2259 client relationship assistant jobs found

Position Summary The Client Relationship Assistant position comprises a range of administrative responsibilities, including fund administration, board meeting administration, and data collection. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Support the Client-facing team in performing administrative tasks. Creates correspondence, reports, presentations, and meeting notes for internal use or distribution to clients or vendors; performs filing, editing, copying, or collating as needed. Keeps records in relation to the disbursement process. Coordinates meetings, activities, and other events as assigned, including scheduling, catering, and meeting room preparation. Assists the Client-facing team with analysis and internal reports to support day-to-day activities; manages internal audit data collection, including financial, DOL, and...

Position Title Branch Banking Assistant Leader   Location Ann Arbor, MI 48108   Job Summary The Branch Banking Assistant Leader drives branch revenue growth, operational integrity and client experience excellence, with a focus on reputational success in the community.   Job Responsibilities: JOB RESPONSIBILITIES     Business Performance :   D rive market growth of primary client relationships and achieve growth targets in financial performance (deposits loans, and non - interest income ) .    Actively   seek   and deliver the right client introductions to the right team   member (s) to achieve growth targets and execute successful sales   initiative .   Sales Leadership and Coaching : Support   in the coaching,   development   and mentorship of the team members.   Actively support the execution of partner produced sales and marketing initiatives. Reinforce training, development and coaching to branch teams on...

Job Description: Title: Account   Associate   - Commercial Lines   Work Mode: Fully remote for Florida based candidates. Hybrid for candidates located in Jacksonville, FL   | Supporting:   Jacksonville, FL   | Book Focus:   Construction, General Book, Real Estate,  Worker's Comp, Habitational | Required: 2-20 license. 2+ years of commercial experience.   Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit:...

Job Description: Title: Account   Associate   - SBU New Business   Work Mode:   Fully remote for candidates in EST/CST time zone   | Supporting:   Longwood, FL office   | Book Focus:  Select Business Unit -New Business Team   Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace.   Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours.   To view our branch locations, please visit: ioausa.com/locations     About the Role :   Assist the account team in c ompleting day-to-day administrative tasks,...

The Assistant Vice President, Cost Containment is a strategic and operational leader responsible for driving cost-containment outcomes across Skyward’s employer stop-loss and captive business. This role owns the day-to-day execution of the cost-containment program — including savings delivery, vendor coordination, emerging-trend response, and ongoing program needs — while partnering with the VP on vendor selection decisions, and broader strategic direction. The AVP serves as a senior clinical and cost-containment resource for Underwriting, Claims, and external stakeholders (TPAs, producers, policyholders, and vendors). The role requires deep expertise in cost containment within a broker, stop-loss, or reinsurance environment, with a proven ability to build scalable processes, manage complex vendor relationships, and translate clinical and financial data into actionable strategies that protect the book of business. This position may assume direct oversight of Clinical...

If you're passionate about being part of a diverse organization that enables a Fortune 100 company with nearly $70 billion in annual sales to deliver innovative business solutions with excellence, then Nationwide's Legal team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Would you thrive in an environment where you can deliver top-quality legal services to support the mission of a Fortune 100 insurance company to protect people, businesses, and futures with extraordinary care? If you enjoy having a diverse workload, are adaptable, technologically skilled, possess strong collaboration skills and bring a team-oriented approach needed for success in a civil litigation environment, our team may be the place for you!  - Insurance defense required, litigation experience preferred. This role does not...

Position Title Branch Banking Assistant Leader   Location New York, NY 10038   Job Summary The Branch Banking Assistant Leader drives branch revenue growth, operational integrity and client experience excellence, with a focus on reputational success in the community.   Job Responsibilities: JOB RESPONSIBILITIES Business Performance: Drive market growth of primary client relationships and achieve growth targets in financial performance (deposits loans, and non-interest income).  Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative. Sales Leadership and Coaching: Support in the coaching, development and mentorship of the team members. Actively support the execution of partner produced sales and marketing initiatives. Reinforce training, development and coaching to branch teams on our mission and how to effectively engage in our broader communities and customers to...

Position Title Wealth Sales Support & Service Specialist Location Nationwide, MI 48098 Job Summary The Wealth Sales Support & Service Specialist is a sales support and service role that will be responsible for providing administrative support to one or more Financial Consultants (FC). This individual will report directly to the Sales Support & Service Leader of the Investment & Insurance Division. Administrative support will include working with assigned FC(s) to work with their book of business to set appointments for account reviews, interacting directly with clients on service inquiries, processing transactions related to client accounts, and preparing financial reports to track team(s) progress to goal. This position requires independent thinking, professional communication skills, organizational skills and the ability to help the FC coach/mentor licensed and non-licensed bankers. Job Responsibilities: JOB RESPONSIBILITIES Identifying,...

Position Title Wealth Services Sales Support & Service Specialist   Location Grand Rapids, MI 49534-4546   Job Summary The Wealth Sales Support & Service Specialist is a sales support and service role that will be responsible for providing administrative support to one or more Financial Consultants (FC). This individual will report directly to the Sales Support & Service Leader of the Investment & Insurance Division. Administrative support will include working with assigned FC(s) to work with their book of business to set appointments for account reviews, interacting directly with clients on service inquiries, processing transactions related to client accounts, and preparing financial reports to track team(s) progress to goal. This position requires independent thinking, professional communication skills, organizational skills and the ability to help the FC coach/mentor licensed and non-licensed bankers.   Job Responsibilities: JOB RESPONSIBILITIES...

Position Title Branch Banking Assistant Leader   Location New Hyde Park, NY 11040   Job Summary The Branch Banking Assistant Leader drives branch revenue growth, operational integrity and client experience excellence, with a focus on reputational success in the community.   Job Responsibilities: JOB RESPONSIBILITIES Business Performance: Drive market growth of primary client relationships and achieve growth targets in financial performance (deposits loans, and non-interest income).  Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative. Sales Leadership and Coaching: Support in the coaching, development and mentorship of the team members. Actively support the execution of partner produced sales and marketing initiatives. Reinforce training, development and coaching to branch teams on our mission and how to effectively engage in our broader communities and customers...

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom. In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com. Job Description: Title: Account Associate - Commercial Lines In-Office | Location: Ocala, FL | Book Focus: General, Contractors About the Role:  Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality. Ensure no liability associated with errors or omissions occurs....

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description The Legal Administrative Assistant III provides administrative and operational support for Client Legal Services attorneys under general attorney supervision. This role supports insurance defense litigation matters by entering and managing case-related data, including pleadings, motions, and correspondence related to trial, arbitration, and mediation. The assistant is responsible for calendar management, scheduling litigation events, e-filing, and supporting case workflows that require accuracy, adaptability, and strong external...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description Who is Allstate: Allstate Insurance Company of Canada is a leading home and auto insurer focused on providing its customers prevention and protection products and services for every stage of life. Serving Canadians since 1953, Allstate strives to reassure both customers and employees with its “You’re in Good Hands®” promise and is proud to have been named a Best Employer in Canada for nine consecutive years. Allstate is committed to making a positive difference in the communities in which it operates through partnerships with...

National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers’ evolving needs. We offer home, auto and accident and health insurance, as well as other specialty niche insurance products, through a large network of independent insurance agents, as well as directly to consumers.  Job Description The Administrative Assistant Associate III role is responsible for supporting the department with the routine day to day administrative tasks. The role processes and prepares presentations and documents for their designated area along with solving problems related to specific tasks with minimal supervision. The Associate III is responsible for coordinating schedules to set up meetings via virtual or in person and screen telephone calls. We are seeking a Claims Admin in North Carolina for a hybrid role based in either our Charlotte or Winston‑Salem offices. Responsibilities include claims...

CopperPoint has an exciting opportunity for a Business Development & Distribution Director. This strategic leadership role is responsible for driving profitable growth through the development and expansion of commercial insurance distribution channels across a multi-state territory. The Director actively identifies, cultivates, and secures new business opportunities by establishing and strengthening agency partnerships while expanding market presence. Working collaboratively with underwriting and other key stakeholders, this position leads the planning and execution of growth initiatives, gathers and prioritizes customer and market requirements, and ensures revenue, profitability, and customer satisfaction objectives are achieved.   Job Responsibilities: Establish strategic business development initiatives Ensure compliance with all business initiatives Present business opportunities and business cases to the senior leadership team as required...

CAC, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry’s best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry. Assist the Broker/Account Executive (AE) and Producer with servicing of new and renewal business for the Senior Living & Healthcare team. Coordinate with broker/AE and production team and insurance carriers to facilitate a successful client renewal. Duties & Responsibilities: Assist Brokers, Producers and Account Executives in handling of day-to-day client servicing & inquires Maintain record of expiration dates on assigned...

Position Title Executive Assistant   Location Charlotte, NC 28202   Job Summary The Executive Assistant is responsible for enhancing the effectiveness by providing advanced information management support (typically at an Executive or high-level management level), administrative support and organizational support. Responsible for handling a wide and complex range of administrative and executive support related tasks working under minimal supervision. Interact with staff (at all levels) in a fast-paced environment, sometimes under pressure and remains flexible, proactive, resourceful and efficient, with a high level of professionalism and confidentiality. Also responsible for gathering information to prepare reports, assisting with the planning of events, managing and directing certain inquiries, managing and prioritizing meetings for the executive and assisting with the creation of timely communications within the division. May be required to apply knowledge of assigned...

Description Job Description To win in an era of accelerating change, Liberty Mutual must continuously explore emerging trends, rapidly incubate new ideas, and test and scale innovative solutions that meet the evolving needs of those we serve. Solaria Labs is Liberty Mutual’s enterprise-wide innovation incubator, partnering across the company to stay at the forefront of disruption and build new products, services, experiences, and capabilities for our customers, agents, partners, and communities.   Within Solaria Labs, the Global Risk Solutions (GRS) Incubation team creates protected space to explore, test, and de-risk high-potential opportunities for the GRS business. We partner closely with leaders and teams across strategy, technology, product, underwriting, distribution, marketing, experience, analytics, applied science, operations, and strategic partnerships. Our work is always evolving in response to customer needs, market signals, emerging...

Skyward Specialty is a rapidly growing specialty Property & Casualty insurance carrier headquartered in Houston, Texas. We deliver tailored solutions across nine specialized underwriting divisions, with a culture grounded in deep technical expertise, decisive underwriting, and long-term broker and client relationships. Our Global Agriculture division underwrites a worldwide portfolio of agriculture reinsurance, partnering with cedants and reinsurance brokers across multiple territories to support food and farm economies through thoughtfully structured treaty solutions. Position Summary The Assistant Vice President OR Senior Underwriter, Global Agriculture Reinsurance is a senior technical underwriting role responsible for supporting, expanding, maintaining, and managing Skyward's global portfolio of agriculture reinsurance. The role underwrites and prices new and renewal treaty submissions, shapes portfolio strategy, and represents Skyward in the reinsurance market with...

Position Title Branch Banking Assistant Leader   Location Shelby Township, MI 48315-2963   Job Summary The Branch Banking Assistant Leader drives branch revenue growth, operational integrity and client experience excellence, with a focus on reputational success in the community.   Job Responsibilities: JOB RESPONSIBILITIES Business Performance: Drive market growth of primary client relationships and achieve growth targets in financial performance (deposits loans, and non-interest income).  Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative. Sales Leadership and Coaching: Support in the coaching, development and mentorship of the team members. Actively support the execution of partner produced sales and marketing initiatives. Reinforce training, development and coaching to branch teams on our mission and how to effectively engage in our broader communities and...