Email Alert for
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Lockton Companies
San Francisco, CA, United States
At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent ser
Job Source: Lockton CompaniesLockton, Inc.
San Francisco, CA, United States
Job Summary: • Services designated book of business as relating to marketing, claims, and administration • Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolution • Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan d
Job Source: Lockton, Inc.Invictus Talent Solutions
San Francisco, CA, United States
Strategic Accounts - Sales Team Financial Services Practice - Sales Team (Experience with Financial Services Key) Position Overview: As the Sales Manager for strategic accounts, you will be responsible for leading all aspects of the sales process, development of specific sales strategies, and coordination with delivery team leadership and operat
Job Source: Invictus Talent SolutionsLockton Companies
San Francisco, CA, United States
At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent ser
Job Source: Lockton CompaniesUpstart
San Francisco, CA, United States
About Upstart Upstart is a leading AI lending marketplace partnering with banks and credit unions to expand access to affordable credit. By leveraging Upstart's AI marketplace, Upstart-powered banks and credit unions can have higher approval rates and lower loss rates across races, ages, and genders, while simultaneously delivering the exceptional
Job Source: UpstartFractional AI
San Francisco, CA, United States
About Fractional AI Fractional AI is the dev shop for applied AI. We solve hard AI-driven problems that our customers don't have the resources or know-how to staff themselves – cutting through jargon and flashy demos to get AI into production, fast. Every C-suite in the country is trying to bridge the gap between AI in theory and AI in practice. We
Job Source: Fractional AIScale AI
San Francisco, CA, United States
[Full Time] Account Executive, Strategic - Financial Services/Insurance at Scale AI (United States) | BEAMSTART Jobs Account Executive, Strategic - Financial Services/Insurance Scale AI United States Date Posted 16 Mar, 2023 Work Location San Francisco, United States Salary Offered $125000 — $175000 yearly Job Type Full Time Experience Requir
Job Source: Scale AIQcells USA Corp.
San Francisco, CA, United States
HES America Ltd.(“HES”), an affiliate of HQCA, comprises of Axia Solar, a residential solar system installer and EnFin which is a financial services company that provides financing for residential solar customers. HES is looking for a consolidation accounting director to perform the critical accounting roles related to our residential renewable ene
Job Source: Qcells USA Corp.San Francisco, CA, United States
Job Summary:
• Services designated book of business as relating to marketing, claims, and administration
• Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolution
• Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier
• Gathers and compiles exposure information from the Client
• Requests and collects quotes (new and renewal) from carrier
• Audits quotes, binders, and endorsements and makes requests for changes as needed
• Receives policy, then updates and completes policy check to ensure completene
• Updates specifications, application, and summary information to reflect changes during the year
• Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff
• Binds coverage under direction of the Unit Manager/Account Executive
• Informs Client of any and all changes that may affect insurance premiums or coverage
• Gathers and compiles information for new business opportunitie
• Inputs Client information into data management system, ensuring accuracy and completene
• Generates materials for Client presentations and meeting
• Creates and sends compliance communications as needed
• Issues and processes Client invoicing
• Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancie
• Researches industry trends and governmental regulation
• Performs other responsibilities and duties as needed
Requirements:
• Bachelor's Degree in Business Administration or related field and/or years of experience equivalent
• Typically, three to seven years of Client services experience is required
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Strong verbal and interpersonal communication skills required
• Understands industry trends and governmental regulation
• Ability to complete continuing education requirements as needed
• Ability to attend company, department, and team meetings as required, including industry training session
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
• Ability to efficiently organize work and manage time in order to meet deadline
• Ability to travel by automobile and aircraft
• Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
• Ability to work on a computer for a prolonged amount of time
• Ability to work outside of normal business hours as needed
• Legally able to work in the United State
#J-18808-Ljbffr
Email Alert for Account Manager- Financial Services jobs in San Francisco, CA, United States
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.