Client Service Associate - Commercial Lines Insurance
Securance Corporation Agency
Job Description
Job Description
Working with the Commercial Lines Account Manager in the management of assigned client accounts. This involves responsibility for every aspect of an account, from daily servicing, billing and invoicing, issuance of certificates and ID cards, assisting with claims, handling new business and renewals, including applications, marketing/rating of policies, preparation of quotes and proposals, ordering/binding coverage with carriers. It is imperative that the Assistant Account Manager has the ability to work in the Agency Management System efficiently and as instructed; as well as to communicate clearly with the clients and producer(s) and take direction when provided.
- ...diversified financial services leader with more than $... ...business and institutional clients. We are a longstanding... ...asset manager and an insurer. Our unwavering focus on... ...Client Service Associate, you will provide dedicated... ...Business Support & Operations Line of Business AAG...SuggestedFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
$65k - $83k
...Description As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for... ...investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management...CommercialWork at office- Independent insurance broker is seeking Commercial Lines Account Manager to service and manage a book of commercial lines accounts. The Commercial Lines Account Manager will respond to client calls about policy and coverage questions and consult with clients on policy changes...CommercialFor contractorsWork at office
$80k
...Job Description Job Description Job Title : Commercial Lines Account Manager | Client Service Manager Salary: $80,000 Location: Houston, TX About the Agency: As an independent insurance agency renowned for exceptional client service, we are searching for...CommercialRemote jobWork at office$80k
...Job Description Job Description Job Title: Commercial Lines Account Manager | Client Service Manager Salary Range: $80,000 Location: Houston,... ...Hybrid About Our Agency: We are an independent insurance agency committed to providing outstanding service to...CommercialWork at office- ...As one of the largest independent insurance agencies in Texas, we are proud to be... ...reflects a commitment to outstanding client service, meaningful philanthropic efforts, employee... ...promising future. Position Summary The Commercial Lines Account Executive is responsible for...CommercialContract workWork experience placementWork from homeFlexible hours
$60k - $90k
...About Us: Benchmark Insurance Group of Texas is a... ...handling, and policy servicing. We focus on transparency... ...The Role: As a Commercial Account Manager, you will... ...commercial accounts, ensuring clients receive excellent... ...for commercial lines (required) A thorough...CommercialWork at office$45k - $65k
...Job Description Job Description Client Services & Operations Associate Boutique Wealth Management Firm | Austin, TX | Hybrid | $45,000 - $65,... ...financial planning strategies integrating investments, insurance, tax planning, and estate planning. Our team is small by...Full timeWork at officeRemote work- ...growing industry Health Insurance Job Description The Personal Lines Producer at Allnations Insurance... ...with personal lines clients and for growing the book... ...years of personal and commercial lines insurance account... ...relationships and servicing existing clients. Possess...CommercialWork experience placementWork from homeFlexible hours
- ...Client Service Associate At PNC, our people are our greatest differentiator and competitive advantage... ...options; employee and spouse/child life insurance; short and long-term disability... ...accommodation request" in the subject line title and be sure to include your name...Full timeTemporary workPart timeWork experience placementWork at office
- ...together to create the next great insurance brokerage. We offer an... ...opportunities for our employees, clients and stakeholders. We... ...client-focused Client Manager, Commercial Lines to join our growing... ...accounts, ensuring exceptional service delivery, and supporting the...CommercialFlexible hours
- Insurance Office of America is seeking a Senior Account Manager for Commercial Lines, with remote work options and presence in Jacksonville, FL or related locations. The role focuses on managing a book of business, client relations, and renewal negotiations, while leading...CommercialRemote jobWork at office
$45k - $55k
...TX is looking for a Personal Lines Account Manager for their busy... ...staff on all Personal Lines Insurance business. Duties will consist... ...appropriate carrier. Customer service will consist of discussing... ...across 27 states. We broker commercial and personal lines insurance...CommercialWork at office- General Description Manage 30 to 50 middle-market Commercial Lines insurance accounts as the day-to‑day client contact. Activities include new and renewal marketing... .... Keep informed about industry information, technology and trends. #J-18808-Ljbffr USI Insurance ServicesCommercialWork at office
- Position: Commercial Insurance Account Manager - Insurance Accurately input policy updates and account information. Communicate with client, producer, and carrier underwriters in regards to policy... ...technical knowledge of commercial lines coverage & rating. Experience...CommercialWork at office
- ...a growing industry The Commercial Lines Produce r is responsible for... ...relationships with clients and maintaining their book of... ...and develop commercial lines insurance opportunities with new and existing... ...client relationships and servicing existing clients. Possess...CommercialWork experience placementWork from homeFlexible hours
- ...grow boldly forward. We connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services - and more. In the last twelve... ...Experience Five (5) or more years Commercial Lines Account Manager experience...CommercialImmediate start
- ...Commercial Lines Account Manager Manage 10 to 20 large and... ...complex Commercial Lines insurance accounts as the day-to-day client contact. May occasionally... ...and over 10,500 associates across approximately 20... ...Workplaces in Financial Services & Insurance list for the...CommercialTemporary workWork at officeLocal areaFlexible hours
$60k - $80k
...Tropolis is a leading national insurance brokerage focused on... ...deliver exceptional customer service. Our mission, Insuring Tomorrow... ...communities. Role Summary The Commercial Lines Account Manager supports a... ...small to mid-market commercial clients and producers across the...CommercialWork at officeImmediate startRemote workFlexible hours- ...Training & development The Commercial Lines Producer at Bill Garcia Insurance Agency is responsible for maintaining... ...with commercial lines clients and growing the book of business... ...developing new client relationships and servicing existing clients. Possess outstanding...CommercialWork experience placement
- ...UBS is seeking a Client Associate in Houston, Texas. In this role, you'll support the team by maintaining client information and preparing... ...meetings. The ideal candidate should have 2-5 years in client service within finance, along with series 7 and 66 licenses. You will...
- ...Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including Client Service, Registered...Immediate start
- ...Ameriprise Financial Services, LLC in Houston, TX, seeks a Registered Client Service Associate to support advisors with client data analysis, financial planning, and transaction processing. You will participate in meetings, prepare forms for submissions, and assist with...
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office$49k - $54k
...Client Service Associate Catch Vibe Voice is a forward-thinking communications and client-engagement firm dedicated to delivering exceptional business solutions. We focus on helping organizations elevate their outreach, strengthen customer relationships, and expand their...Full time- ...POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/... ...limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Detail orientated with superior...Work at officeLocal area
- ...Stifel strives for a culture that puts its clients and associates first: a culture where everyone... ...Under immediate supervision, Client Services Associate (Registered) assists one or... ...care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal...Work at officeImmediate start
$55k - $60k
...collaboration, and building meaningful connections with partners, clients, and communities. Job Description Job Description We are seeking a polished and dependable Client Service Associate to join our team in Houston. In this role, you will be the primary...Full time- ...Client Service Associate - Houston Area A boutique wealth management firm located in Houston is seeking a Client Service Associate to join their team. Candidates must have 5-10 years of experience in wealth management or financial services. This position is 20% administrative...
- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...
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