- Lincoln Financial (Tallahassee, FL)
- …You will implement standardized relationship management and sales strategies to ensure client satisfaction, drive revenue growth, improve retention , and increase ... excited to bring on a **Relationship Manager** to our Client Engagement team to work remotely in the West/Midwest...plans and identifying opportunities to expand product adoption and retention within assigned clients + Build relationships with key… more
- Wolters Kluwer (Tallahassee, FL)
- …advance opportunities that result in ongoing profitable revenue growth for company; prepares for client calls and supports the efforts of the team during client ... other resources of the company to nurture relationships with client influencers and decision makers + Account Planning...of rapid change and effectively execute on sales and retention goals + Key Decision Influencer/Key Decision Maker partnering… more
- HUB International (Jacksonville, FL)
- …underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations. Provides a high level of support to ... Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB's...Troubleshoots claims and billing issues. . Responsible for overall retention of accounts in assigned book of business. .… more
- Truist (Orlando, FL)
- …the following job description:** * This is a in-office position* Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio ... advisor(s) to meet the needs and objectives of the client and will serve as the primary point of...pipelined reports and referrals) 3. Support the sales and retention efforts by scheduling appointments, making follow up telephone… more
- Truist (Orlando, FL)
- …(United States of America) **Please review the following job description:** Provides in-office client and advisor support to a team of Wealth Advisors managing a ... advisor(s) to meet the needs and objectives of the client and will serve as the primary point of...pipelined reports and referrals) + Support the sales and retention efforts by scheduling appointments, making follow up telephone… more
- TD Bank (Aventura, FL)
- …needs, reviewing financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central point of contact, ... responsible for providing client service & developing the relationship to achieve greater...delivering legendary service during every customer interaction to maximize retention and growth + Ensures all NEW clients receive… more
- Truist (Tampa, FL)
- …administration to a challenging and sensitive portfolio of affluent clients. Provide client support to Trust Advisors. Help coordinate with other members of the ... activities by facilitating the day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers, or other… more
- MyFlorida (Fort Pierce, FL)
- …etc.) Reviewing client utilization of services. Linkage, Referral, Patient Navigation, Retention in Care Timely coordination and linkage of the client to ... family planning needs). Comprehensive needs assessment describes in detail the client 's medical, physical, and psychosocial condition and needs. It identifies… more
- PSI Services (Tallahassee, FL)
- …**About the Role** The Operations Manager in PSI's Licensure team monitors daily client and customer operations to ensure they receive superior service. This role ... necessary, outside of normal business hours. Up to 40% travel may associated with this role, as this individual...associated with this role, as this individual travels to client sites, educator training, conferences, and more across the… more
- Public Consulting Group (Tallahassee, FL)
- …aspects of service delivery with an eye towards, performance, efficiency, innovation and client satisfaction. + Fosters staff retention and growth and help ... standard operating procedures, onboarding/training plans. Working Conditions: + Remote, with travel to client and PCG office sites. + Individual must live within… more
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