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SUMMARY 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 covera ...Read more about Account Executive Lead- M&A ServicesMore
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SUMMARY 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 ...Read more about Account Executive Lead - Miami, FLMore
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Uniondale, NY, USA ● Req #2437Friday, August 9, 2024SUMMARY 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 marketing materials, proposals and pr ...Read more about Commercial Lines Technical Assistant - ConstructionMore
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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 Claims Advocate/Director of Regional ClaimsMore
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Irvine, CA, USA ● Los Angeles, CA, USA ● San Diego, CA, USA ● San Francisco, CA, USA ● Req #2291Friday, July 12, 2024SUMMARY 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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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 expo ...Read more about Account Manager Lead - Commercial LinesMore
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Honolulu, HI, USA ● Req #2110Tuesday, June 4, 2024SUMMARY 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 P&C InsuranceMore
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Irvine, CA, USA ● Los Angeles, CA, USA ● Santa Barbara, CA, USA ● Req #1949Wednesday, May 1, 2024SUMMARY Responsible for collaborating with Employee Benefit Account Executives 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 Account Executive to manage an assigned book-of-business; • Comprehends & communicates all ...Read more about Client Manager - Employee BenefitsMore