Senior Client Services Lead - Insurance Portfolios
$90k - $120kThe Jacobson Group
The Jacobson Group in New York, NY is seeking an experienced Senior Client Services Associate to manage high-net-worth client insurance portfolios. This role involves leading a client services team while ensuring strong service delivery and compliance with insurance regulations. The ideal candidate has at least 3 years of experience in the insurance industry, strong knowledge of life insurance products, and excellent communication skills. The position offers an annual salary range of $90,000 to $120,000. #J-18808-Ljbffr
- Winged Keel Group in New York is seeking a Client Services Senior Associate to oversee team members and manage client insurance portfolios. The ideal candidate will have 3-5 years of client service experience and proven leadership abilities. Responsibilities include preparing...Senior
- A global leader in insurance and risk management is seeking a Senior Client Service Manager in New Jersey to oversee strategic client relationships and lead a talented team. The role involves managing complex accounts and mentoring new hires while ensuring compliance and...Senior
$130k - $140k
Technology Services Group, Senior Project Manager page is loaded... ...This individual will lead cross-functional programs... ...relations, treasury, insurance, and data/automation... ...delivery, across a portfolio of enterprise systems... ...satisfaction through excellent client service and...SeniorFull timeTemporary workLocal area- A leading insurance firm in New York seeks an experienced Client Service Executive to manage a $1MM+ book of business, mentor a team, and deliver tailored insurance solutions. You will collaborate closely with clients and ensure high service delivery standards while driving...Senior
- Arthur J. Gallagher & Co. (AJG) is looking for a Senior Client Service Manager to lead client service efforts, ensuring exceptional relationship management and innovative insurance solutions. The role demands a blend of client relationship building, team leadership, and...SeniorFlexible hours
- ...Veeva Systems, Inc. is seeking a Client Services expert in San Francisco, California, to enhance brand engagement in the life sciences industry... ...to provide actionable insights. Perks include comprehensive insurance, flexible PTO, and a charitable giving program. #J-18808-...SeniorContract workFlexible hours
$122.54k - $208.72k
A leading financial institution in New York seeks a Portfolio Manager III for Entertainment & Sports Banking. This role involves managing credit portfolios,... ...performing credit analysis, and providing exceptional client service. Candidates should possess strong communication...Senior- Mason Blake is seeking a VP of Institutional Client Services in New York. This senior role requires a minimum of 7 years of client-facing experience, especially... ...licenses. The role offers a dynamic opportunity to lead client engagements and support strategic initiatives in...Senior
- A financial services firm in New York is seeking a Client Service Manager with over 5 years of relevant experience in the financial industry. The role involves leading a Client Service Team to ensure exceptional client experiences, collaborating with Wealth Managers, and...Senior
- Neuberger Berman in New York is seeking a Senior Client Associate to provide operational support for a high-net-worth client base, delivering comprehensive services related to private market strategies. This position requires exceptional communication and organizational...SeniorWork at office
- ...A leading insurance platform in the United States is seeking an Account Manager responsible for client retention and servicing. The ideal candidate should have 3-5 years of relevant experience in commercial property/casualty, excellent communication and negotiation skills...
- ...A leading national insurance firm is seeking a Senior Inland Marine Underwriter, responsible for underwriting and managing an Inland Marine portfolio. The role involves disciplined risk selection, pricing, and coverage analysis, focusing on builders risk and contractors...SeniorFor contractorsRemote work
- A leading legal staffing firm is looking for a Senior Trusts & Estates Paralegal in New York. This role requires 10-15 years of specialized experience, including... ...will mentor junior staff and interact directly with clients. A Bachelor's degree or equivalent experience, along...SeniorFull timeWork at office
- NACBA is seeking a Senior Property Treaty Underwriter to manage U.S.-based global property treaty business with major clients. This role requires a seasoned professional with at least... ...submissions, structure treaties, and assess portfolio risks. A Bachelor's degree is required...Senior
$120k - $140k
Epiq Systems, Inc is looking for a Sr. Project Manager of Client Services in New York, NY. The ideal candidate will manage key client relationships and project deliverables in a fast-paced electronic discovery environment. Responsibilities include client communication,...Senior$120k - $140k
Epiq Systems, Inc. is seeking a Sr. Project Manager of Client Services in New York to lead and manage client relationships through effective project management in the electronic discovery industry. This role requires strong leadership, excellent client relationship skills...Senior- ...Investment Banking Associate in New York, NY. The role involves underwriting and managing a FIG loan portfolio while ensuring continuous improvement initiatives. You will lead projects that support loan growth and deliver an exceptional customer experience. Ideal...SeniorWork at office
$146.7k - $335.1k
...Role Overview The Transition/Onboarding Lead will play a critical role in ensuring the... ...onboarding, transition, and stabilization of clients onto EY’s IFMS operating model. This role... ...to ensure smooth onboarding of client services into steady‑state operations. Qualifications...Senior- ...and most trusted insurance companies in the world... ...houses support services from global marketing to finance to client reporting and underwriting... ...The Senior Account Executive... ...revenue growth by leading complex sales engagements... ...Maintain and grow a portfolio of strategic...SeniorWork at officeLocal area
$250k - $300k
...institutional, retail and insurance clients. NYLIM brings... ...scale and longevity of a leading mutual institution.... ...capabilities. The Client Portfolio Manager will be based... ...and Client Service. The primary focus for... ...autonomy while influencing senior stakeholders across...Work at officeLocal area$92k - $115k
Flexport is seeking a Capital Credit Senior Associate for Underwriting and Portfolio Management in New York. This hybrid position involves leading portfolio reviews, conducting risk management, and overseeing compliance operations. The ideal candidate has 3-7 years of experience...Senior- NTT Limited is seeking a Senior Team Lead, Technical Services to lead operational teams and ensure client IT infrastructure remains operational. You'll drive client satisfaction through effective service management while guiding your team to handle incidents and problems...Senior
$90k - $165k
A financial services firm is seeking a Financial Services Audit Supervisor to lead audit engagements across various locations including New York City, East Brunswick,... ...overseeing operations, and ensuring high-quality client service. Competitive salary ranging from $90,000...Senior$165k - $200k
...Senior Underwriter, Construction Professional Liability Join... ...provider of specialty lines insurance and reinsurance. We stand apart for our outstanding client service, intelligent risk taking, and... ...full life cycle exposure to portfolio management, including solicitation...SeniorFor contractors3 days per week- Citizens Bank is seeking a Private Bank, Commercial Real Estate Portfolio Manager in New York, responsible for managing credit underwriting and portfolio management. Candidates should possess over 3 years of experience in commercial lending, showcasing strong financial...SeniorFull timeWork at officeRemote work
$107.6k - $209.1k
...Senior Underwriting Officer - Construction... ...offerings to mid-sized clients in the US and... ...Closely monitors portfolio performance across... ...enhancements in products or services. Drive... ...t just provide re/insurance, we reinvent it. By... ...-driven insights, leading technology, and the...Senior$70k - $80k
...A leading insurance provider is seeking a Commercial Lines Insurance Account Executive. This fully remote position emphasizes client management and provides comprehensive advice to clients in North... ..., and ensuring excellent client service. The ideal candidate will have...SeniorRemote work$85k - $105k
...Position Title: Corporate Portfolio Finance Research Senior Analyst (NY)(NY) Entity: Kroll Bond Rating... ...Rating Agency, LLC (KBRA) is a full-service credit rating agency registered with... ...recognized by the National Association of Insurance Commissioners as a Credit Rating...SeniorFull timeTemporary workWork at office$145k - $185k
...financing for manufacturers, service providers, and private equity... ...deep industry knowledge, strong client relationships, and disciplined... ...Vice President, Underwriting Portfolio Manager is responsible for both... ...market conditions. The VP will lead analysis, reporting, and asset...SeniorWork at office$125k - $165k
...Overview High-Net Worth Senior Account Executive We are an independent full-service, international... ...covering all lines of insurance for a wide variety of corporations... ...the foundation of our client relationships. We earn... ...work with the industry ’s leading underwriters to create...Senior
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