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client service advisor

1814 client service advisor jobs found

11/12/2025  
Client Service Advisor - Merchant Services
Description Summary: Responsible for handling complex client servicing escalations through various workflow avenues, ensuring the delivery of an optimal and consistent client experience and providing critical welcome support for newly boarded relationships. In addition, will be responsible for servicing preexisting accounts with a heavy focus on revenue retention and will serve as a subject matter expert for value-added reseller (VAR)/Gateway support. Duties and Responsibilities: Handles complex client servicing escalations through various workflow avenues, ensuring the delivery of an optimal and consistent client experience and providing critical welcome support for newly boarded relationships. Identifies processing and interchange qualification issues and advises merchants on chargebacks, billing, and funding investigations. Additionally, responsible for servicing preexisting accounts. Use sound...
Huntington Hagerstown, MD, USA Full Time
06/25/2025  
Private Client Services Advisor
Company: Marsh McLennan Agency Description: Private Client Services Advisor – Sales Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Private Client Services Advisor at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Private Client Services Advisor on the Sales team, you’ll develop...
MarshMcLennan Fargo, ND, USA Full Time
12/10/2025  
Executive Large Account Risk Control Specialist - Central Featured
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 can be performed remotely with preference for candidates to be located in Milwaukee WI, Minneapolis MN, Des Moines IA, Dallas TX, Kansas City MO, or Chicago IL** Essential Functions: Services EMC’s large account risk control portfolio within assigned region by conducting risk control surveys and services to our largest and most complex accounts.  Oversees the delivery of risk control services within the assigned region, ensuring risk control field team members consistently provide high-quality, value-driven support to Large Account policyholders. Provides advanced, expert level consultation by completing or...
EMC Insurance IA, USA Full Time
12/10/2025  
Executive Large Account Risk Control Specialist - East Featured
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 can be performed remotely with preference for candidates to be located in Charlotte NC, Detroit MI or Indianapolis IN** Essential Functions: Services EMC’s large account risk control portfolio within assigned region by conducting risk control surveys and services to our largest and most complex accounts.  Oversees the delivery of risk control services within the assigned region, ensuring risk control field team members consistently provide high-quality, value-driven support to Large Account policyholders. Provides advanced, expert level consultation by completing or assigning other risk control team members according to...
EMC Insurance MI, USA Full Time
12/16/2025  
Business Banking Portfolio Relationship Manager
Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Business Banking Portfolio Relationship Manager (BBPRM) is a relationship-focused Business banker responsible for retaining, deepening, and expanding relationships within an existing Business Banking loan portfolio. This role serves as a trusted financial advisor to business owners with existing loans ranging from approximately $100,000...
WSFS Bank Wilmington, DE, USA Full Time
12/16/2025  
Proposal Manager
Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing...
EPIC Insurance Brokers & Consultants USA
12/16/2025  
HFA Service Specialist II
Description Summary: HFA Service Specialists II provides client relationship building partnerships with Advisor(s) and is responsible for the day-to-day activities and interaction between the client and Huntington, in terms of the establishment, documentation and maintenance of the relationship.  ​ Duties and Responsibilities: Day to day activities and interaction between the client and Huntington in terms of establishment, documentation, maintenance and servicing of the relationship, including the Digital Experience. ​ Services customers by providing detailed information on specific accounts and building rapport.  Responsible for identifying, researching, analyzing and resolving complex problems with accounts. ​ Works directly with the client and/or relationship manager to obtain financial information or other documentation needed for new accounts, loans and servicing requests. ​ Responsible for...
Huntington Fort Mitchell, KY, USA Full Time
12/16/2025  
Sr. Relationship Manager - Retirement Solutions (Corporate/Private Sector)
Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial 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. This role will cover the territory of Ohio and Michigan for our Corporate/Private sector clients. Living within the territory is a requirement while living in the vicinity of the Columbus Metropolitan area is strongly preferred. This is a G.SD110 band role. #LI-COLE Job Description Summary At the heart of our work with retirement plans for high-profile organizations is the desire to help individuals retire successfully. Multiple decision-makers are engaged in plan selection, enhancements and retention, requiring teamwork, strategic thinking and superior...
Nationwide OH, USA Full Time
12/16/2025  
Specialist, Internal Audit - P&C
As a team member in the Finance department at Nationwide, the opportunities are endless! You can grow and learn in diverse areas across many disciplines such as Advanced Analytics, Investments, Actuarial, Accounting, Risk Management, Critical Business Advisor, Internal Audit, and so much more. 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 on Internal Audit’s Property & Casualty (P&C) team. As a part of this team, you will have the opportunity to focus on audits pertaining to Property and Casualty’s core businesses, including Personal Lines, Commercial Lines, Excess & Surplus/Specialty, and Agribusiness. Performing both assurance and advisory engagements, you will focus on the business’ core operations, governance, compliance, and related information...
Nationwide Columbus, OH, USA Full Time
12/16/2025  
AVP, P&C Business Insights
If you’re passionate about helping people protect what matters most to them, 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 are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Please Note: This position is open to working remotely in the United States. #LI-SJ1 Job Description Summary Works directly with Claims leaders, Commercial Lines and E&S/S (CLESS) senior leaders, P&C senior leadership up to and including OCEO direct reports to provide the most critical and complex data solutions to deliver on Claims strategy. Ultimately responsible for creating, packaging, and communicating to senior leadership high quality, easily interpreted data, analytics, and insights in support of strategic CLESS...
Nationwide Des Moines, IA, USA Full Time
12/15/2025  
Senior Actuarial & Analytics Consultant
LOCATION: Remote (preference is hybrid to Atlanta but open to remote as well).  Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and...
EPIC Insurance Brokers & Consultants USA
12/15/2025  
Director, Business Insights - Operations Business Lines (Claims/Field Underwriting/Servicing)
If you’re passionate about helping people protect what matters most to them, 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 are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Purpose and Goals Lead a team of Business Insights professionals focused on operations business lines (Claims/Field Underwriting/Servicing), ensuring consistent delivery of high-quality insights and recommendations. Translate complex data into strategic guidance for leadership, influencing business direction and performance. Champion the development and adoption of analytics tools, dashboards, and performance frameworks across Operations business lines (Claims/Field Underwriting/Servicing). Collaborate with cross-functional...
Nationwide USA Full Time
12/15/2025  
Property Manager
As a team member in the Finance department at Nationwide, the opportunities are endless! You can grow and learn in diverse areas across many disciplines such as Advanced Analytics, Investments, Actuarial, Accounting, Risk Management, Critical Business Advisor, Internal Audit, and so much more. 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. Some weekends are required. Competitive bonus structure including commissions and quarterly bonuses.  Looking for Residential Apartment Property Management experience. Job Description Summary Nationwide Realty Investors, the real estate development affiliate of Nationwide, owns and manages a portfolio of communities in the city’s premier locations (Arena District/Grandview Yard). Our team of apartment managers and leasing agents...
Nationwide OH, USA Full Time
12/15/2025  
Sr. Disability Representative
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 this Center of Excellence:   West Hills, CA : 8521 Fallbrook Ave West Hills, CA 91304  PRIMARY PURPOSE : Provides disability case management and complex claim determinations based on medical documentation and the applicable disability plan interpretation including determining benefits due and making timely...
Sedgwick Los Angeles, CA, USA Full Time
12/15/2025  
Sr. Adoption Manager
Job Description Amazing Career Moments Happen Here    Transforming the insurance industry is ambitious, we know. That’s why at Applied, we’re building a team that shows up every day ready to learn, willing to try new things, and driven to deliver innovative software and services that make us indispensable to our customers – all within a culture built on values that make us indispensable to each other too. With 40+ years of experience in the Insurtech game, we’re not just redefining what’s achievable, we’re creating a place where amazing career moments are made possible.     Position Overview    We’re searching for a Senior Adoption Manager to join our team. This role is responsible for  driving  adoption  of our financial management products among our insurance agencies for Applied Pay.   What You’ll Do Drive adoption of Applied Pay products by proactively engaging with clients to understand their needs, deliver tailored training...
Applied Systems Chicago, IL, USA
12/15/2025  
Claims Advisor - Commercial Lines
About HUB International HUB International is a leading global insurance broker, offering a comprehensive range of property, casualty, risk management, life and health, employee benefits, investment, and wealth management solutions. With more than 600 offices and over 20,000 employees across North America, we are committed to helping individuals and businesses evaluate and manage their risks and insurance needs with personalized service, while our dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for our clients. Why Choose HUB? Throughout our network we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development.  Our entrepreneurial culture fosters an environment that empowers our people to make the best...
HUB International Albuquerque, NM, USA Full Time
12/15/2025  
Client Advisor - Food Agri
Company: Marsh Description: What can you expect: We are seeking talented and motivated professionals to join our Food/Agri Client Advisor team at Marsh. This is an excellent opportunity for individuals with a strong background in insurance, whether through experience as a Client Advisor, Broker, or within Underwriting or Claims sectors and looking to move into a new and exciting role within an established, market leading insurance broker. The successful applicant will be responsible for the day-to-day servicing and management of a portfolio large predominantly indigenous companies in the Food/Agri sector providing advice across all classes of cover. This role is based in our Dublin, Cork or Galway offices on a hybrid working model. We will rely on you to: Deliver day to day broking insurance services to assigned portfolio of large Food/Agri clients in relation to all classes of cover. In collaboration with Client Executive, work on all aspects of account...
MarshMcLennan Dublin, GA, USA Full Time
12/14/2025  
Customer Benefit Advisor I (On-Site) - Portland
When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:  Award-winning culture  Inclusion and diversity as a priority  Performance Based Incentive Plans Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability  Generous PTO (including paid time to volunteer!)  Up to 9.5% 401(k) employer contribution  Mental health support  Career advancement opportunities  Student loan repayment options  Tuition reimbursement Flexible work environments  *All the benefits listed above are subject to the terms of their individual Plans. And that’s just...
Unum Group Portland, ME, USA Full Time
12/14/2025  
Customer Benefit Advisor I (On-Site)- Baton Rouge
When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:  Award-winning culture  Inclusion and diversity as a priority  Performance Based Incentive Plans Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability  Generous PTO (including paid time to volunteer!)  Up to 9.5% 401(k) employer contribution  Mental health support  Career advancement opportunities  Student loan repayment options  Tuition reimbursement Flexible work environments  *All the benefits listed above are subject to the terms of their individual Plans. And that’s just...
Unum Group Baton Rouge, LA, USA Full Time
12/14/2025  
Customer Benefit Advisor I (On-Site)- Chattanooga
When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:  Award-winning culture  Inclusion and diversity as a priority  Performance Based Incentive Plans Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability  Generous PTO (including paid time to volunteer!)  Up to 9.5% 401(k) employer contribution  Mental health support  Career advancement opportunities  Student loan repayment options  Tuition reimbursement Flexible work environments  *All the benefits listed above are subject to the terms of their individual Plans. And that’s just...
Unum Group Chattanooga, TN, USA Full Time