215 commercial insurance account manager private client group jobs found

The Account Manager’s main responsibility is to manage daily client service needs for a designated book of business, which may be overseen by a Producer or Account Executive responsible for service, placement, and business development. This role involves extensive use of system tools and frequent client communication via email or phone. The Account Manager must strictly adhere to corporate procedures, including maintaining data integrity within the system of record. As a key part of the client team, the Account Manager also provides guidance to any third-party vendors managing aspects of the account                                                                                         In this role, key responsibilities will include: Client management:  •    At the direction of the Producer or Account Executive (Prod/AE), participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering  •    Manages a renewal book of...

This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 3 days per week at our Midlothian, VA office location. Work as part of the agency service team to provide outstanding Account Management services to agency clients by utilizing knowledge of agency products, programs, and procedures. This position operates with more autonomy than our traditional Account Service Specialist role.  The Account Manager will exercise additional judgement and discretion, often in the absence of the Producer(s). Primary Duties and Responsibilities: Proactively service accounts in a strategic manner; schedule and attend in-person client meetings and account reviews. Provide timely and accurate information in response to client requests, including tail offer letters, locum tenens coverage, certificates of insurance and policy documents are handled in a timely and accurate manner and meet client expectations. Review policies and endorsements for...

The Mid-Market Senior Account Manager is responsible for managing an assigned book of business while developing long-term relationships with clients. This position will also be responsible to respond to the day-to-day client inquiries and any needed client analytics. The Senior Account Manager will interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. The Senior Account Manager performs these essential functions of the position while meeting RSC quality and service standards. The Account Manager has a smaller book of business with less complex clients and assists the Team Leader and Account Executive(s) on their clients. The Senior Account Manager is responsible for revenue growth – client expansion – on their personal book of business. The qualified candidate must have strong knowledge across the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations...

An Account Manager is responsible for building strong relationships with strategic Employer Groups and Partners. An Account Manager needs to be proactive in responding to Employer Group and Partners related to changing regulations, product updates and potential service concerns. Primary Duties & Responsibilities: Oversees the day-to-day PreTax administration for Employers and Partners Answer inbound phone calls from a queue-based system and email inquiries within Service Level Agreements Utilize CRM tool to document and review all client activity Assist clients with billing questions, payments, and invoices Resolve Employer and Partner Escalations. Partnering with internal team as needed Provide necessary Reporting for Employer Groups Proactively identifies potential issues and provides resolution when needed Complete annual renewal process for assigned employer groups Act as liaison between client and IT technical and operational teams Communicate with internal...

Position Title Associate Relationship Manager   Location New York, NY 10022   Job Summary The Associate Relationship Manager is responsible for building and maintaining client relationships ensuring the highest level of customer service and support. This is a business development role providing client support and responsible for business development activities that supports the Private Client Group. Partners with teammates and key product partners to ensure to ensure the highest level of service to clients. Pay Range: $73,626 - $95,714 - $117,801   Job Responsibilities: Responds to client inquiries and requests regarding accounts. Analyzes client issues and researches to respond accordingly; may coordinate with other departments as needed. Acts as liaison to Private Client Services (PCS) group for transaction requests. Assists with the development of client relationships: supports business development efforts for new PCG business. This role includes identifying...

The Select Specialist Commercial Account Manager will serve as a trusted advisor to small business clients, providing consultative guidance and best in class service. The role will require working directly with our specialty practices as well as producers in a high-volume environment. The role will serve as a mentor to Assistant Select Specialists.     Your Impact: Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations Leveraging commercial P&C insurance knowledge and expertise to actively service existing accounts and develop new business opportunities for a high volume, fast-paced book of business, consisting of small, commercial clients Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS accordingly Participating in the retention of renewal business. Interacting...

The Senior Implementation Manager oversees the successful onboarding, deployment, and education of benefit programs for clients. This role requires strong project management and client management skills. Responsibilities include understanding client’s needs, managing implementation processes, deploying communication and education campaigns, assisting with set up of benefit administration platforms, and updating benefit guides/open enrollment materials. The Implementation Manager will champion best practices, identify opportunities for growth within existing accounts, and explore cross-selling opportunities across the full suite of Risk Strategies services. The qualified candidate must have strong knowledge across the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans. Responsibilities in this role will include: Project Management: Champion best practices, drive client expansion, and...

Position Title Associate Relationship Manager   Location Bronx, NY 10474   Job Summary The Associate Relationship Manager is responsible for building and maintaining client relationships ensuring the highest level of customer service and support. This is a business development role providing client support and responsible for business development activities that supports the Private Client Group. Partners with teammates and key product partners to ensure to ensure the highest level of service to clients. Pay Range: $73,626 - $95,714 - $117,801   Job Responsibilities: Responds to client inquiries and requests regarding accounts. Analyzes client issues and researches to respond accordingly; may coordinate with other departments as needed. Acts as liaison to Private Client Services (PCS) group for transaction requests. Assists with the development of client relationships: supports business development efforts for new PCG business. This role includes identifying...

Job Description: IAT has an immediate opening for an Underwriting Support Associate Account Manager (Aviation) located in our Alpharetta, Georgia office location. Associate Account Managers provide overall day-to-day customer service and support to underwriters and will act as a liaison between the organization and agents, working closely with to ensure needs are being met. The ideal candidate will have experience utilizing and applying computer, organizational and professional written and verbal communications skills to accurately assemble policies and meet deadlines. Please note, IAT works on a hybrid schedule, working from the office Monday through Wednesday with the option of working remotely Thursday and Friday. Responsibilities: Enters schedules into proprietary rating systems. Establishes and maintains good working relationships with underwriters and agents. Prepares account service-related documents such as proposals and other client communications and...

This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 3 days per week at either our Boston, MA or Grapevine, TX office locations. Risk Strategies Education/University Health Plans (RSE/UHP) is a benefit brokerage/consulting firm that specializes in the design, brokerage and service of college and university student health insurance plans. We represent numerous highly rated, competitive insurance companies that provide student health insurance plans for colleges and universities. The Assistant Account Manager is responsible for overall account management, providing basic customer service, administering enrollment, performing reconciliations, and working with the insurance company to prevent and solve problems, and manage webpages for each school. In addition, the Assistant Account Manager will assist with RSE/UHP’s marketing and sales initiatives. Primary Duties & Responsibilities: Answer phone inquiries from students,...

This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 3 days per week at our Bala Cynwyd, PA office location. The Account Manager’s main responsibility is to manage daily client service needs for a designated book of business, which may be overseen by a Producer or Account Executive responsible for service, placement, and business development. This role involves extensive use of system tools and frequent client communication via email or phone. The Account Manager must strictly adhere to corporate procedures, including maintaining data integrity within the system of record. As a key part of the client team, the Account Manager also provides guidance to any third-party vendors managing aspects of the account                                                                                         Primary Duties & Responsibilities:  At the direction of the Producer or Account Executive (Prod/AE), participates in renewal strategy...

The primary role of the Assistant Account Manager (AAM) is to complete specific tasks on an assigned book of business at the direction of the Client Service team on the book (Account Manager, Sr AM, Account Executive, Sr AE). They must be process focused with an organized approach to a significant volume of transactional work. For the tasks they perform, the AAM is responsible for data integrity in the service system of record. They will be provided growth by being assigned stretch assignments to have some client interaction.  This role will be aligned to the Entertainment Team, which works specifically with clients in the feature film, commercials/advertising, documentary, television series, and special events. The position requires discretion and the ability to work in a fast paced and high-volume environment. The risks are nuanced, different, challenging, and exciting. In this role you will complete the following tasks as requested by the Account Manager/Sr Account...

- Multi-state commercial auto insurance carrier is seeking a Regional Manager to work within the Loss Control department. The Regional Manager is responsible for conducting Loss Control Surveys for all client accounts within their assigned territory that will include western states. This position requires 75-80 % travel. The majority of travel is scheduled in advance, however there may be occasional travel required on demand or short notice. Key Accountabilities/Deliverables:   Conducts an extensive survey evaluation/audit of all commercial auto product line accounts including passenger transportation, trucking (common carrier, contract carrier, and/or private carrier accounts whose transportation may be incidental to their primary type of business), and car rental operations. (May also cover specialized products such as blasting or other designated specialties). Responds to assigned visit requests within region. Identifies and communicates with corresponding...

If you are a driven professional with an experience in customer service and insurance or surety account management, we want to talk to you!  The Surety Account Manager responsibilities include collaboration with teammates, engaging directly with our current client base in support of a book of business, analyzing clients, reviewing and collecting client information for placement with our surety companies, building sustainable relationships, and providing engaging customer service. The Account Manager represents the company's brand and supports our existing customer base in serving and renewing our commercial bond book within JW Surety In this role you will: Promoting the company's brand. Analyzing client’s needs in order to develop submission, quote and policy documents Maintaining relationships with important clients by understanding their needs and working with support to ensure they’re met Maintain procedures in producing accurate and detailed files through our Agency...

This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 3 days per week at one of our following office locations: Irvine, CA, Burlingame, CA, Santa Rosa, CA, Portland, OR, Dallas, TX. We're seeking a Senior Account Manager to manage the day-to-day client service needs of an assigned book of business, often working alongside a Producer or Account Executive. With strong knowledge of coverage and insurance programs, the Senior Account Manager focuses on client communication, system activity, and ensuring data integrity within internal systems. They play a key role in supporting corporate processes and initiatives, while also overseeing third-party vendors involved with the account. Your Impact: Client Management:  Participating in renewal strategy and managing a book of renewal business. Provide support in drafting exposure gathering information, loss exhibits, submissions, and proposals. Obtain loss run or policy...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description Allstate Investments manages approximately $66 billion of assets. Our goal is to provide sustainable, competitive, risk-adjusted investment returns and investment related services for the benefit of The Allstate Corporation. We attribute our successful track record in large part to the quality of our people. The size of the investment group exceeds 300 individuals across a variety of investment disciplines including fixed income, equities, private assets, commercial real estate, and derivative asset classes, as well as finance and...

This role serves as the primary client facing contact point for assigned accounts and represents a source of subject matter expertise, guidance, and accountability for providing an outstanding client and customer experience.  The Client Account Manager-II will be the account service expert for the plan, processes, and services being provided to their assigned accounts. This individual will have the responsibility to work closely with all AHP departments, carriers, and other benefit providers to ensure the organization provides prompt quality services to assigned schools, in a proactive manner whenever possible. The Client Account Manager-II is responsible for driving continuous quality and performance improvements through monitoring, extensive data analytics, process analysis, and delivery of performance and quality improvements to ensure timely, efficient, and effective high-quality services are sustained and that target service and productivity goals are achieved. The...

Position Title Associate Relationship Manager Location Hauppauge, NY 11788 Job Summary The Associate Relationship Manager is responsible for building and maintaining client relationships ensuring the highest level of customer service and support. This is a business development role providing client support and responsible for business development activities that supports the Private Client Group. Partners with teammates and key product partners to ensure to ensure the highest level of service to clients. Pay Range: $73,626 - $95,714 - $117,801 Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: Responds to client inquiries and requests regarding accounts. Analyzes client issues and researches to respond accordingly; may coordinate with other departments as needed. Acts as liaison to Private Client Services (PCS) group for transaction requests. Assists with the development of client relationships: supports business development efforts for new...

The Assistant Account Manager supports the account management team in managing client accounts and ensuring exceptional service delivery. This role involves assisting in client communications, coordinating project timelines, and gathering data to help develop account strategies. The Assistant Account Manager plays a crucial role in maintaining client satisfaction and contributing to the overall success of the account management function. Key Responsibilities: Assist in managing client accounts and maintaining strong relationships. Support the Account Manager in developing and implementing account strategies. Coordinate communication between clients and internal teams to ensure timely project execution. Gather and analyze data related to client accounts, providing insights for account planning. Help prepare reports, presentations, and materials for client meetings. Qualifications: Bachelor’s degree in Business, Marketing, or a related field (preferred)....

The Mid-Market Account Manager is responsible for managing client relationships and ensuring customer satisfaction. This role involves developing account strategies, identifying client needs, and collaborating with internal teams to deliver effective solutions. The Account Manager acts as a liaison between clients and the company, ensuring the successful execution of services and driving client retention. This role is hybrid and will require 1-3 days in our Boston office. Your Impact: Build and maintain strong relationships with clients, understanding their business objectives. Develop and implement account plans to meet client needs and achieve revenue targets. Identify opportunities for upselling and cross-selling products and services. Collaborate with internal teams to ensure timely delivery of services and resolve client issues. Monitor account performance and provide regular updates and reports to clients. Successful Candidates Will Have:...