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Acts as an agent of broker assigned accounts, including servicing and/or solicitation activities. Manages book of business and directs the work of a service team. ESSENTIAL DUTIES AND RESPONSIBILITIES Receives and develops new business leads from Producers or identifies and develops cross sell opportunities; Responsible for renewal business and soliciting additional lines
Posted 16 days ago
Responsible for providing Producer support from initial case intake through policy issuance of the structured settlement policy. ESSENTIAL DUTIES AND RESPONSIBILITIES Support Producer to foster and manages overall relationship with clients ensuring retention of large book of business and high satisfaction. Prepare proposals, settlement documents and report information bas
Posted 16 days ago
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
Posted 22 days ago
Responsible for providing the Consulting Team with financial and analytic support on client projects, including, but not limited to, updating claims experience reports and reserve calculations, modeling plan design alternatives, summarizing RFP responses and maintaining state and municipality ordinances. ESSENTIAL DUTIES AND RESPONSIBILITES Prepares monthly, quarterly and
Posted 23 days ago
Responsible for providing the Consulting Team with financial and analytic support on client projects, including, but not limited to, updating claims experience reports and reserve calculations, modeling plan design alternatives, summarizing RFP responses and maintaining state and municipality ordinances. ESSENTIAL DUTIES AND RESPONSIBILITIES Prepares monthly, quarterly an
Posted 23 days ago
Alliant Insurance Services
- Little Rock, AR / Chicago, IL / Indianapolis, IN / 11 more...
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 Assist in Merger & Acquisition (M&A) insurance due diligence activities for existing clients, including collection of insurance informat
Posted 24 days ago
Primary client servicing advocate for assigned accounts with additional responsibilities to develop new clients and support Unit Manager in executing performance development plans of departmental staff. ESSENTIAL DUTIES AND RESPONSIBILITIES Manages overall client relationship to maintain high account retention rate; Solicits new accounts to conduct direct selling and cold
Posted 16 days ago
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
Posted 20 days ago
Alliant Insurance Services
- Chicago, IL / Farmington, CT / Wilmington, DE / 4 more...
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
Posted 24 days ago
Primary client servicing advocate for assigned accounts with additional responsibilities to develop new clients and support Unit Manager in executing performance development plans of departmental staff. ESSENTIAL DUTIES AND RESPONSIBILITIES Manages overall client relationship to maintain high account retention rate; Solicits new accounts to conduct direct selling and cold
Posted 24 days ago
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 e
Posted 20 days ago
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
Posted 22 days ago
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
Posted 20 days ago
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
Posted 22 days ago
Responsible for supporting Alliant's mid market client leave support program Alliant Leave Advantage (ALA). This includes monitoring and tracking state and local legislation, providing practical analysis of key developments, and providing guidance to employers on implementation and application of various leave law provisions. Develop and support internal training efforts,
Posted 20 days ago
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