5 client relationship assistant jobs found in Madison, WI

The Opportunity At M3, the Administrative Project Coordinator plays a pivotal role in driving the organization's workflow processes. Your primary responsibility is to ensure the seamless operation of these processes, utilizing a diverse skill set encompassing clerical, technical, and customer service expertise. By effectively managing and maintaining documents produced for our clients, prospects, and carrier partners, you will contribute significantly to the success and reputation of our company.   How You Will Make an Impact Extend proficient clerical support to internal clients, ensuring their operational needs are met promptly and efficiently. Collaborate across all agency departments, offering indispensable administrative assistance to facilitate smooth functioning. Assist in crafting and disseminating client communications, fostering strong and lasting relationships. Execute tasks with precision and promptness, garnering commendation and positive...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: This position oversees a portfolio, program or grouping of high impact and visible projects.  This position drives the adoption, standardization and maturation of the appropriate management framework (e.g. agile) across the projects and portfolio to drive results, while facilitating strong partnerships with key leaders and stakeholders across the enterprise.  This is an...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose:     This position This job family consists of three levels of Law Specialists assigned to the Office of General Counsel. The three levels are distinguished by leadership skills, substantive experience, the degree of independent discretion and responsibility, proficiency within a defined legal specialty or process, complexity and risk of assigned...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: The Commercial P&C Insurance Underwriter—specializing in Fidelity Bond, Directors & Officers (D&O), and related management liability coverages—is responsible for evaluating, pricing, and underwriting complex risk exposures for financial institutions. Success in this role requires strong technical expertise in D&O and Errors & Omissions (E&O)...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition This position is responsible for modeling, analyzing, and forecasting the company’s capital position. The position will develop models and forecasts and will communicate output effectively to customers and management. The position will work with an influence up to and including VP level customers. Job Responsibilities: Maintain the company’s regulatory and rating agency capital...