Client Manager - Group Benefits
Trucordia
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- Job Description 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...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
- 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
$103.1k - $188.9k
...side by side with a range of clients from our most venerable institutions... ...Markets, Wealth and Asset Management, Insurance, Real Estate,... ...ever increasing and exciting group of companies from start-up companies... ...compensation and benefits package where you’ll be rewarded...SuggestedPrivate practiceSummer holidayLocal areaFlexible hours- ...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
$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...Full timeContract workWork at officeLocal area- ...Description Job Description: Title: Account Manager – Employee Benefits Work Mode: Remote/ Eastern and Central Times Zones Only... ...activities under Producer direction. Responsibilities include client service and communication, team leadership, directing...Remote work
$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$115k - $142k
...Description Title: Tax Supervisor, Private Client Group Department: Tax, Private Client... ...accounting, consulting and business management services from tax planning and audits to... ...level. Anchin provides comprehensive benefits, which you can view here ....Full timePrivate practiceWork at officeLocal area- ...Job Description Job Description Benefits: Employee discounts Flexible schedule Opportunity for advancement... ...emails, and texts with professionalism and confidence Manage bookings, scheduling, and client communication Keep the front desk, bathrooms and...Part timeFlexible hoursShift workNight shiftWeekend workDay shiftAfternoon shiftWeekday work
$62.3k - $103.7k
...for each individual legal use case. About the Role: As a Client Manager , you’ll be responsible for achieving annual sales targets by... ...career. We are delighted to offer country specific benefits. Click here ( to access benefits specific to your location....Local areaImmediate startWork from homeWorldwideFlexible hours$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- ...Client Executive Opportunity At Gallagher At Gallagher, we're looking for a client... ...clients. Provide day-to-day account management and support. Identify opportunities to... ...service every day. Compensation and benefits: We offer a competitive and comprehensive...Live outWork at officeLocal areaFlexible hours
$18 - $20 per hour
...organized, and energetic Receptionist / Client Services Coordinator to serve as the first... ...& Client Experience: Greet visitors and manage incoming inquiries with a polished, professional... ...total discretion. Compensation & Benefits Salary: $18-$20/hour (based on...- 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
- ...Accelerate your career with Ed Morse Automotive Group! With 80+ years of industry experience,... ...and analysis and establishes data management to improve the marketing efforts.... ...K with company match Competitive Health Benefits including: Medical Dental Vision Supplemental...Weekly payFull timeTemporary workWork at office
- ...Your career starts with you. 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
$65k - $70k
...Curio Collection by Hilton property, managed by Schulte Hospitality Group is seeking a dynamic, service-... ...meetings when it is agreeable with the client Attends property specific receptions... ...within the company and a robust benefit package including, but not limited to...Daily paidFull timeWork at officeLocal areaImmediate startFlexible hoursAfternoon shift- ...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
- ...The Customer Success Manager (CSM) is responsible for ensuring customers receive ongoing... ...primary relationship manager for assigned clients, helping align IT services with business... ...additional services or improvements can benefit the client. Work alongside Account Managers...Contract work
- ...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
- ...Reynolds, is looking for a Account Manager to join our growing team. As... ..., campaigns and news to clients, maintain accurate and up to... ...account managers\u2019 OEM or Auto Groups and inside sales reps account... ...in the last five years \n Benefits We strive to offer an...Full timeRemote work
- ..., 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
- ...Description B. F. Saul Company Hospitality Group is a subsidiary of the largest private... ...you! Join the amazing team and enjoy the benefits of a career in the hospitality industry! The position as the Front Office Manager is responsible for ensuring outstanding...Weekly payTemporary workLocal area
$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...- ...oriented Marketing & Communications Project Manager to serve as the operational backbone of... ...closely with creative staff, internal clients, and leadership, this role translates... ...community impact. You’ll enjoy: Comprehensive benefits including medical, dental, and vision 4...Work at office
$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- ...currently seeking an experienced Account Manager- Service/Repair in Ft. Lauderdale, FL. Essential... ...in BOMA and other associated groups. Develops capital plans for customers to... ...and/or blueprint/drawings. (preferred) Benefits Provided they meet all eligibility requirements...Full timeContract workTemporary workLocal areaFlexible hours
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