1428 client manager associate jobs found

Job Posting End Date: June 30 When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:  Award-winning culture  Inclusion and diversity as a priority  Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability  Generous PTO (including paid time to volunteer!)  Up to 9.5% 401(k) employer contribution  Mental health support  Career advancement opportunities  Student loan repayment options  Tuition reimbursement Flexible work environments  *All the benefits listed above are subject to the terms of their individual Plans. And that’s just the...

The Client Manager Associate, Select 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 always use best practices.   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 Select Market segment through negotiations with underwriting and...

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...

Job Description Summary Founder Shield, powered by The Baldwin Group, is a risk management partner for rapidly evolving, high-growth companies, as well as for small businesses. Our mission to create the best possible experience for purchasing insurance and managing risk for your company. We’re a tech-enabled, boutique broker focused exclusively on insurance solutions for emerging industries and niche insurance products. Our team of experts provides continuous guidance and support to ensure you purchase coverage that makes sense for your business. We take a hands-on approach with our underwriter relationships, training them to understand our client’s culture, values, and organizational approach. Our suite of tools and emerging industry experience gives us the unique ability to set our clients up for the present and create a clear game plan for the future. The Associate Client Manager will manage small business renewal accounts from start to finish. The role requires logging client...

The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Retirement Plan Consulting division currently has an opening for an Associate Client Manager. This role would be assisting with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401k) with a focus on client satisfaction and retention. Job Description PRIMARY RESPONSIBILTIES: Generate and coordinate client and prospective deliverables, with an emphasis on accuracy and meeting stringent deadlines Update and generate weekly reports utilizing the CRM and MS Office Maintain/update CRM and Department tracking sheets on a real time basis Data gathering for surveys Offer...

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 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 within our prestigious Construction Practice. Principal Responsibilities: Responsible for gathering the information and risk management recommendations for renewals and for delivering renewals and/or binders as needed. Assists in managing all policy activity aspects of assigned accounts including endorsements and invoicing. Maintains a concern for timeliness and completeness when interacting with clients, the organization and Insurance Company Partners to minimize potential for errors and omissions claims....

Description Summary: Responsible for managing the firm’s Client Service team, including its staff, daily operations, as well as team engagement with clients and other internal firm departments. Client Responsibilities Works with clients to open and/or service portfolio accounts per request of Wealth Advisor Attend meetings with clients as needed Team Responsibilities Develop and refine practice standards for the area of Client Service, working with the team to create and define policies, procedures and best practices Work closely with our third-party custodial service teams to ensure engagement and service standards remain highly effective and efficient Design Client Service team career path, working to train and recruit team members to ensure the team has a strong veteran presence, depth, succession and sufficient back-up Provide routine updates during Advisor Team Meetings and firm staff...

If you’re passionate about becoming a Nationwide associate and believe you have the potential to be something great, let’s talk. 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. Building a deep understanding of customers and the marketing that works to attract them begins with developing insights and deep understanding from marketing research.  If you thrive on problem-solving, connecting the dots and being part of an organized and informed project team, have exceptional attention to detail and a deep sense of ownership for quality and project workflow, we want to know more about you! As a Marketing Research Specialist, you'll develop and support marketing information capabilities and insights for production or internal business partners. This can include responsibility for custom research projects, including the development and...

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. The Consultant, Business Insights will support ALO’s evolving data strategy and help mature how the organization uses data, reporting, analytics, and AI-enabled insights to inform business decisions. This role will help introduce structure, improve consistency, and support prioritized reporting and analytics efforts across ALO. Working within ALO Operational Excellence, this individual will partner closely with Shared Services, Enterprise Data Governance, and operational leaders to strengthen...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team 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. This role supports the ESS UW & Policy Services team responsible for processing, quality assurance, and escalation management across operational workflows. The team converts inbound work into accurate system updates, resolves exceptions, and ensures quality standards are met so downstream processes can proceed without delay. This role will lead efforts to improve workload visibility, standardize decisioning, and strengthen cross-team coordination to drive more...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team 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. Job Description Summary If you can put your keen legal mind to work analyzing, managing and resolving insurance coverage and claims, we want to know more about you! Working on our team offers the opportunity to be involved in settling litigated and non-litigated claims of low to moderate complexity and severity in terms of exposure and coverage. As a Claims Specialist, you'll investigate, evaluate and negotiate claims to successful resolution. This role...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team 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. Join a highly analytical, data-driven team where your insights will directly influence business strategy and performance. We’re looking for a Business Advisor who brings strong Tableau expertise and a solid data engineering foundation to turn complex data into clear, actionable insights for our Brokerage Individual Risk team. In this role, you’ll partner closely with the business to uncover trends, inform decisions, and help drive results in a fast-paced...

If you’re passionate about being part of a dynamic organization that enables a Fortune 100 company with nearly $70 billion in annual sales to drive innovation and adopt new technologies that deliver business results, then Nationwide’s Technology 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. We are seeking a Corporate Security Officer to support a professional corporate environment and help maintain a safe and secure workplace. This role is second shift, 2:00 p.m. to 10:00 p.m., with two consecutive days off during the week. Candidates must be available to work weekends and holidays as needed. Must possess and maintain a valid Arizona DPS Guard Card license, unarmed or armed as applicable. This position is ideal for someone who is reliable, detail oriented, and...

Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Associate Account Manager to join our team. This position will report to our agency located in Roseland, NJ. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is an in-office position.   Responsibilities: Assist with personal lines needs for the region, as needed  Support day-to-day servicing of commercial accounts Respond to routine client inquiries about policies, certificates, billing, and coverage changes Prepare and issue certificates of insurance, binders, and endorsements Process policy changes, renewals, and cancellations in agency management systems Gather underwriting information and application materials Maintain...

Job Summary: Associates works in a variety of situations, at times working as members of a team and other times working alone on an assignment.  Associates are under close supervision of the Regional Sales Leader and performance is monitored to assess readiness for advancement as opportunities arise.  Associates provide support to the Personal Lines Account Manager and Sales Executive in obtaining, maintaining, expanding and servicing accounts.  Associates work closely with the sales team to assist in providing high quality customer service to assigned clients while gaining working knowledge about the insurance industry.  Insurance Responsibilities: Assist Sales Executive in the marketing process including preparation of all necessary applications (including supplemental applications) and collecting all data necessary for a complete submission to underwriters. Assist in preparing proposals, graphs and service plans for clients Assist Account Manager in preparation of the...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Account Manager   I   manages   a book of insurance business, and provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues. They may work independently, as part of a team or with a Producer to provide client advocacy, client retention, write new client accounts or lines of coverage as needed....

Company Details   Berkley Surety is a highly professional, service-oriented surety underwriting management company, providing a full spectrum of bonds for contract, environmental, and commercial surety accounts through multiple distribution channels in both the United States and Canada. We write on behalf of W. R. Berkley Corporation member company Berkley Insurance Company, which has an A.M. Best rating of A+ (Superior). We pride ourselves on building strong relationships with our agents. We highly value the insight and expertise our agency partners bring to the table which helps us provide timely and predictable surety solutions.   Company URL:   www.berkleysurety.com  Responsibilities Manage, produce and underwrite new and renewal business from assigned agents/brokers in the primary line of business. Consistently achieve budgeted financial results (premium volume, loss ratio, premium collections and expense management...

Grow With Us!  At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Associate Account Manager to join our team. This position will report to our agency located in Barre, VT. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is an in-office position. Responsibilities: Assist with commercial lines needs for the region, as needed Assist Account Managers and Account Executives with day-to-day servicing of commercial accounts Respond to routine client inquiries regarding policies, certificates, billing, and coverage changes Prepare and issue certificates of insurance, binders, and endorsements Process policy changes, renewals, and cancellations in agency management systems Gather underwriting...

About Us: EquiTrust Life Insurance Company is a national carrier of competitive, client-friendly annuity products sold through a variety of distribution channels, including more than 20,000 independent agents and independent marketing organizations (IMOs). Since 2003, we have provided exceptional customer service to our clients by operating with integrity and passion. Our efforts are supported by a dedicated workforce who execute their responsibilities through teamwork and an entrepreneurial spirit. EquiTrust sells products nationwide and is headquartered in Chicago, Illinois, with operations in West Des Moines, Iowa. Position Summary: The Marketing Technology Business Analyst plays a key role in the evolution of EquiTrust’s Sales and Marketing digital platforms, driving improvements to the financial professional and distributor experience across e-application systems, externally facing tools, and other digital properties. This position collaborates with business and...

Company Details   Berkley One  is a modern insurance provider for a modern generation of affluence. We serve clients who live dynamic, adventurous lives and expect their insurance experience to match. Our mission is to deliver highly personalized risk and claims management through a blend of expert independent agents, cutting-edge digital tools, and the strength of the  W.R. Berkley  brand.   Why Join Us? At Berkley One, you’ll be part of a forward-thinking team that’s reimagining personal insurance. We’re building solutions that are as sophisticated and agile as the clients we serve—individuals and families who value innovation, simplicity, and exceptional service. You’ll collaborate with passionate professionals, leverage modern technology, and help shape the future of our industry. #LI-AV1 #LI-HYBRID What We Value A client-first mindset with a passion for delivering exceptional experiences Curiosity, creativity, and a drive...