16 client relationship assistant jobs found in Cincinnati

Description Summary: The National Advice Center (NAC), as part of the Huntington Financial Advisory group, has a team of licensed Financial Advisors dedicated to helping clients plan for the future while providing professional, personalized financial guidance. As part of the NAC, the HFA Dedicated Financial Advisor - Advice Center with the team is responsible for providing investment advice and financial planning for customers in a phone-based environment. Duties & Responsibilities: Responsible for personal production goals and client service objectives through targeted inbound and outbound telephone interactions. Analyze client financial needs and recommend appropriate products via phone and web-based delivery. Deliver an engaging client experience to effectively take care of our client's financial and service needs. Is proactive with consistent partner communication. Works closely to coach and...

Sign-On Bonus Opportunity of up to $1,000* Our Perks: Unlimited/Uncapped commission Lucrative incentive sales plans, bonuses and sales contests No Cold Calling- We have a high volume of inbound sales leads and walk in traffic Comprehensive paid training and licensing with continuous on-going training and mentorship Recognition culture Comprehensive Benefits package including medical, dental, vision and life insurance Retirement Plan: A 401K plan with a percentage of company-matched contributions Fitness: We reimburse up to $15 a month to an employee for their gym Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost Extra Perks: Access to disability, hospital indemnity, health advocate program, universal life, critical illness, and accident insurance plans. We even offer pet insurance Our Company: Confie and its family of companies - Freeway,...

Sign-On Bonus Opportunity of up to $1,000* Our Perks: Unlimited/Uncapped commission Lucrative incentive sales plans, bonuses and sales contests No Cold Calling- We have a high volume of inbound sales leads and walk in traffic Comprehensive paid training and licensing with continuous on-going training and mentorship Recognition culture Comprehensive Benefits package including medical, dental, vision and life insurance Retirement Plan: A 401K plan with a percentage of company-matched contributions Fitness: Discount gym membership to over 12,200 fitness centers and 9,300 on-demand workout videos including a $15 a month reimbursement. Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost Mental Health Benefit: 12 therapy sessions and 13 additional psychiatric sessions. Extra Perks: Access to disability, hospital indemnity, health advocate program,...

Description Summary: The Private Bank Service Specialist III, as part of Huntington Private Bank, 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 III is also responsible for maintaining a detailed level of knowledge of products and services to provide Service Excellence for our clients. The Service Specialist III 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 and Responsibilities: Assists with or leads special projects, as requested by manager...

- A Senior underwriter is responsible for assessing and managing risk associated with surety bond applications.   A Senior Underwriter evaluates the financial strength and credibility of applicants, analyzes terms, and makes informed decisions to protect the interests of the surety company while maintaining profitability.   A Senior underwriter will also be responsible for maintaining relationships with key agents and brokers.   Willing to consider candidates located in Southern Ohio, Kentucky, Tennessee, North or South Carolina, Louisiana, Georgia, Alabama. Key Accountabilities/Deliverables: Review and evaluate surety bond applications/submissions to determine risk levels and underwriting terms. Analyze financial statements, credit reports, and other relevant documents to assess the financial stability of applicants. Collaborate with brokers, agents, and clients to gather necessary information required for proper analysis of bond risks. Develop...

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 a Regional Client Manager on the Employee Benefits team, you will provide exceptional support and customer service to your assigned caseload (Employer Groups of 100 to 499 lives), through daily guidance and education of their benefit products. In this role, you will: Manage new case, renewal activity, and amendments Identify and promote the sale of...

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. Great American Financial Institution Services specializes in providing risk management and product enhancement programs to vehicle lenders and lessors, commercial equipment lenders, auto dealers and mortgage lenders throughout the U.S. and Canada. Target clients include commercial...

POSITION SUMMARY: HUB International is expanding its Benefit Consulting team in Cincinnati, looking to add another experienced employee benefits professional seeking a new challenge within an established and growing organization! Our Benefit Consultants are responsible for the overall strategic management of a block of current clients; the primary objectives and goals of the position are to maintain an assigned block of clients (retention) and grow the block of business organically (sales), as well as mentor and develop their support team. The Benefits Consultant accomplishes this by bringing a consultative approach to our clients while supporting the block with market, product, wellness, and health care reform expertise. This is a hybrid work opportunity at our Cincinnati office located in Kenwood and would report to the Vice President of Benefit Consulting. HUB International offers a competitive compensation package, a comprehensive benefits package and the opportunity to get...

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...

Description This role is primarily remote in the State of Ohio except for required appearances.   At Liberty Mutual, we’re committed to delivering exceptional legal services to our customers around the world, working to uphold and protect our policyholders’ rights and positively impacting our business. As an Associate Attorney at Liberty Mutual, you’ll join a diverse team that values a healthy work/life balance and enjoy benefits that include eligible performance bonuses, 20 days of flexible time off each year, personal holidays, and a 401(k) plan with matching contributions. If you’re looking for a place to build a long-term career while making a positive difference, consider joining our legal team where you’ll represent Liberty Mutual and our policyholders in moderately complex civil litigation matters involving claims for monetary damages or compensation for personal injuries or property damage of moderate value.   Liberty Mutual Insurance offers an...

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. The Specialty Equipment Services division is looking for a Data Scientist to build a modern data intelligence team that improves decisions, strengthens client value, and increases operational efficiency. The data scientist role blends strategy and hands-on delivery: you will partner...

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. The Specialty Equipment Services division is looking for a Data Analyst to build a modern data intelligence team that improves decisions, strengthens client value, and increases operational efficiency. The Data Analyst role helps to drive innovation through the use of data and...

POSITION SUMMARY: Are you a creative and detail-oriented individual who strives for excellence?  Will you thrive in a dynamic environment that requires organization, strong communication skills and the ability to manage multiple projects simultaneously?  If the answer is yes, we have the perfect opportunity for you.  Our Client Specialist position a great starting point within our benefits consulting team, where you will be responsible for client relationship management, with opportunities for career growth, development and mentorship.  No previous insurance experience is required, and we will provide on the job training and career coaching for all new associates. HUB offers a competitive compensation package, a comprehensive benefits package and the opportunity to get involved in many of our Corporate & Social Responsibility initiatives.  ABOUT HUB INTERNATIONAL: HUB International is a leading full-service global insurance broker and financial services firm...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. JOB PURPOSE Responsible to generate sales opportunities with new clients in a defined market; coordinates personal sales efforts with department team members and other internal staff.  Also collaborates with the team to cross-sell products and services; develops and implements a personal sales plan with direct accountability for annual production goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Establishes a sales development plan to originate business with new clients; builds and maintains a book of business and incrementally grows the book at plan each year.  Capitalizes on opportunities to cross-sell multiple lines of coverage to existing clients; collaborates with department peers and service staff managing the company's various practices to maximize the sale of services...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. JOB PURPOSE Responsible to generate sales opportunities with new clients in a defined market; coordinates personal sales efforts with department team members and other internal staff.  Also collaborates with the team to cross-sell products and services; develops and implements a personal sales plan with direct accountability for annual production goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Establishes a sales development plan to originate business with new clients; builds and maintains a book of business and incrementally grows the book at plan each year.  Capitalizes on opportunities to cross-sell multiple lines of coverage to existing clients; collaborates with department peers and service staff managing the company's various practices to maximize the sale of services...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary : Responsible for generating sales opportunities with new clients in a defined market; coordinates personal sales efforts with department team members and other internal staff. Also collaborates with the team to cross-sell products and services; develops and implements a personal sales plan with direct accountability for annual production goals.  A Day in The Life : Establish a sales development plan to originate business with new clients; builds and maintains a book of business and incrementally grows the book at plan each year.  Capitalize on opportunities to cross-sell multiple lines of coverage to existing clients; collaborate with department peers and service staff managing the company's various practices to maximize the sale of services provided.  Maintain a high...