15 personal insurance account manager retail jobs found in Cleveland

Description This position is available to be filled at any Huntington Bank Corporate office location.  Summary:  The Renewable Energy Finance (“REF”) team at the Huntington Bank, N.A originates project finance and non-recourse transactions for renewable energy facilities. The Line of Business is focused primarily on Tax Equity transactions in the Renewables sector including wind, solar, storage and other forms of renewable investment. The REF team is seeking a talented and ambitious Sr. Portfolio Manager (Associate Director), and this role supports the Renewable Energy, Underwriting and Portfolio Management team. The Underwriting and Portfolio Management organization is responsible for working with internal partners to underwrite new transactions and manage the existing portfolio of loans. Our Underwriters and Portfolio Managers balance supporting the Commercial Bank’s growth and ensuring we have a scalable,...

As a Customer Service Representative , you will serve as a key point of contact for our customers, acting as a liaison, providing product and service information, and resolving issues with professionalism and efficiency. The ideal candidate is genuinely passionate about helping people, thrives in a fast-paced environment, and brings empathy, patience, and strong communication skills to every interaction. You’ll play a vital role in ensuring our customers receive exceptional service by responding to inquiries, addressing concerns, and supporting their insurance needs with accuracy and care. If you enjoy problem-solving, can think on your feet, and are committed to delivering a great customer experience, we’d love to meet you. Your Impact: Handle incoming customer calls with professionalism and efficiency Assist customers with policy details, claims inquiries, and billing or premium-related questions Review policy coverage to determine eligibility and respond...

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 performing and presenting data analysis for assigned accounts and complete special project deliverables in the Group Benefits Business Unit; conducts complex analysis and customized models on multi-national accounts across many lines of coverage and varying funding mechanisms. Supports sales growth and retention objectives. A Day in The Life : Manages large projects from inception and design through post-implementation assessment, working closely with internal departments and clients. Attends client meetings as lead data consultant; presents to key business leaders to explain analytical findings and financial recommendations; demonstrates strong client-facing skills and engenders client’s confidence in the data recommendations / findings. Provides...

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. A Day in The Life Responsible for servicing an assigned book of business which varies based upon client needs, account complexity, and client structure. Serves as the main point of contact for all existing clients, centers of influence and assigned book of business; responds to all service requests inclusive of billing inquires and coverage options. Ensures all client service needs are delivered in a timely and professional manner throughout the year by responding to requests as submitted in accordance to agency standards. Maintains accurate account files, records, and documentation in accordance with the agency standards; confirms in writing all relevant contacts, communication, suggestions, advice, etc., with clients, carriers and other applicable parties and attaches documentation...

Overview The Complex Account Unit in our Workers’ Compensation Corporate Underwriting department is seeking a Senior Underwriter to join our CA and Western States team. The newly established Complex Account Unit is dedicated to underwriting and managing WC accounts that fall outside of regional underwriting authority based on account size, complexity, hazards and exposures, service requirements, agency profile, etc. These high-profile accounts offer the team significant exposure to c-suite level executives both internal and external.   The Complex Account Unit delivers significant value to our brokers by providing them with underwriting capability for their workers’ compensation insurance needs that are best addressed on an individual risk basis.   With this opportunity, you will underwrite and manage a portfolio of large, challenging and unique accounts in accordance with AmTrust’s WC guidelines, strategy and profitability standards. The person in this...

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 The Client Manager will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client’s employee benefits program supports their financial and organizational goals, and providing renewal management with oversight, guidance, and input from other senior members of the team. This also includes growth on the current book of business, an understanding of the client’s business, and a minimum of 95% retention and client satisfaction rating. Essential Functions Quality, Client Service & Expertise Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines. With oversight, guidance and input from the CE/Producer: Participate in annual...

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 The Client Manager will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client’s employee benefits program supports their financial and organizational goals, and providing renewal management with oversight, guidance, and input from other senior members of the team. This also includes growth on the current book of business, an understanding of the client’s business, and a minimum of 95% retention and client satisfaction rating. Essential Functions Quality, Client Service & Expertise Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines. With oversight, guidance and input from the CE/Producer: Participate in annual...

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. A Day in The Life Responsible for servicing an assigned book of business which varies based upon client needs, account complexity, and client structure. Serves as the main point of contact for all existing clients, centers of influence and assigned book of business; responds to all service requests inclusive of billing inquires and coverage options. Ensures all client service needs are delivered in a timely and professional manner throughout the year by responding to requests as submitted in accordance to agency standards. Maintains accurate account files, records, and documentation in accordance with the agency standards; confirms in writing all relevant contacts, communication, suggestions, advice, etc., with clients, carriers and other applicable parties and attaches documentation...

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 performing and presenting data analysis for assigned accounts and complete special project deliverables in the Group Benefits Business Unit; conducts complex analysis and customized models on multi-national accounts across many lines of coverage and varying funding mechanisms. Supports sales growth and retention objectives. A Day in The Life : Manages large projects from inception and design through post-implementation assessment, working closely with internal departments and clients. Attends client meetings as lead data consultant; presents to key business leaders to explain analytical findings and financial recommendations; demonstrates strong client-facing skills and engenders client’s confidence in the data recommendations / findings. Provides...

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 performing and presenting data analysis for assigned accounts and complete special project deliverables in the Group Benefits Business Unit; conducts complex analysis and customized models on multi-national accounts across many lines of coverage and varying funding mechanisms. Supports sales growth and retention objectives. A Day in The Life : Manages large projects from inception and design through post-implementation assessment, working closely with internal departments and clients. Attends client meetings as lead data consultant; presents to key business leaders to explain analytical findings and financial recommendations; demonstrates strong client-facing skills and engenders client’s confidence in the data recommendations / findings. Provides...

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 to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties. A Day in The Life : Provides direct administrative support as required for two to three assigned Client Managers; responds to requests for assistance in a timely and collaborative manner. Supports the assigned team in the retention of the existing client base; confers with the team on opportunities to up-sell and/or cross-sell additional Oswald products and services. Serves as a client contact and identifies and assesses customer’s needs quickly and accurately; solves problems systematically, using sound...

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 : The Controller plays a key role in supporting the Vice President, Controller in managing the company’s accounting operations. This position ensures compliance with Generally Accepted Accounting Principles (GAAP), drives accurate financial reporting, strengthens internal controls, and fosters a collaborative, high-performing team environment. The ideal candidate brings a strategic mindset, strong technical expertise, and a passion for continuous improvement. A Day in The Life : Oversee core accounting functions including general ledger management, month-end close, and financial reporting. Support the development and maintenance of financial controls and accounting systems to ensure accuracy, efficiency, and compliance. Ensure timely and accurate preparation of...

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 : The Administrative Assistant is responsible to provide general administrative and clerical support for the Co-Managing Directors; performs a wide variety of advanced clerical duties; relieves unit leaders of selected administrative work and minor business detail.    Management of this process to include integrations across the following  departments / practices / teams (if applicable)     (Example) IT, Human Resources (benefits plan, 401K integration, employee-ownership), marketing (website & sales enablement) carrier contracts (benefits, P&C), licensing, accounting/finance, and facilities.    A Day in the Life: Essential Functions     Exercises the greatest degree of discretion in the handling and dissemination of...

If you’re an accounting professional who values accuracy, collaboration, and variety in your work, this role offers an opportunity to make a meaningful impact behind the scenes of a dynamic finance operation. As an Accounting Clerk, you will play a key role in keeping financial processes running smoothly while partnering with internal teams and external vendors to resolve issues and support business continuity. This is an excellent opportunity for someone looking to grow their accounting experience in a stable, team-oriented environment. Your Impact: Execute daily wire and ACH payments, ensuring accuracy and compliance Support accounts payable operations, including serving as backup for refund check processing Research payment inquiries and resolve discrepancies with attention to detail Provide backup support for cash balancing across multiple entities Assist with audit preparation by gathering and organizing supporting documentation Contribute to ad hoc...