112 private client services client manager jobs found

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 At the direction of the Producer or Account Executive (Prod/AE), participate 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 exposure gathering...

LOCATION: NYC Office, Hybrid  Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your...

This is a hybrid role that will require onsite presence approximately 2-3 days per week at any of the following Risk Strategies office locations: New York, NY; Uniondale, NY; Berkeley Heights, NJ; Philadelphia, PA; or Bala Cynwyd, PA. The candidate will join a Team who oversees properties under management by New York’s leading property management firms including a legacy and key client to Risk Strategies/Brown & Brown. Your Impact Maintain strong business relationships with our underwriters/carriers. Successfully market new and renewal coverages. Ability to analyze quotations and determine important differences Preparation of detailed summary/proposal for presentation to the Property Manager and Boards. Attend and participate in Board meetings. Review loss experience and prepare a summary. Meet or exceed all service protocol for our value-added approach to clients. Participate in special projects as required for certain renewals. Maintain full and complete...

The Assistant Account Manager will assist the Private Client practice in supporting day-to-day client management transactions. In addition, this role will provide primary support on ad hoc projects and serve as the liaison between external and internal resources to ensure superior service is provided to clients. Your Impact Building and maintaining constructive and effective relationships with internal and external clients by assisting the Private Client Account Executives and Producers and responding to client/carrier communications as assigned Leveraging Personal Lines insurance knowledge and expertise to actively assist in servicing existing accounts Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications Nurturing professional relationships with carriers with consistent carrier contact Participating in the retention of renewal business by supporting the Private Client Account Executives...

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. *No Billable Hours. *Personal and Commercial Auto, Premises Liability, Products Liability, Property Damage, Trucking Defense, Wrongful Death, NY Labor Law. *This is a hybrid work opportunity in the Greater NYC and Tri-State Region. Nationwide Trial Division has offices in Elmsford, NY and Garden City, NY. Job Description Summary Would you thrive in an environment where you can deliver top-quality legal services to support the mission of a Fortune 100 insurance company’ to protect people, businesses and...

Company: Marsh McLennan Agency Description: Client Service   Manager,   Employee Health & Benefits        Our not-so-secret sauce.     Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent   drive   our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark   as a   Client   Service Manager   within   our   Employee Health & Benefits   team here at MMA.    Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading...

Company: Marsh McLennan Agency Description: Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Business Insurance Analytics Manager at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. The Business Insurance (BI) Analytics Manager will support the National BI Analytics Leader in the execution of...

Company: Marsh McLennan Agency Description: Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Revenue and Sales Operations Project Manager at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH). A day in the life. As our Revenue and Sales Operations Project Manager on the National Revenue and Sales Operations team, you will support...

Company: Marsh McLennan Agency Description: Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 9,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Program Manager at MMA.  Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life.  The Program Manager is a key driver of execution and ownership within the team, fostering a solution-oriented approach to...

Position Title Business Relationship Manager Location Rockville Centre, NY 11570 Job Summary The Relationship Manager will be responsible for prospecting, building, on-boarding and maintaining banking relationships with bank clients. This role is key to driving business growth for the Private Banking Group by providing personalized banking services to financial institution customers. Pay Range: $84,878 - $112,463 - $140,049 Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: Develops and expands existing relationships including sales efforts; engages key Product Partners as appropriate in delivering the full breadth of the bank to satisfy clients needs. Oversees all aspects of account management, including new account opening, follow-up, communications, maintenance. Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business; Handles sensitive client relationships and larger client needs....

The Investment business aims to create sustainable competitive advantage for clients in their investment portfolios. This is delivered to clients by providing expert advice on their investments and decision-making processes, making investment decisions on their behalf through delegated investment services and providing investment tools. Our clients are a diverse range of institutional investors, including corporate pension plans, defined contribution plans, and more. As a trusted partner to over 1,200 clients, we advise on over $3.5 trillion of global assets. The Role You will be part of a collaborative global Real Assets research team, working alongside some of the industry’s top researchers, portfolio managers, and consultants. In this role, you will focus on real assets, investments in tangible asset classes such as real estate, infrastructure, natural resources, and other private markets. Key aspects of the role include:  Manager Research and Due Diligence: Following...

Position Title Associate Group Director Location New York, NY 10018 Job Summary The Associate Group Director will be responsible for building and maintaining strong client relationships for the Private Bank by providing personalized banking products and services Pay Range: $117,000 - $155,270 - $193,355 Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: New Client Acquisition Assists Group Director in developing opportunities with bank targeted Commercial and High Net Worth prospects through customer referrals, COI referrals, Networking, and other sources. Maintains regular contact with an active list of prospective clients. Responsible for ensuring new clients in their respective region fall within the bank’s risk protocol and framework Client Management Regularly meets with top clients to ensure customer satisfaction & understand/assess for incremental needs. Determines customers’ financial needs and presents...

Position Title Relationship Manager - Private & Commercial Banking Location New York, NY 10018 Job Summary The Relationship Manager will be responsible for prospecting, building, on-boarding and maintaining banking relationships with bank clients. This role is key to driving business growth for the Private Banking Group by providing personalized banking services to financial institution customers. Pay Range: $84,878 - $112,463 - $140,049 Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: Develops and expands existing relationships including sales efforts; engages key Product Partners as appropriate in delivering the full breadth of the bank to satisfy clients needs. Oversees all aspects of account management, including new account opening, follow-up, communications, maintenance. Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business; Handles sensitive client relationships and...

This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 4 days per week at our New York City office location. Risk Strategies Company Retirement Plan Services seeks an experienced 401(k) / Retirement Plan Account Manager to lead a portfolio of clients. This role requires an understanding of ERISA regulations and fiduciary responsibilities. Your Impact Manage workflows and communications for retirement plan Trustees and Participants Develop analysis on retirement options and performance Prepare client presentations and reporting Attend client enrollment and ongoing support meetings Serve as primary contact for assigned plan sponsors Act as liaison between plan sponsors and various internal groups. Promote customer satisfaction through effective service delivery. Ensure prompt and effective response to all plan sponsor inquiries. Respond to plan sponsor's requests on a variety of issues, including plan amendments....

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 is a fully remote Work From Home position and may be located in various upstate New York locations to allow the selected candidate to cover all the counties in Upstate New York. The preferred candidate will have personal lines and commercial lines insurance defense litigation experience. No billable hours. #LI-CP1 #LI-Remote Job Description Summary Would you thrive in an environment where you can deliver top-quality legal services to support the mission of a Fortune 100 insurance company’ to protect people,...

Company: Mercer Description: Mercer’s M&A Advisory Services team is seeking an experienced, highly motivated Private Equity Senior Relationship Manager. This role offers a unique opportunity for learning, growth, and collaboration across Mercer’s human capital businesses, as well as working in close partnership with Marsh’s Transaction Advisory and Senior Relationship Managers to deliver the firm to our Private Equity clients. Private Equity Senior Relationship Manager We will count on you to: Serve as the key intersection point between Mercer and Marsh, building strong rapport and relationships with Marsh PEMA team members, and acting as the go-to Mercer human capital advisory lead for private equity clients and their portfolio companies. Build and deepen long-term relationships with private equity firms, portfolio company executives, and key stakeholders to understand their investment philosophy and operational priorities. Lead all areas of human...

Company: Marsh Description: Marsh USA LLC is seeking candidates for the following full-time position based in the New York, NY office (A hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with company policies.):                               Client Executive, US Energy & Power Specialty We will count on you to: Provide tailored insurance and risk management solutions to clients. Build and maintain strong relationships with clients to understand their needs. Develop and implement strategic plans for client accounts, including identifying opportunities for growth and improvement. Manage and articulate financial plans and budgets between clients, Marsh colleagues and insurers. Deploy the organization’s proprietary advisory capabilities to analyze client risk profiles. These advisory studies serve as a baseline when recommending appropriate insurance and risk management solutions that align with each client’s...

Position Title Teller Location Jericho, NY 11753 Job Summary Teller provides excellent service to clients by assisting them with processing routine financial transactions on a day-to-day basis in accordance with all Bank policy and procedures. Pay Range: $18.00-$24.23 Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: JOB RESPONSIBILTIES Greet and service clients in a friendly and courteous manner. Answer phones. Provide account information, answer client questions and direct clients appropriately for further assistance as needed. Process client transactions, including but not limited to, cash and check deposits, withdrawals, check cashing, loan payments, issue official checks and money orders, transfers, general ledger entries, completion of CTRs, etc. accurately and efficiently. Maintain an adequate cash supply at all times: buying from & selling to the vault as needed ensuring established drawer limits are not exceeded....

Who we are AIG, Inc. is a leading provider of insurance products and services for commercial and personal insurance customers.  It includes one of the world’s most far-reaching property casualty networks.  AIG, Inc. (“AIG”) offers a broad range of products to customers through a diversified, multichannel distribution network.  Customers value AIG’s strong capital position, extensive risk management and claims experience and its ability to be a market leader in critical lines of the insurance business. Corporate Finance - Investment Accounting The Investment Accounting group at AIG is responsible for the accounting and reporting for AIG's Invested Assets of over $95 billion a comprised primarily of fixed maturity securities and includes private equity, hedge funds, commercial/residential loans and equity securities.  In addition, AIG’s derivative portfolio consists primarily of foreign exchange derivatives but also includes interest rate and other derivative instruments....

We are Growing and searching for you! Pay Range:  For a Bilingual Customer Service Representative is  $15-$16/ hourly.  Our Perks: Recognition culture Comprehensive Benefits package including medical, dental, vision and life insurance Retirement Plan: A 401K plan with a percentage of company-matched contributions Fitness: We reimburse up to $10 a month to an employee for their gym Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost Extra Perks: Access to disability, hospital indemnity, health advocate program, universal life, critical illness, and accident insurance plans.  Our Company:   Confie  and its family of companies -  Freeway Auto Insurance,  Acceptance Insurance, Bluefire & others - is one of the largest privately held insurance brokers in the United States and has been ranked the #1 Personal Lines Leader in Insurance Journal for...