31 assistant client service specialist jobs found

The Select Specialist will serve as a trusted advisor to standard personal lines clients, providing consultative guidance and best-in-class service. The role will require working directly with other members of our Select Team as well as producers from other RSC offices. The role will also serve as a mentor to PL Select Assistant Account Specialists. Your Impact: Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations Leveraging personal insurance knowledge and expertise to actively service existing accounts and develop new business opportunities for a high volume, fast-paced book of business, consisting of standard personal lines clients Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS/EPIC accordingly Participating in the retention of renewal business. Interacting...

The Select Specialist will serve as a trusted advisor to standard personal lines clients, providing consultative guidance and best-in-class service. The role will require working directly with other members of our Select Team as well as producers from other RSC offices. The role will also serve as a mentor to PL Select Assistant Account Specialists. Your impact: Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations Leveraging personal insurance knowledge and expertise to actively service existing accounts and develop new business opportunities for a high volume, fast-paced book of business, consisting of standard personal lines clients Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS/EPIC accordingly Participating in the retention of renewal business. Interacting...

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. Territory: This role covers the Central Ohio, Columbus Metropolitan, area. Ideal Candidate Locations: The ideal candidate will live in Columbus, OH or surrounding areas.   This is a work-from-home position with day travel to policy locations (on average 3-4 days a week) via company vehicle (personal use, gas and maintenance included). Claims inspections will include onsite and virtual inspection. Depending on claim volume, this role may also support...

Description This role will be onsite at our Easton office in Columbus, OH Small Business Lending Consultants ensure a Category of One experience for all customers in providing lending solutions and taking business loan applications for Community Lending customers up to 5MM Revenue,500M Loan Amount, and 1MM Aggregate Exposure, generally. Summary: Small Business Lending Consultants ensure a Category of One experience for all customers in taking business loan applications for Community Lending customers up to 5MM Revenue, 500M Loan Amount, and 1MM Aggregate Exposure, generally. · Communicates with customer, branch partner, underwriter to submit application and obtain credit decision. · Fields new opportunities via internal, inbound phone calls · Leverages Elite Digital Lobby technology to communicate and transfer documents to and from customer. · Partners with and supports Branch colleagues and business...

Description This role will be onsite at our Easton office in Columbus, OH Small Business Lending Consultants ensure a Category of One experience for all customers in providing lending solutions and taking business loan applications for Community Lending customers up to 5MM Revenue,500M Loan Amount, and 1MM Aggregate Exposure, generally. Summary: Small Business Lending Consultants ensure a Category of One experience for all customers in taking business loan applications for Community Lending customers up to 5MM Revenue, 500M Loan Amount, and 1MM Aggregate Exposure, generally. · Communicates with customer, branch partner, underwriter to submit application and obtain credit decision. · Fields new opportunities via internal, inbound phone calls · Leverages Elite Digital Lobby technology to communicate and transfer documents to and from customer. · Partners with and supports Branch colleagues and business...

Description Job Summary The Treasury Management Customer Experience Specialist II within the Commercial Card team plays a pivotal client-facing role supporting commercial clients, sales partners, and technical contacts. This role owns end to end implementation, onboarding, technical training, and ongoing service for Commercial Card programs and integrated payments solutions.  The Specialist provides high level servicing and research support for Commercial Card and integrated payables products, prioritizes and resolves complex issues, and drives timely execution of project milestones through disciplined implementation management. Strong working knowledge of virtual cards, supplier payments, AP automation, and vendor portal configuration is essential. Key Responsibilities: Client Relationship Management : Build and maintain strong client relationships for Commercial Card and Integrated Payments solutions,...

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 Service Center Representative | Blue Ash, OH | PRIMARY PURPOSE :  To provide excellent service to callers regarding claims for multiple lines of business; to expedite the claims application process and provide detailed claim notes on all calls; to resolve issues with one call/one person response; and to direct calls to appropriate escalation path as needed. ESSENTIAL FUNCTIONS and RESPONSIBILITIES Acts as primary liaison with callers; follows client specifications...

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group’s member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered and enabled to perform at their best. Great American Custom, an underwriting division of Great American Insurance Group, dedicates itself to serving client needs and delivering outstanding service. We have made a name for ourselves as a full-service underwriting organization focused on long-term client relationships and...

Description Summary:    The Payment Support Specialist is responsible for managing client relationships and supporting the end-to-end payment experience, including platform setup, client and payee training, and ongoing support.  This role serves as a key liaison between client and the Product team, ensuring client feedback, issues, and enhancement opportunities are effectively communicated and addressed.  Key responsibilities include managing tenant and case support, monitoring client activity and payment success metrics, providing invoicing, and billing support, and advocating for continuous improvements to the client experience.  This role also involves completing ad hoc reporting, supporting rebate reconciliation, and assisting with operational and product-related initiatives as needed.  Successful candidates will demonstrate critical thinking, problem-solving, attention to detail, analytical and strategic...

Description The Treasury Management Service Specialist II – Corporate & Specialty Banking supports clients within the Corporate & Specialty Banking segment by delivering high‑touch treasury management onboarding, implementation, and advanced service support. This role focuses on sophisticated, complex client relationships across Healthcare, Franchise, Sponsor Finance, Large Corporate, and other specialty industries that require advanced treasury solutions, scalable operating structures, and strong controls. The TM Service Specialist II partners closely with Relationship Managers, Treasury Sales, Operations, Risk, Legal, and Product teams to ensure precise execution, risk alignment, and a high‑touch client experience tailored to enterprise‑level and specialty business models. Key Responsibilities Client Onboarding & Implementation (Corporate / Specialty Focus) Manage end‑to‑end onboarding and...

Description Summary: The Private Bank Service Specialist II is responsible for the day-to-day activities and interaction between the client and Huntington Bank in terms of establishment of documentation, maintenance, and servicing of the relationship.  Partners with one or more Wealth Advisors to support the sales process and deliver exceptional service to high-net worth clients. The Service Specialist II is also responsible for maintaining a detailed level of knowledge of products and services to provide Service Excellence for our clients.  The Service Specialist II will maintain focus and awareness of identifying, assessing, and managing risk and adhering to policies and procedures.  Service coverage for multiple practices (Private Banking, Trust, & Investment Management). Duties & Responsibilities: Responsible for the day-to-day activities and interaction between the client and Huntington in terms...

Description Summary: The Business Banking Closing Specialist provides administrative support for the Sales Team and is responsible for the providing quality customer service through day to day interaction between Huntington and the client, coordinating the closing of Business Banking Loans. Obtains all necessary collateral reports and information required to meet the terms and conditions of credit approval. Duties and Responsibilities: Generate term sheets / commitment letters, communicate with customers, order all 3rd party reports and title work, track expenses and fees, engage legal counsel for trusts, deed restrictions, and unique language, collect items required to clear conditions to close, and drive a deal toward closing. Provide administrative support for the Business Banking Sales Team and is responsible for the day to day interaction between Huntington and the client, coordinating the closing of...

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 Dublin Hiring Event 🚀 Open House Hiring Event – Launch Your Career With Us! Sedgwick is a leading global provider of technology-enabled risk, benefits and integrated business solutions. The company provides a broad range of resources tailored to our clients’ specific needs in casualty, property, marine, benefits, brand protection and other lines. Every day, in every time zone, the most well-known and respected organizations place their trust in us to help their...

POSITION SUMMARY: Are you a creative and detail-oriented individual who strives for excellence?  Will you thrive in a dynamic environment that requires organization, strong communication skills and the ability to manage multiple projects simultaneously?  If the answer is yes, we have the perfect opportunity for you.  Our Client Specialist position a great starting point within our benefits consulting team, where you will be responsible for client relationship management, with opportunities for career growth, development and mentorship.  No previous insurance experience is required, and we will provide on the job training and career coaching for all new associates. HUB offers a competitive compensation package, a comprehensive benefits package and the opportunity to get involved in many of our Corporate & Social Responsibility initiatives.  ABOUT HUB INTERNATIONAL: HUB International is a leading full-service global insurance broker and financial services firm...

Description Summary: The Consumer Direct Loan Specialist performs outbound sales calls to explore customers' financial needs with a focus on building and broadening existing customer or business relationships using multiple Huntington products. Duties & Responsibilities: Explains the features and benefits of alternate financial solutions and makes sales referrals to specialized areas. Makes sales referrals to specialized areas, e.g., Insurance and Mortgage, using available tools and technology. Demonstrates initiative, discipline and ability to consistently meet specific efficiency targets and production goals. Maintains up to date knowledge of products, services, technology and regulations.   Complies fully with quality and risk standards.   May take on short-term inbound call support or additional outbound calling projects as needed. Adheres to a disciplined approach to making Outbound calls...

POSITION SUMMARY: HUB International is seeking to add a Client Specialist to their Columbus based Commercial Lines team! The Client Specialist will provide administrative and professional support to commercial lines clients and HUB associates, with a focus on excellent customer service and teamwork. 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 in 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 open feedback and improvement that empowers our people to make the...

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. This position will be a people leader role on the Investment Finance team. The team is responsible for managing the financial planning, budgeting and forecasting processes for Nationwide's general account assets and NWAM clients. This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program.   It is our intention to fill this role in Columbus, OH. The hired associate must reside within 35 miles of One Nationwide Plaza, Columbus OH, 43215.   This position will be hired on a SuccessFlex basis. You will be required to come...

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. Territory: This role covers the Greater Cleveland Area in Northeast Ohio and surrounding areas. Ideal Candidate Locations: The ideal candidate will live in the Lake Shore area or surrounding areas in Northeast Ohio.   This is a work-from-home position with day travel to policy locations (on average 3-4 days a week) via company vehicle (personal use, gas and maintenance included). Claims inspections will include onsite and virtual inspection. Depending...

Description Summary: The Commercial Loan Services Specialist 2 responsibilities may include, but are not limited to, processing payments and advances, initiating wire transfers, balancing loans in line with participated banks or other entities, processing and resolving complex research transactions, reviewing and as needed, correcting loans for financial and collateral data, lien perfection and monitoring and processing of various suspect and maintenance reports. Duties & Responsibilities: Monitor suspect, maintenance reports, and CLS general ledgers daily for resolution. Ensure outages are corrected within provided Service Level Agreements Process incoming and outgoing wire transactions. Process financial transactions and balance batches of work. Receive and interpret loan documentation which may include advice from a participant bank or other agency. Maintain acceptable quality...

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 Care Team Representative Entry-level, Care Team Representative Our teams thrive together! We collaborate in person and embrace a flexible hybrid work style. To join us, you’ll need to live near one of our dynamic Centers of Excellence📍 Dublin, OH : 5500 Glendon Court #100, Dublin, OH 43016 ✨ What we offer: A stable, consistent work environment —both in-office and virtual A comprehensive training program to help you support employees and customers...