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Sequent Planning is a registered investment adviser (RIA) committed to supporting its investment advisor representatives with everything they need to design holistic retirement plans that impact clients’ lives. More information is available on the company's website at: www.sequentplanning.com SUMMARY Responsible for managing home office book of business, supporting the national expansion of Sequent Planning, a registered investment adviser; including support for the Investment Adviser Represent ...Read more about Wealth Management AdvisorMore
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New York, NY, USA ● Req #3457Friday, March 28, 2025SUMMARY Acts as an agent of Producer assigned accounts, including servicing and/or solicitation activities. Manages book of business and directs the work of a service team. ESSENTIAL DUTIES AND RESPONSIBILITIES Manages all client required services and maintains client relationship with minimal input from Producers; Manages large book of business through direction of employees on service team; Receives and develops new business leads from Producers or identifies and develops cross-se ...Read more about Account Executive Lead - Mergers & AcquisitionsMore
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SUMMARY Responsible for providing customer service and overall service of assigned customers and/or policies on large market accounts. Supports Producer in soliciting of new business and other Producer-led new business efforts. Provides mentoring to staff to support immediate supervisor. ESSENTIAL DUTIES AND RESPONSIBILITIES • Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction; • Supports Producer in develop ...Read more about Account Manager Lead - Executive RiskMore
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SUMMARY The Sr Client Success Specialist is responsible for providing expert program guidance to clients and tenants. ESSENTIAL DUTIES AND RESPONSIBILITIES Reviews residents' third party insurance policies to determine compliance with client's requirements for opting out of damage waiver program. Connects with clients on penetration decreases. Implements new properties for existing clients. Provides client and resident facing customer service. QUALIFICATIONS EDUCATION / EXPER ...Read more about Senior Client Success Specialist - Property ManagementMore
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Florida, USA ● Georgia, USA ● Texas, USA ● Virtual ● Req #3448Thursday, March 27, 2025SUMMARY Responsible for supporting the delivery of pharmacy reporting projects to our employer prospects and clients. Key responsibilities include gathering and analyzing data to guide an organization's decision-making and process improvements. ESSENTIAL DUTIES AND RESPONSIBILITIES • Conducts financial reporting for clients including managing Rx data requests, underwriting, forecasting, BOB reporting, guarantee reconciliations, renewals and market checks as well as works on financial/ ...Read more about Pharmacy Reporting Analyst IIMore
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SUMMARY Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts. ESSENTIAL DUTIES AND RESPONSIBILITIES • Supports Producer in developing new business opportunities for existing clients and prospects; • Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer; • Analyzes and compares current expos ...Read more about Account ManagerMore
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Kearny Mesa, San Diego, CA, USA ● Req #3468Thursday, March 27, 2025SUMMARY Responsible for providing administrative support to the Divisional Finance management team. Key responsibilities include assisting management with reporting and analysis, tracking revenue, budgeting, and process improvement. ESSENTIAL DUTIES AND RESPONSIBILITIES • Assists in analyzing and interpreting financial results, comparing actual performance to prior periods, budgets, and forecasts; • Tracks and monitors accounts receivable balances and self-insured cash accounts; • S ...Read more about Divisional Assistant Controller - Commercial InsuranceMore
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SUMMARY Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business. Independent responsibility for managing medium and complex claims of assigned clients. ESSENTIAL DUTIES AND RESPONSIBILITIES • Acts as an advocate and claims specialist to provide support to clients, claimants, Producers, and carriers; • Provides initial and on-going advocacy on claims including detailed analysis, interpretation, consultation and negoti ...Read more about Claims AdvocateMore
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San Diego, CA, USA ● San Marcos, CA, USA ● Req #3414Wednesday, March 26, 2025A SUMMARY Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts. ESSENTIAL DUTIES AND RESPONSIBILITIES • Creates marketing submissions and works with various carriers to obtain quotes as required;• May negotiate prices, commissions, and/or coverages with carriers;• Reviews policies for accuracy, identifies deficiencies and may make recommenda ...Read more about Commercial Lines Account ManagerMore
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Alliant Insurance is hiring Insurance Sales Agents at Medigap Life! Founded in 2017, Medigap Life is a highly successful call center serving thousands of customers in all 50 states with affordable Medicare health insurance plans. We have grown tremendously housing offices in Florida, North Carolina, and New York and employing over 130 employees. POSITION HIGHLIGHTS: Our Insurance Sales Agent will be responsible for providing a wide variety of support services to promote the company's produc ...Read more about Insurance Sales AgentMore
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Alliant Insurance/Senior Market Sales is hiring an Insurance Agent for our Insuractive office based out of Idaho Falls, ID! https://www.insuractive.com/ SUMMARY Responsible for providing a wide variety of support services to promote the company's product portfolio via the telephone and internet to support and to increase company revenue and profit. POSITION HIGHLIGHTS: Our Insurance Agent will be responsible for providing a wide variety of support services to promote the company's ...Read more about Licensed AgentMore
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SUMMARY Responsible for providing customer service and overall service of assigned customers and/or policies on large market accounts. Supports Producer in soliciting of new business and other Producer-led new business efforts. Provides mentoring to staff to support immediate supervisor. ESSENTIAL DUTIES AND RESPONSIBILITIES • Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction; • Supports Producer in develop ...Read more about Account Manager LeadMore
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Atlanta, GA, USA ● Houston, TX, USA ● Req #3378Tuesday, March 25, 2025SUMMARY Responsible for providing Producer support from initial case intake through policy issuance of the structured settlement policy. ESSENTIAL DUTIES AND RESPONSIBILITIES • Support Producer to foster and manages overall relationship with clients ensuring retention of large book of business and high satisfaction. • Prepare proposals, settlement documents and report information based on client guidelines. • Review and submit medical records for rated ages. • Maintain and review ...Read more about Account Manager - Employee BenefitsMore
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JOB SUMMARY Responsible for providing day-to-day procedural guidance to current management and office software applications, as well as implementation support for new software applications. Oversees software utilization requirements, and the development, testing, and implementation of new features. Also, responsible for maintaining business systems data integrity. Acts as a mentor, and assists in the training of the less experienced staff. Essential Duties and Responsibilities Under lim ...Read more about Associate Business AnalystMore
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SUMMARY Provides general administrative support to department. ESSENTIAL DUTIES AND RESPONSIBILITIES • Assists with support issues and responds to all problems in a timely, courteous manner; • May conduct miscellaneous filing; • Answers telephone and routes calls to others; operates fax machines, scanners, printers and copiers; • Provides word processing assistance as required; • Complies with agency management system data standards and data integrity (enters and maintains co ...Read more about Summer Insurance Intern - Employee BenefitsMore
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SUMMARY Responsible for the design, development and management of a comprehensive property & casualty claims management practice to service existing clients, account teams and assist in securing new clients. Functions as part of an overall account management team and provides management of claims staff on both a regional and/or national basis. ESSENTIAL DUTIES AND RESPONSIBILITIES • Generates claims advocacy solutions to a wide range of customers on a multi line basis; • Operating on a ...Read more about Director, Regional Claims AdvocacyMore
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54 Jerseyville Ave, Freehold, NJ 07728, USA ● Req #3405Monday, March 24, 2025SUMMARY Responsible for providing a wide variety of support services and office functions to include data entry, copying and answering phones. ESSENTIAL DUTIES AND RESPONSIBILITIES Administrative/Operations Support: Assist with updating administrative and operational documents, such as commission schedules and contracting packets Support will also include any special projects including creating and/or updating PowerPoint presentations and assisting with general office and facilities manage ...Read more about Administrative AssistantMore
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SUMMARY Responsible for assisting with the recording of journal entries and transaction analysis in support of the month-end Close for Alliant Insurance and its subsidiaries. Contributes to process improvement efforts and work proactively with business partners. Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates. ESSENTIAL DUTIES AND RESPONSIBILITIES • Assists in the monthly closing process, includi ...Read more about Accountant IMore
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Virtual ● Req #3425Monday, March 24, 2025SUMMARY Acts as an agent of broker-assigned accounts for Private Client Services, including servicing and/or solicitation activities. Manages a book of business and directs the work of a service team. This position is fully remote. West Coast preferred. ESSENTIAL DUTIES AND RESPONSIBILITIES • Receive and develop new business leads from Producers, or identify and develop cross-sell opportunities; • Responsible for renewal business and soliciting additional lines of coverage; • Eva ...Read more about Commercial Client Executive - Sports & Entertainment (Remote)More
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Boston, MA, USA ● Dallas, TX, USA ● Irvine, CA, USA ● San Diego, CA, USA ● Req #3426Friday, March 21, 2025SUMMARY Responsible for providing analytical support to operating group leadership and the Corporate Finance management team. Key responsibilities include management reporting and analysis, financial modeling, forecasting, budgeting, and process improvement. ESSENTIAL DUTIES AND RESPONSIBILITIES Provides broad analytical support to assigned operating group(s) and acts as a liaison between Finance and other operational departments; Analyzes and interprets financial results, comparing act ...Read more about Senior Financial AnalystMore
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California, USA ● Req #3422Friday, March 21, 2025SUMMARY Advises Alliant corporate departments and business groups on a broad range of legal issues and manages outside counsel when needed. Reviews, drafts, and negotiates a variety of contracts and other forms, in addition to other general corporate and compliance matters. Collaborates with senior department leadership (such as the CLO, Deputy General Counsel, and/or Associate General Counsel) to oversee the progress of legal department initiatives, development of team processes, procedures, ...Read more about Senior Counsel- Vendor Transactions & ProcurementMore
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Middletown, CT 06457, USA ● Req #3403Thursday, March 20, 2025Alliant Insurance is hiring an Associate Marketing Consultant for our Futurity First Insurance Group! https://www.futurityfirst.com/ POSITION HIGHLIGHTS: Full-time, benefits-eligible Monday - Friday 8:30 AM - 5:00 PM Hybrid schedule, in-office at our location: 101 Centerpoint Drive, Middletown, CT 06457 SUMMARY Responsible for providing a wide variety of sales support services to promote the company's product portfolio and develop and support the Sales & Marketing Departments to increas ...Read more about Annuity and Life Sales Support SpecialistMore
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SUMMARY Acts as an agent of broker assigned accounts, including servicing and/or solicitation activities. Manages book of business. ESSENTIAL DUTIES AND RESPONSIBILITIES • Responsible for renewal business and soliciting additional lines of coverage; • Service accounts and provides claims assistance as needed; • Complete applications, obtains quotes, negotiates premiums and commissions, prepares proposals and presentations; • Assist in Mergers & Acquisitions (M&A) insurance due di ...Read more about Account Executive - Employee BenefitsMore
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SUMMARY Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts. ESSENTIAL DUTIES AND RESPONSIBILITIES • Fosters and manages overall relationship with clients ensuring retention of mid market book of business and high satisfaction; • Reviews client team’s RFPs; • Selects markets for solicitation; • Analyzes market proposals for verificatio ...Read more about Account Manager - Employee BenefitsMore
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SUMMARY Responsible for providing customer service and overall service of assigned customers and/or policies on large market accounts. Supports Producer in soliciting of new business and other Producer-led new business efforts. Provides mentoring to staff to support immediate supervisor. ESSENTIAL DUTIES AND RESPONSIBILITIES Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction; Supports Producer in developing new ...Read more about Commercial Energy Insurance - Account Manager LeadMore