7 client service manager trainee jobs found in Houston, TX

SUMMARY The Account Manager (AM) will provide professional, courteous, and knowable account management and brokerage services to assigned clients, having the primary responsibility for account retention and satisfaction.   Working alongside Producers and Account Executives (aka “Client Executives / Sales”) as assigned, the AM shall be principally responsible for overseeing management of assigned accounts, servicing and maintain existing accounts while uncovering opportunities for increasing business. The Account Manager needs to exhibit a desire and willingness to support the client and the Producer.  A can do and team motivated attitude is vital to the long term success.    The AM will interface with a service team directly for assigned accounts, involving assigned individuals appropriately in service related activities in support of clients.  Issues related to policy processing, maintenance of client data on the EPIC agency management system, routine changes (e.g....

Company: Description: JOB TITLE: Benefits Account Manager JOB TYPE: FLSA Non-Exempt REPORTS TO: Director of Client Services – Employee Health & Benefits ESSENTIAL DUTIES & RESPONSIBILITIES: Documentation Benefit Point & ImageRight Enter client data into Benefit Point adequate to complete following: RFP’s Prospect/opportunity Report Update Client Rates and Plans tab with final agreed information within 5 workdays of client acceptance of renewal or new business presentation Customer Service Provide support for Account Executive through duties and responsibilities listed this Job Description and Benefits Timeline.  Research and answer questions regarding benefit plans, claims and billings for client, update Benefit Point activities and adhere to the Benefits Timeline Assist bSwift team with set-up of client web site as directed by Benefits Operations Manager. Maintain on-line client binder as per department guidelines Coordinate...

Company: Description: JOB TITLE: Commercial Account Manager JOB TYPE: FLSA Non-Exempt REPORTS TO: Director of Client Services – Business Insurance/Property & Casualty ESSENTIAL DUTIES & RESPONSIBILITIES: Documentation Process documents necessary to maintain the Client Insurance Program, utilizing agency management system.  These duties include but are not limited to Generate surveys and  request renewal applications Prepare Loss Summaries Prepare Proposals for renewal terms Initiate Premium Finance Requests Issue Certificates of Insurance and Auto ID cards Prepare Schedules of Insurance for delivery to client Prepare policies for delivery to client Process Policy Audits and Monthly Reports Identify and resolve Accounting discrepancies Create requests for changes to client’s coverages Teamwork Function as team member of the Agency Workforce to ensure superior service to all MMA Clients. These activities include but are not limited...

Company: Description: JOB TITLE: Benefits Account Manager JOB TYPE: FLSA Non-Exempt REPORTS TO: Director of Client Services – Employee Health & Benefits ESSENTIAL DUTIES & RESPONSIBILITIES: Documentation Benefit Point & ImageRight Enter client data into Benefit Point adequate to complete following: RFP’s Prospect/opportunity Report Update Client Rates and Plans tab with final agreed information within 5 workdays of client acceptance of renewal or new business presentation Customer Service Provide support for Account Executive through duties and responsibilities listed this Job Description and Benefits Timeline.  Research and answer questions regarding benefit plans, claims and billings for client, update Benefit Point activities and adhere to the Benefits Timeline Assist bSwift team with set-up of client web site as directed by Benefits Operations Manager. Maintain on-line client binder as per department guidelines Coordinate...

Regional Production Specialist – Lexington Property Who we are American International Group, Inc. (AIG) is a leading global insurance organization. Building on 100 years of experience, today AIG member companies provide a wide range of property casualty insurance, life insurance, retirement solutions, and other financial services to customers in more than 80 countries and jurisdictions. These diverse offerings include products and services that help businesses and individuals protect their assets, manage risks and provide for retirement security. Get to know the business Lexington Insurance Company is the leading U.S.-based surplus lines insurer. For over 50 years, we have provided flexible solutions to companies and organizations of all sizes – from Fortune 100 corporations to small and middle market entities. Lexington is renowned for its ability to help brokers find solutions to the most challenging insurance needs of their clients. Drawing on our entrepreneurial...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  CNA seeks to offer a comprehensive and competitive benefits package to our employees that helps them — and their family members — achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA’s benefits, check out our Candidate’s Guide . Provides full or specialized legal services to one or more areas supported. Has ongoing relationship and accountability for assigned legal matters in areas of commercial general liability matters including automobile, premises liability, and product liability. Is a legal expert in these specialized areas. Work assignments consist of major legal tasks involving problems of recognized complexity and facts that are...

Who we are American International Group, Inc. (AIG) is a leading global insurance organization. Building on 100 years of experience, today AIG member companies provide a wide range of property casualty insurance, life insurance, retirement solutions, and other financial services to customers in more than 80 countries and jurisdictions. These diverse offerings include products and services that help businesses and individuals protect their assets, manage risks and provide for retirement security. Get to know the business General Insurance is a leading provider of insurance products and services for commercial and personal insurance customers. It includes one of the world’s most far-reaching property casualty networks. General Insurance offers a broad range of products to customers through a diversified, multichannel distribution network. Your future team Lexington Insurance Company, a leading U.S. based Excess and Surplus Lines company, is strengthening...