18 client director jobs found in Cleveland

As a Healthcare Financial/Actuarial Associate Director you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will lead clients’ financial/actuarial engagements for a portfolio of clients and/or significantly contribute to complex clients across the full spectrum of employer health and group benefit programs including medical, dental, life, disability, etc. In partnership with Client Service colleagues, you will communicate FAA concepts, strategies and results that effectively drive client action and improve plan performance, and will have the opportunity to work on cutting edge projects alongside leaders in the industry.   The Role Expands knowledge of varying client complexity by working across different client profiles Leads clients’ financial/actuarial engagements for a portfolio of small clients or manages FAA resources on more complex clients and/or deliverables Demonstrates clear understanding of the FAA service...

Overview The Accounts Receivable Manager will be responsible to oversee 8-12 employees.  Function supervised will be responsible for one or many aspects of operations such as: check processing, collections, refunds, commissions, agency billing, legal affairs or specialty billing. Manager will maintain ledgers, oversee invoice and bill processing, maintain spreadsheets and database of important information and uphold the company’s policies and image with customers, therefore contributing to its growth.   Responsibilities In charge of collecting payments from clients and ensure they are done accurately and on time. Manages the staff part of the accounts receivable department of the company. Set regular weekly and monthly deadlines to process the payment and accounts. Prepare reports of regular intervals (monthly, quarterly and annual) making forecasts on payment flow. Oversee the processing and organizing of...

Description Summary: The Mortgage Loan Officer - Retail position provides Simply the Best customer service to each customer at all times. Responsibilities include using internal and external referral sources to develop mortgage loan business; builds and maintains business relationships within the community. Duties & Responsibilities: Develops new and expands internal and external referral sources to grow mortgage business Using consultative selling techniques, advises clients on mortgage loan options and other financial products. Provides excellent customer service from approval through closing, working closely with loan origination sources to secure and verify all information required for underwriting. Responsible for maintaining client relationships. Advises customers on the completion of loan applications. Performs other duties as assigned. Basic Qualifications: High school diploma or GED...

Job Description Duties  ● Drive client engagement by being the single point of contact for the client from post sale through initial payroll processing period before the turnover to the Client Services Team.  ● Develop strong client relationships through care, focus and quality in every step of the client experience.  ● Become an expert in the Auris Payroll System and support new basic clients with varying levels of sophistication.  ● Compare and contrast the previous payroll system to the Auris Payroll System to ensure accurate account build and accurate payroll processing.  ● Assist clients to navigate and learn technical aspects and self-service options.  ● Ability to self-direct as circumstances change and priorities shift without micromanagement to support an entrepreneur-spirited work environment.  ● Maintain working knowledge of all compliance and regulatory procedures to ensure new clients conform with operational goals and procedures. ● Build strong...

We are seeking a highly professional  Administrative Support Professional  to join our team.  The ideal candidate will be articulate, highly skilled, motivated, and a positive individual that enjoys multi-tasking and handling several projects at once. The Administrative Support Professional  will assist with providing switchboard coverage, and general office support to our Enrollment team coupled with making decisions based on customer, employee, and company best interests. Your Impact: Provide general office support, including reception/front desk coverage, copying, imaging, faxing, filing, and contact management. Answer and direct incoming calls to Customer Service Representatives. Greet and assist guests entering the office. Make appropriate decisions regarding how to redirect and respond to customers on hold, in high volume inbound call situations. Assist with account implementation, including account set-up and file preparation. Prepare...

Description Job Description: As a Treasury Management Advisor III, you will play a pivotal role in driving the growth and success of our treasury management business at Huntington Bank. You will deliver sophisticated treasury solutions tailored to complex business needs and take full ownership of the sales cycle for cash management, liquidity, card, and merchant services deals. This includes the full sales cycle, from initial prospecting and consultative discovery through proposal, negotiation, and implementation. In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on treasury management practices. Your ability to understand and anticipate the unique requirements of each client will be crucial in delivering value-added solutions that enhance their financial operations. Duties & Responsibilities: Strategic Business Development...

Description This position is available to be filled at any Huntington Bank Corporate office location.  Job Summary Huntington National Bank (“HNB”) is seeking a Vice President level banker specialized in renewable energy tax credit sale-leaseback transactions. In-depth knowledge of the renewable energy finance market and extensive transaction experience in renewable energy project finance, strong structuring, pricing, negotiation, and documentation skills required. Ideal candidates should have experience in renewable energy project finance and strong skills in structuring and negotiation.   Objectives of the role The renewables energy tax credit team is part of Renewable Energy Finance team within the broader Project Finance and Infrastructure group.   Renewable Energy Finance leads the sourcing, structuring, negotiating, documenting, and closing of sale-leaseback. The Banker will support senior...

Description Summary: The Financial Recovery Rep- Senior develops resolution strategy on classified (special asset) loans to minimize losses on current Business Banking or commercial loan portfolio. Responsibilities include analyzing financial plans, negotiating loan collection, or restructuring, and recommending/overseeing litigation, liquidation or charge off-of loan. Works with moderately large and complex loans. May coach less experienced employees. Duties & Responsibilities: Develops resolution strategy on classified (special asset) loans to minimize losses on current loan portfolio. Analyzes financial plans, negotiates loan collection or restructuring, and recommends/oversees litigation, liquidation or charge-off of loan. Works with business line loan officers to manage non-pass rated borrowing relationship. Adheres to bank policies and procedures and complies with legal and regulatory...

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...

Description Summary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Duties & Responsibilities: Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed. Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all customers and prospective customers. Responsible for partnering with every line of business (Mortgage,...

Description Summary: The Community Mortgage Loan Officer drives partnerships with an emphasis on low to moderate census tracts in the community, developing strong relationships with nonprofit partnerships and local community organizations.  Duties & Responsibilities: Homebuyer Education Strong engagement in the community with a Non-Profit focus Develops new and expands internal and external referral sources to grow mortgage business Using consultative selling techniques, advises clients on mortgage loan options and other financial products. Provides excellent customer service from approval through closing, working closely with loan origination sources to secure and verify all information required for underwriting. Responsible for maintaining client relationships. Advises customers on the completion of loan applications. Performs other duties as assigned. Basic Qualifications: High school...

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 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. ESSENTIAL DUTIES AND RESPONSIBILITIES Provides direct administrative support as required for one to three assigned Client Managers and Practice Leaders; responds to requests for assistance in a timely and collaborative manner. Processes requests for Certificates of Insurance as specified by client or within 24 hours of receipt of request. Ensures client invoices are paid as scheduled; responds to a variety of client billing issues and works closely with the related carrier to resolve billing problems....

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 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...

Description Summary: Huntington Insurance is looking for a Goal-Oriented Insurance Sales Executive who can bring passion and tenacity to the Business and Commercial Insurance industry.   The Insurance Sales Exec - Employee Benefits is a Salary and commissioned sales position that offers a three-year income transition plan for a qualified candidate. Duties & Responsibilities: Building and managing profitable insurance relationships with Huntington prospects and clients. Cultivating and maintaining professional relationships with key internal and external sources to identify potential customers for insurance products and services. Achieving positive year over year revenue growth through acquisition of new insurance customers. Analyzing, preparing and advising on comprehensive business insurance Strategies Effectively communicating the Huntington Insurance value proposition to potential and...