6 sr placement specialist jobs found

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Sr. Client Service Specialist works closely with advisors, line of business specialists, and dedicated client servicing professionals to analyze client data, evaluate needs, and help create effective risk management solutions designed to meet clients' financial goals....

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 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...

Job Description: We are looking to add a Sr. Placement Consultant to join our Property Casualty team in Dallas, TX . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Independently perform the daily tasks required to efficiently manage client service which includes renewal marketing and placement of insurance for assigned clients as well as responding to daily client service needs. Prepare, market new and define renewal business in conjunction with designated sales team. Maintain an organized marketing file utilizing appropriate software that provides Placement Specialist with clear and accurate information to ensure a smooth issuance, including a written order letter with all changes noted. Provide answers, solutions, or direction to questions or concerns by sales team, service team, clients and underwriters in...

Description Summary: The Commercial Loan Closing Specialist Sr. is responsible for reviewing and organizing all necessary documentation to finalize complex commercial loan transactions. This includes ensuring accuracy, compliance with regulations, and facilitating with various parties involved, such as lenders, borrowers, and legal teams.  The role involves meticulous attention to detail and a thorough understanding of commercial loan terms including legal concepts, collateral acceptability, and final closing conditions. The Commercial Loan Closer Sr. is responsible for initiating and driving the loan closing process while managing and expediting complex and concurrent processes.  Expertise in review and interpretation of deal structures and legal documentation along with working through “gray areas” presented is required. Additionally Commercial Loan Closer Sr.’s work closely with Underwriters and Relationship...

Position Summary: The Sr. Claims Operations Specialist is responsible for driving operational excellence within the claims function. This role focuses on improving efficiency, streamlining workflows, and optimizing processes within the insurance broker Claims Advocacy Service Model. The position works closely with the Claims Leadership Team to support strategic initiatives, provide operational insights, and implement scalable solutions that enhance productivity and effectiveness. Supervisory Responsibilities:   None Essential Tasks: Analyze existing claims operations workflows to identify inefficiencies, gaps, and areas for improvement to enhance the Claims Advocacy Service Model. Develop, implement, and monitor process enhancements to optimize claim intake, review, and tracking. Collaborate closely with the Claims Leadership Team to align operational initiatives with business goals and strategic priorities. Partner with IT, analytics, and business teams to...