14 client services analyst i jobs found

Job Description: Title:   Operations   Supervisor – Commercial Lines   Work Mode:   Remote (Southeastern US only)   | Location/Supporting: Longwood, FL   | Book Focus:   General, Select Business   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 Operations Supervisor – Commercial Lines   is responsible for   direct leadership and   day-to-day...

Position Title Branch Banking Client Consultant III - Licensed   Location Coral Springs, FL 33065-5042   Job Summary A Branch Banking Client Consultant III - Licensed leverages extensive knowledge in banking, investments, and lending to help clients achieve their financial goals. Individuals in this position typically hold applicable investment and mortgage licensing, and have a proven success in consultative sale. The Client Consultant III plays a significant role in the branch sales execution while maintaining strong operational standards.   Job Responsibilities: JOB   RESPONSIBILITIES   Sales Performance:   support growth of branch by achieving growth targets in financial performance (deposits loans, and non - interest income .   Client Experience:   deliver client engagement and education --using   the tools and systems available.   Meet behavioral activity goals as defined by retail leadership including, but not limited...

Job Description: Title:   Senior A ccount Manager - Commercial Lines   Work Mode:   Remote Eastern and Central Times Zones Only   | Location/Supporting:   Longwood, FL   | Book Focus:   General Book   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:   Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate...

Job Description: Title:   Operations   Supervisor – Commercial Lines   Work Mode:   Remote (Southeastern US only)   | Location/Supporting:   Longwood, FL   | Book Focus:  General   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 Operations Supervisor – Commercial Lines   is responsible for   direct leadership and   day-to-day   oversight...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Coordinator  to their  Acentria team in Lakeland, FL .  Job Summary: The Account Coordinator I is responsible for daily servicing of clients including new and renewal business processing while maintaining exceptional customer relations with clients. This position processes administrative tasks as needed, services clients in a timely manner, and performs such other duties as are required to establish, service and maintain accounts. Essential Functions: Maintains open items checklists/timelines Prepares certificates of insurance Works directly with account managers assisting with tasks associated with client insurance servicing. Familiarity with administrative office tasks Competencies & Qualifications:  Strong organizational skills that reflect ability to perform and prioritize multiple tasks...

Position Title Branch Banking Client Consultant I - Coral Springs FL   Location Coral Springs, FL 33065-5042   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement,...

Job Description: Title:   Senior Account   Associate   - Commercial Lines   Work Mode:   Remote: Eastern and Central Times Zones Only   | Location/Supporting:   Longwood, FL   | Book Focus:   Contractors, Hospitality, Real Estate   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 :   Provide administrative and customer service support to the account...

Job Description: Title:   Senior Account   Associate   - Commercial Lines   Work Mode:   Remote/ Eastern and Central Time Zones Only   | Location/Supporting:   Longwood, FL   | Book Focus:  International/ Reverse Flow   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 :   Provide administrative and customer service support to the account team,...

Job Description: Title: Senior Account Associate - Commercial Lines   Work Mode: Remote/ Eastern and Central Time Zones Only | Location/Supporting: Longwood, FL | Book Focus: General     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 :   Provide administrative and customer service support to the account team, Producer, and/or assigned group of...

Position Title Branch Banking Client Consultant I - Float (Sunrise FL and surrounding areas)   Location Sunrise, FL 33351-6007   Job Summary Branch Banking Client Consultant I-Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals. This role will be responsible for traveling to the following Flagstar Bank branches: Naples (rarely), Estero (rarely), Deerfield, Coral Springs, Sunrise, Bal Harbour, Coral Gables, Plantation, Hollywood, Miami Beach, Doral, Weston, Galt Ocean Mile, and Pembroke Pines.   Job...

Position Title Branch Banking Client Consultant I   Location Deerfield Beach, FL 33442   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement, timely problem...

Overview AmTrust Financial Services, Inc., a fast-growing commercial insurance company, has an immediate need for an in-house Paralegal to work in our Florida Staff Counsel office.   This position is hybrid 4 days a week in office out of our FL office.  Responsibilities Research and analyze law sources such as statutes, recorded judicial decision and legal articles to prepare legal documents including; briefs, pleadings, motions and appeals Compile and prepare draft discovery responses. Draft complex motions Assist in the preparation for trials, including trial notebooks, exhibits, subpoenas and witness coordination Communicate with clients, witnesses, adversaries, witnesses, court, and team members Interact with people of all levels of the company as a member of the legal team Capability to manage multiple priorities in a deadline-oriented setting Ability to handle confidential information in a...

Position Title Branch Banking Client Consultant I - Float   Location Wellington, FL 33414   Job Summary Branch Banking Client Consultant I-Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: JOB   RESPONSIBILITIES     Sales Performance:   Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client introductions to...

Position Title Branch Banking Client Consultant III - Licensed   Location Boca Raton, FL 33498-6797   Job Summary A Branch Banking Client Consultant III - Licensed leverages extensive knowledge in banking, investments, and lending to help clients achieve their financial goals. Individuals in this position typically hold applicable investment and mortgage licensing, and have a proven success in consultative sale. The Client Consultant III plays a significant role in the branch sales execution while maintaining strong operational standards.   Job Responsibilities: JOB   RESPONSIBILITIES   Sales Performance:   support growth of branch by achieving growth targets in financial performance (deposits loans, and non - interest income .   Client Experience:   deliver client engagement and education --using   the tools and systems available.   Meet behavioral activity goals as defined by retail leadership including, but not limited to,...