44 client specialist jobs found in Golden, CO

Porch Group is a leading vertical software and insurance platform and is positioned to be the best partner to help homebuyers move, maintain, and fully protect their homes. We offer differentiated products and services, with homeowners insurance at the center of this relationship. We differentiate and look to win in the massive and growing homeowners insurance opportunity by 1) providing the best services for homebuyers 2) led by advantaged underwriting in insurance 3) to protect the whole home. As a leader in the home services software-as-a-service (“SaaS”) space, we’ve built deep relationships with approximately 30 thousand companies that are key to the home-buying transaction, such as home inspectors, mortgage companies, and title companies. In 2020, Porch Group rang the Nasdaq bell and began trading under the ticker symbol PRCH. We are looking to build a truly great company and are JUST GETTING STARTED. Job   Title :   Client Support Specialist...

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 Client Relations Specialist serves as a resource to HNW clients and personally provides prompt, efficient and high-quality service. PRIMARY RESPONSIBILITIES: Respond to incoming client service requests for small to large accounts Process endorsements...

As a Health and Benefits Senior Associate, you will be a key member of the client service team, engaging directly with clients and establishing relationships across all levels of the client organization.  You will substantially contribute to the management of projects, leveraging your experience as a benefits expert to make recommendations on plan design and management for the full array of health and benefits programs. You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as a pivotal point of contact on projects and working alongside industry experts on cutting edge solutions. Play a lead role in the design and management of group medical, dental, wellbeing, life, disability and absence management benefits for  clients.   Responsibilities include:  •    Materially contributing to and/or leading project management; monitoring progress against established objectives, budgets, timelines, deliverables and...

Description The Treasury Management Service Specialist II – Specialized Mortgage Solutions (SMS) supports clients within the mortgage ecosystem by delivering high‑touch, specialized treasury management onboarding, implementation, and ongoing service support. This role focuses on residential and commercial mortgage servicers, mortgage originators, lenders, and related real estate organizations that require complex custodial, operating, and control account structures. The Specialist II partners closely with SMS Relationship Managers, Treasury Sales, Operations, Risk, Legal, and Product teams to ensure precise execution, regulatory adherence, and an exceptional client experience in a highly regulated and operationally complex environment. Hours for this role: (West Coast/PST: 8 AM – 5 PM or 9 AM – 6 PM PST) Key Responsibilities Client Onboarding & Implementation (SMS Focus) Manage end‑to‑end onboarding...

Porch Group is a leading vertical software and insurance platform and is positioned to be the best partner to help homebuyers move, maintain, and fully protect their homes. We offer differentiated products and services, with homeowners insurance at the center of this relationship. We differentiate and look to win in the massive and growing homeowners insurance opportunity by 1) providing the best services for homebuyers 2) led by advantaged underwriting in insurance 3) to protect the whole home. As a leader in the home services software-as-a-service (“SaaS”) space, we’ve built deep relationships with approximately 30 thousand companies that are key to the home-buying transaction, such as home inspectors, mortgage companies, and title companies. In 2020, Porch Group rang the Nasdaq bell and began trading under the ticker symbol PRCH. We are looking to build a truly great company and are JUST GETTING STARTED. Job Title:   Retention Specialist Location:...

Job Description: CSI is seeking an experienced Implementation Specialist II to lead software implementation, conversion, and deployment projects for both new and existing customers. This role is responsible for delivering successful implementations of complex solutions, supporting strategic customer initiatives, and serving as a trusted advisor throughout the project lifecycle.  Implementation Specialists II typically lead multiple smaller projects or a major, high-impact implementation involving CSI's most complex software solutions. Responsibilities may include customer data conversion, software configuration, testing coordination, go-live support, and post-implementation transition activities. What You'll Do Serve as the primary liaison between CSI and financial institutions during implementations, conversions, system upgrades, and technical service projects. Lead implementation projects for new conversions, cross-sell opportunities, mergers, and other...

Description Liberty Mutual has an immediate opening for a Senior Technical Claims Specialist on a team primarily dedicated to handling Construction Defect claims. The Senior Technical Claims Specialist determines coverage, investigates highly complex commercial casualty claims, determines liability, sets and adjusts reserves, evaluates the claim, manages the litigation, negotiates a settlement, authorizes and pays or denies the claim, in whole or in part. The Senior Technical Claims Specialist also demonstrates the highest level of expertise and sound judgment in complex matters; often serves as a subject matter expert. In this position, you may handle primary, umbrella and excess claims, directly or as a Third-Party Administrator (TPA), including Wrap-up/Controlled Insurance Programs (CIP, OCIP, CCIP, etc.). Policy Holders retention programs may include Deductibles, Self-Insured Amounts and/or Self-Insured Retentions that can range from Zero ($0.00) to very...

Job Description: The Loan Implementation Specialist is responsible for leading the successful delivery of loan implementations for financial institution clients transitioning to CSI’s NuPoint platform. This role ensures implementations are executed from initiation through go-live while maintaining a strong focus on customer experience, data accuracy, and project outcomes.  This individual will serve as a client-facing leader, working closely with internal teams and bank stakeholders to guide them through the full implementation lifecycle, including documentation review, data validation, training, and on-site support. Key Responsibilities Project Initiation Partner with internal stakeholders to ensure a smooth transition from sales to implementation Lead kickoff meetings and establish clear expectations with bank clients Develop strong relationships early in the implementation lifecycle Project Planning Gather and review loan documentation, workflows,...

Job Responsibilities and Requirements KEY RESPONSIBILITIES *other duties as assigned* The Workforce Accommodations Specialist will work closely with the employee, healthcare provider and employer to explore accommodations that will assist the employee in performing the essential functions of their job. The Specialist reviews complex medical information for temporary and permanent accommodation requests; and works with the client to identify reasonable accommodations under the ADAAA, state law, PWFA and/or client requirements.   Duties and Responsibilities: Conduct thorough and confidential assessments of accommodation requests, including reviewing medical documentation and engaging in an interactive process with employees and their supervisors/HR Partners. Serve as the primary point of contact for employees with disabilities, providing guidance and support in requesting and implementing reasonable accommodations. Manage a caseload of open accommodation...

Job Description: As an Implementation Specialist – Item Processing, you will play a key role in delivering CSI’s item processing solutions—including POD+, Web RDC, and Smart Branch—to new and existing financial institution clients. This position combines technical configuration with customer-facing training and support, ensuring successful implementations from initial setup through go-live.  You will partner closely with internal teams and bank clients to configure systems, facilitate training, and ensure a smooth transition during product implementations. What You’ll Do Implementation & Configuration Execute implementation projects including new conversions, cross-selling opportunities, and system enhancements Configure item processing solutions, including POD+, Web RDC, and Smart Branch Support setup of equipment such as scanners and ensure proper system configuration Assist with data validation, system setup, and pre-go-live readiness Customer...

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Salary Job Description:   Strategic Sourcing Specialist – The Auto Club Group What you will do: Provides support for defined sourcing categories/commodities aligned with business lines and inter-club organizations.  Provides support for strategic sourcing and supply chain requirements that ensure competitive solutions that provide the greatest competitive value for the enterprise.  Acts as a liaison with all clubs and departments within the Auto Club Group (ACG) in order to facilitate the procurement and deployment of necessary goods and services at the optimal economic value for ACG.  Supports the development, implementation and on-going management of change between the strategic sourcing and supply chain (procurement) organization and internal client organizations.  Assists management with...

Position Title Credit Products Specialist II - Franchise Finance Location Nationwide, MI 48098 Job Summary The Credit Products Specialist II – Franchise FInance plays a key role in structuring and underwriting complex commercial credit transactions while managing an assigned loan portfolio within a specialized vertical or region. This position is responsible for independently analyzing credit risk, negotiating loan terms, and providing strategic recommendations to relationship and credit teams. By proactively monitoring portfolio performance and identifying emerging risks, this role ensures sound credit decisions and long-term client success. The position also supports the professional development of junior team members by sharing expertise and best practices. Job Responsibilities: JOB RESPONSIBILITIES Credit Structuring & Underwriting : Lead underwriting efforts for complex loan requests, assessing creditworthiness and recommending risk-mitigating...

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,...

At EMC, we’re all about working together to make an impact. As part of our team, you’ll have the opportunity to grow, contribute, and gain experience that matters. We strive to be caring leaders, close partners, and responsive experts—always supporting each other to do our best work. Join us, and let’s improve lives together.    **This position is eligible to work from home anywhere in the United States** Essential Functions:    Completes virtual risk control surveys of moderately sophisticated policyholders’ operations across and assesses the exposures present along with identification of hazards and adequacy control Provides consultation to small and mid-size commercial policy holders utilizing a business focused approach regarding their operations and claim trends across all lines of coverage Provides consultation to policyholders regarding their operations, claims trends, and recommendations for improvement related to insured coverages and enhanced...

Position Title Credit Products Specialist Sr-Specialized Location Nationwide, MI 48098 Job Summary The Senior Credit Products Specialist - Specialized is a strategic advisor responsible for structuring, negotiating, and managing highly complex commercial credit relationships. This role influences credit strategy by providing deep market insights, proactive risk identification, and innovative deal structuring solutions. With extensive experience in credit analysis and portfolio management, this position ensures long-term portfolio health while supporting the bank’s growth objectives. Additionally, this role serves as a mentor and thought leader, developing junior credit professionals and shaping best practices in underwriting and risk management. Job Responsibilities: JOB RESPONSIBILITIES Complex Credit Structuring & Underwriting : Lead the structuring, analysis, and approval of highly complex credit transactions, ensuring risk is balanced with business...

Description The Senior Technical Claims Specialist determines coverage, investigates complex and highly complex Commercial Casualty claims, determines liability, sets and adjusts reserves, evaluates the claim, negotiates a settlement, authorizes and resolves the claim.  In this role, you will demonstrate a high level of expertise and sound judgment in complex matters; may act as a subject matter expert.   You will be required to go into the office twice a month if you reside within 50 miles of one of the following offices: Boston, MA; Hoffman Estates, IL; Indianapolis, IN; Lake Oswego, OR; Las Vegas, NV; Plano, TX; Suwanee, GA; Chandler, AZ; or Weatogue, CT.  Please note this policy is subject to change.   Responsibilities: As the claim’s owner, determines coverage, investigates the claims, determines liability, sets and adjusts reserves, evaluates the claim, negotiates a settlement, authorizes and pays the claim; may deny claims. Reviews...

Say hello to Hagerty Hagerty is a company built by drivers for drivers. We put our members at the center of everything we do and are dedicated to making it easier and more enjoyable for enthusiasts to drive and celebrate the machines they love. We’re proud to be the world’s largest insurer of collectible and enthusiast vehicles and are home to the Hagerty Drivers Club, the world’s largest car club. Our Marketplace business presents live and digital sales across the U.S. and Europe, we host a number of driving events and concours, and our award-winning automotive journalists produce the most popular car magazine globally, alongside internationally awarded videos. We’re committed to Never Stop Driving. Ready to get in the driver’s seat? Join us!   As Client Liaison & Project Coordinator , you will work closely with various Broad Arrow Car Specialists to support collector car and memorabilia consignments for Hagerty’s digital Marketplace. The ideal candidate will...

Say hello to Hagerty Hagerty is a company built by drivers for drivers. We put our members at the center of everything we do and are dedicated to making it easier and more enjoyable for enthusiasts to drive and celebrate the machines they love. We’re proud to be the world’s largest insurer of collectible and enthusiast vehicles and are home to the Hagerty Drivers Club, the world’s largest car club. Our Marketplace business presents live and digital sales across the U.S. and Europe, we host a number of driving events and concours, and our award-winning automotive journalists produce the most popular car magazine globally, alongside internationally awarded videos. We’re committed to Never Stop Driving. Ready to get in the driver’s seat? Join us!   As a Car Specialist, you will join the Broad Arrow team, helping clients buy, sell, and finance collector cars through auctions, private sales, Hagerty Marketplace, and Broad Arrow Capital. We are seeking candidates with proven...

Are you looking to make an impactful difference in your work, yourself, and your community? Why settle for just a job when you can land a career? At ICW Group, we are hiring team members who are ready to use their skills, curiosity, and drive to be part of our  journey as we strive to transform the insurance  carrier space. We're proud to be in business for over 50 years, and its change agents like yourself that will help us continue to deliver our mission to create the best insurance experience possible. Headquartered in San Diego with regional offices located throughout the United States, ICW Group has been named for ten consecutive years as a Top 50 performing P&C organization offering the stability of a large, profitable and growing company combined with a focus on all things people. It's our team members who make us an employer of choice and the vibrant company we are today. We strive to make both our  internal and external communities better everyday! Learn more...

Wealth Management & Insurance Planning Specialist Vancouver, BC Hub Financial, a division of HUB International, is one of Canada’s largest independent Managing General Agencies (MGA). Specializing in life insurance, investments, and wealth management, we provide independent financial advisors with a wide range of products, resources, and tools to help their business succeed. Our services include access to top-tier insurance solutions, cutting-edge technology platforms, and operational support all designed to streamline business processes and improve client outcomes. At Hub Financial we empower independent advisors to grow their practices, enhance their client service, and deliver comprehensive financial solutions. About The Role As a Wealth Management & Insurance Planning Specialist, you will play a vital role in growing and retaining HUB's client portfolios. In this position, you'll have the opportunity to take over and expand upon an existing client base from...