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29 Days AgoSaved
In-Office
Walled Lake, MI, USA
Junior
Junior
Fintech • Software • Financial Services
Manages personal lines insurance client relationships, renewals, retention, complaints, policy updates, and cross-selling opportunities. Provides consultative recommendations, remarkets clients across carriers, prepares proposals, and supports account growth. Uses data-driven engagement campaigns and digital tools to improve service delivery, promote self-service adoption, and increase client satisfaction. Collaborates with marketing, compliance, HR, internal teams, and third-party partners while maintaining an active P&C license.
Top Skills: Agency Management SystemCustomer Engagement SoftwareEnrollment CapabilitiesSelf-Service Tools
29 Days AgoSaved
Remote
4 Locations
40K-75K Annually
Junior
40K-75K Annually
Junior
Fintech • Software • Financial Services
Manages a book of personal insurance clients, serving as the primary contact for renewals, policy changes, servicing, coverage recommendations, retention, and cross-selling. Builds client relationships, resolves issues with internal teams, promotes digital tools, and supports service improvements. Requires an active P&C license, strong communication and organizational skills, and at least two years of personal lines or account management experience. Applied Epic experience is strongly preferred.
Top Skills: Applied Epic
29 Days AgoSaved
In-Office
San Jose, CA, USA
24-28 Hourly
Entry level
24-28 Hourly
Entry level
Fintech • Software • Financial Services
Supports employee benefits account managers with client servicing, eligibility and enrollment updates, billing and claims inquiries, carrier coordination, renewal preparation, open enrollment, new client implementation, reporting, documentation, and workflow improvement. Maintains accurate records in EPIC and coordinates with clients, vendors, carriers, and internal teams to deliver timely service while managing multiple priorities and confidential information.
Top Skills: Benefits Administration PlatformsCarrier PortalsEpic Agency Management SystemMicrosoft CopilotExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft TeamsMicrosoft Word
29 Days AgoSaved
In-Office
Rochester, NY, USA
35K-44K Annually
Entry level
35K-44K Annually
Entry level
Fintech • Software • Financial Services
Provides centralized billing, accounting, collections, and administrative support for a high-volume workers’ compensation insurance platform. Responsibilities include calculating rates and service fees, preparing invoices, maintaining accounts receivable reports, monitoring aging balances, coordinating payment collections, responding to billing inquiries, tracking agreements, and improving reporting and invoicing workflows. The role collaborates with accounting, service teams, account managers, clients, and external insurance stakeholders.
Top Skills: EpicExcel
29 Days AgoSaved
Remote
5 Locations
40K-75K Annually
Junior
40K-75K Annually
Junior
Fintech • Software • Financial Services
Manage a portfolio of personal insurance clients, serving as the primary contact for renewals, policy changes, servicing, coverage recommendations, retention, and cross-selling. Build client relationships, resolve issues with internal teams, promote digital tools, and support service quality and account growth.
Top Skills: Applied Epic
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29 Days AgoSaved
In-Office
Corpus Christi, TX, USA
Senior level
Senior level
Fintech • Software • Financial Services
Manage a portfolio of large and complex commercial insurance accounts, serving as the primary client contact. Responsibilities include renewals, exposure analysis, carrier negotiations, new business marketing, policy and audit review, document issuance, client support, agency-system documentation, and collaboration with Producers and Account Executives. The role requires strong commercial Property & Casualty expertise, an active P&C license, and on-site collaboration.
Top Skills: Applied Systems EpicExcelMicrosoft OutlookMicrosoft Word
One Month AgoSaved
In-Office
London, Greater London, England, GBR
Mid level
Mid level
Fintech • Software • Financial Services
Analyze and reconcile claims data from internal systems, TPAs, bordereaux, and data warehouses. Build SQL extracts, dashboards, KPI reports, reserve reviews, severity analyses, and executive reporting. Support underwriting and actuarial decisions through claims insights, loss development analysis, data quality investigations, and portfolio trends. Help develop claims rules, scoring models, exception reporting, and UAT test cases using SQL, Python, Azure Databricks, and related data platforms.
Top Skills: Azure Data Lake StorageAzure DatabricksAzure SqlExcelPythonSQLSynapse
One Month AgoSaved
Remote or Hybrid
2 Locations
Senior level
Senior level
Fintech • Software • Financial Services
Manages complex enterprise commercial insurance accounts, serving as the primary relationship lead and strategic advisor. Responsibilities include retention and growth, risk strategy, coverage gap analysis, claims consultation, benchmarking, captive and risk financing evaluation, executive presentations, renewal delivery, and cross-functional coordination. The role requires advanced property and casualty expertise, strong executive communication, project oversight, and the ability to develop integrated insurance solutions for large real estate clients.
One Month AgoSaved
In-Office
3 Locations
100K-135K Annually
Senior level
100K-135K Annually
Senior level
Fintech • Software • Financial Services
Supports enterprise Microsoft Azure infrastructure, with a heavy focus on Azure Virtual Desktop using Nerdio and FxLogic. Responsibilities include cloud provisioning, infrastructure automation, governance, security controls, monitoring, lifecycle management, backup and disaster recovery readiness, cost optimization, troubleshooting, tier-three support, technical collaboration, and operational documentation across cloud and hybrid environments.
Top Skills: Azure MonitorAzure PolicyAzure Privileged Identity ManagementAzure RbacAzure Virtual DesktopFxlogicInfrastructure As CodeLog AnalyticsAzureNerdio
One Month AgoSaved
In-Office
Walled Lake, MI, USA
Senior level
Senior level
Fintech • Software • Financial Services
Manage new business and renewal placements for mid-to-large commercial insurance accounts. Responsibilities include exposure and financial analysis, quote preparation, coverage negotiation, market strategy, alternative risk analysis, insurance tower structuring, policy review, proposal development, and carrier relationship management. The role collaborates with client advisors, account service teams, and carriers, requires independent judgment, maintains licensing compliance, and provides strategic coverage recommendations.
Top Skills: AcordApplied EpicExcelMS OfficeMicrosoft Word
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