- HUB International (Santa Barbara, CA)
- …and solicitation of all forms of insurance business + Maximizing growth and client retention through superior customer service + Developing accounts and ... of our superior customer service and will be charged with ensuring client satisfaction. Other responsibilities of the Producer role include: + Conducting sales,… more
- Unbridled (San Diego, CA)
- …and are a business of radical generosity. It's part of why we have a 99% client retention and less than 15% annual employee turnover. You will thrive at ... + Ability to work with fast-paced timelines and quick client changes + Proficiency in MS Office, Word, PPT,...notes and creating actionable items from meetings + Lead client meetings to include agenda management and call notes… more
- NBC Universal (Universal City, CA)
- …paid social and programmatic platforms. + Proven track record of driving client satisfaction and retention through strategic account management. + Exceptional ... + Lead and mentor a team of Strategic Account Managers responsible for client discovery, media planning, campaign execution, and reporting across paid social and… more
- BMO Financial Group (Los Angeles, CA)
- …for new client onboarding and service. + Refines, develops, and supports a client growth & retention reporting strategy that details the standards for ... will lead and develop all key strategic initiatives required to meet overall client experience and financial objectives. This mandate is to drive and influence the… more
- Fiserv (Sacramento, CA)
- …+ Support growth in product adoption & usage in collaboration with Marketing team + Client satisfaction and retention + Organic revenue growth + Client ... contributing to a high-performing team and showcasing reference ability, retention through renewals, and growth in product adoption and...Sales of add-on products and services + Consult with client on trends in digital payments + Understand and… more
- H&R Block (Los Angeles, CA)
- …+ Prepare complete and accurate tax returns + Generate business growth, increase client retention , and offer additional products and services + Provide clients ... transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we… more
- Charles Schwab (San Francisco, CA)
- …Qualifications** + CFP or CFA + Superior relationship management and client retention experience + Polished interpersonal, communication and presentation ... a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array… more
- H&R Block (Chico, CA)
- …+ Prepare complete and accurate tax returns + Generate business growth, increase client retention , and offer additional products and services + Provide clients ... make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining H&R Block as… more
- Elevance Health (Walnut Creek, CA)
- …expectations. + Develops implementation processes and manages reporting processes to ensure client retention and high levels of account satisfaction. + Provides ... mid-year, and annual utilization and benefit reporting to the broker and client . + Coordinates open enrollment meetings, renewal process and training sessions. +… more
- Compass Group, North America (Vista, CA)
- …service expansions. + Collaborate with sales teams to support business development and client retention . + Identify training needs and support development of ... territories. + Ensure financial performance aligns with company goals and client expectations, including budgeting, forecasting, and cost control. + Monitor and… more