1387 client associate jobs found

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 competent professional team. BRIEF DESCRIPTION / OVERVIEW :  We are looking for a Client Associate. You will assist wealth managers and financial planners in preparing and processing paperwork to open and maintain client accounts.  You will resolve any account related issues that occur, process distributions and contributions to client accounts by either check or electronic means.  Daily responsibilities include, but are not limited to, performing essential tasks related to delivering exceptional service to a client, preparing paperwork,...

Job Description The Client Manager Associate, Small Market will assume overall responsibility for assisting Sales Representatives in the renewal process as well as recognizing opportunities to add additional lines of coverage to existing business. This position requires the individual to be an ambassador to the business and use best practices at all times. The Client Manager Associate is directly and/or indirectly accountable for activities associated with plan retention and Add Issue sales including, but not limited to, generating plan options and quotes for additional lines of coverage. The individual will proactively mine for Add Issue opportunities, as well as handle incoming renewal requests. A successful candidate demonstrates strong customer service acumen, strong consulting/negotiation skills, deep product knowledge with a high degree of operational effectiveness.   You will: Provide renewal rate relief for the small market segment through negotiations...

Company: Marsh Description: Customer and client expectations are constantly evolving. Companies are merging at historic rates. Technology is developing faster than the market can keep up with. So, what competitive advantage is left? The answer: People . At Marsh, our people are the only irreplaceable assets, the ones who will make the difference now and for years to come. Marsh is seeking candidates for the following position located in our San Antonio, TX office. Associate Client Executive- Multinational Practice This position is for a seasoned professional individual contributor in   Client Relationship Management , who works independently with minimal   supervision   to maintain and grow a small book of low risk accounts and ensuring retention and   relationship   satisfaction and assists senior level colleagues with complex   account   work to gain exposure to various markets or industries. What can you expect? Manage and expand global...

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 Canada has an exciting opportunity available for a Client Service Associate supporting our Private Client Team in Markham! WHAT YOU’LL DO: Essential duties and responsibilities include the following but not limited to. Responsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies/endorsements, invoicing, issuance of certificates of insurance, claims reporting and follow up as needed, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to coverage questions. Build courteous and successful relationships with clients and carriers to improve client retention. Processing and submitting any endorsements on carrier portal or liaison with direct underwriters....

Company: Marsh Description: Are you a brilliant Associate Client Executive with Property-Liability insurance background? Are you interested in building relationships with a broad spectrum of clients (including multinational) for a market-leading, global organisation that can provide long-term career progression? If so, we are currently looking to expand our Risk Management team and are very interested in speaking with top talent within the insurance industry. What can you expect? The opportunity to join a growing and highly successful team working with some of the largest and best known companies on bespoke and complex insurance arrangements including global programs A team that strives to deliver best practice, market leading service and solutions with a focus on client service excellence To build and maintain an excellent rapport with our clients, providers and colleagues across Marsh, Excellent training and development with the ongoing career opportunities...

Company: Marsh Description: Customer and client expectations are constantly evolving. Companies are merging at historic rates. Technology is developing faster than the market can keep up with. So, what competitive advantage is left? The answer: People . At Marsh, our people are the only irreplaceable assets, the ones who will make the difference now and for years to come. Marsh is seeking candidates for the following position located in our San Antonio or Austin, TX office. Associate Client Executive- Multinational Practice This position is for a seasoned professional individual contributor in   Client Relationship Management , who works independently with minimal   supervision   to maintain and grow a small book of low risk accounts and ensuring retention and   relationship   satisfaction and assists senior level colleagues with complex   account   work to gain exposure to various markets or industries. What can you expect? Manage and expand...

Hi, we’re HUB! We are proud to be ranked 5th among the world’s largest insurance brokerages where we advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy – so you’re ready for tomorrow. We believe in our people – they are the best in the industry! We encourage and support each other and want to see our people grow. With this, we have implemented many leadership development programs and support career advancement! If you are a lifelong learner looking for an advancing and rewarding career, please read further to see what this job entails. The Opportunity! As a Personal Insurance Associate , you will help protect individuals most valuable assets. In this role, you will provide outstanding client service through your positive,...

Hi, we’re HUB! We are proud to be ranked 5th among the world’s largest insurance brokerages where we advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy – so you’re ready for tomorrow. All applications will be reviewed and considered for future part-time career opportunities at HUB International Insurance. Are you a bright, outgoing, people-oriented person? If so, this is the job for you. At HUB, we value education and continuous learning, and are excited to assist you along your career development path. We will provide you with the tools and resources to go through the Level 1 Insurance Training Program, if not already obtained. As an Auto Associate , you will advise new and existing clients in the branch on how to...

Hi, we’re HUB! We are proud to be ranked 5th among the world’s largest insurance brokerages where we advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy – so you’re ready for tomorrow. The Opportunity! Are you a bright, outgoing, people-oriented person? If so, this is the job for you. At HUB, we value education and continuous learning, and are excited to assist you along your career development path. We will provide you with the tools and resources to go through the Level 1 Insurance Training Program, if not already obtained. As an Auto Associate , you will advise new and existing clients in the branch on how to best protect their assets when it comes to automobile insurance. You will build relationships and offer...

Hi, we’re HUB! We are proud to be ranked 5th among the world’s largest insurance brokerages where we advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy – so you’re ready for tomorrow. All applications will be reviewed and considered for future career opportunities at HUB International Insurance. Are you a bright, outgoing, people-oriented person? If so, this is the job for you. At HUB, we value education and continuous learning, and are excited to assist you along your career development path. We will provide you with the tools and resources to go through the Level 1 Insurance Training Program, if not already obtained. As an Auto Associate , you will advise new and existing clients in the branch on how to best protect...

We are currently seeking a Client Services Associate to join our Wealth & Retirement team in Pennsylvania.   This position will provide administrative support to the sales staff and Retirement Plan Advisors.     Specific responsibilities include: Answering phones, directing calls and/or taking messages Entering data and running investment reports as assigned for Retirement Plan clients Updating client and prospect data in company databases Supporting sales staff with proposal materials, presentations, and other documents needed for client/prospect meetings Managing Sales staff calendars Assisting in the preparation and processing of client paperwork Other projects/duties as assigned.   Please apply to join us if you meet the following requirements : - 4 year college degree or equivalent work experience - Prior office experience preferred - Excellent organization skills and strong attention to detail - Excellent written and verbal...

Hi, we’re HUB! We are proud to be ranked 5th among the world’s largest insurance brokerages where we advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy – so you’re ready for tomorrow. The Opportunity! Are you a bright, outgoing, people-oriented person, who has an inner love for holiday parties? If so, this is the CAREER for you! As the Commercial Auto Associate , you will be providing exceptional service to fleet clients. You will apply your superior attention to detail and excellent client service skills while working closely with clients to meet their commercial auto needs. You will help build and maintain long-term relationships with our clients with helping to answer client inquires and requests. A day in the...

Company: Marsh McLennan Agency Description: Associate Client Manager, Employee Health & Benefits Raleigh, NC 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 an Associate Client Manager, Employee Health & Benefits 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 our...

BKS Partners 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. BKS Partners 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. BKS Partners, a subsidiary of BRP Group, Inc. (NASDAQ: BRP), takes a holistic and tailored approach to insurance and risk management. The Associate Client Manager, Commercial Risk serves as a technical resource for clients, advisors, Insurance Company Partners and prospects while providing prompt, efficient, high-quality service for designated accounts. Position Summary: The...

Company: Marsh Description: Marsh is seeking candidates for our open Cyber Associate Client Advisor position based in our New York City office. What can you expect: Become a member of Marsh's cyber team who delivers expert advisory and market-leading solutions to help manage cyber risk with confidence. In this client facing role you will develop an understanding of the clients' business strategic priorities, risk strategies and risk management needs to help provide knowledge and advice to complex clients. Helps identify the need for new products and develops innovation solutions for clients. Builds and maintains relationships with clients , and is the primary point of contact for day-to-day service needs. Policy management activities and delivery of reviewed policy to client and helps address client inquiries as necessary. Delivers technical expertise in the delivery and presentation of RFP’s What's in it for you? Gain exposure to key stakeholders and have...

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 Canada has an exciting opportunity available for a Client Service Associate supporting our Markham & Toronto team! WHAT YOU’LL DO: Present and meet with clients regularly to assess risk and advise on coverage for their business operations. Retain and service an identified book of business. Coordinate Renewal Strategy Meetings with clients and service teams, including agenda preparation, meeting minutes, and action items/timelines. Prepare and update the Limits Chart after each renewal and amendment. Issue Side Analyses to clients as the renewal or new business offer, providing comprehensive coverage offerings and uninsured exposures. Facilitate the entire renewal process 90-60 days in advance and manage the process with Client Advisor (CA) and Technical Service Associate (TSA)....

Job Description: The position will support compliance standards for AIGRM Client Services and Underwriting.  The role will interact with internal AIG groups; Continuance Account Coordinators, AIGRM CS Management, Customer Service Managers and Underwriting, in various situations with respects to reviewing bound and issued AIGRM deals and tracking resolution. Must be able to communicate clearly and be very organized while tracking and following up on a multitude of accounts and discrepancies.  The ideal candidate must have the ability to understand the different program structures and compliance rules, review legal agreements, policies, systems and bookings, and work with the AIGRM partners on timely resolution. Specific duties include: Analyze accounts for quality review, completing a checklist and documenting any discrepancies. Finding common occurrences that may improve training topics to prevent future issues and delays. Job Requirements: Customer service...

BKS Partners 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. BKS Partners 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. BKS Partners, a subsidiary of BRP Group, Inc. (NASDAQ: BRP), takes a holistic and tailored approach to insurance and risk management. The Associate Client Manager, Commercial Risk serves as a technical resource for clients, advisors, Insurance Company Partners and prospects while providing prompt, efficient, high-quality service for designated accounts. Position Summary: The...

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 has an exciting opportunity available for a Client Account Associate for our Commercial Lines team in Roseland, NJ . WHAT YOU’LL DO: Responsible for the day-to-day account management of an assigned book of business Build courteous and successful relationships with clients, vendors and carriers. Assist in the renewal process for all assigned and prospective clients. Assist in the review of internal compliance; follow agency guidelines, policies and procedures. Assist in growing the assigned book of business through account rounding and referrals. Support marketing and sales teams as needed. Document renewal, sales, and insurance operations compliance documents. Attend internal and client meetings, as needed. Promote teamwork, support, knowledge sharing and a positive attitude in the...