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Reposted 6 Days AgoSaved
In-Office
Lehi, UT, USA
Entry level
Entry level
Insurance • Financial Services
Perform premium and tax reconciliations between systems, prepare premium tax reports, review premium contracts for regulatory compliance, process and record tax payments, communicate with staff and state agencies, and provide backup accounting support.
Top Skills: 10-KeyAdobe AcrobatMS Office
Reposted 7 Days AgoSaved
Hybrid
McKinney, TX, USA
Senior level
Senior level
Insurance • Financial Services
Manage a book of largely level-funded and self-funded employee benefits accounts, serve as primary client contact, coordinate renewals and carrier transitions, prepare proposals and enrollment materials, ensure compliance, support producers in new business, and maintain agency systems and carrier relationships.
Top Skills: Account Management System (Ams)Applied EpicExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
8 Days AgoSaved
Hybrid
Houston, TX, USA
Mid level
Mid level
Insurance • Financial Services
Manage a book of personal lines insurance business, handle renewals and endorsements, educate clients on coverages, market new and renewal business, maintain agency records in AMS, coordinate with underwriters/carriers and internal teams, and support client relationships.
Top Skills: Account Management System (Ams)Applied EpicCsr 24ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
Reposted 9 Days AgoSaved
In-Office
Springfield, MO, USA
Junior
Junior
Insurance • Financial Services
Provide front-desk coverage, manage office logistics and supplies, maintain common areas and conference room calendars, assist departments with projects and service needs, and use internal tools (MS Office, CRMs, Applied EPIC) to support efficient day-to-day operations.
Top Skills: Applied EpicCrm SystemsExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft WordProject Management Platforms
9 Days AgoSaved
Hybrid
St. Petersburg, FL, USA
Mid level
Mid level
Insurance • Financial Services
Manage and service commercial property & casualty accounts, design insurance programs, prepare proposals, negotiate with carriers, support producers, handle renewals and audits, and maintain accurate documentation.
Top Skills: Account Management System (Ams)Applied EpicExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
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9 Days AgoSaved
Hybrid
Irvine, CA, USA
75K-95K Annually
Junior
75K-95K Annually
Junior
Insurance • Financial Services
Serve as liaison on financed life insurance policies, managing new and in-force financing transactions. Collect and review financial documents, prepare loan package documentation, track and service transactions, and coordinate with clients, sales, lenders, intermediaries, and insurance carriers.
Top Skills: macOSExcelMS OfficeMicrosoft Word
11 Days AgoSaved
Hybrid
Fort Worth, TX, USA
Senior level
Senior level
Insurance • Financial Services
Manage a book of mainly level-funded and self-funded employee benefits accounts, act as primary client contact, coordinate renewals and carrier communications, prepare proposals and enrollment materials, ensure compliance, support producers in new business, and maintain agency account records.
Top Skills: Account Management System (Ams)Applied EpicExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
Reposted 11 Days AgoSaved
In-Office
Scottsdale, AZ, USA
Entry level
Entry level
Insurance • Financial Services
The Commercial Lines Support Representative assists with administrative tasks in the Commercial lines department, including document processing, invoicing, policy issuance, and customer service.
Top Skills: ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
11 Days AgoSaved
In-Office
Cincinnati, OH, USA
Senior level
Senior level
Insurance • Financial Services
Serve as primary relationship manager for employee benefits clients, leading renewals, carrier negotiations, RFPs, onboarding, compliance (ERISA/COBRA/HIPAA/ACA), employee communications, and benefits administration. Supervise and develop account teams, support sales/consulting efforts, manage technology platforms, and identify opportunities for expanded services to drive retention and client objectives.
Top Skills: Agency Management SystemsApplied EpicBenefits Administration PlatformsCrm SystemsExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
11 Days AgoSaved
In-Office
Dublin, OH, USA
Senior level
Senior level
Insurance • Financial Services
Serve as primary relationship manager for employee benefits clients, leading renewals, carrier negotiations, compliance (ERISA/COBRA/HIPAA/ACA), onboarding, open enrollment communications, vendor coordination, and benefits technology implementation to drive retention and strategic benefits planning.
Top Skills: Agency Management System (Ams)Applied EpicBenefits Administration PlatformsCrm SystemsExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft WordOnline Enrollment Systems
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