33 client coordinator jobs found

Position Summary The Brokerage Operations Coordinator is responsible for providing operational support to the brokerage team by efficiently handling day-to-day operational tasks. The role contributes to the seamless functioning of daily operations, ensures compliance with regulations, and facilitates effective communication within the brokerage team. They work closely with brokers to ensure timely transaction completion through paperwork processing and coordinating with other departments in the firm. What will your job entail? Job Responsibilities: • Assists in executing and coordinating day-to-day brokerage operations and supports the implementation and improvement of operational procedures. • Coordinates with the broker to prepare documents, cover letters etc. to market renewal business and provides necessary administrative support in filing, printing, and archiving documents. • Administers and updates new and current client information in all required systems...

WHAT WE’RE LOOKING FOR The Account Coordinator is responsible for ensuring the accuracy, timeliness, and execution of all policy documents, renewals, and day-to-day servicing requests, acting as the primary contact for any administrative tasks related to a client's policies. The Account Coordinator must remain knowledgeable of advances in the insurance business as well as keeping abreast of the types of insurance products available.  A GLIMPSE INTO YOUR DAY Serves as initial point of contact for the client. Monitors client questions, provides recommendations in partnership with the Account Management Team on appropriate coverage changes and/or contractual requirements. Identifies, researches and provides resolution for routine or basic client issues. Maintains client files accurately and consistently, responsible for proper documentation of files and proper communication in accordance with company workflow, procedures, and best practices. Maintains a high degree of...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Operations Coordinator provides comprehensive administrative and operational support to the organization, ensuring efficient day-to-day business operations, exceptional client service, and effective coordination across teams. The individual in this role must have strong interpersonal, organizational, and problem-solving skills, with a proactive and client-focused mindset. The Operations Coordinator acts as an ambassador of company culture, supports leadership initiatives, and...

As a Health and Benefits Associate you will contribute to a wide variety of projects involving the design, financing and ongoing management of the full spectrum of health and benefit programs.   You will support the project manager on select projects, interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met.  You will have the opportunity to significantly grow your health and benefits business acumen as well as your financial, project management and client relationship skills by working on cutting edge projects alongside leaders in the industry. The Role Materially contribute to core health and benefits projects involving the design and management of group medical, dental, wellbeing, life, disability and absence management benefits for clients.  Responsibilities include:  Partnering with client service team leader to deliver superior project management   Providing superior client service in response to...

Company: Marsh McLennan Agency Description: Marsh McLennan Agency's East Region is a leader in the Business Insurance and Personal Lines Marketplace. We value integrity, collaboration, passion, innovation, and accountability, and we are committed to making a difference in the moments that matter for our colleagues, clients, and communities. In the role of Producer, you are responsible for producing, managing, and retaining a consistently growing book of business. PRODUCER RESPONSIBILITES Achieve objectives established in annual producer sales plan. Prospect of new business from existing clients and identified target groups. Contact prospects for the purpose of providing a quote and making sales appointments. Survey prospects to determine insurance needs, inspecting current insurance policies, risk management plans, property, products and records. Develop and deliver formal proposals of insurance including details of coverages, limits, deductibles and...

Company: Oliver Wyman Description: About Oliver Wyman   Oliver Wyman is a global leader in management consulting. With offices in 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. Over 7,000 professionals help clients optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman’s thought leadership is evident in our agenda-setting books, white papers, research reports, and articles in the business press.  Our clients are the CEOs and executive teams of the top Global 1,000 companies.   Visit our website for more details about Oliver Wyman: www.oliverwyman.com   Job Overview:   The Actuarial Practice of Oliver Wyman advises clients across a broad spectrum of risk management issues. We are a rapidly growing...

Make Your Mark At AIG, technology is at the heart of everything we do, from underwriting risks to processing claims. The Information Technology (IT) team equips our colleagues with the latest tools to complete their work efficiently, with the highest standards of excellence. The team is responsible for shielding the company’s systems from security risks, while designing technology strategies that enable AIG’s businesses to achieve their goals. Innovation in IT drives innovation across the organization. How you will create an impact This role is part of the CISO organization - You will be responsible for the design, manage and enhance the organization’s email security infrastructure, implementing best practices to protect against email-based threats, and ensuring that email systems are secure, reliable and resilient against cyberattacks. This includes the development and implementation of security policies, procedures, and controls, the evaluation and selection of security...

Description Huntington Bank's Commercial Relationship Manager will be responsible for building and servicing a sound and profitable portfolio of commercial business relationships and loans, and satisfying and exceeding customer needs and expectations, as well as credit and regulatory requirements, for originating and structuring Commercial loans and monitoring and renewing loan relationships consistent with the bank’s policies and procedures. Our new colleague will serve as the point person in determining the customer's needs and meeting them through the seamless delivery of the bank's products, services and associated resources.  Huntington Bank's Middle Market Commercial Relationship Manager will have a sales goal of $100MM and a minimum portfolio of $60MM in commitments and work with the most sophisticated customers near our Raleigh office at 4000 Center at North Hills St. Ste 100, Raleigh, NC 27609. Duties...

With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. The Business Systems Analyst III collaborates closely with Digital Product Managers (DPMs), business system owners, and end users to capture business requirements and translate them into clear, detailed specifications that support the design, development, testing, and data analysis of complex software and/or data warehouse solutions. This role serves as a key liaison between DPMs, business stakeholders, software engineers, QA analysts, and data stakeholders to ensure software and data solutions are delivered accurately and aligned with business objectives. The Business Systems Analyst III will play a critical role in the migration of thousands of legacy Cognos reports to Power BI ,...

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 a remote role that requires travel. Candidate needs to be geographically located in North or South Carolina. 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 -...

As a Health and Benefits Lead Associate you will contribute to a wide variety of complex projects involving the design, financing and ongoing management of the full spectrum of health and benefit programs. You will serve as the project manager on select projects, interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. You will have the opportunity to significantly grow your health and benefits business acumen as well as your financial, project management and client relationship skills by working on cutting edge projects alongside leaders in the industry. As a Health and Benefits Lead Associate you will contribute to a wide variety of complex projects involving the design, financing and ongoing management of the full spectrum of health and benefit programs. You will serve as the project manager on select projects, interface with vendors and key clients internally and externally, create client deliverables,...

Who We Are   The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.   Position Summary: Insurance Advisor (Charlotte Sales & Tech Hub)   Let’s clear something up— Insurance Advisor  is our internal title, but yes, we’re talking about  licensed Insurance Agents . This role is...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. Let’s clear something up—Insurance Advisor is our internal title, but yes, we’re talking about licensed Insurance Agents. This role is all about connecting with people, understanding their needs, and helping them find the right coverage. You’ll be working in a dynamic sales...

Who We Are   The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.   Position Summary: Insurance Advisor (Charlotte Sales & Tech Hub)   Let’s clear something up— Insurance Advisor  is our internal title, but yes, we’re talking about  licensed Insurance Agents . This role is...

With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. Job Summary: The Communications Operations Specialist will be a critical part of our internal communications team, supporting logistics, coordination, reporting and technical needs for company-wide communications initiatives. You’ll work closely with IT, business units, and the Communications team to ensure messages, information and virtual events are delivered seamlessly. You’ll also track and analyze data from events, surveys, and other channels to help shape future strategies. This is a great opportunity to build hands-on skills in event logistics, data reporting and content creation while contributing to meaningful projects that connect and engage employees across the company....

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 Managed Care Client Service Director (REMOTE) Are you looking for an opportunity to join a global industry leader where you can bring your big ideas to help solve problems for some of the world’s best brands?   Apply your knowledge and experience to utilize your supervisory skills in the context of an energetic culture.  Deliver innovative customer-facing solutions to clients who represent virtually every industry and comprise some of the world’s most respected...

Accountable for Confidentiality, Integrity, and Availability of the Velogica data, systems and cloud computing environment, ensuring policy and control frameworks are current, appropriate, respected, and evidenced for audit.  Additionally, facilitate audits, especially SOC 2 Type II, customer inquiries related to these areas, and support collaborative security/compliance efforts with the larger SCOR community.  This is a technical security role with a mix of security design, operations, and local policy setting in addition to supporting SOC 2 audits and client requirements. Develop, maintain, implement, and enforce Information Security policies, standards, procedures, guidelines, controls, best practices, and technical solutions for the Velogica department, including, but not limited to: Lead the Velogica SOC 2 Type II, ISO 27001 efforts. Facilitation of SOC 2/ISO 27001 policy creation, review, and updates, and associated annual audits with third-party auditors and...

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 Claims Team Lead - Liability (REMOTE) Are you looking for an opportunity to join a global industry leader where you can bring your big ideas to help solve problems for some of the world’s best brands?   Apply your knowledge and experience to utilize your supervisory skills in the context of an energetic culture.  Deliver innovative customer-facing solutions to clients who represent virtually every industry and comprise some of the world’s most respected organizations....

Company: Guy Carpenter Description: Our Client Support Services department have an opportunity for a IBA/Credit Control Analys t with our Fiduciary Team. This is available on a hybrid basis, offering home working for 2 days, with the other 3 days based in our office in Witham. As an IBA Accounts Technician/Credit Control Analyst you will be securing agreement and settlement of balances with our Clients or markets. Handling & allocating payments and receipts for your own clients which includes unique lines of business, programme structures and reinsurance reporting requirements. What can you expect? Work with Reinsurance professionals across Witham and London Gain significant experience of working within a technical capacity for a Broker Apply your experience and further development within a role that’s truly progressive Be part of a global business that works with clients of all sizes to define, design and deliver innovative solutions to better quantify...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Coordinates and executes comprehensive internal and external marketing plans which would assist with current and future business development of the company. DEFINITION 1. Coordinate with management to develop and execute a strategic marketing plan ensuring exceptional results 2. Identify and target new retail agency prospects 3. Work with management to develop targeted...