29 client experience representative jobs found

Job Title: Account Executive - Brotherhood Works / Employee Benefits FLSA Status: Exempt Job Family: Affiliates Department: Brotherhood Works - Insurance Services Location: Corporate Office (Fort Wayne, IN) JOB SUMMARY Responsible for achieving Brotherhood Works sales targets by identifying and pursuing qualified leads in alignment with the company’s marketing initiatives and agent engagement activities. Additionally, responsible for assessing the specific needs of Brotherhood Works’ unique prospect niche and creatively presenting the company’s value proposition by recommending tailored solutions that address those needs. POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Achieve annual new sales targets established by the sales...

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 Sr. Disability Representative Our teams connect! We collaborate onsite and have a hybrid work arrangement. All candidates must live near one of these Centers of Excellence:   Indianapolis, IN: 8909 Purdue Road Suite 501 Indianapolis, IN 46268  Dubuque, IA   : 4141 Westmark Drive, Dubuque, IA 52002  PRIMARY PURPOSE : Provides disability case management and complex claim determinations based on medical documentation and the applicable disability plan...

About Specialty Program Group:  Specialty Program Group (SPG) is the wholesale & MGA division of HUB International (5th Largest Global Broker). SPG acts in a holding company capacity acquiring best in class underwriting businesses to operate independently under distinct brands (portfolio companies). About CM&F: CM&F Group (cmfgroup.com) is looking for a customer-oriented Account Manager. The Account Manager will act as a liaison, provide product/services information and resolve any emerging problems that our customer accounts might face with accuracy and efficiency. The best Account Managers are genuinely excited to help customers. They’re patient, empathetic, and passionately communicative. They love to talk. Account Managers can put themselves in their customers’ shoes and advocate for them when necessary. Customer feedback is priceless, and these Account Managers can gather that for you. Problem-solving comes naturally to customer care specialists. They are...

About Specialty Program Group:  Specialty Program Group (SPG) is the wholesale & MGA division of HUB International (5th Largest Global Broker). SPG acts in a holding company capacity acquiring best in class underwriting businesses to operate independently under distinct brands (portfolio companies). About CM&F: CM&F Group (cmfgroup.com) is looking for a customer-oriented Bilingual Account Manager. The Account Manager will act as a liaison, provide product/services information and resolve any emerging problems that our customer accounts might face with accuracy and efficiency. The best Account Managers are genuinely excited to help customers. They’re patient, empathetic, and passionately communicative. They love to talk. Account Managers can put themselves in their customers’ shoes and advocate for them when necessary. Customer feedback is priceless, and these Account Managers can gather that for you. Problem-solving comes naturally to customer care...

Job Title: Implementation Specialist I FLSA Status: Non-Exempt Job Family: Brotherhood Works - Payroll & HR Dept: Brotherhood Works - Payroll & HR Location: Corporate Office (Fort Wayne, IN)   JOB SUMMARY Responsible for software configuration specific to each ministry including earnings, benefit deductions, and taxes to be withheld for payroll implementation. Record and reconcile pay history with associated filings. Educate and provide resources to clients to help them understand the unique taxation and payment topics.   POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Conduct simple tax reconciliations for all applicable taxes. Provide recommendations to bring pay history and tax settings into compliance where necessary and achieve client...

Job Title: Accountant II - Affiliates FLSA Status: Exempt Job Family: Affiliates Department: Finance - Affiliates Location: Corporate Office (Fort Wayne, IN) JOB SUMMARY Responsible for the overall control of assigned company’s Affiliates’ financial records by controlling the input of financial transactions, verifying the accuracy of financial ledgers, providing timely and accurate management reports, and maintaining appropriate company cash levels. Also, perform and participate in financial analysis and technical reviews for existing strategic investments and proposed ventures related to the Affiliates. POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Prepare invoices and deposits for processing along with required journal...

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📍 Indianapolis, IN: 8909 Purdue Road, Suite 501, Indianapolis, IN ✨ What we offer: A stable, consistent work environment —both in-office and virtual A comprehensive training program to help you support employees and...

Job Title: Accountant I - Affiliates FLSA Status: Exempt Job Family: Affiliates - Finance Department: Affiliates - Finance Location: Corporate Office (Fort Wayne, IN) JOB SUMMARY Assist the Affiliates finance team with the company’s Affiliates’ financial records by the input of all financial transactions including the review and processing of all affiliate entities cash disbursements and deposits, verifying the accuracy of all financial ledgers, and providing timely and accurate management reports.   POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Prepare invoices and deposits for processing along with required journal entries, enter financial transactions into the company ledgers, reconcile bank and account balances, and record...

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 Disability Representative Sr Our teams connect! We collaborate onsite and have a hybrid work arrangement. All candidates must live near one of our centers of excellence:       Indianapolis, IN:   8909 Purdue Road Suite 501 Indianapolis, IN 46268   PRIMARY PURPOSE : Provides disability case management and complex claim determinations based on medical documentation and the applicable disability plan interpretation including determining...

JOB SUMMARY This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country. As a Medicare Specialist within the Shepherd family, you will serve as a knowledgeable support partner to the Licensed Agents – Medicare Insurance Division and team by executing specialized operational functions, ensuring compliance accuracy, enhancing workflow efficiency, and support the client and agent experience. With a positive attitude, you will provide strong attention to detail and the ability to navigate Medicare and carrier systems with accuracy and efficiency.  ROLES AND RESPONSIBILITIES Mange the intake, organization and closing of Medicare-related data with a strong focus on accuracy and compliance.  Oversee policy...

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 Disability Representative Disability 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📍 Indianapolis , IN :   8909 Purdue Road Suite 501, Indianapolis , IN ✨ What we offer: A stable, consistent work environment —both in-office and virtual 21.82 per hour A comprehensive training program to help you support...

PURPOSE: This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.  As an Employee Benefits Account Manager within the Shepherd family, you will provide assistance to advisors in handling and processing of new and renewal employee benefits lines, business in accordance with Agency procedures, policies, and guidelines; to provide customer service to clients as assigned and requested. With a positive attitude, you will provide a high level of support in obtaining, maintaining, expanding, and servicing employee benefits accounts. RESPONSIBILITIES:  · Provide positive, prompt, accurate, and courteous service to clients.  · Assist in marketing new and renewal business, prepare proposals, presentation packets...

PURPOSE: This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country. As a Commercial Lines Account Manager within the Shepherd family, you will assist insurance advisors in the handling and processing of new and renewal commercial lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and servicing commercial accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested. RESPONSIBILITIES: · Provide positive, prompt, and accurate service to clients. · Coordinate with advisor to obtain policy information. Maintain expiration control...

COMPANY PURPOSE: The MJ Companies exists to inspire the success, fulfillment, and wellbeing of each person we serve: our associate and their families, business partners, clients, and the community. This statement drives everything we do, and we are committed to your personal fulfillment and professional success. CORE VALUES Passionate: + Shows genuine enthusiasm for their work and MJ’s mission + Goes above and beyond to meet or exceed goals. + Demonstrates a strong commitment to personal and team success. + Actively seeks opportunities to contribute and improve processes. Inspiring: + Leads by example, motivating others to reach their potential. + Provides positive feedback and encouragement to team members. + Shares knowledge and experiences to help the team grow. + Demonstrates integrity and builds trust through actions and words. Curious: + Asks thoughtful questions and seeks to understand different perspectives. + Continuously pursues learning and...

PURPOSE: This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country. As a Commercial Lines Account Manager within the Shepherd family, you will assist insurance advisors in the handling and processing of new and renewal commercial lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and servicing commercial accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested. RESPONSIBILITIES: · Provide positive, prompt, and accurate service to clients. · Coordinate with advisor to obtain policy information. Maintain expiration control...

PURPOSE: This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country. As an Insurance Advisor on our Employee Benefits team, you will be responsible for the sale of the Agency’s products in a specified region or major geographical area. Through developing and maintaining a strong client base, you will provide tailored insurance solutions for clientele. With a high level of interpersonal skills, it is expected that you will demonstrate poise, tact, and diplomacy. As an Insurance Advisor at Shepherd Insurance, you will be a positive team player and coachable individual. RESPONSIBILITIES: · Seek out new clients and develop clientele by prospecting and networking. · Performs sales and service functions for...

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 Sales Representative I role is an entry level role designed to provide a holistic training experience for individuals to enter the group insurance industry, leading to full sales and/or service responsibility for a territory/geography within a 12-month timeframe. The role will receive mentorship, hands-on learning, and professional development designed to launch a career with confidence and competence related to group insurance products, positioning, sales fundamentals, relationship management, and financial acumen. This role is designed to serve...

Company Purpose: The MJ Companies exists to inspire the success , fulfillment, and wellbeing of each person we serve: our associate and their families, business partners, clients, and the community. This statement drives everything we do, and we are committed to your personal fulfillment and professional success. Core Values Passionate: Shows genuine enthusiasm for their work and MJ’s mission  Goes above and beyond to meet or exceed goals.  Demonstrates a strong commitment to personal and team success.  Actively seeks opportunities to contribute and improve processes.  Inspiring: Leads by example, motivating others to reach their potential.  Provides positive feedback and encouragement to team members.  Shares knowledge and experiences to help the team grow.  Demonstrates integrity and builds trust through actions and words.  Curious: Asks thoughtful questions and seeks to understand different perspectives.  Continuously...

PURPOSE: This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country. This opportunity as a Personal Lines Account Manager within the Shepherd family, you will assist insurance advisors in the handling and processing of new and renewal personal lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and servicing personal accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested. RESPONSIBILITIES: Provide positive, prompt, and accurate service to clients. Assist in marketing new and renewal business. Evaluate premiums, prepare...

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...