Personal Lines Client Services Specialist
Unison Risk Advisors
Unison Risk Advisors in Cleveland is seeking an individual capable of providing high-level operational support to an account management team. Responsibilities include managing client change requests, coordinating policy renewals, and ensuring data accuracy in the agency management system. The ideal candidate will have an associate degree in Business Administration and 1-3 years of relevant experience. Strong organizational skills and a collaborative approach are essential. #J-18808-Ljbffr Unison Risk Advisors
- ...Ohio is seeking a dedicated professional for operational and account support tasks. The role requires independent judgment to assist Client Managers and Sales Executives effectively while managing high volumes of client transactions. The ideal candidate has an associate...Suggested
- ...needs, collaborates with sales and service staff by account, interfaces with clients and carriers, analyzes and... ..., and variance analysis. Surplus Lines Oversees and independently manages... ...preferred Who You Are The specific personal traits required to accomplish the...SuggestedContract work
- ...responsible for providing high-level account assistance to a management team. The role requires exercising independent judgment, managing client transactions, and ensuring compliance with company standards. The ideal candidate possesses an Associate degree in Business...Suggested
$57.88k - $106.73k
...Job Title Under limited supervision, provide sales, service and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios. Support is provided across all Commercial Community Bank segments,...SuggestedWork at office$57.88k - $106.73k
...America) Job Description Under limited supervision, provide sales, service and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios. Support is provided across all Commercial Community...SuggestedFull timePart timeWork at officeShift workDay shift$56k - $66k
...Client Relations Specialist The Client Relations Specialist serves as the liaison with the company's customers, developing relationships, providing... ...higher level of customer support on a specific product or service. Duties and Responsibilities: Ensure both the...Full timeContract workFor contractorsWork at office$22 per hour
...proprietary system and Wealth Portal access for clients. Set-up Payweb and Stellar access for... ...technology partners to resolve. Log Service Now tickets on system issues. Process... ...update SharePoint site. General first line of support for Wealth internal users....Hourly payContract workWork at officeRemote workWeekend work- ...Group. Assists management team with account-related service, new business matters, account set-up and overall client service requests for MAI Wealth Management... ...Professional demeanor, superb work ethic, high level of personal ethics and integrity Featured Benefits:...Work at office
- RH is seeking a Client Services Associate in Cleveland, Ohio. This role is essential for delivering luxury service and effectively addressing client needs. If you have a passion for high-end design and exceptional customer service, we want you! As a Client Services Associate...
- ...individuals for a work-from-home role in financial services. Candidates will assist families in... ...their financial futures and ensure that every client interaction is based on integrity and trust. This opportunity allows for personal growth and flexibility while contributing...Remote jobWork from home
- Western & Southern Financial Group is seeking a client service professional in Independence, Ohio. The role involves providing timely, courteous service to clients, handling service requests, and supporting agency goals through effective communication and problem-solving...Work at office
$1,000 per month
...household who is experiencing personal or professional problems — at... ...has been ranked the #1 Personal Lines Leader by the Insurance... ...quickly; builds and leverages client relationships. Ability to educate... ...Spanish preferred Sales or customer service experience High School Diploma...Full timeRelocation package- ...time veterinary front desk receptionist to provide outstanding client service and support clinic operations. The ideal candidate will be... ...Key Duties : • Answer and manage multiple incoming phone lines promptly; route calls appropriately and record accurate messages...Part timeWork at officeShift workAfternoon shift
$1,000 per month
...Insurance Sales Agent - Customer Service Job Category: Sales Full... ...household who is experiencing personal or professional problems at no... ...been ranked the #1 Personal Lines Leader by the Insurance... ...quickly; builds and leverages client relationships. Ability to educate...Full timeRelocation package$70k - $100k
...Golden Reserve is looking for an experienced Client Services Specialist (CSS). Our CSS is a mix of a Paraplanner and Client Services Coordinator... ...version of a financial plan), (2) delivering world-class first line ongoing client support and service, and (3) facilitating...Work at officeAfternoon shift- A customer service organization is seeking a Client Support Specialist to join their team in Independence, Ohio. The ideal candidate will resolve complex billing issues, ensuring customer satisfaction, and will need strong analytical skills and experience in a fast-paced...
- A leading financial advisory firm in Cleveland seeks a Client Service Administrator to support an account management team. The role entails direct administrative support, handling client inquiries, and assisting with retention strategies. Candidates should possess strong...
$60k - $77k
Briggs and Morgan, P.A. (now Taft Law) is looking for a Client Financial Services Specialist at their Cleveland Office. This position focuses on client financial services, requiring collaboration to provide exceptional service. Candidates should have at least two years...Work at office- ...Job Title Handles incoming service calls from Treasury Management clients, or potential Treasury Management clients, having questions regarding their... ...Analysis pricing as instructed by TMO and/or TM Service Specialist (TMSS) Conducts client training for Treasury...Remote work
$60k - $77k
...we work as one team, driven and committed to helping our clients succeed. A full-service law firm with more than 1,250 attorneys and over 2,000... ...make us a preeminent law firm. Client Financial Services Specialist - Cleveland Office Taft is seeking an innovative,...Work experience placementWork at officeFlexible hours- Flexjet LLC in Cleveland, Ohio, is seeking a Client Services Associate to handle external customer inquiries and internal contract information. The ideal candidate will have 2-3 years of customer service experience in a high-end service area and a Bachelor’s degree. Responsibilities...Contract workWork at office
- Flexjet is looking for a Client Services Associate in Cleveland, Ohio, to manage client inquiries and billing processes while ensuring contract compliance. The role requires a Bachelor's degree and 2-3 years of customer service experience in a high-end service industry....Contract workWork at office
- ...seeking a Customer Solutions Representative to join our growing client-facing support team. What You’ll Do As a Customer Solutions... ...collaborating with fellow team members to deliver exceptional service to clients using our innovative logistics platform. You’ll work...Work at office
- ...administrative support while aligning with company policies and governance. The role demands excellent communication, strategic thinking, and cross‑functional collaboration in a hybrid model with in‑person and remote work components. #J-18808-Ljbffr Ernst & Young OmanRemote work
$20 per hour
...Client Relations Specialist National Asset Recovery Specialists, Inc. is a leading name in collateral... ...to delivering reliable, efficient services while upholding the highest standards... ...incoming calls from individuals regarding personal property retrieval. Scheduling and...Hourly payFull timeWork at officeRemote work- ...Heights Ohio Job Summary The Private Client Advisor's focus will be on our Mass... ...will be the primary provider of investment services to KeyBank Mass Affluent clients by providing... ...of the Branch team. Engage in person licensed and non-licensed Branch personnel...Bank staffWork at officeFlexible hoursNight shift
- ...Private Client Advisor Location: 127 Public Square, Cleveland Ohio Job Summary The... ...will be the primary provider of investment services to KeyBank Mass Affluent clients by... ...participant of the Branch team. Engage in person licensed and non-licensed Branch personnel...Bank staffWork at officeImmediate startFlexible hoursNight shift
- ...Veterinary Clinic in Maple Heights, OH is seeking a full-time Veterinary Receptionist. This role is vital for providing excellent client service and supporting veterinarians and staff. Candidates should have experience in veterinary care and be team-oriented. The position...Full timeFlexible hours
$22.16 - $29.29 per hour
...About the Role: As a Client Assistant at Baird, you'll play... ...delivering outstanding client service and operational support to one... ...Client Assistants and Client Specialists! The Impact You'll Make:... ...include funds available/money line, maturing securities, reorg items...Hourly payWork experience placementWork at office$22 - $23 per hour
...Job Description Client Support Specialist (Full‑time) Reports To: Customer Care Manager Summary: The Client Support Specialist is an integral part... ...complex customer issues, including billing inquiries, service opportunities, and operational gaps. The role involves understanding...Hourly payFull time
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