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Insurance
The Client Manager handles client accounts, processes insurance applications, assists with policy inquiries, conducts market comparisons, and maintains effective relationships with clients and producers.
Top Skills:
MS Office
Insurance
The Senior Financial Analyst will prepare budgets and forecasts, analyze revenue data, monitor data integrity, and assist accounting with monthly close procedures.
Top Skills:
ExcelOracle ProductsPower BIPowerquerySalesforceSQL
Insurance
The Analyst/Sr. Analyst will support the placement of Executive Risk Policies, assist with claims, and maintain client relationships for large/mid-sized businesses.
Top Skills:
Business SystemsInsurance
Reposted 5 Days AgoSaved
Insurance
Manage commercial insurance programs as a strategic partner, ensuring client satisfaction through risk assessment, service delivery, and business development.
Top Skills:
Ms Office SuiteSagittaSalesforce
Insurance
This role supports FP&A, focusing on producer compensation, financial analysis, monthly close support, and process improvement. Candidates will handle data analysis, reconciliation, and assist in budgeting and forecasting.
Top Skills:
ExcelOracle EpbcsSQLVBA
Insurance
Assist with client management and lead broker for surety transactional business, ensuring timely billing and developing client relationships.
Top Skills:
ExcelPowerPointSurepathWord
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