26 client relationship assistant jobs found in Charlotte

National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers’ evolving needs. We offer home, auto and accident and health insurance, as well as other specialty niche insurance products, through a large network of independent insurance agents, as well as directly to consumers.  Job Description The Administrative Assistant Associate III role is responsible for supporting the department with the routine day to day administrative tasks. The role processes and prepares presentations and documents for their designated area along with solving problems related to specific tasks with minimal supervision. The Associate III is responsible for coordinating schedules to set up meetings via virtual or in person and screen telephone calls. We are seeking a Claims Admin in North Carolina for a hybrid role based in either our Charlotte or Winston‑Salem offices. Responsibilities include claims...

Position Title Executive Assistant   Location Charlotte, NC 28202   Job Summary The Executive Assistant is responsible for enhancing the effectiveness by providing advanced information management support (typically at an Executive or high-level management level), administrative support and organizational support. Responsible for handling a wide and complex range of administrative and executive support related tasks working under minimal supervision. Interact with staff (at all levels) in a fast-paced environment, sometimes under pressure and remains flexible, proactive, resourceful and efficient, with a high level of professionalism and confidentiality. Also responsible for gathering information to prepare reports, assisting with the planning of events, managing and directing certain inquiries, managing and prioritizing meetings for the executive and assisting with the creation of timely communications within the division. May be required to apply knowledge of assigned...

Description Summary: The Leveraged Finance Execution team at Huntington has primary responsibility for the structuring, underwriting, and portfolio management of financial sponsor and leveraged finance transactions for Huntington’s private equity and corporate clients across multiple specialty industry and client coverage groups, delivering the Bank’s balance sheet capital commitments in support of these transactions. Leveraged Finance Execution is highly coordinated with Huntington’s Capital Markets, Investment Banking and Sponsor Coverage teams to drive new revenue growth by delivering comprehensive financing solutions to these clients. Post-closing transactions, the team is responsible for the appropriate monitoring and management of the portfolio of these capital commitments. Duties and Responsibilities: Build and manage the team, assist in setting policy and strategy, oversee workflow and...

Description This position is available to be filled at any Huntington Bank Corporate office location. The Underwriting Commercial Portfolio Manager – Technology Finance (HTF) performs ongoing credit monitoring duties on assigned portfolio of commercial relationships (comprised of large, complex credit profiles) in accordance with established monitoring requirements, including quarterly, semiannual, and annual reviews. A critical component of the credit monitoring role is early identification of emerging credit problems and industry trends requiring strong analytical, organizational and time-management skills while maintaining a high standard of accuracy and professionalism. Additional responsibilities may include underwriting new credit requests for prospects and existing clients. Duties and Responsibilities: Obtain, review and analyze borrower financial statements, including but not limited to SEC...

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is the one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term Disability...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Client Service Specialist executes all administrative tasks related to account management and policy servicing. These duties include processing policy endorsements, renewals, cancellations, and maintaining accurate account records.  The Client Service Specialist ensures timely and accurate handling of client requests, policy updates, and back-end service work to support the overall client experience and meet internal compliance standards.   A GLIMPSE INTO YOUR DAY Orders...

Description Summary: The Analyst supports the Huntington Corporate Banking team with ongoing client coverage activities.  In this role, the Analyst will develop skills in relationship management including product knowledge and positioning, target market determination, credit and return analysis, client presentation preparation and delivery, and industry research,  The Analyst will generally support a specific Corporate Banking industry team and will also collaborate with internal partners including Product Partners, Credit Underwriting, Credit Administration, Capital Markets, and others. The Analyst position is an entry-level developmental role for colleagues seeking a career in Relationship Management; but may also be constructive for a colleague seeking a path to Portfolio Management, Credit, Capital Markets, or many other Commercial roles within the Bank.  Duties & Responsibilities: Work directly with...

Join us at Towne Insurance! Your Career. Your Future. Your Towne.  Towne Insurance is hiring a Commercial Lines Account Manager to join our Charlotte team. The Commercial Lines Account Manager is responsible for providing professional service to new and existing clients in a timely and accurate manner. About Us Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education. We hire motivated, self-directed professionals who desire to give back to their communities. About the Role Works closely with risk advisors and other Towne personnel on all aspects of client service, marketing, and renewal. Provides...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Brokerage Consultant is responsible for driving sales of life and/or annuity insurance products through wholesale distribution channels, including independent brokers, financial advisors, and agencies. This role combines product expertise, relationship management, and strategic sales initiatives to grow market share, achieve revenue targets, and support the success of wholesale partners. A GLIMPSE INTO YOUR DAY Identifies and cultivates relationships with wholesale...

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 environment...

Description Sponsor and Leveraged Finance – Portfolio Management Associate Description Summary: The Sponsor and Leveraged Finance Portfolio Management Associate supports the Credit Products team and ongoing portfolio management and underwriting activities.  In this role, the associate will build upon the foundation set as an Analyst in areas such as cash flow analysis and modeling, capitalization, industry research, credit policy and legal documentation, among others, in analyzing and summarizing the creditworthiness of clients and prospects.  The Associate will also frequently collaborate with internal partners including Relationship Management, Credit Administration, Capital Markets, and other product partners in creating such analysis.  Duties & Responsibilities: Manage a portfolio of commercial loans and customers in partnership with the assigned relationship manager, Group Leader, PM Team Leader,...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Global Mobility Specialist to join our Global Mobility Team in Charlotte, NC (strongly preferred), Newport Beach, CA, or Omaha NE. As a Global Mobility Specialist, you’ll move Pacific Life and your career forward by acting as an internal consultant to employees, managers, Talent Acquisition (TA) and People Experience (PX),...

Description This position is available to be filled at any Huntington Bank Corporate office location. The Underwriting Commercial Portfolio Manager – Technology Finance (HTF) underwrites credit exposure for large, complex customer relationships and circumstances and actively manages a portfolio.  Includes day-to-day interaction with assigned Sales Reps, management of portfolio risk, and adherence to all regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry trends.    Duties and Responsibilities: Services, deepens, and retains assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. Responsible for underwriting quality, portfolio administration, and credit quality of assigned...

With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. Job Summary Under direction, provide underwriting and marketing duties by providing high levels of financial analysis, risk assessment and technical underwriting expertise to determine credit quality and underwriting acceptability. Responsibilities and Accountabilities Gather and analyze information, applying appropriate underwriting techniques, necessary to make an accurate evaluation of credit quality & acceptability of risk Prepare and conduct marketing activities within assigned territory/agencies; manage producers within territory including premium collection; Responsible for developing and managing a book of business, meeting/exceeding profitability objectives as...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.    We’re actively seeking a talented Supervisor to join our Life Inforce Operations team in Charlotte, NC. As an Operations Supervisor, you’ll move Pacific Life, and your career, forward through service excellence in quality and efficiency of processing, meeting established service level commitments, and leading positive interactions with customers. Our team plays...

Join us at Towne Insurance! Your career. Your future. Your Towne. Towne Insurance is hiring a Benefits Consultant to join our Charlotte, NC team. The Benefits Consultant role is a sales-oriented position requiring advanced communication and negotiating skills, a thorough knowledge of group health and life products, and a proven ability to pursue and close sales developed through leads by bank personnel and one's own relationships. About Us Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education. We hire motivated, self-directed professionals who desire to give back to their communities. About the Role...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Account Manager, Small Business Unit manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans.  The Account Manager remains knowledgeable of advances in the insurance business as well as stays abreast of the types of insurance products available.  A GLIMPSE INTO YOUR DAY Serves as the main point of contact for the clients,...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FOR The Account Manager manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans.  The Account Manager remains knowledgeable of advances in the insurance business as well as stays abreast of the types of insurance products available.  A GLIMPSE INTO YOUR DAY Serves as the main point of contact for the clients, addressing...

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term Disability...

Join us at Towne Insurance! Your Career. Your Future. Your Towne. Towne Insurance is hiring a Risk Advisor - Select Business Unit. This is a sales-oriented position that requires strong communication and interpersonal skills, attention to detail, and the ability to gain an understanding of the prospect’s needs. A Select Business Unit Risk Advisor is responsible for assisting clients in identifying their insurance needs, recommending appropriate coverage options, and explaining policy features, benefits, and costs. This commercial insurance sales position requires a strong focus on building relationships and trust with our TowneBank branch affiliates. About Us Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our...