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Sequent Planning is a registered investment adviser (RIA) committed to supporting its investment advisor representatives with everything they need to design holistic retirement plans that impact clients’ lives. More information is available on the company's website at: www.sequentplanning.com SUMMARY Responsible for managing home office book of business, supporting the national expansion of Sequent Planning, a registered investment adviser; including support for the Investment Adviser Represent ...Read more about Wealth Management AdvisorMore
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New York, NY, USA ● Req #3457Friday, March 28, 2025SUMMARY 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 large book of business through direction of employees on service team; Receives and develops new business leads from Producers or identifies and develops cross-se ...Read more about Account Executive Lead - Mergers & AcquisitionsMore
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SUMMARY Responsible for providing customer service and overall service of assigned customers and/or policies on large market accounts. Supports Producer in soliciting of new business and other Producer-led new business efforts. Provides mentoring to staff to support immediate supervisor. ESSENTIAL DUTIES AND RESPONSIBILITIES • Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction; • Supports Producer in develop ...Read more about Account Manager Lead - Executive RiskMore
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SUMMARY The Sr Client Success Specialist is responsible for providing expert program guidance to clients and tenants. ESSENTIAL DUTIES AND RESPONSIBILITIES Reviews residents' third party insurance policies to determine compliance with client's requirements for opting out of damage waiver program. Connects with clients on penetration decreases. Implements new properties for existing clients. Provides client and resident facing customer service. QUALIFICATIONS EDUCATION / EXPER ...Read more about Senior Client Success Specialist - Property ManagementMore
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San Diego, CA, USA ● San Marcos, CA, USA ● Req #3414Wednesday, March 26, 2025A SUMMARY 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 • Creates marketing submissions and works with various carriers to obtain quotes as required;• May negotiate prices, commissions, and/or coverages with carriers;• Reviews policies for accuracy, identifies deficiencies and may make recommenda ...Read more about Commercial Lines Account ManagerMore
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Alliant Insurance is hiring Insurance Sales Agents at Medigap Life! Founded in 2017, Medigap Life is a highly successful call center serving thousands of customers in all 50 states with affordable Medicare health insurance plans. We have grown tremendously housing offices in Florida, North Carolina, and New York and employing over 130 employees. POSITION HIGHLIGHTS: Our Insurance Sales Agent will be responsible for providing a wide variety of support services to promote the company's produc ...Read more about Insurance Sales AgentMore
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Alliant Insurance/Senior Market Sales is hiring an Insurance Agent for our Insuractive office based out of Idaho Falls, ID! https://www.insuractive.com/ SUMMARY Responsible for providing a wide variety of support services to promote the company's product portfolio via the telephone and internet to support and to increase company revenue and profit. POSITION HIGHLIGHTS: Our Insurance Agent will be responsible for providing a wide variety of support services to promote the company's ...Read more about Licensed AgentMore
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SUMMARY Responsible for providing customer service and overall service of assigned customers and/or policies on large market accounts. Supports Producer in soliciting of new business and other Producer-led new business efforts. Provides mentoring to staff to support immediate supervisor. ESSENTIAL DUTIES AND RESPONSIBILITIES • Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction; • Supports Producer in develop ...Read more about Account Manager LeadMore
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JOB SUMMARY Responsible for providing day-to-day procedural guidance to current management and office software applications, as well as implementation support for new software applications. Oversees software utilization requirements, and the development, testing, and implementation of new features. Also, responsible for maintaining business systems data integrity. Acts as a mentor, and assists in the training of the less experienced staff. Essential Duties and Responsibilities Under lim ...Read more about Associate Business AnalystMore
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SUMMARY Responsible for the design, development and management of a comprehensive property & casualty claims management practice to service existing clients, account teams and assist in securing new clients. Functions as part of an overall account management team and provides management of claims staff on both a regional and/or national basis. ESSENTIAL DUTIES AND RESPONSIBILITIES • Generates claims advocacy solutions to a wide range of customers on a multi line basis; • Operating on a ...Read more about Director, Regional Claims AdvocacyMore
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Boston, MA, USA ● Dallas, TX, USA ● Irvine, CA, USA ● San Diego, CA, USA ● Req #3426Friday, March 21, 2025SUMMARY Responsible for providing analytical support to operating group leadership and the Corporate Finance management team. Key responsibilities include management reporting and analysis, financial modeling, forecasting, budgeting, and process improvement. ESSENTIAL DUTIES AND RESPONSIBILITIES Provides broad analytical support to assigned operating group(s) and acts as a liaison between Finance and other operational departments; Analyzes and interprets financial results, comparing act ...Read more about Senior Financial AnalystMore
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SUMMARY Acts as an agent of broker assigned accounts, including servicing and/or solicitation activities. Manages book of business. ESSENTIAL DUTIES AND RESPONSIBILITIES • Responsible for renewal business and soliciting additional lines of coverage; • Service accounts and provides claims assistance as needed; • Complete applications, obtains quotes, negotiates premiums and commissions, prepares proposals and presentations; • Assist in Mergers & Acquisitions (M&A) insurance due di ...Read more about Account Executive - Employee BenefitsMore
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SUMMARY Responsible for providing customer service and overall service of assigned customers and/or policies on large market accounts. Supports Producer in soliciting of new business and other Producer-led new business efforts. Provides mentoring to staff to support immediate supervisor. ESSENTIAL DUTIES AND RESPONSIBILITIES Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction; Supports Producer in developing new ...Read more about Commercial Energy Insurance - Account Manager LeadMore
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Sacramento, CA, USA ● Req #3342Wednesday, March 19, 2025JOB SUMMARY Responsible for providing customer service and clerical support to assist Producers and service team in servicing existing accounts and soliciting new business. Essential Duties and Responsibilities Assists with review of policies for accuracy and/or possible deficiencies; Packages and markets applications to various carriers to obtain quotes as delegated; Assists service team with assembly of marketing materials, proposals and presentations for prospects and customers; Comp ...Read more about Assistant Account Representative- Public Entity P&CMore
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Chicago, IL, USA ● Irvine, CA, USA ● Los Angeles, CA, USA ● New York, NY, USA ● Req #3406Wednesday, March 19, 2025SUMMARY Responsible for providing adequate coverage/policy interpretation on medium to large complex claims. Substantial direct client contact involved. ESSENTIAL DUTIES AND RESPONSIBILITIES • Manages claims status and prompts various parties, broker, staff, client and adjuster to take next step; including prepayment, partial payment, gather information, work with subrogation contacts. • Partners with client legal counsel on coverage, claims and strategy for settlement; • Manag ...Read more about Claims Advocate Lead - Financial and CyberMore
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SUMMARY Responsible for the marketing of commercial insurance, and supports Producer in pairing up clients to insurance carriers. Also provides mentoring to other staff members, if needed. ESSENTIAL DUTIES AND RESPONSIBILITIES • Organizes the marketing department with other department management personnel to best utilize our insurance carriers including such duties as carrier product pricing and staffing differentiation to obtain the best coverage and pricing quotations for our clients ...Read more about Marketing ConsultantMore
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Dallas, TX, USA ● Req #3409Tuesday, March 18, 2025SUMMARY Responsible for providing customer service and support to assist Producers and service team in supporting existing accounts. ESSENTIAL DUTIES AND RESPONSIBILITIES • Executes a variety of bonds and analyzes bonds to ensure proper execution; • Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including assisting in collections on past due accounts; • Gathers information for applications for specific bond types; • Submits ne ...Read more about Commercial Lines Assistant Account RepresentativeMore
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SUMMARY Responsible for providing a wide variety of support services, including the development of valuable leads for insurance and insurance related products, and to promote the company's product portfolio via the telephone and internet to support the organization to increase company revenue and profit. ESSENTIAL DUTIES AND RESPONSIBILITIES • Customer Service: Place and receive outbound and inbound calls related to the development of insurance leads. Promote the company’s product port ...Read more about Customer Service RepresentativeMore
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SUMMARY Acts as the broker on assigned accounts, including servicing and/or solicitation activities. Manages book of business and directs the work of a service team. Responsible for managing and directing and participating in new business opportunities, all aspects of service including Claims, loss control and retention of clients and market facing representative to insurance carriers and vendors. ESSENTIAL DUTIES AND RESPONSIBILITIES • Receives and develops new business leads from Produ ...Read more about Commercial Lines Account ExecutiveMore
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Yardley, PA 19067, USA ● Req #3338Friday, March 14, 2025*Located in the Yardley PA office working Hybrid Mon/Wed SUMMARY Responsible for leading a team of Underwriters on the delivery of profitable Commercial Lines risk selection by communicating underwriting vision and objectives, directing team operations, mentoring lower level managers and team members, and communicating risk assessment best practices to align underwriting strategy with portfolio growth goals. ESSENTIAL DUTIES AND RESPONSIBILITIES • Enhances Commercial Lines Underwriting ...Read more about Underwriting Manager - Community Associations P&C InsuranceMore
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Yardley, PA 19067, USA ● Req #3337Friday, March 14, 2025*Located in the Yardley PA office working Hybrid Mon/Wed SUMMARY Responsible for reviewing, underwriting and rating broker submissions for new and renewal business. Ensures content of submissions is complete; obtains additional information from Retail Producers and Account Managers as needed. Markets to carrier to obtain quotes, negotiate pricing, define coverage's, and determine commissions ESSENTIAL DUTIES AND RESPONSIBILITIES • Evaluates new and renewal business in accordance with ...Read more about P&C Underwriter Lead - Community Association UnderwritingMore
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San Diego, CA, USA ● Req #3321Monday, March 10, 2025SUMMARY Responsible for providing exceptional customer service and supporting Producers by servicing existing accounts and soliciting new business. This role includes assisting on assigned accounts, with a strong focus on renewal strategy, marketing, and OCIP program administration. ESSENTIAL DUTIES AND RESPONSIBILITIES Supports Producers in developing new business opportunities for both existing clients and prospects. Initiates and manages the renewal process for expiring policies, worki ...Read more about Commercial Assistant Account Manager - OCIP AdministrationMore
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Columbia, MD, USA ● Palm Beach Gardens, FL, USA ● Req #3334Monday, March 10, 2025SUMMARY Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business. This position includes independent responsibility for servicing and retention of assigned customers/policies. ESSENTIAL DUTIES AND RESPONSIBILITIES • Packages and markets applications to various carriers to obtain quotes; • Negotiates prices, commissions, and/or coverages with carriers; • Reviews policies, identifies deficiencies and determines app ...Read more about Commercial Lines Assistant Account Manager - ConstructionMore
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Merced, CA, USA ● San Jose, CA, USA ● San Ramon, CA, USA ● Santa Cruz, CA, USA ● Req #3317Friday, March 7, 2025SUMMARY Responsible for the design, development and implementation of Comprehensive Technical Risk Assessment Services and loss control training programs in order to service existing clients and to assist in securing new clients. Functions as part of an overall Account Management Team and provides support on both a regional and/or national basis for practice programs, Subguard Programs and Wrap-Up Programs as necessary. ESSENTIAL DUTIES AND RESPONSIBILITIES • Generates risk engineering a ...Read more about Senior Loss Control ConsultantMore
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SUMMARY Responsible for the design, development and implementation of Comprehensive Technical Risk Assessment Services and loss control training programs in order to service existing clients and to assist in securing new clients. Functions as part of an overall Account Management Team and provides support on both a regional and/or national basis for practice programs, Subguard Programs and Wrap-Up Programs as necessary. ESSENTIAL DUTIES AND RESPONSIBILITIES • Generates risk engineering a ...Read more about Senior Loss Control ConsultantMore