Top 283 Client service manager for financial advisor practice Jobs in Boston, Ma

Client Manager, Commercial, Real Estate
The Baldwin Group —Boston, MA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
7d
Senior Project Manager – Licensed Site Professional (LSP)
Pinchin LLC —North Andover, MA
- 7 years
- Management
- Master's degree
- Health savings account
- Flexible spending account
Quick Apply
Client Services Team Manager
North Atlantic Investment Partners, LLC. - Raymond James Financial Services, Inc. —Newton Lower Falls, MA
- $100,000 - $140,000 a year
- Full-time
- Office
- Math
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Senior Civil/Structural Engineer
Leidos —Framingham, MA
- $92,300 - $166,850 a year
- Extended hours
- Hybrid work
- Spanish
- Bachelor of Science
- Master's degree
Financial Advisor / Registered Representative / Agent
New York Life Insurance Company —Waltham, MA
- $90,000 - $300,000 a year
- Full-time
- Hybrid work
- Spanish
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply
Manager, People Strategy
Dana-Farber Cancer Institute —Brookline, MA
- $134,300 - $148,300 a year
- Full-time
- 5 years
- Analysis skills
- Bachelor's degree
2d
Trust Officer
MassMutual —Boston, MA
- $90,500 - $118,700 a year
- Background check
- 3 years
- High school diploma or GED
- Commuter assistance
- Paid holidays
Tax Manager - Public Accounting
Everforth, Cybercoders —South Boston, MA
- $130,000 - $165,000 a year
- Full-time
- Management
- CPA
- Office
- Disability insurance
- Health insurance
Quick Apply
Private Client Banker - Beacon Hill, MA
JPMorganChase —Boston, MA
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Senior Environmental Manager
The LiRo Group —Newton, MA
- $140,000 - $200,000 a year
- Urgently hiring
- Bachelor's degree
- US work authorization
- Senior level
Senior Environmental Manager
The LiRo Group —Newton, MA
- $140,000 - $200,000 a year
- Urgently hiring
- Bachelor's degree
- US work authorization
- Senior level
13d
Insurance Agent - Full Training Provided!
Aflac —Lynn, MA
- Full-time
- Leadership
- Entry level
- Under 1 year
- On-the-job training
- Life insurance
Quick Apply
14d
Civil/Structural Engineer
Leidos —Framingham, MA
- $73,450 - $132,775 a year
- Extended hours
- Hybrid work
- Spanish
- Bachelor of Science
- Office
Manager, Remote Accounting Services
Supporting Strategies —Boston, MA
- $35 - $45 an hour
- Full-time
- Remote
- Microsoft Outlook
- Writing skills
- Finance
- Work from home
- Opportunities for advancement
Philanthropic Client Manager
Bank of America —Boston, MA
- $90,800 - $158,600 a year
- Extended hours
- Research
- Mid-level
- Office
9d
Senior Practice Development Specialist
Ropes & Gray —Boston, MA
- $101,900 - $155,350 a year
- Hybrid work
- 5 years
- Writing skills
- Mentoring
- Health insurance
- Opportunities for advancement
Implementation Manager
Arcadia.io —Boston, MA
- $100,000 - $135,000 a year
- Full-time
- Remote
- Microsoft Word
- Mid-level
- SQL
Vice President, Head of HR Business Partners
Suffolk Construction Company, Inc. —Boston, MA
- $280,000 - $330,000 a year
- Full-time
- Oracle
- 11+ years
- Office
- Free parking
- Commuter assistance
Massachusetts – Senior Project Manager / Client Service Leader – Water & Wastewater
WSP —Boston, MA
- $145,400 - $259,100 a year
- 11+ years
- Mentoring
- US work authorization
- Disability insurance
- Health insurance
J.P. Morgan Advisors - Client Service Group Manager, Vice President - Boston, MA
JPMorganChase —Boston, MA
- $118,750 - $185,000 a year
- Full-time
- Word processing
- Mid-level
- Office
- Health insurance
- Tuition reimbursement

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Client Manager, Commercial, Real Estate

The Baldwin Group -
Boston, MA

Apply Now

Job Details

Full-time
7 days ago

Qualifications

Account management

Full Job Description

The mission is to be an integral part of the Commercial Lines team and partner with Advisors, Directors Risk Management, Client Service Specialists and others in the agency to deliver a high level of service to our commercial clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment.

PRIMARY RESPONSIBILITIES:

Maintain client files in Agency Management System accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices.
Compose professional business correspondence via letter, email, and/or other means
Capable for performing accounting/math related functions including invoicing, premium allocation, and other tasks as necessary.
Monitor claims as outlined by agency procedures. Communicate claims information to others in the agency and maintain up-to-date claims information in the system. Provide guidance and assistance to the insured in coordination with claims.
Interact with others effectively by utilizing good communications skills, cooperating purposefully, providing information and guidance, as needed, to achieve the goals of the company.
Attend client meetings with the Advisor or Director Risk Management, when requested
Assist co-workers in responding to client inquiries or processing work, when needed
Manage the day-to-day activities of client accounts including, but not limited to policy review, changes and updates, contract review for certificates processing, preparing renewal documents, marketing and negotiating insurance programs, filing surplus lines, review leases, and financial statements related to the client’s insurance.
Assists client inquiries via telephone and email, relaying information and follow up for timely service to the insured.
Counsel and advise client on coverage and exposure, recommending and placing additional coverage, as needed.
Actively seeks out referrals from the current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
Cultivates strong relationships with insurance company partners is responsible for knowing carrier requirements and attributes.
Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership.

KNOWLEDGE, SKILLS & ABILITIES:

Demonstrates effective presentation skills through both verbal and written communications.
Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and ability to learn any other appropriate insurance company and firm software programs.
Demonstrates the firm’s core values, exuding behavior that is aligned with the corporate culture.

EDUCATION & EXPERIENCE:

Must maintain a state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions.
3+ years of experience in a Commercial Account Manager role.

OTHER:

Fast paced, multi-tasking environment.
Travel as required.

IMPORTANT NOTICE:

This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Apply Now

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PRIMARY RESPONSIBILITIES:

Maintain client files in Agency Management System accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices.

Compose professional business correspondence via letter, email, and/or other means

Capable for performing accounting/math related functions including invoicing, premium allocation, and other tasks as necessary.

Monitor claims as outlined by agency procedures. Communicate claims information to others in the agency and maintain up-to-date claims information in the system. Provide guidance and assistance to the insured in coordination with claims.

Interact with others effectively by utilizing good communications skills, cooperating purposefully, providing information and guidance, as needed, to achieve the goals of the company.

Attend client meetings with the Advisor or Director Risk Management, when requested

Assist co-workers in responding to client inquiries or processing work, when needed

Assists client inquiries via telephone and email, relaying information and follow up for timely service to the insured.

Counsel and advise client on coverage and exposure, recommending and placing additional coverage, as needed.

Actively seeks out referrals from the current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.

Cultivates strong relationships with insurance company partners is responsible for knowing carrier requirements and attributes.

Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership.

KNOWLEDGE, SKILLS & ABILITIES:

Demonstrates effective presentation skills through both verbal and written communications.

Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and ability to learn any other appropriate insurance company and firm software programs.

Demonstrates the firm’s core values, exuding behavior that is aligned with the corporate culture.

EDUCATION & EXPERIENCE:

Must maintain a state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions.

3+ years of experience in a Commercial Account Manager role.

OTHER:

Fast paced, multi-tasking environment.

Travel as required.

IMPORTANT NOTICE: