2012 client service associate jobs found

Job Title:  Client Service Associate Comp:  $26.00-$28.00 per hour Location :  900 S Capital of TX Hwy, Austin, TX Workplace Type: Hybrid Employment Type:  Full Time About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.   About HUB Retirement & Private Wealth (RPW):  We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all. Job purpose: The Client Service Associate provides essential support to the Financial Advisor by ensuring seamless day-to-day operations, superior client service, and efficient administrative workflow. This role is responsible for managing client...

Objective: The Client Service Associate plays a vital role in supporting the Wealth Manager by delivering excellent financial planning and investment management services to clients. This individual helps prepare detailed financial plans, conduct portfolio reviews, and develop client meeting materials—ensuring a consistent, high-quality experience for every client household served.   Responsibilities Include: Client Meeting Preparation & Follow-Up Prepare and update client financial plans, portfolio reports, and presentation materials using firm software tools.   Review client files, recent activities, and relevant updates before meetings.   Attend specific client meetings and help with meeting notes, follow-ups, and documentation.   Draft post-meeting action plans and ensure follow-up items are completed promptly in coordination with the Client Service Manager. Financial Planning & Analysis Enter and update precise client information...

IGNITE YOUR PASSION * IMPACT WHAT MATTERS   WHO WE ARE. Breaking Boundaries for 25 years - and counting. The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 600 HUB offices across North America, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. WE LOVE OUR PEOPLE & OUR PEOPLE LOVE US. We have the competitive, exciting, and friendly work environment you are seeking.  We strategically position our employees for longevity and success by investing in their future and providing continuous opportunities for growth and development. Join us in taking the...

Company: Description: Client Service Associate , Business Insurance     Our not-so-secret sauce.   Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Service Associate within our Business Insurance team here at MMA .    Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).   A day in...

IGNITE YOUR PASSION * IMPACT WHAT MATTERS   WHO WE ARE. Breaking Boundaries for 25 years - and counting. The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 600 HUB offices across North Americ, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. WE LOVE OUR PEOPLE & OUR PEOPLE LOVE US. We have the competitive, exciting, and friendly work environment you are seeking.  We strategically position our employees for longevity and success by investing in their future and providing continuous opportunities for growth and development. Join us in taking the...

Company: Description: Client Service Associate , Business Insurance     Our not-so-secret sauce.   Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Service Associate within our Business Insurance team here at MMA .    Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).   A day in...

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 Commercial Lines Customer Service Associate to join our growing team in Markham, Ontario!   The Commercial Lines Customer Service Associate is responsible for retaining and servicing an assigned book of business through effective account management and strong client relationships. This role supports the daily servicing of commercial accounts, including processing policies, endorsements, and renewals, issuing certificates of insurance, and responding to client inquiries. The Associate collaborates with team members, vendors, and carriers to deliver exceptional service, identify coverage gaps, and support new business and account growth opportunities. How You Will Contribute:   Responsible for the day-to-day account management of an assigned book of business, including but not limited to processing...

As a Health and Benefits Senior Associate, you will be a key member of the client service team, engaging directly with clients and establishing relationships across all levels of the client organization. You will substantially contribute to the management of projects, leveraging your experience as a benefits expert to make recommendations on plan design and management for the full array of health and benefits programs. You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as a pivotal point of contact on projects and working alongside industry experts on cutting edge solutions. The Role: Play a lead role in the design and management of group medical, dental, wellbeing, life, disability and absence management benefits for  clients. Responsibilities include:  Materially contributing to and/or leading project management; monitoring progress against established objectives, budgets, timelines,...

Who We Are We are BC’s largest Insurance Broker and looking for individuals to grow with us! A career at HUB means your career opportunities are endless. From auto, personal or commercial lines, claims, employee benefits, administration, to becoming a full-time producer or account manager, we have a role for you. Our culture is renowned within the industry, and we value our people.  Helping our clients protect what matters most is crucial to who we are, and we are on the lookout for those who share the same passion.    What We’re Looking For Are you a seasoned insurance professional with a passion for leading a team? We're looking for an Associate Vice President for our Client Service Centre who thrives in a fast-paced environment, enjoys a challenge and is excited about supporting a growing team and hitting targets! Requirements Minimum Level 2 General Insurance License 5+ years of insurance experience Strong leadership background with experience leading a team...

As a Lead Health and Benefits Associate you will contribute to a wide variety of complex projects involving the design, financing and ongoing management of the full spectrum of health and benefit programs. You will serve as the lead project manager on select projects, interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. You will have the opportunity to significantly grow your health and benefits business acumen as well as your financial, project management and client relationship skills by working on cutting edge projects alongside leaders in the industry. The Role Materially contribute to core health and benefits projects involving the design and management of group medical, dental, life, disability and time off benefits for large, complex clients, including: Benefit plan analysis, design, cost savings and funding strategies Vendor procurement, negotiation and optimization Incorporation...

Position Title Private & Commercial Client Services Call Center Associate Location New York, NY 10018 Job Summary The Private & Commercial Concierge Associate (PCC) serves as the first point of contact for our Private Bank clients and prospective clientele, delivering a refined, high-touch service experience with professionalism and discretion. In this role, the PCC will be responsible for supporting requests from clients, third parties, as well as from Private Client Groups (PCG). Through these interactions, the PCC will create detailed documentation to ensure inquiries are resolved in an accurate and satisfactory manner with a focus on first-contact resolution. Including but not limited to conducting client focused telephone activities, replying to emails from colleagues and clients, troubleshooting Internet Banking profiles, and handling various other related duties. This position offers a path for high-performing individuals to expand on their current skill...

Position Title Private & Commercial Client Services Associate Location New York, NY 10018 Job Summary The Private & Commercial Client Services Associate is responsible for providing Clients with high quality, prompt, and professional financial services and transactions support in accordance with the rules, regulations and guidelines of the bank. Processes a variety of Client service transactions, needs and support. Participates in the development of client relationships, across all products and services the bank offers and services as appropriate. Participates in operations functions of the department. Provides routine support to Private Bank Client Groups as needed. Pay Range: $20.01 - $32.17 Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: All of the functions are required for both Commercial and Consumer products and processes Understanding regulatory requirements and processes for Consumer and commercial are required to be...

Company: Description: Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Private Client Services Account Associate at Marsh McLennan Agency (MMA). MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). Applicants must be within driving distance to our Columbus, GA office to be considered for this role and have the ability to commute to...

Position Title Private & Commercial Client Services Associate Location New York, NY 10018 Job Summary The Private & Commercial Client Services Associate is responsible for providing Clients with high quality, prompt, and professional financial services and transactions support in accordance with the rules, regulations and guidelines of the bank. Processes a variety of Client service transactions, needs and support. Participates in the development of client relationships, across all products and services the bank offers and services as appropriate. Participates in operations functions of the department. Provides routine support to Private Bank Client Groups as needed. Pay Range: $20.01 - $32.17 Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: All of the functions are required for both Commercial and Consumer products and processes Understanding regulatory requirements and processes for Consumer and commercial are required to be...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Client Services Associate to their Independent Registered Investment Team at Advus Financial Partners ( https://advuspartners.com ) in their Winter Park, FL office. Job Summary: As a Client Services Associate you will support the firm’s advisors and the firm’s clients. Essential Functions: Client Operations Assistance Assist in the establishment and maintenance of client investment accounts. Assist in the fulfillment of client requests for information about their accounts. Work with investment custodians to ensure the smooth operation of client accounts. Maintain accurate client data in the firm database(s). Assist in the development and maintenance of the client Investment Policy Statement. Assist in cashiering functions, including the processing of wires, checks, EFT/ACH transactions, deposits and security transfers....

Company Details Preferred Employers Insurance, A Berkley Company specializes in providing workers’ compensation insurance to California business owners. The company serves three major Client Segments: Small Business , Mid-Larger Businesses and Programs (Groups & Association Members). The company’s distribution partners (agents & brokers) number 400 locations throughout the state. Preferred serves 11,000 policyholders and provides medical claims handling and claims management for policyholders as needed to care for injured workers. The company is rated A+ Superior by industry-rating organization, AM Best & Company. Responsibilities The Associate Claims Examiner (ACE) utilizes general understanding of department’s operation and objectives.  They are responsible for entering claim indemnity payments, SROI filing, issue Benefit Notices, complete void/stop payment, and reissuing of checks with a 99%...

Responsibilities Build, maintain, and grow a book of business Manage agency relationships and serve as lead client contact Create and execute marketing plan to increase new and renewal business Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as well as new business Develop and submit underwriting referrals to company brokerage facilities and Burns & Wilcox management   Monitor key metrics to formulate corrective action impacting new business hit, renewal retention, premium growth, and loss ratio Lead, train, and develop Assistant and Associate Underwriters Qualifications Bachelor’s degree or equivalent combination of education and experience   Minimum 3 years of commercial lines underwriting or brokerage experience required, excess & surplus experience preferred Demonstrated proficiency in sales and marketing...

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 Intake Care Associate PRIMARY PURPOSE:   To enter patient referral data for medical treatment; to enter referrals in an expedited and accurate fashion entering and assigning to a patient care coordinator within 2 hours. ESSENTIAL FUNCTIONS and RESPONSIBILITIES Receives emails through multiple shared inboxes and distributes emails to correct departments. Takes inbound calls to schedule new referrals for ancillary services, routing as needed, and provides the client...