1065 account specialist jobs found

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Specialist to their Corporate Synergies   team in New York Metro Region.  Job Summary: Essential to developing a strong foundation in employee benefits brokerage/consulting, the Account Specialist (AS) is an entry-level position, responsible for developing the industry knowledge/skills necessary to support Sales, Account Management and Underwriting (the team) with activities related to marketing, sales, and service of multiple client accounts (Book of Business).   Essential Functions: Maintain up-to-date client files/internal systems in accordance with CSG’s standard protocols.   Support the various pre-renewal/renewal/post-renewal and wellness activities.   Coordinate data gathering for reporting efforts (analytical, compliance, etc.).   Complete training/professional development to gain...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Operations, Underwriting Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The primary purpose of this position is to underwrite new business and renewals in a profitable manner and according to authority level and established guidelines, and drive projects having an impact on the business. Assigned larger, more important and more complex accounts. Utilize underwriting tools to determine accurate classifications, rates, and premium charges. Understand state laws, including cancellation and non-renewal, within assigned territory to properly transact business within each state....

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firm in the US, is adding an Account Specialist to their Corporate Synergies team in Columbia, MD.  Job Summary: Essential to developing  a strong foundation in employee benefits brokerage/consulting, the Account Specialist is an entry-level position, responsible for developing the industry knowledge/skills necessary to support Sales, Account Management and Underwriting with activities related to marketing, sales, and service of multiple client accounts (Book of Business).       Key Responsibilities:  Maintain up-to-date client files/internal systems in accordance with CSG’s standard protocols  Support the various pre-renewal/renewal/post-renewal and wellness activities  Coordinate data gathering for reporting efforts (analytical, compliance, etc.) Complete training/professional development to gain understanding of the industry and CSG...

Greyling Insurance Brokerage & Risk Consulting, a division of EPIC, is a specialty insurance brokerage and risk consulting firm focused on construction and design professionals. What differentiates us is our construction industry expertise. Our leaders have prior experience as practicing construction lawyers (in-house and outside), engineers, consultants, and underwriters – giving us a unique and unmatched insight into how A/E firms operate, deliver projects, and manage risks. With respect to insurance, we place many of our largest clients who qualify in highly profitable group captive programs that have saved millions, and we do so for more A/E firms than all other insurance brokers combined. We’ve been so successful, that now we’re looking to grow our team!   JOB OVERVIEW: The Account Specialist’s main responsibilities are to support the broker with providing top-notch client services. This role assists with producing client submissions, proposals,...

As an Account Specialist with Sentry, you’ll serve as a relationship builder to customers and internal partners to develop positive relationships with assigned accounts or regions. This position will report to the Sentry Edwardsville, IL office and will work in the hybrid model. What You'll Do: Serve as primary point of contact and resource for designated producer(s), customers, and/or agents within the territory.  Act as a relationship builder by using a combination of soft skills to connect with internal teams, customers and agents to form positive relationships Partners with producers to service existing book and identify opportunities for partner placement agency (Parker Stevens Agency or Hortica Brokerage) Makes detailed decisions, and understands business risks and consequences of them Serve as primary point of contact and owner of all service-related items, such as incoming customer calls, emails, and faxes regarding service needs, changes, questions,...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Specialist to their team. This is a hybrid role, working 3 days a week in our Columbia, MD office.  This role is designed to build a strong foundation in employee benefits brokerage and consulting account management, with a focus on group benefits. This position is responsible for developing industry knowledge and essential skills to support the Sales and Account Management team in marketing, sales, and servicing a portfolio of client accounts (Book of Business). Key Responsibilities Partner closely with the Senior Account Manager and assigned clients to deliver seamless service and support. Maintain accurate and up-to-date client files and internal systems in accordance with established protocols. Support pre‑implementation, implementation, and post‑implementation activities to ensure smooth project...

Job Title: Account Specialist - Agency Services FLSA Status: Non-Exempt Job Family: Sales Department: Customer Service - Agency Location: Corporate Office (Fort Wayne, IN) JOB SUMMARY Act as a liaison between the insured, agency, and company to professionally provide superior customer service resolving any policy questions, changes, and concerns with accuracy and efficiency. Readily identify coverage needs through developing deep customer relationships and elevating industry forms knowledge. Provide support to the producer from policy issuance as outlined within the agency contract. POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Resolve basic questions/issues within established guidelines and workflow expectations according to...

Sr Exec Cons Risk Engineering - KR07ME We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              The Senior Construction Account Specialist provides Risk Engineering services for all assigned construction accounts assuring that best in class services are targeted to this customer group.  This will be a remote position supporting our West U.S. clients. At the tactical level, the Senior Construction Account Specialist will provide and implement service planning and direct initiatives to assure the delivery of exceptional construction specific Risk Engineering services.  This will include timely completion of daily work assignments on any and all construction Survey and Service accounts including preparation of reports for underwriters...

Are you a dynamic, results-oriented professional seeking a challenging and rewarding career? If so, this role may be the perfect fit for you! At HUB, we value education, innovation, and continuous learning, and we’re excited to support you on your career journey. As an Employee Benefits Account Specialist , you will be responsible for assisting the Strategic Account Executive in assigned areas to provide management, retention, support and service of day-to-day client needs. Under direct supervision, prepares bid specifications, presentation materials and employee communications. Works directly with specific client groups. Your job responsibilities as an Employee Benefits Account Specialist: With guidance and direction, prepares renewal information, which includes plan data, benefit plan invoices, census, renewal history, obtaining renewal rates from the carrier, including any alternates, ensures commission schedule is correct.  Under direct supervision, creates...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Specialist to their LBW team in Valencia, CA.  *On-site, Hybrid, and Remote options available.  Job Summary: Essential to developing a strong foundation in employee benefits brokerage/consulting, the Account Specialist (AS) is an entry-level position, responsible for developing the industry knowledge/skills necessary to support Sales, Account Management and Underwriting (the team) with activities related to marketing, sales, and service of multiple client accounts (Book of Business).    Essential Functions: As part of the client life-cycle (on-boarding, ongoing support and renewal), assist/support the Account Management and Underwriting Team for all lines of coverage by: Gathering all necessary data to fulfill our obligations (including the outreach to carriers and client to secure information)...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The primary purpose of this position is to underwrite new business and renewals in a profitable manner and according to authority level and established guidelines, and participate in special projects having an impact on the business. Assigned larger and more important agents/brokers. Utilize underwriting tools to determine accurate classifications, rates, and premium charges. Understand state laws, including cancellation and non-renewal, within assigned territory to properly transact business within each...

Description The Senior Technical Claims Specialist determines coverage, investigates complex and highly complex Commercial Casualty claims, determines liability, sets and adjusts reserves, evaluates the claim, negotiates a settlement, authorizes and resolves the claim.  In this role, you will demonstrate a high level of expertise and sound judgment in complex matters; may act as a subject matter expert.   You will be required to go into the office twice a month if you reside within 50 miles of one of the following offices: Boston, MA; Hoffman Estates, IL; Indianapolis, IN; Lake Oswego, OR; Las Vegas, NV; Plano, TX; Suwanee, GA; Chandler, AZ; or Weatogue, CT.  Please note this policy is subject to change.   Responsibilities: As the claim’s owner, determines coverage, investigates the claims, determines liability, sets and adjusts reserves, evaluates the claim, negotiates a settlement, authorizes and pays the claim; may deny claims. Reviews...

Position Summary: The Commercial Lines Account Manager Specialist provides prompt, accurate and courteous service to our clients, producers and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial accounts. In addition to these responsibilities an Account Manager Specialist will provide support for management and other account managers. Supervisory Responsibilities: None Essential Tasks: Collectively or independently plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly Provides technical support to Producers (coverage-wise, with proposal, suspense items, etc.) to help...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary In this customer‑facing role, you will lead and manage the on‑boarding process for new Employee Benefits groups in the small‑case market. You’ll gather and validate sold‑case information, coordinate with internal partners to ensure accurate contract drafting and billing, guide customers through installation, and deliver a smooth, informed transition to ongoing...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The primary purpose of this position is to underwrite new and renewal financial institutions business (asset managers, RIAs, private equity, venture capital, banks, non-bank lenders and fintech) in a profitable manner and according to authority level and established guidelines. Utilize underwriting tools to determine accurate classifications, rates, and premium charges. Understand state laws, including cancellation and non-renewal, within assigned territory to properly transact business within each state....

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: This position is responsible for the successful execution of account and territory strategies for assigned broker dealers distributing TruStage Annuities. This includes acquisition, optimization and retention of business. Provide strategic support to wholesalers to enhance their efforts of F2F product distribution through affiliated representatives and external...

The Select Personal Lines Account Specialist will serve as a trusted advisor to standard personal lines clients, providing consultative guidance and best-in-class service. The role will require working directly with other members of our Select Team as well as producers from other RSC offices. The role will also serve as a mentor to PL Select Assistant Account Specialists. Your Impact:  • Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations • Leveraging personal 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 standard personal lines clients • Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS/EPIC accordingly • Participating in the retention of...

Greyling Insurance Brokerage & Risk Consulting, a division of EPIC, is a specialty insurance brokerage and risk consulting firm focused on architect and engineering firms. What differentiates us is our construction industry expertise. Our leaders have prior experience as practicing construction lawyers (in-house and outside), engineers, consultants, and underwriters – giving us a unique and unmatched insight into how A/E firms operate, deliver projects, and manage risks. With respect to insurance, we place many of our largest clients who qualify in highly profitable group captive programs that have saved millions, and we do so for more A/E firms than all other insurance brokers combined. We’ve been so successful, that now we’re looking to grow our team!   JOB OVERVIEW: The Broker’s main functions are to provide day-to-day customer services including completing ad hoc projects as needed, responding to client questions, providing insurance program design and...

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 an Employee Benefits Account Manager to join our growing team in Rye Brook, NY .  Reporting to Employee Benefits Team Leader, the Account Manager’s primary responsibility includes to independently provide the work client deliverables to each client and to become a trusted advisor to the client. Additional duties include support of the Sales team as required.  How You Will Contribute:   Collaborate with account executive to ensure client receipt of all Work-Client Deliverables Works independently in providing day to day overall customer satisfaction and proactive service response Responsible for managing and executing work product protocols including compliance requirements Actively apply industry knowledge both internally (through Benchmarking analysis) and independently Active team...