1301 client services associate jobs found

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Client Services Associate t o their Independent Registered Investment T eam at Advus Financial Partners in their Winter Park, FL office.  Job Summary: As a Client Services Associate you assist the Client Services Manager in supporting the firm’s advisors and the firm’s clients. Essential Functions: Client Operations Assistance Assist in the establishment and maintenance of client investment accounts. Assist in the fulfillment of client requests for information about their accounts. Work with investment custodians to ensure the smooth operation of client accounts. Maintain accurate client data in the firm database(s). Assist in the development and maintenance of the client Investment Policy Statement. Assist in cashiering functions, including the processing of wires, checks, EFT/ACH transactions, deposits...

Summary: We are looking for a professional, organized, detail-oriented team player to join HUB International Investment Services, a nationally recognized Retirement Plan Consulting & Wealth Management Firm. In this role, you will: Assist a busy team to meet tight deadlines; Have responsibility for organizing and scheduling client meetings every quarter and coordinating the meetings with our financial advisors’ calendars; Assist with the preparation of meeting materials for meetings using Microsoft Office (Outlook, Word, PowerPoint, Excel) and proprietary reporting systems; Work closely with our vendor partners in gathering data needed for our meetings and using their websites to pull data from their reporting systems; Help to maintain, assemble, and update marketing materials, newsletters, and social media sites; Assist with client events, client support, and special projects; Keep our marketing databases up to date by gathering necessary information...

Job Description: We are looking to add an Associate Vice President, Client Service to join our Employee Benefits team in Minneapolis, MN . 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: Manage all aspects of a prospect/client account including assisting with building, maintaining and growing overall relationship with new and existing clients at the executive level; communicate more complex client strategies to partners. Develop and manage the scope of services for each client, which includes overall healthcare strategy and a financial budget. Work with sales team to determine specific scope of services and responsibilities. Review insurance in place and assess future needs of client, develop/implement growth strategies for each client, which results in increased revenue of existing client base as well as Company...

IGNITE YOUR PASSION * IMPACT WHAT MATTERS   WHO WE ARE. Breaking Boundaries for 25 years - and counting. The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 530 HUB offices across North America and ranked 5th among the world’s 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. 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. WE LOVE OUR PEOPLE & OUR PEOPLE LOVE US. We have the competitive, exciting, and friendly work environment you are seeking.  We strategically position our employees for longevity and success by investing in their future and providing continuous...

Job Description: We are looking to add an Associate Vice President, Client Service to join our Employee Benefits 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: Manage all aspects of a prospect/client account including assisting with building, maintaining and growing overall relationship with new and existing clients at the executive level; communicate more complex client strategies to partners. Develop and manage the scope of services for each client, which includes overall healthcare strategy and a financial budget. Work with sales team to determine specific scope of services and responsibilities. Review insurance in place and assess future needs of client, develop/implement growth strategies for each client, which results in increased revenue of existing client base as well as Company...

IGNITE YOUR PASSION * IMPACT WHAT MATTERS   WHO WE ARE. Breaking Boundaries for 25 years - and counting. The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 530 HUB offices across North America and ranked 5th among the world’s 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. 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. WE LOVE OUR PEOPLE & OUR PEOPLE LOVE US. We have the competitive, exciting, and friendly work environment you are seeking.  We strategically position our employees for longevity and success by investing in their future and providing continuous...

We’re thrilled that you are interested in joining us here at the Amynta Group! Individuals employed by Amynta Surety Solutions who hold this position are responsible for successfully executing their responsibilities as they relate to the US Surety business line which include but are not limited to: • Provide underwriting leadership and oversight of assigned offices/geography/underwriters. • Provide leadership and strategic direction setting to assigned offices/geography/underwriters. • Drives culture of ownership relative to production, underwriting and portfolio management within assigned offices/geography/underwriters. • Macro-level portfolio management responsibility for all exposures associated with assigned offices/geography/underwriters. • Meet/Exceed financial goals. • Travel for underwriting purposes as needed. Will have knowledge in target industry sectors including but are not limited to: Renewable Energy, Healthcare, Public Utilities, Industrials, Technology,...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Braishfield Associates, a division of Hull & Company, LLC, is a member of Bridge Specialty Group, and we are seeking an Associate Underwriter/Underwriter In Training to join our team in Orlando, FL .  The primary responsibility of this role is to review new and renewal insurance applications to evaluate, classify, and rate risks for insurance and accept or rejects applications.  We have “teammates”, not “employees”, and our teammates make all the difference in our success. Who You Are You believe in working as a team and thrive in fun and collaborative environments. You have a client-focused attitude and value the importance of relationships, professionalism, and trust. You set goals high and aim higher. You have solid communication skills. You are detail oriented and organized. You enjoy learning new skills, systems,...

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 Account Executive to join our growing team in Brentwood, TN . The Employee Benefits Account Executive is responsible for managing and growing client relationships within the employee benefits sector. This role involves working closely with clients to design, implement, and maintain comprehensive benefits programs that meet their organization’s needs How You Will Contribute Review and coordinate annual renewals with employers/coordinate with producer Requesting alternate quotes as needed Add additional lines of coverage as needed Present the annual employee renewal information Maintain client services throughout the year Update our client system, policies, and files for assigned clients. Maintain all required documentation needed for compliance for each...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Piper Jordan is seeking a Senior Associate, Health & Benefits to join our growing team in San Diego, CA or Las Vegas, NV . The Senior Associate, Health & Benefits will lead consulting engagements with mid-size and large employers. Primary responsibilities will revolve around driving business results through retaining clients and managing day-to-day client activities. By taking accountability and leading consulting projects, the Senior Associate will contribute to our mission of providing exceptional consulting services that are delivered accurately and timely. Dedication and a proactive approach will be essential in maintaining effective internal relationships and driving positive results. How You Will Contribute: Oversee and provide day-to-day support for mid to large client relationships Drive strategy and grow...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Our Culture Culture is meaningful to us. It's in the way we interact with one another and with our clients. We believe in being our authentic selves with one another and have cultivated an approach that is "we" not "I". We honor the commitments that we make to our clients and one another. This is our culture. We actively engage in the communities where we live and encourage our teammates to use Volunteer Time Off and to engage with our Spotlight Charities and causes meaningful to teammates. About the role: The Associate Benefits Consultant serves as a member of the Brown & Brown Employee Benefits Ancillary Proposal team for benefit proposals including Life, Disability, Dental, Vision and Voluntary products. This includes assisting in proposal development, deployment, and response quote process in conjunction with Brown...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. We are seeking a Broker to join our growing team in Oakbrook Terrace, IL. The Broker plays a crucial role in connecting clients with suitable insurance products and services to meet their unique needs. This position involves assessing client requirements, providing expert advice, and negotiating policies with various insurance carriers. Brokers are responsible for building and maintaining strong relationships with clients, conducting market research, and staying informed about industry trends and regulatory changes. How You Will Contribute Examines such documents as application forms, inspection reports, insurance maps, and loss runs to determine degree of risk from such factors as ISO classifications, applicant financials, age, occupation, accident experience, and value and condition of property. Reviews company records 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 Accounts Receivable Associate to join our growing team in St. Petersburg, FL . The Accounts Receivable Specialist is responsible for managing the company’s incoming payments and ensuring accurate recording of all transactions. This role involves invoicing clients, monitoring account balances, and following up on overdue accounts to ensure timely payment. The Accounts Receivable Specialist will also work to resolve discrepancies, maintain client relationships, and ensure compliance with company policies and financial regulations. How You Will Contribute Responsible for posting daily cash deposits received in a variety of ways (EPAY/ACH/Lockbox/Physical Checks etc..). Responsible for research and proper posting of misapplied/unapplied funds. Researches and resolves credits on account either...

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 Account Manager to join our growing team in Rochest er, NY .     The Employee Benefits Account Manager is responsible for providing a service associated with the administration of Employee Benefit policies and to provide all necessary support to the production efforts to achieve department goals and objectives .      How You Will Contribute:     Participate in client meetings/sales calls with brokers, employee enrollment meetings and all departmental service meetings.   Responsible for the servicing of selected Group Agency Accounts. Functions include but are not limited to reconciliation of claim issues, benefit inquiries , enrollment issues, and carrier premium billing discrepancies....

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 a  Personal Lines Team Leader  for our office Meridian , Idaho! WHAT YOU’LL DO: The leader will direct and monitor customer experience for the personal lines department in accordance with goals and objectives of the profit center and established policies and procedures. The leader will recruit, develop, and retain top talent. Identify areas of opportunities and develop strategies for improvement within the department. Supervise, train, and develop the capabilities of the team in a manner that enhances the profit center’s image and customer experience; Regularly evaluate department teammates, in relation to skills, technical knowledge, and engagement. Work directly with leadership team to develop and implement a learning program for new teammates with a focus on profit center processes,...

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 Associate Account Manager to join our growing team in Ho nolulu, HI .     The Associate Account Manager supports and assists the team in providing service for customer accounts and transactions, directly in support of the production and retention of business .     How You Will Contribute:     Proficient with Agency Management System   Understand main coverage lines and products   Manage/support correspondence (unrouted mail, email, and phone correspondence) with internal/external individuals (limited to administrative/non-sales related correspondence until licensed, and at direction of Account Manager or Account Executive)   Issue auto ID cards, certificates of insurance, evidence of...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Our Culture Culture is meaningful to us. It's in the way we interact with one another and with our clients. We believe in being our authentic selves with one another and have cultivated an approach that is "we" not "I". We honor the commitments that we make to our clients and one another. This is our culture. We actively engage in the communities where we live and encourage our teammates to use Volunteer Time Off and to engage with our Spotlight Charities and causes meaningful to teammates. About the Role The Regional Sales Associate is responsible for driving sales and developing relationships within an assigned region. This role involves networking with brokers and clients, presenting tailored solutions, and supporting business development efforts to achieve company goals. The Regional Sales Associate will collaborate closely with...

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 s eeking an Employee Benefits Account Executive to join our growing team in Westchester, NY .     As an Employee Benefits Account Executive, you will be responsible for managing key client relationships and providing strategic consulting services using various skills and knowledge of the insurance market.     How You Will Contribute     Manage and retain an existing book of business as well as new clients   Maintain client relations with regularly scheduled meetings, including claims utilization reviews, compliance updates, pre-renewal planning, and renewal meetings.   Provide customer relations with all levels of client’s decision-makers as well as the day-to-day technical client representatives....

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 a Producer to join our growing team in Columbia, KY !     The Producer will be responsible for developing and managing F&I products and services for our RV dealership. You will work closely with customers, sales teams, and finance institutions to ensure a seamless financing experience while maximizing profitability and customer satisfaction.     How You Will Contribute:     Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.   Explain features, advantages and disadvantages of various products to promote sale of vehicle service plan.   Interview prospective clients to obtain data about their financial resources and needs and to discuss existing...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. As a Benefits Consultant, you will play a pivotal role in guiding clients through the complexities of employee benefits programs. Your primary responsibility will be to assess client needs, design customized benefits packages, and provide ongoing support to ensure compliance and satisfaction. You will collaborate with insurance carriers to negotiate competitive rates and terms while staying informed about industry trends and regulatory changes. By leveraging your expertise, you will help organizations enhance employee satisfaction and retention through effective benefits strategies. How You Will Contribute Provide customer relations with all levels of client’s decision-makers as well as the day-to-day technical client representatives. Ensure proper resources from within the organization are involved with the customer and introduce...