and is the client’s primary contact for ongoing insurance needs. The Associate Client Advocate supports opportunities to maximize the profitability of existing clients by account rounding and may support new business efforts. The primary responsibility of the Associate Client Advocate is to provide an exceptional client experience, with a primary focus on direct client...

The Client Manager of Wrap Ups functions as the backbone of our account management teams working collaboratively to meet and exceed client expectations. They interact regularly with both clients and insurance carriers to provide the best coverage protection and knowledgeable understanding of Controlled Insurance Programs. If you enjoy actively preparing for client meetings, coordinating important information, getting out of the office to walk project sites, building, and maintaining long term relationships this role would suit you well.  The Role The Client Manager-Wrap Up provides day-to-day client service and risk management assistance on assigned accounts. Works with Sr. Client Services Specialists, Account Executives and/or Client Advocates, as well as Claims Professionals to implement, maintain, and close-out wrap-up programs. Provides required  reports to carriers and communicate with carriers regarding enrollment and/or audit issues, etc. Participates in...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Purpose :      Assist   with client services for new and existing accounts to achieve Agency sales goals and service standards     Essential Duties and Responsibilities:   Issue r enewal   c ertificates along with daily certificate s   requested. Issue   within 24 hours of   request, unless   carrier approval   required .   Order Loss Runs for upcoming renewals per the Account Managers requests. Prepare   exposure   summaries when requested .   Issu e   Change Requests and Auto ID Cards   using carrier website when applicable   Bill and process endorsements within 5 days of receipt from Account Manager . Bill and process basic audits within the same   timeframe .   Maintain account files, overseeing that documents are attached in...

Job Description About Acrisure Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Responsibilities: Provide clients with customer service such as answering claims related questions, discussing claims processes and following up with the client at the conclusion of the claim to ensure all issues were addressed Contact clients and gather all appropriate information to adequately...

Job Description Job Description About Acrisure: Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Responsibilities: Perform daily service on assigned task by Producers and/or Account Executives with the agency’s written procedures including, but not limited to: Service accounts, including account transactions such as quote and issue policies, ID cards, proposal...

The Account Manager's main responsibility is to manage daily client service needs for a designated book of business within the Fine Art space, which may be overseen by a Producer or Account Executive responsible for service, placement, and business development. This role involves extensive use of system tools and frequent client communication via email or phone. The Account Manager must strictly adhere to corporate procedures, including maintaining data integrity within the system of record. As a key part of the client team, the Account Manager also provides guidance to any third-party vendors managing aspects of the account. Your Impact At the direction of the Producer or Account Executive (Prod/AE), participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering. Manages a renewal book of business, including creation of submissions, supporting the placement process, including Proposals and Binding. Provide support in...

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Actuarial Senior Associate, E&S Brokerage Pricing The Excess & Surplus (E&S) Brokerage team provides specialized insurance solutions for complex, hard ‑ to ‑ place risks that fall outside the standard market. This segment is unique, serving wholesale brokers and focusing on tailored coverage for larger, more complex primary and excess accounts across various industries. Our pricing team is a strategic partner to Underwriting and Finance, helping transform E&S Brokerage into a more disciplined, data ‑ driven planning unit known for its consistent appetite, thoughtful use of...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. I n support of our continued growth, we're seeking a production-oriented commercial insurance professional to join Nationwide's Inland Marine unit, building out your book of business through strong agency and broker relationships. Territory: Northeast This is a Remote / Work-From-Home (WFH) position, involving approximately 25% in-market travel for agency engagement. Most ideally, this individual will be based in the Tri-State Area of NY/NJ/CT, though other...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. I n support of our continued growth, we're seeking a production-oriented commercial insurance professional to join Nationwide's Inland Marine unit, building out your book of business through strong agency and broker relationships. Territory: Northeast This is a Remote / Work-From-Home (WFH) position, involving approximately 25% in-market travel for agency engagement. Most ideally, this individual will be based in the Tri-State Area of NY/NJ/CT, though other...

The Senior Claims Specialist handles complex and high-profile Workers' Compensation claims following company standards. This role works closely with case managers and attorneys, manages subrogation, and negotiates settlements. The Senior Claims Specialist ensures the best possible outcome for the claim, meeting customer service expectations, and supporting the goals of the Claims Department and CorVel. This is a remote role. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Receives claim, confirms policy coverage and acknowledgement of the claim Determines validity and compensability of the claim by investigating and gathering information regarding the claim and files necessary documentation with state agencies Establishes reserves and authorizes payments within reserving authority limits Develops and manages well documented action plans with the case manager and outcomes manager to reduce overall cost of the claim Coordinates early return-to-work efforts with the...

The Senior Claims Specialist handles complex and high-profile Workers' Compensation claims following company standards. This role works closely with case managers and attorneys, manages subrogation, and negotiates settlements. The Senior Claims Specialist ensures the best possible outcome for the claim, meeting customer service expectations, and supporting the goals of the Claims Department and CorVel. This is a remote role. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Receives claim, confirms policy coverage and acknowledgement of the claim Determines validity and compensability of the claim by investigating and gathering information regarding the claim and files necessary documentation with state agencies Establishes reserves and authorizes payments within reserving authority limits Develops and manages well documented action plans with the case manager and outcomes manager to reduce overall cost of the claim Coordinates early return-to-work efforts with the...

This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 2 days per week at our New York office location. Risk Strategies Company Retirement Plan Services seeks an experienced and highly skilled Senior 401(k) / Retirement Plan Account Manager to lead a portfolio of clients. This role requires a deep understanding of ERISA regulations and fiduciary responsibilities. Your Impact Manage workflows and communications for retirement plan Trustees and Participants Develop analysis on retirement options and performance Prepare client presentations and reporting Attend client enrollment and ongoing support meetings Serve as primary contact for assigned plan sponsors, advisors, and brokers for more complex or sensitive plans. Act as liaison between plan sponsors and various internal groups. Promote customer satisfaction through effective service delivery. Ensure prompt and effective response to all plan sponsor inquiries. Respond to...

Position Title Senior Financial Center Associate - Floater   Location Jackson Heights, NY 11372   Job Summary Assists Financial Center Manager in maintaining bank operations and supporting Private Client Groups and clients in accordance with all applicable Bank policies and procedures. Extensive traveling to various Financial Centers to assist with staffing. Salary Range: $18.83-30.00 hour   Job Responsibilities: JOB   RESPONSIBILITIES     Back-up to Financial Center Manager.   Assists   with opening and closing Financial Center; facilities issues, POD scanning, review of teller work, invoice   payment   FC proof, daily/monthly FC reports,   monthly   audits,   etc.         Provides ongoing servicing   relationship   with clients and responds to inquiries and requests   regarding   accounts. Assists Private Client Groups with client relationships including wire transfers, new account paperwork, foreign wires,...

The Senior Claims Specialist handles complex and high-profile Workers' Compensation claims following company standards. This role works closely with case managers and attorneys, manages subrogation, and negotiates settlements. The Senior Claims Specialist ensures the best possible outcome for the claim, meeting customer service expectations, and supporting the goals of the Claims Department and CorVel. This is a remote role. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Receives claim, confirms policy coverage and acknowledgement of the claim Determines validity and compensability of the claim by investigating and gathering information regarding the claim and files necessary documentation with state agencies Establishes reserves and authorizes payments within reserving authority limits Develops and manages well documented action plans with the case manager and outcomes manager to reduce overall cost of the claim Coordinates early return-to-work efforts with the...

About the Role   We are seeking a skilled Account Manager to join our dynamic Insurance team in Jericho, NY. Key Responsibilities Include   Serve as primary day-to-day client contact; Manage client service needs ; Present custom solutions to clients and prospects in a clear and professional manner   Communicate client needs to account management team and coordinate client services, including but not limited to:   Claims reviews   Insurance training   Kick of meetings   Stewardship meetings   Renewal strategy meetings   Analyze client risk profile and develop marketing strategy with team and client   Analyze all client documents (including quotes, binders, policies, endorsements), recommending changes or amendments for improvement   Cultivate local carrier relationships to support company visibility and credibility in the...