34 director client relationship jobs found

Description Summary: The Personal Production Assistant position provides administrative support for a sales function or one or more MLOs and is responsible for the day to day activities and interaction between the client and Huntington, in terms of the establishment, documentation, maintenance and servicing of the relationship. Responsible for identifying, researching, analyzing and resolving complex problems with accounts. Makes routine decisions in the absence of an officer. Advises and counsels clients on bank products and services. Assists the sales function or an MLO by processing and maintaining accurate and complete documentation. Compiles information from a variety of sources to prepare various reports. Responsible for file setup, ordering titles and appraisals, analyzing appraisals and title review. Prepares files for underwriting/validation. Validates and sends files to Corporate Underwriting....

Description Summary: The Mortgage Loan Officer - Retail position provides Simply the Best customer service to each customer at all times. Responsibilities include using internal and external referral sources to develop mortgage loan business; builds and maintains business relationships within the community. Duties & Responsibilities: Develops new and expands internal and external referral sources to grow mortgage business Using consultative selling techniques, advises clients on mortgage loan options and other financial products. Provides excellent customer service from approval through closing, working closely with loan origination sources to secure and verify all information required for underwriting. Responsible for maintaining client relationships. Advises customers on the completion of loan applications. Performs other duties as assigned. Basic Qualifications: High school diploma or GED...

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   $1,500 to $3,000 Signing Bonus - amount is dependent on experience.  To qualify for the Signing Bonus, applicants must be new to the Auto Club Group (not applied in the last 180 days).  There is a 1-year payback clause if your employment is terminated prior to completing 12 months of employment.  Additional details can be provided by our Recruiting Team at the time of application. Ready to turn your sales skills into a career you love? Join AAA- The Auto Club Group as a Travel Sales Agent and help clients plan unforgettable vacations—no prior travel experience needed. We’re looking for driven, people-focused sales professionals who want to grow in a fast-paced and exciting industry. What We Offer: Competitive base pay + uncapped commission +...

Summary:   Our team is growing, and we are looking for an Office Administrator who is passionate about working with our team and being the “go to person” in our office. As the Office Administrator, you are also responsible for providing support to our entire team and being the “face” of our office. In this role, you will: Manage Reception desk/answer phones and direct calls.  Manage all office administration tasks, including general office and business supply orders, equipment maintenance, maintenance of files and overseeing general office appearance and repair issues.  Manage incoming and outgoing mail/correspondence on a daily basis.  Support service staff with printing/preparing client deliverables (e.g. BAGs, proposals).  Support hiring managers with new hire onboarding and processing; train associates on phone and other office systems and programs; order business cards; prepare work space.  Coordinate information technology in conference rooms; i.e. video...

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 Role Overview The Director of Partnerships plays a critical role in advancing Filene’s mission by driving revenue growth and deepening engagement with members and funders. This position is responsible for cultivating new donor relationships, strengthening and expanding existing partnerships, and ensuring a high-quality experience for Filene members. The ideal candidate is a...

Description Summary: The Mortgage Loan Officer - Retail Community position provides 'Simply the Best' customer service to each customer at all times. Responsibilities include using internal and external referral sources to develop mortgage loan business; builds and maintains business relationships within the community. Duties & Responsibilities: Develops new and expands internal and external referral sources to grow mortgage business Using consultative selling techniques, advises clients on mortgage loan options and other financial products. Provides excellent customer service from approval through closing, working closely with loan origination sources to secure and verify all information required for underwriting. Responsible for maintaining client relationships. Advises customers on the completion of loan applications. Performs other duties as assigned. Basic Qualifications: High school...

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 Underwriting 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,...

Description Summary: The Mortgage Loan Officer - Retail position provides Simply the Best customer service to each customer at all times. Responsibilities include using internal and external referral sources to develop mortgage loan business; builds and maintains business relationships within the community. Duties & Responsibilities: Develops new and expands internal and external referral sources to grow mortgage business Using consultative selling techniques, advises clients on mortgage loan options and other financial products. Provides excellent customer service from approval through closing, working closely with loan origination sources to secure and verify all information required for underwriting. Responsible for maintaining client relationships. Advises customers on the completion of loan applications. Performs other duties as assigned. Basic Qualifications: High school diploma or GED...

Description The Treasury Management Service Specialist II – National Deposit Group (NDG) and HOA support clients within the National Deposit Group and Homeowners Association (HOA) business segments by delivering high‑quality treasury management onboarding, implementation, and ongoing service support. This role focuses on property management firms, HOA management companies, community associations, and related organizations that require high‑volume operating accounts, specialized payment processing, and strong controls around funds management. The TM Service Specialist II partners closely with Relationship Managers, Treasury Sales, Operations, Risk, Legal, and Product teams to ensure accurate execution, regulatory adherence, and a consistent, service‑oriented client experience aligned to the unique needs of NDG and HOA clients. Key Responsibilities Client Onboarding & Implementation (NDG / HOA Focus)...

With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. Position Summary: The Underwriter role is responsible for driving profitable growth through the evaluation and underwriting of new and renewal accounts. This position involves close collaboration with producers to negotiate pricing, terms, and conditions, while proactively managing capacity and ensuring compliance with governance frameworks and underwriting guidelines. This is a market-facing so expected to be meeting with brokers in the territory (CO, AZ, UT, NV). Responsibilities and Accountabilities: Underwrite Profitable business Underwrite new and renewal accounts to meet top and bottom line targets Negotiate price and terms and conditions with producers...

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   DentaQuest manages dental and vision benefits for more than 33 million Americans. Our outcomes-based, cost-effective solutions are designed for Medicaid and CHIP, Medicare Advantage, small and large businesses, and individuals. With a focus on prevention and value, we aim to make quality care accessible to improve the oral health of all....

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   DentaQuest manages dental and vision benefits for more than 33 million Americans. Our outcomes-based, cost-effective solutions are designed for Medicaid and CHIP, Medicare Advantage, small and large businesses, and individuals. With a focus on prevention and value, we aim to make quality care accessible to improve the oral health of all....

Our Employee Benefits team is growing, and we’re looking for a Financial Consultant who thrives on turning data-driven insights into strategic client solutions. In this role, you’ll play a key part in supporting our producers and account executives through expert financial analysis, cost management strategies, and innovative funding approaches that drive client success. In this role, you will: Directly assist Producers/Account Executives in selling to new accounts by demonstrating HUB analytics, alternative risk, and cost management expertise Advise Sales Executives and Account Management team as necessary in applying a basic understanding of our capabilities Train and mentor members of the Financial Consulting team Execute marketing efforts focused on sales/retention initiatives – where financial consulting is a key consideration Anticipate and adapt to changing business demands – especially in-tune with the evolving changes in various client cost management...

Company: Mercer Description: We are seeking a talented individual to join our Health & Benefits team at Mercer. This role will be based in Denver, CO. This is a hybrid role that has a requirement of working at least three days a week in the office. As a Health & Benefits (H&B) Consultant , you will assist with managing consulting engagements with 2,000+ life employers regarding their medical, dental, life, and disability benefit plans and programs. You will negotiate with benefits carriers and vendors to secure health and welfare plan coverage for these employers, acting as the client manager and often the Mercer relationship manager. We will count on you to: Manage complex client engagements, including overall service delivery, strategy, financial evaluations, plan design, renewal, business placement, benchmarking, and other studies. Develop sophisticated benefits design and renewal strategies and drive the development of tools and solutions to...

Description Summary: The Auto Finance Commercial Relationship Manager services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. Owns primary responsibility for the credit and monitoring of Auto Finance portfolio risks. Must have demonstrated, extensive formal credit training and experience as approval officer in Commercial Auto Finance. Duties & Responsibilities: Candidate will develop automotive dealership new client relationships through outside calling sales activities in assigned market area.   Uncovering and negotiating new commercial loan business, banking products and services opportunities for new dealer prospects. Working through assigned credit partners candidate would follow credit policy, structures, underwriting...

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   DentaQuest manages dental and vision benefits for more than 33 million Americans. Our outcomes-based, cost-effective solutions are designed for Medicaid and CHIP, Medicare Advantage, small and large businesses, and individuals. With a focus on prevention and value, we aim to make quality care accessible to improve the oral health of all....

Company: Marsh McLennan Agency Description: Marketing Associate – Executive Liability 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 Marketing Associate 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 a Marketing Associate on the National Accounts Executive Liability team, you’ll be...

Company: Description: Client Executive – Business Insurance Surety 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 Client Executive 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 (NYSE: MRSH). A day in the life. As our Client Executive on the Business Insurance Surety team, you’ll work directly with producers and clients. This...

Job Title: Retirement Plan Consultant - Brotherhood Retirement FLSA: Exempt Job Family: Affiliates Department: Brotherhood Retirement Location: On-site (Colorado Springs, CO)   POSITION SUMMARY The Retirement Plan Consultant serves as a key member of the retirement advisory team, supporting the firm’s mission by delivering investment oversight, fiduciary guidance, and operational execution for retirement plans. This role combines investment due diligence, committee meeting participation, sponsor relationship management, and coordination of plan deliverables. The Consultant works closely with the firm’s Investment Committee, TPAs, recordkeepers, and internal teams to ensure plans are monitored prudently and serviced with excellence. This position requires a proactive and detail-oriented professional who can independently manage client relationships, maintain high documentation standards, and effectively communicate complex investment concepts to plan...

Job Title: Operations Manager - Brotherhood Retirement FLSA: Exempt Job Family: Affiliates Department: Brotherhood Retirement Location: On-site (Colorado Springs, Colorado)   POSITION SUMMARY The Operations Manager is a key leadership role within Brotherhood Retirement’s home office team, responsible for ensuring the firm operates efficiently, consistently, and in alignment with its mission and values. This role supports the firm’s vision by overseeing day-to-day operational processes and internal workflows, while partnering closely with the Retirement Plan and Private Wealth teams to drive firm-wide alignment and scalability. The Operations Manager also plays a central role in departmental onboarding, training, and supporting team members to ensure a high standard of excellence across the organization. This position requires a proactive, self-directed leader who takes ownership of responsibilities and follows through with precision. The ideal candidate...