52 customer account professional jobs found

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Salary Grade: 235 Replacement Position: 1 Location: Madison, WI Hours: TBD Job Purpose: Under the direction of the Lending Operations Manager, this position performs Service Functions for the Lending Products. This position interacts with customers & CMG Distribution Staff to gather and analyze customer needs making recommendations for Lending Products to fill those needs....

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   DentaQuest manages dental and vision benefits for more than 33 million Americans. Our outcomes-based, cost-effective solutions are designed for Medicaid and CHIP, Medicare Advantage, small and large businesses, and individuals. With a focus on prevention and value, we aim to make quality care accessible to improve the oral health of all....

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose:   This position is responsible for developing and enhancing our retirement products and services relationships with credit union leaders to ensure internal and external customer satisfaction.  The focus of this role is on the credit union and participant satisfaction with current and new retirement programs and ongoing retention of business.  The role provides high...

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 Regional Account Manager As a Regional Account Manager at Sedgwick, you’ll have the opportunity to take on new challenges and help solve complex problems for the world’s best brands. Deliver innovative customer-facing solutions to clients who represent virtually every industry and comprise some of the world’s most respected organizations.  Be a part of a rapidly growing, industry-leading global company known for its excellence and customer service.  Leverage...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description Empower Possibility. Protect What Matters. Build a Career You’re Proud Of. As an Allstate Sales Consultant, you’ll do more than sell insurance — you’ll help customers protect what matters most while building a career with purpose, backed by a Fortune 100 brand. In this role, you’ll play a key role in driving local sales growth through proactive prospecting, lead generation, networking, and relationship building within your community and surrounding areas. Y ou’ll identify gaps in home and auto insurance plans,...

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 Placement Specialist to join our growing team.  The individual in this role will be responsible for managing and executing key components of the new business and renewal processes for insurance accounts. This includes overseeing timelines,...

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.  Scope:     The Placement Assistant supports the Placement Team in the marketing and placement of insurance programs for both prospective and renewal accounts. This role is instrumental in submission preparation, data entry, document generation, and carrier communication. The individual will serve...

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 Placement Specialist to join our growing team.  The individual in this role will be responsible for managing and executing key components of the new business and renewal processes for insurance accounts. This includes overseeing timelines,...

Essential Duties and Responsibilities:  Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing commercial accounts. Provide assistance to Producers in handling and processing new commercial lines business. Review renewal requests, endorsements and audits for accuracy. Prepare Auto ID Cards, Evidence of Property, Summary of Insurance, Certificates of Insurance and Binders. Obtain Renewal information requested by the company underwriter. Prepare Pre-Renewal Packets and maintain underwriting and marketing information by carrier. Review company issued New and Renewal policies for accuracy in rating, typing, endorsements forms and coverages. Review all Accord applications for accuracy. Work with Accounting to invoice all premium bearing Agency bill transactions Handle telephone requests and written miscellaneous correspondence (ex: Bank requests). Process cancellations requests....

As a Renewal Underwriting Executive in our National Account business unit, you will provide consistent customized service through professional communication with customers and brokers. Sentry’s dedication to customers is embodied by our best employees. At Sentry, our associates take care of our customers with a passion for service and delivering business results. The primary responsibility is to retain accounts by developing and delivering a comprehensive stewardship process that fosters strong relationships with assigned National Accounts. The Renewal Underwriting Executive applies underwriting policy, philosophy and procedures to evaluate the acceptability of submitted or existing business.  The Renewal Underwriting Executive will serve the Chicago territory and will reside in the Madison, WI, Milwaukee, WI or Stevens Point, WI area. If the selected candidate resides in Stevens Point, WI they will report to our Division Street office location. Based on qualifications and...

Job Description 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: The individual in this role will be responsible for managing and executing key components of the new business and renewal processes for mid-to-large commercial insurance accounts. This includes overseeing timelines, conducting exposure and...

Why Ansay? Our culture creates a value-driven, innovative, fun environment in which our employees are valued and respected. We are inspired to provide client support that has built a strong reputation in our communities. We offer: ✅ A robust benefits package, including health coverage and 401(k) matching ✅ Professional development supported with tuition reimbursements and on-site continued education ✅ 32 paid volunteering hours per year to give back to your community ✅ A supportive, team-oriented atmosphere with opportunities for growth Essential Responsibilities Client Support & Relationship Management: Review company-issued new and renewal policies for accuracy in rating, endorsement forms, and coverage. Assist clients with loss claims and follow up as needed based on workflow. Make pre-renewal calls to clients and provide client education as needed. Obtain information requested by the insurance carrier underwriter. Prepare Auto ID cards, Evidence of...

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 an Account Manager to join our growing team. The Account Manager is the primary day-to-day contact for all service needs for both external and internal customers. They are accountable for facilitating team service deliverables and managing...

Key Responsibilities Lead, mentor, and support the Commercial Lines team, fostering collaboration and professional growth. Oversee the day-to-day servicing of commercial insurance accounts, ensuring accuracy, timeliness, and adherence to agency standards. Act as a resource for complex coverage questions, client escalations, and policy-related issues. Monitor workloads, prioritize assignments, and ensure efficient workflow distribution across the team. Support training and development initiatives, identifying opportunities for process improvement and skill enhancement. Collaborate with producers, account managers, and leadership to ensure client retention and satisfaction goals are met. Maintain strong relationships with carriers and underwriters to support placement and renewal strategies. Review and monitor key performance indicators (KPIs) for team productivity, quality, and client service. Assist with the onboarding of new team members and implementation of...

Job Title: Account Manager  Line of Business:   Commercial Agency/Platform:   Midwest Division      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 has 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.      Job Summary:   The Account Manager (AM) is the primary day-to-day contact for all service needs for both external and internal customers....

We are adding a Customer Solutions Specialist I (Bilingual/Spanish) to our team! This is a hybrid position requiring individuals to work in office 10 days per month; or as needed for business needs.   Who We Are: Since 1909, National Guardian Life Insurance Company (NGL) has been one of America’s most successful and highly rated independent life insurance companies. We specialize in a suite of innovative products for life’s journey, giving people the financial stability, careful guidance and peace of mind to lead a life filled with confidence, dignity and grace.   NGL's Core Values – integrity, dependability, collaboration, compassion and growth are a foundation of our company and help to build on the interactions we have with our policyholders, partners, funeral homes and each other. We believe in creating an inclusive, welcoming environment for all where diversity is celebrated, and everyone is encouraged to live their best, most authentic self. We offer...

We are adding an Agent Solutions Coordinator to our team! This is a hybrid position requiring individuals to work in office 10 days per month; or as needed for business needs.   Who We Are: Since 1909, National Guardian Life Insurance Company (NGL) has been one of America’s most successful and highly rated independent life insurance companies. We specialize in a suite of innovative products for life’s journey, giving people the financial stability, careful guidance and peace of mind to lead a life filled with confidence, dignity and grace.   NGL's Core Values – integrity, dependability, collaboration, compassion and growth are a foundation of our company and help to build on the interactions we have with our policyholders, partners, funeral homes and each other. We believe in creating an inclusive, welcoming environment for all where diversity is celebrated, and everyone is encouraged to live their best, most authentic self. We offer  Employee Resource...

The Claims Analyst, Senior Claims Analyst independently adjudicates multi-state workers’ compensation indemnity, EL and subrogation claim files that are generally non-catastrophic in nature.   ESSENTIAL FUNCTIONS 1. Receives lost time assignments. Verifies and determines applicability of coverage. Completes 24  hour contact with employer, employee and attending physician inclusive of telephonic contact,  recorded statements and/or in person interviews with insured, employee, physician, and witnesses. 2. Reviews all coverage issues and determines compensability within Midwest standards.  3. Aggressively manages all aspects of the workers’ compensation claims management process inclusive  of litigation, and providing direction to defense counsel. 4. Responsible for customer relations management, consistently establishing and maintaining high levels of trust and confidence with clients, through constant contacts, prompt response and resolving client’s questions and claim...

Sentry is seeking a skilled administrative and operational support professional for our Investments department. This position will include manually entering data, generating reports, completing forms and compliance requests, and reviewing incoming mail. This role will also monitor trades to ensure correct allocations and work with brokers and/or custodian banks on settlement issues. What You'll Do As an Investments Operations Technician , you will: Monitor security trades for accurate allocations and settlements to ensure portfolio positions remain up to date.  Communicate with portfolio managers, brokers and custodian banks to resolve discrepancies in a timely manner. Input securities transactions and other applicable data into accounting, trading and investment management systems to ensure tea members have access to up-to-date information when making investment decisions that support strong returns.  Verifies transactions and holdings to ensure accuracy and...

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 550 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...