Participates in and completes a client management training program designed to prepare trainees for advancement to the position of Client Manager. Learns and participates in mock presentations, public speaking opportunities and work with Subject Matter Experts (SME). Upon graduation, trainee will demonstrate proficiency in performing client management duties under supervi

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 au

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 Creates marketing submissions and works with various carriers to obtain quotes as required; May negotiate prices, commissions, and/or co

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 employee

Assists assigned Account Directors in managing assigned clients' benefit programs as agreed upon by the client and ClearPoint; helps coordinate day to day management and administration of client employee benefit programs. ESSENTIAL DUTIES AND RESPONSIBILITIES Administers and helps manage day to day clients' comprehensive employee benefits programs; Coordinates and delegat