9 director client relationship jobs found in Cincinnati, OH

Description Huntington Insurance, Inc. is a $70 million revenue full service Independent Agency wholly owned by Huntington Bancshares. The organization's 375 agents and staff partner with bank colleagues across Huntington to deliver Risk Management solutions to businesses, business owners, and consumers. We work with both Bank and Non-bank clients to provide a full range of consulting and insurance products solutions through the nation's leading insurance companies. Commercial lines sales and expertise includes both property & casualty and employee benefits consulting. Personal lines sales and expertise includes auto, home, umbrella, boat, motorcycle, valuable personal property and individual health. Advanced Life Insurance focuses on high-net-worth individuals with business succession and estate planning needs. Insurance Sales Executive Sr. -- Our Insurance team is growing! This is a commissioned sales...

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 Liability Claims Team Lead | General Liability & Bodily Injury | License Required (TX preferred) | Dedicated Client 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 Liability & supervisory knowledge and experience to adjudicate complex customer claims in the context of an energetic culture.  Deliver innovative customer-facing...

Description Summary: The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies. Duties And Responsibilities Lead financial planning engagements for clients with a net worth of $1-10M. Conduct thorough discovery conversations to identify client goals, values, and financial objectives. Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies. Collaborate closely with internal wealth advisors to support client relationship management and plan implementation. Provide mentorship, training, and guidance to wealth advisors on financial...

Position Summary:   The Commercial Lines Account Executives have leadership/mentorship and advisement responsibilities over Account Managers and their respective books of business/client groups to include gathering information from clients, servicing clients, and setting expectations of timeline for completion of work tasks. Essential Tasks: Collectively or independently plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly Provides technical support to Producers (coverage-wise, with proposal, suspense items, etc.), Account Managers, and Client Service Managers Investigates, initiates and prepares necessary summaries of insurance, proposals and...

Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties...

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...

Description Summary: The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties...