474 service broker jobs found

- This role will be responsible for providing policy issuance, administration and underwriting support within the E&O Division. Key Accountabilities/Deliverables: Perform data entry into administrative systems. Process underwriting tasks and adhere to departmental productivity, quality, and service standards. Create new business/renewal accounts in administrative systems and file relevant documentation electronically. Process and issue policies accurately and within established time and quality standards. Process and issue endorsements accurately and within established time and quality standards Confirm binder information is accurate and complete for policy booking. Review and maintain underwriting files to warrant satisfactory file completion. Process Broker of Record changes including creation and distribution of applicable broker correspondence. Cultivate strong working relationships with underwriters, brokers, and internal cross functional teams through...

The Commercial Lines Account Manager works collaboratively with the Producer and Account Executive managing a book of business. Coordinates and provides day-to-day service for property/casualty clients by maintaining client relationships, supporting client retention, maintaining strong carrier   relationships   and understanding client needs. Serves as   day to day   contact and provides resolution for client questions and issues.     Duties and Responsibilities:   Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making   Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations   Provides   a high level   of support to Producers in obtaining,   maintaining , and expanding business   May...

Position Summary The HBO Senior Billing Specialist   is responsible for   managing complex, multi-faceted agency-bill invoicing transactions within the HUB Billing Operations (HBO) West Region.   T his role   covers all core agency-bill billing functions in addition to   managing   middle market and complex accounts,   resolves   billing exceptions and   escalated   issues, and serves as a subject matter resource for the HBO billing team. The HBO Senior Billing Specialist partners closely with Servicers and cross-functional teams to ensure   accurate   and   timely   billings, while supporting the development and training of HBO Billing Specialists. A strong communicator with deep billing   expertise , sound judgment, and a proactive team player approach are essential to success in this role.   Responsibilities : Complex Transaction Processing  Process agency-bill invoicing transactions for middle market, complex, and...

About HUB: HUB International is a top 5 global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 19,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs.  We are a company dedicated to superior customer service with employees committed to adding value to every client activity. This position is in our downtown San Antonio office and offers a hybrid schedule (3 days office; 2 days remote) after an initial onboarding period. Job Summary: The Commercial Lines Account Manager works collaboratively with the Producers and Account Executives managing a book of business. Coordinates and provides day-to-day service for property/casualty clients by maintaining...

Client Manager Associate, Premier Do you have a passion for doing the right thing for customers and making their experience the best they could possibly imagine?  Are you a team player who is adept at collaborating across internal teams?  Is a culture where “People Count,” “We Do the Right Thing,” and “We Hold Ourselves to Very High Standards” important to you? If so, Guardian is seeking a Client Manager Associate who will be the main contact for client relationships in the 2-99 life segment. This role is directly accountable for client retention, growth, profitability, satisfaction, and enhancing the client experience. You will: Assume overall responsibility for management of clients (2-99 lives) with the objective of ensuring that client satisfaction, persistency, growth, and profitability goals are achieved. Build strong relationships with clients and brokers/consultants. Work closely with the respective sales team on account management strategies and positions....

Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Contact Center Service Specialist - Spanish Speaking  Please note that we do not offer visa sponsorship for this position.  We are seeking candidates who are bilingual in Spanish and English. Role Summary...

Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Please note that we do not offer visa sponsorship for this position. Role Summary Our Case Managers deliver a superior customer experience to the distribution channels—agent or agencies—by ensuring life...

Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Please note that we do not offer visa sponsorship for this position. We are looking for a bilingual speaking associate - Mandarin speaking. Role Summary Our Case Managers deliver a superior customer...

Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Please note that we do not offer visa sponsorship for this position. We are looking for a bilingual speaking associate - Spanish speaking. Role Summary Our Case Managers deliver a superior customer...

The Role Client Account Administration Facilitate end-to-end client onboarding, including account and policy opening and funding Maintain and update client records across Client Relationship Management (CRM) and business platforms Process account changes and update account-level instructions Ensure timely and accurate documentation collection, verification, and recordkeeping Support portfolio rebalancing activities and model implementation Act as a liaison between custodians, vendors, and internal teams Track and resolve account issues, services requests, and operational exceptions Support integration and data flow between systems (CRM, platform technology, reporting tools)   Advisor & Broker Support Partner with advisors and brokers to deliver excellent client service Address operational inquiries in a timely and professional manner Resolve issues and concerns and appropriately escalate complex matters to appropriate channels Assist in the...

About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.   About HUB Retirement & Private Wealth (RPW):  We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all. Mission Statement: We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States.   We provide financial piece of mind and top of class solutions, investments, administration, and service.  We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most...

Job Title: Tax Services Manager Compensation: $130,000-$150,000 plus 10% yearly discretionary bonus Location: Austin, TX or Richmond, VA Workplace Type: Hybrid Supervisor: Director of Tax Services Employment Type: Full-Time | Hybrid About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB Tax Advisory provides tax planning and preparation services for wealth clients on behalf of HUB Investment Partners, a registered investment advisory firm dedicated to providing comprehensive wealth management services to high-net-worth individuals and families. We deliver personalized investment strategies, financial planning, and exceptional client service. About HUB Retirement & Private Wealth (RPW):  We lead our communities with integrity, driven to make things better, both now and in the...

About HUB International HUB International is a leading global insurance broker, offering a comprehensive range of property, casualty, risk management, life and health, employee benefits, investment, and wealth management solutions. With more than 650 offices and over 22,000 employees across North America, we are committed to helping individuals and businesses evaluate and manage their risks and insurance needs with personalized service, while our dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for our clients. Why Choose HUB?  Throughout our network we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and providing continuous opportunities for growth and development.  Our entrepreneurial culture fosters an environment that empowers our people to make the best...

Job Title: Tax Services Manager Compensation: $130,000-$150,000 plus 10% yearly discretionary bonus Location: Austin, TX or Richmond, VA Workplace Type: Hybrid Supervisor: Director of Tax Services Employment Type: Full-Time | Hybrid About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB Tax Advisory provides tax planning and preparation services for wealth clients on behalf of HUB Investment Partners, a registered investment advisory firm dedicated to providing comprehensive wealth management services to high-net-worth individuals and families. We deliver personalized investment strategies, financial planning, and exceptional client service. About HUB Retirement & Private Wealth (RPW):  We lead our communities with integrity, driven to make things better, both now and in the...

About HUB: HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs.  We are a company dedicated to superior customer service with employees committed to adding value to every client activity. This position is in our downtown San Antonio office and offers a hybrid schedule (3 days office; 2 days remote) after an initial onboarding period. Job Summary: We are currently seeking a Benefits Account Coordinator to join our Employee Benefits Insurance team. In this role, you’ll work with an account management team, assisting with daily service needs,...

About HUB International HUB International is a leading global insurance broker, offering a comprehensive range of property, casualty, risk management, life and health, employee benefits, investment, and wealth management solutions. With more than 650 offices and over 22,000 employees across North America, we are committed to helping individuals and businesses evaluate and manage their risks and insurance needs with personalized service, while our dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for our clients. Why Choose HUB?  Throughout our network we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and providing continuous opportunities for growth and development.  Our entrepreneurial culture fosters an environment that empowers our people to make the best...

About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.   About HUB Retirement & Private Wealth (RPW):  We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all. Mission Statement: We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States.   We provide financial piece of mind and top of class solutions, investments, administration, and service.  We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most...

Responsibilities Summary: When someone needs coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Burns & Wilcox offers unparalleled resources and exposure for those looking to grow their career in the specialty insurance industry.  We are looking for candidates with an entrepreneurial spirit, drive for career advancement and desire to develop relationships to join our team as an Associate Underwriter. Our Associate Underwriters underwrite and supervise a portion of an Underwriter’s book of business, support renewal and new business development, and have the opportunity to achieve full underwriting authority. Service a book of business under the direct supervision of an underwriter Evaluate, classify, and rate each risk to determine acceptability, coverage, and pricing to prepare quotes Log applications, prepare binders, and process policies and endorsements Bind risk, post...

  When someone needs insurance coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Burns & Wilcox offers unparalleled resources and exposure for those looking to excel in the specialty insurance industry. We are looking for candidates with an entrepreneurial spirit and drive for career advancement to join our team as a Personal Lines Underwriter. This is an outstanding opportunity to grow a book of business by selecting and writing new business through the cultivation of client relationships. Responsibilities Build, maintain, and grow a book of Personal Lines business Manage agency relationships and serve as lead client contact Create and execute marketing plan to increase new and renewal business Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as well as new business Develop and submit underwriting...

Join us as a Senior Underwriter to make a greater impact through your technical expertise and people skills. This could be the ideal chance to step up into your first Senior level role. Make your mark in Underwriting AIG underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague – empowering our people to grow as insurance professionals and add more value to our customers and AIG. How you will create an impact This role is your opportunity to drive profitable growth in Professional Lines / Cyber by working on creative solutions for complex risks. You will be responsible for underwriting a range of new and renewal business, using your...