3 customer service team lead jobs found in Irvine, CA

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown   is seeking   a   Sr Commercial Account Manager   to join our growing team in   Irvine, CA !         The Senior Account Manager functions as the main   client   contact for an assigned book of business   containing   PCL’s accounts with a high degree of technical   expertise .   Minimum   book size $1,000,000.00 in revenue.       This position requires the ability to work autonomously while performing duties requiring extensive knowledge and understanding of the insurance field. This position   is responsible for   building,   expanding   and solidifying relationships with clients at all levels with the company and lead   appropriate resources   to address the client’s needs, including risk identification and resolution of underwriting...

The Baldwin Group, a nationwide Registered Investment Advisor, is seeking an Advisor to join our Financial Services team. As a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin’s integrated advice platform. You’ll collaborate across practice groups to protect assets, optimize incomes, and help clients achieve long-term financial outcomes. The Financial Wealth Advisor is responsible for providing clients with sound advice regarding their financial planning and investments. Responsibilities include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. PRIMARY RESPONSIBILITIES: ​ Grow and manage a client book through qualified leads, referrals, and proactive outreach, leveraging Baldwin’s...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Retirement Plan Consultant will assist in managing the strategic planning, consulting, guidance, marketing, investment analysis and servicing of the assigned book of retirement business. This role will help to build the retirement consultant book of business....