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JOB SUMMARY Responsible for managing project related activities for Alliant’s Transactional Risk team, and overseeing risk and insurance due diligence on prospective acquisitions for private equity client firms. Act as Subject Matter Expert (SME) for the Specialty Mergers & Acquisitions practice, identifying areas for growth and new initiatives, and providing leadership for the team. Essential Duties and Responsibilities Identify, recruit, and develop M&A due diligence team members. Oversee ...Read more about Project Manager Lead- M&A ServicesMore
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SUMMARY Responsible for providing customer service and overall service of assigned customers and/or policies on large market accounts. Supports Producer in soliciting of new business and other Producer-led new business efforts. Provides mentoring to staff to support immediate supervisor. ESSENTIAL DUTIES AND RESPONSIBILITIES • Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction;• Supports Producer in developing ne ...Read more about Account Manager Lead- M&A ServicesMore
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SUMMARY Primary client servicing advocate for assigned accounts with additional responsibilities to develop new clients and support Unit Manager in executing performance development plans of departmental staff. ESSENTIAL DUTIES AND RESPONSIBILITIES • Manages overall client relationship to maintain high account retention rate; • Solicits new accounts to conduct direct selling and cold calling; • Responsible for renewal process on existing business; • Evaluates assigned client covera ...Read more about Account Executive Lead- M&A ServicesMore
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Chicago, IL, USA ● Req #2331Monday, August 12, 2024SUMMARY Acts as an agent of broker assigned accounts, including servicing and/or solicitation activities. Manages book of business and directs the work of a service team. ESSENTIAL DUTIES AND RESPONSIBILITIES • Receives and develops new business leads from Producers or identifies and develops cross- sell opportunities; • Responsible for renewal business and soliciting additional lines of coverage; • Services accounts and provides claims assistance as needed; • Completes application ...Read more about Account Executive - Commercial Lines, Chicago, ILMore
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SUMMARY Primary client servicing advocate for assigned accounts with additional responsibilities to develop new clients and support Unit Manager in executing performance development plans of departmental staff. ESSENTIAL DUTIES AND RESPONSIBILITIES • Manages overall client relationship to maintain high account retention rate; • Solicits new accounts to conduct direct selling and cold calling; • Responsible for renewal process on existing business; • Evaluates assigned client coverage ...Read more about Account Executive Lead - Miami, FLMore
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Tampa, FL 33604, USA ● Req #2443Monday, August 12, 2024SUMMARY Responsible for office operations as well as customer intake and event coordination. ESSENTIAL DUTIES AND RESPONSIBILITIES • Greeting new customers, both walk-ins and inbound calls • Information Intake of all walk-ins and sales calls • Distribution of leads to licensed agents • Redirecting customer care needs based on description of need to original writing agent or alternate agent with availability, whether in-store or virtual • Community outreach ...Read more about Bilingual Store Manager (English/Spanish) - Sunshine Life & Health - Tampa, FLMore
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Columbia, MD, USA ● Palm Beach Gardens, FL, USA ● Virtual ● Req #2440Monday, August 12, 2024SUMMARY Responsible for providing customer service within an account service team and/or supporting Producers by servicing existing accounts. This position includes independent responsibility for specific account related client service tasks. ESSENTIAL DUTIES AND RESPONSIBILITIES • Prepares exposure workbook and applications for client pre renewals. • Assists Service team in reviewing and comparing quotes for Proposals. • Requests various information related to renewals for clie ...Read more about Commercial Lines Assistant Account Manager - ConstructionMore
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Irvine, CA, USA ● Sacramento, CA, USA ● San Francisco, CA, USA ● Req #2432Monday, August 12, 2024SUMMARY Responsible for providing customer service and overall service of assigned customers and/or policies on large market accounts. Supports Producer in soliciting of new business and other Producer-led new business efforts. Provides mentoring to staff to support immediate supervisor. ESSENTIAL DUTIES AND RESPONSIBILITIES • Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction; • Supports Producer in developing ...Read more about Account Manager LeadMore
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Uniondale, NY, USA ● Req #2437Friday, August 9, 2024SUMMARY Responsible for providing customer service and clerical support to assist producers and service team in supporting existing accounts and soliciting new business. ESSENTIAL DUTIES AND RESPONSIBILITIES • Sets-up prospect and customer files; sets-up and process dead files; conducts miscellaneous filing; • Answers telephone and routes calls to others; operates fax machines, scanners, printers and copiers; • Assists service team with assembly of marketing materials, proposals and pr ...Read more about Commercial Lines Technical Assistant - ConstructionMore
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Alliant Insurance is hiring an Internal Marketing Consultant (also known as: case design specialist) for our Medicare insurance department with Senior Market Sales in Omaha! www.seniormarketsales.com Founded in 1982, Senior Market Sales has grown into one of the industry’s foremost IMOs with more than 320 employees and 65,000 independent agents under contract. With products and agents in all 50 states, SMS offers the industry’s most complete IMO experience. POSITION HIGHLIGHTS: We are seeki ...Read more about Case Design SpecialistMore
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SUMMARY Responsible for the design, development and management of a comprehensive property & casualty claims management practice to service existing clients, account teams and assist in securing new clients. Functions as part of an overall account management team and provides management of claims staff on both a regional and/or national basis. ESSENTIAL DUTIES AND RESPONSIBILITIES • Generates claims advocacy solutions to a wide range of customers on a multi line basis; • Operating on a ...Read more about Claims Advocate/Director of Regional ClaimsMore
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Irvine, CA, USA ● Los Angeles, CA, USA ● San Diego, CA, USA ● Req #2286Tuesday, July 23, 2024SUMMARY Responsible for the daily processing of various client related service issues and administrative tasks that support the overall client relationship. Will seek supervision as needed for moderately complex issues. ESSENTIAL DUTIES AND RESPONSIBILITIES • Investigates and resolves client and employee issues that may involve enrollment or billing discrepancies. Communicates results to appropriate stakeholders; • Analyzes, reconciles, prepares and sends client invoices; • Analyzes ...Read more about Account Associate II - Employee BenefitsMore
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SUMMARY Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business. Independent responsibility for managing medium and complex claims of assigned clients. ESSENTIAL DUTIES AND RESPONSIBILITIES • Acts as an advocate and claims specialist to provide support to clients, claimants, Producers, and carriers; • Provides initial and on-going advocacy on claims including detailed analysis, interpretation, consultation and negoti ...Read more about Claims AdvocateMore
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SUMMARY Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business. Independent responsibility for managing medium and complex claims of assigned clients. ESSENTIAL DUTIES AND RESPONSIBILITIES • Acts as an advocate and claims specialist to provide support to clients, claimants, Producers, and carriers; • Provides initial and on-going advocacy on claims including detailed analysis, interpretation, consultation and negoti ...Read more about Claims AdvocateMore
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SUMMARY Responsible for supporting 401(k) Producers with sales support and providing customer service and overall service of assigned clients in updating key plan data on an annual basis. Manages all activities surrounding the procurement, placement and implementation of employer-sponsored retirement plans and securities-related products. ESSENTIAL DUTIES AND RESPONSIBILITIES • Maintains ongoing client contact to assist with day-to-day service issues and vendor management; • Works with ...Read more about Account Executive - 401KMore
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Irvine, CA, USA ● Los Angeles, CA, USA ● San Diego, CA, USA ● San Francisco, CA, USA ● Req #2291Friday, July 12, 2024SUMMARY Responsible for collaborating with the Employee Benefits sales and service team on the development and execution of client-centered strategies. Manages a book of business and directs/contributes to the work of a multi-disciplined service team. ESSENTIAL DUTIES AND RESPONSIBILITIES • Exhibits proven competence in all Account Manager duties and knowledge requirements; • Collaborates with a mentor from the sales and service team to manage an assigned book-of-business; • Comprehe ...Read more about Client Manager - Employee BenefitsMore
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SUMMARY Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business. Independent responsibility for managing medium and complex claims of assigned clients. ESSENTIAL DUTIES AND RESPONSIBILITIES • Maintains independent diary system to ensure claim files are up to date, and that required follow-up is taking place; • Investigates and evaluates claims to determine coverage, liability, damages and value; • Communicates with ve ...Read more about Senior Insurance Claims Adjuster - PropertyMore
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Miami, FL, USA ● Virtual ● Req #2187Thursday, June 27, 2024SUMMARY Responsible for providing customer service and overall service of assigned customers and/or policies on large market accounts. Supports Producer in soliciting of new business and other Producer-led new business efforts. Provides mentoring to staff to support immediate supervisor. ESSENTIAL DUTIES AND RESPONSIBILITIES • Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction; • Supports Producer in developing n ...Read more about Account Manager - Commercial Lines - Miami or RemoteMore
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SUMMARY Responsible for researching and completing RFPs for Alliant employee benefits local office. Additionally, responsible for assisting with researching, writing/creating, designing, and executing communication collateral to support account management and sales efforts. ESSENTIAL DUTIES AND RESPONSIBILITIES • Writes tailored, persuasive, high-quality responses to RFPs to support the firm’s business development efforts. • Identifies creative ways to convey informa ...Read more about RFP Writer Communications Specialist - Employee BenefitsMore
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SUMMARY Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts. ESSENTIAL DUTIES AND RESPONSIBILITIES • Supports Producer in developing new business opportunities for existing clients and prospects; • Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer; • Analyzes and compares current exp ...Read more about Account Manager Lead - Commercial Lines - Real EstateMore
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Honolulu, HI, USA ● Req #2110Tuesday, June 4, 2024SUMMARY Responsible for servicing assigned accounts including set-up, bonding, renewals and general questions. ESSENTIAL DUTIES AND RESPONSIBILITIES • Assists with performing reviews on bonding requirements and determines proper coverage and identify possible deficiencies; • Assists with obtaining all pertinent underwriting information including financials needed to maintain principals bond program; • Partners with Account Managers and Brokers in marketing and placement of risks; • ...Read more about Surety Assistant Account Manager - Commercial P&C InsuranceMore
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Hybrid role working from either the Irvine OR Los Angeles office 2x week. SUMMARY Acts as an agent of Producer assigned accounts, including servicing and/or solicitation activities. Manages book of business and directs the work of a service team. ESSENTIAL DUTIES AND RESPONSIBILITIES • Manages all client required services and maintains client relationship with minimal input from Producers; • Manages mid market book of business through direction of employees on service team; • Recei ...Read more about Account Executive - ConstructionMore
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SUMMARY Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts. ESSENTIAL DUTIES AND RESPONSIBILITIES • Supports Producer in developing new business opportunities for existing clients and prospects; • Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer; • Analyzes and compares current expo ...Read more about Account Manager - Public Entity P&CMore
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Irvine, CA, USA ● Los Angeles, CA, USA ● Santa Barbara, CA, USA ● Req #1949Wednesday, May 1, 2024SUMMARY Responsible for collaborating with Employee Benefit Account Executives on the development and execution of client-centered strategies. Manages a book of business and directs/contributes to the work of a multi-disciplined service team. ESSENTIAL DUTIES AND RESPONSIBILITIES • Exhibits proven competence in all Account Manager duties and knowledge requirements; • Collaborates with a mentor Account Executive to manage an assigned book-of-business; • Comprehends & communicates all ...Read more about Client Manager - Employee BenefitsMore
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Greenwood Village, CO, USA ● Kearny Mesa, San Diego, CA, USA ● Req #1859Friday, April 12, 2024SUMMARY Responsible for providing customer service and supporting the insured and broker with commercial property claims. ESSENTIAL DUTIES AND RESPONSIBILITIES • Communicates with vendors, producers, policy holders, clients and insurance companies to communicate claim status; • Provides initial and on-going advocacy on losses including reserve, coverage analysis, and communication; • Reports to authorities as applicable, providing updates on litigated claims; • Provides producer inq ...Read more about Property Claims Specialist - Commercial InsuranceMore