34 client service consultant pc jobs found

Job Description: We are looking to add a Sr. Client Service Consultant to join our Property Casualty team in Sioux Falls, SD. Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Take ownership and lead accounts by servicing the largest and most complex accounts; Client Service Specialist and Client Service Consultant support dependent upon account size. Demonstrates exceptional customer service and operates as an effective partner with clients to include, but not limited to: Market renewal policies and negotiate with insurance company underwriters; Reviews insurance in place and assesses future needs of client; Evaluates and recommends insurance options for clients; Maintains an awareness of complex or significant claims situations and assists in claims process management as requested, to ensure client claim issues are...

Job Description: We are looking to add a Client Service Consultant to join our Property Casualty team in Cedar Rapids, IA . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Understand client operations and exposures to ensure appropriate coverage is in place or coverage options are provided. Consult with the team for pre-renewal meetings on qualifying accounts and development of client opportunities. Market renewal policies and negotiate with insurance company underwriters. Review quotes on accounts for accuracy and prepare proposal documents for client. Be accountable for account and policy accuracy by ensuring that all customer information as well as items received by carriers are accurate and current including coverage schedules, policies, endorsements, and audits. Prepares client renewal documents and...

Job Description: We are looking to add a Client Service Consultant to join our Property Casualty team in Waukee, IA . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Attend insurance carrier meetings and ability to independently lead client meetings, as required. Working accounts start to finish; may have some Client Service Specialist support and/or supporting Sr. Client Service Consultant, servicing larger, more complex accounts. Consult with the team for pre-renewal meetings on qualifying accounts and development of client opportunities. Market renewal policies and negotiate with insurance company underwriters. Review quotes on accounts for accuracy and prepare proposal documents for client. Be accountable for account and policy accuracy by ensuring that all customer information as well as items...

Job Description: We are looking to add a Client Service Consultant to join our Property Casualty team in Omaha, NE . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Understand client operations and exposures to ensure appropriate coverage is in place or coverage options are provided. Consult with the team for pre-renewal meetings on qualifying accounts and development of client opportunities. Market renewal policies and negotiate with insurance company underwriters. Review quotes on accounts for accuracy and prepare proposal documents for client. Be accountable for account and policy accuracy by ensuring that all customer information as well as items received by carriers are accurate and current including coverage schedules, policies, endorsements, and audits. Prepares client renewal documents and saves to...

Job Description: We are looking to add a Sr. Client Service Consultant to join our Property Casualty team in Madison, WI . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Take ownership and lead accounts by servicing the largest and most complex accounts; Client Service Specialist and Client Service Consultant support dependent upon account size. Demonstrates exceptional customer service and operates as an effective partner with clients to include, but not limited to: Market renewal policies and negotiate with insurance company underwriters; Reviews insurance in place and assesses future needs of client; Evaluates and recommends insurance options for clients; Maintains an awareness of complex or significant claims situations and assists in claims process management as requested, to ensure client claim issues are...

Job Description: We are looking to add a Sr. Client Service Consultant to join our Property Casualty team in Denver, CO. Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Take ownership and lead accounts by servicing the largest and most complex accounts; Client Service Specialist and Client Service Consultant support dependent upon account size. Demonstrates exceptional customer service and operates as an effective partner with clients to include, but not limited to: Market renewal policies and negotiate with insurance company underwriters; Reviews insurance in place and assesses future needs of client; Evaluates and recommends insurance options for clients; Maintains an awareness of complex or significant claims situations and assists in claims process management as requested, to ensure client claim issues are...

Job Description: We are looking to add a Client Service Consultant, Team Lead to join our Select team in Waukee, IA . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Attend Insurance Carrier Meetings, as required. Independently lead client renewal meetings, as required. Take ownership and lead accounts start to finish, including service center and non-service center; may have some Client Service Specialist support. Be accountable for account and policy accuracy by ensuring that all customer information as well as items received by carriers are accurate and current including coverage schedules, policies, endorsements, and audits. Consultant with the team, including producers as necessary, for pre-renewal meetings on qualifying accounts and development of client opportunities. Market renewal policies and negotiate...

Job Description: We are looking to add a Sr. Client Service Consultant to join our Property Casualty team in Kansas City, MO . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Take ownership and lead accounts by servicing the largest and most complex accounts; Client Service Specialist and Client Service Consultant support dependent upon account size. Demonstrates exceptional customer service and operates as an effective partner with clients to include, but not limited to: Market renewal policies and negotiate with insurance company underwriters; Reviews insurance in place and assesses future needs of client; Evaluates and recommends insurance options for clients; Maintains an awareness of complex or significant claims situations and assists in claims process management as requested, to ensure client claim issues are...

Job Description: We are looking to add a Client Service Consultant to join our Architects & Engineers team in Peoria, IL; Waukee, IA; or Kansas City, MO . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Attend insurance carrier meetings and ability to independently lead client meetings, as required. Working accounts start to finish; may have some Client Service Specialist support and/or supporting Sr. Client Service Consultant, servicing larger, more complex accounts. Consult with the team for pre-renewal meetings on qualifying accounts and development of client opportunities. Market renewal policies and negotiate with insurance company underwriters. Review quotes on accounts for accuracy and prepare proposal documents for client. Be accountable for account and policy accuracy by ensuring that all...

LOCATION: Boca Raton, FL, Hybrid.  Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in...

Responsible for retention activities for BCBSM and/or BCN customers generally with 50 to 99 contracts in a group within an assigned geographic area working in close coordination with Client Engagement Manager and Client Operations Managers overseeing the agent relationship(s) associated with those accounts.  Retention activities include planning, strategizing, benefit consulting and administration to increase membership as well as required resell activities.  Responsibility may include enrolled and prospective customers. Working in concert with the Sales Manager to propose specific retention strategy that is aligned with the overarching strategy for that agency relationship, by understanding the decision-making process and gaining trust and respect from key agent decision makers. Provide the agent/customer with information related to alternate methods of health care delivery (e.g., HMO, POS, PPO).  May include financial alternatives such as funding options. Use...

Acuity is seeking a Telephone Premium Audit Consultant (Telephone Premium Review Consultant) to review and complete telephone premium audits to accurately summarize exposures for workers' compensation, general liability, and commercial auto policies. The telephone consultant will answer premium audit related questions from underwriters, agents, and customers. This role will review and resolve premium audit disputes. Internal Deadline to Apply: Tuesday, September 15th ESSENTIAL FUNCTIONS: Complete telephone premium audits by updating the audit worksheets, determining the proper classification(s), and developing the correct exposure. Review and resolve premium audit disputes. Complete and approve audit revisions within authority limits. Plan workload in an efficient, productive manner while keeping current with assignments. Serve as the secondary company contact for underwriters, agents, and customers regarding premium audit questions and disputes...

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 Specialist, Underwriting Middle Market – Commercial Lines (Large Farm) will be part of the NWAG Large Farm Underwriting team.  Qualified candidates can work remotely in the Pacific or Central Time Zones or in a hybrid environment if near the Des Moines office.  The individual in this role will have responsibility for both new and renewal business.  Qualified candidates will have farm, agribusiness or commercial underwriting experience. #LI-TH1 Job...

Position Summary The Client Relationship Manager supports the Director, Client Relationship across their book of business (BOB) in fund management, with direct client and vendor liaison as required by the Director, Client Relationship. The Client Relationship Manager works alongside the Director, Client Relationship to learn the role, with a gradual increase in responsibility as appropriate. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Monitors government filings and current government regulations that may affect the operations of the Company or the client.  Facilitates client meetings, including minute-taking and recording key actions from board meetings. Manages contracts and documentation including client financial statements, Summary Plan Descriptions, benefit communications, and other documents at the direction of client...

Description This role will be onsite at our Easton office in Columbus, OH Small Business Lending Consultants ensure a Category of One experience for all customers in providing lending solutions and taking business loan applications for Community Lending customers up to 5MM Revenue,500M Loan Amount, and 1MM Aggregate Exposure, generally. Summary: Small Business Lending Consultants ensure a Category of One experience for all customers in taking business loan applications for Community Lending customers up to 5MM Revenue, 500M Loan Amount, and 1MM Aggregate Exposure, generally. Communicates with customer, branch partner, underwriter to submit application and obtain credit decision. Fields new opportunities via internal, inbound phone calls Leverages Elite Digital Lobby technology to communicate and transfer documents to and from customer. Partners with and supports Branch colleagues and business lending...

Position Summary The Mail Clerk is responsible for the processing and distribution of incoming and outgoing mail for assigned office or department in accordance with Company guidelines, client needs, and regulatory requirements. Key Duties and Responsibilities Opens daily incoming and inter-office mail; sorts and distributes mail to appropriate department or staff member. Processes outgoing mail and invoices; packages, documents, and sends to appropriate recipient. Prepares and processes overnight and special delivery letters and packages. Ensures sufficient mail supplies remain on hand; notifies supervisor when new supplies are needed. Provides back-up for other support services functions, based on location needs. Performs other related duties as assigned.  Working Conditions/Physical Effort Normal degree of physical effort in typical office environment with comfortable, constant temperatures and absence of objectionable elements. May be...

Location: Hybrid to Richfield, MN or Chicago, IL  Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're...

Location: Hybrid to Richfield, MN or Chicago, IL  Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're...

Position Summary The Client Relationship Manager supports the Director, Client Relationship across their book of business (BOB) in fund management, with direct client and vendor liaison as required by the Director, Client Relationship. The Client Relationship Manager works alongside the Director, Client Relationship to learn the role, with a gradual increase in responsibility as appropriate. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Monitors government filings and current government regulations that may affect the operations of the Company or the client.  Facilitates client meetings, including minute-taking and recording key actions from board meetings. Manages contracts and documentation including client financial statements, Summary Plan Descriptions, benefit communications, and other documents at the direction of client...

Job Description Amazing Career Moments Happen Here    Transforming the insurance industry is ambitious, we know. That’s why at Applied, we’re building a team that shows up every day ready to learn, willing to try new things, and driven to deliver innovative software and services that make us indispensable to our customers – all within a culture built on values that make us indispensable to each other too. With 40+ years of experience in the Insurtech game, we’re not just redefining what’s achievable, we’re creating a place where amazing career moments are made possible.     Position Overview   Applied Systems, Inc., a worldwide leader in insurance technology, is currently searching for an Associate Business Development Representative.  This person will play a crucial role in managing inbound leads and nurturing them through the qualification process, helping to connect potential clients with the right technology solutions to transform...