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Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
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This position supports the Account Executive with responsibilities related to client management and retention. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
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Coordinating with the Branch Administrator to ensure branch databases are consistently updated with current client information. Minimum of 5 years of prior customer service, management, and leadership experience within an organization, the landscaping industry or local marketplace.
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Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions.
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The Marketing Coordinator serves as a liaison between the client, client services team, and the production team, and oversees project management to ensure on-time, on-budget marketing outcomes.
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The package encompasses team member and dependency health and dental coverage, multiples of annual salary life insurance options, short-term and long-term disability plans, Health Savings Account, pharmacy access, Medication Therapy Management Services, and an Employee Assistance Program.
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The primary responsibility of this position is to continually grow the agency's client base within your assigned territory by simultaneously selling our high-quality healthcare services to prospective referral partners and providing exceptional account management services to existing partners.
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5-7+ years Account Management, Client Services, Inside Sales, Logistics, or relevant experience. The Client Experience Coordinator (CXC) has account ownership and responsibility to promote, develop and maintain customer relationships with our customers through the customer experience and their transactional journey.
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We are seeking a motivated and experienced *Personal Lines Client Services Representative. -Experience in Personal Lines Account CSR within the insurance industry. - Detail-oriented with exceptional organizational and time-management abilities.
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American Income Life (part of Globe Life, a NASDAQ traded company) is looking for Benefit Representatives to help manage growing client needs and help provide both new and existing clients with the best products and services available.
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These include product management of Push to Card (OCT) and Pull from Card (AFT) services with a particular emphasis on supporting growth of Cross Border payment flows, new use cases and bolstering Visa Direct s competitiveness with ACH and RTP schemes for domestic payments.
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Functional support areas include Cash Management products and services, Online (client website) and Mobile app, and general account or financial-related inquiries. Our client - a Fortune 100 investment firm in Salt Lake City, UT - is looking for Customer Service Representative with a strong interest in investment banking company to interview and start immediately.
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In your important role as Tax Senior Manager with RSM, you will be responsible for the following job duties which are focused around three core concepts (Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development.
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3-5 years experience in account management, client success, or other client-facing roles. The Impact: The Client Engagement Team is responsible for proactively fostering meaningful relationships with clients to identify opportunities for leveraging the company's products, ensuring they achieve their objectives and derive maximum value from the services provided.
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The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios.
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