2619 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...

Job Description: Title: Account   Associate   - Commercial Lines   Work Mode:   Remote with the appropriate licensing. Florida and Georgia Residents only   | Location/Supporting:   Jacksonville, FL   | Book Focus:   General Book, Condos, Contractors, Construction, 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...

Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Please note that we do not offer visa sponsorship for this position. Role Summary National Life Group® is a purpose-driven organization with a mission to Do good. Be good. Make good. We are committed to fostering...

Position Title Branch Banking Assistant Leader - Caldwell, NJ Location Caldwell, NJ 07006 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 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...

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....

Position Title Branch Banking – Assistant Leader   Location Peru, IN 46970   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. 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 and customers to deliver against our...

As a leading provider of insurance and reinsurance with worldwide operations and employees in Bermuda, U.S., U.K., Continental Europe and Asia, we recognize that our success is derived directly from those who matter the most: our people . At Sompo International, our values of integrity, collaboration, agility, execution and excellence underpin our culture and our commitment to providing an employee experience that attracts and engages the best talent in the industry. As we continue to grow, we strive to find diverse, innovative and driven professionals to join our teams and offer a broad range of career and development opportunities at all levels, in multiple business areas, in each of our locations throughout the world.  Our compensation and benefits programs are market driven and competitive, with excellent family friendly policies and flexible working provisions. Job Description Are you looking for your next opportunity? Sompo has a unique opportunity for an...

Company: Marsh McLennan Agency Description: JOB TITLE: Commercial Account Executive JOB TYPE: FLSA Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: Documentation Manage the Client Insurance Program, utilizing agency management system.  As a matter of routine, manages larger and more complex accounts than the Associate Account Executive.  Duties include those that are done directly (higher level) or accomplished through other resources (i.e. assigned Account Managers or external resources) and not limited to:           A point of contact with the Producer Initiate correspondence with the marketplace Act as a contact with vendors to ensure proper processing of requests necessary to effectively maintain the client’s insurance program Maintain positive client relationship and have the ability to analyze situations, make reasonable decisions and follow-through. Begin to demonstrate a consultative ability to instruct and guide the client Manage upcoming...

Position Title Branch Banking – Assistant Leader Location Amityville, NY 11701 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 - $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. 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...

Position Title Branch Banking Assistant Leader - Lake Worth, FL   Location Lake Worth, FL 33463-3008   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. 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 and...

WHAT WE'RE LOOKING FOR Berkshire Hathaway Homestate Companies has an immediate opportunity for an experienced workers compensation adjuster. We're looking for self-starters who can work under minimum direction, can achieve defined results, and are willing to accept ownership for their work product. This Claims Professional is responsible for the management of a caseload of workers compensation indemnity claims from inception to resolution, performing initial investigation and compensability determination, reserve analysis and strategic planning, timely benefit administration to injured workers, and coordination of medical care and legal process, while maintaining the highest level of service to our insureds.   ESSENTIAL RESPONSIBILITIES Conducts the investigation of reported claims via three-point contact calls to determine coverage, compensability and severity, and to gather all other relevant information, documenting all relevant information thoroughly and...

WHAT WE'RE LOOKING FOR Berkshire Hathaway Homestate Companies has an immediate opportunity for an experienced workers compensation adjuster. We're looking for self-starters who can work under minimum direction, can achieve defined results, and are willing to accept ownership for their work product. This Claims Professional is responsible for the management of a caseload of workers compensation indemnity claims from inception to resolution, performing initial investigation and compensability determination, reserve analysis and strategic planning, timely benefit administration to injured workers, and coordination of medical care and legal process, while maintaining the highest level of service to our insureds.   ESSENTIAL RESPONSIBILITIES Conducts the investigation of reported claims via three-point contact calls to determine coverage, compensability and severity, and to gather all other relevant information, documenting all relevant information thoroughly and...

AVP Underwriting - UO05AE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              Summary Reporting to the VP, Head of Group Reinsurance Plus, this is a strategic, high-visibility leadership role shaping the future of GRP Underwriting.  The Assistant Vice President, Head of Underwriting & Shared Services is a senior leadership role in Group Reinsurance Plus (GRP) accountable for setting the strategic direction, performance standards, and operational excellence of GRP’s Underwriting and Shared Services organization. This leader oversees teams responsible for underwriting the full GRP product portfolio including Life, Disability and Supplemental Health products and ensures disciplined risk management, profitable...

Company: Marsh McLennan Agency Description: JOB TITLE: Commercial Account Executive JOB TYPE: FLSA Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: Documentation Manage the Client Insurance Program, utilizing agency management system.  As a matter of routine, manages larger and more complex accounts than the Associate Account Executive.  Duties include those that are done directly (higher level) or accomplished through other resources (i.e. assigned Account Managers or external resources) and not limited to:           A point of contact with the Producer Initiate correspondence with the marketplace Act as a contact with vendors to ensure proper processing of requests necessary to effectively maintain the client’s insurance program Maintain positive client relationship and have the ability to analyze situations, make reasonable decisions and follow-through. Begin to demonstrate a consultative ability to instruct and guide the client Manage upcoming...

Position Title Branch Banking – Assistant Leader Location Cleveland, OH 44111-2031 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. Hourly Range: $23.73 - $30.26 - $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. 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...

Job Description: Title: Account   Associate   - Commercial Lines   Work Mode:   Remote (Eastern and Central Times Zones Only)   | Location/Supporting:  Longwood, FL | Book Focus:  General, Condo, Habitational, Property   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, recurring customer service...

Position Title Branch Banking – Assistant Leader   Location South Bend, IN 46619   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. 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 and customers to deliver against...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Legal 1031 Exchange Services LLC is a successful and growing company specializing in Qualified Intermediary services for IRC §1031 tax-deferred (like-kind) exchanges. We serve as an independent third party in real estate transactions, structuring exchanges to qualify for tax deferral and acting as the escrow agent for exchange proceeds. We are currently seeking an Administrative Assistant to assist...

Location:  Hybrid to Atlanta, GA or Boca Raton, FL (Flexible to by hybrid to any East Coast EPIC Insurance Brokers office).  About Vanbridge, an EPIC Insurance Brokers company.  Vanbridge bridges the gap between insurance and capital markets, enabling our clients to manage risk, enhance strategies, and strengthen long-term financial performance. We go beyond the perceived limits of insurance to maximize its potential. As part of EPIC Insurance Brokers & Consultants, with revenues approaching $2 billion, we're proud to be consistently recognized as a "best place to work" with exceptional team retention, competitive compensation, and unmatched camaraderie. Our interdisciplinary team of insurance, capital markets, legal, and tax professionals provides concierge-level consulting on estate, business, and financial planning strategies. We serve RIAs, CPA and law firms, family offices, private equity firms, corporations, and high-net-worth individuals who count on us...

WHAT WE'RE LOOKING FOR The Utilization Review Assistant ensures the timely and accurate collection of data and documents necessary for the utilization review process as well as independent medical review.  ONSITE REQUIREMENT (NON-NEGOTIABLE) This is a hybrid opportunity, requiring initial onsite training and, upon successful completion of same, a minimum requirement of three days per work week in our Omaha, NE office.   ESSENTIAL RESPONSIBILITIES Triage and manage intake coordination of requests for authorization and independent medical review requests. Examine requests for legibility and take appropriate action to ensure accuracy of data entry and documentation. Correctly identify medical documents and index to claim files as instructed. Efficiently organize, prepare, image and download medical reports and claim letters while maintaining data integrity. Accurately enter data timely to track independent medical requests and final determinations....