38 director client relationship jobs found

To provide day-to-day service and support to specifically assigned new and existing VIP clients of the Agencies business such that objectives for profitability and growth are met.   Job Duties and Responsibilities (Essential Job Functions) Support sales programs and long-term objectives to enhance business strategy and achieve goals relative to profitability, cost control and organizational effectiveness. (30-40%) Support Sales team for new business. Research and answer calls and emails from clients, producers, carriers and third parties. Advise clients regarding insurance coverage and risk management issues. Process policy changes, renewals, and cancellations. Handle claims and billing inquiries. Foster and maintain good working relationships with Agency Producers and insurance company underwriters. Perform annual account reviews for each assigned client (30-40%) Work with existing clients to round accounts by identifying additional needs, providing...

As a Health and Benefits Director you will lead client engagements involving the design and management of the full array of health and benefits programs.  You will drive the strategy and grow relationships with current clients by leveraging your expertise alongside WTW’s array of solutions and capabilities and will generate new business by participating in prospecting activities.  You will have the opportunity to provide input into the evolution of the WTW Health and Benefits practice and to be a leader in the marketplace.  The Role  Serve as the strategic partner and trusted advisor to clients in the design and management of their health and benefits programs.  Responsibilities include: Leading the client service team in the design and delivery of project plans; ensuring progress against established objectives, budgets, timelines, deliverables and quality standards  Proactively advising clients and ensuring the delivery of superior client service Leading vendor procurement...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Workforce Absence Team Lead Our teams connect! We collaborate onsite and have a hybrid work arrangement. All candidates must live near one of our centers of excellence: Eden Prairie, MN  : 11000 Prairie Lakes Drive Eden Prairie, MN 55344  Orlando, FL : 12650 Ingenuity Dr Orlando FL 32826 PRIMARY PURPOSE : To supervise the operation of multiple teams of examiners and technical staff for disability claims for clients; to monitor colleagues'...

Description Summary: HFA Service Specialists II provides client relationship building partnerships with Advisor(s) and is responsible for the day-to-day activities and interaction between the client and Huntington, in terms of the establishment, documentation and maintenance of the relationship.  ​ Duties and Responsibilities: Day to day activities and interaction between the client and Huntington in terms of establishment, documentation, maintenance and servicing of the relationship, including the Digital Experience. ​ Services customers by providing detailed information on specific accounts and building rapport.  Responsible for identifying, researching, analyzing and resolving complex problems with accounts. ​ Works directly with the client and/or relationship manager to obtain financial information or other documentation needed for new accounts, loans and servicing requests. ​ Responsible for...

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 is seeking a Chief Revenue Officer BBDS., and VP of Alternative Markets to join our growing team in Bloomington, MN !  In this role, you will be responsible for increasing sales volume and profitability through impactful leadership, strategic planning, and ongoing mentoring of both new and seasoned producers. How You Will Contribute:   Identify, design, and implement sales strategies for continued growth of the department. Communicate new opportunities, trends, and carrier information to all members of the team. Review and prepare monthly analyses to measure progress in achieving department objectives Identify new business opportunities, quote, present, and sell to prospective clients}. Develop and lead regular regional sales meetings that motivate and empower the team. Build a network of...

Description Summary: The Regional Sales Advisor - Merchant Services is responsible for generating and expanding client relationships by providing expert payment solutions and recommendations in the business/middle market space from $3-$50 million.  You will also partner with business bankers to identify new sales opportunities for merchant services while also coaching partners, calling on prospects/clients, managing leads, making presentations, closing sales, managing appointments and schedules, attending leadership meetings and keeping your partners engaged in your referrals and calling efforts. Duties and Responsibilities: Actively prospect and build relationships with new clients, converting leads into valuable partnerships.  Sell a range of solutions (Visa, Mastercard, Amex, Discover, check processing, gift cards, automated clearing house (ACH) and navigate complex hardware and software needs. Build...

Description Summary: Responsible for generating and expanding client relationships by providing expert payment solutions and recommendations in the small business space from $0-$3 million.  You will also partner with branches to identify new sales opportunities for merchant services while also coaching branch staff, calling on prospects/clients, managing leads, making presentations, closing sales, managing appointments and schedules, attending leadership meetings and keeping your partners engaged in your referrals and calling efforts. For this role, candidate must be located in the Minneapolis, MN area. Duties and Responsibilities: Actively prospect and build relationships with new clients, converting leads into valuable partnerships.  Sell a range of solutions (Visa, Mastercard, Amex, Discover, check processing, gift cards, ACH) and navigate complex hardware and software needs. Build pipeline,...

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...

Provide pricing, financial and risk management for the Group Life and Accident reinsurance business. The position has significant impact on achievement of revenue, earnings and operational goals.  In addition, will support leadership within the Group Reinsurance team and assist in the development of new products and overall expansion of Group Reinsurance business, collaborating with other business units within SCOR.  Work closely with marketing underwriters, operations, and other actuaries within the Group Reinsurance team and within SCOR Life Pricing.  The position will also conduct research and complete projects which add value to SCOR’s clients.  The position is eligible for potential rotation within SCOR as part of the actuarial program. Collaborate with Group Reinsurance team to establish strategic direction for Group Reinsurance products. Work with the VP, Actuary – Group Reinsurance and others within SCOR to support financial reporting, experience analysis and reserving...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Workforce Absence Team Lead PRIMARY PURPOSE :  To supervise the operations of multiple teams of examiners and technical staff for disability claims for clients; to monitor colleagues' workload, provide training, and monitor individual claim activities; to provide technical/jurisdictional direction to examiner reports on claims adjudication; and to maintain a diary on claims within the teams including frequent diaries on complex or high exposure claims. ESSENTIAL...

Company: Mercer Description: We are seeking a talented individual to join our Health team at Mercer, a Marsh business. This role will be based in Minneapolis and offers a hybrid work arrangement, requiring a minimum of three days per week in the office. As the Health & Benefits Consultant , you will play a pivotal role in shaping the future of employee benefits for our clients. In this dynamic position, you will perform in-depth analyses for larger, complex clients, collaborating with Mercer subject matter experts to deliver exceptional results. Additionally, you will have the opportunity to mentor and guide junior team members, fostering a culture of quality and accuracy in all deliverables. Join us and make a meaningful impact in the world of health and benefits! We will count on you to: Provide financial, contract, and administrative analysis while managing portions of client projects and addressing ad hoc operational requests Support financial review...

Description This role will be located in the Downtown St. Paul location. Summary: The Regional Banking Relationship Manager III is responsible for acquiring new business relationships to Huntington and the continued development and deepening of the relationships with existing customers. This is done by providing insights and guidance to business owners. Depending on market assigned portfolio size recommended as 30 to 80 clients Business sales size $2 MM to $50 MM and credit exposure up to $25 MM. This banker will cross-sell and negotiating pricing and fees.   Duties & Responsibilities: Develops and maintains profitable Business Banking relationships with businesses sales size $2 MM to $50MM and credit exposure up to $25 MM. Effectively prospects new business and expands/ deepens existing business relationships. Meets with business owners to build strong relationships, understand their...

Description This role will be located in the Downtown St. Paul location. Summary: The Regional Banking Relationship Manager Sr. is responsible for acquiring new business relationships to Huntington as well as maintaining and deepening business relationships with existing customers. This is done by providing insights and guidance to business owners.  Depending on market assigned portfolio size recommended as 30 to 60 clients Target market is businesses with sales sizes $2 MM to $50 MM and credit exposures up to $25 MM. This role serves a senior level sales position within Regional Banking with heavy focus on business with greater than $25 MM in sales and functions as the back-up to the Market Manager while providing credit and mentoring guidance to junior colleagues. Duties and Responsibilities: Acquires new, profitable business relationships through aggressive prospecting, networking and providing...

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 Risk Control 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 Asset Finance Sales Associate works with a team of sales representatives to provide equipment financing product directly to customers or through vendor partners. Ensures financing packages are complete and accurate for funding and follows up on any outstanding items. This position is reserved for associates whose primary focus is to operate in a strong sales administration and operations support role and should not be used for those whose primary focus is that of a sales function. Duties & Responsibilities: Conduit between Equipment Finance Relationship Management (EFRM) Sales Team and Internal Support Knowledge Management- work with teams on client and prospect research Joint calling and tradeshows with EFRM Sales Team Co-manage dealer, distributor, broker and customer relationships with sales executive Prepares and presents proposals Asset Evaluation Performs other...

Description Summary: Huntington Insurance is looking for a Goal-Oriented Insurance Sales Executive who can bring passion and tenacity to the Business and Commercial Insurance industry.   The Insurance Sales Exec - Employee Benefits is a Salary and commissioned sales position that offers a three-year income transition plan for a qualified candidate. Duties & Responsibilities: Building and managing profitable insurance relationships with Huntington prospects and clients. Cultivating and maintaining professional relationships with key internal and external sources to identify potential customers for insurance products and services. Achieving positive year over year revenue growth through acquisition of new insurance customers. Analyzing, preparing and advising on comprehensive business insurance Strategies Effectively communicating the Huntington Insurance value proposition to potential and...

Provides administrative support for the department/office. Assists with special projects as needed and provides backup to other office staff in their absence. May serve as liaison between perspective client, real estate agents, vendors, or other departments. May provide work direction to other clerical staff. Job Duties and Responsibilities (Essential Job Functions) Common job activities are listed below; actual position responsibilities may vary.  Refer to your manager or human resources for specific duties and performance expectations. Answer phone, schedule appointments, provide information, greet customers, orient clients to office/department services and personnel, and respond to information requests. Enter data, maintain and monitor data files, create files and documents, produce reports, process and verify paperwork, prepare billings, process invoices, proof documents, prepare mailings, prepare packets and handle correspondence, may provide recordkeeping...

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:   $1,000-$2,500 Signing Bonus for new hires. 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...

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 San Francisco and founded in 2007, our company has over 3,000 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...

Description Summary: The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies. Duties And Responsibilities Lead financial planning engagements for clients with a net worth of $1-10M. Conduct thorough discovery conversations to identify client goals, values, and financial objectives. Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies. Collaborate closely with internal wealth advisors to support client relationship management and plan implementation. Provide mentorship, training, and guidance to wealth advisors on financial...