36 private client services client manager jobs found

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 drives 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 an  Account Manager at Marsh & McLennan Agency. 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 11,000 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 at Marsh McLennan Agency. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and...

Discover a Career That Empowers You — Join HUB International!   At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people.   Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team.   As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North...

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,...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. WSFS Bank is seeking a Relationship Manager to support our Private Wealth Management division. The Relationship Manager will primarily manage Private Banking relationships for high net worth individuals and have overall responsibility for the development of new relationships which involve the sale and servicing of credit, deposit products...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Treasury Management Relationship Manager provides Treasury Management sales support to Commercial, Retail, Private Banking and all other areas of the Bank.  In addition, the incumbent will manage commercial, municipal, and Not-For-Profit banking relationships with non-credit needs. The work experience would dictate the complexity of...

If you are a driven professional with an experience in customer service and insurance or surety account management, we want to talk to you!  The Surety Account Manager responsibilities include collaboration with teammates, engaging directly with our current client base in support of a book of business, analyzing clients, reviewing and collecting client information for placement with our surety companies, building sustainable relationships, and providing engaging customer service. The Account Manager represents the company's brand and supports our existing customer base in serving and renewing our commercial bond book within JW Surety In this role you will: Promoting the company's brand. Analyzing client’s needs in order to develop submission, quote and policy documents Maintaining relationships with important clients by understanding their needs and working with support to ensure they’re met Maintain procedures in producing accurate and detailed files through our Agency...

We are seeking a highly organized and detail-oriented Office Manager to join our team. The Office Manager will be responsible for overseeing the daily operations of our office, managing schedules, coordinating events, and providing administrative support. The ideal candidate will have strong organizational skills, excellent communication abilities, and a proven track record in office management.   In this role you will : ·          Manage office operations and ensure efficient workflow ·          Maintain office supplies inventory and place orders as needed ·          Answer phone calls and respond to inquiries in a professional manner ·          Develop and implement training programs for new employees ·          Supervise administrative staff and provide guidance as needed ·          Ensure compliance with company policies and procedures ·          Handle sensitive information with confidentiality and discretion...

The Account Manager will serve as a trusted advisor to small business clients, providing consultative guidance and best in class service. The role will require working directly with our specialty practices as well as producers in a high-volume environment. The role will serve as a mentor to Assistant Account Managers. Your Impact Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations Leveraging commercial P&C insurance knowledge and expertise to actively service existing accounts and develop new business opportunities for a high volume, fast-paced book of business, consisting of small, commercial clients Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS accordingly Participating in the retention of renewal business. Interacting with producers to prepare...

This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 4 days per week at our Bala Cynwyd, PA office location. 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), participates in renewal strategy including discussion of the markets to...

Company Argo Group Argo Group is an underwriter of specialty insurance products in the property and casualty market. Argo offers a full line of products and services designed to meet the unique coverage and claims-handling needs of businesses. The Argo entities are wholly-owned subsidiaries of Clearbrook Group Holdings Inc. Job Description Business Title(s):   Workers’ Compensation Claims Adjuster   Employment Type:   Full-Time   FLSA Status:   Exempt   Location:   In-Office     Summary:    We are seeking a highly capable Workers’ Compensation Claims Adjuster to join our in-office team (5 days/week) from either our Rockwood, PA, Omaha, NE or Richmond, VA offices .    This role reports to a manager in Rockwood, PA and focuses on   adjudicating   workers’ compensation indemnity claims in   MD ,   PA , and   VA .   You’ll   play a meaningful role in delivering exceptional...

The Stop Loss Accounting Operations Specialist provides administrative processing support within the Medical Stop Loss division of One80 Intermediaries. This role supports Accounting, Claims, Premium, and Employer Groups by processing claim reimbursement communications, obtaining premium back up when needed, issuing premium late notices, ACH processing documentation, and compliance tracking. This role is critical to ensuring accurate financial transactions, regulatory compliance, and professional communication with brokers and clients. Your Impact: Prepare and distribute Explanation of Reimbursements (EORs) to brokers, TPAs, and employer groups. Coordinate claim reimbursement processing, including obtaining ACH authorization forms and managing special handling requests. Maintain accurate contact records for EOR distribution and premium billing within ESL systems. Support accounting operations by coordinating commission ACH forms and maintaining required producer W9...

Treloar & Heisel – A Division of EPIC Brokers 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...

Treloar & Heisel – A Division of EPIC Brokers 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...

Treloar & Heisel – A Division of EPIC Brokers 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...

We are GROWING and we are searching for you! Join our team and unlock your FULL potential. Pay Range : For a Bilingual Customer  Service Representative is $16/ per hour. What We Offer:   No cold calling involved Continuous on-going training and mentorship Growth-oriented culture with internal promotion opportunities Comprehensive Benefits package including medical, dental, vision, and life insurance Comprehensive 401K plan with competitive employer match Paid time off including holidays, vacation, and personal time Fitness perks: Corporate discounts and/or reimbursements to gyms are available, makes staying active more accessible. 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, universal life, critical illness, and accident insurance plans. We even offer pet insurance. Our...

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 next career? Then consider joining our amazing...

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 Employee Benefits Account Executive is responsible for managing a book of business, policy quotes and carrier liaison for assigned clients/groups. Regularly interacts with new and existing clients while being responsible for devising creative...

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:  Our Personal Lines Account Managers are responsible for maintaining and growing relationships with our clients, ensuring their insurance needs are met, and providing outstanding service. The ideal candidate will have a proven background in insurance, excellent...

About the Role   We are seeking a skilled and experienced Account Executive to lead our Surety strategy and grow our client base in Pennsylvania (Pittsburgh location) .   Key Responsibilities Include   S erve as s trategic point of contact for client ; Conduct and coordinate client services .   Build and maintain effective and sustainable relationships with clients on an enterprise - wide basis ; Work in the best interest of the client and the company to secure appropriate compensation for the company.   Achieve new business sales goals   Positively and proactively represents American Global in meetings, seminars, trade shows, networking events, industry associations, organizations, boards and charities, as appropriate .   Demonstrate proficiency in the sales discovery process (due diligence)   Demonstrate strong...

Executive Job Description: Team Lead - Operations, Small Commercial Division: North America, East  Reports To:   Manager, Operations, Commercial, Small      Summary:   The Team Lead - Operations, Commercial Small reports to the Manager of Operations and will support driving divisional success by executing strategic initiatives, optimizing processes, and ensuring outstanding customer service and client experiences. As a key contributor to a high-performance culture, the Supervisor promotes operational excellence, team accountability, and alignment with Acrisure’ s client-focused values.  Scope:    The Team Lead - Operations, Commercial Small supports the execution of operational strategies by managing daily workflows, guiding team performance, and implementing policies that drive client retention, efficiency, and growth. This role ensures high-quality service delivery, monitors key metrics, and promotes a culture of accountability and operational excellence in...