Private Client Manager

Responsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies/endorsements, processing client payments with carriers, invoicing according to agency’s procedures, issuance of certificates of insurance, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing...

Responsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies/endorsements, processing client payments with carriers, invoicing according to agency's procedures, issuance of certificates of insurance, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing...

Major Duties and ResponsibilitiesManage real estate loan insurance programs and tax tracking programs. Annual on-site client visits with the appropriate management to further institutionalize Ross & Yerger (R&Y) to the client.Create/prepare presentations for on-site client visits to review current products and production statistics, recommend broader...

Job DescriptionJob DescriptionMajor Duties and ResponsibilitiesManage real estate loan insurance programs and tax tracking programs. Annual on-site client visits with the appropriate management to further institutionalize Ross & Yerger (R&Y) to the client.Create/prepare presentations for on-site client visits to review current products and production...

Job DescriptionJob DescriptionAs a Commercial Lines Marketing Client Manager, you will work with Producers in the evaluation of exposures, loss experience, and coverage needs for prospective clients. Your extensive knowledge in Property & Casualty coverages will be crucial when identifying and selecting appropriate markets for new and renewal business...

Randstad, the world’s leading partner for talent, is investing in a Client Partner for our Randstad Digital specialty. The Randstad Digital (RD) Client Partner will be responsible for structuring, developing, and leading a high-performing sales operation to secure new business, maintain and expand current customer expenditure, and drive superior customer...

We are currently seeking a Client Service Coordinator to join our team and provide exceptional support in managing client relationships. The ideal candidate will possess strong communication skills, attention to detail, and a dedication to ensuring client satisfaction. If you are proactive, organized, and passionate about delivering excellent service, we...

Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for aCommercial Insurance Account Manager for our Jackson, TNoffice.TheCommercial Insurance Account Managerin this office will assist the P&C Sales Producers in generating the marketing to pitch policies to...

Job title: Client Service Representative Reports to Client Manager Classification Hourly: Non-Exempt Salary: $14.00 - $16.00 * Starting pay varies based on location and experience, in compliance with specific state wage regulations. Competitive rates tailored to your geography and expertise. Job purpose The Client Service Representative is an...

Job title Client Service Representative Reports to Client Manager Classification Hourly, Non-Exempt Salary: $14.00 to $16.00 * Starting pay varies based on location and experience, in compliance with specific state wage regulations. Competitive rates tailored to your geography and expertise. Job purpose The Client Service Representative is an...

Job DescriptionJob DescriptionJob title Client Service RepresentativeReports to Client ManagerClassification Hourly, Non-ExemptSalary: $14.00 to $16.00* Starting pay varies based on location and experience, in compliance with specific state wage regulations. Competitive rates tailored to your geography and expertise. Job purposeThe Client Service...

Job DescriptionJob DescriptionJob title: Client Service RepresentativeReports to Client ManagerClassification Hourly: Non-ExemptSalary: $14.00 - $16.00* Starting pay varies based on location and experience, in compliance with specific state wage regulations. Competitive rates tailored to your geography and expertise.Job purposeThe Client Service...

Job DescriptionJob DescriptionLooking for a Career and not just a job? Come join a Top 100 independent insurance agency working from our Jackson, MS headquarters or our Tupelo office. The Employee Benefits Client Associate supports the Employee Benefit Department in all aspects of new business placement, renewal, and service throughout the policy term. ...

Job DescriptionJob DescriptionDescription:Come join a Top 100 independent insurance agency as a key member of our Administrative Team. R&Y's Commercial Lines Client Representative is an entry level position.Process endorsements, audit, policies, cancellations, reporting forms and invoicing according to R&Y procedures manual within acceptable time frame...

Major Duties and Responsibilities: Process endorsements, audit, policies, cancellations, reporting forms and invoicing according to R&Y procedures manual within acceptable time frame and with accuracy.Issue new and renewal certificates of insurance and EPI's.Prepare and secure premium finance agreements and surplus lines non-admitted forms, as well as mod...

Major Duties and Responsibilities: Process endorsements, audit, policies, cancellations, reporting forms and invoicing according to R&Y procedures manual within acceptable time frame and with accuracy.Issue new and renewal certificates of insurance and EPI’s.Prepare and secure premium finance agreements and surplus lines non-admitted forms, as well as mod...

Job DescriptionJob DescriptionMajor Duties and Responsibilities: Process endorsements, audit, policies, cancellations, reporting forms and invoicing according to R&Y procedures manual within acceptable time frame and with accuracy.Issue new and renewal certificates of insurance and EPI’s.Prepare and secure premium finance agreements and surplus lines...

Job DescriptionJob DescriptionMajor Duties and Responsibilities:Assist Client Manager with producers in the evaluation of bond needs for the clients.Submitting bond request to underwriters in a timely efficient manner per Client Manager.Prepare invoices in a timely manner.   Prepare various reports, exhibits and spreadsheets.Issue renewal continuation...

Job DescriptionJob DescriptionOverview: The Driver Provider, a privately-held, purveryor of chauffeured passenegr transportation services, with offices in Arizona, Utah, and Wyonming is seeking an Operations Manager for our Tucson, Arizona location.Our target consumers are corporate travel managers, event planners, and confernece services professionals, and...

Investment Advisor Representative As an Advisor, You Are Expected To •Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience •Drive business results and acquire new assets, both from existing client...