12 client executive jobs found in Cleveland, OH

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...

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 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...

Position Title Branch Banking - Client Consultant II   Location Cleveland, OH 44111-2031   Job Summary Branch Banking Client Consultant II 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 targets...

Overview Amtrust Financial Services, a fast-growing commercial insurance company, has an immediate need for a Talent Acquisition Specialist. The successful candidate will provide proactive recruitment and support for our service offices in the US. The successful candidate will work to provide hands-on full life cycle recruitment for internal client groups with high volume recruitment needs. Source, assess, and recruit candidates for openings at all levels. Develop and implement innovative and cost effective recruiting strategies for positions. Work with other members of the recruiting team on corporate wide recruitment projects and initiatives.   This position is hybrid out of our AmTrust office. 4 days in the office, 1 day work from home. Responsibilities Full-cycle recruitment to include: job description development, job posting, sourcing, interviewing, reference checks and offer negotiation. Builds and maintains...

Overview Amtrust Financial Services, a fast-growing commercial insurance company, has an immediate need for a Talent Acquisition Specialist. The successful candidate will provide proactive recruitment and support for our service offices in the US. The successful candidate will work to provide hands-on full life cycle recruitment for internal client groups with high volume recruitment needs. Source, assess, and recruit candidates for openings at all levels. Develop and implement innovative and cost effective recruiting strategies for positions. Work with other members of the recruiting team on corporate wide recruitment projects and initiatives.   This position is hybrid out of our AmTrust office. 4 days in the office, 1 day work from home. Responsibilities Full-cycle recruitment to include: job description development, job posting, sourcing, interviewing, reference checks and offer negotiation. Builds and maintains...

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...

The Senior Client Advocate provides strategic relationship management, taking advantage of our specialized industry experience and unparalleled market know how, to craft strategies for clients to quantify, mitigate, and transfer risk. If you are client-centric, interested in affiliating with an industry leader and committed to helping clients unlock their potential through effective risk management strategies, this may be the perfect opportunity for you! The Role The Senior Client Advocate is responsible for cultivating and maintaining client relationships that includes strategy development and execution at the insurance program level. The Senior Client Advocate is responsible for marshalling WTW resources to provide coordinated service that meet the client’s insurance and risk management needs.   The Senior Client Advocate must have the ability to focus on delivering exceptional customer service while working in a fast-paced environment with minimal supervision. Duties...

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...