16 private client account manager jobs found

Description This position is available to be filled at any Huntington Bank Corporate office location.  Job Summary Huntington National Bank (“HNB”) is seeking Managing Director to originate and execute project financing, structured financing, and debt advisory within the project finance and infrastructure segment. Strategic objective of the division HNB is expanding its team of specialized project finance bankers. The Project Finance and Infrastructure (“PFI”) line of business is a crucial new growth strategy for HNB’s Structure Finance group and will offer the Banker the opportunity to play a leading role in building and evolving this growth business.   In this regard, knowledge leadership in this sector, building new client relationships and client income maximization will be a primary focus and responsibility of the Senior Coverage Banker (the “Banker”) in achieving his/her commercial objectives. The...

Description This position is available to be filled at any Huntington Bank Corporate office location.  Job Summary Huntington National Bank is seeking Director level Relationship Banker to originate and execute project financing, structured financing, and debt advisory within the project finance and infrastructure segment. Strategic objective of the division Huntington National Bank (“HNB”) is expanding its team of specialized project finance bankers. The Project Finance and Infrastructure (“PFI”) line of business is a crucial new growth strategy for Huntington Bank’s Structure Finance group and will offer the Banker the opportunity to play a leading role in building and evolving this growth business.   In this regard, knowledge leadership in this sector, building new client relationships and client income maximization will be a primary focus and responsibility of the Senior Coverage Banker (the...

Description Summary: The Private Banking Service Specialist II provides first line sales and service support for Private Banking Clients. Partners with one or more Private Bank Relationship Managers to support the sales process and deliver exceptional service model to high net worth clients. Duties & Responsibilities: Private Banking Service Specialist II is responsible for the day to day activities and interaction between the client and Huntington in terms of establishment, documentation, maintenance and servicing of the relationship, including but not limited to: personal and business deposit accounts, consumer lending and mortgages. Works directly with the client and/or relationship manager to obtain related applicant and financial information or other documentation (i.e. trust documents, insurance policies, business documents, etc.) needed for new accounts or loans and servicing requests. May advise...

The primary role of the Account Manager is to handle the day-to-day Client Service requirements on an assigned book of business. This book of business could have a Producer or Account Executive who has overall responsibility for Service, Placement and Business Development. The Account Manager’s focus includes a significant amount of time spent on system activity and communication with the client via email or phone. They have great accountability to adhere to corporate initiatives, process and procedures, including system of record data integrity. The AM is a key member of the client team and provides direction to any 3rd party vendors who have responsibility for the account. Your Impact Client management: At the direction of the Producer or Account Executive (Prod/AE), participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering Manages a renewal book of business, including creation of submissions,...

The Associate Account Manager (AAM) plays a key role in supporting the Client Service team and gaining hands-on exposure to the insurance brokerage business. This position is ideal for individuals looking to build a strong foundation and grow their career within a fast-paced, client-focused environment. The AAM is responsible for completing specific service and transactional tasks on an assigned book of business under the guidance of the Account Manager, Senior Account Manager, or Account Executive. This role requires a detail-oriented, process-driven mindset and the ability to manage a high volume of work with accuracy and organization. The AAM is accountable for maintaining data integrity within the service system of record and ensuring documentation is complete and compliant. As skills develop, the AAM will take on stretch assignments and gain increased exposure to client interaction, setting the stage for future career advancement. The AAM works closely with the Client...

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. Nationwide’s Investments Legal Practice Group within the Office of the Chief Legal Officer is seeking an experienced attorney to support the Department of Investments with a primary focus on structured finance. This role provides strategic legal guidance on the structuring, negotiation, and execution of complex transactions involving asset-backed securities (ABS), collateralized loan obligations (CLOs), structured notes, securitizations, and related structured products. The successful candidate will collaborate closely with senior...

Description Summary: The Private Bank Market Manager III is responsible for managing and directing all Private Banking sales and service activities for a large region to provide leadership and guidance to Relationship Managers to deepen relationships within the region. Duties and Responsibilities: Establishes strategic plans and marketing initiatives that support business development goals within the market to achieve success across the Private Banking team. Responsible for meeting performance expectations relative to financial objectives for the region. Actively involved in identifying and cultivating relationships with centers of influence and internal leaders across all business segments to meet OCR expectations. May personally manage selected large accounts or portfolios of a complex or sensitive nature. Performs other duties as assigned. Basic Qualifications: Bachelor's Degree 10+ years of...

The Small Group Benefit Coordinator assists in all aspects of day-to-day client management as directed by members of the team.  The Benefit Coordinator supports client teams in developing benefit strategies and meeting client goals and objectives and in selecting programs that best meet the client’s needs and financial requirements. The essential functions include data analysis, drafting client reports, RFP development, marketing analysis and vendor implementation. The qualified candidate must have the ability to learn the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans. Your Impact: Benefit Coordinator does not directly manage any clients Under moderate supervision, collects, analyzes, and prepares information to facilitate requirements of client requests and/or support the activities of client team; outgoing client deliverables accurate and peer reviewed Fully support the Team...

If you’re passionate about being part of a dynamic organization that enables a Fortune 100 company with nearly $70 billion in annual sales to drive innovation and adopt new technologies that deliver business results, then Nationwide’s Technology 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. The Claims Management Sr. Consultant serves as the enterprise category leader for Claims Management, with primary ownership of both the Material Damage and Expert Services categories. This role is accountable for developing and executing category strategies and sourcing roadmaps that align supplier capabilities, contracts, and commercial structures with Claims and enterprise objectives. The Sr. Consultant leads end‑to‑end category governance, including supplier segmentation and relationship strategies,...

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. This position is a critical member of Nationwide’s Alternative Risk, Reinsurance, and Insurance Claims legal center of excellence within the Office of the Chief Legal Officer (OCLO), supporting complex matters across the Nationwide enterprise. The role provides specialized legal and regulatory counsel on alternative risk financing strategies, reinsurance transactions, and insurance and reinsurance claims, including related coverage, regulatory, governance, and external audit matters for Property & Casualty and Financial Services...

Job Description Department: Transportation Industry Accounts Location: Cleveland, OH | Melbourne, FL About Acrisure: Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and has grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Job Summary: Join our team as a Commercial Lines Account Manager, where you’ll play a key role in supporting our transportation industry accounts. In this role, you will: Apply creative analysis strategies...

The Employee Benefits, Account Manager is responsible for managing an assigned book of business while developing long-term relationships with clients. This position will also be responsible to respond to the day-to-day client inquiries and any needed client analytics. The Account Manager will interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. The Account Manager performs these essential functions of the position while meeting RSC quality and service standards. The Account Manager has a smaller book of business with less complex clients and assists the Team Leader and Account Executive(s) on their clients. The Account Manager is responsible for revenue growth – client expansion – on their personal book of business. The qualified candidate must have strong knowledge across the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact...

The Director, Account Management – Employee Benefits (Select) serves as a senior subject matter expert and strategic leader responsible for overseeing a significant block of General Agent (GA) business while leading the wholesale account management team. This role partners closely with brokers, carriers, and internal stakeholders to deliver compliant, high-quality employee benefits solutions across Health & Welfare lines. The Director is accountable for revenue growth, carrier relationships, operational excellence, and the professional development of their team. Your Impact: Serve as subject matter expert across Health & Welfare benefits, including medical, dental, vision, life, disability, and voluntary products Oversee and grow a large GA block of business totaling $8M–$9M+ in premium Lead GA carrier relationships to maintain and expand override contracts Provide strategic leadership and mentorship to the wholesale team, including account managers, benefit...

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! 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. Drive profitability and growth across core retirement products. Nationwide Financial is hiring a Senior Director, Actuary to lead actuarial pricing and strategy across Recordkeeping (RK), Group Annuity Contracts (GAC), and Stable Value Wrap (SVW) products. This is a senior leadership opportunity for an actuary who wants to build relationships with Retirement Solutions business leadership and influence business strategy.     This role requires close collaboration with Corporate ALM actuarial as well as the Office of Investments to ensure profitable growth while mitigating downside risk. What...

The Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives to develop and execute on the client’s benefit strategy. The Account Executive will research, analyze, and evaluate medical, life, disability and other benefit plans and serve as the benefit expert to clients. The Account Executive is the primary point of contact for clients and will have indirect supervision of team members, review work for accuracy and delegate work and projects to other members of the team to ensure client deliverables are timely and accurate. The Account Executive is responsible for revenue growth – client expansion – on their personal book of business and assisting producers and team with prospecting new clients, including proposal development. The qualified candidate must have strong knowledge across the spectrum of employer-sponsored health & welfare related plans, including federal and state...

The PL Select Team Leader role is to oversee the day-to-day operations of the PL Select team, manage staff performance and development, their collective adherence to Select processes, review agreed upon KPI’s, interact with, and assist in the management of external carrier and vendor relationships and be a point person for the local geography within the broader RSC and Select structure. Your impact: Responsible for leading the PL Select office to successfully reach or exceed its growth and client retention goals. Manage the standardized workflows for all PL Select team members. Set department goals and KPI’s in collaboration with Regional PL Select Leader. Responsible for handling a reduced book of business to leave enough time for team management responsibilities. Establish professional development and talent management for all PL Select staff. Assist in the management of external vendor relationships in collaboration with leadership to ensure process and...