Client Manager - Group Benefits
Trucordia Insurance Services, LLC
As a Group Benefits Client Manager, you will perform many diverse responsibilities which ultimately help us succeed in providing extraordinary customer service to our individual policy customers. The Group Benefits Client Manager will play a crucial role in the insurance industry, acting as a liaison between the Client and the Carrier. Duties and Responsibilities: Partner with producers to bind and secure renewals and new business. Handle client requests for endorsements to policies, certificates of insurance, and high-level general questions. Regular interaction with clients both on the phone and via email. Handle all servicing aspects of an existing book of business as well as market new business. Advise and assist clients by explaining coverage options / exclusions; making coverage recommendations; requesting policy changes and assisting with the needs of the client. Qualifications 5+ years of experience in insurance account management Abilitytoworkwellunderpressureinateamenvironmentandeffectivelyprioritizingrisksto manageconcurrentworkflow. Possessexcellentinterpersonalskills,includinglistening,verbalandwrittencommunicationskills withtheabilitytocommunicateeffectively. Experience with Microsoft suite products and aptitude for benefits technology State Life and Health License required Additional Information Please see our company Benefits: Life and AD&D insurance
FSA / HSA
Commuter & Child Care FSA Pet Insurance Accident & Critical Illness Hospital Indemnity Employee Assistance Program (EAP) 11 Paid Holidays Flexible PTO 401K Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. #J-18808-Ljbffr Trucordia Insurance Services, LLC- Trucordia is seeking a Group Benefits Client Manager in Boca Raton, Florida. In this role, you will manage client relationships and assist with various insurance servicing tasks, ensuring clients receive exceptional service and support. The successful candidate will have...SuggestedFlexible hours
- ...exceptional experiences and opportunities for our employees, clients and stakeholders. We celebrate both individual... ...our clients and communities. Job Description As a Group Benefits Client Manager, you will perform many diverse responsibilities which ultimately...SuggestedFlexible hours
- ...the primary service contact for the client and is responsible for client satisfaction... ...quality. Major Responsibilities: Manage small to mid-size Group and Multi-life Life and Disability cases... ...for Group Accounts, assisting both Benefit Managers/Teams and individual...Suggested
$16 - $19 per hour
...Join to apply for the Client Service Manager role at Pero Family Farms Food Company LLC 2 months ago... ...quality standards is a plus. Company Benefits/Perks 401(k) Health, Dental, Vision Insurance... ...Manager” roles. Customer Experience Group Lead - Boca Raton Boynton Beach, FL $1...SuggestedFull timeContract workWork at officeLocal area- ...status quo” and transform the finance industry together. As a Client Relationship Manager (CRM), you play an essential and impactful leadership role... ...skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and...SuggestedLocal area
- Stone Hendricks Group in Boca Raton, Florida, is looking for a dedicated... ...primary service contact for clients, ensuring their satisfaction... ...support. The role involves managing small to mid-size Group and... ...in the Group/employee benefits industry, proficiency in Microsoft...
$115k - $142k
Title: Tax Supervisor, Private Client Group Department: Tax, Private Client Group Supervises... ...accounting, consulting and business management services from tax planning and audits to... ...level. Anchin provides comprehensive benefits, which you can view here . Attributes...Full timePrivate practiceWork at officeLocal area$85k - $100k
Compensation: $85-100k salary + 10% performance bonus Benefits: Matching 401(k), Health Insurance Overview The Client Service & Operations Manager is a client-facing, detail-driven, and mission-critical role at Firm Foundation Family Wealth. We are adding this new role...Full timeWork at office- Overview At Gallagher, we’re looking for an Associate Client Service Manager to join our Commercial team. In this role, you’ll lead efforts to... ...to work with teams across Gallagher. Compensation and benefits We offer a competitive and comprehensive compensation package...Full timeLive outWork at officeLocal areaFlexible hoursShift work
- ...that’s the Power in the Plus! Withum’s Tax Services Group is made up of a brilliant team of tax specialists... ...D Tax Credit, as well as International and Private Client services. As a Private Client Services Tax Manager based out of our Boca Raton, FL office , you'll work...Work at officeLocal area
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- ...meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Client Relationship Manager (CRM), you play an essential and impactful leadership role that informs the daily operational success of the local branch...Local area
- ...insurance and financial protection solutions to families and individuals #128313;Educate clients on policies that prevent financial disaster during times of loss #128313;Manage your own book of business through virtual appointments - Use our proven internal...Full time
- ...Responsible for brokering, administering, and managing Owner Controlled Insurance Programs (... .... Provides expert external support to clients while directing internal support... ...committed to ongoing professional development. Benefits Competitive pay and performance-based...For contractors
$90k - $95k
HCM Unlocked in Boca Raton is seeking a Client Relationship Manager to build and maintain strong relationships with clients. This role involves... ...competitive salary of $90,000-$95,000 annually is offered, along with a comprehensive benefits package. #J-18808-Ljbffr HCM UnlockedRemote job- ..., FL, is seeking driven professionals to manage Owner Controlled and Contractor Controlled... ...projects. This role involves managing client relationships, ensuring compliance, and coordinating... ...skills. Competitive pay and a range of benefits are offered. #J-18808-Ljbffr Oswald...For contractors
$140k - $180k
...City based Certified Public Accounting and Consulting firm with a New York and Florida presence is seeking to hire ta Tax Manager, Private Client Group to join their teams. This position can be in Boca Raton, FL or Palm Beach Gardens, FL, or in New York City. The Tax...Local area$140k - $180k
Phaxis, a New York City based CPA and Consulting firm, seeks a Tax Manager for its Private Client Group. This role, based in Boca Raton or New York City, involves providing expert tax advice to high-net-worth individuals, managing client relationships, and overseeing a...$142k
...presence is seeking to hire two (2) Tax Supervisors, Private Client Group to join their teams. One position will be in Boca Raton, FL or... ...investment partnerships. The Tax Supervisors will play a key role in managing client relationships, overseeing tax compliance, and providing...Work at officeLocal area- ...and new guests with a friendly attitude Answer phones, emails, and texts with professionalism and confidence Manage bookings, scheduling, and client communication Keep the front desk, bathrooms and spectator area clean, organized, and presentable Provide 5 star...Part timeFlexible hoursShift workNight shiftWeekend workDay shiftAfternoon shiftWeekday work
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- ...Customer Service Representative. This role is crucial for managing communications between clients and internal teams within the Personal Injury... ...paced environment. The position comes with competitive benefits including paid time off and a retirement plan. #J-1880...
- ...lasting relationships with our clients and collaborate with them to... ...for a full-time Account Manager. This person will get hands on... ...Friendly Professional Some of the Benefits: Weekly pay Learning and... ...environment, apply today! #J-18808-Ljbffr QMG - Quiñonez Management GroupWeekly payFull time
$45k - $75k
Personal Lines Account Manager Job Summary Seeking a dedicated and... ...with experience) Benefits : Comprehensive benefits package... ...exceptional customer service to clients, ensuring their needs are met... ...proactive approach to problem-solving. #J-18808-Ljbffr Jonus GroupWork at office- ...focused on recruiting and retaining top talent at every level. We employ people who strive to deliver value and support to our growing client base. Our Technology Solutions division is headquartered in Deerfield Beach, Florida, with additional offices throughout the...
- A leading management firm in Boca Raton is seeking a full-time Account Manager to engage with... ...a professional yet friendly approach. Benefits include weekly pay and a great team environment... ..., fostering growth and development. #J-18808-Ljbffr QMG - Quiñonez Management GroupWeekly payFull time
$100k
...and monthly bonuses; Our top performers make well over a 6-figure income. To ensure your success, you will have a dedicated sales manager & support team, continued results-driven training, WHAT THE COMPENSATION PACKAGE OFFERS: UNCAPPED EARNING POTENTIAL AGGRESSIVE...Local area- ...hiring an experienced Account Manager. The office hours are full... ...flexible. The company will provide benefits after successful completion... ...100% employer paid medical, group dental & vision as well as... ...Provide service to existing clients as well as establish new business...Full timeWork at officeFlexible hours
$50k - $75k
...and AI-driven workflows to deliver measurable results for our clients. As we scale, we’re building a Client Success team that can operate... .... About the Role We’re not looking for a traditional account manager. We’re looking for a high-ownership Client Success Manager who...Shift work- Mercer Advisors in Boca Raton, Florida is seeking a Relationship Manager I to enhance service excellence across the Wealth Management team. This client-facing role focuses on ensuring seamless service delivery while collaborating closely with Wealth Advisors. The successful...
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