33 account manager management liability jobs found

Position Title Branch Banking Client Consultant II - Part time   Location West Bloomfield, MI 48323   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: JOB   RESPONSIBILITIES     Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client introductions to...

Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden. About the Internship The Employee Benefits Sales Intern will support our Minneapolis Employee Benefits team in developing, marketing, and selling group insurance and benefits solutions to employer clients. This internship provides hands-on exposure to the employee benefits industry, sales...

CAC Group, 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. Job Summary: Manage the day-to-day functions of an assigned book of business while providing exceptional Duties & Responsibilities:  Participate in day-to-day operations of a service team and the assigned book of business.  Handle insurance requirements on contract reviews  Interact with carriers, underwriters, and clients to provide data and information for decision making.  Maintain client records within Epic, CSR24, and other...

Position Title Branch Banking Client Consultant I (Part Time)   Location Berkley, MI 48072   Job Summary Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: JOB RESPONSIBILITIES Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative Client Experience: Provide positive client experience by assisting...

Position Title Branch Banking - Client Consultant I (Part-Time)   Location Richmond Heights, OH 44143-2940   Job Summary Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative Client Experience: Provide positive client experience by assisting with...

Position Title Branch Banking - Client Consultant I (Part-Time)   Location Mayfield Heights, OH 44124-3228   Job Summary Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative Client Experience: Provide positive client experience by assisting with...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Commercial Lines Technical Assistant to join our growing team in Austin, TX!   The Technical Assistant is responsible for assisting the account managers with the day-to-day servicing of accounts while learning about the Insurance industry. How You Will Contribute:   Issue certificates of insurance Check endorsements for accuracy, invoice and deliver to client. Check audits for accuracy, invoice, and delivery to client. Prepare policy delivery books for clients. Prepare Proposals of Insurance using the agency management system and Microsoft Word. Order loss runs from various carriers or obtain them from the carrier website. Perform routine administrative tasks. Pursues a course of personal, professional development. Licenses & Certifications: TX Property &...

Position Title Branch Banking Client Consultant II PT   Location Brentwood, NY 11717   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: JOB   RESPONSIBILITIES     Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client introductions to the right team...

Position Title Branch Banking - Client Consultant I (Part-Time)   Location Decatur, IN 46733   Job Summary Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative Client Experience: Provide positive client experience by assisting with account questions,...

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 Title: Data Operations Intern Job Location: Hybrid (at least two days/week in-office), for those based in Denver, CO; Dallas, TX; or Madison, WI. Willing to consider fully remote for the right candidate.   Filene Research Institute Physical Office Denver/Cherry Creek (CO) = 3700 E Alameda Ave (Westerra Credit Union) Dallas/Keller (TX) = 6032 Innovation Way (Tarrant County...

Position Title Branch Banking Client Consultant I PT   Location West Babylon, NY 11704   Job Summary Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: JOB RESPONSIBILITIES Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative Client Experience: Provide positive client experience by assisting with...

Position Title Branch Banking - Client Consultant I (Part-Time)   Location Mesa, AZ 85206-3736   Job Summary Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative Client Experience: Provide positive client experience by assisting with account questions,...

Job Description: Job Title: Intern – Financial Intelligence Unit (FIU) Location: Topeka, KS Employment Type : Full-Time About Capitol Federal At Capitol Federal Savings Bank , we are committed to helping individuals, families, and communities achieve financial success. With a long-standing tradition of integrity, service, and financial stewardship, we strive to deliver exceptional banking experiences to every customer we serve. Our team members are the foundation of our success. We believe in fostering a supportive environment where employees can grow professionally, contribute meaningfully, and build rewarding careers. Position Summary The Financial Intelligence Unit Intern will assist the department with special projects related to compliance with Fraud, Adult Abuse, and Red Flags of Identity Theft. The intern will assist with analyzing information and data to develop strategies to mitigate fraud risks, and assist with alerts and investigations related...

At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture. General Description (Summary, Scope, Purpose) The Courier is responsible for supporting the Office Support Manager/Department in their daily tasks, which generally comprise of clerical and other document needs, supplies, mail, errands, special projects, and reception. DUTIES Maintains coverage of the front desk/reception area. Greets and directs visitors as needed. Maintains a clean and professional lobby area, conference rooms, and break room. Takes...

Position Title Branch Banking Client Consultant I (part time)   Location Napoleon, MI 49261   Job Summary Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: JOB RESPONSIBILITIES Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative Client Experience: Provide positive client experience by assisting...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Remote Housing Coordinator SCHEDULE: Mon, Tue, Thu, Fri 11:00 AM-8:00 PM EST; Sat 9:30 AM-6:30 PM EST; Off Wed & Sun (Subject to change based off of business needs) PRIMARY PURPOSE:  To provide carrier support by assisting payments department and management with identifying carrier issues/concerns. Acts as the liaison between carriers and Property Repair Solutions internal payment team to research, review and resolve issues for carrier related requests....

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Hourly Casualty Adjuster PRIMARY PURPOSE :  To manage claim caseload of basic to highly complex claims within granted authority level including related financial implications, along with financial implications and to mentor Account Representatives and Account Specialists. ESSENTIAL FUNCTIONS and RESPONSIBILITIES Utilizes special account instructions to obtain individual customer information and adhere to instructions; identifies, initiates, and coordinates...

POSITION SUMMARY: HUB International is seeking to add a part-time Operations Intern in the Cincinnati office! This internship will provide experience supporting a number of teams within the Employee Benefits department and contributing to the day-to-day activities of the organization. This is primarily a support role that will report to the Director of Admin Operations. ABOUT HUB INTERNATIONAL: Hub International is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 21,000 employees in600+ offices located throughout North America, Hub’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of...

Position Title Branch Banking Client Consultant I-PT   Location East Northport, NY 11731   Job Summary Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals. Pay Range: $17.00-$22.55   Job Responsibilities: JOB RESPONSIBILITIES Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative Client Experience: Provide positive client...

Position Title Branch Banking - Client Consultant I (Part-Time) Location Farmingdale, NY 11735 Job Summary A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals. Hourly Range: $17.00 - $21.25 - $25.50 Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right...