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Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families.
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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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Receive and process client requests via telephone, mail or walk-in to include completing paperwork, entering and updating account information on insureds’ risk file, requesting endorsements, completing RMV paperwork, and confirming vehicles registered.
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When needed, consults with and/or makes referrals to product specialists who can assist in meeting specific member needs such as wealth management, IRAs, real estate and commercial lending, etc.
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A rewarding career that helps local businesses in the communityStrong community support and involvement through HUB Gives SUMMARY:The Commercial Lines Assistant Account Manager is responsible for assisting Account Managers and Producers with the servicing of assigned accounts in accordance with the practices, policies, and procedures of the Company.
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Assistant Account Manager. Client services may also include updating Acord applications and exposure schedules, preparing MA RMV forms needed for vehicle registration transactions, issuing evidence of property and certificates of liability from master templates, and monitoring emails for account management team.
ExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
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We are seeking an Assistant Account Manager to join our Commercial Team. This strategic role will play an integral part in assisting Account Managers with account service needs/business opportunities.
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Generating Employee Benefits Account Manager R0020982 About HUB International HUB International is a top 5 global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
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The Employee Benefits Account Manager works collaboratively with the Producer, Account Executive and Account Administrator managing a book of business. Provide mentorship with Account Administrator/Assistant Plan Analyst were applicable.
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We currently have an opportunity for an Assistant Account Manager. Completing pre-work for Critical Path and participates in strategy meetings for high level view of client accounts and learning skills needed for successful account management.
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Working from Mt Pleasant, Milwaukee or Green Bay, Wisconsin locations for our newly acquired Johnson Insurance Group, Risk Strategies is seeking an Assistant Account Manager to join our Commercial Team. This strategic role will play an integral part in assisting Account Managers with account service needs/business opportunities.
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You’ll be working with a wealth management team in Mt. Laurel NJ. As client advisor assistant you'll play an important role in our delivery of bespoke client services. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
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Thorough and detailed knowledge of bank operations and of all bank products and services (including, but not limited to Deposits, Wealth Management, Treasury Services, International, etc.
$35.97 an hourExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Whether it be a virtual assistant via our website, obtaining cash at ATMs without a card present, or going through the mortgage process via our digital app, we want to offer the digital experiences that customers want.
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