Insurance Admin Pro - CRM & Data Entry for Client Support
GIA Risk Management
GIA Risk Management, a locally owned insurance agency in Wheat Ridge, is seeking an administrator to join the team. The ideal candidate will have strong data entry skills, experience with CRMs, and excellent communication abilities. Responsibilities include CRM management, processing paperwork, and handling customer inquiries. Benefits include competitive hourly salary based on experience, paid time off, health and dental insurance, a Monday to Friday schedule, evenings off, and a retirement plan. #J-18808-Ljbffr GIA Risk Management
$19.39 - $23.8 per hour
...destination for our professional clients (PRO customer) in the hard surface... ...grow their business while supporting the execution of Floor &... .... Experience with Salesforce/CRM software is a plus. Bilingual... ...Dental, Vision, Life, and other Insurance Plans (subject to eligibility...CRMHourly payFor contractorsLocal area- The Juris Agency in Wheat Ridge is looking for an administrator to join their locally owned insurance team. The ideal candidate should possess strong data entry skills and be familiar with CRMs. Responsibilities include managing customer relationships, performing data...CRM
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management... ...is to provide client service management support to our clients and operational support to... ...liaison with Salesforce and associated CRM activities, including mail list...CRMWork at office$25 - $28.85 per hour
...oriented, proactive Client Service Coordinator to support our growing retirement... ...advisory team. This entry‑level role is ideal... ...plan‑level data from multiple sources... ...relationship data in CRM systems (experience... ...financial services, insurance, employee benefits,...CRMWork at officeLocal area3 days per week- ...leading payments company as a Technical Client Relations Account Manager (SAP) on our enterprise... .... Provide research and resolution support for problems and inquiries. Maintain comprehensive... ...exits, and configuration in SD, FI and CRM; processing and technical aspects of...CRM
$120k - $129k
...to rethinking possibilities for our clients. By delivering the combined power of... ...role As a Client Relationship Manager (CRM) for the Retirement, Insurance, and Subadvisory channel, you will... ...You will collaborate with a team to support day-to-day client needs and ensure a...CRMFull timeContract workPart timeWork at officeHome officeFlexible hours- ...Opportunities: Retirement Client Relationship Manager... ...stuff payroll, health insurance, 401(k)s, and HR so owners... ..., and New York, we support more than 500,000 small... ...product insights, using data and patterns to proactively... ...interaction logs and CRM data up to date to...CRMFull timeShift work
$20 - $23.5 per hour
...keeping it simple and supporting entrepreneurs one... ..., and high-volume data and task... ...to be forwarded to clients, preparing rejection... ...Salesforce or other CRM applications. Excellent... ...Data Entry experience Adobe... ...disability, and life insurance, as well as parental...CRMFull timeWork at officeLocal areaRemote workMonday to Friday- ...right tools, delivers real-time data, and drives smarter operations... ...to move the needle for our clients, partners, and the financial institutions... ...(our CS platform) alongside CRM tooling to maintain accurate... ...to Product, Marketing, and Support to influence the roadmap and...CRMImmediate startFlexible hours
$55k - $65k
...Restaurant Client Partner Are you passionate about dining out and supporting local restaurants? Do you thrive in a fast-paced, sales-driven environment and love building... ...Familiarity with Salesforce or similar CRM tools is a bonus A team player mentality with...CRMRemote jobFull timeLocal areaWork from homeFlexible hours$30.75 - $37.5 per hour
...Brighton Jones, we're a purpose-driven, client-focused team committed to helping... ...Provide administrative oversight and support the Lead Advisors on strategic needs.... ...and input client and prospective client data into the CRM (Salesforce); manage data accuracy and...CRMHourly payFull timeSummer workWork at officeLocal areaImmediate startFlexible hours- ...About the job Administrative Support Specialist Job brief One of our clients is seeking to hirea detail-oriented Administrative... ...assist a clients operations with CRM data hygiene, customer follow-up... ..., customer support, or CRM/data entry roles. Experience with CRM cleanup...CRMMonday to FridayShift work
- ...underwriting processes and provide customer service to clients. The role requires experience in property underwriting... ...operations and advanced Excel skills. Responsibilities include supporting underwriters, ensuring data accuracy, and maintaining client relationships....Flexible hours
- ...communication, problem-solving skills, business development, and support in organizing events for agency clients. Additionally, you will be responsible for identifying... ...establish and maintain relationships. Proficiency in CRM software and other client management tools. Excellent...CRMRemote job
- ...energetic and professional individual to manage client accounts/relationships on a personal and... ...until resolution. This position will support Cutter Aviation’s clients at Cutter... ...out customer surveys and logs appropriate data into CRM systems. Upsells and cross sells...CRM
- ...tailored strategies, with our clients ’ needs at the center. As we evolve... ...to provide administrative support to the financial advisors and... ...Client Relationship Management (CRM) software Assist with... ...medical, dental, and vision; life insurance; critical illness insurance and...CRMFor contractorsWork experience placementWork at office
$24.36 - $36.67 per hour
...Client Specialist As a Client Specialist at Baird, you'll play a pivotal role in delivering... ...client service and operational support to one or more Financial Advisors. You'll... ...Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well...CRMHourly payWork experience placementWork at office$63k - $98k
...fostering an inclusive and innovative culture. Our leaders are here to support your career journey; they and our dedicated employees embody the values that drive us to support each other, our clients, and our communities. Join us to pursue your passion and unleash your...CRMBase plus commissionFull timeContract workPart timeInternshipLocal area$4,567 per month
...Client Support Specialist Job Code: CSS Reports To: Manager, Client Support Base Location... ...environment. Troubleshoot and resolve data and platform issues. Triage incoming... ...Excel, and customer relationship management (CRM) software. Knowledge of and experience...CRMFull timePart timeWork at officeLocal areaRemote workWork from home$60.2k - $90.3k
...of our value proposition; each supported by tangible, best-practice... ...for supporting and expanding client relationships within designated... ...knowledge of sales processes and CRM systems (e.g., Salesforce) for... ...~ Holiday & Paid Time Off (pro-rated for Part-Time employees)...CRMFull timeTemporary workPart timeWork experience placementSecond jobWork at officeLocal areaFlexible hours- ...business opportunities and building strong client relationships. Responsibilities include... ...and maintaining activities in Salesforce CRM. The ideal candidate has at least five years... ...compensation, and employer-funded health insurance. #J-18808-Ljbffr Myriad360, LLCCRMRemote job
$60k - $65k
...Associate Client Relationship Manager The Associate... ...This position will support our Growth (Sales) team... ...activities in company provided CRM system. Receive and... ...inventory/invoicing data systems. Submit an itemized... ..., Dental, Vision Insurance Tuition Reimbursement...CRMFull timeWork experience placementWork at officeLocal area2 days per week3 days per week- ...Salesforce CRM Specialist (Admin & Development) is responsible for the day-to-day management, enhancement, and reliability of the Salesforce... ...focus on improving CRM processes, automation, and data quality to support Marketing and Recruitment operations. Working closely with...CRM
$21 - $26 per hour
...Billing Support Specialist In-person position at our Denver (80238) office.... ...communication skills Preferred Experience Data Entry Call Center / Customer Service... ...Support / Accounts Receivable / Client-facing financial role Health insurance Benefits Dental and vision...Hourly payMinimum wageWork at officeLocal area$45k - $65k
...Client Service Associate Celebrating more than 60 years of rich... ...touch critical administrative support to Financial Advisors, their prospective... ...Relationship Management (CRM) software. Assists... ...medical, dental, and vision; life insurance; critical illness insurance and...CRMWork experience placementWork at office$55k - $68k
...full-service accounting firm, is seeking a Client Services Coordinator (“CSC”) plays an... ...Calendaring/Scheduling for individuals/support and for office events), Teams, Word (Engagement... ...), Adobe Acrobat. u Canopy for Tax (CRM System) - Creating and updating contacts,...CRMFull timeLocal area- ...delivering a high‑touch, proactive client experience. Account Managers... ...Vision, Life, and Disability Insurance 401(k) with Company... ...personal lines book of business, supporting either a private client/high‑... ...agency management system or CRM preferred, preferably EPIC....CRMFull timeWork at officeLocal areaFlexible hours
- ...stuff — payroll, health insurance, 401(k)s, and HR — so... ...Francisco, and New York, we support more than 500,000 small... ...! Gusto is seeking Client Relationship Managers... ...product insights, using data and patterns to... ...client interaction logs and CRM data up to date to ensure...CRMFull timeWork at officeLocal areaShift work2 days per week3 days per week
- Benefits 401(k) Bonus based on performance Dental insurance Paid time off Training & development This... ...orders. Produce estimates on our software for the clients. Follow up on estimates you have created through our CRM. Conflict resolution skills vital. Call inactive...CRM
$171.6k - $392.1k
...side with a range of clients from our most... ...Asset Management, Insurance, and Real Estate, Hospitality... ...leadership, pro-activity in meeting... ...Engage Enterprise Data Management Reinsurance... ...portals, rating, CRM, document... ...offering design, pursuit support, pricing, proposals...CRMFull timeWork experience placementSummer holidayFlexible hours
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