6 account handler jobs found in Cleveland, OH

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...

Overview This role is responsible for managing bankruptcy-related intake, supporting policy administration, and ensuring compliance with regulatory and internal requirements. The ideal candidate will work closely with Underwriting, Claims, and Collections teams to protect company interests while maintaining accurate policy handling during bankruptcy proceedings. Responsibilities Summary: This role is responsible for managing bankruptcy-related intake, supporting policy administration, and ensuring compliance with regulatory and internal requirements. The ideal candidate will work closely with Underwriting, Claims, and Collections teams to protect company interests while maintaining accurate policy handling during bankruptcy proceedings.   Responsibilities: · New Matter Intake and Mail Processing Review and process incoming bankruptcy notices and new matters Handle, sort, and distribute physical mail related to...

Overview The Accounts Receivable Representative II plays a key role in supporting accurate and timely accounts receivable operations. This position performs financial, administrative, and clerical work in a fast-paced, high-volume environment while helping ensure quality, efficiency, and strong service for both internal and external customers. In addition to handling day-to-day responsibilities, this role supports process improvements, helps resolve more complex issues, and serves as a resource for less experienced team members. The individual in this position is expected to demonstrate sound judgment, strong organizational skills, and a commitment to AmTrust’s mission, values, and service standards. Responsibilities Responsibilities · Deliver responsive phone and email support to customers, agents, and internal business partners. · Process and balance transactional activity for large or complex client accounts with...

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...