7 placement specialist jobs found

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 e mployees.  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...

The Billing Operations Specialist provides professional-level support for billing and financial operations within the insurance brokerage environment. This role ensures accurate invoicing, reconciliation, and compliance with client agreements and carrier requirements while handling more complex accounts. Operating with moderate autonomy, the incumbent applies judgment to resolve billing discrepancies, improve processes, and deliver a seamless client experience. Primary Responsibilities Review and process client and carrier invoices for accuracy, ensuring alignment with contractual terms and brokerage standards. Exercise judgment in identifying and resolving billing discrepancies; escalate complex issues as appropriate. Maintain accurate financial records in agency management and accounting systems; ensure adherence to internal controls and audit standards. Collaborate with account managers, finance teams, and carriers to ensure timely and accurate billing. Monitor...

Description Job Description: As a Treasury Management Specialist Sr. at Huntington Bank, you’ll play a vital role in fostering client relationships, delivering innovative treasury solutions, and supporting portfolio growth. You’ll provide comprehensive sales support and sales analysis for the Treasury Management Advisors. Key Responsibilities: Research client financial structures and cash flow needs to recommend tailored treasury solutions Work with Treasury Management Advisors to develop pricing strategies, perform financial modeling, and evaluate profitability Stay ahead of industry trends and competitor offerings to position our solutions effectively Prepare compelling pitch materials, account strategies, and client review documents to support business development efforts Partner with cross-functional teams to ensure seamless implementation and accurate billing for treasury services...

Description Teller Functions: Assumes responsibility for the efficient, effective, and accurate performance of teller functions to be processed using the ITM machines. Receives deposits, loan payments, disburses withdrawals, processes account transfers, verifies transactions, and resolves discrepancies in a timely manner. ● Presents and explains Huntington Bank services and products to customers and assists in meeting their financial needs. Answer questions and solve problems for customers by listening, collecting data, securing answers, and reporting results to the inquiring party. ● Performs file maintenance needs such as address changes, unlocking Huntington OLB, Debit Card limits, etc. ● Takes complete ownership of every interaction whether it requires a call back or extended research. ● Required to complete compliance, training, and all other training offered to ITM Specialists. ● Seeks ways to streamline...

Description Summary: The Treasury Management Specialist Sr provides comprehensive sales support and sales analysis for the Treasury Management Sales Advisor. Duties & Responsibilities: Compiles data for Sales Advisors, creating RFP’s, proposals and pro-forma pricing analyses and handling client’s sales needs if an advisor is not available.  Direct sales via telephone as well as joint and individual calls with advisors and or RM/BB partners.  Responsible for contributing to team revenue goals       Responsible for the identification and execution of cross-sales across an existing Treasury Management portfolio.             May have direct responsibility across a certain portion of an Advisor’s portfolio.  Coaches, counsels and mentors other Sales Specialists. Performs other duties as assigned. Basic Qualifications: Three or more years banking experience with a focus on treasury management/cash...

Description Summary: The Auto Finance Portfolio Manager III 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. This position is available in the states listed. 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...

Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties...