233 client service analyst jobs found

Description As a CMF Warehouse Client Service Analyst – CSG Corporate Mortgage Finance , you will be responsible for providing outstanding service and executing the day-to-day operational functions for mortgage warehouse loans while ensuring compliance with the Policies and Procedures of Huntington’s Corporate Mortgage Finance Group (CMFG).  The CMF Client Service Analyst requires a minimum of 2 years of mortgage operational experience, preferably within mortgage finance; proven communication and collaboration skills and excellent organizational skills. Please note: Position is on-site in Dallas, TX This position reports to a CMF Operations Manager. In this role, as a CMF Warehouse Client Service Analyst, you will be performing the following responsibilities: Support loan activities for the warehouse lending business.  Warehouse processes that this role is primarily collateral processing, including...

Description As a CMF Warehouse Sr. Client Service Analyst – CSG Corporate Mortgage Finance, you will be responsible for providing outstanding service and executing the day-to-day operational functions for mortgage warehouse loans while ensuring compliance with the Policies and Procedures of Huntington’s Corporate Mortgage Finance Group (CMFG).   The CMF Sr. Client Service Analyst requires a minimum of 3 years of mortgage operational experience, preferably within mortgage finance; proven communication and collaboration skills and excellent organizational skills. Please note: Position must be on-site in Dallas Park Central Office. This position reports to a CMF Operations Manager. In this role, as a CMF Sr. Client Service Analyst, you will be performing the following responsibilities: Support loan activities for the warehouse lending business.  Warehouse processes that this role may support include, but are...

Description CMF Warehouse Client Service Analyst – CSG Corporate Mortgage Finance , you will be responsible for providing outstanding service and executing the day-to-day operational functions for mortgage warehouse loans while ensuring compliance with the Policies and Procedures of Huntington’s Corporate Mortgage Finance Group (CMFG).  The CMF Client Service Analyst requires a minimum of 2 years of mortgage operational experience, preferably within mortgage finance; proven communication and collaboration skills and excellent organizational skills. This position reports to a CMF Operations Manager. In this role, as a CMF Warehouse Client Service Analyst, you will be performing the following responsibilities: Support loan activities for the warehouse lending business.  Warehouse processes that this role may support include, but are not limited to: loan fundings, construction loan processing, collateral...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The Senior Client Service...

Position Title Relationship Analyst Commercial Real Estate/Homebuilder Finance   Location Houston, TX 77079   Job Summary The CRE/HBF Relationship Analyst is responsible for supporting CRE and HBF Sr Directors, Relationship Managers and Portfolio Managers ensuring the highest level of quality service to each client. Uses independent judgement in making decisions regarding loan closings and problem-solving client issues or concerns regarding bank products (loans, deposits, ancillary services). Acts as a liaison and coordinates functions with the Relationship Managers, Support Team, internal departments and the client. Responsible for key functional reporting of the department in the areas of compliance and profitability.   Job Responsibilities: JOB RESPONSIBILITIES Administers tasks that support the commercial sales process ensuring accurate and timely processing of all transactions.  This includes; documentation of transactions originated by direct sales and...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! This position is responsible for participation, as assigned, in the accurate processing, collections, and reporting of State National's Program Services client business and is part of the Program Services Analysis and Reporting team with Markel’s State National Program Services. State National Program Services is responsible for the administration of all State National Program Services insurance (and reinsurance), and the safeguarding of State National's assets through timely billing, collection and...

As a Senior Analyst - Health and Benefits Consulting you will contribute to a wide variety of projects involving the design, financing and ongoing management of the full spectrum of health and benefit programs.   You will support the project manager on select projects, interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met.  You will have the opportunity to significantly grow your health and benefits business acumen as well as your financial, project management and client relationship skills by working on cutting edge projects alongside leaders in the industry. The Role Materially contribute to core health and benefits projects involving the design and management of group medical, dental, wellbeing, life, disability and absence management benefits for clients.  Responsibilities include:  Partnering with client service team leader to deliver superior project management   Providing superior client...

Primary Role: The Employee Benefits Account Manager works collaboratively with the Producer, Account Executive and Account Administrator managing a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day-to-day contact and provides resolution for client questions and issues. Duties and Responsibilities: Maintains client relationships, supports client retention, maintains strong carrier relationships, and understands client needs. Collaborates on delivering multi-year strategic plan. Manages projects in concert with the client including, but not limited to, all vendor implementation. Provides benchmarking reports to client (annually, quarterly or monthly) Manages claims and coverage issue resolution for clients’ employees when elevated from HR. Provides assistance with...

Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex. Grow your career with a rapidly growing company that invests in its people and their ability to drive real progress. Essential Job Functions •Assist in risk evaluating, rating and quoting for the GL, Auto, XS and WC lines of business for our Energy division •New and Renewal Account data entry into various underwriting systems •Pre-underwrite new business by loss analysis and information gathering including MVR’s and D&B reports •Assist Underwriters in renewal preparation including preparing Quotes/ Binders/Account Summaries/Endorsement •Provide interim service...

Primary Role: The Employee Benefits Account Manager works collaboratively with the Producer, Account Executive and Account Administrator managing a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day to day contact and provides resolution for client questions and issues. Duties and Responsibilities: Maintains client relationships, supports client retention, maintains strong carrier relationships, and understands client needs Collaborates on delivering multi-year strategic plan Manages projects in concert with the client including, but not limited to, all vendor implementation Provides benchmarking reports to client (annually, quarterly or monthly) Manages claims and coverage issue resolution for clients’ employees when elevated from HR. Provides assistance with clients’ billing...

As a Health and Benefits Senior Analyst, you will contribute to a wide variety of projects involving the design, financing and ongoing management of the full spectrum of health and benefit programs.   You will support the  project manager on select projects, interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met.  You will have the opportunity to significantly grow your health and benefits business acumen as well as your financial, project management and client relationship skills by working on cutting edge projects alongside leaders in the industry. Responsibilities: Materially contribute to core health and benefits projects supporting the design and management of group medical, dental, wellbeing, life, disability and absence management benefits for clients. Responsibilities include: Partnering with client service team leader to deliver superior project management Providing...

Description Summary: The Director – Note Finance PM is a senior portfolio management role. The Director is responsible for the management of a portfolio of commercial loans within the Note Finance group.  Primary responsibilities include underwriting quality, portfolio monitoring, and portfolio administration for an assigned portfolio. The Director will frequently collaborate with internal partners including Relationship Management, Credit Administration, Capital Markets, Treasury Management, and other product partners in optimizing customer relationships. A Director level colleague is generally viewed as a subject matter expert in the industry they cover. Duties and Responsibilities: Underwrite complex commercial loans in accordance with Huntington credit policies.  Monitor a portfolio of commercial loans, proactively identifying emerging risks and esc Portfolio administration, including management...

Description Manages medium/large and complex portfolios based on client and corporate investment objectives. Works closely with the customer to monitor investment performance and recommend a strategy. Responsible for ongoing customer service and joint sales calls with business development staff. Must keep current on related market trends. May have supervisory responsibility for less experienced employees. Basic Qualifications:   Bachelors Degree 5 or more years of Investments/Analyst experience      Exempt Status: (Yes   = not eligible for overtime pay) ( No   = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:  in-office and work from home. Our approach enables our teams...

The Mid-Market Account Manager is responsible for managing an assigned book of business while developing long-term relationships with clients. This position will also be responsible to respond to the day-to-day client inquiries and any needed client analytics. The Account Manager will interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. The Account Manager performs these essential functions of the position while meeting RSC quality and service standards. The Account Manager has a smaller book of business with less complex clients and assists the Team Leader and Account Executive(s) on their clients. The Account Manager is responsible for revenue growth – client expansion – on their personal book of business. The qualified candidate must have strong knowledge across the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans....

Description Summary: The Analyst supports the Huntington Corporate Banking team with ongoing client coverage activities.  In this role, the Analyst will develop skills in relationship management including product knowledge and positioning, target market determination, credit and return analysis, client presentation preparation and delivery, and industry research,  The Analyst will generally support a specific Corporate Banking industry team and will also collaborate with internal partners including Product Partners, Credit Underwriting, Credit Administration, Capital Markets, and others. The Analyst position is an entry-level developmental role for colleagues seeking a career in Relationship Management; but may also be constructive for a colleague seeking a path to Portfolio Management, Credit, Capital Markets, or many other Commercial roles within the Bank.  Duties & Responsibilities: Work directly...

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 New York City and founded in 2007, our company has over 4,000 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...

Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. About Us NLG Capital, the investment management company of NLG, manages approximately $40+ billion in AUM. Our purpose is simple – to allow NLG to keep its promises. How we do this – an obsessive focus on delivering...

Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Role Summary The Actuarial Analyst will be accountable for producing various reports, analyzing actuarial and financial data, and for developing, updating, maintaining and running complex models. Many roles include...

Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Please note that we do not offer visa sponsorship for this position. Role Summary   The primary responsibility for this position is to provide quality after-issue servicing of life insurance and annuity products....

Overview This underwriting position is designed for an individual with 2+ years of E&S (excess & surplus lines experience) writing small to medium hazard property & casualty package insurance. Knowledge of ISO coverage forms. Individual account underwriting is required for hazard analysis, rating, pricing, and form selection. Responsibilities · A minimum of two (2) plus years of E&S · Knowledge of industry standard company forms is required to properly underwrite risk. · Write and retain a profitable book of business through solid risk analysis, pricing and servicing. Adheres to corporate underwriting and pricing guidelines. Operate within written authority grant and makes referrals to Home Office Underwriting as required · Collaborates closely with E&S Management team. · Develop and implement the territory business plan and share accountability with team in meeting territory goals · Actively...