15 client advocate jobs found

Guardian is seeking a  Senior Salesforce Technology Lead  to drive the design, build, and delivery of a next-generation Salesforce CRM platform leveraging  Salesforce Financial Services Cloud (FSC) . This role will play a critical part in  modernizing and transforming our legacy CRM ecosystem , leading the migration to FSC while enabling scalable, secure, and business-aligned solutions.  This is a  hands-on leadership role  requiring deep Salesforce expertise, strong architectural acumen, and the ability to lead cross-functional teams and vendor partners to deliver end-to-end solutions.  You Will  Lead the  end-to-end transformation  from legacy CRM to  Salesforce Financial Services Cloud , including architecture, design, and implementation  Define and implement  scalable Salesforce architectures , leveraging best practices across Sales Cloud, Service Cloud, and FSC  Partner with business stakeholders to  understand requirements , prioritize initiatives, and...

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. Job Overview: We are seeking a detail-oriented and proactive Claims Advocate to support our Claims Department with critical administrative, reporting, and follow-up responsibilities. This role is ideal for someone who thrives on organization, communication, and managing multiple tasks in a fast-paced...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Customer Service Advocate to their Corporate Synergies team in Philly Metro Region.  Job Summary: The Benefits VIP Representative handles claims resolution, benefits inquiries, coverage eligibility concerns, and other related issues for our clients' administrators and employees. They work closely with clients and carriers via phone and email to resolve matters within a 24-hour timeframe. Essential Functions: •     Address client employee insurance concerns, answer benefit-related questions, and assist with claims resolution, patient advocacy, and pre-certifications. •    Educate client employees on optimal benefit utilization and provide guidance on cost-effective plan options. •    Maintain detailed records of client interactions, entering data into Salesforce and generating client analysis reports as necessary. •    Use Salesforce to gather...

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 Roseland, NJ!   The Employee Benefits Producer will be responsible for increasing volume of sales through prospect and new client development; and client retention by managing relationships and collaborating with team members to deliver exceptional customer service, achieve client satisfaction, and drive new business opportunities. 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 well as professional relationships with carrier partners and internal resources throughout the organization. Conduct risk management surveys, determine insurance coverage needs,...

Company Details   Berkley Accident and Health  is a risk management company that designs innovative solutions to address the unique challenges of each client. With our entrepreneurial culture and a strong emphasis on analytics, we can help employers better manage their risk. We offer a broad range of products, including employer stop loss, benefit captives, provider stop loss, HMO reinsurance, and specialty accident. The key to Berkley’s success is our nimble approach to risk – our ability to quickly understand, think through, and devise a plan that addresses each client’s challenges, coupled with the strong backing of a Fortune 500 company. Our parent company,  W. R. Berkley Corporation , is one of the largest and best managed property/casualty insurers in the United States. #LI-AV1 #LI-HYBRID The Company is an equal employment opportunity employer.   Responsibilities We’re looking for a dynamic leader to...

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  Insurance Assistant  for our team in  Marlton, NJ! The Insurance Assistant supports the service team in delivering exceptional client service by providing technical and administrative assistance across daily operations. This role handles policy processing, billing, certificates, and compliance tasks while assisting with renewals and documentation. The Technical Assistant builds strong relationships with teammates, carriers, and vendors to enhance client retention, ensures accuracy and adherence to agency guidelines, and contributes to a collaborative, positive team environment.   How You Will Contribute:   Responsible for the day-to-day administrative tasks including but not limited to policy checking, customer billing, and processing policies/endorsements, invoicing, issuance of...

LOCATION: Melville, NY, Bridgehampton, NY, Jersey city, NJ, Summit, NJ  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...

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 Account Executive to join our growing team in Roseland, NJ . The Employee Benefits Account Executive serves as a key liaison for both large and small client groups, ensuring exceptional service delivery and client satisfaction in alignment with B&B’s service standards. Collaborate closely with the Team Leader and Benefits Department to support service initiatives, implement product enhancements, and strengthen both internal and external relationships. The role also involves identifying market opportunities, supporting business development efforts, and contributing to proposal creation and client retention strategies. How You Will Contribute: Independently serve as a key liaison for both large Manage and grow an existing book of business by developing strategic plans for...

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 Commercial Insurance Sales Producer for its team in Marlton, NJ !     The primary responsibilities of the Commercial Insurance Sales Producer are to sell and renew insurance to businesses in this community and region. Our team environment will provide you with a wealth of resources to help you reach your full potential. New sales are the focus of the position and cross sales of existing clients is also encouraged. As a full service agency, we can bring Personal Insurance, Commercial Insurance and Employee Benefits products to our customers. You will report directly to our Sales Manager.     How You Will Contribute:     Prospect, develop, propose, and bind new business Actively pursue new customer prospects through telemarketing, networking, and personal...

Company Details     Berkley One exists to insure and protect the lifestyles of a modern generation of affluence. We seek clients that are sophisticated individuals and families who require world-class risk and claims management customized to their needs, a team of select expert independent agents and innovative digital tools to keep it simple and easy. We’ll blend our partners, products and capabilities with all that is Berkley, generating a modern solution for the customers we serve.   Our culture is one of innovation, creativity and teamwork. Our team is highly motivated, passionate about our business, and deeply experienced in developing and delivering product and service solutions in the personal insurance marketplace.  #LI-AV1  #LI-Remote This role will require a colleague to travel to cover a territory within the Northeast region therefore this person will need to reside in NJ, NY, CT or RI state.     The company is an...

Overview AmTrust Financial Services, a  fast growing  commercial insurance company, has a need for a Complex Care Case Manager, RN for Workers Compensation managed care team.     PRIMARY PURPOSE :   The  complex care case manager will provide comprehensive and quality telephonic case management for our injured employees with complex diagnoses and often catastrophic injuries. Our nurses will  be responsible for  proactively applying clinical  expertise  ensuring our injured employees receive medically  appropriate healthcare  to achieve a safe return to work or best  optimal  level of function through engagement with the injured employee,  provider  and employer. Our nurses will be empathetic informative medical resources for our injured employees, and they will partner with our adjusters to develop a personalized  holistic approach  for each claim.  These responsibilities may include  utilization  review, pharmacy oversight...

Grow With Us!  At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious ­­­­­Account Manager to join our team. This position will report to our agency located in Howell, NJ. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is an in-office position.  Responsibilities: Serve as the primary liaison between healthcare clients and internal teams Build and maintain long-term, trusted relationships with key stakeholders Conduct regular account reviews to assess performance, needs, and opportunities Develop and execute account plans to meet client objectives and company revenue goals Identify upselling and cross-selling opportunities while maintaining compliance with healthcare regulations...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Winston Benefits, a Brown & Brown company, is seeking a Benefits Specialist to join our call center team!    A Benefit Specialist is responsible for the day-to-day servicing of clients. WHAT YOU’LL DO: Be knowledgeable of all products and services offered by Winston. Be knowledgeable of all workflow processes. Respond to all inbound service calls and voicemail messages from customers, according to Call Center Research and resolve complaints to ensure customer retention and satisfaction. Communicate with carriers on behalf of members to obtain and update necessary information. Mail voluntary insurance product brochures, applications, service request forms and claim forms as Respond to inquiries from Benefit Consultants/Enrollers. Keep Account Manager and Customer Service Manager informed of any...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Winston Benefits, a Brown & Brown company, is seeking a Client Account Representative to join our team! The Client Account Representative will partner closely with Winston Benefits Clients to manage their accounts.  This position will address any client concerns through regular communication and excellent customer service.  This position will assist with Client open enrollments and maintain the Clients account throughout the year.  We will rely on this position to listen to our clients and use deductive reasoning skills, technical expertise, creativity and passion for helping to meet their needs. WHAT YOU’LL DO: Responsible for addressing Client Facing Issues on Issue Tracker.  Data Integrity ongoing review.  Call center Issues resolution.  Responding to Client emails.   Manual corrections to enrollment...

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 Commercial Lines Producer to join our growing tea m in Roseland, NJ!         Increase volume of sales through prospect and new client development; and client retention by managing relationships and collaborating with tea m members to deliver exceptional customer service, achieve client satisfaction, and drive new business opportunities.     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 well as professional relationships with carrier partners and internal resources throughout the organization.   Conduct risk...