8 senior product analyst jobs found

Position Title Branch Banking Client Consultant II (Part Time)   Location Brighton, MI 48116   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...

- Multi-state commercial auto insurance carrier is seeking a Senior Loss Control Representative to work within the Loss Control department. This Senior Loss Control Representative is primarily responsible for being a backup on overseeing the consultant phone survey program and completion of the monthly Accident Trend Analysis reports for insured customers. When not backing up the primary position, phone surveys within the consultant phone survey program are to be completed. This position requires limited travel for department meetings and training. Travel is scheduled in advance. Key Accountabilities/Deliverables: Review consultant reports for accuracy including appropriate grading, state specific questions and proper punctuation and grammar.  Works with consultants to improve report quality as needed.  Approve completed reports and consultant invoices for processing Generate consultant reports by running reports and ensuring survey request validity.  Assign...

The Personal Lines Client Service Manager is responsible for assisting producers and clients in maintaining insurance coverage for personal lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations. Supervisory Responsibilities:   None Essential Tasks: Assist with Receptionist/Administrative responsibilities.  Preparing and processing endorsements requests for submission to insurance carriers, including invoicing, and timely follow-up to confirm receipt. Verification of rates, exposures, and prior premiums to ensure accurate policy records. Handling/processing policy cancellations, billing inquiries, and related issues with attention to detail and efficiency. Work closely with Senior Insurance Managers for the review and approval of endorsements and renewals. Provide exceptional client service and support policy retention efforts through proactive communication and problem-solving. Respond to and process...

The Personal Lines Client Service Manager is responsible for assisting producers and clients in maintaining insurance coverage for personal lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations. Supervisory Responsibilities:   None Essential Tasks: Preparing and processing endorsements requests for submission to insurance carriers, including invoicing, and timely follow-up to confirm receipt. Verification of rates, exposures, and prior premiums to ensure accurate policy records. Handling/processing policy cancellations, billing inquiries, and related issues with attention to detail and efficiency. Work closely with Senior Insurance Managers for the review and approval of endorsements and renewals. Provide exceptional client service and support policy retention efforts through proactive communication and problem-solving. Respond to and process certificate of insurance (COI), ID Cards, and billing questions as...

Sr. Administrative Assistant - 87DA7N We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              Overview of the role: The Workplace Experience Manager is responsible for creating, managing, and continuously improving the overall employee experience within the physical workplace. This role ensures that office environments are safe, efficient, welcoming, and aligned with company culture, brand standards, and business objectives. The Workplace Experience Manager partners with Facilities, Real Estate, HR, IT, and external vendors to deliver high‑quality services that support productivity, engagement, and employee satisfaction. Note: this is a part-time position (Mondays through Thursdays in-office). Responsibilities:...

Position Summary:  The Commercial Lines Support Representative is responsible for assisting with Commercial lines department with administrative tasks. Essential Tasks: Process incoming/outgoing mail Attaching documents Invoicing & billing Policy Issuance Servicing customer needs Various other clerical tasks and projects as instructed Core Competencies: Ability to Analyze and Solve Problems : Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner Attention to Detail : A strong focus on completing tasks and projects accurately and thoroughly Communication Skills : Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences Timely Task Completion : Ability to finish tasks and projects efficiently, managing resources and priorities effectively Team Collaboration : Willingness to work together with others, promoting teamwork and supporting...

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 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...