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SUMMARY Acts as the broker on assigned accounts, including servicing and/or solicitation activities. Manages book of business and directs the work of a service team. Responsible for managing and directing and participating in new business opportunities, all aspects of service including Claims, loss control and retention of clients and market facing representative to insurance carriers and vendors. ESSENTIAL DUTIES AND RESPONSIBILITIES • Receives and develops new business leads from Produ ...Read more about Account Executive - Employee BenefitsMore
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Sacramento, CA, USA ● San Francisco, CA, USA ● Walnut Creek, CA, USA ● Req #3430Tuesday, April 15, 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 • Fosters and manages overall relationship with clients ensuring retention of book of business and high satisfaction; • Reviews client team’s RFPs; • Selects markets for solicitation; • Analyzes market proposals for verification of benefi ...Read more about Account Manager Lead - Employee BenefitsMore
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*This position is hybrid* SUMMARY Responsible for providing general administrative support and benefits assistance to the brokerage service team to ensure high quality management of each client's employee benefits insurance program. Performs administrative tasks relating to employee benefits analyses and the performance of clients' employee benefits insurance programs. ESSENTIAL DUTIES AND RESPONSIBILITIES • Retrieves, catalogs, organizes and maintains financial reporting data from ca ...Read more about Benefits AssistantMore
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SUMMARY Responsible for evaluating and enhancing the efficacy of risk management practices, internal controls and governance processes across the organization. This role will manage staff and audits at the same time, with an extensive knowledge of the insurance industry and audit processes. This role will work closely with the Director of Internal Audit to develop and implement a comprehensive risk-based audit plan. ESSENTIAL DUTIES AND RESPONSIBILITIES • Executes the enterprise-wide annua ...Read more about Internal Audit ManagerMore
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Orange County, CA, USA ● San Diego, CA, USA ● Req #3552Friday, April 11, 2025SUMMARY Responsible for providing broad, company-wide analytics and reporting, fulfillment and analysis of data requests, and development of financial models to support business operations. Key responsibilities include management reporting and analysis, financial modeling, forecasting, partnering with the Business Intelligence (BI) team on ad hoc projects, mentoring Financial Analyst(s), and completing special projects for management and corporate objectives. Performs all duties in accordance ...Read more about Financial Analyst IIIMore
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Orange County, CA, USA ● San Diego, CA, USA ● Req #3553Friday, April 11, 2025SUMMARY Responsible for interacting with employees throughout all levels of the organization and provides broad, company-wide analytical support in support of business objectives. Key responsibilities include management reporting and analysis, financial modeling, forecasting, budgeting, mentoring and supervising other FP&A team members, and completing special projects for management. ESSENTIAL DUTIES AND RESPONSIBILITIES • Provides analytical support to various functional units of the bu ...Read more about Manager, Financial Planning & AnalysisMore
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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 Advocate - ConstructionMore
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SUMMARY Responsible for reviewing, underwriting and rating broker submissions for new and renewal business. Ensures content of submissions is complete; obtains additional information from Retail Producers and Account Managers as needed. Markets to carrier to obtain quotes, negotiate pricing, define coverage’s, and determine commissions. ESSENTIAL DUTIES AND RESPONSIBILITIES • Underwrites a book of business both new and renewal in accordance with underwriting guidelines; • Analyzes polici ...Read more about Underwriter - Property Risk EngineerMore
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Georgia, USA ● North Carolina, USA ● Ohio, USA ● Omaha, NE, USA ● South Carolina, USA ● Req #3466Friday, April 11, 2025JOB SUMMARY Responsible for leading the development and management of all processes, tools, and assists with business plans, sales goals, marketing strategies, and day-to-day operations management. Essential Duties and Responsibilities Facilitates approval of co-op agreements and tracking of payments from carriers. Works closely with Producer Programs on marketer communication. Assists with escalated issues from Med Solutions Marketing Teams. Supports Med Solutions Management on day to da ...Read more about Manager, Field Operations- Med SolutionsMore
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Georgia, USA ● North Carolina, USA ● Ohio, USA ● Omaha, NE, USA ● South Carolina, USA ● Req #3465Friday, April 11, 2025SUMMARY Responsible for providing support services to promote the company's product portfolio. ESSENTIAL DUTIES AND RESPONSIBILITIES Promotes the company’s product portfolio with specialization in product(s) assigned. Makes outbound calls to recruit agents to set appointments for Marketing Consultants. Handle 100+ recruiting calls per day and 2 hours of talk time with agents and agencies. Refers agents to Marketing Consultants based on additional informational needs, particularly fo ...Read more about Associate Marketing Consultant, Med SolutionsMore
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Georgia, USA ● North Carolina, USA ● Ohio, USA ● Omaha, NE, USA ● South Carolina, USA ● Req #3451Friday, April 11, 2025SUMMARY Responsible for providing a wide variety of support services to promote the company's product portfolio and develop and support the Marketing Department to increase company revenue and profit; and has a leadership role with less experienced marketers and carrier relations; and participates in setting the strategic direction of the department and represents the company professionally at outside events. ESSENTIAL DUTIES AND RESPONSIBILITIES Agent Support Functions: Promote the company ...Read more about Senior Marketing Consultant, Med SolutionsMore
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Georgia, USA ● North Carolina, USA ● Ohio, USA ● Omaha, NE, USA ● South Carolina, USA ● Req #3449Friday, April 11, 2025JOB SUMMARY Responsible for handling various administrative functions necessary for agents and agencies including the areas of marketing and sales administration, client meetings, new business enrollments and processing, compliance, IT support, and general administrative support for team needs. Essential Duties and Responsibilities Provides support for new and existing relationships Proactive outreaches to existing agents for carrier items, level up qualifies, certification calls, promoti ...Read more about Sales Support Associate II - Med SolutionsMore
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Irvine, CA, USA ● San Diego, CA, USA ● Req #3554Thursday, April 10, 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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Boston, MA, USA ● New York, NY, USA ● Req #3550Thursday, April 10, 2025SUMMARY Responsible for accounting duties including general ledger, financial statements, and fixed assets. Maintains system financial reporting and parameter changes, as well as prepare general ledger account reconciliations. Assists with the preparation of financial statements, month-end closing, and consolidates financial statements. ESSENTIAL DUTIES AND RESPONSIBILITIES • Maintains timely and accurate analysis of general ledgers and subsidiary ledgers. • Assists with the preparatio ...Read more about Divisional Accountant - ReinsuranceMore
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Alliant Insurance is hiring a Health Insurance Agent for our Breitenfeldt group! https://bghealthplans.com/ POSITION HIGHLIGHTS: • Full-time, benefits-eligible • Hybrid schedule at our location in Roseville, MN 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. ESSENTIAL DUTIES AND RESPONSIBILITIES • Promote the company’ ...Read more about Health Insurance Agent (Hybrid)More
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New York, NY, USA ● Req #3498Thursday, April 10, 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 - Financial InstitutionsMore
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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. ESSENTIAL DUTIES AND RESPONSIBILITIES • Promote the company’s product portfolio and provide service assistance to consumers; • Respond to consumer inquiries through calls both inbound and outbound as well as internet inquiries; • Deliver prepared sales scripts to educate, ...Read more about Licensed AgentMore
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Irvine, CA, USA ● Los Angeles, CA, USA ● San Diego, CA, USA ● San Francisco, CA, USA ● Req #3514Wednesday, April 9, 2025*This position is hybrid* SUMMARY Responsible for working with account team in processing renewals, conducting and analyzing marketing, preparing financial summaries and providing general technical support for assigned accounts. ESSENTIAL DUTIES AND RESPONSIBILITIES • Gathers, reviews and validates all information related to assigned clients for renewal analysis and marketing purposes, gaining comprehensive familiarity with client’s current details and history; • Coordinates with accou ...Read more about Benefits Analyst IMore
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*This position is a hybrid role* 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; • ...Read more about Account Manager - Employee BenefitsMore
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*This is a hybrid role* SUMMARY Responsible for providing customer service to assist Account Executive and service team in servicing existing accounts and prospect accounts within Employee Benefits. ESSENTIAL DUTIES AND RESPONSIBILITIES • Exhibits proven competence in all Account Associate I duties and knowledge requirements. • Develops group communication pieces for client open enrollment, including benefit summaries and brochures. • Conducts client open enrollment meetings and ...Read more about Account Associate II - Employee BenefitsMore
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*This is a hybrid role* SUMMARY Responsible for providing customer service and clerical support to assist the service team in supporting existing accounts. ESSENTIAL DUTIES AND RESPONSIBILITIES • Creates prospect and customer files on shared drive; • Assists with preparing group communication pieces in Campaign Builder and other programs; • Coordinates Form 5500 completion process with clients; • Organizes client health vendor programs and wellness fairs; • Updates BenefitP ...Read more about Account Associate I - Employee BenefitsMore
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SUMMARY Responsible for primary leadership and management of service staff. In addition, may perform Account Manager or Account Executive responsibilities as applicable. ESSENTIAL DUTIES AND RESPONSIBILITIES Participates with Producer and operations and/or staff manager in planning unit goals and objectives; Ensures that work assignments delegated to staff are aligned with unit goals and objectives; Manages staff including; motivating/mentoring staff, providing employee training and develop ...Read more about Unit Manager - Commercial CaptiveMore
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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 Manager- Small CommercialMore
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Cumberland Foreside, Cumberland, ME, USA ● Req #3533Tuesday, April 8, 2025*This is not a remote position. Candidates must reside in the greater Portland, Maine area. SUMMARY This is a part-time (25 hours/week) position responsible for supporting the Account Manager as needed in the management of the day-to-day responsibilities of their respective portfolios. This position is typically 9:00 am – 2:00 pm (Monday through Friday). ESSENTIAL DUTIES AND RESPONSIBILITIES Conduct and document telephone calls and other written communications to past due customers as nece ...Read more about Credit A/R Specialist I (3533)More
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SUMMARY Under limited supervision, responsible for the daily processing of various client related service issues and administrative tasks that support the overall client relationship. ESSENTIAL DUTIES AND RESPONSIBILITIES • Investigates and resolves complex client and employee issues that may involve enrollment or billing discrepancies. Communicates results to appropriate stakeholders • Monitors and processes inbound enrollment and employee payroll files. Follows up as necessary with ...Read more about Account Associate Lead - Employee BenefitsMore