3 client experience representative jobs found in Santa Barbara, CA

Job Summary The Client Service Administrator provides critical support to retirement and private wealth clients by performing clerical and administrative tasks for the team to support the overall retention of accounts. Duties & Responsibilities Assists with pre and post client review meeting processes, including scheduling reviews, assembling reports, and driving deliverables from meeting minutes. Assists both Plan Sponsors and Plan participants with questions and issue resolution. Maintains Plan Documents such as amendments, Summary of Material Modifications, Summary Annual Report, Investment review, Meeting Minutes, and Notices, etc. Manages regular review meetings directly or in coordination with Retirement Advisors.  Prepares plan review documents and implements Fund Changes, Plan Amendments and other Plan related change paperwork. Prepares Fiduciary Investment Review documents. Prepares newsletters and memos. Assists with the Request for Proposal (RFP)...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Personal Lines Account Manager provides critical support to clients, manages a book of insurance business by acting with a high degree of independent discretion, autonomy, and decision-making. The Account Manager facilitates positive and effective relationships sales and/or account team colleagues.    DUTIES & RESPONSIBILITIES: Works closely with Producers...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. JOB SUMMARY: The Assistant Account Manager provides a high level of support in obtaining, maintaining, expanding, and servicing commercial lines accounts. This position assists with certificates of insurance, policy changes, gathering renewal information preparing client presentations, general account assistance and other special projects. This position will require meeting daily production...