SUMMARY. Responsible for providing customer service and assisting Producers and the service team in the support of existing accounts and the solicitation of new business. This position may include independent responsibility for the servicing and retention of assigned customers and/or policies. . ESSENTIAL DUTIES AND RESPONSIBILITIES. Supports Producer in developing new business opportunities for existing clients and prospects. Initiates renewal p...
SUMMARY. Responsible for providing customer service and support to assist Producers and service team in supporting existing accounts and soliciting new business. This position may include independent responsibility for the servicing and retention of assigned customers and/or policies. ESSENTIAL DUTIES AND RESPONSIBILITIES. Packages and markets applications to various carriers to obtain quotes. May negotiate prices, commissions, and/or coverages w...
SUMMARY. 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 ...
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....
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 satisf...
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. Receives and develops new business leads from P...
Alliant Insurance is hiring a Sr. Operations & Planning Associate at Sequent Planning. . Sequent Planning is a registered investment adviser (RIA) committed to supporting its investment advisor representatives with everything they need to design holistic retirement plans that impact clients’ lives. . POSITION HIGHLIGHTS: Our Sr. Operations & Planning Associate will be responsible for the efficiency of the operations, onboarding and training of in...
SUMMARY. Responsible for providing customer service and support to assist Producers and service team in supporting existing accounts and soliciting new business. This position may include independent responsibility for the servicing and retention of assigned customers and/or policies. ESSENTIAL DUTIES AND RESPONSIBILITIES. Packages and markets applications to various carriers to obtain quotes. May negotiate prices, commissions, and/or coverages w...
Virtual within Eastern, Central or Mountain time zones only. . 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. Analyzes certificate, endorsement, and a...
Alliant Insurance is hiring a Customer Service Representative at Breitenfeldt Group. . Breitenfeldt Group is a health insurance brokerage specializing in Medicare insurance. Started in 1996, Dennis Breitenfeldt has grown the agency from the dash of his Pontiac Grand Am to now employing more than 50 people in eight offices across Minnesota and Wisconsin. . SUMMARY. . Our Customer Service Representative will be Responsible for providing a wide vari...
SUMMARY. 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. Set-up prospect and customer files. set-up and process dead files. conduct miscellaneous filing. Answers telephone and routes calls to others. operates fax machines, scanners, printers and copiers. Assists service team with assembly of ...
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....
