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 Set up prospect and customer files; set up and process dead files; conduct miscellaneous filing; Answers telephone and routes calls to others; operates fax machines, scanners

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 cl

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 defined contribution plans. ESSENTIAL DUTIES AND RESPONSIBILITIES Maintains ongoing client contact to assist w

Responsible for providing customer service and assisting Producers and the service team in the support of existing accounts and the solicitation of new business. This position may include independent responsibility for the servicing and retention of assigned customers and/or policies. ESSENTIAL DUTIES AND RESPONSIBILITIES Supports Producer in developing new business oppor

Manages and oversees all aspects of a project to ensure it is completed on time and within budget. Has overall responsibility for managing scope, cost, schedule, cross functional teams, and deliverables. ESSENTIAL DUTIES AND RESPONSIBILITIES Leads the coordination and completion of multiple small to large projects; Partners with internal resources to ensure project relate

Participates in and completes a client management training program designed to prepare trainees for advancement to the position of Client Manager. Learns and participates in mock presentations, public speaking opportunities and work with Subject Matter Experts (SME). Upon graduation, trainee will demonstrate proficiency in performing client management duties under supervi

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 ob

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 cl

Responsible for providing customer service and supporting the insured and broker with commercial property claims. ESSENTIAL DUTIES AND RESPONSIBILITIES Communicates with vendors, producers, policy holders, clients and insurance companies to communicate claim status; Provides initial and on going advocacy on losses including reserve, coverage analysis, and communication; R

Maintain existing adviser relationships through the processing of requests, resolving inquiries escalating as appropriate, and ensuring information and documentation are up to date. Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings. Assist adviser with new client accounts, which includes the

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 cl

Maintain existing adviser relationships through the processing of requests, resolving inquiries escalating as appropriate, and ensuring information and documentation are up to date. Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings. Assist adviser with new client accounts, which includes the

Acts as an agent of Producer assigned accounts, including servicing and/or solicitation activities. Manages book of business and directs the work of a service team. ESSENTIAL DUTIES AND RESPONSIBILITIES Manages all client required services and maintains client relationship with minimal input from Producers; Manages mid market book of business through direction of employee

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 cl

Responsible for meeting individual sales goals and new business targets and providing comprehensive service and/or solicitation activities on accounts. ESSENTIAL DUTIES AND RESPONSIBILITIES Identifies new leads and gathers the necessary information for submissions; Gathers necessary information; develops, delivers and sells new business and renewal proposals; Performs per