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California, USA ● Req #2816Wednesday, November 13, 2024SUMMARY Primary client servicing advocate for assigned accounts with additional responsibilities to develop new clients and support Unit Manager in executing performance development plans of departmental staff. ESSENTIAL DUTIES AND RESPONSIBILITIES• Manages overall client relationship to maintain high account retention rate;• Solicits new accounts to conduct direct selling and cold calling;• Responsible for renewal process on existing business;• Evaluates assigned client coverage por ...Read more about Account Manager Lead - Commercial P&C InsuranceMore
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**This position is a hybrid role in Spokane, WA** SUMMARY Responsible for providing customer service to designated clients and new business, working collaboratively with the team leader and other service team members. ESSENTIAL DUTIES AND RESPONSIBILITIES • Interacts with clients to respond to inquiries concerning service accounts; • Manages transitional insurance company materials such as master application and binder check, termination letters to the terminated insurance companies, ...Read more about Account Associate I - Employee BenefitsMore
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SUMMARY 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 a ...Read more about Senior Financial AnalystMore
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SUMMARY Responsible for providing administrative support to executive and management personnel. ESSENTIAL DUTIES AND RESPONSIBILITIES Manages calendars, requiring interaction with both internal and external management and assistants to coordinate a variety of complex meetings; Processes incoming and outgoing communications (phone, email, ground and express delivery, etc.) on behalf of management; Prepares correspondence, presentations and spreadsheets; edits for punctuation and grammar ...Read more about Administrative AssistantMore
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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 ...Read more about Account Manager Lead- Public Entity P&CMore
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Florida, USA ● Georgia, USA ● Indiana, USA ● Louisiana, USA ● Michigan, USA ● Minnesota, USA ● Mississippi, USA ● New Jersey, USA ● North Carolina, USA ● Ohio, USA ● South Carolina, USA ● Texas, USA ● Wisconsin, USA ● Wyoming, USA ● Req #2833Friday, November 8, 2024SUMMARY Responsible to select, recruit, source, and network to effectively hire the best talent possible. Maintain applicant tracking system information, apply recruitment strategy goals, adhere to affirmative action program and uphold good faith efforts. ESSENTIAL DUTIES AND RESPONSIBILITIES • Reviews job requisitions received from hiring Managers and ensures appropriate approval is received before beginning recruitment activities; • Acts as liaison with HR Coordinators and Mana ...Read more about Insurance Corporate RecruiterMore
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Virtual ● Yardley, PA 19067, USA ● Req #2827Thursday, November 7, 2024SUMMARY 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 • Maintains independent diary system to ensure claim files are up to date, and that required follow-up is taking place; • Investigates and evaluates claims to determine coverage, liability, damages and value; • Communicates with vendors, ...Read more about Sr Claims Adjuster - Commercial PropertyMore
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Orange County, CA, USA ● Riverside-San Bernardino-Ontario, CA, CA, USA ● San Diego, CA, USA ● Req #2803Tuesday, November 5, 2024SUMMARY 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 Manager - Commercial LinesMore
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UMMARY 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, com ...Read more about Account Manager - Commercial LinesMore
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Oceanside, CA, USA ● San Diego, CA, USA ● San Marcos, CA, USA ● Req #1568Monday, November 4, 2024SUMMARY 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 expo ...Read more about Account Manager - Commercial P&C InsuranceMore
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Dallas, TX, USA ● Virtual ● Req #2792Thursday, October 31, 2024SUMMARY Primary client servicing advocate for assigned accounts with additional responsibilities to develop new clients and support Unit Manager in executing performance development plans of departmental staff. ESSENTIAL DUTIES AND RESPONSIBILITIES • Manages overall client relationship to maintain high account retention rate; • Solicits new accounts to conduct direct selling and cold calling; • Responsible for renewal process on existing business; • Evaluates assigned client co ...Read more about Account Executive Lead - P&C HealthcareMore
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SUMMARY Responsible for overseeing, developing and training a team of Benefits Analysts. Creates, implements and updates processes & procedures for the team's responsibilities, including but not limited to the renewal work book, experience reports, and marketing functions. Responsible for overseeing the team's workload and ensuring work is completed before deadlines. Responsible for managing the financial analysis, vetting and implementing strategy for a block of business. Participates in sale ...Read more about Underwriting Consultant LeadMore
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SUMMARY Responsible for supporting 401(k) Producers with sales support and providing customer service and overall service of assigned clients in updating key plan data on an annual basis. Manages all activities surrounding the procurement, placement and implementation of employer-sponsored retirement plans and securities-related products. ESSENTIAL DUTIES AND RESPONSIBILITIES • Maintains ongoing client contact to assist with day-to-day service issues and vendor management; • Works with ...Read more about Account Executive - 401KMore
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SUMMARY Responsible for preparing plan documents, planning year end compliance requirements, providing customer service and overall service of assigned clients in updating key plan data on an annual basis. Also responsible for all activities surrounding the procurement, placement and implementation of defined contribution plans. ESSENTIAL DUTIES AND RESPONSIBILITIES • Strong understanding of IRS & ERISA Regulations; • Prepares defined contribution plan documents; • Prepares and conducts plan ...Read more about Retirement TPA Plan ConsultantMore
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Sacramento, CA, USA ● San Francisco, CA, USA ● Walnut Creek, CA, USA ● Req #2763Tuesday, October 29, 2024SUMMARY 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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SUMMARY Responsible for conducting analysis, pricing and risk assessment to estimate financial outcomes. Applies knowledge of mathematics, probability, statistics, and principles of finance and business to calculations in life, health, social and casualty insurance, annuities, and pensions. ESSENTIAL DUTIES AND RESPONSIBILITIES • Provides business leadership, analytical expertise, and process oversight for significant strategic initiatives; • Prepares and analyzes various reports ...Read more about Lead Actuary - Casualty InsuranceMore
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SUMMARY Responsible for assisting Underwriters in reviewing, underwriting and rating broker submissions for new and renewal business. Ensures content of submissions is complete; obtains additional information from Brokers and Account Managers as needed. Works with Underwriters and markets to obtain quotes, negotiate pricing, define coverages, and determine taxes, fees & commissions. ESSENTIAL DUTIES AND RESPONSIBILITIES • Reviews policies, contracts and/or programs to identify errors a ...Read more about Assistant Underwriter - Commercial P&CMore
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SUMMARY 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 ManagerMore
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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 n ...Read more about Account ManagerMore
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Position Overview: We are seeking an experienced Salesforce Architect to join our dynamic team. The ideal candidate will possess a deep understanding of Salesforce architecture, integrations, and project management. This role requires expertise in Apex, Salesforce Flows, and Mulesoft, with a focus on delivering innovative solutions that enhance our Salesforce ecosystem. Key Responsibilities: Architectural Design: Design and implement scalable, high-performance Salesforce solutions th ...Read more about Salesforce Architect - POPICMore
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SUMMARYResponsible for preparing the company payroll and maintaining the company timekeeping system. Allocate expenses to the general ledger, verify employment, process involuntary deductions, and perform all duties related to the timekeeping system. ESSENTIAL DUTIES AND RESPONSIBILITIES Checks and audits timekeeping records for compliance; Posts changes in tax status, payroll deductions, and miscellaneous changes; Processes requests for manual checks and process terminations; Processes and ...Read more about Payroll Practitioner IMore
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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 • Packages and markets applications to various carriers to obtain quotes; • May negotiate prices, commissions, and/or coverages with carriers; • Reviews policies ...Read more about Account RepresentativeMore
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SUMMARY 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 Surety Assistant Account ManagerMore
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SUMMARY 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 ManagerMore
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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