62 client service manager jobs found

Objective: The Client Service Manager is responsible for delivering a high level of service to Heffernan Financial Services Division clients, and to the Advisors the Client Service Manager supports in the Division. The Client Service Manager is expected to enhance client relationships as well as be an advocate for each client. In all aspects of the position, the Client Service Manager must promote professionalism, have a positive attitude, and take a proactive approach to their role. Managing ahead of the Advisor's day-to-day flow and staying on top of each client are of paramount importance. Client Service Manager must be highly conscientious, organized, and accurate in their work.   Responsibilities Include: Respond to all client requests promptly. Update voicemail greeting message daily. Create, maintain, and update client and prospect accounts and agreements with Geneos Wealth Management.  Create, send, process, and follow up on all client paperwork...

Higginbotham , a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a  Commercial Insurance Account Manager for our Scottsdale, AZ  office. The  Commercial Lines Account Manager provides prompt, accurate and courteous service to our clients and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial accounts. Essential Tasks: Collectively or independently 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 Prepares necessary proposals, summaries of insurance and applications, submits or...

Crum & Forster Company Overview Crum & Forster (C&F) , with a proud history dating to 1822, provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. C&F enjoys a financial strength rating of "A+" (Superior) by AM Best and is proud of our superior customer service platform. Our claims and risk engineering services are recognized as among the best in the industry. Our most valuable asset is our people: more than 2000 employees in locations throughout the United States. The company is increasingly winning recognition as a great place to work, earning several workplace and wellness awards, including the 2025 Great Place to Work ® Award for our employee-first focus and our steadfast commitment to diversity, equity and Inclusion. C&F is part of Fairfax Financial Holdings, a global, billion dollar organization.  For more information about Crum & Forster, please...

New Business Specialist provides support to the sales team when processing client applications across several lines of business. This role needs to ensure questions and applications are answered thoroughly meeting guidelines and compliance standards.   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 each issuance to ensure underwriting guidelines or for compliance purposes. (20%) Enters information into Agency Management System following company guidelines. (20%) Completes processing of application using established guidelines. (10%) Follows up with agent for any trailing documents required by carrier. (10%) Submits and issues new business policies with carriers. (20%) Follows up in agency management system to ensure policy downloaded or was entered correctly...

The WC Senior Claims Specialist handles complex and high-profile Workers' Compensation claims following company standards. This role works closely with case managers and attorneys, manages subrogation, and negotiates settlements. The Senior Claims Specialist ensures the best possible outcome for the claim, meeting customer service expectations, and supporting the goals of the Claims Department and CorVel. This is a remote position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Receives Workers’ Compensation claim, confirms policy coverage and acknowledgement of the claim Determines validity and compensability of the claim by investigating and gathering information regarding the claim and files necessary documentation with state agencies Establishes reserves and authorizes payments within reserving authority limits Develops and manages well documented action plans with the case manager and outcomes manager to reduce overall cost of the claim Coordinates early...

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 RN Field Case Manager This Field Case Manager will cover our Phoenix, AZ region and must live in this area in order to be considered. Must be an RN and have as least 1.5 years of prior Field Case Manager workers compensation experience. ​ PRIMARY PURPOSE OF THE ROLE: Sedgwick Field Case Managers work face to face with their injured workers and medical providers t o facilitate; though advocacy, progressive medical treatment, and timely return-to-work;...

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   Employee Benefits Account Manager   to join our growing team in   Phoenix, AZ!         The Account Manager is primarily responsible for open enrollment coordination and day to day servicing.  Account Managers work closely with Account Executives and Producers to ensure that client expectations are met while adhering to the service model.     How You Will Contribute:     Serve as the primary service contact for clients and coordinate with necessary parties. Build and maintain strong broker and client relationships. Manage daily operations and tasks for assigned accounts. Meet all required licensing and enrollment timeline requirements. Coordinate with vendors and carriers to support enrollment processes and resolve issues. Address client...

Company Details     Berkley Oil & Gas, (a W.R. Berkley Company) is an insurance underwriting manager providing unique property and casualty products and risk services to customers engaged in the energy sector.  Our customers recognize the importance of the expertise we provide and appreciate the opportunity to work with professionals who understand their business.  We are in turn committed to delivering innovative products and exceptional service to them, our valued agents and brokers, Berkley Oil & Gas is dedicated in its efforts to be well-informed of the changing dynamics of the industry; support industry efforts to minimize and mitigate risks and hazards in the ‘oil patch’, and to constantly seek ways to improve our products and services to meet customer needs.   Company URL:  https://berkleyoil-gas.com/   The company is an equal opportunity employer. Responsibilities The Associate Actuary’s role is to...

If you’re passionate about being part of a dynamic organization that enables a Fortune 100 company with nearly $70 billion in annual sales to drive innovation and adopt new technologies that deliver business results, then Nationwide’s Technology team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. We are seeking a Corporate Security Officer to support a professional corporate environment and help maintain a safe and secure workplace. This role is second shift, 2:00 p.m. to 10:00 p.m., with two consecutive days off during the week. Candidates must be available to work weekends and holidays as needed. Must possess and maintain a valid Arizona DPS Guard Card license, unarmed or armed as applicable. This position is ideal for someone who is reliable, detail oriented, and...

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. The Account Manager, Senior Living serves as the operational backbone of the client service team, maintaining comprehensive account knowledge and ensuring all internal documentation is accurate, organized, and accessible. This role supports the Account Executive, Senior Account Executive, and Associate Account Executive by managing the administrative and process-driven aspects of marketing and placement. The Account Manager coordinates with...

This position is for our subsidiary: Allcat Claims Service, LLC To know more, visit us at http://www.allcatclaims.com ABOUT ALLCAT CLAIMS SERVICE Allcat Claims Service   is a professional third-party claim adjusting organization that places a strong emphasis on learning, development, and performance excellence. We support and challenge our employees to continuously build their skills and reach their full potential while delivering high-quality service to our clients.  We are   a young and energetic company that places a high emphasis on learning and personal development by supporting and challenging its people to reach their full potential. As a result, Allcat Claims Service places a premium on customer service, quality and rapid integration of emerging technology. Most importantly, we pride ourselves on handling claims both professionally and ethically. Our commitment to “Raising the Bar” has allowed us to grow our client and adjuster relationships over...

  When someone needs coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Burns & Wilcox offers unparalleled resources and exposure for those looking to excel in the specialty insurance industry. We are looking for candidates with an entrepreneurial spirit and drive for career advancement to join our team as a Commercial Lines Underwriter. The Commercial Lines Underwriter will have the opportunity to grow a book of business by underwriting new commercial business and increasing renewal business through the cultivation of client relationships. Responsibilities Build, maintain, and grow a book of business Manage agency relationships and serve as lead client contact Create and execute marketing plans 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...

HUB International  is a leading global insurance brokerage that provides a broad array of property and casualty, life and health, employee benefits, investment, and risk management products and services. We are seeking dynamic and highly motivated Customer Service Professionals to join our team. Why Choose HUB? Throughout our network of more than 600 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development .  Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are...

About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Why Choose HUB? Throughout our network of more than 600 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development . Our entrepreneurial culture fosters an environment that...

As an Associate Manager - Health and Benefits Consulting 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. 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...

About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Leader responsible for market penetration through targeted Payroll campaigns that deliver incremental revenue from new and/or existing clients. As a Payroll Division Manager (PDM), you will report to a regional Vice President (VP). PDM’s must manage and achieve their Division’s productive sales goal on a monthly basis while managing and leading a team of Payroll Territory Managers (PTM) and Senior Product Advisors (SPAs), which are responsible...

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 a Senior Commercial Lines Account Manager to join our growing team in Phoenix, AZ!      As the Account Manager for an assigned book of business, use appropriate judgment and decision-making skills to provide service for customer accounts and transactions, in support of the production and retention of the business. The Account Manager is responsible for building, expanding, and solidifying relationships with clients at all levels within the company and leading appropriate resources to address the client’s needs, including risk identification and resolution of underwriting or policy issues, accounting issues, claims issues, etc.        How You Will Contribute:    Working on CISR or CRIS Designation Program   Summary of insurance  Insurance Coverage Review – Prepare with a summary & give to...

About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Field Sales Representative you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other...

Position Overview The Personal Lines Manager is a newly created role designed to scale and optimize the operational execution of the Personal Lines business unit. This position serves as the operational backbone of the team, owning day-to-day service delivery and supporting the Personal Lines team where needed. This role is ideal for a strong operational leader who thrives in translating strategy into execution, ensuring consistency, accountability, and an elevated client experience across the Personal Lines division. Key Responsibilities 1. Day-to-Day Team Leadership & Execution Serve as the primary point of contact for Personal Lines service staff and support teams Assign, prioritize, and monitor workloads to ensure efficiency and balance Ensure service standards, response times, and internal SLAs are consistently met Support onboarding, training, and ongoing performance expectations for team members Provide guidance and real-time...

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 a Personal Lines Sales Executive to join our team in Phoenix, AZ! The Personal Lines Sales Executive is responsible for driving new business growth by identifying prospects, building relationships with key decision-makers, developing customized sales strategies, and collaborating with internal teams to ensure seamless client onboarding and retention. How You Will Contribute: Prospect, develop, propose, and bind new business. Actively pursue new client prospects through telemarketing, networking, and personal referrals. Renew existing clients every year. Assist in the collection of required coverage information and necessary deposit and renewal premiums. Maintain the proper documentation for existing and prospective clients. Oversee all aspects of your new clients with the...