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Fintech • Software • Financial Services
As a Client Advisor, you will grow the book of business in the technology space, generate new clients, provide excellent service, and work closely with Employee Benefits advisors to cross-sell.
Fintech • Software • Financial Services
The Claims Consultant assists clients with reporting and managing insurance claims, communicates with adjusters, and evaluates claim coverage questions.
Fintech • Software • Financial Services
The Associate Account Manager oversees client communication, manages agency activities, assists with new/renewal business processes, and supports claims. Requires strong communication and critical thinking abilities.
Fintech • Software • Financial Services
The Mail Coordinator ensures efficient mail distribution, handles administrative tasks, maintains confidentiality, and supports team processes and communications.
Fintech • Software • Financial Services
Provide administrative support to the Senior Account Executive, assist with client account management, compliance tasks, and data entry.
Fintech • Software • Financial Services
The Associate Account Manager manages client-related documents, improves service delivery, and ensures customer satisfaction through effective teamwork and communication.
Fintech • Software • Financial Services
The Commercial Lines Account Manager will collaborate with producers to manage insurance accounts, provide client service, and optimize coverage solutions.
Fintech • Software • Financial Services
The Account Manager manages client services and team operations, ensuring high service quality and effective insurance processing and client coordination.
Fintech • Software • Financial Services
The Account Manager manages client relationships, service deliverables, and team operations while ensuring high client retention and satisfaction.
Fintech • Software • Financial Services
The Associate Account Manager processes client documents and ensures excellent customer service through collaboration and effective workflow management.
Fintech • Software • Financial Services
Provide account management support to Personal Lines Account Managers, assist in servicing new business and renewing existing accounts, and maintain client data accuracy.
Fintech • Software • Financial Services
Responsible for servicing commercial accounts, processing policies, ensuring client retention, and providing superior customer service in a bilingual environment.
Fintech • Software • Financial Services
The Underwriting Assistant services and administers insurance policies, handles communications, processes requests, and analyzes renewals under agency guidelines.
Fintech • Software • Financial Services
The Account Manager oversees client coordination, service delivery, and team operations, ensuring client satisfaction and efficient insurance processing.
Fintech • Software • Financial Services
The Telephonic Case Manager assesses and coordinates care for clients, promoting independence and advocating for their health needs in a collaborative process.
Fintech • Software • Financial Services
The role involves managing client relationships, ensuring account retention, cross-selling insurance policies, and coordinating client onboarding and service tasks.
Fintech • Software • Financial Services
The Account Manager maintains client relationships, manages service needs, negotiates renewals, and contributes to profitable growth through proactive account management.
Fintech • Software • Financial Services
The Case Management Assistant supports Telephonic Case Managers by logging calls, entering claims data, and managing administrative tasks for case management.
Fintech • Software • Financial Services
The Account Manager oversees team operations, manages client interactions, and ensures high service standards while leading and coaching Account Associates.
Fintech • Software • Financial Services
The Systems Specialist configures employee benefit administration systems, trains clients, resolves issues, and collaborates on process improvements.