7 account handler jobs found in Cleveland, OH

We are seeking a dynamic and customer-focused Customer Service Representative (CSR) to join our team. In this role, you will serve as a primary point of contact for customers, providing accurate information, resolving inquiries, and delivering an exceptional service experience. The ideal candidate is enthusiastic about helping others, demonstrates empathy and professionalism, and communicates effectively across multiple channels. Successful CSRs are adaptable, detail-oriented, and skilled at problem-solving, ensuring customer concerns are addressed efficiently and thoroughly. Key Responsibilities: Respond to incoming customer inquiries via phone, chat, and email in a timely and professional manner. Assist current and prospective customers with policy interpretation, claims inquiries, and premium/billing-related matters. Review and interpret insurance policy terms to determine coverage eligibility. Clearly explain policy details and ensure customer understanding...

We are seeking a dynamic and customer-focused Customer Service Representative (CSR) to join our team. In this role, you will serve as a primary point of contact for customers, providing accurate information, resolving inquiries, and delivering an exceptional service experience. The ideal candidate is enthusiastic about helping others, demonstrates empathy and professionalism, and communicates effectively across multiple channels. Successful CSRs are adaptable, detail-oriented, and skilled at problem-solving, ensuring customer concerns are addressed efficiently and thoroughly. Your Impact: Respond to incoming customer inquiries via phone, chat, and email in a timely and professional manner. Assist current and prospective customers with policy interpretation, claims inquiries, and premium/billing-related matters. Review and interpret insurance policy terms to determine coverage eligibility. Clearly explain policy details and ensure customer understanding by...

Description Summary: The Commercial Services Manager drives results through leadership of a team of professional service colleagues supporting assigned commercial verticals and portfolio. This role utilizes extensive knowledge of Commercial products and verticals to manage a team of first line service colleagues responsible for critical customer-facing activities, documentation, and servicing needs of Commercial customers. This position is responsible for decision-making and influence (sales, service, risk, customer experience), complexity of relationships, product and problem resolution, colleague leadership, and establishment of procedures, job aids and policies within Commercial Services. They are responsible for the development, training, colleague evaluations, assigning work and supervision of multiple direct reports and navigating through complex situations and “gray areas”. The Commercial Services Manager...

Position Title Branch Banking - Client Consultant II - Licensed   Location South Euclid, OH 44118   Job Summary Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth...

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. 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...