485 agency solutions coordinator jobs found

At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture. General Description (Summary, Scope, Purpose) The Courier is responsible for supporting the Office Support Manager/Department in their daily tasks, which generally comprise of clerical and other document needs, supplies, mail, errands, special projects, and reception. DUTIES Maintains coverage of the front desk/reception area. Greets and directs visitors as needed. Maintains a clean and professional lobby area, conference rooms, and break room. Takes...

At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture. General Description (Summary, Scope, Purpose) The Courier is responsible for supporting the Office Support Manager/Department in their daily tasks, which generally comprise of clerical and other document needs, supplies, mail, errands, special projects, and reception. DUTIES Maintains coverage of the front desk/reception area. Greets and directs visitors as needed. Maintains a clean and professional lobby area, conference rooms, and break room. Takes...

Higginbotham , a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for an  Employee Benefits Account Coordinator  for our Houston, Texas   office. The  Employee Benefits Account Coordinator provides administrative support to internal account managers and maintains a professional relationship with our external clients. Essential Tasks: Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites, House Bill requests Assists in marketing of accounts as directed by account managers Assists with the preparation of reports, proposals and other presentation materials Audits billing statements for accuracy on behalf of clients Generates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, etc. Assists in processing necessary paperwork for submission to carrier –implementation...

Position Summary: The Account Coordinator provides administrative support to internal account managers and maintains a professional relationship with our external clients. Supervisory Responsibilities: None Essential Tasks: • Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites, House Bill requests • Assists in marketing of accounts as directed by account managers • Assists with the preparation of reports, proposals and other presentation materials • Audits billing statements for accuracy on behalf of clients • Generates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, etc • Assists in processing necessary paperwork for submission to carrier –implementation • Attend local enrollment/client meetings as needed • Delivers outstanding customer service • Maintains agency files accurately and consistently • Attends and completes any training sessions or...

Description Job Summary The Treasury Management Service Specialist II – Corporate & Specialty Banking supports clients within the Corporate & Specialty Banking segment by delivering high‑touch treasury management onboarding, implementation, and advanced service support. This role focuses on sophisticated, complex client relationships across Healthcare, Franchise, Sponsor Finance, Large Corporate, and other specialty industries that require advanced treasury solutions, scalable operating structures, and strong controls. The TM Service Specialist II partners closely with Relationship Managers, Treasury Sales, Operations, Risk, Legal, and Product teams to ensure precise execution, risk alignment, and a high‑touch client experience tailored to enterprise‑level and specialty business models. Key Responsibilities Client Onboarding & Implementation (Corporate / Specialty Focus) Manage...

Description This position is available to be filled at any Huntington Corporate office location. Summary: This position is responsible for providing general support and transaction assistance such as managing and monitoring ongoing origination activity and sales enablement duties as assigned. Responsible for the documentation requirements of equipment lease and loan transactions across multiple segments/industries and of varying complexity.  Work independently with clients and all internal departments to ensure that transactions are completed accurately, timely and that the company’s interests are perfected and protected. Duties and Responsibilities: Responsible for entry of transaction data within designated front end system and review of transaction details prior to documentation, including customer legal name and organization structure; equipment cost, description and location; pricing; tax; and...

Description The Treasury Management Service Specialist II – Specialized Mortgage Solutions (SMS) supports clients within the mortgage ecosystem by delivering high‑touch, specialized treasury management onboarding, implementation, and ongoing service support. This role focuses on residential and commercial mortgage servicers, mortgage originators, lenders, and related real estate organizations that require complex custodial, operating, and control account structures. The Specialist II partners closely with SMS Relationship Managers, Treasury Sales, Operations, Risk, Legal, and Product teams to ensure precise execution, regulatory adherence, and an exceptional client experience in a highly regulated and operationally complex environment. Hours for this role: (West Coast/PST: 9 AM – 6 PM PST) Key Responsibilities Client Onboarding & Implementation (SMS Focus) Manage end‑to‑end onboarding and ongoing...

Job Description At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture. General Description (Summary, Scope, Purpose) The Courier is responsible for supporting the Office Support Manager/Department in their daily tasks, which generally comprise of clerical and other document needs, supplies, mail, errands, special projects, and reception. DUTIES Maintains coverage of the front desk/reception area. Greets and directs visitors as needed. Maintains a clean and professional lobby area, conference...

Description The Treasury Management Service Specialist II – National Deposit Group (NDG) and HOA support clients within the National Deposit Group and Homeowners Association (HOA) business segments by delivering high‑quality treasury management onboarding, implementation, and ongoing service support. This role focuses on property management firms, HOA management companies, community associations, and related organizations that require high‑volume operating accounts, specialized payment processing, and strong controls around funds management. The TM Service Specialist II partners closely with Relationship Managers, Treasury Sales, Operations, Risk, Legal, and Product teams to ensure accurate execution, regulatory adherence, and a consistent, service‑oriented client experience aligned to the unique needs of NDG and HOA clients. Key Responsibilities Client Onboarding & Implementation (NDG / HOA Focus)...

Description This role will be onsite at our Waterloo, Columbus, or Minnetonka office only Summary: The Equipment Finance Sales Coordinator is responsible for providing general support and transaction assistance such as managing and monitoring ongoing origination activity and sales enablement duties as assigned. Responsible for the documentation requirements of equipment lease and loan transactions.  Work independently with clients and all internal departments to ensure that transactions are completed accurately, timely and that the company’s interests are perfected and protected. Duties & Responsibilities: Responsible for entry of transaction data within designated front end system and review of transaction details prior to documentation, including customer legal name and organization structure; equipment cost, description and location; pricing; tax; and internal transaction parameters....

Higginbotham Insurance Agency, Inc  has an immediate opening for a Human Resources Technology Coordinator. The Project Coordinator supports the HR Technology Consultant in managing client engagements and internal initiatives. This role is responsible for coordinating project activities, maintaining timelines, organizing documentation, and facilitating communication between clients, vendors, and internal stakeholders. Position Summary: The Project Coordinator supports the HR Technology Consultant in managing client engagements and internal initiatives. This role is responsible for coordinating project activities, maintaining timelines, organizing documentation, and facilitating communication between clients, vendors, and internal stakeholders. The ideal candidate is highly organized, detail-oriented, and experienced in coordinating projects in a professional services or HR environment. Experience administering and supporting ADP is strongly preferred. This role offers...

Higginbotham , a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a Sr . Employee Benefits Account Coordinator  for our North Texas   office. The  Employee Benefits Account Coordinator provides administrative support to internal account managers and maintains a professional relationship with our external clients. This role will support the worksite clients only. Essential Tasks: Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites, House Bill requests Assists in marketing of accounts as directed by account managers Assists with the preparation of reports, proposals and other presentation materials Audits billing statements for accuracy on behalf of clients Generates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, etc. Assists in processing necessary...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Placement Specialist assists the Placement Executive with marketing accounts, maintaining relationships with insurance company partners, and following market insights/trends. This role provides training, coaching, and mentoring to the Placement Coordinator. PRIMARY...

Precision, care, and speed — the backbone of every great benefits experience. Who We Are Austin Benefits Group is a leading employee benefits firm delivering smart benefit solutions to private and publicly traded companies. Behind every seamless open enrollment and every resolved claim is a team that genuinely cares about doing the work right. Our Benefits Administration Specialists are the engine that keeps it all running. If you’re someone who takes pride in accuracy, loves solving problems, and wants to work somewhere your attention to detail actually matters — this is your team. The Opportunity As a Client Benefits Coordinator, you’ll be the operational heartbeat of our client service model. You’ll process enrollments, manage eligibility changes, conduct audits, and ensure every client and employee gets timely, accurate support. This is a high-impact role with direct ownership over outcomes that touch real people’s lives. What...

Position Summary: The Account Coordinator provides administrative support to internal account managers and maintains a professional relationship with our external clients. Supervisory Responsibilities: None Essential Tasks: • Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites, House Bill requests • Assists in marketing of accounts as directed by account managers • Assists with the preparation of reports, proposals and other presentation materials • Audits billing statements for accuracy on behalf of clients • Generates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, etc • Assists in processing necessary paperwork for submission to carrier –implementation • Attend local enrollment/client meetings as needed • Delivers outstanding customer service • Maintains agency files accurately and consistently • Attends and completes any training sessions or assignments...

PURPOSE:  This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.  As a Front Desk Coordinator within the Shepherd family, you are responsible for greeting customers and clients, answering incoming calls, directing calls to appropriate employees, mail distribution, flow of correspondence, meeting scheduling and organization, requisition of supplies, facility and building maintenance, as well as additional clerical duties as requested.  RESPONSIBILITIES:  · Greet visitors, determine their needs, check appointments and direct them to the proper associate. · Provide positive, prompt, accurate, and courteous service to clients. · Receive all in-coming telephone calls to the Agency and refer call to the...

WHAT WE’RE LOOKING FOR The Account Coordinator is responsible for ensuring the accuracy, timeliness, and execution of all policy documents, renewals, and day-to-day servicing requests, acting as the primary contact for any administrative tasks related to a client's policies. The Account Coordinator must remain knowledgeable of advances in the insurance business as well as keeping abreast of the types of insurance products available.  A GLIMPSE INTO YOUR DAY Serves as initial point of contact for the client. Monitors client questions, provides recommendations in partnership with the Account Management Team on appropriate coverage changes and/or contractual requirements. Identifies, researches and provides resolution for routine or basic client issues. Maintains client files accurately and consistently, responsible for proper documentation of files and proper communication in accordance with company workflow, procedures, and best practices. Maintains a high degree of...

We’re thrilled that you are interested in joining us here at the Amynta Group! The Amynta Group is seeking a Talent Acquisition Specialist to join our team onsite in our Fort Worth office. This role is responsible for filling niche, specialized talent across the U.S. with a focus on quality and partnership rather than high-volume agency-style recruiting. In this role, you will have the opportunity to help shape job descriptions, manage approval workflows, and engage directly with candidates throughout the full hiring process. This role reports to the senior recruiter and is a great fit for an early- to mid-career talent acquisition professional to build experience supporting specialized hiring across multiple business units. About Amynta Amynta is a leading risk services company specializing in property, casualty, and specialty insurance, along with warranty and protection solutions. Since our founding in 2018, we’ve grown rapidly—now managing over $3.5B in premiums and...

Position Summary: The Account Coordinator provides administrative support to internal account managers and maintains a professional relationship with our external clients. Supervisory Responsibilities: None Essential Tasks: • Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites, House Bill requests • Assists in marketing of accounts as directed by account managers • Assists with the preparation of reports, proposals and other presentation materials • Audits billing statements for accuracy on behalf of clients • Generates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, etc • Assists in processing necessary paperwork for submission to carrier –implementation • Attend local enrollment/client meetings as needed • Delivers outstanding customer service • Maintains agency files accurately and consistently • Attends and completes any training sessions or...

PURPOSE: This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country. As a Personal Lines Account Coordinator within the Shepherd family, you will assist account managers and insurance advisors in the handling and processing of new and renewal personal lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and assisting in servicing personal accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested. RESPONSIBILITIES: · Provide positive, prompt, accurate, and courteous service to account managers and clients, as necessary through...