5 associate client advisor jobs found

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship.  We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together.  Come be a part of this journey with us as we champion lives! The Case Manager plays a critical role in ensuring the efficient progression of cases through New Business and Underwriting processes. Acting as a liaison between internal teams and external partners, this role demands a high level of urgency, clear communication, and relationship-building to consistently exceed customer expectations. This role's objective is to exceed customer expectations through high-impact communication and being an advocate for their sales partners while navigating business needs.  What you will do: Build and maintain trust with producers...

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. About the Role This is a highly visible, field-based opportunity on Nationwide’s National Catastrophe (NATCAT) Response Team—supporting customers when they need us most. As a Property Claims Field Adjuster, you’ll respond to major disaster events nationwide, including hurricanes, tornadoes, wildfires, and floods, delivering hands-on support and guidance during critical moments of recovery. In this role, you’ll travel to impacted areas (up to 80%, often on short...

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship.  We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together.  Come be a part of this journey with us as we champion lives! Job Summary The Individual Life Operations Processor works in a team environment and is responsible for managing various financial requests across multiple platforms, including loans, withdrawals, surrenders, transfer of value, payments research, automated bank drafts and other financial-related functions. This individual will develop expertise with core products, as well as proficiency with the team's major workflows. The Individual Ops Processor provides quality customer service to agents, brokers, independent producers, and clients by demonstrating strong...

At OneAmerica, we deliver on promises when customers need us most.  We believe the best way to serve our customers is to know that every individual, employee, family and business we work with has unique personal and financial goals.  We keep our promises, so we can help them achieve their goals and realize their definition of financial success. The Implementation Manager leads the end‑to‑end onboarding of new employer groups for our Employee Benefits products, including Life, Disability, and Supplemental Health. In this client‑facing role, you will serve as the primary point of contact for clients, brokers, and internal partners—ensuring accurate plan setup, timely delivery of contracts and bills, and a seamless transition to ongoing service teams. Your work helps establish the foundation for a long‑term, successful client relationship. What You Will Do: Serve as the single point of contact for new clients throughout the implementation lifecycle. Facilitate kickoff...

Description Summary: The Regional Manager – HFA & Preferred Banking is a strategic leadership role responsible for managing a team of Licensed Preferred Bankers and Financial Advisors across a Retail Banking branch network. This role oversees regional sales activities, regulatory compliance, operational execution, and client relationship management, ensuring delivery of comprehensive financial solutions including planning, advisory, brokerage, and insurance services. The manager fosters collaboration across business lines and drives performance through coaching, development, and strategic direction. Duties and Responsibilities: Lead, motivate, and develop a high-performing team of Licensed Preferred Bankers and Financial Advisors through coaching, mentoring, and goal setting. Oversee regional sales strategies and ensure alignment with corporate objectives and client needs. Ensure compliance with all...