1814 client services associate jobs found

Supports the client services management team and designated clients through a variety of tasks including gathering information and facilitating general client interactions. Utilizes multiple systems to monitor and resolve service-related items that arise to assist with timely completion of service items, annual non-discrimination testing, and other compliance related items. Works closely with 401(k) colleagues for continued education and development of 401(k) technical knowledge. What You'll Do   As an Associate Client Services Specialist,   you will:  Monitor and maintain workflow tasks for assigned clients to ensure requests and services are completed within the required deadlines  Monitor incoming email and voice messages while corresponding with clients to provide accurate information regarding employer contributions, payroll, and plan information  Collect, verify, and update required customer information accurately within Sentry systems  Develop and...

As a Health and Benefits Senior Associate, you will contribute to a wide variety of complex projects involving the design, financing and ongoing management of the full spectrum of health and benefit programs. You will serve as the lead 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, life, disability and time off benefits for large, complex clients including:   Benefit plan analysis, design, cost savings and funding strategies  Vendor procurement, negotiation and optimization...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, 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 and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This Consultant, Business Insights role will sit within Programs Operations (E&S/Specialty) and be the primary analytics and performance partner to Programs underwriting leadership. In addition to the core responsibilities, this role will: ·        Design and govern a cohesive Programs underwriting metrics framework, with emphasis on leading indicators. ·        Serve as a Federato and AI power user, surfacing portfolio insights,...

If you’re passionate about being part of a dynamic organization that enables a Fortune 100 company with nearly $70 billion in annual sales to drive innovation and adopt new technologies that deliver business results, then Nationwide’s Technology 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. This role will work a hybrid schedule coming into the Columbus, Ohio or Des Moines, Iowa office 2 days per week on Mondays & Tuesdays. Remote candidates may be considered. Why this role matters Nationwide’s Commercial Lines businesses are transforming how we underwrite, serve, and partner with customers and agents. Our Commercial Lines technology organization is at the center of that change – modern platforms, AI‑enabled experiences, and retiring legacy technology. We need a Delivery Leader who...

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! 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. We are seeking a highly skilled Senior HVAC Technician to support commercial and multi‑family residential properties. This role requires strong mechanical expertise, advanced troubleshooting capabilities, and hands‑on experience across both residential and commercial HVAC systems. Key Responsibilities Provide advanced HVAC service, diagnostics, repair, and support for commercial and multi‑family residential properties. Serve as a technical expert with a strong emphasis on TRANE controls and systems . Ensure work quality, safety compliance, and adherence to company standards and customer...

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. We’re hiring a program & change management consultant to help leaders and teams get ready for important changes across Nationwide Financial. You’ll sit close to the work, helping people understand what’s changing, why it matters and how to move forward with confidence.   You’ll spend your time on real, people-centered solutions —the kind that cut across teams, affect how work gets done and need clear, practical support to land well. Our team delivers a standard set of services based on...

Position Title Associate Group Director   Location New York, NY 10018   Job Summary The Associate Group Director will be responsible for building and maintaining strong client relationships for the Private Bank by providing personalized banking products and services.   Job Responsibilities: JOB RESPONSIBILITIES New Client Acquisition Assists Group Director in developing opportunities with bank targeted Commercial and High Net Worth prospects through customer referrals, COI referrals, Networking, and other sources. Maintains regular contact with an active list of prospective clients. Responsible for ensuring new clients in their respective region fall within the bank’s risk protocol and framework Client Management Regularly meets with top clients to ensure customer satisfaction & understand/assess for incremental needs. Determines customers’ financial needs and presents needs-based solutions. Uses independent judgement and discretion to make...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose:  This position directs sales activities for TruStage manufactured annuity products within an assigned geographic territory, with a primary objective of driving annuity deposit growth and increasing total assets under management. The role leads face to face distribution efforts through registered representatives in the independent broker dealer, bank, and/or credit...

Position Summary The Associate Broker is responsible for ensuring the quality and efficiency of brokerage and delivering client service under the guidance of the broker. The role requires engagement with underwriters to secure optimal pricing for their clients and terms and identifies and resolves errors. They actively pursue new business opportunities and are committed to continuous learning and professional development. What will your job entail? Job Responsibilities: • Ensures quality control across all files, meticulously scrutinizing active and expired policies, endorsements, and documentation for accuracy, timeliness, and adherence to policies. • Drafts error free submissions to communicate coverage terms with underwriters under the guidance of the broker, weaving together technical insurance jargon with clear and concise client-friendly language. • Reviews, analyzes, and underwrites risks, rates submissions for premium and terms and analyzes exposures for quotes for...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Claim, Legal Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...

About the Role   We are seeking a driven, energetic Account Associate to join our dynamic Insurance team in Plantation, FL. Key Responsibilities Include   Prepare, issue, file, update and manage time-sensitive insurance documents critical to the business, including but not limited to:  certifications of insurance, endorsement requests, loss summaries, quotes, binding requests, renewal letters, mod analysis, and many more! Learn industry terminology and commercial insurance coverage basics   Conduct research; compile information for Account Managers and Account Executives   Participate in off-site carrier, client, and prospect meetings as required   Keep insurance filing and database system up to date (Applied Epic)   Assist in creating proposals, summary of insurance, and presentations   Responsible for billing accurately and timely , a udit...

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. Position Summary The Contact Center Escalations Associate is responsible for supporting complex after issue (payment) servicing needs and...

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! 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. Join Nationwide’s ATOM team as a C#/.NET developer building custom applications and tools that power critical actuarial functions. This role is ideal for curious, innovative problem solvers who enjoy full lifecycle ownership from requirements through development, testing, delivery, and ongoing support. You will work across a modern data environment that includes backend integrations with both SQL Server and Snowflake, enabling performant, scalable solutions that support key actuarial workflows. What You’ll Do Build, enhance, and support custom applications for Actuarial teams Develop solutions...

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 supports Nationwide’s Life Billing & Payments Processing team within Annuity Life Operations (ALO).  The ideal candidate will possess the following: Attention to detail, strong time management skills and follow-through to meet SLA’s The ability and comfort to navigate multiple applications/screens Strong analytical and curious problem-solving approach Customer Service Orientation Possess a continuous-improvement mindset Work Location & Schedule: This role...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, 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 and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Nationwide Insurance is the 8th largest commercial carrier.  Our Loss Control Services organization has over 100 Loss Control associates and technical staff.  Our commercial portfolio of accounts consists of traditional, middle market and national accounts.  Business segments include: contractors, manufacturing, real estate management, service industries, retailers, etc. This Loss Control Consultant will work in a virtual environment. We are seeking an...

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. What you’ll really do day-to-day Prospect & consult: Make proactive daily outreach to Financial Professionals (FAs/advisors, plan sponsors, administrators) to uncover needs, position product solutions, and support practice management. Territory co-ownership: Operate in sync with an External Wholesaler—planning campaigns, following up post-meeting, handling illustrations/proposals, and progressing opportunities through the pipeline. Market intelligence: Stay on top of...

If you’re passionate about becoming a Nationwide associate and believe you have the potential to be something great, let’s talk. 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. Addendum:  Join a fast-moving, highly collaborative marketing leadership team driving growth, retention and brand strength across Nationwide’s Retirement Solutions (RS) business. This role is ideal for an enterprise-minded marketing leader who can connect the RS business plan to clear marketing strategies in the $1–$50M plan market, public sector leadership, and investment/guarantee solutions, while delivering measurable sales, retention and participant impact. The role reports to the SVP, Nationwide Financial Marketing and is a key member of the NF Marketing leadership team, working in close partnership with Retirement Solutions leadership (Product,...

If you're passionate about being part of a diverse organization that enables a Fortune 100 company with nearly $70 billion in annual sales to deliver innovative business solutions with excellence, then Nationwide's Legal 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. This position will be hired on a   SuccessFlex   basis.   The hired associate must   reside   within 35 miles of the following location:   Pennsylvania - Wexford, 2559A Brandt School Road Work schedule: 3 days in office, 2 days remote.   This role does not qualify for employer sponsored work authorization. Nationwide does not   participate   in the STEM OPT extension program.   #LI-AM1 Job Description Summary Would you thrive in an environment where you can deliver top-quality legal...

Description Summary: Associate Director - Specialized Mortgage Solution is responsible for managing new business and existing relationships to Huntington and the continued development and deepening of the relationships with existing customers. The position requires deep understanding of all aspects of the mortgage ecosystem which include Commercial and Residential Loan Originators/Servicers/Owners and Operators.  Extensive product and treasury related expertise to service the industry vertical in all aspects of deposit gathering and day to day maintenance of account structures.  The banker will cross-sell and implement products and services.  Duties & Responsibilities: Develops and maintains profitable Banking relationships within the mortgage ecosystem.   Effectively expands/ deepens existing business relationships for this multi-billion-dollar third party servicing industry. Meets with business...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. American Specialty , an Arrowhead Programs company, is seeking a Associate Business Development Leader to join our growing team in FT Wayne, IN! The role of the Associate Business Development Leader ("BDL") is a foundational sales role within our Client Services department. The Associate BDL will develop and perform their role under the guidance of a dedicated Business Development Leader. This individual will learn the critical fundamentals of our sales processes through daily education and by assisting the dedicated BDL with organizing and processing all phases of assigned renewal accounts. The Associate BDL will also engage in the process of prospecting for new business leads and take on other assigned projects to further develop the required technical knowledge base and skill set needed to successfully serve the market segments we...