486 client broker engagement manager jobs found

Account Manager, Travel Medical Insurance Location - Carmel, Indiana (3/2 Hybrid) Position Summary The Account Manager, Travel Medical Insurance will support and grow a portfolio of broker and distribution partners within the travel medical insurance business. This role will be responsible for managing mid-tier partner accounts, strengthening relationships, identifying growth opportunities, and serving as a key voice for partner needs across internal teams. This is an opportunity to join a business in a transitional growth stage, where the right candidate will have meaningful autonomy over a portfolio of approximately 15–20 accounts and the ability to help shape how the role develops over time. The Account Manager will work closely with Sales, Business Analysis, Marketing, Operations, Product, and other internal teams to support partner success and drive profitable revenue growth. Key Responsibilities Partner Relationship Management Serve as the primary relationship...

The Captive Implementation Manager (CIM) is responsible for assigned new business implementations and managing select renewal activities that require review and approval from the Department of Insurance. The CIM serves as the project manager of these new implementations and certain renewal functions. The CIM will work independently and oversee key functions within the Captive Implementation Department pertaining to their assigned new implementation cases and select renewals. This position requires critical thinking, effective communication, and organization. The CIM must be creative and enjoy working within an entrepreneurial environment that is mission-driven, results-driven and community oriented.  The ideal individual will be organized and able to maintain a realistic balance among multiple priorities, can exercise good judgment in a variety of situations and demonstrate strong written and verbal communication skills.  The CIM is responsible for executing activities tied to...

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 Director is responsible for a team of Territory Managers (field-based senior production underwriters) spread throughout the East Coast and the respective book of business within our Commercial Middle Market Construction Services organization. This is a remote/WFH (work-from-home) role, requiring travel throughout the territory as well as conferences and leadership/team meetings - average travel is likely on a monthly basis, including overnight trips....

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. The primary focus of this role is to develop relationships with licensed health insurance brokers and agencies in order to sell Nationwide's Benefit's health insurance products for groups of 2-50. Even though we are a Fortune 100 Company, our team of 10 make our office seem much more tight-knit. Essential Duties And Responsibilities: Following is a summary of the essential functions for this job: Target and build relationships with licensed health insurances agents/brokers via phone, email,...

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. What you’ll really do day-to-day Prospect & consult: Make proactive daily outreach to Financial Professionals (FAs/advisors, plan sponsors, administrators) to uncover needs, position product solutions, and support practice management. Territory co-ownership: Operate in sync with an External Wholesaler—planning campaigns, following up post-meeting, handling illustrations/proposals, and progressing opportunities through the pipeline. Market intelligence: Stay on top 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. This Technical Director will focus on the Manufacturing & Distribution industry segments, and can be hired in a remote/work-from-home (WFH) capacity or in one of our offices. Some limited travel is required, averaging 1x/month. Qualified candidates should have an expertise in Commercial Lines Insurance. Strong preference for technical underwriting experience (with authority) and experience underwriting Manufacturing & Distribution accounts. This role...

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. We’re seeking a Consultant, Brokerage – Excess Casualty with hands‑on underwriting experience and a strong understanding of the wholesale distribution landscape. Existing relationships with wholesalers in the West Coast and Central regions (TX, AZ, CA) are a strong plus and will allow you to make an immediate impact! What you’ll bring: Proven experience in Excess Casualty underwriting Strong broker/wholesaler relationships, particularly in TX, AZ, and...

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. Nationwide has exciting Regional Internal Wholesaler opportunities on our Life Sales team. In this position you will play a critical role in partnering with financial professionals across the country to help bring our diverse portfolio of Life Insurance products to those that need and want them. This position includes a competitive base salary and is eligible for a strong incentive pay package. FINRA SIE, Series 6, and Series 63 licenses/designations are required for this position. It...

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. The primary focus of this role is to develop relationships with licensed health insurance brokers and agencies in order to sell Nationwide's Benefit's health insurance products for groups of 2-50. Even though we are a Fortune 100 Company, our team of 10 make our office seem much more tight-knit. Essential Duties And Responsibilities: Following is a summary of the essential functions for this job: Target and build relationships with licensed health insurances agents/brokers via...

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. We are looking to fill one opening within our Annuity - Traditional Brokerage team. This position requires FINRA SIE and Series 6 license at the time of application. This position will be hired on a SuccessFlex basis. The hired associate must reside within 35 miles of the following location(s): Ohio: 1000 Yard St, Grandview Heights, OH, 43215 Arizona: 18700 N Hayden Rd, Scottsdale, AZ, 85255 Work schedule: 2-3 days in office, 2-3 days remote (depending on location) It is our intention...

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. Ideal candidate will have experience underwriting Brokerage Excess risks. #LI-AS1 #LI-remote Job Description Summary Are you a critical thinker who can analyze complex risk and find insurance solutions that balance customer needs with business goals? If you can take initiative, use both your analytical and creative abilities to make sound decisions and have a desire to help people solve real challenges, we want to hear from you! Our Excess &...

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. Ideal candidate will possess deep experience in underwriting Brokerage Excess risks. Position will service the Chicago region so candidates local to that region are preferred, but not a requirement. #LI-AS1 #LI-remote Job Description Summary Are you a critical thinker who can analyze complex risk and find insurance solutions that balance customer needs with business goals? If you can take initiative, use both your analytical and creative abilities to...

Job Title: Client Success Manager Location: Remote Classification:   Full Time Reports To : VP of Financial Wellness Compensation : $75,000-$80,000 plus 10% yearly discretionary bonus Scheduled Hours: Monday-Friday: 8:00am-5:00pm About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture. In addition to winning the Gold Stevie Award for Employer of the Year in 2023, HUB is honored to be recognized by Forbes as one of America’s Best Large...

SUMMARY: The Associate Account Manager takes on responsibilities in transaction processing and client support. This role is designed for individuals who have obtained their P&C license and demonstrated competency in administrative functions, typically with 1-2 years of insurance or related experience. Associate Account Managers work on policy processing, routine client inquiries, and carrier interactions while continuing to build technical expertise. This role works closely with Account Managers, Senior Account Managers, and Account Executives to develop client service skills and deepen coverage knowledge. ESSENTIAL DUTIES AND RESPONSIBILITIES: Transaction Processing Manage small book of insurance business including: process policy endorsements, cancellations, and reinstatements under supervision Prepare certificates of insurance and evidence of coverage documents Enter and maintain accurate data in agency management system (EPIC) Process auto ID cards,...

HUB Retirement & Private Wealth (RPW) is seeking a Manager of Investment Services to lead the trading, portfolio implementation, and investment operations function for our private wealth management client accounts.  This role includes the day-to-day execution of trades, the implementation of model portfolios and rebalances, and the oversight of investment monitoring and reporting workflows in close partnership with the firm's advisors. This is a senior, hands-on role for an experienced investment professional who can move fluently between portfolio execution, performance reporting, and client-facing investment discussions. Your job responsibilities as a Manager of Investment Services: Trading & Portfolio Implementation Lead daily trading activity across equities, ETFs, mutual funds, and fixed income on behalf of private wealth client accounts. Implement model portfolio updates, rebalances, cash raises, and tax-aware adjustments using iRebal, Orion, or equivalent...

SUMMARY: The Associate Account Manager takes on responsibilities in transaction processing and client support. This role is designed for individuals who have obtained their P&C license and demonstrated competency in administrative functions, typically with 1-2 years of insurance or related experience. Associate Account Managers work on policy processing, routine client inquiries, and carrier interactions while continuing to build technical expertise. This role works closely with Account Managers, Senior Account Managers, and Account Executives to develop client service skills and deepen coverage knowledge. ESSENTIAL DUTIES AND RESPONSIBILITIES: Transaction Processing Manage small book of insurance business including: process policy endorsements, cancellations, and reinstatements under supervision Prepare certificates of insurance and evidence of coverage documents Enter and maintain accurate data in agency management system (EPIC) Process auto ID cards,...

ABOUT US At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is a global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions Position Overview HUB is seeking a Senior Manager, AI Solutions &...

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   Job Description: Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work. Our team members and leaders are expected to foster connection and teamwork by being present in the office at least 2 days per week. ​ The opportunity: The...

About the Role   We are   seeking   a Senior Data Architect to join our Team   Innovation,   reporting to our SVP Learning & Technology.   The Senior Data Architect  is responsible for  designing, building, and  maintaining  scalable, secure, and reliable data infrastructure that powers American  Global’s  (AG) analytics, automation, and innovation initiatives.     This role will  lead  the development of cloud-based data pipelines, system integrations, and data models that support both internal operations and external client-facing analytics and portals. The role works in close partnership with external delivery vendors during active platform build phases, serving as AG’s primary technical counterpart, architecture reviewer, and knowledge transfer owner.   The Senior Data Architect serves as the technical bridge between system data sources and AG’s data platforms. The position also mentors junior team members, drives best...

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. Additional Job Description The primary focus of this role is to develop relationships with licensed health insurance brokers and agencies in order to sell Nationwide's Benefit's health insurance products for groups of 2-50. Even though we are a Fortune 100 Company, our team of 10 make our office seem much more tight-knit. Essential Duties And Responsibilities: Following is a summary of the essential functions for this job: Target and build relationships with licensed health...