49 client specialist jobs found in Atlanta

The role The Client Portfolio Specialist is responsible for overseeing and executing the investor experience for WTW Specialist Portfolio Solutions (SPS) clients including:  Lead relationships for clients utilizing WTW’s asset management services through fund solutions or bespoke portfolios Collaborate with the investment consulting team to support client management needs for relationships where WTW delivers advisory consulting and SPS services Serve as the primary point of contact internally and externally for investor questions and facilitate connectivity with the right center of knowledge Proactively anticipate client needs and requests  Identify potential opportunities for relationship expansion  Participate in new business opportunities (support SPS growth function), with an emphasis on private markets Identify areas for operational and service efficiencies  Oversee and manage the production of fund investor collateral...

At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity.   Associate Role – Wealth Investment Specialist    This is an exciting and pivotal role, as part of our newly formed US Solutions & Strategic Initiatives team in our Investments line of business. As part of the team, you'll play a key role in driving forward our wealth and solutions strategy and contributing to our value proposition, while growing and servicing our strategic partners and client base. Key responsibilities will include:   Support development efforts of new WTW investment and asset allocation solutions Engage in...

Overview The RMIS Sales Solution Architect is a deep domain expert in risk management information systems who applies that expertise across the RMIS opportunity portfolio to shape what Origami sells and how we win. The role owns solution definition, architecture, delivery feasibility, and technical qualification, and contributes to competitive strategy, deal economics, and commercial decision-making. Engagement depth scales with deal complexity, with the most rigorous process discipline applied on strategic and enterprise deals. The SSA operates within a defined deal governance process, applies a structured deal health score that captures competitive, commercial, and delivery risk, and produces the artifacts required to align sales, solutions, and services leadership on how we win. Responsibilities Solution Definition . Define the solution Origami should propose for each opportunity, including...

Description Summary: The Private Bank Service Specialist II is responsible for the day-to-day activities and interaction between the client and Huntington Bank in terms of establishment of documentation, maintenance, and servicing of the relationship.  Partners with one or more Wealth Advisors to support the sales process and deliver exceptional service to high-net worth clients. The Service Specialist II is also responsible for maintaining a detailed level of knowledge of products and services to provide Service Excellence for our clients.  The Service Specialist II will maintain focus and awareness of identifying, assessing, and managing risk and adhering to policies and procedures.  Service coverage for multiple practices (Private Banking, Trust, & Investment Management). Duties & Responsibilities: Responsible for the day-to-day activities and interaction between the client and Huntington in terms...

Greyling Insurance Brokerage & Risk Consulting, a division of EPIC, is a specialty insurance brokerage and risk consulting firm focused on construction and design professionals. What differentiates us is our construction industry expertise. Our leaders have prior experience as practicing construction lawyers (in-house and outside), engineers, consultants, and underwriters – giving us a unique and unmatched insight into how A/E firms operate, deliver projects, and manage risks. With respect to insurance, we place many of our largest clients who qualify in highly profitable group captive programs that have saved millions, and we do so for more A/E firms than all other insurance brokers combined. We’ve been so successful, that now we’re looking to grow our team!   JOB OVERVIEW: The Account Specialist’s main responsibilities are to support the broker with providing top-notch client services. This role assists with producing client submissions, proposals,...

Greyling Insurance Brokerage & Risk Consulting, a division of EPIC, is a specialty insurance brokerage and risk consulting firm focused on architect and engineering firms. What differentiates us is our construction industry expertise. Our leaders have prior experience as practicing construction lawyers (in-house and outside), engineers, consultants, and underwriters – giving us a unique and unmatched insight into how A/E firms operate, deliver projects, and manage risks. With respect to insurance, we place many of our largest clients who qualify in highly profitable group captive programs that have saved millions, and we do so for more A/E firms than all other insurance brokers combined. We’ve been so successful, that now we’re looking to grow our team!   JOB OVERVIEW: The Broker’s main functions are to provide day-to-day customer services including completing ad hoc projects as needed, responding to client questions, providing insurance program design and...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary As our Voluntary Benefits Specialist, you will step into a vital role supporting our client’s HR department in the administration of Voluntary Benefit contracts with The Standard. This position offers the unique opportunity to become a trusted advisor, empowering customer representatives and insured members to fully understand both the coverage and benefit features of...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose:   This position is the subject matter expert for their designated business line of products and solutions. Through proactive support and engagement, they provide consultation to Sales Partners and Credit Unions to address specific client needs to attract, retain, and grow business within assigned customer accounts in the Region Segment. Territory of coverage would...

Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex. Grow your career with a rapidly growing company that invests in its people and their ability to drive real progress. RESPONSIBILITIES Position oversees overall loss control service direction, coordination, and evaluation of new business and dedicated accounts in their respective regional office.   Helps to ensure quality accounts are added to the portfolio while also assessing individual account service needs once bound.  Monitors loss development on the book of business and readily perform and deploy loss control resources where needed to maintain profitability and...

Description Summary: The CRE Loan Closing Specialist Sr. is responsible for initiating and driving the loan closing process, and for the integrity of the loan closing, due diligence, and documentation while managing and expediting complex and concurrent processes and organizing all necessary documentation to finalize complex Commercial Real Estate loan transactions. The CRE Loan Closing Specialist Sr. ensures accuracy, compliance with regulations, and coordinates activities, decisions, and communications with various parties involved, such as lenders, borrowers, legal teams and other third parties.  This position involves meticulous attention to detail and a thorough understanding of Commercial Real Estate loan terms including legal concepts, collateral acceptability, and final closing conditions. Expertise in review and interpretation of deal structures and legal documentation along with working through “gray...

  The Company At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance.  Working shoulder to shoulder with you, we uncover opportunities for sustainable success and provide perspective that moves you.  The Business WTW Investments delivers insight‑led investment advice, delegated investment and OCIO solutions, and specialist investment capabilities to help clients navigate increasingly complex investment challenges. Within the US Wealth market, WTW acts as an investment engine for wealth managers, intermediaries, and platforms —bringing together global research, open‑architecture solutions, and a strong fiduciary mindset to drive sustainable growth and better outcomes.   The Role...

Location: Atlanta, GA About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: As an Employee Benefits Consultant, you will play a pivotal role in managing client relationships and providing strategic guidance in the realm of health and benefits. Success in this position requires a deep understanding of health and...

Why Join Risk Consulting at AIG?   Risk Consulting at AIG is about teamwork! It is about utilizing your resources, working together to solve real world problems, and making a positive impact on our client’s futures. When asked, “why do we enjoy what we do?” The answer is simple, the people.   The role of an Account Risk Engineer is critical to what we do at AIG, both as a risk management resource to our clients and as a leading global insurance organization. Account Risk Engineers are responsible for working with clients to identify and mitigate risks to their business such as fire, flood, windstorm, equipment breakdown etc.  A Day in the Life   Looking for variety and a challenge? Client’s range in size, scope and complexity. One day you may be discussing the loss prevention strategy on an account with an underwriter, the next, surveying a manufacturing plant or diving into the contingent business interruption risks of an account. The key to success isn’t about being...

You will be a key member of the client service team, engaging directly with clients and establishing relationships across all levels of the client organization. You will substantially contribute to the management of projects, leveraging your experience as a benefits expert to make recommendations on plan design and management for the full array of health and benefits programs. You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as a pivotal point of contact on projects and working alongside industry experts on cutting edge solutions. Play a lead role in the design and management of group medical, dental, wellbeing, life, disability and absence management benefits for clients. Responsibilities include:  Materially contributing to and/or leading project management; monitoring progress against established objectives, budgets, timelines, deliverables and quality standards; and serving as day-to-day...

About the role Lexington has an opportunity for a Senior Production Specialist on the U.S. Builders Risk team specializing in underwriting primary, quota share and excess construction risk opportunities.  The Senior Production Specialist is expected to work effectively in an independent manner to successfully manage his/her book of business of new and renewal production along with executing the profitability strategy for the territory’s portfolio. A Senior Production Specialist must be able to illustrate sufficient technical analysis and underwriting acumen combined with marketing and sales skills to meet underwriting goals (i.e., achieve growth targets and maintain overall profitability). In addition, the ability to coach, train and develop current staff to their fullest potential is required. What you need to know: As a senior underwriter on the builder's risk team, you are respected for your technical expertise and/or ability to oversee complex programs and processes....

Locations: Atlanta, GA Arlington, VA Nashville, TN Hunt valley, MD Knoxville, TN Tampa, FL The Senior Associate will play a lead role in the design and management of group medical, dental, wellbeing, life, disability and absence management benefits for clients. As a Health and Benefits Senior Associate, you will be a key member of the client service team, engaging directly with clients and establishing relationships across all levels of the client organization. You will substantially contribute to the management of projects, leveraging your experience as a benefits expert to make recommendations on plan design and management for the full array of health and benefits programs. You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as a pivotal point of contact on projects and working alongside industry experts on cutting edge solutions.   The Role: Play a lead role in the design and management...

Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex. Grow your career with a rapidly growing company that invests in its people and their ability to drive real progress. RESPONSIBILITIES Position oversees overall loss control service direction, coordination, and evaluation of new business and dedicated accounts in their respective regional office.   Helps to ensure quality accounts are added to the portfolio while also assessing individual account service needs once bound.  Monitors loss development on the book of business and readily perform and deploy loss control resources where needed to maintain profitability and...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

At AIG, we are reimagining the way we help customers to manage risk. Join us to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Lexington Insurance AIG’s Lexington Insurance Company is the leading US-based surplus lines insurer. For over 50 years, it has provided flexible solutions to companies and organizations of all sizes – from Fortune 100 corporations to small and middle market entities. Lexington is renowned for its ability to help brokers find solutions to the most challenging insurance needs of their clients. Drawing on their entrepreneurial spirit, colleagues are encouraged each day to rise to challenges and embrace opportunities to make a difference. How you will create an impact Produce, underwrite, manage and service a profitable book of miscellaneous medical facilities and allied healthcare business. Utilize underwriter authority in accordance with the published underwriting...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Accounts Payable Specialist **HYBRID schedule Monday - Friday 9AM - 6PM PRIMARY PURPOSE : To administer banking services for clients and local offices; to confirm check clearances and make stop payments; to enter voids into the claims management system; and to provide cleared check copies when requested. ESSENTIAL FUNCTIONS and RESPONSIBILITIES Issues stop payments using bank software. Enters voids into claims management system. Completes bank deposit...