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Reposted 11 Days AgoSaved
In-Office
4 Locations
39K-75K Annually
Senior level
39K-75K Annually
Senior level
Fintech • Software • Financial Services
The Account Manager oversees client service, manages team operations, ensures service standards, and facilitates effective communication with clients and team members.
Top Skills: ExcelPowerPointWord
Reposted 11 Days AgoSaved
In-Office
5 Locations
Senior level
Senior level
Fintech • Software • Financial Services
The Account Manager serves as the primary contact for customer service, coordinates internal teams, manages client communication, and oversees insurance processing and renewals.
Top Skills: ExcelMicrosoft PowerpointMicrosoft Word
Reposted 12 Days AgoSaved
In-Office
Stockton, CA, USA
70K-70K Annually
Junior
70K-70K Annually
Junior
Fintech • Software • Financial Services
The Marketing Representative will develop partnerships, analyze sales trends, prepare reports, and maintain client relationships while requiring travel in Northern CA and Reno, NV.
Top Skills: Microsoft Office Suite
Reposted 12 Days AgoSaved
In-Office
5 Locations
55K-95K Annually
Junior
55K-95K Annually
Junior
Fintech • Software • Financial Services
The Commercial Lines Account Manager aids clients with service needs, processes policies, and supports the sales team in client retention and acquisition.
Top Skills: Client Management SystemDatabaseInsurance SoftwareSpreadsheetsWord Processing
Reposted 12 Days AgoSaved
In-Office
New York, NY, USA
22-25
Entry level
22-25
Entry level
Fintech • Software • Financial Services
Responsible for client contact and support, handling insurance policies and claims, assisting with marketing, and maintaining client data.
Top Skills: Applied SystemsEpicExcelMicrosoft OutlookMicrosoft Word
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13 Days AgoSaved
In-Office
Dallas, TX, USA
Entry level
Entry level
Fintech • Software • Financial Services
The Producer/Risk Advisor develops new accounts and renews existing ones, builds client relationships, and manages sales processes.
Top Skills: Agency Automation SystemsExcelMicrosoft Word
13 Days AgoSaved
In-Office
Oak Ridge, TN, USA
Mid level
Mid level
Fintech • Software • Financial Services
The Placement Specialist will underwrite and produce personal lines insurance, focusing on tailored solutions for diverse risks, while achieving performance goals and collaborating with agents and carriers.
Top Skills: Insurance SystemsMicrosoft Office SuiteRating Tools
13 Days AgoSaved
In-Office
Grand Rapids, MI, USA
Mid level
Mid level
Fintech • Software • Financial Services
The Client Advisor develops lead generation plans and engages with clients to deliver insurance solutions through consultative selling, industry insight, and detailed proposals.
Top Skills: Microsoft Office Products
Reposted 13 Days AgoSaved
In-Office
Oak Ridge, TN, USA
Junior
Junior
Fintech • Software • Financial Services
The Commercial Auto Underwriter evaluates and binds commercial auto risks, manages submissions, communicates with retail agents, and maintains underwriting discipline.
Reposted 13 Days AgoSaved
In-Office
Grand Rapids, MI, USA
Junior
Junior
Fintech • Software • Financial Services
The FP&A Analyst will monitor trends in revenue and expenses, support budgeting processes, prepare analysis and presentations, and develop forecasting models and dashboards.
Top Skills: ExcelMS OfficeWorkday Erp
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