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Itasca Chicago, IL customer experience banker

5 customer experience banker jobs found in Itasca

Captive Resources
09/01/2026  
Meeting Planner
SUMMARY : The Meeting Planner will support meeting and event planning, assists in the daily coordination of board meetings and workshops; facilitates all aspects of program details. ESSENTIAL EDUCATION AND EXPERIENCE : Bachelor’s Degree or equivalency in a related discipline and at least three (3) years of experience in Event Planning or similar vocation. Should have proven experience within the meeting, hospitality or service industry. SKILLS/COMPETENCIES REQUIREMENTS : Strong Team Attitude Works well independently and in a team environment Interpersonal skills Maturity Established vendor relationships relative to the industry Demonstrates effective negotiation and closing techniques Excellent written and verbal communication skills Organizational, planning, and prioritization skills Strong analytical, problem solving, and judgment skills Strong customer orientation Commitment to company values E xperience with budgeting...
Captive Resources Itasca, IL Full Time
Captive Resources
08/06/2026  
Program Coordinator
Support Program Management team in the review and evaluation of new business, renewal submissions and audits. Work with brokers regarding any outstanding and/or incomplete new business and renewal submission activity.  Support member development activities by tracking activity in company CRM system.  EDUCATION AND EXPERIENCE: Bachelor’s Degree or equivalency in a related discipline and at least two (2) years of experience in the insurance industry. SKILLS/COMPETENCIES REQUIREMENTS: Communicating effectively within the Captive Support Team and with the Program Management Team to ensure deadlines are met and the proper information is obtained Ability to work independently and communicate activities/outcome with team Responsive to assignments and communication on status Strong technical aptitude including a high proficiency in Microsoft Office Understand company required information systems Excellent written and verbal communication skills Organization;...
Captive Resources Itasca, IL Full Time
Captive Resources
08/04/2026  
AVP/VP, Captive Executive
The Assistant Vice President/Vice President, Captive Executive will execute business development strategies, initiate contact with existing and potential customers, identify their needs and sell and manage ongoing services to meet those needs. Assist in developing and facilitating the proposal process for specific brokers and clients including budget and pricing development, proposal writing, contract negotiations, ongoing stewardship, and client presentations. Help to run captive board meetings when needed. Requires extensive out of town travel, including proposal presentations, workshops, and board meetings. ESSENTIAL EDUCATION AND EXPERIENCE : Bachelor’s degree in business, marketing, or other related discipline and at least five (5) years of experience in Commercial Insurance business development or underwriting. Must have experience in the development and presentation of new business and renewal proposals to brokers and directly to clients.   SKILLS &...
Captive Resources Itasca, IL Full Time
Captive Resources
07/21/2026  
AVP, Business Development Executive
Execute business marketing strategies, initiate contact with existing and potential customers, identify their needs and educate on captive solutions, and manage ongoing services to meet those needs. Assist in developing and facilitating the proposal process for specific brokers/clients including pricing indication development, and client presentations. Create and build long term client relationships. Requires extensive out of town travel, including proposal presentations, workshops, and board meetings.   ESSENTIAL EDUCATION AND EXPERIENCE : Bachelor’s Degree in Business, Marketing/Sales, or other related discipline and at least five (5) years of experience in Health Insurance business development and underwriting. Experience with employee benefits and/or self-funded medical plans. Experience supporting the development of proposals to brokers/clients. SKILLS/COMPETENCIES REQUIREMENTS : Work with benefit brokers Knowledge of self-funded plans and employee benefits...
Captive Resources Itasca, IL Full Time
Captive Resources
01/13/2026  
AVP/VP, Captive Executive, Health Solutions
Consult with and advise group captive Board of Directors, execute business marketing strategies, support contact with existing and potential customers, identify their needs and manage ongoing services to meet those needs. Assist in developing and facilitating the proposal process for specific brokers/clients including pricing indication development and client presentations. Create and build long term client relationships. Requires extensive out of town travel, including proposal presentations, workshops, and board meetings. ESSENTIAL EDUCATION AND EXPERIENCE: Bachelor’s Degree in Business, Marketing/Sales, or other related discipline and at least five (5) years of experience in Health Insurance business development, underwriting or related. Experience with employee benefits and/or self-funded medical plans. SKILLS/COMPETENCIES REQUIREMENTS: Consult with Board of Directors on captive strategies, review and assess customer needs, and create customer relationships...
Captive Resources Itasca, IL Full Time

 

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