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The Associate Account Manager provides administrative support to the Commercial Lines team, managing client documentation and assisting with policy renewals, submissions, and client inquiries, ensuring excellent customer service.

The Associate Account Manager provides administrative support to the Commercial Channel, assisting with customer service tasks, account management, and policy documentation.

The Client Executive Assistant supports the Account Executive by managing client inquiries, ensuring policy accuracy, and assisting with insurance processes in a fast-paced insurance environment.

The Account Manager II manages client accounts, oversees insurance services, maintains relationships with clients and carriers, and ensures all processes meet client needs. Expertly communicates and analyzes insurance plans while resolving client inquiries and issues.

Provide technical support to Commercial Service, Marketing, and Production teams, handling data entry, processing requests, invoicing, and maintaining quality control.

Lead client relationships in investment consulting, manage multiple projects, prepare reports, mentor team members, and stay informed on industry regulations.

The Associate Investment Consultant manages client relationships, prepares reports, leads projects, mentors team members, and communicates with stakeholders, requiring strong analytical and interpersonal skills.

Manage client relationships in a portfolio, educate clients on insurance products, encourage sales, and promote a positive company image.

The role involves assisting the operations team with various administrative tasks to ensure smooth daily activities and meeting quality and efficiency standards.

The role involves business development, client engagement, maintaining service quality, and collaborating on insurance strategies while working closely with a billing assistant and marketing team.