16 private client account manager jobs found

The Captive Implementation Manager (CIM) is responsible for assigned new business implementations and managing select renewal activities that require review and approval from the Department of Insurance. The CIM serves as the project manager of these new implementations and certain renewal functions. The CIM will work independently and oversee key functions within the Captive Implementation Department pertaining to their assigned new implementation cases and select renewals. This position requires critical thinking, effective communication, and organization. The CIM must be creative and enjoy working within an entrepreneurial environment that is mission-driven, results-driven and community oriented.  The ideal individual will be organized and able to maintain a realistic balance among multiple priorities, can exercise good judgment in a variety of situations and demonstrate strong written and verbal communication skills.  The CIM is responsible for executing activities tied to...

The Life Practice Client Service Account Manager delivers exceptional client service and support. This role involves assisting with all aspects of day-to-day client interactions as directed by team members. Candidates must possess a strong understanding of the life insurance industry and a willingness to learn its complexities. The ideal candidate will be an outgoing, proactive problem-solver with proven success in managing a portfolio of High Net Worth/Private Client accounts. Your Impact Under minimal supervision, collect, analyze, and prepare information to facilitate requirements of client requests and/or support the activities of client team; outgoing client deliverables accurate. Direct interaction with clients on day-to-day questions and requests. Attend client meetings/conference calls regularly with team members. Work closely with National Life Practice Service Team to develop and implement processes and Best Practices. Attend Consultant and Vendor meetings and...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Sr. Client Manager, Commercial Risk assists in the coordination of carrier relationships on behalf of CRMG by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy. PRIMARY...

The Mid-Market Account Manager is responsible for managing an assigned book of business while developing long term relationships with clients. This position will also be responsible to respond to the day-to-day client inquiries and any needed client analytics. The Account Manager will interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. The Account Manager performs these essential functions of the position while meeting RSC quality and service standards. The Account Manager has a smaller book of business with less complex clients and assists the Team Leader and Account Executive(s) on their clients. The Account Manager is responsible for revenue growth – client expansion – on their personal book of business. The qualified candidate must have strong knowledge across the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans....

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. Our team members and leaders are expected to foster connection and teamwork by being present in the office at least 2 days per week. Medical Intelligence is a...

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 The Legal Administrative Assistant III provides administrative and operational support for Client Legal Services attorneys under general attorney supervision. This role supports insurance defense litigation matters by entering and managing case-related data, including pleadings, motions, and correspondence related to trial, arbitration, and mediation. The assistant is responsible for calendar management, scheduling litigation events, e-filing, and supporting case workflows that require accuracy, adaptability, and strong external...

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: The opportunity: The Sales Associate Account Manager provides high level support to the Sales Team and is an integral part of the sales process and increased sales for PinnacleCare. The incumbent will provide assistance with the Account Management function of Membership On Boarding, Renewals,...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Sr Client Manager, Employee Benefits serves as a technical resource to clients, advisors, insurance company partners and prospects while providing prompt, efficient and high-quality service. Principal Responsibilities: Manages all policy activity and stewardship...

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 the legal frontline and champion the defense for both the insured and the Company! As a Senior Trial Attorney, you’ll handle bodily injury, property damage lawsuits, and more, with mediations, arbitrations, and occasional trials. Beyond the courtroom, you’ll provide vital counsel to business clients and coordinate between legal teams. Stay ahead of the game by monitoring new laws and regulations, ensuring our strategies remain sharp. Embrace the excitement of constant challenges and victories in this dynamic role! Key...

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: The Senior Manager, Insurance and Claims Advocacy is a pivotal leader within the Clinical Solutions team at PinnacleCare, Sun Life...

The Account Manager's main responsibility is to manage daily client service needs for a designated book of business, which may be overseen by a Producer or Account Executive responsible for service, placement, and business development. This role involves extensive use of system tools and frequent client communication via email or phone. The Account Manager must strictly adhere to corporate procedures, including maintaining data integrity within the system of record. As a key part of the client team, the Account Manager also provides guidance to any third-party vendors managing aspects of the account. Your Impact: Client management: At the direction of the Producer or Account Executive, participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering. Manages a renewal book of business, including creation of submissions, supporting the placement process, including Proposals and Binding. Provide support in drafting...

ABOUT US    At HUB International , we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence.      HUB is one of the largest global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.  COMPANY OVERVIEW At...

The Senior Marketing Specialist is responsible for developing and implementing advanced marketing strategies to enhance brand visibility and drive customer engagement. This role involves managing specific marketing projects, analyzing market trends, and collaborating with cross-functional teams to achieve strategic objectives. The Senior Marketing Specialist will lead the execution of campaigns across various channels, optimize performance through data analysis, and provide insights to inform future marketing initiatives. Strong analytical, communication, and project management skills are essential for success in this position. Your Impact : Develop and execute comprehensive marketing strategies and campaigns to meet organizational goals. Analyze market trends, customer behavior, and competitive landscape to identify opportunities for growth. Collaborate with internal teams, including sales, product development, and design, to create cohesive marketing messages....

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Sr Client Executive is responsible for the management and service of complex accounts and functions at a strategic level to develop and retain consultative relationships with clients. This individual must also evaluate and educate clients on missing or newly available...

The Claims Accountant is responsible for managing and analyzing financial transactions related to insurance claims. This role ensures the accuracy of claims payments, reserves, and reporting while maintaining compliance with regulatory requirements and company policies. The position works closely with the claims department, accounting, and auditors to improve financial processes and support strategic decision-making. Your Impact: Track, reconcile, and analyze loss payments to ensure accuracy and proper accounting treatment. Reconcile claims bank accounts daily/monthly and resolve discrepancies between bank statements, claims disbursements, and accounting records. Reconcile TPA funds held balance. Ensure timely and accurate month-end and year-end closings related to claims. Identify and resolve discrepancies in claims transactions. Develop and implement process improvements to increase efficiency and accuracy. Partner with the claims department to support accurate...

The Sales Administrative Associate – Revenue Team plays a key role in supporting the daily operations of the revenue function. This position provides essential administrative and data‑management support to help ensure accurate client records, smooth workflow execution, and timely coordination of critical activities. The ideal candidate is organized, detail‑oriented, and eager to contribute to a dynamic and collaborative team environment. This role is essential in maintaining efficiency, enhancing team productivity, and supporting the overall success of the revenue function. Key Responsibilities Coordinate schedules, appointments, and correspondence to ensure efficient communication and workflow across the revenue team. Review and process new business submissions, accurately entering information into the CRM and other related databases and coordinating the application process from start to finish. Maintain and update client account records throughout the full lifecycle,...