99 senior client manager jobs found

Company: Description: Senior Private Client Account Manger 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 Private Client Account 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. As a Senior Account Manager on the Private Client team, you’ll manage an assigned book...

Job Description: Title:   Senior Account   Associate   - Commercial Lines   Work Mode:   Remote Southeastern US only   | Location/Supporting:   Longwood, FL   | Book Focus:   General, Select Business   Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace.   Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours.   To view our branch locations, please visit: ioausa.com/locations     About the Role :   Provide administrative and customer service support to the account team, Producer, and/or...

Job Description: Title: Senior Account Manager – Employee Benefits   Work Mode:  Remote with some occasional travel (Florida Only) | Location/Supporting:  Tampa, FL  | Experience:  Level-Funded and Self-Funded Plans / Bilingual Required (Spanish/ English)   Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations    About the Role:  Responsible for IOA Benefits Account Management activities under Producer direction. Responsibilities...

The Senior Claims Specialist handles complex and high-profile Workers' Compensation claims following company standards. This role works closely with case managers and attorneys, manages subrogation, and negotiates settlements. The Senior Claims Specialist ensures the best possible outcome for the claim, meeting customer service expectations, and supporting the goals of the Claims Department and CorVel. This is a hybrid role.  ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Receives claim, confirms policy coverage and acknowledgement of the claim Determines validity and compensability of the claim by investigating and gathering information regarding the claim and files necessary documentation with state agencies Establishes reserves and authorizes payments within reserving authority limits Develops and manages well documented action plans with the case manager and outcomes manager to reduce overall cost of the claim Coordinates early return-to-work efforts with the...

Job Description: Title:   Senior Account   Associate   - Commercial Lines   Work Mode:   Remote (Southeastern US only. MUST have Florida insurance experience)   | Location/Supporting:   Longwood, FL   | Book Focus:   General, Real Estate, Construction, Hospitality   Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace.   Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours.   To view our branch locations, please visit: ioausa.com/locations     About the Role :   Provide administrative and...

Job Description: Title:   Senior Account   Associate   - Commercial Lines   Work Mode:   Remote (Florida Only)   | Location/Supporting:   Jupiter, FL   | Book Focus:   Condos, Construction   Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations     About the Role :   Provide administrative and customer service support to the account team, Producer, and/or assigned group of...

  As a member of dedicated client teams, you will work closely with the lead consultant in providing a variety of high-quality services to defined contribution and defined benefit plan sponsor clients and their various sub committees. These services include: strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy and global research services.   You will liaise closely with clients, fund managers and other areas of the firm and take responsibility for the day-to-day management of client relationships (supported by other consultants and investment analysts as appropriate). You will also have involvement with technical working parties and support the provision of training to junior team members. The Role Clients Develop a trusted advisor relationship with client...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Are you passionate about helping individuals secure their financial futures? Do you have a knack for building relationships and leading teams? If so, we invite you to join our dynamic team as a Senior Retirement Specialist. FINRA Series 6, 63, 65 or 7, 66 licenses required for this role as well as State Life and Health license. The ideal candidate will have the following: Strong presentation and communication skills for effective seminar delivery. Excellent relationship-building abilities...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Marine Account Manager to join our growing team in Ft. Lauderdale, FL! The Marine Account Manager interacts directly with clients and underwriters to manage and process insurance policies while providing exceptional service and support. This role is responsible for setting up new accounts, reviewing documentation for accuracy, invoicing clients, and maintaining detailed records to reduce E&O exposure. The Account Manager also handles client inquiries, explains coverages, prepares renewal quotes, and assists with documentation. A key part of the role includes negotiating with underwriters for favorable terms and identifying opportunities to cross-sell additional coverages. How You Will Contribute:   Set up new clients in agency management system , review all the documents including...

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers.  GEICO is seeking a Senior Manager of multiple Staff Counsel office activities in the State of Tennessee relating to the defense of lawsuits against GEICO insureds in liability suits and property damage suits, and on behalf of GEICO in subrogation, Uninsured Motorist (UM) and Underinsured Motorist (UIM), filed in courts of limited and unlimited jurisdiction. Essential Functions: Manages subordinates in...

We’re thrilled that you are interested in joining us here at the Amynta Group! As a Staff Accountant, you'll support our clients and senior management with a variety of accounting functions for a portfolio of captive insurance companies and risk retention groups. Your key responsibilities will include: · Preparing timely financial statements and maintaining corporate records. · Handling regulatory reporting and overall account management. · Compiling financial data for quarterly and year-end closings, including maintaining the general ledger by preparing, reconciling, and recording journal entries. · Assisting in the analysis and preparation of financial data. · Tackling ad-hoc projects as requested by management. · Performing routine accounting tasks. · Being flexible to work on special projects and meet client demands, including potential travel for board meetings. · Working closely with the Accounting Manager and clients under immediate supervision. · Reconciling...

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers.  GEICO is seeking a Senior Manager of multiple Staff Counsel office activities in the State of Florida relating to the defense of lawsuits against GEICO insureds in liability suits and property damage suits , and on behalf of GEICO in subrogation, Uninsured Motorist (UM) and Underinsured Motorist (UIM), filed in courts of limited and unlimited jurisdiction. Essential Functions: Manages subordinates...

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 hybrid role based in the Orlando Metro or Tampa Metro Areas will report to our Orlando or Tampa, FL Trial Division office. We are seeking an experienced litigation attorney to manage insurance defense cases across Central Florida and throughout the state. Experience in Florida federal courts is a strong plus. Key Responsibilities: The ideal candidate will be responsible for handling all aspects of litigation, including: Drafting pleadings and conducting written discovery Taking and defending depositions Performing legal...

Job Description: Title:   Senior Account   Associate   - Commercial Lines   Work Mode:   Hybrid 1 Day In-Office   | Location/Supporting:   Longwood, FL   | Book Focus:   General, Construction, Hospitality   Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations     About the Role :   Provide administrative and customer service support to the account team, Producer, and/or assigned...

The Account Manager is responsible for interacting with customers on an executive level and acting as an extension of the client; understanding and communicating agreed upon expectations to field offices and increasing the market share of business by providing service that meets and exceeds customer expectations, stewardship reporting, commitment to customer goals, and introducing/selling/implementing additional services. This is a remote role. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Provide consultative customer services for one or more new or established accounts Introduce new services independently or with assistance as needed Handle local or regional accounts Manage accounts with revenue in one region and a minimum revenue amount of $1m per account with a combined revenue for all accounts of over $3m. Revenue growth with existing accounts Accounts Receivable - Responsible for all aspects of collections in conjunction with the respective operations...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Investment  Analyst to their team in Winter Park, FL. Job Summary: Advus Financial Partners is seeking a motivated and detail-oriented Investment Analyst to join our team. This role is ideal for a professional with a strong foundation in financial services who is passionate about delivering high-quality financial planning and investment research. The analyst will work closely with senior investment and operational professionals to support the financial well-being of our clients through thoughtful analysis and execution. The analyst will also be expected to quickly learn and adapt to a variety of financial software platforms and tools, making strong technological literacy and a proactive learning mindset essential for success. Essential Functions: Financial Planning Support: Assist in the preparation and refinement of comprehensive...

The Senior Claims Specialist handles complex and high-profile Workers' Compensation claims following company standards. This role works closely with case managers and attorneys, manages subrogation, and negotiates settlements. The Senior Claims Specialist ensures the best possible outcome for the claim, meeting customer service expectations, and supporting the goals of the Claims Department and CorVel. This role is available for onsite, hybrid, and remote work arrangements.    ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Receives claim, confirms policy coverage and acknowledgement of the claim Determines validity and compensability of the claim by investigating and gathering information regarding the claim and files necessary documentation with state agencies Establishes reserves and authorizes payments within reserving authority limits Develops and manages well documented action plans with the case manager and outcomes manager to reduce overall cost of the claim...

Position Title Branch Banking Client Consultant II   Location Estero, FL 33928-8307   Job Summary The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve...

Position Title Branch Banking Client Consultant II - Licensed - Palm Beach Gardens, FL   Location Palm Beach Gardens, FL 33410-3664   Job Summary The Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to...

Description This Practice Finance COI Business Development Officer will have a focus on dental practices and will cover Northern Florida. This job is a remote role but must be filled in Northern Florida. Summary: Huntington Bank is expanding its Business Banking segment! We are looking for Business Development Officers, that understand the Healthcare financing (Doctors, Dentists and Veterinarians) market, to grow our Practice Finance Group Portfolio. Duties & Responsibilities: Drives business development activity across a specific geography working with external referral sources throughout the Healthcare Sector (COI’s). Develops, qualifies, educates and maintains key COI’s in order to receive loan referrals in market.  Takes an assertive approach to lead development by building trust with COI’s, attending trade shows and networking with affinity groups. Meet with potential Practice loan clients...