1163 client service administrator jobs found

Job Summary The Client Service Administrator provides critical support to retirement and private wealth clients by performing clerical and administrative tasks for the team to support the overall retention of accounts. Duties & Responsibilities Assists with pre and post client review meeting processes, including scheduling reviews, assembling reports, and driving deliverables from meeting minutes. Assists both Plan Sponsors and Plan participants with questions and issue resolution. Maintains Plan Documents such as amendments, Summary of Material Modifications, Summary Annual Report, Investment review, Meeting Minutes, and Notices, etc. Manages regular review meetings directly or in coordination with Retirement Advisors.  Prepares plan review documents and implements Fund Changes, Plan Amendments and other Plan related change paperwork. Prepares Fiduciary Investment Review documents. Prepares newsletters and memos. Assists with the Request for Proposal (RFP)...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary : Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties. A Day in The Life : Provides direct administrative support as required for two to three assigned Client Managers; responds to requests for assistance in a timely and collaborative manner. Supports the assigned team in the retention of the existing client base; confers with the team on opportunities to up-sell and/or cross-sell additional Oswald products and services. Serves as a client contact and identifies and assesses customer’s needs quickly and accurately; solves problems systematically, using sound...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. JOB PURPOSE Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties. ESSENTIAL DUTIES AND RESPONSIBILITIES Provides direct administrative support as required for one to three assigned Client Managers and Practice Leaders; responds to requests for assistance in a timely and collaborative manner. Processes requests for Certificates of Insurance as specified by client or within 24 hours of receipt of request. Ensures client invoices are paid as scheduled; responds to a variety of client billing issues and works closely with the related carrier to resolve billing problems....

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary : Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties. A Day in The Life : Provides direct administrative support as required for two to three assigned Client Managers; responds to requests for assistance in a timely and collaborative manner. Supports the assigned team in the retention of the existing client base; confers with the team on opportunities to up-sell and/or cross-sell additional Oswald products and services. Serves as a client contact and identifies and assesses customer’s needs quickly and accurately; solves problems systematically, using sound...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. JOB PURPOSE Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties. ESSENTIAL DUTIES AND RESPONSIBILITIES Provides direct administrative support as required for assigned Client Managers and Practice Leaders; responds to requests for assistance in a timely and collaborative manner. Processes requests for Certificates of Insurance as specified by client or within 24 hours of receipt of request. Ensures client invoices are paid as scheduled; responds to a variety of client billing issues and works closely with the related carrier to resolve billing problems. Compiles...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. A Day in The Life Responsible for servicing an assigned book of business which varies based upon client needs, account complexity, and client structure. Serves as the main point of contact for all existing clients, centers of influence and assigned book of business; responds to all service requests inclusive of billing inquires and coverage options. Ensures all client service needs are delivered in a timely and professional manner throughout the year by responding to requests as submitted in accordance to agency standards. Maintains accurate account files, records, and documentation in accordance with the agency standards; confirms in writing all relevant contacts, communication, suggestions, advice, etc., with clients, carriers and other applicable parties and attaches documentation...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. A Day in The Life Responsible for servicing an assigned book of business which varies based upon client needs, account complexity, and client structure. Serves as the main point of contact for all existing clients, centers of influence and assigned book of business; responds to all service requests inclusive of billing inquires and coverage options. Ensures all client service needs are delivered in a timely and professional manner throughout the year by responding to requests as submitted in accordance to agency standards. Maintains accurate account files, records, and documentation in accordance with the agency standards; confirms in writing all relevant contacts, communication, suggestions, advice, etc., with clients, carriers and other applicable parties and attaches documentation...

Position Summary The Director, Client Relationship directly leads a defined book of business (BOB), comprising a set of named clients, in accordance with Company guidelines, client needs, and regulatory requirements. The Director, Client Relationship acts in a mentorship role to their BOB’s assigned team. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Manages all aspects of the client relationship and account management activities of the assigned client(s) to retain and strengthen client relationships. Directs the execution of a defined account strategy, remaining abreast of the specific needs of each assigned client, to develop a value-based client relationship. Sets and manages client expectations and account-related activities such as identifying and developing additional service opportunities and coordinating the delivery of ZAS...

Position Summary The Pension Implementation Manager is accountable for onboarding new clients, converting existing client systems, and enhancing automation utilization. This role involves technical expertise while assessing the educational and training needs necessary to support operational and system-related activities. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Reviews and interprets requirements for new client retirement plan implementations, administrative system conversions, and plan changes; evaluates client needs to develop testing, training, and resource material. Attends implementation and conversion meetings as the functional subject matter expert, providing interpretation of plan rules and direction for programming, to ensure the success of the project. Facilitates training for new and current employees on...

ABOUT US 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 while leveraging support and resources from our corporate centers of excellence. HUB is one of the largest global insurance and employee benefits broker, providing a boundaryless array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in more than 600 offices throughout North America, HUB has grown substantially, in part due to our industry...

The Infrastructure Engineer II role is responsible for the operations of secure and highly available computing platforms, servers, and networks. This role is responsible for installing, maintaining, upgrading, and continuously improving the Company’s operating environment while maintaining the ongoing reliability, performance, and support of the infrastructure. This includes monitoring the operating environments, responding to incidents, problems and planning for growth.  Infrastructure Engineers deploy the release of new technologies as well as design, install, configure, maintain, and perform testing of PC/server operating systems, networks, and related utilities and hardware. Additionally, this role’s responsibilities include troubleshooting problems as reported by users, supporting Web access and electronic messaging services and maintaining a secure systems environment.  May act as a technical project leader or provide work leadership for lower-level employees....

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance TPA Team Lead PRIMARY PURPOSE :  To oversee and lead the workflow of claims professionals to ensure regulatory compliance and to communicate and maintain strong relationships with Third Party Administrators. ESSENTIAL FUNCTIONS and RESPONSIBILITIES Designs and coordinates management and oversight of third party administrator claims. Establishes policy and procedures to assure compliance to best practices, claims management services standards, state regulations,...

Primary Role: The Commercial Lines Account Manager works collaboratively with the Risk Consultants and Account Executives 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 Risk Consultants in obtaining, maintaining, and expanding business May also be responsible for account rounding and in accordance with...

With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. Job Summary The Senior ServiceNow Developer is responsible for design, development, and unit testing of ServiceNow Catalog Items automation and integration solutions. The candidate will engage with Business Analyst and SME to perform detailed requirement analysis. The candidate will provide production implementation and post-production support for ServiceNow modules and features such as Catalog Items and other aspects of ServiceNow. Responsibilities Design, architecture, maintenance, and enhancement of Catalog items. Create and maintain the current state of the ServiceNow platform architecture documentation. Communicate and collaborate with non-technical stakeholders to...

Position Summary The Staff Accountant provides financial accounting in accordance with Company guidelines, client needs, and legislative requirements. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Completes month end and year end closing processes, including preparation and input of journal entries, balance sheet reconciliations, bank reconciliations, and revenue summaries. Distributes monthly financial statements, researches and resolves income statement discrepancies, and responds to branch inquiries and requests. Audits financial statements for review by outside auditors. Assists in the development, implementation and monitoring of internal accounting systems and policies and procedures to ensure operations remain in compliance with regulations and reporting requirements. Performs accrual accounting functions including preparing...

Position Summary The Senior Project Manager is a key leader within the New Business & Client Conversion department, responsible for driving the successful implementation of new business and the end‑to‑end conversion of existing clients onto the Basys platform. This role oversees large‑scale, complex, cross‑functional technology projects—including system implementations, client onboarding, platform migrations, and major operational and technical upgrades. The Senior Project Manager ensures projects are delivered on time and within budget while maintaining a strong focus on client experience, operational readiness, data accuracy, and adoption of the Basys platform. This role partners closely with IT, Operations, Product, Vendors, and external stakeholders to ensure seamless delivery and long‑term success. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and...

This is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance.  We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture.  As a member of AXIS, you join a team that is among the best in the industry. At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work.  All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex, pregnancy, sexual orientation, gender identity or expression, national origin or ancestry, citizenship, physical or mental disability, age, marital status, civil...

Title:   Supervisor, Claims   Department:   Claims Bargaining Unit:   NBU   Grade:   N/A Position Type:   Exempt   Hours per Week:   40 Position   Summary The Supervisor, Claims provides daily leadership and supervision to a Claims team in accordance with Company guidelines, client needs, and regulatory requirements. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key   Duties   and   Responsibilities Provides daily leadership and supervision to staff consistent with Company values and mission. Assigns, distributes, and monitors quality and quantity of work produced, ensuring employees are held accountable for consistently meeting quality and production requirements. Develops staff through performance management, goal setting, training, and effective employee relations. Maintains current knowledge of assigned...

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 Employee Benefits Account Executive manages assigned book of business, develops client relationships and delivers to grow and retain clients. Alongside the Producer, the Account Executive is responsible for the development and implementation of the client’s multi-year strategic plan. The Account Executive ensures HUB’s clients have the support, tools and resources needed to...

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 Operations Leader to join our growing team in Troy, MI!   To lead, direct and manage the operations & procedures of the Employee Benefits Department toward the achievement of high-quality service and deliverables to the Agency's clients, while driving an operationally compliant and highly productive administrative support team. How You Will Contribute:   Responsible for the productivity, quality & staffing of the Employee Benefits service operations unit. Identify training needs and developmental requirements for personnel, assisting in the motivation, training and the operational development of the staff. Work with individuals to sharpen and strengthen these skills. Oversight of all Quality Control polices, guidelines and serve as the Quality Control liaison with...