11 wealth planner jobs found in Cleveland

Overview The Senior Business Systems Analyst is a part of the Product Management/Execution group that supports outlining and implementing software solutions.  Business Analysts must be able to efficiently reach an understanding of complex tasks while using this understanding to produce project artifacts that satisfy project objectives. The Business Analyst will work as a liaison among various stakeholders to elicit, analyze, communicate, validate and document requirements for changes to business processes, policies and information systems.  We are looking for someone insatiably inquisitive with attention to detail and empathetic to business needs, who will critically analyze and solve problems of a complex nature.  Must be a team player with strong communication skills. Maintains a solid understanding of AmTrust’s mission, vision, and values. Upholds the standards of the AmTrust organization.  Responsibilities Collaborate with...

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 The Business Systems Analyst at AmTrust is the individual who has the primary responsibility to elicit, analyze, validate, specify, verify, and manage the real needs of the project stakeholders, including customers and end users.  The BSA serves as the conduit between the customer community and the software development team through which requirements flow.  They facilitate discussions amongst business stakeholders across the organization to ensure all groups impacted by a project are given an opportunity to provide the necessary feedback as functional requirements are gathered and confirmed.  Projects can range from minor enhancements to larger and more complex work items for insurance quoting and policy management systems, and responsibilities may include production support on assigned systems.    The BSA is responsible for working with IT to deliver software solutions for new and existing products and services within our company.   The BSA is...

Overview Responsible for containerizing applications and migrating from a VM architecture. Maintains a solid understanding of AmTrust’s mission, vision, and values. Upholds the standards of the AmTrust organization. Responsibilities Implement containerization and Kubernetes capabilities with documented architecture and configurations that can scale globally across the enterprise. Work with development, engineers, and cloud service providers to develop cloud adoption and migration strategies Drive architectural discussions in support of business requirements gathering, analysis, and design Engineer highly scalable and available solutions based on industry best practices and practical experience Collaborate with Developers, Systems Operations, and vendors as needed to solve integration challenges Recommend tools and methodologies to engineers, create proof-of-concept implementations for demonstration Break large...

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...

Overview In a support role to the team the Multi-Line Underwriting Assistant responsibilities include the following, but are not limited to: Responsibilities New Business support, such as, pre-bind risk analysis within prescribed authority, reconciliation of binds to ensure all issued. Renewal support including pre-underwriting review, quoting, system updates, data collection and any other non-core underwriting type duties as directed. Broker of record handling Endorsement review and pre-screening as directed Cancellation and reinstatement handling as directed. Recommendation review and handling. Special projects as needed Maintains ownership of tasks assigned and provide acceptable service standards when processing and assigning tasks. Provide agency support to assigned agents by answering general questions, providing endorsement status, cancellation status, billing inquires, etc. or directs to correct...

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 : 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...

Overview The Business Systems Analyst at AmTrust is the individual who has the primary responsibility to elicit, analyze, validate, specify, verify, and manage the real needs of the project stakeholders, including customers and end users.  The BSA serves as the conduit between the customer community and the software development team through which requirements flow.  They facilitate discussions amongst business stakeholders across the organization to ensure all groups impacted by a project are given an opportunity to provide the necessary feedback as functional requirements are gathered and confirmed.  Projects can range from minor enhancements to larger and more complex work items for insurance quoting and policy management systems, and responsibilities may include production support on assigned systems.    The BSA is responsible for working with IT to deliver software solutions for new and existing products and services within our company.   The BSA is...

Overview The Business Systems Analyst at AmTrust is the individual who has the primary responsibility to elicit, analyze, validate, specify, verify, and manage the real needs of the project stakeholders, including customers and end users.  The BSA serves as the conduit between the customer community and the software development team through which requirements flow.  They facilitate discussions amongst business stakeholders across the organization to ensure all groups impacted by a project are given an opportunity to provide the necessary feedback as functional requirements are gathered and confirmed.  Projects can range from minor enhancements to larger and more complex work items for insurance quoting and policy management systems, and responsibilities may include production support on assigned systems.    The BSA is responsible for working with IT to deliver software solutions for new and existing products and services within our company.   The BSA is...