673 private client account manager jobs found

Company: Marsh McLennan Agency Description: JOB TITLE: Private Client Account Manager JOB TYPE: FLSA Non-Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: Documentation Update Agency Systems (Sagitta, ImageRight) and conduct data entry with new or revised client information and policy data as directed & and as required by guidelines of minimum standards of Sagitta data entry. Process Daily Reports each day Process Download (Rotates among Account Managers) Work Download each day for assigned Account Executive Process documents necessary to maintain the Client Insurance Program.  These duties include but not limited to: Generate Pre Renewal Survey for all Mid-Market Accounts utilizing Template Letter in Sagitta.  Letters must be mailed by the end of the first full week each month to that month 90 days in the future. Generate Pre Renewal Survey for VIP accounts as directed by Account Executive Issues New Business Policies upon...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. We're excited to continue solidifying that foundation as we are looking for a Private Client Account Manager to join our growing team in West Palm Beach, FL! The Account Manager will handle a client portfolio and work with producers/sales professionals and teammates to service new and existing clients, help maintain positive client relationships, and provide high quality of service to assigned accounts with a focus on the profitability of the business to the agency.  How You Will Contribute Build, expand, and solidify relationships with customers at all levels within the company and lead appropriate resources to address the customer’s needs – including risk identification and resolution of underwriting or policy issues. Process daily mail, faxes, and e-mails, for assigned accounts. Enter all required data into AMS 360...

Are you a “people person”? Are you motivated by helping others? Do you thrive in a busy, ever-changing environment? …Then keep reading, this might be the perfect opportunity for you! WHO IS HUB? 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. HUB International was born in 1998 with the merger of 11 privately held insurance brokerages and has since grown to one of the largest brokers in the world. We are a network of more than 400 integrated brokerages across North America - all carrying the HUB banner. Our structure gives us the technology and expertise of a large firm, but still maintains the local flavor of each of our offices, enabling our teams to preserve their own unique regional culture. HUB Gives! Service is one of our founding values – not an abstract concept but a commitment. And we believe that no one deserves that...

ABOUT HUB INTERNATIONAL: HUB International Limited (“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 13,000 employees in 475+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term...

Company: Description: Private Client Services Account Manager The main goal and function of a Private Client Services (Personal Lines) Account Manager is to assist the production team in the production and service of new and existing accounts.  The responsibilities include all functions of support for the Private Client Services book of business to which they are assigned. Your goals. Your ambitions. Your definition of success. At MMA, we believe nothing should stand in your way of making these a reality. As an MMA colleague, you’ll get personal and professional development opportunities, a driven and entrepreneurial team-oriented environment, and leaders at all levels who are committed to maintaining high levels of colleague engagement. As a part of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in risk, strategy, and people, MMA colleagues are part of a network of resources and expertise that sets our organization apart from 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: Marsh McLennan Agency Account Manager, Personal Lines Insurance 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 9,000 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 Personal Lines Account Manager at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 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 our Account Manager on...

Job Title: Account Manager Department: High Net Worth / Personal Lines - Private Client Division Location: Miami About Acrisure: Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Job Summary: Responsible for the overall management of Private Client Personal Lines accounts including educating clients about insurance needs and policy coverages, marketing coverage and pricing...

Who We Are Woodruff Sawyer has been an industry leader for over 100 years. As a top insurance brokerage, our clients range from small start-ups to some of the most innovative companies in the world. Here, your unique expertise and perspective helps move companies ahead and your career forward. We believe in supporting the whole lives and careers of our employees. That’s why, through excellent benefits and opportunities, and a genuinely inclusive and collaborative environment, we create the space for you and your career to flourish. As an employee-owned company, we build toward the next decade, not just the next quarter. Our independence means you answer to great ideas and client success, not short-term profits, while our ESOP program allows you to build long-term wealth and ownership in the company. At Woodruff Sawyer, you own your future . How We Work We are excited to offer a hybrid workplace that we believe is a win for our people, for our business, and for our...

Who We Are Woodruff Sawyer has been an industry leader for over 100 years. As a top insurance brokerage, our clients range from small start-ups to some of the most innovative companies in the world. Here, your unique expertise and perspective helps move companies ahead and your career forward. We believe in supporting the whole lives and careers of our employees. That’s why, through excellent benefits and opportunities, and a genuinely inclusive and collaborative environment, we create the space for you and your career to flourish. As an employee-owned company, we build toward the next decade, not just the next quarter. Our independence means you answer to great ideas and client success, not short-term profits, while our ESOP program allows you to build long-term wealth and ownership in the company. At Woodruff Sawyer, you own your future . How We Work We are excited to offer a hybrid workplace that we believe is a win for our people, for our business, and for our...

Who We Are Woodruff Sawyer has been an industry leader for over 100 years. As a top insurance brokerage, our clients range from small start-ups to some of the most innovative companies in the world. Here, your unique expertise and perspective helps move companies ahead and your career forward. We believe in supporting the whole lives and careers of our employees. That’s why, through excellent benefits and opportunities, and a genuinely inclusive and collaborative environment, we create the space for you and your career to flourish. As an employee-owned company, we build toward the next decade, not just the next quarter. Our independence means you answer to great ideas and client success, not short-term profits, while our ESOP program allows you to build long-term wealth and ownership in the company. At Woodruff Sawyer, you own your future . How We Work We are excited to offer a hybrid workplace that we believe is a win for our people, for our business, and for our...

The Account Manager manages a book of high net worth insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making.  Provides professional, courteous service to our VIP clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations.  Provides a high level of support to producers and brokers in obtaining, maintaining, and expanding business.  May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.  This role is focused on growth and retention of the private client book of business. To perform this job successfully, the employee must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Senior Personal Lines Account Manager - High Net Worth  to their MSG Consulting  team. This is a fully remote or hybrid role.  Job Summary: Our Agency focus is on High Net Worth (HNW) personal lines Property & Casualty, and we are seeking a highly motivated, well rounded insurance professional to become part of our team.  The Senior Account Manager (SAM) position entails handling all aspects daily service responsibilities as well as client renewals and re-marketing within all lines of P &C personal insurance.  Essential Functions: Day to day service such as facilitating policy change requests, issuance of binders, certificates, ID cards, etc.  Address client questions regarding premiums and billing statements Provide claims counseling and assistance during the claim settlement process Assist client with...

The Cross Family of Agencies welcomes you. We need your talent and expertise. Responsible for the retention, upselling and cross selling of an assigned book of Personal Lines business for accounts over $10k in premium .  Must work independently and proactively with managing all aspects of account management and servicing, handling client questions, requests, and coverage review     **Position is posted as Hybrid but there is the possibility for full remote for the right candidate depending on distance to/from Westport, CT**   Duties of a Personal Lines HNW Account Manager include but are not limited to :   Responsible for quoting on carrier sites, including application preparation, loss analysis, pre-underwriting of the risk for professional, quality new and renewal submissions.    Analyze and compare carrier quotes for proper coverage, terms and conditions in order to present...

AHT Insurance and our partner firms have unified as one brand, The Baldwin Group! The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or...

Northeast Candidates only please The Assistant Account Manager will assist the small business Account Managers in supporting day to day client management transactions. In addition, this role will provide primary support on ad hoc projects and serve as the liaison between external and internal resources to ensure superior service is provided to clients. Your Impact: Building and maintaining constructive and effective relationships with internal and external customers by assisting the Select Specialists and Producers and responding to client/carrier communications as assigned Leveraging commercial P&C insurance knowledge and expertise to actively service existing accounts and develop new business opportunities Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS accordingly Nurturing professional relationships with carriers with consistent...

Northeast Candidates only please The Architects & Engineers Small Business 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 Account Managers. Your Impact: Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations Leveraging insurance knowledge and expertise to actively service existing accounts and develop new business opportunities Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in accordingly Nurturing professional relationships through the facilitation of personal client meetings and consistent client...

This position requires some travel within the New England area. We are looking for an experienced and highly skilled Account Manager to join our dynamic Commercial Team. In this pivotal role, you will serve as a strategic advisor, fostering and nurturing strong, long-term relationships with our clients. Your primary responsibilities will include managing and responding to all coverage-related inquiries, conducting detailed analyses, and leading the charge on renewal efforts to ensure client satisfaction and retention. In addition, you will collaborate closely with Producers to develop and execute innovative marketing strategies aimed at attracting new business opportunities. The ideal candidate will be a proactive problem solver with a proven track record of successfully managing and servicing a diverse book of business. Your ability to anticipate client needs, offer tailored solutions, and contribute to the overall growth of our team will be key to your success in this role....

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...

We are seeking a seasoned Assistant Account Manager to join our Commercial Team. This strategic role will play an integral part in assisting Account Managers with larger account service needs/business opportunities.  The ideal candidate will be a proactive problem solver with demonstrated success in servicing a book of general lines Commercial business (select-sized accounts, middle market accounts) . In this role you will: Build and maintain constructive and effective relationships with internal and external customers by meeting and exceeding expectations Process policy changes from clients Process endorsements from carriers including reviewing for accuracy, invoicing and sending to client Update system as needed Responsible for managing daily account servicing needs: cancellations, binders, premium finance contracts, auto ID cards, certificates, schedule of insurance and client correspondence, retrieving policies, attaching and billing in agency management system...