20 client service advisor jobs found

Description Summary: Responsible for handling complex client servicing escalations through various workflow avenues, ensuring the delivery of an optimal and consistent client experience and providing critical welcome support for newly boarded relationships. In addition, will be responsible for servicing preexisting accounts with a heavy focus on revenue retention and will serve as a subject matter expert for value-added reseller (VAR)/Gateway support. Duties and Responsibilities: Handles complex client servicing escalations through various workflow avenues, ensuring the delivery of an optimal and consistent client experience and providing critical welcome support for newly boarded relationships. Identifies processing and interchange qualification issues and advises merchants on chargebacks, billing, and funding investigations. Additionally, responsible for servicing preexisting accounts. Use sound...

Description Summary: Responsible for handling complex client servicing escalations through various workflow avenues, ensuring the delivery of an optimal and consistent client experience and providing critical welcome support for newly boarded relationships. In addition, will be responsible for servicing preexisting accounts with a heavy focus on revenue retention and will serve as a subject matter expert for value-added reseller (VAR)/Gateway support. Duties and Responsibilities: Handles complex client servicing escalations through various workflow avenues, ensuring the delivery of an optimal and consistent client experience and providing critical welcome support for newly boarded relationships. Identifies processing and interchange qualification issues and advises merchants on chargebacks, billing, and funding investigations. Additionally, responsible for servicing preexisting accounts. Use sound...

Description Summary: Serves as a key escalation point for resolving complex client servicing issues, providing expert-level support throughout onboarding and ongoing account management by analyzing statements, repricing accounts, resolving billing and funding inquiries, and guiding clients through PCI (payment card industry) compliance. Additionally, responsible for providing technical support for POS (point of service) terminals, gateways, and VAR (value added resellers) integrations to ensure a seamless client experience, as well as playing a critical role in client activation, retention, and revenue protection initiatives. Duties and Responsibilities: Resolve complex client issues by managing high-level client servicing escalations across multiple workflow channels, ensuring a consistent and exceptional client experience. Provide expert support during the onboarding of new relationships and ongoing...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Financial advisor experience preferred. The ideal candidate will have the following: Strong presentation and communication skills for effective seminar delivery. Excellent relationship-building abilities to foster connections with clients and stakeholders. Leadership skills to guide and support a team of specialists. Problem-solving skills to address customer inquiries and improve processes. Knowledge of defined contribution retirement savings plans and financial counseling....

As a Global Client Advocate within Corporate Risk and Broking (CRB), you will be responsible for leading and growing a portfolio of highly complex global and national accounts, with a specific focus on Defense & Security clients, public sector organizations, government contractors, and related entities. This role requires a strong understanding of the unique risk, regulatory, procurement, contractual, geopolitical, and operational environments facing organizations that support national security, defense missions, and critical public-sector operations. The Global Client Advocate will serve as the senior relationship leader and strategic advisor to executive-level risk, finance, legal, procurement, compliance, and operations stakeholders, coordinating WTW resources to deliver tailored risk and insurance solutions aligned to mission-critical client needs.  Defense & Security Sector Focus: This role will focus on clients operating in the Defense & Security...

The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a Senior Retirement Advisor. In this role, you will provide consultative guidance on plan design, benchmarking, compliance considerations, and provider solutions, while leading the sales process from prospecting through close. You’ll partner with HR and finance leaders to understand their workforce needs, present tailored retirement plan strategies, and support employee education to drive participation and engagement. The ideal candidate has strong B2B sales experience in retirement or financial services, excellent communication skills, and a track record of exceeding goals in a...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. The ideal candidate will reside in Maryland, Pennsylvania, New Jersey, New York, or Virginia. This position is designated to provide critical support to the Field Property Claims Team. The role requires a high level of flexibility, with travel expectations of up to 80% depending on business needs. The individual will be deployed to assist in maintaining operational continuity, ensuring service quality, and supporting team performance across various regions....

Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a Consulting Director to join our team. Parallel Risk Advisors is a boutique commercial real estate focused insurance brokerage and risk management practice within The Hilb Group. Our Lender Consulting practice provides transactional insurance advisory and compliance services to national and global investment firms across both debt and equity deals. The practice is trusted by agency seller/servicers, balance sheet lenders, and debt funds who value review that goes beyond box checking. Looking in the NY or Baltimore, MD area, but are open to remote or hybrid schedules for the right candidate. Position Summary We are seeking a senior insurance consultant to serve as a lead reviewer and day-to-day client contact within the Lender Consulting...

Job Description Summary 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. Position Summary:  We are seeking a motivated and detail-oriented  Sales Enablement Specialist to join our growing  Commercial Risk Management Group (CRMG)  and dynamic team. This entry-level role is designed for a high-potential individual who...

Why Join GEICO? At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.   Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive on relentless innovation to exceed our customers' expectations while making a real impact on local communities nationwide.   Founded in 1936, GEICO is a member of the Berkshire Hathaway family of companies and one of the largest auto insurers in the United States. When you join our company, we want you to feel valued, supported, and proud to work here. That's why we offer the GEICO Pledge: Great Company, Great Culture, Great Rewards, and Great Careers. Why Join GEICO? At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities. Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they...

POSITION SUMMARY: The Sr Client Service Specialist, Employee Benefits operates as a resource to the Employee Benefits group, Advisors, clients, insurance company partners and prospects by providing prompt, efficient, and high-quality service. They are capable of building and maintaining colleague relationships, facing new opportunities, and learning & researching independently. The Sr Benefits Analyst maintains a concern for accuracy, timeliness, and completion when interacting with clients, the firm and insurance company partners to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail. PRIMARY RESPONSIBILITIES: Manages the open enrollment process, follow-up, and debrief. Leads implementation conference calls on behalf of BKS and the client. Tests system and serves as a backup for Technology Consultant, including buildout of assigned clients’ plans. Manages client compliance projects....

Why Join GEICO? At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.   Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive on relentless innovation to exceed our customers' expectations while making a real impact on local communities nationwide.   Founded in 1936, GEICO is a member of the Berkshire Hathaway family of companies and one of the largest auto insurers in the United States. When you join our company, we want you to feel valued, supported, and proud to work here. That's why we offer the GEICO Pledge: Great Company, Great Culture, Great Rewards, and Great Careers. GEICO is seeking a Technology, AI and Innovation Attorney – Assistant General Counsel/Director to join our legal team within the Law, Policy and Compliance department.  This position will focus primarily on advising on technology and...

The Company Willis Towers Watson (NASDAQ: WLTW ) is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 49,000 employees in more than 120 territories. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas, the dynamic formula that drives business performance. Unlock your potential at Willis Towers Watson. https://www.wtwco.com/en-us The Role The Senior  Client Manager  manages the placement and service of clients for the Personal Lines Department. This role is client facing and leverages established competencies related to Personal Lines services and clients, with an emphasis on High Net Worth clientele....

Why Join GEICO? At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.   Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive on relentless innovation to exceed our customers' expectations while making a real impact on local communities nationwide.   Founded in 1936, GEICO is a member of the Berkshire Hathaway family of companies and one of the largest auto insurers in the United States. When you join our company, we want you to feel valued, supported, and proud to work here. That's why we offer the GEICO Pledge: Great Company, Great Culture, Great Rewards, and Great Careers. The Government Employees Insurance Company (GEICO) is a private American auto insurance company with headquarters in Chevy Chase, Maryland. GEICO is a wholly owned subsidiary of Berkshire Hathaway and is the third largest auto insurer in...

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. Senior Counsel – Independent Agency, Sales & Service GEICO is looking for an experienced legal professional to lead the legal guidance for GEICO’s growing independent agent and captive agent business selling personal and commercial insurance. Experience with agency distribution, sales, and service programs for both personal and commercial insurance products is required. In addition to providing great...

When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:  Award-winning culture  Inclusion and diversity as a priority  Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability  Generous PTO (including paid time to volunteer!)  Up to 9.5% 401(k) employer contribution  Mental health support  Career advancement opportunities  Student loan repayment options  Tuition reimbursement Flexible work environments  *All the benefits listed above are subject to the terms of their individual Plans. And that’s just the beginning…   With...

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. Position Summary: The Advisor, Employee Benefits sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of...

Job Description Summary 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. POSITION SUMMARY: The Advisor, Commercial Risk sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company...

POSITION SUMMARY: The Associate Commercial Risk Client Executive is responsible for the assisting management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients. He/she must also evaluate and educate clients on missing or newly available coverage options. PRIMARY RESPONSIBILITIES: Acquires and retains large, complex clients through a deep understanding of risk, risk mitigation, and insurance architecture and the ability to leverage and effectively communicate that knowledge in direct alignment with client operations. Develops trusted partnerships with key insurance company partners and broker representatives Leads internal discussions on client renewals including coverage comparisons, pricing comparisons, historical loss experience, and projected loss picks. Prepares complex submissions for the marketplace, including loss picks, deductible stratification, endorsement requests, and...

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 Sr. Client Manager, Commercial Risk assists in the coordination of carrier relationships on behalf of CRMG by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy. PRIMARY...