15 private client account manager jobs found

We’re seeking an Assistant Account Manager to join our team. In this role, you’ll support a defined book of business by completing key service tasks at the direction of the Client Service team. You will play a critical role in maintaining data integrity, ensuring accurate processing of policy transactions, and supporting client deliverables. This position offers growth through stretch assignments and exposure to client interaction, while working closely with Account Managers and Senior Account Managers to deliver high quality service. Your Impact: Execute assigned service tasks for a book of business with accuracy and efficiency Process policy transactions including certificates, endorsements, audits, and invoicing requests Maintain accurate and up to date documentation within the system of record Support client deliverables such as proposals, renewal materials, and loss analysis Perform initial review and quality checks on quotes and policy documents Contribute to team...

The Cross Family of Agencies welcomes you. We need your talent and expertise. Responsible for the retention, upselling and cross selling of an assigned book of HNW Personal Lines clients comprised primarily of CHUBB, Berkley One, AIG, Cincinnati and PURE accounts over $15k in premium.  Must work independently and proactively with executing all aspects of account management and servicing, handling client questions, remarketing and coverage review. **Position is posted as Hybrid but there is the possibility for fully remote for the right candidate depending on distance to Westport, CT**  Responsibilities include, but are not limited to:   Quoting on carrier sites, including application preparation, loss analysis, pre-underwriting of the risk for professional, quality new and renewal submissions.   Analyze and compare carrier quotes for proper coverage, terms and conditions in order to present the best coverage solutions to the client.  Comfortably have...

The Senior Mid-Market Account Manager is responsible for managing client relationships and ensuring customer satisfaction. This role involves developing account strategies, identifying client needs, and collaborating with internal teams to deliver effective solutions. The Account Manager acts as a liaison between clients and the company, ensuring the successful execution of services and driving client retention. ​This role is hybrid and will require 1-3 days in our Boston, MA or Guilford, CT office. Your Impact: Build and maintain strong relationships with clients, understanding their business objectives. Develop and implement account plans to meet client needs and achieve revenue targets. Identify opportunities for upselling and cross-selling products and services. Collaborate with internal teams to ensure timely delivery of services and resolve client issues. Monitor account performance and provide regular updates and reports to clients. Successful...

The Cross Family of Agencies welcomes you. We need your talent and expertise. Cross Private Client- Greenwich Personal Lines Account manager Account Manager Position overview: Account Managers in the Personal Lines Department are tasked with maintaining the primary relationship and being a point of contact with our clients once an account is established. They are experienced, knowledgeable insurance professionals who assist our clients in maintaining a current personal insurance program. In order to pro-actively and re-actively service our accounts, they must have exemplary communication skills and be inquisitive in nature to uncover exposures for our clients. Account Managers process changes, conduct account reviews, take first claim reports, solve issues as appropriate and advise the clients on how best to protect their assets. They are expected to round accounts and cross-sell business with both our Commercial and Financial Services departments to assist in...

Job Description 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 Payroll Territory Manager (PTM), you will report to the Payroll Division Manager (PDM). Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Auris products and...

Make your mark in Data Management & Governance  As a world leader in commercial and personal insurance solutions operating in over 70 countries and jurisdictions, AIG’s Global Business Operations & IT team identifies and drives high-quality innovation and cost efficiency in all our processes, systems and operations. The organization ensures we operate as one globally consistent business delivering end-to-end services locally that contribute to our customers’ and AIG’s success. We are seeking a Data Access Manager to advance our data access controls strategy to enable a more automated, and metadata driven control framework.   How you will create an impact We are seeking a Data Access Manager to join our Data Governance team and play a hands-on role in operationalizing data access controls across our global data warehouse. In this role, you will be responsible for the implementation, configuration, and ongoing management of data access policies and related metadata...

Assistant Asset Management Analyst - VZH8A3 We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              Assistant Asset Management Operational Analyst, Private Real Estate, HIMCO HIMCO (The Hartford Investment Management Company) is seeking an Assistant Asset Management Operational Analyst to support operational and analytical activities for a $14B+ private real estate portfolio of equity and debt investments. The Assistant Analyst will provide investment operational support to the Private Real Estate team and perform analytical work across a group of real estate assets, including debt, equity, and fund investments. The role partners closely with multiple internal functional areas in a dynamic, fast-paced environment. This position is...

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 Join Allstate’s Litigation Services team as a Paralegal Specialist, where your contributions will be essential to delivering strong legal outcomes and exceptional service to our clients. Based in Connecticut, this remote role offers the opportunity to work closely with experienced attorneys on high-impact insurance defense matters, including bodily injury, third-party liability, and uninsured/underinsured motorist (UI/UIM) cases. You'll take ownership of the litigation lifecycle - from preparing answers and managing discovery to...

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.   Job Description: Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work in the contiguous states plus AK. The opportunity: Are you a strategic underwriting leader who thrives in a collaborative, high-impact environment? We are seeking an Associate Director,...

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 Personal Lines High Net Worth Account Executive would be responsible for providing professional stewardship to include annual exposure reviews ensuring that their clients are adequately protected. This would involve conducting...

This is an opportunity to join Ascot Group - one of the world’s preeminent specialty risk underwriting organizations. Designed as a modern-era company operating through an ecosystem of interconnected global operating platforms, we’re bound by a common mission and purpose: One Ascot. Our greatest strength is a talented team who flourish in a collaborative, inclusive, and entrepreneurial culture, steeped in underwriting excellence, integrity, and a passion to find a better way,  The Ascot Way . The Ascot Way guides our people and our organization. Our underwriting platforms collaborate to find creative ways to deploy our capital in a true cross-product and cross-platform approach. These platforms work as one, deploying our capital creatively through our unique Fusion Model: Client Centric, Risk Centric, Technology Centric. Built to be resilient, Ascot maximizes client financial security while delivering bespoke products and world-class service — both pre- and post-claims....

Crum & Forster Company Overview Travel Insured International , a Crum & Forster company, is hiring a Senior Specialist, Marketing. Travel Insured International is a leading travel insurance provider with more than 30 years in business. As a key component of our Specialty Business Unit, within the Accident & Health division, TII provides travel protection plans to help each individual travel confidently. Travel Insured International is proud to offer products to consumers and to agency partners of all sizes. We're committed to providing dependable coverage, great value, and end-to-end satisfaction for all customers. Job Description What you will do:   We are looking for an experienced Senior Marketing Specialist to join our Travel Insurance team in Glastonbury, CT.   This role will be responsible for developing and executing comprehensive, integrated marketing campaigns — spanning digital, email, and...

Crum & Forster Company Overview Since 2000, Crum & Forster’s Accident & Health division (A&H) has offered a diverse portfolio of specialty insurance and reinsurance products nationwide. We place a strong focus on product development and creative distribution methods, along with excellent client service and support.   In addition to our robust domestic portfolio, which spans both special risk and medical solutions, A&H works on an international basis through various partnerships. Our global capabilities provide our partners with even broader flexibility in underwriting solutions.   The qualities and capabilities of Crum & Forster Accident & Health demonstrate our philosophy of building meaningful, long-term partnerships and our dedication to providing alternative strategies in an ever-changing insurance market.   The A&H Specialty Business Unit (SBU) takes a forward-thinking, flexible approach to solutions...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Data Analytics Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...

Crum & Forster Company Overview Travel Insured International (TII) , a Crum & Forster company, is hiring a Partner Growth Director, Digital Commerce for the Partner Business Center team, specializing in eCommerce travel verticals, including airlines, Online Travel Agencies (OTA)’s, hotels, cruise lines and tour operators. Travel Insured International (TII), a leading travel insurance provider for more than 30 years, is seeking a Partner Growth Director, Digital Commerce to accelerate growth across the travel ecosystem. As a Partner Growth Director, Digital Commerce, you will own key relationships with global partners, working with them to identify additional revenue opportunities then project managing the required changes with internal and external teams.   To drive effectiveness in this role, you will have a successful track record in developing and executing growth strategies.   As a Partner Growth Director, Digital Commerce, you will...