- GeistM (New York, NY)
- …scaling profitable customer acquisition through content-driven performance strategies. We partner with category-leading brands to design, execute, and evolve growth ... and Analysts while maintaining deep technical involvement in our most complex client accounts. As a smaller, fast-growing organization, this role requires a hands-on… more
- HUB International (Eunice, LA)
- …on a regular basis. + Acts as a mentor for the Associate Benefit Consultant, Account Manager , BA/CSS and ISR. Assists in growth and development through constant ... Medical/dental/vision insurance and voluntary insurance options + Health Savings Account funding + 401k matching program + Company paid...to manage the menu of benefit options that the client offers to its employees. BCs partner … more
- Banfield Pet Hospital (Colorado Springs, CO)
- …their leadership of the hospital and their partnership with the practice managers. Partner with practice manager to develop, execute, and revise plans which ... medicine, a focus on preventive care, providing a great client experience, and partnership with the hospital team. +...veterinary assistants and veterinary technicians within assigned hospital pod. Partner with the practice manager to ensure… more
- PNC (Phoenix, AZ)
- …solutions tailored to their individual situation and needs. Additionally, they will partner with assigned PNC Bank branches across the organization's footprint that ... and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing… more
- AON (Farmington, CT)
- …with Premium Administration Manager before sending a late letter to an account . Build effective working relationships with accounts. Follow up on new accounts to ... Document all calls, and action taken in policy and/or client notes. Respond to voice mail and e-mail messages...Manager before sending a late letter to an account . Build effective working relationships with accounts. Follow up… more
- BMO Financial Group (Newport Beach, CA)
- …consultative selling, and collaboration across internal teams to ensure an exceptional client experience. **Key Responsibilities:** + Manage and grow a portfolio of ... for sales production, new relationships, cross-selling and portfolio growth. + Partner with Relationship Managers to deepen existing customer relationship and… more
- City National Bank (New York, NY)
- …* Ensure that relationship plans have been developed and are implemented. * Work with the Client Manager and rest of client team to ensure preparation of all ... *PRIVATE BANKER* WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a… more
- HUB International (Wilmington, MA)
- …and delivery of creative health promotion activities, their knowledge of and client support in all available HUB Wellbeing and regional/national carrier resources, ... clients develop and implement best practice health and performance strategies. **Responsibilities** : CLIENT SUPPORT + Works as an integral member of the client … more
- Commerce Bank (Kansas City, MO)
- …selling the 'whole bank'. You'll work closely with the Executive Leadership team to partner on seamless sales process, account management, account retention ... in-person client interactions + Drive growth through our Strategic Partner channels and embedded banking strategies. Managing and expanding our existing… more
- Bank of America (Wilmington, DE)
- …Confer with co-trustee (if any) to obtain his/herapproval. Communicate thedecision to client . + Minimize account risk by analyzing trust documents and ... Delaware IM&T book, as well as, working with the client teams to facilitate Delaware Trust Book growth. The...internally and externally (eg COI) with proven ability to partner effectively. Key Responsibilities: + Work with clients, their… more