3 client service consultant pc jobs found

Job Description: We are looking to add a Client Service Consultant to join our Property Casualty team in Denver, CO . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Understand client operations and exposures to ensure appropriate coverage is in place or coverage options are provided. Consult with the team for pre-renewal meetings on qualifying accounts and development of client opportunities. Market renewal policies and negotiate with insurance company underwriters. Review quotes on accounts for accuracy and prepare proposal documents for client. Be accountable for account and policy accuracy by ensuring that all customer information as well as items received by carriers are accurate and current including coverage schedules, policies, endorsements, and audits. Prepares client renewal documents and saves...

Position Summary The Client Relationship Manager supports the Director, Client Relationship across their book of business (BOB) in fund management, with direct client and vendor liaison as required by the Director, Client Relationship. The Client Relationship Manager works alongside the Director, Client Relationship to learn the role, with a gradual increase in responsibility as appropriate. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Monitors government filings and current government regulations that may affect the operations of the Company or the client.  Facilitates client meetings, including minute-taking and recording key actions from board meetings. Manages contracts and documentation including client financial statements, Summary Plan Descriptions, benefit communications, and other documents at the direction of client...

Join Our Team as a Junior Agent Support Representative! Are you detail-oriented, organized, and ready to support a dynamic team of professionals? We're seeking a Junior Agent Support Representative to provide essential support that helps our agents succeed. If you're ready to jump into a role where you’ll be the backbone of operations, ensuring efficiency and smooth communication, this is the job for you! Your Impact: Review and submit completed applications, production reports, and acreage reports. Respond to work-related correspondence (email, phone calls) within business hours. Gain working knowledge of Harvest Guard, including inputting client information, building units and databases, and updating production records. Collect and provide critical information to help agents perform efficiently. Audit all applications, production reports, and schedules of insurance for accuracy. Assist agents by submitting claims and managing client trackers....