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Recently posted jobs
Fintech • Software • Financial Services
Manages employee benefits accounts as a primary client contact. Responsibilities include servicing policies, processing quotes, endorsements, certificates, renewals, claims, and correspondence; developing coverage strategies; supporting insurance marketing and sales; maintaining accurate agency management system records; coordinating with departments and producers; and staying current on underwriting requirements, policy provisions, industry trends, and licensing compliance.
Fintech • Software • Financial Services
Manages new business and renewal placements for small commercial insurance accounts. Responsibilities include exposure and financial analysis, market strategy, carrier submissions, quote and coverage evaluation, negotiation, policy review, proposal preparation, client and carrier communication, and coverage gap recommendations. The role maintains carrier relationships, ensures licensing compliance, uses agency and rating systems, manages deadlines, and supports special projects.
Fintech • Software • Financial Services
Manages employee benefits operations, including team leadership, workforce planning, budgeting, KPI monitoring, risk management, client retention, process improvement, and technology enablement. Implements operational strategies, improves workflows, ensures regulatory and policy compliance, supports business growth, and partners cross-functionally to enhance service quality, efficiency, profitability, and client and colleague experiences.
Fintech • Software • Financial Services
The Client Advisor drives business growth by developing client relationships, utilizing data-driven insights and technology for sales, and optimizing revenue strategies.
Fintech • Software • Financial Services
Drive new business and revenue growth for commercial insurance through pipeline development, consultative selling, client relationship management, and quota attainment. Use CRM, analytics, predictive insights, and AI tools to prioritize opportunities, manage sales cadences, forecast revenue, and identify upsell opportunities. Develop strategic growth plans, conduct market and competitive research, collaborate with service and marketing teams, and serve as a trusted advisor to clients.
Fintech • Software • Financial Services
Serve as primary contact for employee benefits clients, develop coverage strategies, manage renewals and enrollments, ensure compliance (ACA, ERISA, HIPAA, COBRA), negotiate with carriers, oversee implementations, mentor junior staff, and use agency tools to deliver strategic benefits advice and client service.
Fintech • Software • Financial Services
Serve as primary advisor for a portfolio of commercial insurance clients: manage renewals, endorsements, claims support, policy issuance, coverage strategy, data accuracy in agency management systems, and collaborate with carriers, producers, and internal teams to retain and grow accounts.
Fintech • Software • Financial Services
Serve as the primary day-to-day contact for assigned commercial insurance clients, managing policy changes, renewals, endorsements, certificates, audits, and billing inquiries. Build and maintain client relationships, coordinate underwriting and carrier interactions, maintain accurate agency management records, support retention with a Producer, and assist clients with coverage questions and documentation.
Fintech • Software • Financial Services
Lead execution of new business and renewal placements for mid-to-large commercial insurance accounts. Manage timelines, conduct exposure and financial analysis, prepare quote specifications, negotiate complex coverage terms, build placement strategies (including alternative risk financing and towers), engage carriers, mentor placement team members, ensure licensing compliance, and prepare policy and proposal documentation. Provide consultative guidance and drive operational excellence across placement lifecycle.
Fintech • Software • Financial Services
Account Executives manage client portfolios, develop action plans, work with the sales team on client acquisition, and ensure adherence to organizational policies while maintaining strong client relationships.
Fintech • Software • Financial Services
Manage commercial lines underwriting and placement for mid-to-large accounts: analyze submissions, price risks, negotiate with carriers and agency partners, maintain carrier relationships and databases, facilitate placements with Acrisure ACE, and support outbound marketing of programs while ensuring compliance and documentation.
Fintech • Software • Financial Services
Account Executives manage client accounts, develop action plans, assist the sales team, prepare documents, and ensure client retention. They need significant experience in account management or sales.
Fintech • Software • Financial Services
Provide part-time on-site safety leadership for OCIP construction projects during coverage periods. Conduct daily safety reviews and inspections, enforce OSHA and OCIP standards, manage reporting and incident tracking, support permitting and incident response, and collaborate with contractors and regulators to mitigate hazards and ensure compliance.
Fintech • Software • Financial Services
Provide day-to-day client support for insurance accounts: handle certificates, policy changes, billing questions, proposals, audits, and carrier communications. Support account managers, maintain agency systems and files, complete renewals and documentation, and assist with administrative and reception duties.
Fintech • Software • Financial Services
Provide day-to-day support to Commercial Account Managers by processing service requests, handling customer calls and emails, preparing renewals and draft presentations, issuing certificates, entering claims and policy data in EPIC, and maintaining clear documentation to ensure seamless client service.
Fintech • Software • Financial Services
Manage new business and renewal placement for mid-to-large commercial insurance accounts. Conduct exposure and financial analysis, prepare submissions and quote specs, negotiate coverage terms, develop market strategies (including captives and large deductibles), and present proposals. Collaborate with client advisors, account teams, and carriers while maintaining licensing and carrier relationships.
Fintech • Software • Financial Services
Lead execution of new business and renewal placements for small/mid commercial insurance accounts. Manage timelines, conduct exposure and financial analysis, prepare quote specs, negotiate coverage, build placement strategies including alternative risk financing, mentor team members, engage carriers, and produce proposals and financial models to optimize coverage and cost.
Fintech • Software • Financial Services
Manages a book of personal insurance clients, serving as the primary contact for renewals, policy changes, servicing, coverage recommendations, retention, and cross-selling. Builds client relationships, resolves issues with internal teams, promotes digital tools, and supports service improvements. Requires an active P&C license, strong communication and organizational skills, and at least two years of personal lines or account management experience. Applied Epic experience is strongly preferred.
Fintech • Software • Financial Services
Manage complex California workers' compensation claims end-to-end: investigate compensability, set reserves, handle litigated files, coordinate with counsel/providers/employers, negotiate settlements, identify subrogation/fraud, and maintain accurate claims documentation and diaries while ensuring California regulatory compliance.
Fintech • Software • Financial Services
Prospect and close payroll and HR solutions for small and mid-sized businesses via in-person and phone presentations. Maintain CRM records, hit production targets, collaborate with territory and division managers, and spend at least half your time in the field. Participate in training and team meetings and upsell additional products.
