26 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...

Description Summary: The Treasury Management Customer Experience Service Specialist for Specialized Products has a pivotal role, providing direct support for clients, sales partners, and technical contacts working with specialized products including, but not limited to eBill Present & Pay, Integrated Receivables, and Print & Mail. This role involves ownership of product implementation tasks, establishing goals and milestones throughout specialized product implementations, and tracking progress. The specialist is responsible for servicing and research related to specialized products, identifying and prioritizing issue resolution, and ensuring adherence to timelines and achievement of milestones through a disciplined approach to implementation, service, research, and issue resolution.  This position requires demonstrated expertise in onboarding commercial treasury products and executing both technical and...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial 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. Join a high-impact underwriting team where you’ll be a go-to resource for partners, help shape smarter decisions on complex cases, and play a key role in training and process improvement. In this role, you’ll balance technical underwriting responsibility with collaboration, coaching, and project work—offering plenty of visibility to leadership and opportunities to grow your influence and expertise. Associate responsiveness & communication Serve as a daily resource for questions from team...

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 Rep 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. ARE YOU AN IDEAL CANDIDATE? We are looking for enthusiastic candidates who thrive in a collaborative environment, who are driven to...

POSITION SUMMARY: HUB Heartland is seeking to add a Data Analyst to our Financial Operations team, responsible for overseeing and managing the financial operations of all HUB offices across the Ohio market. Operations professionals serve alongside the local leadership teams as a resource to all HUB International regional offices. As an integral part of the growing HUB team of experts, our operations teams are critical to the success of our daily functions. This is an ideal early career opportunity for someone with a passion for problem solving and working closely with numbers and data. Top candidates for this role will have a knack for digging through large data sets and ensuring high levels of accuracy and attention to detail. This is a hybrid opportunity based in our Cincinnati, OH office, and will report to the Director of Financial Operations. ABOUT HUB INTERNATIONAL: Hub International is a leading full-service global insurance broker and financial services firm...

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...

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 and highly motivated Paralegal Specialist to join our team supporting the Department of Investment. This role is a critical partner to Nationwide’s investment professionals and provides strategic, business-oriented legal guidance on a wide range of sophisticated private investment transactions, including private placements, private credit, private funds, co-investments, secondary transactions, and related matters. The...

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 and 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. For more than 35 years, Great American’s Specialty Human Services Division has provided insurance solutions to the human and social service marketplace. The division is one of the first insurance companies to recognize the special needs of these organizations. Over the years,...

Description Summary: The IS Technical Specialist provides technical and consultative support on the most complex technical matters.  Duties and Responsibilities: Analyzes, designs, and develops systems based upon user specifications.  Provides technical assistance in solving hardware or software problems.  Possesses an in-depth knowledge of and works with the technical tools available for systems development and support. Maintains and demonstrates knowledge of technical industry trends, particularly as they apply to Huntington.  May assist with identifying training needs or with training of less experienced staff.  May serve as project leader for specific projects. Performs other duties as assigned. Basic Qualifications: Bachelor's Degree 5+ years of related experience or an additional 4 years of related work experience may be considered in lieu of the Bachelor's Degree Preferred...

About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: The individual in this role is a seasoned insurance professional responsible for leading the execution of new business and renewal processes for mid-to-large commercial insurance accounts. This includes overseeing timelines, conducting exposure and financial...

Description This position is open to Huntington Corporate Office footprint 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...

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 SUMMARY: HUB International is expanding its Benefit Consulting team in Cincinnati, looking to add another experienced employee benefits professional seeking a new challenge within an established and growing organization! Our Benefit Consultants are responsible for the overall strategic management of a block of current clients; the primary objectives and goals of the position are to maintain an assigned block of clients (retention) and grow the block of business organically (sales), as well as mentor and develop their support team. The Benefits Consultant accomplishes this by bringing a consultative approach to our clients while supporting the block with market, product, wellness, and health care reform expertise. This is a hybrid work opportunity at our Cincinnati office located in Kenwood and would report to the Vice President of Benefit Consulting. HUB International offers a competitive compensation package, a comprehensive benefits package and the opportunity to get...

Description The Treasury Management Service Specialist for Specialized Products has a pivotal role, providing direct support for clients, sales partners, and technical contacts working with specialized products including, but not limited to eBill Present & Pay, Integrated Receivables, and Print & Mail. This role involves ownership of product implementation tasks, establishing goals and milestones throughout specialized product implementations, and tracking progress. The specialist is responsible for servicing and research related to specialized products, identifying and prioritizing issue resolution, and ensuring adherence to timelines and achievement of milestones through a disciplined approach to implementation, service, research, and issue resolution. Key Responsibilities: Client Relationship Management: Develop and manage strong relationships with clients utilizing Huntington’s Specialized...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: This role provides comprehensive sales, underwriting, and operational support for Large Group (51+) quoting and new business opportunities. Responsibilities include evaluating underwriting requirements, preparing accurate proposal documents, supporting brokers and carrier partners, and maintaining data integrity throughout the RFP and onboarding process. The position requires strong attention to...

Description The SBA Eligibility team is looking for an SBA Eligibility Review Officer II. Duties & Responsibilities: Review and structure complex SBA & USDA guaranteed business loan applications of all sizes for program eligibility and compliance, assuring that agency guarantee can be enforced. Understands the SBA & USDA standard operating procedures based on each loan approval. Interacts with SBA Product Specialists and internal SBA Operations colleagues to facilitate understanding of the SBA and USDA guaranteed loan programs as well as to understand the credit request, obtain necessary eligibility information, and communicate eligibility decision and reasoning. Clearly communicates eligibility requirements and loan statuses in weekly calls with the SBA Product & Client Specialist. Work directly with the SBA loan center when required to obtain proper SBA approval and documentation. Clearly...

Description The Trust Tax Accountant is an integral member of the Trust Tax Services team and assists the Wealth Advisors, Trust Administrators, and Service Specialists in Huntington’s Private Bank segment. We are responsible for not only tax compliance associated with fiduciary and charitable trust accounts, but also in maintaining strict oversight and internal compliance associated with fund movement and account reconciliation. Beyond technical duties, the Trust Tax Services team assists a field of professionals in building trust and strengthening client relationships, advancing Huntington’s core value of Service Heart. Duties and Responsibilities Supports account reconciliation process and documentation/disclosure of account transactions Communicates with our third-party tax preparers during tax deadline periods and assists with resolution of open items and issues Prepares fund transfers and payment...

Description Job Summary The Treasury Management Service & Onboarding (S&O) Specialist within the SafeCash/Managed Courier (Cash Receivables) team has a pivotal client-facing role providing direct support for clients, sales partners, and technical contacts working with SafeCash clients. This role involves ownership of the SafeCash/Managed Courier product implementation, onboarding, technical training, and ongoing maintenance tasks for cash solutions. The specialist is responsible for servicing and research related to specialized products, identifying and prioritizing issue resolution, and ensuring adherence to timelines and achievement of milestones through a disciplined approach to implementation, service, research, and issue resolution. This role also requires strong working knowledge of cash vendors and the ability to manage customer profiles within vendor portals. Key Responsibilities Client...

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 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 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. Your Next Chapter:   Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader. We’re seeking a high-performing...