8 client experience representative jobs found in Boston

The Mid-Market Account Manager plays a vital role on our Commercial Lines Service team and is at the center of delivering exceptional client experiences. This position partners closely with Account Executives to help design, support, and execute tailored insurance solutions for a diverse portfolio of mid-market commercial clients. You will be actively involved in the service, placement, and growth of accounts, making a meaningful impact on both client success and the overall business. In this role, you will thrive by staying organized, managing and interpreting data, and ensuring accurate documentation within agency management systems. Strong attention to detail, the ability to follow established processes, and the skill to balance multiple priorities are essential. This is an excellent opportunity for someone who enjoys collaboration, problem solving, and contributing to a fast paced, client focused environment. This is a hybrid role that can sit in either our Boston or...

We are seeking a Senior Private Client Relationship Manager to join our Private Client team. In this role, you will serve as a trusted advisor to high-net-worth individuals and families, delivering personalized insurance solutions and exceptional service. The ideal candidate brings deep expertise in complex personal lines insurance, a relationship first approach, and a proven ability to build lasting client partnerships while providing strategic risk management guidance. Your Impact Conduct comprehensive needs assessments to identify clients' unique risk profiles and insurance requirements across various lines (e.g., personal lines, specialty coverages, excess liability). Cultivate and maintain strong, long-term relationships with a portfolio of high-net-worth individuals and families. Develop and present tailored insurance solutions, demonstrating expertise in policy structures, coverage limits, and premium considerations. Act as the primary point of contact for clients,...

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...

The Commercial Risk Client Executive is responsible for leading the management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients. Sr Client Executive must also evaluate and educate clients on missing or newly available coverage options. POSITION SUMMARY:   The Commercial Risk Client Executive is responsible for leading the management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients. Sr Client Executive must also evaluate and educate clients on missing or newly available coverage options.   PRIMARY RESPONSIBILITIES:   The Commercial Risk Client Executive is responsible for leading the management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients. Sr Client Executive must also evaluate and educate clients on...

The Client Executive is responsible for the management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients. He/she must also evaluate and educate clients on missing or newly available coverage options. Position Summary: The Commercial Risk Client Executive is responsible for the management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients. He/she must also evaluate and educate clients on missing or newly available coverage options. Principal Responsibilities: Acquires and retains large, complex clients through a deep understanding of risk, risk mitigation, and insurance architecture and the ability to leverage and effectively communicate that knowledge in direct alignment with client operations. Develops trusted partnerships with key insurance company partners and broker representatives. Leads...

Salem Five is a growing regional financial services organization with a rich history of over 170 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers.   Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we’re all about.   JOB DUTIES AND RESPONSIBILITIES include, but are not limited to...

JOB DESCRIPTION SUMMARY: The mission is to be an integral part of the team and partner with sales and service colleagues to deliver a high level of service to our 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: Manage day-to-day activities of client accounts including, but not limited to, policy review, changes and updates, contract reviews, preparing renewal documents, marketing and negotiating insurance programs, and financial statements related to the client's insurance. Responsible for assisting in establishing and maintaining appropriate carrier relationships Maintain client files in AMS accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices. Manage client inquiries and work...

Description About Capstone Partners: Capstone Partners is one of the largest and most active investment banking firms in the U.S. For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services. Headquartered in Boston, the firm has 175+ professionals in multiple offices across the U.S. With 12 dedicated industry groups, Capstone delivers sector-specific expertise through large, cross-functional teams. Capstone is a subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN). For more information, visit...