35 client experience representative jobs found

The Mid-Market Account Manager plays a vital role on our Commercial Lines Service team and is at the center of delivering exceptional client experiences. This position partners closely with Account Executives to help design, support, and execute tailored insurance solutions for a diverse portfolio of mid-market commercial clients. You will be actively involved in the service, placement, and growth of accounts, making a meaningful impact on both client success and the overall business. In this role, you will thrive by staying organized, managing and interpreting data, and ensuring accurate documentation within agency management systems. Strong attention to detail, the ability to follow established processes, and the skill to balance multiple priorities are essential. This is an excellent opportunity for someone who enjoys collaboration, problem solving, and contributing to a fast paced, client focused environment. This is a hybrid role that can sit in either our Boston or...

Salem Five is a growing regional financial services organization with a rich history of over 170 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers. Why Join Us: At Salem Five Insurance, you will be part of a team that delivers more than just coverage, we provide peace of mind to the clients we serve. With experienced professionals across six Massachusetts offices and access to a broad network of trusted carrier partners, we work together to create tailored insurance solutions that reflect each client’s unique goals and values. Whether supporting families, businesses, or individuals with complex needs, you will play a key role in delivering clarity, care, and professionalism every step of the way. Key Responsibilities include the following; however other duties may be assigned. Recruitment and Talent Identification: Conducting interviews to identify potential...

    Salem Five is a growing regional financial services organization with a rich history of over 170 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers.   Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families.   Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we’re all about.  ESSENTIAL DUTIES AND RESPONSIBILITIES include the...

The Mid-Market Account Manager plays a vital role on our Commercial Lines Service team and is at the center of delivering exceptional client experiences. This position partners closely with Account Executives to help design, support, and execute tailored insurance solutions for a diverse portfolio of mid-market commercial clients. You will be actively involved in the service, placement, and growth of accounts, making a meaningful impact on both client success and the overall business. In this role, you will thrive by staying organized, managing and interpreting data, and ensuring accurate documentation within agency management systems. Strong attention to detail, the ability to follow established processes, and the skill to balance multiple priorities are essential. This is an excellent opportunity for someone who enjoys collaboration, problem solving, and contributing to a fast paced, client focused environment. This is a hybrid role that can sit in either our Boston or...

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 Account Manager manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans.  The Account Manager remains knowledgeable of advances in the insurance business as well as stays abreast of the types of insurance products available.  A GLIMPSE INTO YOUR DAY Serves as the main point of contact for the clients, addressing...

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 Client Service Specialist executes all administrative tasks related to account management and policy servicing. These duties include processing policy endorsements, renewals, cancellations, and maintaining accurate account records.  The Client Service Specialist ensures timely and accurate handling of client requests, policy updates, and back-end service work to support the overall client experience and meet internal compliance standards. A GLIMPSE INTO YOUR DAY Maintains...

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 4,000 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...

We are seeking a Senior Private Client Relationship Manager to join our Private Client team. In this role, you will serve as a trusted advisor to high-net-worth individuals and families, delivering personalized insurance solutions and exceptional service. The ideal candidate brings deep expertise in complex personal lines insurance, a relationship first approach, and a proven ability to build lasting client partnerships while providing strategic risk management guidance. Your Impact Conduct comprehensive needs assessments to identify clients' unique risk profiles and insurance requirements across various lines (e.g., personal lines, specialty coverages, excess liability). Cultivate and maintain strong, long-term relationships with a portfolio of high-net-worth individuals and families. Develop and present tailored insurance solutions, demonstrating expertise in policy structures, coverage limits, and premium considerations. Act as the primary point of contact for clients,...

Salem Five is a growing regional financial services organization with a rich history of over 170 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers. This position requires the ability to work in the Salem, MA offices. Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we’re all...

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 Account Manager manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans.  The Account Manager remains knowledgeable of advances in the insurance business as well as stays abreast of the types of insurance products available.  A GLIMPSE INTO YOUR DAY Serves as the main point of contact for the clients, addressing...

Salem Five is a growing regional financial services organization with a rich history of over 170 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers.   Why Join Us: At Salem Five Insurance, you will be part of a team that delivers more than just coverage, we provide peace of mind to the clients we serve. With experienced professionals across six Massachusetts offices and access to a broad network of trusted carrier partners, we work together to create tailored insurance solutions that reflect each client’s unique goals and values. Whether supporting families, businesses, or individuals with complex needs, you will play a key role in delivering clarity, care, and professionalism every step of the way. This position can be based in our Woburn, Danvers, Gloucester, Plymouth or Norwood office.  ESSENTIAL DUTIES AND RESPONSIBILITIES: Advanced Customer Account...

Salem Five is a growing regional financial services organization with a rich history of over 170 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers. Why Join Us: At Salem Five Insurance, you will be part of a team that delivers more than just coverage, we provide peace of mind to the clients we serve. With experienced professionals across six Massachusetts offices and access to a broad network of trusted carrier partners, we work together to create tailored insurance solutions that reflect each client’s unique goals and values. Whether supporting families, businesses, or individuals with complex needs, you will play a key role in delivering clarity, care, and professionalism every step of the way. This position can be based in our Woburn, Danvers, Gloucester, Plymouth or Norwood office.  ESSENTIAL DUTIES AND RESPONSIBILITIES: Customer Account Management:...

Salem Five is a growing regional financial services organization with a rich history of over 170 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers.   This position requires the ability to work in the Reading, MA office.   Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we’re all...

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 Dedham, MA! The Employee Benefits Account Executive manages a portfolio of employee benefits clients by serving as the primary day-to-day contact and providing comprehensive support for ongoing service needs. This role leverages technical expertise to retain existing clients, oversees marketing and renewal activities, and partners with the Team Lead to support clients’ financial consulting requirements. The Account Executive evaluates financial and utilization metrics, prepares monthly financial and benchmarking reports, and contributes to ad‑hoc analyses to guide client decision‑making. Through strong client relationships and data‑driven insights, this position enhances service delivery and supports the long‑term success of the employee...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Summary: The Analyst will participate in a company-provided training program introducing all aspects of health and welfare benefits and the financial methodology to analyze benefit costs. The analyst will work within assigned teams to perform daily account service for all assigned clients. Supports the development of the firm’s work products that benefit all clients, including the production of surveys and research on employee benefit topics and benchmarking. This is a full-time, in-office position based in Framingham, MA. Essential Duties and Functions: With oversight, provides technical support for projects and client engagements. Performs data & financial analytics with oversight, working toward the ownership of monthly financial reports and initial budget underwriting for less complex clients; seeks and documents peer...

Salem Five is a growing regional financial services organization with a rich history of over 170 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers.   Why Join Us: At Salem Five Insurance, you will be part of a team that delivers more than just coverage, we provide peace of mind to the clients we serve. With experienced professionals across six Massachusetts offices and access to a broad network of trusted carrier partners, we work together to create tailored insurance solutions that reflect each client’s unique goals and values. Whether supporting families, businesses, or individuals with complex needs, you will play a key role in delivering clarity, care, and professionalism every step of the way. This position can be based in our Woburn office. ESSENTIAL DUTIES AND RESPONSIBILITIES:  This leadership role will be responsible for supervising the Commercial...

Salem Five is a growing regional financial services organization with a rich history of over 170 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers.   Why Join Us: At Salem Five Insurance, you will be part of a team that delivers more than just coverage, we provide peace of mind to the clients we serve. With experienced professionals across six Massachusetts offices and access to a broad network of trusted carrier partners, we work together to create tailored insurance solutions that reflect each client’s unique goals and values. Whether supporting families, businesses, or individuals with complex needs, you will play a key role in delivering clarity, care, and professionalism every step of the way. This position can be based in our Woburn, Danvers, Gloucester, Plymouth or Norwood office.  ESSENTIAL DUTIES AND RESPONSIBILITIES:   Customer Account Management:...

We are seeking a driven, relationship focused New Business Broker to lead growth within an assigned region. In this role, you will play a key part in expanding our healthcare portfolio by building strong agency partnerships, delivering a compelling value proposition, and generating high quality submission flow. You will collaborate closely with internal teams and carrier partners to evaluate risk, develop strategic business plans, and drive profitable premium growth. This is an opportunity for a results-oriented professional with strong underwriting expertise and a passion for client service to make a meaningful impact within a dynamic and growing organization. Your Impact: Achieve or exceed production goals for written policy and premium within your assigned region Build and strengthen insurance agency partnerships through in person meetings, phone outreach, and technology enabled engagement Deliver the PMC Healthcare value proposition while driving high quality...

Discover a Career That Empowers You — Join HUB International!   At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people.   Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team.   As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across...