1486 client service coordinator jobs found

Position Summary   HUB International Investment Services is a nationally recognized Retirement Plan Consulting firm   seeking   a detail-oriented, proactive Client Service Coordinator to support our growing retirement plan advisory team. This entry-level role is ideal for a motivated professional who thrives in a fast-paced, client-facing environment and is eager to build a career in financial services. You will play a key role in ensuring seamless committee meeting coordination, client communications, and the   timely   production of reports and presentations.     Key Responsibilities   Committee Meeting Coordination   Schedule and coordinate quarterly retirement plan committee meetings, aligning advisor, client, and vendor calendars   Prepare and distribute meeting agendas, invitations, and pre-meeting materials to all stakeholders   Track action items and follow-up tasks from committee meetings...

Who is Federated Insurance? At Federated Insurance, we do life-changing work, focused on our clients’ success. For our employees, we provide tremendous opportunities for growth. Over 95% of them believe our company has an outstanding future. We make lives better, and we’re looking for employees who want to make a difference in others’ lives, all while enhancing their own.   Federated’s culture is grounded in our Four Cornerstones: Equity, Integrity, Teamwork, and Respect.  We strive to create a work environment that embodies our core principles and values.  We value and respect individual differences, and we leverage those differences to achieve better results and outcomes for our clients, employees, and communities.  Our top priority in recruitment and development of our next generation is to ensure we align ourselves with truly exceptional people who share these values. What Will You Do? We are looking to add new teammates...

Who is Federated Insurance? At Federated Insurance, we do life-changing work, focused on our clients’ success. For our employees, we provide tremendous opportunities for growth. Over 95% of them believe our company has an outstanding future. We make lives better, and we’re looking for employees who want to make a difference in others’ lives, all while enhancing their own.   Federated’s culture is grounded in our Four Cornerstones: Equity, Integrity, Teamwork, and Respect.  We strive to create a work environment that embodies our core principles and values.  We value and respect individual differences, and we leverage those differences to achieve better results and outcomes for our clients, employees, and communities.  Our top priority in recruitment and development of our next generation is to ensure we align ourselves with truly exceptional people who share these values. What Will You Do? We are looking to add new teammates...

About HUB International   HUB International is a leading full-service global insurance broker and financial services firm. With a network of dedicated professionals across North America and beyond, HUB delivers a broad array of property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. Our Wealth Management division is committed to delivering exceptional, personalized financial guidance to our clients – and   we’re   looking for a driven professional to join our team.     Position Overview   The Wealth Management Client Service Administrator plays a vital role in supporting our financial advisors and ensuring our clients receive   a seamless , high-quality service experience. This individual will   be responsible for   managing administrative operations within the wealth management practice, acting as a key liaison between clients, advisors, and financial institutions....

About HUB International   HUB International is a leading full-service global insurance broker and financial services firm. With a network of dedicated professionals across North America and beyond, HUB delivers a broad array of property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. Our Wealth Management division is committed to delivering exceptional, personalized financial guidance to our clients – and   we’re   looking for a driven professional to join our team.     Position Overview   The Wealth Management Client Service Administrator plays a vital role in supporting our financial advisors and ensuring our clients receive   a seamless , high-quality service experience. This individual will   be responsible for   managing administrative operations within the wealth management practice, acting as a key liaison between clients, advisors, and financial institutions....

Description Summary: The Treasury Management Service Specialist II delivers high-touch onboarding, implementation, maintenance, and advanced service support for Business Banking and Commercial clients with complex treasury needs. This role includes responsibility for managing multi‑entity implementations, resolving escalations, mentoring junior specialists, and partnering closely with Relationship Managers and Treasury Sales. The TM Service Specialist II builds depth across the core treasury product suite. Duties and Responsibilities: Client Onboarding & Implementation Leadership Manage end‑to‑end onboarding, implementation, and product maintenance for Business Banking and Commercial clients, including planning, quality review, testing, and go‑live readiness. Serve as onboarding coordinator and project manager for implementations supporting multi‑entity structures, centralized treasury models, and...

Description Summary: The Regional Banking Sales and Service Coordinator is responsible for the onboarding of new Regional Banking customers and managing the on-going relationship to ensure quality control and a “Simply the Best” customer experience for a group of Bankers with portfolios of customers with $2 million to $50 million in annual sales. Responsibilities are approached with significant emphasis on cross-sell to identify opportunities and coordinate these efforts for the team. Continually reviews portfolio to uncover other business opportunities. Responsible for client service and client management utilizing a relationship plan/model. Duties and Responsibilities: Assist bankers in managing their portfolio of customers with $2 million to $50 million in annual sales. Coordinate the due diligence and document-gathering necessary to get new and renewal loans documented and closed. Ensure renewals are...

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 Customer Relationship Specialist - Key Accounts  to join our growing team in Ft. Lauderdale, FL! The Customer Relations Specialist will serve as a key relationship manager for an assigned portfolio of clients, delivering proactive, consultative service and driving account strategy. This role is accountable for maintaining and expanding client partnerships by leveraging expertise in insurance markets, products, and competitive dynamics. This individual will work closely with Strategic Client Advisor, Account Executives, Producers, Marketing, Benefit Coordinator(s), Communications, Data Entry Specialist, and Claims Advocate to ensure a seamless and elevated client experience. How You Will Contribute: Partner with Strategic Client Advisor, Account Executive, and/or Producers to assist in the...

Position Summary: The Account Coordinator provides administrative support to internal account managers and maintains a professional relationship with our external clients. Supervisory Responsibilities: None Essential Tasks: • Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites, House Bill requests • Assists in marketing of accounts as directed by account managers • Assists with the preparation of reports, proposals and other presentation materials • Audits billing statements for accuracy on behalf of clients • Generates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, etc • Assists in processing necessary paperwork for submission to carrier –implementation • Attend local enrollment/client meetings as needed • Delivers outstanding customer service • Maintains agency files accurately and consistently • Attends and completes any training sessions or...

Overview At Banner Life Insurance Company, we lead with heart and ambition. Every day, we transform purpose into progress, guided by our unwavering commitment to be better for our customers, clients, and communities, not just today but long-term as well. Our people are the driving force behind everything we achieve. Their passion, purpose, and pursuit of innovation empower us to deliver cutting-edge solutions that support those we serve, ensuring we are here for you, here for good and striving for better.   We’re a forward-thinking company energized by our work and how we show up for one another. Our culture is built on meaningful impact and genuine enjoyment, because we believe great work and great experiences should go hand in hand. By offering career development opportunities, comprehensive benefits, and programs that support your wellbeing, we help you thrive personally and professionally. We are here for you, here for good and here for better....

Position Summary The Property and Casualty Underwriting Coordinator is responsible for maintaining comprehensive documentation related to insurance applications and underwriting submissions. The role coordinates the renewal process and underwrites individual insurance applications for property and casualty coverage. They conduct audits, ensure compliance with policies and regulations, and deliver excellent customer service. What will your job entail? Job Responsibilities: Maintains accurate and up-to-date data, electronic and physical files for underwriting records, policies, and endorsements. Documents underwriting decisions via automated desktop systems and tools. Supports the collection, validation, and organization of data related to insurance applications and underwriting submissions. Coordinates the renewal process by gathering necessary information, preparing renewal documents, and assisting in client communications. Coordinates with others to manage production...

Position Summary: The Account Coordinator provides administrative support to internal account managers and maintains a professional relationship with our external clients. Supervisory Responsibilities: None Essential Tasks: • Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites, House Bill requests • Assists in marketing of accounts as directed by account managers • Assists with the preparation of reports, proposals and other presentation materials • Audits billing statements for accuracy on behalf of clients • Generates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, etc • Assists in processing necessary paperwork for submission to carrier –implementation • Attend local enrollment/client meetings as needed • Delivers outstanding customer service • Maintains agency files accurately and consistently • Attends and completes any training sessions or...

Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Benefits Coordinator to join our team. This position will report to our agency located in Hunt Valley, MD. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a remote position. Responsibilities: Work directly with the account manager to support the service, retention, and growth of assigned employee benefits clients. Serve as a backup point of contact when the account manager is out of office or unavailable. Communicate professionally with clients, employees, carriers, vendors, and internal team members. Triage group-level and employee-level service issues. Track open service items and ensure timely follow-up...

Position Summary: The Account Coordinator provides administrative support to internal account managers and maintains a professional relationship with our external clients. Supervisory Responsibilities: None Essential Tasks: • Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites, House Bill requests • Assists in marketing of accounts as directed by account managers • Assists with the preparation of reports, proposals and other presentation materials • Audits billing statements for accuracy on behalf of clients • Generates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, etc • Assists in processing necessary paperwork for submission to carrier –implementation • Attend local enrollment/client meetings as needed • Delivers outstanding customer service • Maintains agency files accurately and consistently • Attends and completes any training sessions or...

If you’re passionate about being part of a dynamic organization that enables a Fortune 100 company with nearly $70 billion in annual sales to drive innovation and adopt new technologies that deliver business results, then Nationwide’s Technology team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Position Summary: The Mission Critical Project Coordinator is responsible for overseeing the daily operations, maintenance, and reliability of critical infrastructure systems in the facility. This role leads a team of technicians and contractors in maintaining uninterrupted operation of electrical, mechanical, HVAC, network cabling and backup power systems that support 24/7 mission-critical operations. This position ensures all maintenance activities are performed safely, efficiently, and in compliance with...

The Telehealth Coordinator Lead is responsible for addressing client, patient and/or provider inquiries via email, fax, telephonic, or written correspondence ensuring adherence to contractual and state guidelines as well as client instructions. The Telehealth Coordinator Lead assists in daily guidance of their assigned team. This is a remote role but requires residency in Arizona or Virginia. The work schedule for this role is Monday - Friday, with the following shifts available: 1:00 PM - 9:30 PM ET and 4:00 PM - 12:30 AM ET ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Review medical notes, treatment referrals, work status notes, etc. to ensure all necessary referral orders were received Responsible for data entry and verification of details in the system for appropriate and timely order submission Provide quality telephonic and email customer service including inbound and outbound messages Identify, analyze, and solve problems outside of standard...

About Us At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is a global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. Position Overview The Marketing Operations...

About HUB: HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs.  We are a company dedicated to superior customer service with employees committed to adding value to every client activity. Primary Role: The purpose of the Benefits Account Coordinator is to ensure accuracy of HUB online enrollment platform. This position works as an integral part of the Experience Team and is responsible for data entry, corrections and technology support. They will also function as a primary support to the Account Executive. This position will be required to obtain...

Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex. Grow your career with a rapidly growing company that invests in its people and their ability to drive real progress. The Role The Human Resources Coordinator supports the HR team and approximately 2,000 domestic employees across US, Canada, and Puerto Rico, delivering seamless administrative and operational support across onboarding, employee data management, HR programs, and employee engagement. This role partners with IT, Facilities, and business leaders to facilitate new employee integration, and assist in key initiatives such as training, wellness events, and compliance....

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 Case Coordinator Are you looking for an impactful job requiring no prior experience that offers an opportunity to develop a professional career? A stable and consistent work environment in an office and/or virtual setting A training program to learn how to help employees and customers from some of the world’s most reputable brands An assigned mentor and manager who will guide you on your career journey Career development and promotional growth opportunities through...