1212 private client services client manager jobs found

Company: Description: Account Manager - Private Client Services 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. 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 make your mark as an Account Manager here 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 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 an Account Manager within Private Client Services (PCS), you will be responsible for developing and...

Company: Marsh McLennan Agency Description: Client Manager – Private Client Services 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. The industry’s brightest talent drives our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client 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 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. The Private Client Manager will work with Producers and other Private Client Service...

Company: Marsh McLennan Agency Description: Marsh McLennan Agency Account Manager, Private Client Services (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. 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 make your mark as an 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...

Company: Marsh McLennan Agency Description: Client Manager – Private Client Services 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. 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 make your mark as a Client 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 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 Client Manager on our Private Client Services team, you will play a key role in managing...

Company: Description: Account Manager- Private Client Services HNW Yacht Practice Our not-so-secret sauce Established as one of the premier insurance agencies in the USA, Marsh & Mclennan Agency (MMA) is meeting the needs of mid-sized businesses across the country. MMA’s services are targeted to customers who seek professional advice on program structure, market knowledge, experience and expertise in their industry, along with local resources and service professionals. MMA provides global risk management, risk consulting, insurance brokerage, alternative risk financing, and program management services for businesses, public entities, associations, professional services organizations, and private clients. We offer specialized products and services covering a wide spectrum of risks. Marsh & McLennan Agency- Florida is seeking candidates for the following position based in our Palm Beach Gardens office: The Account Manager is responsible for providing...

Company: Marsh McLennan Agency Description: Marsh McLennan Agency Account Manager, Private Client (Personal Lines) 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. 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 make your mark as an 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 the Personal...

Company: Marsh McLennan Agency Description: About Marsh McLennan Agency Midwest   Marsh McLennan Agency’s Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently recognized as a top workplace, attracting and retaining its insurance talent by rewarding expertise and investing in career development. Colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment. A day in the life. As our Account Manager, Private Client Services on our Private Client team, your role is to work with the team to create and manage personalized service plans, build strong relationships, and find new client opportunities. You'll handle client communications, review coverage options, and ensure everything runs smoothly. You will also coordinate with internal teams to ensure client...

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 a Private Client Services Sr. Client 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 an Private Client Services Sr. Client Manager you will: Handles account management responsibilities including...

Description Brief Description: Provides first line sales and service support for Private Banking Clients. Partners with one or more Private Bank Relationship Managers to support the sales process and deliver exceptional service model to high net worth clients. Detailed Description Private Banking Service Specialist II is responsible for the day to day activities and interaction between the client and Huntington in terms of establishment, documentation, maintenance and servicing of the relationship, including but not limited to: personal and business deposit accounts, consumer lending and mortgages. Works directly with the client and/or relationship manager to obtain related applicant and financial information or other documentation (i.e. trust documents, insurance policies, business documents, etc.) needed for new accounts or loans and servicing requests. May advise clients on the best account options...

Description The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate.   Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: to drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty’s promises.   LMI offers the best of both worlds — the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do...

The primary role of the Associate Account Manager is to complete specific tasks on an assigned book of business at the direction of the Client Service team on the book. 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 involving some client interaction. The AAM will work directly with the Client Service team, taking direction primarily from the Senior Account Manager or Account Manager. **This role will be remote until an office location (Athens area) is established, then the position will be a hybrid schedule of up to three days per week** Your Impact : Issuance of renewal of mid-term Certificates or Auto ID cards Policy, Endorsement and Audit checking and processing Generate requests for invoices on policies, endorsements, or audits and ordering loss...

We are looking to add an experienced professional to our growing team in  Nashville, TN with a strong background in A&E / Professional Liability driven  risks.  If you have a deep understanding of these unique coverages and  passionate about delivering tailored solutions to clients, we want to connect. 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 Produceror 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 third-party vendors managing aspects of the account. Your Impact:  Client management, Client Service, Client...

We are seeking a motivated and detail-oriented Associate Account Manager to join our dynamic team. In this role, you will provide dedicated support to two Account Executives across a diverse portfolio that includes real estate, homeowners’ associations, and general business accounts. The primary role of the Associate Account Manager (AAM) is to complete specific tasks on an assigned book of business at the direction of the Client Service Team. The AAM 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. This position offers strong career development opportunities. You’ll have access to stretch assignments—challenging projects beyond your core responsibilities—that are designed to accelerate your learning, expand your skill set, and prepare you for future advancement within the organization. We’re committed to fostering growth and...

The primary role of the Account Manager is to handle the day-to-day Client Service requirements on an assigned book of business. This book of business could have a Producer or Account Executive who has overall responsibility for Service, Placement and Business Development. The Account Manager’s focus includes a significant amount of time spent on system activity and communication with the client via email or phone. They have great accountability to adhere to corporate initiatives, process, and procedures, including system of record data integrity. The AM is a key member of the client team and provides direction to any 3rd party vendors who have responsibility for the account. Your Impact: Client Management, Client Service, Client Accounting, Carrier & Wholesaler Relationship and Corporate Citizenship: At the direction of the Producer or Account Executive, participate in renewal strategy including discussion of the markets to approach, claims reviews and exposure...

If you're passionate about being part of a diverse organization that enables a Fortune 100 company to deliver innovative business solutions with excellence, then Nationwide's Legal team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. The ideal candidate will have relevant law firm or in-house legal experience for an institutional investor. The position will provide legal advice and support in the review, negotiation, and documentation of private credit, private equity, debt and equity fund, private placement, and other asset backed finance transactions, including related co-investments, amendments, modifications, and workouts. This is a hybrid work schedule located in Columbus, OH. #LI-CP1 Job Description Summary Would you thrive in an environment where you can deliver top-quality legal...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Treasury Management Relationship Manager provides Treasury Management sales support to Commercial, Retail, Private Banking and all other areas of the Bank.  In addition, the incumbent will manage commercial, municipal, and Not-For-Profit banking relationships with non-credit needs. The work experience would dictate the complexity of...

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. Your Impact: 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 business, including creation of submissions, supporting the placement process, including Proposals and Binding. Provide support in...

We are seeking an experienced Commercial Lines Select Account Manager to join our Commercial Team. In this role, you will act as a trusted advisor to small business clients, delivering consultative guidance and best in class service. You will collaborate closely with our specialty practices and producers in a high-volume environment to ensure seamless account management and exceptional client support. This position also includes serving as a mentor to Assistant Select Specialists and supporting their growth and success. This is a hybrid role and will require 1–3 days per week in our Boston, MA; Worcester, MA; Guilford, CT; or Glastonbury, CT office. 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...

If you're passionate about being part of a diverse organization that enables a Fortune 100 company to deliver innovative business solutions with excellence, then Nationwide's Legal team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. The preferred candidate will have a concentration in Workers Compensation. This position will manage a team of attorneys and paralegals. This position will be a hybrid work environment with the possibility of fully remote depending upon location. #LI-CP1 Job Description Summary Would you thrive in an environment where you can deliver top-quality legal services to support the mission of a Fortune 100 insurance company to protect people, businesses and futures with extraordinary care? If you possess the academic credentials, strong analytical skills and legal...

If you're passionate about being part of a diverse organization that enables a Fortune 100 company to deliver innovative business solutions with excellence, then Nationwide's Legal team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Defense civil litigation in CO counties for both state and federal courts. Additional consideration for candidate with subrogation and/or construction defect experience. Insurance defense experience including both personal lines and commercial lines cases. Proven trial advocacy skills are required, as well as the ability to proactively and independently manage individual caseload working on a team with a paralegal. The qualified candidate for this position will handle all aspects of the case, including pleadings, written discovery, depositions, legal research,...