3622 client services manager jobs found

Company: Marsh McLennan Agency Description: JOB TITLE: Client Services Manager JOB TYPE: FLSA Exempt REPORTS TO: VP of Client Services SUMMARY: The Benefits Client Services Manager is a vital part of the management team of Marsh & McLennan Agency-Southwest.  This position is primarily responsible for managing the service team of a dynamic and growing agency. ESSENTIAL DUTIES & RESPONSIBILITIES: Day-to-day management of service team Accomplishes staff results by communicating job expectations; planning, monitoring, and appraising job results; coaching & counseling employees; developing, coordinating, and enforcing systems, policies, procedures, and productivity standards. Maintains staff by recruiting, selecting, orienting, and training employees and developing personal growth opportunities. Helps write and deliver performance reviews and helps handle disciplinary issues with team Conducts monthly service team meetings Plans,...

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 Guide . Individual contributor, responsible for developing and directing claim service strategies and for managing branch underwriting and agency relationships within an assigned territory. Monitors, facilitates and assists in the successful renewal of accounts to drive customer satisfaction within defined service standards. Externally focused on servicing brokers/agent and critical or complex accounts requiring a...

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus provides 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. WHY CHOOSE HUB? Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the...

Company: Description: Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Private Client Services Account Manager at Marsh McLennan Agency (MMA). MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). Applicants must be within driving distance to the Carrollton office to be considered for this role and have the ability to commute to the...

Company: Marsh McLennan Agency Description: Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Private Client Services Account Manager at Marsh McLennan Agency (MMA). MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). Applicants must be within driving distance to the Columbus office to be considered for this role and have the ability...

Company: Marsh McLennan Agency Description: The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties.  Client Managers are responsible for retention of existing business and the development of new business within assigned accounts. This position may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts to oversee the preparation of and providing renewal and new business presentations.  Essential Duties & Responsibilities Act as the initial point of contact for Clients, Carriers and others on the Client Service Team in the following areas: Under the direction of the Client Executive, this position is responsible for reviewing contracts, plan documents, Summary Plan Descriptions and other legal documents for accuracy and ensuring all material is sent to client in a timely manner Assist to ensure client...

Company: Marsh McLennan Agency Description: Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Private Client Services Account Manager at Marsh McLennan Agency (MMA). MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). Applicants must be within driving distance to a regional office to be considered for this role and have the ability to...

Company: Marsh McLennan Agency Description: Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Private Client Services Assistant Account Manager at Marsh McLennan Agency (MMA). MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As a Private Client Services Assistant Account Manager  you will: Responsible for all...

Provides operational and administrative support activities to the 401(k) Client teams and designated clients in the areas of census, plan amendment signatures, 5500 authorizations, contributions, load administration, compliance testing and other facets of 401(k) plan administration. Utilizes workflow system to identify customers who have outstanding tasks necessary to maintain compliance and fulfill Sentry's service agreement. Proactively intervenes to ensure deadlines and special client needs are met, while appropriately escalating tasks to avoid or mitigate compliance issues. Completes timely and accurate analysis of census data, review status, compensation, contributions, and account balances for qualified retirement plan participants. Monitors and resolves errors or discrepancies in data across multiple systems. Prepares annual reviews for safe harbor plans. Completes IRS/DOL forms, facilitates e-filing, monitors filing deadlines, prepares filing extensions, and supports other...

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...

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. HUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. SUMMARY The Senior Account Manager (AM) will...

ABOUT THE JOB The MJ Companies are looking for a dedicated Client Services Coordinator (CSC) to support our Benefits Consulting Client Executive team by providing high-quality internal client service, strategic coordination, and comprehensive administrative support throughout the client lifecycle. In this role, the CSC will play a crucial part in ensuring seamless client experiences, coordinating key tasks such as meeting scheduling, data preparation, and follow-up communications. Acting as a vital link between Client Executives and various internal resources, the CSC will support a range of client-focused activities, from organizing core meetings to managing client playbooks and tracking essential tasks. This position requires a proactive individual with strong organizational skills, attention to detail, and a commitment to delivering excellent service.   ESSENTIAL FUNCTIONS Meeting Coordination and Scheduling   Manage and schedule core client...

ABOUT THE JOB The MJ Companies are looking for a dedicated Client Services Coordinator (CSC) to support our Benefits Consulting Client Executive team by providing high-quality internal client service, strategic coordination, and comprehensive administrative support throughout the client lifecycle. In this role, the CSC will play a crucial part in ensuring seamless client experiences, coordinating key tasks such as meeting scheduling, data preparation, and follow-up communications. Acting as a vital link between Client Executives and various internal resources, the CSC will support a range of client-focused activities, from organizing core meetings to managing client playbooks and tracking essential tasks. This position requires a proactive individual with strong organizational skills, attention to detail, and a commitment to delivering excellent service.   ESSENTIAL FUNCTIONS Meeting Coordination and Scheduling   Manage and schedule core client...

The Opportunity Are you ready to embark on a fulfilling career journey as a Property & Casualty Client Manager? If you’re passionate about providing exceptional client service, building strong client relationships, and have a knack for problem-solving, this is the opportunity for you. In this role, you'll be at the forefront of supporting our sales efforts, ensuring client satisfaction, and navigating the ever-evolving landscape of commercial insurance. This role isn't just about managing accounts—it's about forging lasting connections, providing unparalleled service, and contributing to the success of our clients and our team. You’ll gain valuable experience in insurance while working in a collaborative and supportive environment where your skills and expertise are valued.   How You Will Make an Impact Take the lead on managing assigned books of business, guiding internal resources, and delegating tasks effectively under the direction of experienced...

Objective: The Client Service Manager is responsible for delivering a high level of service to Ascendant Financial Solutions clients and to the Advisors the Client Service Manager supports in the Division. The Client Service Manager is expected to enhance client relationships as well as be an advocate for each client. In all aspects of the position, the Client Service Manager must promote professionalism, have a positive attitude, and take a proactive approach to their role. Managing ahead of the Advisors day-to-day flow and staying on top of each client are of paramount importance. Client Service Manager must be highly conscientious, organized, and accurate in their work. Ascendant Financial Solutions is a member of the Heffernan Group of companies.    Responsibilities Include: Respond to all client requests as soon as possible. Update voicemail greeting message daily. Accurately create, maintain, and update client and prospect accounts and agreements with...

Higginbotham , a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a Commercial Insurance Client Service Manager for our Houston  office. The  Commercial Lines Client Service Manager   is responsible for assisting producers and clients in maintaining insurance coverage for commercial lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations. Essential Tasks: Prepare endorsement requests to send to insurance carriers Follow-up on receipt of endorsements to existing policies Processing endorsements, including invoicing and delivery to client Processing of audits, including verification of rates, exposures, and prior premiums Handling/processing of cancellations and billing issues Communication with staff and clients as needed to gather needed information for changes to policies Knowledge of and adherence to, agency procedures...

Objective: The Client Service Manager is responsible for delivering a high level of service to Heffernan Financial Services Division’s clients and to the Advisors the Client Service Manager supports in the Division. The Client Service Manager is expected to enhance client relationships as well as be an advocate for each client. In all aspects of the position, the Client Service Manager must promote professionalism, have a positive attitude, and take a proactive approach to their role. Managing ahead of the Advisors day-to-day flow and staying on top of each client are of paramount importance. Client Service Manager must be highly conscientious, organized, and accurate in their work.   Responsibilities Include: Respond to all client requests as soon as possible. Update voicemail greeting message daily. Create, maintain, and update client and prospect accounts and agreements with LPL, CRM, and GRP as needed. Create, send, process, and follow up on all client...

Higginbotham , a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a Commercial Insurance Client Service Manager for our Dothan, AL office. The  Commercial Lines Client Service Manager   is responsible for assisting producers and clients in maintaining insurance coverage for commercial lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations. Essential Tasks: Prepare endorsement requests to send to insurance carriers Follow-up on receipt of endorsements to existing policies Processing endorsements, including invoicing and delivery to client Processing of audits, including verification of rates, exposures, and prior premiums Handling/processing of cancellations and billing issues Communication with staff and clients as needed to gather needed information for changes to policies Knowledge of and adherence to, agency...

Higginbotham , a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a Commercial Insurance Client Service Manager for our Brunswick, GA  office. The  Commercial Lines Client Service Manager   is responsible for assisting producers and clients in maintaining insurance coverage for commercial lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations. Essential Tasks: Prepare endorsement requests to send to insurance carriers Follow-up on receipt of endorsements to existing policies Processing endorsements, including invoicing and delivery to client Processing of audits, including verification of rates, exposures, and prior premiums Handling/processing of cancellations and billing issues Communication with staff and clients as needed to gather needed information for changes to policies Knowledge of and adherence to, agency...

Higginbotham , a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a Commercial Insurance Client Service Manager in our Oklahoma City, OK office. Position Summary: The Commercial Lines Client Service Manager is responsible for assisting producers and clients in maintaining insurance coverage for commercial lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations. Supervisory Responsibilities: None Essential Tasks: Prepare endorsement requests to send to insurance carriers Follow-up on receipt of endorsements to existing policies Processing endorsements, including invoicing and delivery to client Processing of audits, including verification of rates, exposures, and prior premiums Handling/processing of cancellations and billing issues Communication with staff and clients as needed to gather needed information for...