12 client service advisor jobs found in Charlotte

Description Summary: HFA Service Specialists provides client relationship building partnerships with Advisor(s) and is responsible for the day-to-day activities and interaction between the client and Huntington, in terms of the establishment, documentation and maintenance of the relationship.  ​ Duties and Responsibilities: Day to day activities and interaction between the client and Huntington in terms of establishment, documentation, maintenance and servicing of the relationship, including the Digital Experience. ​ Services customers by providing detailed information on specific accounts and building rapport.  Responsible for identifying, researching, analyzing and resolving complex problems with accounts. ​ Works directly with the client and/or relationship manager to obtain financial information or other documentation needed for new accounts, loans and servicing requests. ​ Responsible for...

Company: Marsh McLennan Agency Description: Marsh McLennan Agency Client Executive, Business Insurance Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Executive at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Client Executive on the Business Insurance team, you’ll d evelop...

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 Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts. The individual in this position conducts research in the market and develops a base of business to educate, promote and sell insurance services, keeps current on business community activities to obtain leads for business development activities, and maintains and services a profitable book of insurance business for existing clients. The Risk Advisor projects a...

Join us at Towne Insurance! Your Career. Your Future. Your Towne. Towne Insurance is hiring a Private Client Risk Advisor to join our Charlotte team. This position requires a sales and relationship-oriented individual with advanced communication skills and knowledge of private client personal products and coverages to work within Towne Insurance Private Client Group, an independent agency. The position is responsible for providing personalized insurance solutions to high net-worth clients, ensuring their unique needs are met with the utmost care and attention. 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...

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 Complex Claims Advisor (REMOTE) Are you looking for an opportunity to join a global industry leader where you can bring your big ideas to help solve problems for some of the world’s best brands?   Apply your knowledge and experience to adjudicate complex customer claims in the context of an energetic culture.  Deliver innovative customer-facing solutions to clients who represent virtually every industry and comprise some of the world’s most respected organizations....

Description Summary: The Personal Production Assistant position provides administrative support for a sales function or one or more MLOs and is responsible for the day to day activities and interaction between the client and Huntington, in terms of the establishment, documentation, maintenance and servicing of the relationship. Responsible for identifying, researching, analyzing and resolving complex problems with accounts. Makes routine decisions in the absence of an officer. Advises and counsels clients on bank products and services. Assists the sales function or an MLO by processing and maintaining accurate and complete documentation. Compiles information from a variety of sources to prepare various reports. Responsible for file setup, ordering titles and appraisals, analyzing appraisals and title review. Prepares files for underwriting/validation. Validates and sends files to Corporate 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 Claims Team Lead - Liability Are you looking for an opportunity to join a global industry leader where you can bring your big ideas to help solve problems for some of the world’s best brands? · Apply your knowledge and experience to adjudicate complex customer claims in the context of an energetic culture. · Deliver innovative customer-facing solutions to clients who represent virtually every industry and comprise some of the world’s most respected...

Position Title Relationship Manager (VP) - Technology, Media and Communications   Location Charlotte, NC 28202   Job Summary This position is within the Technology, Media and Communications Specialized Industry Corporate Banking coverage vertical. The Relationship Manager (VP level) will assist senior coverage bankers in the delivery and execution of the full spectrum of capital markets, advisory and corporate banking products/services to clients and prospects in one of our dedicated industry coverage groups. The primary role will be that of managing the execution of client marketing efforts, deal engagements and group projects, including analysis and reporting. The position will require effective partnership with teams across the Flagstar platform, including product specialists, portfolio managers (credit, underwriting and ongoing client management) and operational support specialists. Pay Range: $140,622 - $186,324 - $232,026   Job Responsibilities: Providing...

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 Commercial Lines Service Leader oversees the department and serves as the direct liaison to the Commercial Lines Leadership team. The Superior develops and trains the Team Leads, Account Managers and Client Service staff, addresses escalated client issues, and provides performance coaching to team members. A GLIMPSE INTO YOUR DAY Supervises the department, serving as a mentor and resource. Leads team meetings and regular 1:1s for development and goal alignment. Works...

Description Summary: The Community Mortgage Loan Officer drives partnerships with an emphasis on low to moderate census tracts in the community, developing strong relationships with nonprofit partnerships and local community organizations.  Duties & Responsibilities: Homebuyer Education Strong engagement in the community with a Non-Profit focus 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...

Join us at Towne Insurance! Your Career. Your Future. Your Towne.  Towne Insurance is hiring a Commercial Lines Risk Advisor to join our Charlotte, NC team. This is a sales-oriented position, requiring advanced communication skills, a thorough knowledge of the insurance products available through this agency, and proven ability to pursue and close sales developed though leads provided by bank personnel and through 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...

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...