44 client service specialist jobs found

Job Description: Title: Payroll & Client Service Specialist Fully Remote, though hybrid preferred if located near Lakewood Ranch or Longwood, FL. About the Role:   The UKG Ready Payroll & Client Service Specialist “CSR” is responsible for delivering high quality payroll, technical support, and training to POA clients and internal teams. This role focuses on optimizing the UKG Ready platform experience across the Payroll, HRMS, and TLM modules. The ideal candidate is resourceful, detail oriented, and comfortable navigating client communication, backend system configuration, and operational processing needs. Their primary function is maintaining a book of key accounts utilizing the UKG Ready platform.  The CSR will be responsible for inputting and processing payroll data accurately and timely.  The CSR will conduct client trainings and assist in adding any additional products as needed. The CSR will be responsible for other duties as assigned by Management....

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management The Client Home Specialist  sells new accounts in keeping with firm and individual goals. Home Specialists build relationships with prospects, service team, insurance company partners and centers of influence, while soliciting sales prospects specializing in...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. JOB SUMMARY: The Customer Representative works with advisors and line-of-business specialists to analyze client data, evaluate needs and help create effective risk management solutions designed to meet clients’ financial goals. In addition, this...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown Dealer Servicers is seeking an Automotive F&I Account Executive​ to join our growing team in Clearwater, FL! The Automotive F&I Account Executive will effectively service current accounts/clients through professional coaching and development efforts within assigned territory to enhance dealer F&I performance. Consistently promote the UDS/BBDS brand to prospective dealers within your assigned market and make appropriate and timely referrals to the BBDS Sales Team. How You Will Contribute: Grow production with current accounts/clients through dedicated coaching and development visits per the assigned service cycle. Prospect for new dealer relationships and client acquisitions. Conduct quality sales meetings, compliance audits and monthly/quarterly/annual F&I reviews. Develop...

Job Description: Title:   Implementation   Specialist   Work Mode:   Fully remote   | Location/Supporting:  Lakewood Ranch, FL or Longwood, FL   | Experience:   3-5 years Payroll / HRIS / Implementation experience required. Must have UKG Ready experience.   Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace.   Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours.   To view our branch locations, please visit: ioausa.com/locations     About the Role :   The Implementation Specialist (IS) is...

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: Market and generate sales of insurance products through existing agents/brokers. Work closely with members in POD to renew business with enhanced focus on retention and upselling opportunities.   This is a remote role. Our teams are able to collaborate using video and screen sharing technology which means you'll feel like you’re part of the team while also enjoying the convenience of working from...

Position Title Branch Banking Client Platform Specialist   Location Delray Beach, FL 33446-1395   Job Summary The Branch Banking Client Platform Specialist is responsible for driving new deposit acquisition and expanding existing deposit relationships within an assigned territory. This role is heavily focused on proactive business development, consistent prospecting activity, and disciplined pipeline management. The position also supports broader sales execution efforts and ensures high‑quality client service and compliance with all operational and regulatory standards.   Job Responsibilities: Deposit Hunting & New Business Development :    Identify , research, and qualify new deposit prospects through targeted outreach. Conduct discovery meetings to assess client needs  a nd   present tailored   deposit   solutions.  Close new deposit   relationships   and transition them into long-term clients .    Maintain a structure pipeline with...

Position Title Branch Banking Client Platform Specialist   Location Coral Springs, FL 33065-5042   Job Summary The Branch Banking Client Platform Specialist is responsible for driving new deposit acquisition and expanding existing deposit relationships within an assigned territory. This role is heavily focused on proactive business development, consistent prospecting activity, and disciplined pipeline management. The position also supports broader sales execution efforts and ensures high‑quality client service and compliance with all operational and regulatory standards.   Job Responsibilities: Deposit Hunting & New Business Development :    Identify , research, and qualify new deposit prospects through targeted outreach. Conduct discovery meetings to assess client needs  a nd   present tailored   deposit   solutions.  Close new deposit   relationships   and transition them into long-term clients .    Maintain a structure pipeline with...

Job Description: Title: Operations Specialist I – Carrier & Licensing Operations   Fully remote position   Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: ioausa.com/locations     About the Role:  The Operations Specialist I ensures all IOA entities, producers, and employees are compliant with carrier/broker and state licensing requirements, ensuring our partners continually meet IOA standards. This role involves processing agency appointments, contracts, and book transfers, managing sales team access to carriers and brokers, and coordinating and executing agency and producer licensing activities.     Key Responsibilities:   Deliver...

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. This position will support the city of Tampa and Hillsborough County. Financial advisor experience preferred. The ideal candidate will have the following: Strong presentation and communication skills for effective seminar delivery. Excellent relationship-building abilities to foster connections with clients and stakeholders. Leadership skills to guide and support a team of specialists. Problem-solving skills to address customer inquiries and improve processes. Knowledge of...

The Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day to day service inquiries. They ensure plan compliance, analyze benefit trends, and provide advice and guidance on coverage, with the goal of driving client relationships, satisfaction, and retention. The CRM applies practical benefits knowledge to ensure timely, accurate deliverables and supports the delivery of a consistent “Peace of Mind” client experience. This role collaborates closely with the Client Success Specialist, Advisor, carriers, and internal Baldwin support colleagues to ensure excellent service delivery. Position Summary The Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day‑to‑day service inquiries. They ensure plan compliance, analyze benefit trends, and provide advice...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management The Client Home Specialist  sells new accounts in keeping with firm and individual goals. Home Specialists build relationships with prospects, service team, insurance company partners and centers of influence, while soliciting sales prospects specializing in home...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Braishfield Associates , a division of Hull & Company, LLC is seeking a   Customer Service Specialist   to join our team in Orlando, FL.  The primary responsibility of this role is to service customer accounts.  We have “teammates”, not “employees”, and our teammates make all the difference in our success. Who You Are: You believe in working as a team and thrive in fun and collaborative environments. You have a client-focused attitude and value the importance of relationships, professionalism, and trust. You set goals high and aim higher. You have solid communication skills. You are detail oriented and organized. You enjoy learning new skills, systems, processes, and procedures. You are a great listener and are not afraid to ask questions. You believe that learning is vital to success. What You Will Do:...

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: As member of the Large Commercial Placement Team, the Placement Specialist will market property and casualty insurance programs on prospective accounts for large market accounts.  This person will gather, analyze, and organize data; prepare submissions and...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Sr Client Relationship Manager (Sr. CRM), Commercial Risk, is the primary relationship manager for a portfolio of mid to high complexity clients, overseeing commercial insurance programs, renewals, retention, strategic partnership, and advanced service needs. This role...

*Please Note: Depending on candidate location, this position could be remote or hybrid (in office 3 days/week). The Account Manager is responsible for managing and retaining a dedicated book of business focused on public sector clients  who offer employee benefit programs consisting of group medical, dental, vision, pharmacy management, life, disability, and workplace benefits .   This role serves as a long-term strategic partner and primary point of accountability while delivering consistently high-quality client experience. Day-to-day responsibilities include leading benefits implementation, compliance alignment, renewals, and Open Enrollment strategy.     The Account Manager partners closely with public sector organizations to navigate regulatory complexity, multi ‑ layered governance and decision ‑ making environments, and long planning cycles—ensuring benefits programs are compliant, well ‑ executed, and...

WHO WE ARE   Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.     WHAT WE’RE LOOKING FOR   The Accoun ts Payable Specialist   is responsible for the efficient, accurate and timely processing of accounts payable transactions. The individual in this position ensures compliance with company policies and accounting standards and maintains strong vendor relationships, while supporting the Finance Team.     A GLIMPSE INTO YOUR DAY   Accurately processes   accounts   payable invoices, verifying due dates, amounts, and...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day to day service inquiries. They ensure plan compliance, analyze benefit trends, and provide advice...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Braishfield Associates, a division of Hull & Company, LLC is seeking a Customer Service Specialist to join our team in Orlando, FL.  The primary responsibility of this role is to service customer accounts. How You Will Contribute: Set up New and Renewal client records Review applications Bind New and Renewal policies Issue policies as necessary Follow up for missing file documentation (loss runs, applications, etc.) Issue, Invoice and Process endorsements, cancellations, reinstatements and non-renewals; or other policy servicing tasks Order loss control reports, follow up for compliance of recs Compliance with Quality Control guidelines Other activities, duties, projects or tasks as assigned Licenses and Certifications: 2-20 license (within 90 days of employment) Skills &...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Braishfield Associates, a division of Hull & Company, LLC is seeking a Customer Service Specialist to join our team in Orlando, FL.  The primary responsibility of this role is to service customer accounts. How You Will Contribute: Set up New and Renewal client records Review applications Bind New and Renewal policies Issue policies as necessary Follow up for missing file documentation (loss runs, applications, etc.) Issue, Invoice and Process endorsements, cancellations, reinstatements and non-renewals; or other policy servicing tasks Order loss control reports, follow up for compliance of recs Compliance with Quality Control guidelines Other activities, duties, projects or tasks as assigned Licenses and Certifications: 2-20 license (within 90 days of employment) Skills &...