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

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. Analyzes certificate, endorsement, and au

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

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

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

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,