36 client relationship assistant jobs found

Responsibilities Build, maintain, and grow a book of business Manage agency relationships and serve as lead client contact Create and execute marketing plan to increase new and renewal business Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as well as new business Develop and submit underwriting referrals to company brokerage facilities and Burns & Wilcox management   Monitor key metrics to formulate corrective action impacting new business hit, renewal retention, premium growth, and loss ratio Lead, train, and develop Assistant and Associate Underwriters Qualifications Bachelor’s degree or equivalent combination of education and experience   Minimum 3 years of commercial lines underwriting or brokerage experience required, excess & surplus experience preferred Demonstrated proficiency in sales and marketing...

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 candidates for our Summer Internship Program in Minneapolis, MN! Our interns will be provided with the opportunity to gain an introduction to various areas within the insurance brokerage industry, as well as a deep dive into either the Employee Benefits or Property & Casualty teams.  Interview and Offer Process will begin January 2026 Program starts May 27th, 2026 and ends mid-August 2026 How You Will Contribute:   Work with dedicated mentor to train, receive daily work assignments, ask questions, etc. Presentations from department leads to help gain a comprehensive understanding of organizational functions and career paths. Opportunity to visit both Employee Benefits and Property & Casualty insurance carriers to learn about their organization and how it relates to the...

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 is a remote position. 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 - Responsible for all aspects of collections in conjunction with the respective operations...

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 Leave of Absence Coordinator Leave of Absence Coordinator Our teams thrive together! We collaborate onsite and embrace a flexible hybrid work arrangement. All candidates must live near our Center of Excellence in Eden Prairie, MN : 📍 11000 Prairie Lakes Dr, Eden Prairie, MN 55344 ✨ What we offer: A stable, consistent work environment —both in-office and virtual $19.31 per hour A comprehensive training program to help you support...

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 Team Lead Our teams connect! We collaborate onsite and have a hybrid work arrangement. All candidates must live near one of our centers of excellence: Eden Prairie, MN  : 11000 Prairie Lakes Drive Eden Prairie, MN 55344  New Albany, OH : 7795 Walton Parkway New Albany, OH 43054 Orlando, FL : 12650 Ingenuity Dr Orlando FL 32826 PRIMARY PURPOSE :  To supervise the operations of multiple teams of examiners and technical staff for disability claims...

Purpose of Job Plays a critical role in safeguarding agency retention by proactively managing policy expirations and renewals. Monitors expiration reports, identifies policies at risk of non-renewal, and collaborates with account managers to ensure timely renewals. Works closely with client service teams to resolve premium payment issues and communicates with producers regarding first-year policies at risk of cancellation. Job Duties and Responsibilities (Essential Job Functions) Common job activities are listed below; actual position responsibilities may vary. Refer to your manager or human resources for specific duties and performance expectations. Expiration Management & Renewal Facilitation ( 50 - 60 %) Monitor and analyze expiration reports to identify policies at risk of non-renewal. Partner with account managers to prioritize and facilitate timely renewals. Update Applied Epic to reflect accurate policy status upon expiration, renewal, or...

To provide day-to-day service and support to specifically assigned new and existing VIP clients of the Agencies business such that objectives for profitability and growth are met. Job Duties and Responsibilities (Essential Job Functions)   1. Support sales programs and long-term objectives to enhance business strategy and achieve goals relative to profitability, cost control and organizational effectiveness. (30-40%) Support Sales team for new business. Research and answer calls and emails from clients, producers, carriers and third parties. Advise clients regarding insurance coverage and risk management issues. Process policy changes, renewals, and cancellations. Handle claims and billing inquiries. Foster and maintain good working relationships with Agency Producers and insurance company underwriters. 2. Perform annual account reviews for each assigned client (30-40%) 3. Work with existing clients to round accounts by identifying additional needs,...

Provides administrative support for the department/office. Assists with special projects as needed and provides backup to other office staff in their absence. May serve as liaison between perspective client, real estate agents, vendors, or other departments. May provide work direction to other clerical staff.  Job Duties and Responsibilities (Essential Job Functions) Common job activities are listed below; actual position responsibilities may vary.  Refer to your manager or human resources for specific duties and performance expectations. Answer phone, schedule appointments, provide information, greet customers, orient clients to office/department services and personnel, and respond to information requests. Enter data, maintain and monitor data files, create files and documents, produce reports, process and verify paperwork, prepare billings, process invoices, proof documents, prepare mailings, prepare packets and handle correspondence, may provide recordkeeping...

Job Description: How you will make an impact: Partner with field wholesalers in an assigned region to promote the sales and marketing of Pacific Life’s annuity products. Deliver presentations on a wide range of retirement planning topics, including Social Security, IRA distribution rules, and tax considerations related to both qualified and non-qualified retirement plans. Draft presentations, marketing collateral, and educational materials to support continuing education programs and client events. Conduct presentations for clients and financial professionals, clearly communicating complex planning strategies in an accessible and compelling manner. The experience you will bring: Bachelor’s degree or equivalent experience and one of the following professional designations:   JD, CPA, CFP, or RICP 10+ years   of experience in annuity sales. Deep understanding of tax rules governing IRAs, qualified plans, and non-qualified...

Are you a dynamic, results-oriented professional seeking a challenging and rewarding career? If so, this role may be the perfect fit for you! At HUB, we value education, innovation, and continuous learning, and we’re excited to support you on your career journey. As a Crop Account Manager, you will service new and existing accounts by HUB Broker Standards accordingly to their policies/procedures. They will complement Sales Executive responsibilities in the surrounding states mainly MN, ND, SD, IA, and NE for new business development and existing client perpetuation. Your job responsibilities as a Crop Account Manager: Work with client/sales executive in gathering marketing data for new and renewal quotes Obtain quotes from carriers for new and existing business Provide exceptional service with accuracy and timeliness in processing all policy documents Develop and maintain relationships with carrier representatives and remain educated on carrier products and...

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 position of Change Manager reports directly to the VP, Change Management within Strategic Portfolio Management. Although this role doesn't entail direct supervisory duties, the individual in this position wields substantial influence, utilizing their expertise to collaborate effectively with Strategic Operations and engage key stakeholders to drive successful outcomes. This individual will conduct Change Management Strategies applying the Prosci® methodology to include sponsor & leadership alignment, engagement, readiness, learning and development, support, and reinforcement for Arch Insurance North America’s strategic goals.   RESPONSIBILITIES...

Description This role is primarily remote in the state of Minnesota except for required appearances throughout the state.   At Liberty Mutual, we’re committed to delivering exceptional legal services to our customers around the world, working to uphold and protect our policyholders’ rights and positively impacting our business. As an Associate Attorney at Liberty Mutual, you’ll join a diverse team that values a healthy work/life balance and enjoy benefits that include eligible performance bonuses, 20 days of flexible time off each year, personal holidays, and a 401(k) plan with matching contributions. If you’re looking for a place to build a long-term career while making a positive difference, consider joining our legal team where you’ll represent Liberty Mutual and our policyholders in moderately complex civil litigation matters involving claims for monetary damages or compensation for personal injuries or property damage of moderate value.   Liberty...

Role Details Job Title: Systems Trainer Location: Maple Grove, MN / Lenexa, KS / West Des Moines, IA / Fresno, CA / Amarillo, TX / Remote Reports To: Director of Strategy and Project Management Employment Type: Full Time Job Requisition ID: 2026-274 Requisition Begin Date: 03/24/2026 Requisition End Date: 05/24/2026 (Posting may close earlier if filled or business needs change.) Role Overview ProAg is seeking a strategic, collaborative Systems Trainer to join our team and play a key role in strengthening operational performance across the organization. In this role, you’ll partner closely with stakeholders throughout operations, sales, and other internal departments to design, develop, and deliver training programs that support product launches, system enhancements, and ongoing business needs. Your work will directly influence system adoption, user confidence, and organizational effectiveness. As a trusted training expert, you will create learning...

Responsible for reviewing client’s renewals, looking into premium increases, identifying any gaps in coverage or coverage errors or omissions, and remarketing accounts as needed. Job Duties and Responsibilities (Essential Job Functions) Common job activities are listed below; actual position responsibilities may vary. Refer to your manager or human resources for specific duties and performance expectations. Review and compare client’s current policies with their renewal policies and investigate the reason for any major increases in premium. (30-40%) Advise client’s regarding insurance coverages and risk management issues. Identify any additional insurance needs, gaps in coverage or possible incorrect/outdated information. (20‑30%) Requote client’s policies as needed or as requested. Send applications/cancelation forms, issue new policies and enter information into the agency management system as needed. (20-30%) Stay up to date on carriers’ policies, packages,...

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 Account Executive to join our growing Property team in Minneapolis, MN . Designs, markets, and implements complex insurance programs on behalf of clients, with primary focus on property and related first-party insurance products.  Conducts strategic planning meetings with clients to discuss and recommend risk management programs.  Coordinates services between the client and the insurance company and provides day-to-day consulting and client advice.  Periodically functions as the overall Engagement Leader or Executive responsible for the account.  Delegates to others and responsible for providing leadership and potentially management to ensure all tasks are performed in a satisfactory manner by all involved.  How You Will Contribute Develops knowledge of a client’s business and industry and...

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 Minneapolis, MN .  The Employee Benefits Producer is responsible for increasing sales volume by developing new client relationships and expanding existing accounts. This role focuses on generating new business opportunities, managing the end-to-end sales process, and ensuring client retention through consistent relationship management. The Producer collaborates with internal team members to deliver exceptional customer service and provide tailored benefits solutions that meet client needs and drive satisfaction. 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...

Description Summary: The Community Mortgage Loan Officer drives partnerships with an emphasis on low to moderate census tracts in the community, developing strong relationships with nonprofit partnerships and local community organizations.  Duties & Responsibilities: Homebuyer Education Strong engagement in the community with a Non-Profit focus Develops new and expands internal and external referral sources to grow mortgage business Using consultative selling techniques, advises clients on mortgage loan options and other financial products. Provides excellent customer service from approval through closing, working closely with loan origination sources to secure and verify all information required for underwriting. Responsible for maintaining client relationships. Advises customers on the completion of loan applications. Performs other duties as assigned. Basic Qualifications: High school...

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 is a hybrid position. 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 - Responsible for all aspects of collections in conjunction with the respective operations...

Description Summary: The Mortgage Loan Officer - Retail position provides Simply the Best customer service to each customer at all times. Responsibilities include using internal and external referral sources to develop mortgage loan business; builds and maintains business relationships within the community. Duties & Responsibilities: Develops new and expands internal and external referral sources to grow mortgage business Using consultative selling techniques, advises clients on mortgage loan options and other financial products. Provides excellent customer service from approval through closing, working closely with loan origination sources to secure and verify all information required for underwriting. Responsible for maintaining client relationships. Advises customers on the completion of loan applications. Performs other duties as assigned. Basic Qualifications: High school diploma or GED...

MSIG USA continues to grow!  Company Overview: MSIG USA is the US-based subsidiary of  MS&AD Insurance Group Holdings, Inc. , one of the world’s top P&C carriers and a global Class 15 insurer, with A+ ratings and a reach that spans 40+ countries and regions. Leveraging our 350-year heritage, MSIG USA brings the financial strength, expertise, and global footprint to offer commercial insurance solutions that address your business’s unique risks. Summary/Job Purpose: Underwrites profitable property business on a nationwide basis in accordance with Corporate goals. Essential Functions: Selects and underwrites complex property risks within delegated underwriting authority. Reviews applications and requirements to determine acceptability of risk in accordance with Company guidelines and standards. Perform all aspects of the underwriting process and due diligence including review and analysis of financial documents and individual risk factors....