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SUMMARY Greets vendors, customers, job applicants and other visitors; may operate a switchboard to route incoming calls and place outgoing calls. Provides customer service and clerical support to assist Producers and service team. ESSENTIAL DUTIES AND RESPONSIBILITIES • Greets and directs vendors, customers, job applicants and other visitors; • Answers, screens and routes incoming calls; operates fax machines, scanners, printers and copiers; • Notifies employees when customers and vi ...Read more about Receptionist/Tech AsstMore
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SUMMARY Responsible for providing a wide variety of support services and office functions to include typing, data entry, copying and answering phones. ESSENTIAL DUTIES AND RESPONSIBILITIES Administrative/Operations Support: Assist with updating administrative and operational documents, such as updating Administration desk manuals as well as other records and special projects including PowerPoint presentations, managing annuity correspondence for Financial Planning New Business case manageme ...Read more about Receptionist/Administrative AssistantMore
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Florida, USA ● Illinois, USA ● Minnesota, USA ● Missouri, USA ● North Carolina, USA ● Texas, USA ● Virtual ● Req #2978Tuesday, January 28, 2025SUMMARY 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. This is a remote role ESSENTIAL DUTIES AND RESPONSIBILITIES Fosters and manages overall relationship with clients ensuring retention of small to large market book of business and high satisfaction; Suppo ...Read more about Account Manager Lead - GeneralistMore
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SUMMARY 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 cro ...Read more about Account Executive Lead - P&C Healthcare AccountsMore
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Chicago, IL, USA ● Req #3140Monday, January 27, 2025SUMMARY Responsible for servicing assigned accounts including set-up, bonding, renewals and general questions. ESSENTIAL DUTIES AND RESPONSIBILITIES • Assists with performing reviews on bonding requirements and determines proper coverage and identify possible deficiencies;• Assists with obtaining all pertinent underwriting information including financials needed to maintain principals bond program;• Partners with Account Managers and Brokers in marketing and placement of risks;• ...Read more about Surety Assistant Account Manager - Commercial InsuranceMore
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*This role is a hybrid position* SUMMARY Responsible for providing customer service and clerical support to assist Producers and service team in supporting existing accounts and soliciting new business. ESSENTIAL DUTIES AND RESPONSIBILITIES • Sets-up prospect and customer files; sets-up and process dead files; conducts miscellaneous filing; • Answers telephone and routes calls to others; operates fax machines, scanners, printers and copiers; • Assists service team with assembly of m ...Read more about Technical Assistant - Employee BenefitsMore
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Chicago, IL, USA ● Req #3139Monday, January 27, 2025JOB SUMMARY Responsible for providing customer service and support to assist Producers and service team in supporting existing accounts and soliciting new business. This position may include independent responsibility for the servicing and retention of assigned customers and/or policies. Essential Duties and Responsibilities Discusses strategy with producer or supervisor for surety new placements; Executes a variety of bonds and analyzes bonds to ensure proper execution; Reviews client ac ...Read more about Surety Account Representative- Commercial LinesMore
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JOB SUMMARY Responsible for servicing assigned accounts including set-up, bonding, renewals and general questions. Essential Duties and Responsibilities Performs independent reviews on bonding requirements and determines proper coverage and identify possible deficiencies. Obtains all pertinent underwriting information including financials needed to maintain principals bond program; Facilitates underwriting process & communication between the surety carrier and the client to execute bonds and ...Read more about Surety Account Manager- Commercial LinesMore
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Chicago, IL, USA ● Req #3137Friday, January 24, 2025SUMMARY Primary client servicing advocate for assigned accounts with additional responsibilities to develop new clients and support Unit Manager in executing performance plans to develop team staff to achieve departmental and corporate goals. ESSENTIAL DUTIES AND RESPONSIBILITIES • Manages overall client relationship to maintain high account retention rate;• Services accounts and provides claims assistance as needed;• Responsible for renewal process on existing business;• Evaluates a ...Read more about Surety Account Executive Lead - Commercial InsuranceMore
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New York, NY, USA ● Virtual ● Req #3126Friday, January 24, 2025SUMMARY Responsible for providing customer service and overall service of assigned customers and/or policies within Private Client Services. Supports Producer in soliciting of new business and identifies account rounding opportunities. Provides mentoring to staff to support immediate supervisor. --This position is fully remote. Within commutable distance of 32 Old Slip, New York, NY 10005 preferred. ESSENTIAL DUTIES AND RESPONSIBILITIES • Foster and manage overall relationships with clients e ...Read more about Senior Client Manager - Private Client InsuranceMore
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*Part time position Monday Wednesday and Friday in the Yardley PA office SUMMARY Responsible for supervising activities to ensure effective and efficient operations of the office. Manages clerical and other support staff as required. ESSENTIAL DUTIES AND RESPONSIBILITIES • Organizes office activities and schedules; develops and implements office procedures and systems; ensures smooth office operations; • Provides administrative support for management team as required; • Provides ...Read more about Office Services Assistant - Part TimeMore
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SUMMARY Acts as an agent of Producer assigned accounts, including servicing and/or solicitation activities. Manages book of business and directs work of service team. Expert in all benefit lines and funding mechanisms. ESSENTIAL DUTIES AND RESPONSIBILITIES • Manages all client required services and maintains client relationship with no input from Producers; • Manages large market book of business through direction of employees on service team; • Receives ...Read more about Benefits Consultant - Employee BenefitsMore
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SUMMARY Acts as an agent of Producer assigned accounts, including servicing and/or solicitation activities. Manages book of business and directs work of service team. Expert in all benefit lines and funding mechanisms. ESSENTIAL DUTIES AND RESPONSIBILITIES • Manages all client required services and maintains client relationship with no input from Producers; • Manages large market book of business through direction of employees on service team; • Receives ...Read more about Benefits Consultant - Employee BenefitsMore
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SUMMARY 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 mid market book of business through direction of employees on service team; • Receives and develops new business leads from Produce ...Read more about Account Executive - Employee BenefitsMore
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San Francisco, CA, USA ● Walnut Creek, CA, USA ● Req #2583Thursday, January 23, 2025SUMMARY Responsible for collaborating with the Employee Benefits sales and service team on the development and execution of client-centered strategies. Manages a book of business and directs/contributes to the work of a multi-disciplined service team. ESSENTIAL DUTIES AND RESPONSIBILITIES • Exhibits proven competence in all Account Manager duties and knowledge requirements; • Collaborates with a mentor from the sales and service team to manage an assigned book-of-business; • Comprehe ...Read more about Client Manager - Employee BenefitsMore
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Virtual ● Yardley, PA 19067, USA ● Req #3102Thursday, January 23, 2025SUMMARY Responsible for providing customer service and overall service of assigned customers and/or policies, marketing 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 exposu ...Read more about Marketing Account Manager - Commercial InsuranceMore
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Miami, FL, USA ● Req #3128Thursday, January 23, 2025SUMMARY Responsible for overseeing overall project pipeline, coordinating activities and reporting on success metrics for the Sunshine Life & Health Advisors group. Influences optimization of performance across project platforms to achieve the highest organizational value. Ensures appropriate communication, project support, resources and delivery to meet stakeholder expectations. Full-time, benefits-eligible Onsite at our office in 7757 W Flagler Street, Miami, FL 33144 (Mall de Las Americas) ...Read more about Bilingual Senior Operations Manager - InsuranceMore
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Cumberland Foreside, Cumberland, ME, USA ● Req #3129Thursday, January 23, 2025Credit A/R Specialist II SUMMARY The role of this function is to support the Portfolio Manager as needed in the management of the day-to-day responsibilities of their respective portfolios. ESSENTIAL DUTIES AND RESPONSIBILITIES Conduct and document telephone calls and other written communications to past due customers as necessary. Manage online accounts receivable support for specific buyers. Incoming Accounts Receivables phone support. Respond to supporting documentation requests. Monitor ...Read more about Credit A/R Specialist II (3129)More
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SUMMARY Responsible for the design, development and implementation of Comprehensive Technical Risk Assessment Services and loss control training programs in order to service existing clients and to assist in securing new clients. Functions as part of an overall Account Management Team and provides support on both a regional and/or national basis for practice programs, Subguard Programs and Wrap-Up Programs as necessary. ESSENTIAL DUTIES AND RESPONSIBILITIES • Generates risk engineering a ...Read more about Loss Control ConsultantMore
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Houston, TX, USA ● Req #3113Wednesday, January 22, 2025SUMMARY Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business. This position includes independent responsibility for servicing and retention of assigned customers/policies. ESSENTIAL DUTIES AND RESPONSIBILITIES • Packages and markets applications to various carriers to obtain quotes; • Negotiates prices, commissions, and/or coverages with carriers; • Reviews policies, identifies deficiencies and determines app ...Read more about Assistant Account Manager - Commercial LinesMore
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Irvine, CA, USA ● Riverside-San Bernardino-Ontario, CA, CA, USA ● San Diego, CA, USA ● Req #3110Tuesday, January 21, 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 mid market book of business through direction of employees on service team; • Receives and develops new business leads from Producers or identifies and develo ...Read more about Account Executive - SESMore
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New York, NY, USA ● Req #3073Tuesday, January 21, 2025SUMMARY 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.• Analyzes certificate, endorsement, and audit requests.• Initiates necessary corrections to ensure accuracy of dates, coverage, signatures, commis ...Read more about Account Manager - Mergers & Acquisitions InsuranceMore
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Chicago, IL, USA ● Cincinnati, OH, USA ● Cleveland, OH, USA ● Columbus, OH, USA ● Dayton, OH, USA ● Req #2969Friday, January 17, 2025SUMMARY 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 exposu ...Read more about Account Manager - Employee BenefitsMore
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Cumberland Foreside, Cumberland, ME, USA ● Req #3095Thursday, January 16, 2025Credit Specialist I This is not a remote position. Candidates must reside in the greater Portland, ME areaSUMMARY Primary responsibility for writing new business reports and processing customer credit applications. Provide answers to customer inquiries on new, out-of-date, and in-date credit report files. Follow the guidance and procedures as directed. ESSENTIAL DUTIES AND REPSONSIBILITIES Gathering, updating, and analyzing business data as required by the policy manual. Recommend a credit a ...Read more about Credit Specialist I (3095)More
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Little Rock, AR, USA ● Req #2701Wednesday, January 15, 2025Alliant Insurance is hiring an Annuities Marketing Consultant for our acquisition, ASA Group based in Little Rock, Arkansas. https://theasagroup.com/ SUMMARY Responsible for providing a wide variety of support services to promote the company's product portfolio and develop and support the Marketing Departments to increase company revenue and profit. ESSENTIAL DUTIES AND RESPONSIBILITIES Agent Support Functions: Promote the company’s product portfolio by being proficient within product area ...Read more about Internal Marketing Consultant, AnnuitiesMore