- Thrivent Financial (Lincoln, NE)
- …utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Administrative reports ... various programs, and processing functions as needed + Drive client /member facing activity in the practice by scheduling meetings...the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the… more
- Citigroup (Tampa, FL)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and… more
- Citigroup (Irving, TX)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and… more
- Access Dubuque (Dubuque, IA)
- …This position will oversee our pharmacy consulting direction across the brokerage while also assisting wholesale channels, working closely with analysts, ... and execution of our pharmacy consulting initiatives, ensuring alignment with client goals and industry best practices. + **Enhance Analytics & Technology:**… more
- HUB International (Santa Barbara, CA)
- …+ Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB's best practices and standard ... plans to determine suitability. + Coordinates the implementation of the client 's strategic plan. This includes: Performing key "value-added" services including, but… more
- WTW (Hartford, CT)
- …Tasks. You Must Also Be Able To Mentor New Hires And Provide Support To Assistant Client Services Specialists. Duties Include, But Are Not Limited To: + Ability ... Hires And Provide On-Going Feedback + Provide Support To Assistant Client Services Specialists In Their Day-To-Day...+ Experience Working With Surety, Including In An Insurance Brokerage Environment + Achieve And Maintain A 99+% Quality… more
- Access Dubuque (Dubuque, IA)
- …Cottingham & Butler is the 3rd largest privately and independently held insurance brokerage firm. Simply put, we are professional buyers of insurance. As we continue ... a comprehensive understanding of the responsibilities and tasks involved in a full-time client service role in your specified division. + ** Client Interaction**… more
- HUB International (Meridian, MS)
- …+ Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB's best practices and standard ... cross-selling opportunities when appropriate. + Manages, organizes, and conducts client meetings when necessary. + Appropriately documents conversations with clients… more
- HUB International (Denver, CO)
- …SBU Account Manager will provide professional, courteous account management and brokerage services to assigned clients. They have the primary responsibility for ... partners, and HUB colleagues you will positively impact customer satisfaction and client retention. In addition, your account management expertise will support the… more
- Access Dubuque (Dubuque, IA)
- …tool for developing and maintaining customer relationships 3. Increase the active client list and build new relationships with prospective clients 4. Practice ... resource to others to achieve overall sales goals 7. Maintain accurate client records (business and contacts, agency, addresses, telephone and email, business… more