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2 Days AgoSaved
In-Office
Rosemont, IL, USA
52K-102K Annually
Senior level
52K-102K Annually
Senior level
Fintech • Insurance • Software • Financial Services
Supports commercial insurance sales and retention by developing renewal strategies, researching carrier options, negotiating terms, placing policies, and maintaining policy documentation. The role collaborates with sales and service teams, manages carrier and client relationships, ensures regulatory compliance, identifies coverage opportunities, and uses technology to improve service. A state Property and Casualty license and at least seven years of risk placement experience are required.
Top Skills: ExcelMicrosoft Office SuiteMicrosoft PowerpointMicrosoft WordProprietary Ai Solutions
5 Days AgoSaved
In-Office
6 Locations
53K-101K Annually
Senior level
53K-101K Annually
Senior level
Fintech • Insurance • Software • Financial Services
Manages commercial insurance client relationships, advises on coverage and risk management, develops insurance plans, binds coverage, manages renewals, prepares proposals and policy documents, supports claims, reviews audits, and resolves complex service issues. Requires strong commercial lines expertise, client communication, analytical skills, and proficiency with Microsoft Office and emerging technology.
Top Skills: ExcelMS OfficePowerPointProprietary Ai SolutionsWord
5 Days AgoSaved
In-Office
5 Locations
53K-101K Annually
Senior level
53K-101K Annually
Senior level
Fintech • Insurance • Software • Financial Services
Manages commercial insurance client relationships, advises on coverage and risk management, develops insurance plans, binds coverage, handles renewals and remarketing, prepares proposals and policy documentation, supports claims reporting, conducts policy reviews and audits, resolves complex service issues, and recommends process improvements. The role requires a Property and Casualty license, commercial insurance expertise, strong communication and analytical skills, Microsoft Office proficiency, and travel to client sites.
Top Skills: Ai SolutionsExcelMS OfficeMicrosoft PowerpointMicrosoft Word
5 Days AgoSaved
In-Office or Remote
6 Locations
53K-101K Annually
Senior level
53K-101K Annually
Senior level
Fintech • Insurance • Software • Financial Services
Manages commercial insurance client relationships, advises on coverage and risk management, develops insurance plans, binds coverage, manages renewals, prepares proposals and policy documents, supports claims, reviews audits, and resolves complex service issues. Requires commercial lines expertise, a Property and Casualty license, strong communication and analytical skills, Microsoft Office proficiency, and the ability to travel to client sites.
Top Skills: ExcelMS OfficeMicrosoft PowerpointMicrosoft WordProprietary Ai Solutions
Reposted 5 Days AgoSaved
Remote
US
109K-175K Annually
Senior level
109K-175K Annually
Senior level
Fintech • Insurance • Software • Financial Services
Manages budgeting, forecasting, financial modeling, month-end close activities, profitability analysis, capital planning, and financial reporting for business units. Advises departments on financial impacts, explains performance variances, prepares materials for executives, lenders, and the board, supports audits, and conducts ad hoc analyses. The role also drives process improvements, collaborates cross-functionally, and may lead and mentor finance team members.
Top Skills: Adaptive PlanningExcelMicrosoft PowerpointMicrosoft WordWorkday
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5 Days AgoSaved
In-Office or Remote
10 Locations
71K-133K Annually
Senior level
71K-133K Annually
Senior level
Fintech • Insurance • Software • Financial Services
Manages insurance portfolios for high-net-worth clients, assessing complex personal insurance needs and designing coverage for luxury homes, vehicles, jewelry, fine art, and collectibles. Provides risk management advice, handles renewals, endorsements, claims, and client service issues, negotiates with carriers, and drives retention and new business. Maintains regulatory compliance, conducts portfolio reviews, and may direct others while using technology to deliver superior service.
Top Skills: Artificial Intelligence (Ai)ExcelMS OfficeMicrosoft PowerpointMicrosoft Word
11 Days AgoSaved
In-Office
3 Locations
53K-101K Annually
Senior level
53K-101K Annually
Senior level
Fintech • Insurance • Software • Financial Services
Manages client relationships for small commercial insurance accounts, advising on coverage, risk management, renewals, claims, audits, and policy changes. Acts as a field underwriter, prepares proposals and policy documentation, supports account retention, and coordinates with carriers and claims teams. The role requires commercial lines expertise, a Property and Casualty license, strong communication and analytical skills, proficiency in Microsoft Office, and the ability to travel to client sites.
Top Skills: ExcelMS OfficeMicrosoft PowerpointMicrosoft WordProprietary Ai Solutions
13 Days AgoSaved
In-Office
Tulsa, OK, USA
21-43 Hourly
Mid level
21-43 Hourly
Mid level
Fintech • Insurance • Software • Financial Services
Coordinates commercial insurance account servicing, including policy documents, renewals, endorsements, audits, cancellations, client requests, carrier communications, and account retention support. Maintains accurate client files, prepares renewal proposals, resolves routine issues, and supports the Account Management team. Requires commercial lines insurance knowledge, a Property and Casualty license, strong communication and analytical skills, Microsoft Office proficiency, and the ability to travel to client sites.
Top Skills: Agency Management Systems SoftwareExcelMS OfficeOnline Rating SystemsPowerPointProprietary Ai SolutionsWord
21 Days AgoSaved
In-Office
4 Locations
52K-102K Annually
Senior level
52K-102K Annually
Senior level
Fintech • Insurance • Software • Financial Services
Supports commercial insurance sales and renewal placement by developing renewal strategies, researching carrier options, negotiating terms, maintaining policy documentation, and coordinating with sales, service teams, carriers, and clients. The role focuses on placing coverage, improving retention, ensuring regulatory compliance, managing renewal administration, and delivering client service through effective communication, analysis, and technology adoption.
Top Skills: Artificial Intelligence (Ai) SolutionsExcelMicrosoft Office SuiteMicrosoft PowerpointMicrosoft Word
21 Days AgoSaved
In-Office or Remote
Fresno, CA, USA
53K-101K Annually
Senior level
53K-101K Annually
Senior level
Fintech • Insurance • Software • Financial Services
Manages client relationships for small commercial insurance accounts, advising on coverage, risk management, renewals, claims, audits, and policy changes. Acts as a field underwriter, evaluates risks, binds coverage, prepares proposals and policy documentation, and coordinates with carriers and claims teams. The role also supports retention, process improvements, client presentations, and technology adoption while maintaining expertise in commercial insurance products and regulations.
Top Skills: ExcelMicrosoft PowerpointMicrosoft WordProprietary Ai Solutions
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