8 transactional insurance broker jobs found in Cleveland

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...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers.  You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in...

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 over 7 years of 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...

Description This position is available to be filled at any Huntington Bank Corporate office location.  Job Summary Huntington National Bank (“HNB”) is seeking Managing Director to originate and execute project financing, structured financing, and debt advisory within the project finance and infrastructure segment. Strategic objective of the division HNB is expanding its team of specialized project finance bankers. The Project Finance and Infrastructure (“PFI”) line of business is a crucial new growth strategy for HNB’s Structure Finance group and will offer the Banker the opportunity to play a leading role in building and evolving this growth business.   In this regard, knowledge leadership in this sector, building new client relationships and client income maximization will be a primary focus and responsibility of the Senior Coverage Banker (the “Banker”) in achieving his/her commercial objectives. The...

Description This position is available to be filled at any Huntington Bank Corporate office location.  Job Summary Huntington National Bank is seeking Director level Relationship Banker to originate and execute project financing, structured financing, and debt advisory within the project finance and infrastructure segment. Strategic objective of the division Huntington National Bank (“HNB”) is expanding its team of specialized project finance bankers. The Project Finance and Infrastructure (“PFI”) line of business is a crucial new growth strategy for Huntington Bank’s Structure Finance group and will offer the Banker the opportunity to play a leading role in building and evolving this growth business.   In this regard, knowledge leadership in this sector, building new client relationships and client income maximization will be a primary focus and responsibility of the Senior Coverage Banker (the...

Overview This Underwriter Assistant specifically works with national payroll agencies and digital partners and is within a quickly growing division of the AmTrust with opportunities for advancement. Emphasis is on providing excellent customer service which consists of friendly and prompt responses to agent emails, calls, and quick problem resolution. Underwriting assistants work directly with the agent providing documents, binding policies and processing endorsements. Responsibilities Receives, responds and re-directs inquiries from producers and home office personnel, verbally or in writing, as required. · Secures underwriting information as requested in order to respond to bureau crits or SIU investigations. · Prepares general business letters, emails, correspondence, and miscellaneous forms including Excel worksheets. · Processes endorsements, cancellations, broker of record changes, and general policy changes. ·...

Position Title Branch Banking - Client Consultant I   Location South Euclid, OH 44118   Job Summary Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   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 and execute successful sales initiative Client Experience: Provide positive client experience by assisting with account questions, problems...

We are hiring a Life Claims Examiner to play a critical role in delivering accurate and compliant claim outcomes while supporting beneficiaries and internal stakeholders throughout the claims process. This position is responsible for the preparation, review, and adjudication of life insurance claims and distributions in accordance with policy provisions, plan parameters, regulatory requirements, and state interest rules. The role ensures timely, compliant, and customer focused resolution through effective coordination with internal teams, external partners, agents, and beneficiaries, while adhering to company and carrier standards. Your Impact: Validate claimant, beneficiary, and claim-specific data for accuracy and completeness; enter and maintain detailed claim information in administrative and claim tracking systems. Review incoming life insurance claims to assess completeness and required documentation, including death certificates, claim forms, and legal documents....