12 jobs found in westlake

Description Summary: The Mortgage Loan Officer - Retail position provides Simply the Best customer service to each customer at all times. Responsibilities include using internal and external referral sources to develop mortgage loan business; builds and maintains business relationships within the community. Duties & Responsibilities: Develops new and expands internal and external referral sources to grow mortgage business Using consultative selling techniques, advises clients on mortgage loan options and other financial products. Provides excellent customer service from approval through closing, working closely with loan origination sources to secure and verify all information required for underwriting. Responsible for maintaining client relationships. Advises customers on the completion of loan applications. Performs other duties as assigned. Basic Qualifications: High school diploma or GED...

Small Business Unit Commercial Account Manager Location: Ohio or Kentucky Employment Type: Full-Time and Hybrid based in one of our locations Job Summary Are you an organized, detail-driven insurance professional who thrives in a fast-paced service environment? As an SBU Commercial Account Manager (SBCAM ), you’ll support and retain a high-volume portfolio of small business commercial lines clients. You’ll handle day-to-day servicing needs, ensure policy accuracy, process transactions efficiently, and deliver the responsive, relationship-focused service our clients rely on. This role is ideal for a licensed insurance professional with at least one year of commercial lines experience who enjoys problem-solving, managing multiple priorities, and helping small businesses feel protected and supported. Responsibilities Build & Maintain Client Relationships Develop strong working relationships with clients, underwriters, and producers Maintain high...

CopperPoint has an exciting opportunity for a fully remote Sr. Claims Assistant. This role provides critical clerical and administrative support to claim adjusters and the claim management team throughout the claim management process. As a senior-level assistant, this position works with a high degree of independence, takes on greater responsibility, and contributes to the training and development of less experienced staff.   Job responsibilities: Provide clerical/administrative support to the workers compensation claim adjusters and the claim management team. Issue notices and letters timely and accurately in accordance with statutory guidelines. Successfully pass all regulatory, internal and external audits Process payments and benefits timely and accurately Follow special handling instructions regarding client-specific processes and procedures. Accurately maintain related claim processing and procedure records. Keep files on current diary...

CopperPoint Insurance Company has an exciting opportunity for a full-time remote Sr. Claims Adjuster, Workers' Compensation. The Sr. Claims Adjuster, Workers' Compensation will investigate, manage, and resolve claims in a timely, unbiased, and informed manner in compliance with policies, state laws, and regulatory performance standards.   Job responsibilities: Knowledge of policy documents for coverage verification. Provide account servicing support on claim issues to policyholders including travel as required. Investigate, determine compensability, and manage time loss claims consistent with jurisdictional requirements. When necessary, attend In-Person meetings with injured workers, employers, and medical providers When necessary, assign investigators, attorneys, medical consultants, and others to facilitate claim determinations and plans of action. Follow up with injured workers, policyholders, and medical providers to monitor progress....

Description Syndicated Loan Specialist Summary This role is responsible for the administration and servicing of syndicated leveraged loan transactions, with a primary focus on Term Loan B (TLB) structures and secondary market trade settlements. It involves managing complex loan closing and servicing activities, interpreting credit agreements, and ensuring timely and accurate execution of secondary loan trades in coordination with trading desks, counterparties, and settlement platforms. Additionally, the role includes oversight of portfolio activities, processing of payments and advances, handling incoming and outgoing wire transactions, managing investor settlements, and ensuring accurate loan balancing, all while maintaining a high level of operational efficiency and attention to detail in a fast-paced environment. Job Description/Key Responsibilities Complete all incoming loan transactions within...

Description Summary: The Treasury Management Specialist is responsible for the identification and execution of cross-sales across an existing Business Banking Treasury Management portfolio. Duties & Responsibilities: Compiles data for TM Sales Advisors, completed relationship reviews, and pro-forma pricing analyses and handles client's sales needs. May have direct responsibility across a certain portion of an Advisor's portfolio. Direct sales via telephone as well as individual and joint calls with advisors and/or Relationship partners is required. Minimal travel may be required. Responsible for contributing to team revenue goals through identified sales opportunities. Must be able to independently manage workflow and expectations of the role with little oversight. Proactively manage portfolio and all risk related and pricing activities. Responsible for executing and accurately completing special...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Regional Sales Director is responsible for brokering group medical, dental, vision, and life benefit plans for Western Growers Health to new and/or existing member employer groups, selling directly and through broker partners. Regional Sales Directors are expected to act as an advisor throughout the Broker community. This is a sales position responsible for initiating new...

Client Support Specialist – Standard Commercial Lines Location: Ohio, Kentucky or Florida Employment Type: Full-Time, Hybrid, based in one of our locations Why Join Us? Build a rewarding career in the commercial insurance industry with opportunities for growth and advancement. Work in a supportive, collaborative environment focused on teamwork and exceptional client service. Take advantage of ongoing training, licensing support, and continuing education opportunities. Gain valuable experience with commercial insurance operations, carrier systems, and diverse client accounts. Develop your technical insurance expertise while expanding your professional skills and industry knowledge. Position Summary We are seeking a Client Support Specialist who provides administrative and technical support to the Commercial Lines Department by assisting with the daily processing of incoming and outgoing business activities. This position partners closely with Commercial...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. DUTIES & RESPONSIBILITIES: Establishes and maintain strong business relationships with clients and insurance carriers. Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data Acquires understanding of clients’...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Account Manager manages a book of insurance business, and provides professional, courteous service to clients, carrier representatives, underwriters, business partners. Supports Producers and/or Account Executives in obtaining, maintaining, and expanding business. DUTIES & RESPONSIBILITIES: Works closely with Producers and other HUB personnel on all aspects of...

Standard Commercial Account Manager Location: Ohio Employment Type: Full-Time and Hybrid Job Summary Are you a relationship-driven insurance professional who thrives on delivering exceptional service? As a Commercial Account Manager (CAM ) you’ll play a key role in supporting and retaining a diverse portfolio of commercial lines clients. You’ll be the go-to expert for coverage placement, policy maintenance, problem resolution, and overall client satisfaction. This position is ideal for a licensed insurance professional who enjoys building meaningful client relationships, navigating complex coverage needs, and helping businesses feel confident and protected. Responsibilities Build & Maintain Strong Relationships - Develop trusted partnerships with clients, underwriters, and producer - Maintain high satisfaction within your assigned book of business - Collaborate with carriers and specialty markets to find the best placement for clients Support...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. WHY CHOOSE HUB? Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development.  Our entrepreneurial culture fosters an...