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Acts as an agent of broker assigned accounts for Private Client Services, including servicing and/or solicitation activities. Manages book of business and directs the work of a service team. ESSENTIAL DUTIES AND RESPONSIBILITIES Receive and develop new business leads from Producers, or identify and develop cross sell opportunities. Responsible for renewal business and sol
Posted 6 days ago
Responsible for working with account team in processing renewals, conducting and analyzing marketing, preparing financial summaries and providing general technical support for assigned accounts. ESSENTIAL DUTIES AND RESPONSIBILITIES Gathers, reviews and validates all information related to assigned clients for renewal analysis and marketing purposes, gaining comprehensive
Posted 12 days ago
Acts as an agent of broker assigned accounts, including servicing and/or solicitation activities. Manages book of business. ESSENTIAL DUTIES AND RESPONSIBILITIES Responsible for renewal business and soliciting additional lines of coverage; Service accounts and provides claims assistance as needed; Complete applications, obtains quotes, negotiates premiums and commissions,
Posted 14 days ago
Provides compensation system administrator and project management support for the management, configuration, testing, analysis, implementation, maintenance and data integrity of the company's compensation systems and processes as it relates to compensation programs and initiatives. Responsible for the general support of the company's compensation programs and the document
Posted 8 days ago
Responsible for collaborating with Employee Benefit Brokers/Consultants on the development and execution of client centered strategies. Manages book of business and directs the work of a multi disciplined service team. ESSENTIAL DUTIES AND RESPONSIBILITIES Exhibits proven competence in all Client Manager duties and knowledge requirements; Acts as the lead representative t
Posted 12 days ago
Supports the Account Executives in the day to day servicing of Energy & Marine related accounts. ESSENTIAL DUTIES AND RESPONSIBILITIES Exhibits proven competence in all Assistant Account Manager duties and knowledge requirements; Compiles renewal requests to the clients and completes marketing submissions as directed by the Account Executive; Generates insurance proposals
Posted 13 days ago
Alliant Insurance Services
- Irvine, CA / Los Angeles, CA / Santa Barbara, CA
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 wit
Posted 13 days ago
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 defined contribution plans. ESSENTIAL DUTIES AND RESPONSIBILITIES Maintains ongoing client contact to assist w
Posted 14 days ago
Responsible for advising Alliant corporate departments and business groups on a broad spectrum of legal matters and for reviewing, drafting, and negotiating a diverse range of contracts, in addition to other general corporate and compliance matters. ESSENTIAL DUTIES AND RESPONSIBILITIES Reviews, drafts, negotiates, and advises on a wide range of contracts, including emplo
Posted 14 days ago
Responsible for handling a larger book of business and providing customer service and overall service of assigned customers and/or policies on larger market accounts. Progressively More experienced Broker and negotiating capabilities. Supports and may at times lead a service team with limited oversight on assigned accounts. This position has progressively more responsibil
Posted 15 days ago
Responsible for providing a wide variety of support services to promote the company's product portfolio via the telephone and internet to support the Senior Savings Network to increase company revenue and profit. ESSENTIAL DUTIES AND RESPONSIBILITIES Sales Promote the company's product portfolio and provide service assistance to consumers; Respond to consumer inquiries th
Posted 18 days ago
Responsible for day to day workflow processing including coding and data entry. ESSENTIAL DUTIES AND RESPONSIBILITIES Administrative Support Functions Contracting Support Functions Prepare new contracting requests for contracting; Log contracts in the system received via email, fax, mail or online contracting websites; Quality check the work; Redirect work to appropriate
Posted 18 days ago
Responsible for servicing assigned accounts including set up, bonding, renewals and general questions. ESSENTIAL DUTIES AND RESPONSIBILITIES Performs independent reviews on bonding requirements and determines proper coverage and identify possible deficiencies. Obtains all pertinent underwriting information including financials needed to maintain principals bond program; F
Posted 18 days ago
Responsible for providing customer service to assist Producers and service team in servicing existing accounts and soliciting new business. ESSENTIAL DUTIES AND RESPONSIBILITIES Processes individual and group applications; Processes COBRA & FSA statements and billing; Composes general correspondence with clients and carriers; Interacts with clients to respond to inquiries
Posted 19 days ago
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 cl
Posted 19 days ago
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