Current jobs related to Assistant Client Manager - Scottsdale AZ - Alera Group

  • Assistant Client Manager

    2 months ago

    Scottsdale, Arizona, United States Marsh Full time

    Position OverviewThe Assistant Client Manager assists in supporting the day-to-day service to our clients or carriers at the direction of the Client Executives, Client Managers and/or Benefits Manager.Principal Duties and Responsibilities Assist in researching and resolving service issues Assist in preparing bid specifications for Requests for Proposal...

  • Assistant Client Manager

    2 weeks ago

    Scottsdale, United States Alera Group, Inc. Full time

    As a P&C Assistant Client Manager your primary responsibility is to serve as the day-to-day service assistant on a book of business under the direction of the assigned Commercial Lines Account Manager and other team members as to maintain a prominent level of client and internal team satisfaction. Which will result in high retention rates and growth of the...

  • Client Relationship Manager

    1 week ago

    Scottsdale, AZ, United States Thrive Skilled Pediatric Care LLC Full time

    Calling all social entrepreneurs, Client Relationship Managers, and Account Managers! Come work with a purpose! Are you a people person who is results-oriented? Do you pride yourself on being creative and able to solve complex problems and juggle competing priorities? Have you been told you have grit and determination? Would you like to use these skills...

  • Client Relationship Manager

    1 week ago

    Scottsdale, AZ, United States Thrive Skilled Pediatric Care LLC Full time

    Calling all social entrepreneurs, Client Relationship Managers, and Account Managers! Come work with a purpose! Are you a people person who is results-oriented? Do you pride yourself on being creative and able to solve complex problems and juggle competing priorities? Have you been told you have grit and determination? Would you like to use these skills...

  • Assistant Client Manager

    4 weeks ago

    Scottsdale, United States Alera Group, Inc. Full time

    Overview: As a P&C Assistant Client Manageryour primary responsibility is to serve as the day-to-day service assistant on a book of business under the direction of the assigned Commercial Lines Account Manager and other team members as to maintain a prominent level of client and internal team satisfaction. Which will result in high retention rates and...

  • Assistant Client Manager

    4 weeks ago

    Scottsdale, United States Alera Group, Inc. Full time

    Overview: As a P&C Assistant Client Manageryour primary responsibility is to serve as the day-to-day service assistant on a book of business under the direction of the assigned Commercial Lines Account Manager and other team members as to maintain a prominent level of client and internal team satisfaction. Which will result in high retention rates and...

  • Assistant Client Manager

    4 days ago

    Scottsdale, United States Alera Group, Inc. Full time

    Overview: As a P&C Assistant Client Manageryour primary responsibility is to serve as the day-to-day service assistant on a book of business under the direction of the assigned Commercial Lines Account Manager and other team members as to maintain a prominent level of client and internal team satisfaction. Which will result in high retention rates and...

  • Assistant Client Manager

    5 days ago

    Scottsdale, Arizona, United States Alera Group, Inc. Full time

    Job SummaryWe are seeking a highly skilled and experienced Assistant Client Manager to join our Commercial Lines team at Alera Group, Inc. As a key member of our team, you will be responsible for providing exceptional client service, managing client relationships, and driving business growth.Key ResponsibilitiesClient Service and Relationship Management:...

  • Assistant Client Manager

    4 days ago

    SCOTTSDALE, United States Alera Group Full time

      As a P&C Assistant Client Manager your primary responsibility is to serve as the day-to-day service assistant on a book of business under the direction of the assigned Commercial Lines Account Manager and other team members as to maintain a prominent level of client and internal team satisfaction. Which will result in high retention rates and growth of...

  • Assistant Client Manager

    2 months ago

    SCOTTSDALE, United States Alera Group Full time

      As a P&C Assistant Client Manager your primary responsibility is to serve as the day-to-day service assistant on a book of business under the direction of the assigned Commercial Lines Account Manager and other team members as to maintain a prominent level of client and internal team satisfaction. Which will result in high retention rates and growth of...

  • Assistant Client Manager

    3 weeks ago

    SCOTTSDALE, United States Alera Group Full time

      As a P&C Assistant Client Manager your primary responsibility is to serve as the day-to-day service assistant on a book of business under the direction of the assigned Commercial Lines Account Manager and other team members as to maintain a prominent level of client and internal team satisfaction. Which will result in high retention rates and growth of...

  • Assistant Client Manager

    4 weeks ago

    SCOTTSDALE, United States Alera Group Full time

      As a P&C Assistant Client Manager your primary responsibility is to serve as the day-to-day service assistant on a book of business under the direction of the assigned Commercial Lines Account Manager and other team members as to maintain a prominent level of client and internal team satisfaction. Which will result in high retention rates and growth of...

  • Client Account Manager

    4 days ago

    Scottsdale, Arizona, United States The Quantum Group, USA, LLC Full time

    The Quantum Group, USA, LLC is a dynamic and fast-growing financial services company seeking a skilled Client Services professional to join our Operations team.This is a non-sales account management role that involves reviewing new business applications for various financial products, providing exceptional service to clients, and managing their accounts...

  • Client Relationship Manager

    4 days ago

    Scottsdale, Arizona, United States Innovative Promotions Full time

    Job OverviewAt Innovative Promotions, we are committed to protecting what our clients value most, whether it's the everyday or the exceptional. We aim to connect the realms of physical and telecommunications services, providing inventive solutions for all. As a Client Relationship Manager, you will have the chance to express your creativity in a setting that...

  • Healthcare Operations Manager

    4 days ago

    Scottsdale, Arizona, United States HealthEcareers - Client Full time

    Job DescriptionJob Title: Healthcare Operations ManagerJob Summary:We are seeking a highly skilled and experienced Healthcare Operations Manager to join our team at HealthEcareers - Client. As a key member of our leadership team, you will be responsible for managing the day-to-day operations of our outpatient clinic or health center, ensuring high-quality...

  • Client Relationship Manager

    21 hours ago

    Scottsdale, Arizona, United States Marsh & McLennan Companies Full time

    Job SummaryAs a Client Manager at Marsh & McLennan Companies, you will be responsible for proactively managing client service, renewal activities, and administration of products for the clients assigned to you.Key Responsibilities:Manage client relationships to ensure high levels of satisfaction and retention.Develop and implement strategies to drive client...

  • Client Service Manager

    23 hours ago

    Scottsdale, Arizona, United States Marsh & McLennan Companies Full time

    Job SummaryAs a Client Manager at Marsh & McLennan Companies, you will be responsible for proactively managing client service, renewal activities, and administration of products for the clients assigned to you.Key ResponsibilitiesManage client relationships to ensure high levels of satisfaction and retention.Develop and implement strategies to drive client...

  • Client Relationship Manager

    1 week ago

    Scottsdale, Arizona, United States Marsh & McLennan Companies Full time

    Company:Marsh & McLennan CompaniesPosition Overview:The Client Manager role is pivotal in overseeing the comprehensive workflow for the designated portfolios of business.Key Responsibilities:- Serve as the primary liaison for clients, addressing inquiries, offering insights on suitable coverage modifications, and clarifying contractual obligations.- Educate...

  • Client Relationship Manager

    1 week ago

    Scottsdale, Arizona, United States Marsh & McLennan Companies Full time

    Company:Marsh & McLennan CompaniesPosition Overview:The Client Relationship Manager is tasked with the proactive oversight of the workflow associated with the assigned portfolios.Key Responsibilities:- Serve as the primary liaison for clients, addressing inquiries, providing insights on coverage modifications and contractual obligations, and educating...

  • Client Relationship Manager

    1 week ago

    Scottsdale, Arizona, United States Marsh & McLennan Companies Full time

    Company:Marsh & McLennan CompaniesPosition Overview:The Client Manager role is essential for effectively overseeing the workflow associated with the assigned portfolios.Key Responsibilities:- Serve as the primary liaison for clients, addressing inquiries, offering advice on coverage modifications, and clarifying contractual obligations.- Educate clients...

Assistant Client Manager

1 month ago

Scottsdale AZ, United States Alera Group Full time

As a P&C Assistant Client Manager your primary responsibility is to serve as the day-to-day service assistant on a book of business under the direction of the assigned Commercial Lines Account Manager and other team members as to maintain a prominent level of client and internal team satisfaction. Which will result in high retention rates and growth of the assigned book of business. This position must demonstrate good judgment and be able to address all types of customer service issues with decisiveness. In this position, successful candidates need to have adaptability, attention to detail, initiative, and strong listening/communication skills to work in a team-based environment. This position works very closely with CL AM and other agency staff to support, maintain, and grow the organization. This job description in no way states or implies that these are the only duties to be performed by this employee. He or she will be required to follow any other instructions and to perform any other duties requested by his or her supervisor. General: Adhere to all agency operational policies/processes to ensure client satisfaction and delivery of quality service to manage and meet unique client needs. Set up and maintain accurate and complete client data in client relationship management database (CRM), including documentation and management of action items and client communications according to procedure. Service and support to clients, carriers, and other agency partners Follow all company and regulatory requirements regarding the labeling, filing, management, and retention of hard-copy and/or electronic records, according to procedure. Carry out any other duties/responsibilities/projects as determined by company leaders and other team members. Maintain the highest level of security and confidentiality regarding corporate and client-related information. Stay informed of industry changes and product offerings. Attend training and meetings held by the agency and other partners. Be familiar with and follow agency and industry E&O guidelines. Maintain electronic and/or paper files in an orderly, up-to-date manner. Manage Incoming Email, Calendars, Tasks (Outlook) efficiently. Manage Incoming Phone Calls Manage and Keep Current Daily Activities through Client Management System. Manage any other requests through other channels, including paper mail. Specific: Direct Support to Commercial Lines Account Manger on the existing book of business and new business opportunities Check new and renewal policies for accuracy in rating, typing, forms, coverage, signatures, etc. Update management system accordingly. Ensure these items are delivered to the client in a timely manner, with the Support of Account Manager and ResourcePro Process Change Requests Process Endorsements and any applicable invoices as a result Process Audits and any applicable invoices as a result Mange daily Carrier Document notifications , pull documents from carrier websites. Handle/Process the documents where applicable. Set up workflow/distribution of those documents amongst the team as needed. Issue Proofs – Certificate, Evidence, Auto ID Cards Review basic lease and other contracts for insurance terms and verify compliance with existing insurance program, with the help of the AM. Help identify recommendations for changes to ensure compliance between insurance program and contract. Assist with claims – help obtain claim information, report, and follow up with the carriers and clients to ensure handled and closed in a timely manner with the support of AM and Resource Pro. Assist CL AM in handling and processing new and renewal commercial lines business as instructed, as needed. Collaborate directly with clients, as needed, by phone, electronic platforms or in person in a professional manner to manage service needs. Order Loss History Reports and other claim data reports as needed – prepare summaries as needed. Perform Agency and Direct Billing Activities as applies to policy transactions on client accounts. Premium Finance Contract – create contracts as needed through finance co websites and assist AM in execution as needed. Provide online carrier website and rating support for new, renewal and changes, as needed. Help identify cross-selling and account rounding opportunities with current clients, as the opportunity presents itself in the daily service of the account. Assist AM in receivable collections as you do your daily work on accounts. Assist AM with check requests for client refunds, carrier premium payments as needed. Other duties as assigned. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 2 years of Commercial Property & Casualty Insurance experience. Experience with Management Lines of business (D&O, EPLI, Professional, Cyber) is a plus. P&C License required. Continuing Insurance Education activities are viewed favorably. Proficient with Microsoft Office products, including Outlook, Word, and Excel Experience with Applied EPIC and other integrated platforms such as INDIO is preferred, though not required Ability to Multitask, Delegate and Manage workloads and meet deadlines Be responsible, organized and a self-starter. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee frequently is required to stand and walk. The employee is occasionally required to sit and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include ability to adjust focus. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Normal office environment with controlled temperature. The noise level in the work environment is usually moderate. We're an equal opportunity employer . All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. If you're a California resident, please read the California Consumer Privacy Act prior to applying. pandoIQ LI-MM1 PandoLogic. Category:Insurance, Keywords:Insurance Account Manager, Location:SCOTTSDALE, AZ-85258