2332 client relationship assistant jobs found

Title:   Client Relationship Assistant FLSA:   Non-exempt   Hours per week:   40 Position   Summary The Client Relationship Assistant position comprises a range of administrative responsibilities, including fund administration, board meeting administration, and data collection. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key   Duties   and   Responsibilities Support the Client-facing team in performing administrative tasks. Creates correspondence, reports, presentations, and meeting notes   for internal use or distribution to clients or vendors ; performs filing, editing, copying, or collating as needed. Keeps records in relation to the disbursement process. Coordinates meetings, activities, and other events as assigned, including scheduling, catering, and meeting room preparation. Assists the Client-facing team with analysis and...

Overview The Assistant Vice President, Client Services is responsible for establishing the strategic direction and operational execution of Client Services. This role leads the development and delivery of service initiatives designed to enhance the end-to-end client experience for AmTrust’s TPA, MGA, and broker partners across the full lifecycle of the relationship, with emphasis on Renters and Travel insurance.   This role oversees client experience and service-related activities including policy issuance and changes, terminations, regulatory coordination and reporting, licensing and appointments, adherence to contractual service requirements, frontline issue resolution for agencies and insureds, and assisting Business Development and Account Management teams throughout the customer lifecycle. The VP will lead and develop a high-performing team focused on driving client loyalty, improving operational efficiency, and accelerating speed to market while...

MarshBerry is growing! We are seeking an Executive Assistant to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.   Job Details Position Summary: MarshBerry is currently seeking an Executive Assistant for our Investment Banking & Consulting team in Beachwood, OH. The Executive Assistant will provide professional support and value-added services to MarshBerry executives and team members.  Responsibilities include managing and maintaining calendars,...

Position Title Executive Assistant   Location Charlotte, NC 28202   Job Summary The Executive Assistant is responsible for enhancing the effectiveness by providing advanced information management support (typically at an Executive or high-level management level), administrative support and organizational support. Responsible for handling a wide and complex range of administrative and executive support related tasks working under minimal supervision. Interact with staff (at all levels) in a fast-paced environment, sometimes under pressure and remains flexible, proactive, resourceful and efficient, with a high level of professionalism and confidentiality. Also responsible for gathering information to prepare reports, assisting with the planning of events, managing and directing certain inquiries, managing and prioritizing meetings for the executive and assisting with the creation of timely communications within the division. May be required to apply knowledge of assigned...

Position Title Branch Banking Assistant Leader   Location Hewlett, NY 11557   Job Summary The Branch Banking Assistant Leader drives branch revenue growth, operational integrity and client experience excellence, with a focus on reputational success in the community.   Job Responsibilities: JOB RESPONSIBILITIES Business Performance: Drive market growth of primary client relationships and achieve growth targets in financial performance (deposits loans, and non-interest income).  Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative. Sales Leadership and Coaching: Support in the coaching, development and mentorship of the team members. Actively support the execution of partner produced sales and marketing initiatives. Reinforce training, development and coaching to branch teams on our mission and how to effectively engage in our broader communities and customers to...

About HUB International At HUB International, we advise businesses and individuals on how to reach their goals. We believe in protecting and supporting the aspirations of individuals, families, and businesses by helping our clients evaluate their risks and develop solutions tailored to their needs. When you join HUB, you become part of a vast network of risk, insurance, employee benefits, retirement, and wealth management specialists who bring clarity to a changing world through tailored solutions and unrelenting advocacies and businesses evaluate and manage their risks and insurance needs with personalized service, while our dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for our clients. At HUB, we’re more than an insurance broker—we’re a network of doers with diverse backgrounds and a shared purpose: supporting our clients, colleagues, and communities. We believe great work happens when people feel...

Position Title Branch Banking Assistant Leader - Wellington FL   Location Wellington, FL 33414   Job Summary The Branch Banking Assistant Leader drives branch revenue growth, operational integrity and client experience excellence, with a focus on reputational success in the community.   Job Responsibilities: Business Performance: Drive market growth of primary client relationships and achieve growth targets in financial performance (deposits loans, and non-interest income).  Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative. Sales Leadership and Coaching: Support in the coaching, development and mentorship of the team members. Actively support the execution of partner produced sales and marketing initiatives. Reinforce training, development and coaching to branch teams on our mission and how to effectively engage in our broader communities and customers to deliver...

Position Title Branch Banking Assistant Leader   Location Canton, MI 48187   Job Summary The Branch Banking Assistant Leader drives branch revenue growth, operational integrity and client experience excellence, with a focus on reputational success in the community.   Job Responsibilities: JOB RESPONSIBILITIES Business Performance: Drive market growth of primary client relationships and achieve growth targets in financial performance (deposits loans, and non-interest income).  Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative. Sales Leadership and Coaching: Support in the coaching, development and mentorship of the team members. Actively support the execution of partner produced sales and marketing initiatives. Reinforce training, development and coaching to branch teams on our mission and how to effectively engage in our broader communities and customers to...

Position Title Branch Banking - Assistant Leader   Location Sedona, AZ 86336   Job Summary The Branch Banking Assistant Leader drives branch revenue growth, operational integrity and client experience excellence, with a focus on reputational success in the community.   Job Responsibilities: Business Performance: Drive market growth of primary client relationships and achieve growth targets in financial performance (deposits loans, and non-interest income).  Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative. Sales Leadership and Coaching: Support in the coaching, development and mentorship of the team members. Actively support the execution of partner produced sales and marketing initiatives. Reinforce training, development and coaching to branch teams on our mission and how to effectively engage in our broader communities and customers to deliver against our...

Position Title Branch Banking - Assistant Leader   Location La Porte, IN 46350   Job Summary The Branch Banking Assistant Leader drives branch revenue growth, operational integrity and client experience excellence, with a focus on reputational success in the community.   Job Responsibilities: Business Performance: Drive market growth of primary client relationships and achieve growth targets in financial performance (deposits loans, and non-interest income).  Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative. Sales Leadership and Coaching: Support in the coaching, development and mentorship of the team members. Actively support the execution of partner produced sales and marketing initiatives. Reinforce training, development and coaching to branch teams on our mission and how to effectively engage in our broader communities and customers to deliver against our...

Position Title Executive Administrative Assistant   Location Troy, MI 48098   Job Summary The Executive Assistant is responsible for enhancing the effectiveness by providing advanced information management support (typically at an Executive or high-level management level), administrative support and organizational support. Responsible for handling a wide and complex range of administrative and executive support related tasks working under minimal supervision. Interact with staff (at all levels) in a fast-paced environment, sometimes under pressure and remains flexible, proactive, resourceful and efficient, with a high level of professionalism and confidentiality. Also responsible for gathering information to prepare reports, assisting with the planning of events, managing and directing certain inquiries, managing and prioritizing meetings for the executive and assisting with the creation of timely communications within the division. May be required to apply knowledge of...

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   Assistant Account Manager​   to join our growing team in   Rome, GA!     The Assistant Account Manager is responsible for retention and client relationship management. The Assistant Account Manager works in tandem with the Account Manager/Executive to assist and ensure customer satisfaction by processing services requests in a timely, efficient and accurate manner.     How You Will Contribute:     Prepare renewal letters and questionnaires; follow up on quotes and set up activities. Assist with marketing by gathering information and preparing/sending applications; follow up on quotes. Complete the Commercial Lines Checklist. Request experience mods and worksheets from the bureau. Order and track loss runs. Proofread proposals,...

Position Title Branch Banking Assistant Leader - Marlboro NJ   Location Marlboro, NJ 07746   Job Summary The Branch Banking Assistant Leader drives branch revenue growth, operational integrity and client experience excellence, with a focus on reputational success in the community. Pay Range $20.87-$35.74   Job Responsibilities: Business Performance: Drive market growth of primary client relationships and achieve growth targets in financial performance (deposits loans, and non-interest income).  Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative. Sales Leadership and Coaching: Support in the coaching, development and mentorship of the team members. Actively support the execution of partner produced sales and marketing initiatives. Reinforce training, development and coaching to branch teams on our mission and how to effectively engage in our broader communities and...

Job Description: Title: Bond/Surety Assistant   Fully in office at our Farmingdale, NJ office. Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: ioausa.com/locations     About the Role: This is an entry level customer service position within the Bond department. Great opportunity to learn a specialty insurance product. Responsible for implementation of and/or assisting with IOA Bond services activities, including: Client service and communication; maintaining individual productivity, quality, and service levels; client Bond administrative processes, including renewals, new Bond set-up, riders/endorsements, cancellations/reinstatements,...

Administrative Office/Clerical Assistant  Location: Uniontown, Ohio  Employment: Full-Time and in-person  Hours of work: 9:00 am-6:00 pm, Monday -Friday; Overtime can be expected during busy periods  We are seeking a motivated Clerical Assistant who is a strong team player to join our organization. Prior insurance experience is not required. This role involves learning daily operations by organizing and managing client communications, becoming familiar with client files, and supporting staff with day-to-day business activities. Responsibilities will increase as the candidate gains an understanding of our processes, with opportunities to work closely with Agents on specialized documents and tasks as assigned by company leadership. Responsibilities: · Build & Maintain Strong Relationships o Answering phones, emailing and distributing documents o Typing forms, correspondence, memos, and other materials o Sorting, filing, and maintaining filing systems for...

Position Title Branch Banking Assistant Leader   Location Monroe, MI 48162   Job Summary The Branch Banking Assistant Leader drives branch revenue growth, operational integrity and client experience excellence, with a focus on reputational success in the community.   Job Responsibilities: JOB RESPONSIBILITIES Business Performance: Drive market growth of primary client relationships and achieve growth targets in financial performance (deposits loans, and non-interest income).  Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative. Sales Leadership and Coaching: Support in the coaching, development and mentorship of the team members. Actively support the execution of partner produced sales and marketing initiatives. Reinforce training, development and coaching to branch teams on our mission and how to effectively engage in our broader communities and customers to...

Position Title Branch Banking – Assistant Leader   Location Astoria, NY 11106   Job Summary The Branch Banking Assistant Leader drives branch revenue growth, operational integrity, and client experience excellence, with a focus on reputational success in the community. Pay Range: $23.73 - $30.26 - $35.74   Job Responsibilities: Business Performance : Drive market growth of primary client relationships and achieve growth targets in financial performance (deposits loans, and non-interest income).  Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative. S ales Leadership and Coaching : Support in the coaching, development and mentorship of the team members. Actively support the execution of partner produced sales and marketing initiatives. Reinforce training, development and coaching to branch teams on our mission and how to effectively engage in our broader communities...

Job Description: Title: Account   Associate   - Commercial Lines   Work Mode:  Fully remote for candidates located in the Northeast | Location/Supporting:   Cherry Hill, NJ office   | Book Focus:   General Book, Real Estate, Habitational   Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations     About the Role :   Assist the account team in c ompleting day-to-day administrative tasks,...

Position Title Branch Banking Assistant Leader - Kenilworth NJ Location Kenilworth, NJ 07033 Job Summary The Branch Banking Assistant Leader drives branch revenue growth, operational integrity and client experience excellence, with a focus on reputational success in the community. Pay Range $23.73 - $36.78 Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: Business Performance: Drive market growth of primary client relationships and achieve growth targets in financial performance (deposits loans, and non-interest income).  Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative. Sales Leadership and Coaching: Support in the coaching, development and mentorship of the team members. Actively support the execution of partner produced sales and marketing initiatives. Reinforce training, development and coaching to branch teams on our mission and how to...

Position Title Assistant Branch Manager   Location Detroit, MI 48201   Job Summary The Branch Banking Assistant Leader drives branch revenue growth, operational integrity and client experience excellence, with a focus on reputational success in the community.   Job Responsibilities: JOB RESPONSIBILITIES Business Performance: Drive market growth of primary client relationships and achieve growth targets in financial performance (deposits loans, and non-interest income).  Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative. Sales Leadership and Coaching: Support in the coaching, development and mentorship of the team members. Actively support the execution of partner produced sales and marketing initiatives. Reinforce training, development and coaching to branch teams on our mission and how to effectively engage in our broader communities and customers to deliver...