7 associate account analyst jobs found in Cleveland, OH

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,...

Overview The Bureau Data Reporting Analyst is responsible for reporting statistical and financial data to the various mandated statistical agents and federal/state agencies. Utilize Oracle and cube data to complete and pay assessments and data calls in a timely manner. Building relationships with external bureaus and states, AmTrust IT, and other various departments within AmTrust. Would be responsible for obtaining the required information to complete and pay the assessments/surcharges in a timely manner. Will interact with the business segments, premiums, claims, financial and IT functions. Will participate/initiate process improvement efforts as needed as AmTrust continues to grow. Maintains a solid understanding of AmTrust’s mission, vision, and values. Upholds the standards of the AmTrust organization Responsibilities Reporting statistical and financial data to the various mandated statistical agents and federal/state...

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. 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...

Job Summary  The Associate Tax Specialist is part of the Tax Services Department. The primary responsibility is to  provide client support for tax maintenance that may include processing complex payroll corrections, amending tax returns and working with tax agencies and clients.  Duties  ● Conduct research, analysis and resolution to payroll related tax notices and inquiries ● Analyze payroll and tax data resulting in the preparation and filing of amended tax returns ● Provide excellence in client service to internal and external clients including working directly with tax agencies  ● Review and input tax rates and/or deposit frequency changes as part of client compliance efforts ● Identify and resolve discrepancies during payroll data extracts  Job Requirements  ● Detail oriented, with ability to focus on and comprehend numerical and financial data ● Strong analytical, research and problem solving abilities  ● Customer-service oriented, excellent phone...