113 client services manager jobs found

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Municipal Bond Credit Analyst/PM reports directly to the Director of Fixed Income. This role is responsible for all areas of the firm’s municipal bond market research and portfolio management including municipal bond trading, portfolio construction and issuer due diligence/credit research/surveillance.     Job Responsibilities : Execute fixed income trades across multiple fixed income trading platforms including but not limited to Fidelity, Altruist, Schwab, BondNav, iCAP, Bloomberg, and Tradeweb. Ongoing security valuations for various fixed income sectors prior to purchase to ensure compliance with Best...

Overview AmTrust Financial Services, a fast growing commercial insurance company, has a need for a Telephonic Medical Case Manager, RN.   PRIMARY PURPOSE:  To provide comprehensive quality telephonic case management to proactively drive a medically appropriate return to work through engagement with the injured employee, provider and employer.  Our nurses will be empathetic informative medical resources for our injured employees and they will partner with our adjusters to develop a personalized holistic approach for each claim.  These responsibilities may include utilization review, pharmacy oversight and care coordination.    This position is remote in Pennsylvania ! Responsibilities Uses clinical/nursing skills to determine whether all aspects of a patient’s care, at every level, are medically necessary and appropriately delivered. Perform Utilization Review activities prospectively, concurrently or...

About the role This position is part of the UW support career progression and may report to a Senior Specialist, UW Support, Team Leader, or to an Team Manager, Underwriting Support.  The Senior Underwriting Assistant is an individual contributor within the Underwriting Support Unit of the unit’s field operations.  This role assists the underwriters by screening risk offerings and with pre and post-binding processes. The role also performs services including problem-solving or research projects requiring broad insurance and/or procedural knowledge and works under direct supervision. This role will work on our AIG Risk Management business line. Key responsibilities: In addition to the traditional UA duties (see description below), this role will: Support regional UA Manager in overseeing all daily business activities and act as the first point of call for all UAs in the region Review new submissions against prescribed criteria to determine if risk qualifies for LOB...

As a   Health and Benefits Director, you will be a leader on the client service team and will be responsible for fostering relationships cross the client organization. You will be responsible for managing a wide array of projects, leveraging your experience to make recommendations on plan design and management for the full array of health and benefits programs. You will have the opportunity to generate business by participating in new business activities and expanding existing client engagements.  You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as the pivotal point of contact on all projects and working alongside industry experts on cutting edge solutions. The Role Lead the design/management of group medical, dental, wellbeing, disability and time off plans for clients. Responsibilities include: Serving as lead project manager for clients; materially contributing to project plan creation and...

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 Commercial Lines Account Executive join our team. Our Account Executives are pivotal in delivering exceptional service and innovative insurance solutions to our clients. In this role, you will be responsible for managing and growing a...

Acrisure is a Fintech leader empowering businesses and consumers alike with unmatched financial solutions. The Company is headquartered in Grand Rapids, Michigan, and employs over 15,000 colleagues in 21 countries. It is distinguished by its dynamic culture, fast paced environment and determination to drive innovation at all levels of the business. Under the leadership of Co-founder, Chairman and CEO Greg Williams, Acrisure has grown from $38 million to more than $4 billion in revenue in just under ten years.   Acrisure connects clients to financial solutions through the best of humans and an AI platform. Acrisure’s products include Insurance, Reinsurance, Cyber Services, Mortgage Origination and more to over 1.3 million clients around the world. Additionally, Acrisure is committed to social issues such as children’s health and DEI in financial services. Acrisure formed Evolution Advisors, a joint venture focused on providing access to financial services to minority-owned...

About the role This position is part of the UW support career progression and may report to a Senior Specialist, UW Support, Team Leader, or to an Team Manager, Underwriting Support.  The Senior Underwriting Assistant is an individual contributor within the Underwriting Support Unit of the unit’s field operations.  This role assists the underwriters by screening risk offerings and with pre and post-binding processes. The role also performs services including problem-solving or research projects requiring broad insurance and/or procedural knowledge and works under direct supervision. This role will work on our AIG Risk Management business line. Key responsibilities: In addition to the traditional UA duties (see description below), this role will: Support regional UA Manager in overseeing all daily business activities and act as the first point of call for all UAs in the region Review new submissions against prescribed criteria to determine if risk qualifies for LOB risk...

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 for its team in Bethlehem, PA !     The primary responsibilities are to sell and renew insurance to businesses in this community and region. Our team environment will provide you with a wealth of resources to help you reach your full potential. New sales are the focus of the position and cross sales of existing clients is also encouraged. As a full service agency, we can bring Personal Insurance, Commercial Insurance and Employee Benefits products to our customers. You will report directly to our Sales Manager.     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...

The Analyst, Pharmacy Financial, Actuarial Analysis Consulting works within the Financial, Actuarial and Analytics (FAA) team and closely with the Pharmacy Practice within Health and Benefits. As a Pharmacy Pricing Analyst you will contribute to a wide variety of complex projects involving design, financing and ongoing management of pharmacy benefit programs.  This is a foundational role that provides excellent opportunities to grow your pharmacy and broader health and benefits financial acumen and client management skills by working on cutting edge projects alongside leaders in the industry.    The Role As a Pricing Analyst specializing in pharmacy, you will work beside some of the industry’s top consultants while you progress toward becoming a thought leader of the future. You will have immediate exposure to real client assignments which will draw on your imagination and creativity as well as your ability to analyze data, draw conclusions and internally present results....

The Advisory Market Sr Account Implementation Manager , primarily handles complex and large group implementations, providing overall coordination and support to employers and brokers during the onboarding and set-up of customer’s new benefit plans/policies. This includes owning the implementation timeline, gathering required information, ensuring accurate data entry into systems, as well as coordinating with other departments to ensure a smooth transition for the new customer/policy.   You will Lead high-visibility and complex implementations, including PEO arrangements, 2,000+ life groups, and high-profile broker or customer relationships, while owning the overall implementation experience from finalist meeting through transition to service. Serve as the primary implementation leader and single point of contact for customers, brokers, and internal partners, ensuring clear communication, timely issue resolution, and a smooth...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Territory: Western Pennsylvnia *The successful candidate must live within the assigned territory. This role requires frequent travel throughout the territory. Regular, in person engagement with agency partners within your assigned territory is critical to maintain a level of field presence and visibility that supports Nationwide's commitment to deepening agency relationships and driving profitable growth. Successful candidates should possess: A strong...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Territory: This role covers the Philadelphia, PA and surrounding areas. Ideal Candidate Locations: The ideal candidate will live in Philadelphia or surrounding area.   This is a work-from-home position with day travel to policy locations (on average 3-4 days a week) via company vehicle (personal use, gas and maintenance included). Claims inspections will include onsite and virtual inspection. Depending on claim volume, this role may also support...

Job Description About Acrisure: Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Acrisure's Client Experience Vision: We engage clients with expertise and experience, enabling them to feel they have a partner and trusted advisor that understands their goals, needs and preferences. This understanding allows us to design program structure and provide risk and claims consulting...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Position to be based in territory which includes Philadelphia metro area. #LI-CL1 #LI-Remote Job Description Summary Do you thrive in an environment where you can put your critical thinking and communication skills to work every day? Do you appreciate being able to contribute individually as well as collaboratively? Our Surety Underwriting team values initiative, the ambition to grow and learn, a broad skill set that includes everything from marketing to...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This is a work-from-home position with day travel   to policy locations in Western PA   via company vehicle (personal use, gas and maintenance included). Claims inspections will include onsite and virtual inspection. Travel is estimated to be 50% for this role. Candidate Location: Pittsburgh, PA (preferred) Qualifications: ·         3-5 years of insurance field/property claims handling or adjusting experience ·         Solid experience with XactContents ·...

As a Senior Product Owner, Wealth Management, you will be responsible for defining, prioritizing, and driving product capabilities that support the Wealth Management business and enable a more intuitive, efficient, and valuable experience. This role serves as a critical connection point between business strategy, field/advisor needs, operational processes, technology delivery, data capabilities, and third-party platform partners. This role requires strong product ownership discipline, deep collaboration skills, and the ability to balance competing stakeholder needs while helping drive alignment, priorities, decisions, and execution. You will Translate product vision and business strategy into a prioritized backlog, clear requirements, user stories, acceptance criteria, and delivery priorities aligned to business, customer, and enterprise goals. Partner with Product Managers, Technology Leads, business stakeholders, operations, data, compliance, and third-party...

If you're passionate about being part of a diverse organization that enables a Fortune 100 company with nearly $70 billion in annual sales to deliver innovative business solutions with excellence, then Nationwide's Legal 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. This position will be hired on a   SuccessFlex   basis.   The hired associate must   reside   within 35 miles of the following location:   Pennsylvania - Wexford, 2559A Brandt School Road Work schedule: 3 days in office, 2 days remote.   This role does not qualify for employer sponsored work authorization. Nationwide does not   participate   in the STEM OPT extension program.   #LI-AM1 Job Description Summary Would you thrive in an environment where you can deliver top-quality legal...

Do you thrive in a role where you take ownership, build strong relationships, and solve complex challenges to deliver a high-quality client experience? Guardian is seeking a Regional Account Manager to support Executive Benefits supplemental disability and life products. In this role, you will independently manage a book of accounts and serve as a key relationship partner for clients, brokers, and internal teams throughout the lifecycle of each case. This position requires strong organization, proactive problem-solving, and the ability to deliver effective enrollment and service solutions that support both customers and business partners. You are: A curious, resourceful self-starter who enjoys solving problems and working across teams A strong communicator who builds trust with clients, brokers, and internal partners Able to take ambiguity and turn it into clear, actionable plans Motivated to improve processes and enhance the client and partner experience You...

This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 4 days per week at our Philadelphia, PA office location. The Assistant Account Manager supports the account management team in managing client accounts and ensuring exceptional service delivery. This role involves assisting in client communications, coordinating project timelines, and gathering data to help develop account strategies. The Assistant Account Manager plays a crucial role in maintaining client satisfaction and contributing to the overall success of the account management function. Your Impact Assist in managing client accounts and maintaining strong relationships. Support the Account Manager in developing and implementing account strategies. Coordinate communication between clients and internal teams to ensure timely project execution. Gather and analyze data related to client accounts, providing insights for account planning. Help prepare reports,...

About The Institutes Located in beautiful Malvern, Pennsylvania, The Institutes® are a not-for-profit comprised of diverse affiliates that educate, elevate, and connect people in the essential disciplines of risk management and insurance. Through products and services offered by our nearly 20 affiliated business units, people and organizations are empowered to help those in need with a focus on understanding, predicting, and preventing losses to create a more resilient world.   Additionally, we understand the importance of work-life balance—in 2026 Philly.com named us a Top Workplace for the eleventh year and USA Today named us a USA Top Workplace for the fourth year. We provide excellent benefits and a friendly, team-focused work environment to drive employee engagement.   Partnerships Manager The Partnerships Manager is responsible for identifying, building and working a pipeline of prospects. This position will focus on increasing sponsorship and...