25 client service analyst jobs found

Entry-level position where the candidate will gain the foundational skills needed in employee benefits and insurance to advance client strategies and fulfill objectives of the Financial Team & Employee Benefits Department. PRIMARY RESPONSIBILITIES: Contributes to a wide variety of projects involving design, financing, delivery, ongoing management and communication of health and group benefit programs for Employee Benefits clients. Coordinates reporting workflow, project management, & project communication. Completes basic monthly financial reporting, mostly independently and more complex deliverables and projects with oversight. Education & Experience: Bachelor’s degree required; Study in business, risk management, math, or relevant work experience preferred Competence in Microsoft Office Suite, with demonstrated proficiency in Microsoft Excel (Pivot Tables, xlookup, etc.) required. Experience with macros preferred but not required. Power BI (or...

The Capture Center Specialist participates in all assigned activities pertaining to scanning, matching and attaching EOR and bill to be returned to the client and responding to phone calls from the providers. The participant will handle all incoming mail and faxes. The participant is also responsible for making sure that the bills are returned to the client within a timely manner and understanding how to communicate with the supervisor any delays that would prevent the work from being returned in a timely manner. The participants are responsible for working as a team and assisting each other when required to make sure the goals are met or achieved. To successfully accomplish these responsibilities the Capture Center Specialist will work closely with the analyst and supervisor. This is an onsite role. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Identifying and indexing all incoming faxes to the appropriate file, on a daily and timely basis Scans paper documents and...

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...

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 Telephonic Case Manager PRIMARY PURPOSE OF THE ROLE: While partnering with the injured worker, employer, and medical providers, create a case management strategy to facilitate medical recovery and a successful return to work through advocacy, communication and coordination of medical services. ARE YOU AN IDEAL CANDIDATE? We are looking for enthusiastic candidates who thrive in a collaborative environment, who are driven to deliver great work. Apply your...

Position Summary: The Employee Benefits Account Executive serves as the primary client advisor and operational leader for complex employee benefit accounts. This role is responsible for executing the client service strategy, overseeing the account team, and ensuring consistent delivery aligned with the firm’s Gold Standard Service Model. The Account Executive focuses on technical expertise, service execution, compliance, and proactive client engagement while supporting producers and contributing to client retention and satisfaction. Essential Tasks: Manages a complex book of business and accounts comprised of clients with mostly of self- funded methods, advanced contract features, and structures that require a higher level of expertise Provides strong insurance technical expertise to clients and members of the internal account management and sales teams Works to develop and retain consultative, partnership relationships with customers/prospects Creates and executes...

Position Summary:  The Commercial Lines Client Service Manager   is responsible for assisting producers and clients in maintaining insurance coverage for commercial lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations. Supervisory Responsibilities: None Essential Tasks: Prepare endorsement requests to send to insurance carriers Follow-up on receipt of endorsements to existing policies Processing endorsements, including invoicing and delivery to client Processing of audits, including verification of rates, exposures, and prior premiums Handling/processing of cancellations and billing issues Communication with staff and clients as needed to gather needed information for changes to policies Knowledge of and adherence to, agency procedures Provide technical support to Marketing Executives and Producers as needed Establish and maintain relationships with both internal and external clients Core...

About Acrisure    A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.    In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.  Job Summary: Acrisure is seeking a Workers’ Compensation Claims Examiner. This role is responsible for managing lost time workers’ compensation claims from assignment through resolution while ensuring timely, accurate, and compliant claim handling. The adjuster will...

CAC Group, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry’s best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry. This is an entry-level customer service position responsible for assisting staff and supporting the team’s book of business. This includes the marketing process for new and renewal business, providing a high level of customer service on a daily basis, communication and problem solving, all in order to maintain and promote business growth. Duties & Responsibilities: Participate in day-to-day operations of a service team and the...

The Account Coordinator is an entry-level customer service position responsible for managing the day-to-day functions of an assigned book of business within the Education Practice while providing exceptional customer service to clients. CAC, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry’s best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry. Duties & Responsibilities: Participate in day-to-day operations of a service team and the assigned book of business Partner with the team and Producers to assist with customer service needs to maintain...

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 Sr. Claims Specialist, Medical Malpractice | Professional Liability PRIMARY PURPOSE OF THE ROLE: To analyze complex or technically difficult medical malpractice claims; to provide resolution of highly complex nature and/or severe injury claims; to coordinate case management within Company standards, industry best practices and specific client service requirements; and to manage the total claim costs while providing high levels of customer service. ARE YOU AN IDEAL...

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 Examiner - Workers' Compensation | Jurisdiction: Southeast States | Licensing: Required - 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 adjudicate complex customer claims in the context of an energetic culture.  Deliver innovative customer-facing solutions to clients who represent virtually every...

About Acrisure    A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.    In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.  Job Summary: Acrisure is seeking a Workers’ Compensation Claims Examiner. This role is responsible for managing lost time workers’ compensation claims from assignment through resolution while ensuring timely, accurate, and compliant claim handling. The adjuster will...

Description Summary: As an integral part of the Huntington Private Client Group, the PCG Loan Portfolio Manager - Senior develops and maintains profitable commercial loan relationships to businesses and individuals in PFG within lending limits (larger loans go through commercial lending) including loan renewals.   Duties and Responsibilities: Identifying needs, developing fundamental loan recommendations (including cross-sales), negotiating loan terms, approving/coordinating approval of loans, portfolio risk monitoring, and researching basic business issues.   Ability to spread and underwrite business and personal tax returns Administers PFG loan portfolio which includes following up on financial statements, exceptions, past due loans, changes in borrower's financial condition, and loan reporting.   Administers portfolio in compliance with Credit Policy including timely recognition for watch list,...

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 Adjuster - Workers Compensation | Jurisdiction: MI, TX, IN, IL, OH | Licensing: Required - 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 adjudicate complex customer claims in the context of an energetic culture.  ARE YOU AN IDEAL CANDIDATE? We are looking for driven individuals that embody our...

Description The incumbent in this will cover the gulf coast of Louisiana, Alabama , Mississippi and should located one of those states near the coast. Summary: The SBA Product Business Development Ofc Sr is responsible for marketing a full range of banking services to Small Business Administration (SBA) loan eligible businesses with emphasis on client contact, origination and analysis.  Duties & Responsibilities: Responsible for self sourcing SBA loan origination with emphasis on client contact, origination and analysis. Typical loan amounts are for $350K - $5MM. Reviews financial statements and supporting documents, structures SBA loan proposals, completes initial analysis, and prepares credit package. Ensures compliance with applicable federal, state and local laws and regulations, agency guidelines and organization policies. Performs other duties as assigned. Basic Qualifications:...

CAC Group, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry’s best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry. Responsible for marketing new and renewed business within a specific P&C service team Assist with pre-renewal and renewal meetings to present results to established client contacts Oversee a team of employees handling a specific book of business Prepare and participate in prospect and client presentation meetings Ability to present renewal meetings and/or stewardship reviews to established clients Prepare, review, and supervise...

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: This position is responsible to adjust assigned claims within delegated limits of authority, conduct timely and thorough investigations, handle subrogation claims, and complete fair and equitable claim settlements in accordance with MSMM Claim Handling Guidelines and/or requirements of principals regarding TPA business to ensure services are provided in a fair, equitable and timely manner. Essential Functions: Receives new claim assignments of a moderate to complex nature and analyzes...

Higginbotham , a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a  Commercial Lines Account Manager for our Birmingham, AL office. Position Summary: The Commercial Lines Account Manager provides prompt, accurate and courteous service to our clients, producers and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial accounts.  This role will be working with a book focused on construction.  Essential Tasks: Collectively plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly Generating...

As the Client Manager, Group Benefits - Premier Accounts, you will be the main contact for our Premier Account (mid market) client relationships. This role is directly accountable for client retention, satisfaction, and enhancing the client experience. You will be responsible for persistence, growth, and profitability of your book of business through relationship development with clients, brokers, and key internal stakeholders. client management and negotiation skills are essential for this role. You are   Well versed on consultative selling skills, negotiation skills, and the ability to influence and persuade Comfortable with virtual communication, presentation, consultative selling, and relationship building A team player with ability to build relationships and effectively interact both internally and externally with individuals at all levels of the organization and customer orientation Able to collaborate across internal teams including...

Description Summary: The Auto Finance Portfolio Manager III Services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. Owns primary responsibility for the credit and monitoring of Auto Finance portfolio risks. Must have demonstrated, extensive formal credit training and experience as approval officer in Commercial Auto Finance. This position is available in the states listed. Duties & Responsibilities: Candidate will develop automotive dealership new client relationships through outside calling sales activities in assigned market area.   Uncovering and negotiating new commercial loan business, banking products and services opportunities for new dealer prospects. Working through assigned credit partners candidate would follow...