- Wells Fargo (Syracuse, NY)
- …you will:** + Participate in Wells Fargo Advisors training program for meeting personal , professional, and organizational client service and financial goals ... enhanced service + Provide financial information, investment profiles, and client financial needs to more experienced financial advisors + This LO position… more
- Dickinson Financial Corporation (Moberly, MO)
- …to achieve individual and group goals. **Responsibilities** + Provides "fast, easy, and personal " consistent with Company client service standards, including ... Personal Bankers are enthusiastic about delivering an excellent client experience; understanding and promoting bank products and services...Previous banking experience preferred. + 6 months in a client service experience role preferred. + 6… more
- Dickinson Financial Corporation (Kearney, MO)
- …applicant is hired. **Principal Accountabilities** **:** + Delivers Fast, Easy, and Personal client service consistent with company's standards with ... live chat in order to complete banking transactions provide client service , support and recommending other products...orientation in all client interactions. + Provide front- line cient support through multiple service requests… more
- HUB International (Santa Fe, NM)
- …This role manages a book of business for affluent personal lines clients, handling policy reviews, client meetings, and insurance recommendations. It ... involves working with producers and internal teams on client service , marketing, and renewals while ensuring...Responsibilities:** + Manages a book of insurance business, including personal lines accounts for affluent clients, while… more
- World Insurance Associates, LLC. (Wall, NJ)
- …Essential Duties and Responsibilities + Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks are completed ... products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is...or equivalent work experience, preferred + 3-7 years minimum Personal Lines Account Management experience required +… more
- World Insurance Associates, LLC. (Anderson, SC)
- …+ Bachelor's degree or equivalent work experience, preferred + Two years minimum Personal Lines account management or support experience required + Property & ... products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is...fastest-growing insurance broker in the US We specialize in personal and commercial insurance lines , surety and… more
- HUB International (Cortez, CO)
- …and self-motivation to build a business. Specifically, your mission will be to service and maintain existing Personal Lines accounts while uncovering ... in integrity and building success by developing relationships with others ** CLIENT RELATIONSHIP MANAGER** This role requires an individual who is professional… more
- HUB International (Flagstaff, AZ)
- …+ believe in integrity and building success by developing relationships with others ** Personal Lines Insurance Service Administrator** HUB's Customer ... to our customers through account management, claims management, day-to-day client oversight, and underwriting services that make us a...needs and provide them with innovative solutions. As a Personal Lines Insurance Service Administrator,… more
- World Insurance Associates, LLC. (Chicago, IL)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services ... plan services, and payroll & HR solutions. As a Personal Lines Private Client Advisor,...You will leverage World's expansive resources to offer white-glove service and comprehensive risk management strategies. Primary Responsibilities +… more
- Delta Air Lines, Inc. (Atlanta, GA)
- …for Delta Professional Services (DPS), a wholly owned subsidiary of Delta Air Lines . ESSENTIAL FUNCTIONS/TASKS + Lead DPS Client Program Managers + Mentors, ... Training & Standards provider of choice to Delta Air Lines , its affiliates and key industry partners. The General...its affiliates and key industry partners. The General Manager, Client Operations, will be responsible for leading and motivating… more