Broker Relationship Specialist (West) - Client Retention
Lincoln Financial
Lincoln Financial is looking for a Specialist in Broker Relationship Management to support preferred and developing brokers in San Francisco. This role requires strong relationship management and customer service skills to ensure effective client retention and a positive customer experience. Key responsibilities include coordinating meetings, identifying service issues, and collaborating with internal partners. Candidates should have a Bachelor's degree or equivalent experience, plus over 13 years in a related role with proficiency in Microsoft Office. #J-18808-Ljbffr Lincoln Financial
$55.7k - $100.2k
Specialist, Broker Relationship Management (West Region) This role is designed for a professional who is interested in... ...service skills in a fast paced, client facing environment. As a Specialist... ...of business to help drive client retention and deliver a consistent, recommendable...SuggestedWork experience placementWork at office$37.44k - $39.89k
...Inc. is seeking a Mortgage Loan Officer based in San Francisco. The ideal candidate will recommend loan solutions and manage client relationships within a supportive company culture. This role offers a base salary between $37,440 and $39,894, plus incentives. The...Suggested$71k - $82k
...in San Francisco is seeking a Mortgage Loan Advisor to enhance client satisfaction by providing excellent mortgage lending services. The... ...is preferred. This role offers a competitive salary range of USD $71,000.00 - USD $82,000.00 annually. #J-18808-Ljbffr East West BankSuggested$26.45 per hour
...experienced Leasing Consultant for Hanover SoMa West in San Francisco, CA. This community... ...Build and maintain strong marketing relationships with local businesses, preferred employers... ...expectations. Support resident retention strategies through effective communication...SuggestedHourly payWork at officeLocal areaFlexible hoursWeekend workAfternoon shift- Cresset Capital is seeking a Relationship Management Associate to support the Family Office Services team, ensuring exceptional client experiences for Ultra-High Net Worth individuals and families. Key duties include preparing client meeting materials, coordinating onboarding...SuggestedWork at office
- ...Regional Advisor Consultant - West Region (Hybrid Wholesaler)... ...wholesalers. They cultivate relationships and drive sales for financial... ...segment of financial advisors and broker‑dealers Sales and Business... ...to expand sales with existing clients Relationship Management:...Remote work
- ...Five Star Bank in San Francisco is looking for a Relationship Specialist to provide high-quality support to complex clients. In this full-time role, you will partner with the Relationship Manager to ensure timely delivery of banking solutions and maintain effective documentation...Full time
- ...spirit, speed to serve and deep connection to our market. And they trust us. Position Overview The Relationship Specialist assists with new and existing complex clients that the Relationship Manager oversees with their Business Development Officer. This role establishes...Full timeApprenticeshipWork experience placementCasual workWork at officeLocal areaNight shift
- Five Star Bank Company is seeking a full-time Relationship Specialist in San Francisco, California. This role focuses on supporting the Relationship Manager with complex clients, ensuring excellent customer service and compliance with bank regulations. Ideal candidates...Full timeLocal areaFlexible hours
$96.3k - $178.8k
Surgical Device Specialist (SDS), Ophthalmology - Pacific North West Genentech Ophthalmology seeks a dynamic field‑based Surgical Device... ...SUSVIMO implant and refill procedures. Customer Relationship Management: Maintain high retention rates; build and maintain strong...Local areaWeekend workAfternoon shift$98.5k - $161.3k
...56 Company Ltd is looking for an experienced Underwriting Specialist, Marine to work in the San Francisco office on a hybrid basis... ...involves administering underwriting rules, developing relationships with brokers, and actively seeking new business opportunities. Applicants...Work at office- ...California. This role focuses on working with high-net-worth clients, providing strategies for wealth preservation and legacy planning... ...professional growth within a collaborative environment that values client relationships and technical excellence. #J-18808-Ljbffr Jobot
- ...established, leading Wholesale Insurance Broker client as an experienced Property Broker!... ...business. Develop and maintain strong relationships with agency partners, serving as the primary... ...key performance metrics (hit ratio, retention, premium growth, loss ratio) and...
$71k - $82k
Introduction Since 1973, East West Bank has served as a pathway... ...quality network of business relationships through self‑sourced channels... ...mortgage lending experience to clients with a strong focus on client... ...borrowers for loan retention purposes. Qualifications BA...$110k - $125k
Description The primary responsibilities of the Commercial Real Estate (CRE) Associate Relationship Manager includes shadowing and supporting senior Relationship Managers in client meetings and pitches; proactively developing and producing client pitches; providing secondary...Local areaMonday to FridayFlexible hours$21 - $25 per hour
...Resales Specialist The Resales Specialist is the primary revenue driver of our retail... ...-energy closer who thrives on metrics, relationship-building, and the fast-paced nature of... ...traffic; you proactively cultivate a loyal client base passionate about sustainable...Hourly payFull timePart timeShift workAfternoon shift- ...quality customer service and client satisfaction for property... ...create mutually beneficial relationships between owners and tenants that... ...full-time, on-site Leasing Specialist role based in the San Francisco... ...will support resident retention by providing prompt, courteous...Full timeWork at officeAfternoon shift
- ...Oxford Bank is seeking a Personal Banker in Oakland, California to act as the primary customer contact and build long-term relationships with clients. The Personal Banker will demonstrate strong customer service skills, provide tailored banking solutions, and resolve...
- Greater Giving, Inc. is looking for a Software Relationship Manager in San Francisco, California. This role involves prospecting clients and presenting our Point of Sale solutions to small and mid-sized businesses. You'll work closely with your District Manager to close...
- You are entrepreneurial, energetic and enjoy building relationships and providing advice to your constituents. A role as a Relationship Executive... ...As a Relationship Executive, you will focus on supporting new client development and existing client deepening activities across...Local area
$29.5 per hour
...housing placement, resolve conflicts, and ensure housing retention for clients Source and secure housing units, negotiating rent, deposits... ...projects Resolve landlord issues and maintain positive relationships in coordination with Housing Services Negotiate move-in...Hourly payWork at officeLocal areaLong distanceMonday to FridayWeekend workAfternoon shift$82.4k - $123.6k
...agencies, they will cultivate profitable relationships while serving as a trusted advisor.... ...increasing new written premium, enhancing retention rates, and maximizing profitability.... ...stakeholders, driving growth, profitability, and client retention. Empowers agents to optimize...Temporary workWork at office$97.76k - $204.59k
...KPMG is currently seeking a Senior Specialist, Oracle EPM Functional Consultant to join... ...practice. Responsibilities: Lead client facing discussions to review business needs... ...have a direct, adverse, and negative relationship with some of the material job duties of...Full timeH1bLocal area$50k
...Core responsibilities include assessing client needs, explaining policy options,... ...and industry updates Build strong client relationships and contribute to revenue growth Meet or... ...sales targets and maintain high client retention Ensure accurate documentation and timely...Hourly payFull timeWork at officeWork from home3 days per week- ...with a tight roster of repeat-founder clients. The team is lean, highly collaborative... ...being required to become an M&A specialist. Top Requirements ~3–5 years of... ...-side work and founder-facing advisory relationships. ~ Comfort working in a highly collaborative...Remote work
- Description Position Purpose and Objectives Currently, we are seeking a Member Relationship Specialist who will assist new and potential members in identifying membership and lending needs and delivering solutions to their financial needs. Major Duties and Essential Functions...Work at office
- .Underwriting Specialist, Middle Market Excess page is loaded##... ...progress and inspire our clients, employees, investors and... ...while maintaining strong relationships with brokers, clients, and other stakeholders... ...and / or strong renewal retention* Manage complex referrals...Contract workTemporary workLocal area
$115k - $125k
...build and protect our reputation, deepen client relationships, win quality work, and attract top... ...to hire a Marketing Winning Work Sr. Specialist to strengthen our MCBD function. What... ...activities for the Water Business within the West and LATAM geography. The role provides...Work at officeLocal areaRemote workFlexible hours$135.2k - $234.15k
...footprint, strategic growth plans, technology strategy and the competitive landscape. Ability to forge and maintain business relationships. Steadfast curiosity and knack for generating creative ideas to bring value to customers. Ability to prospect within accounts...Immediate start- ...volume objectives through account acquisition and cross‑selling of YGC products. The successful applicant will assist the Business Relationship Manager in achieving sales goals, and prepare monthly and daily sales call plans and reports. A bachelor's degree is required,...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Broker Relationship Specialist (West) - Client Retention. Be the first to apply!
- senior broker San Francisco, CA
- remote broker San Francisco, CA
- logistics broker San Francisco, CA
- energy broker San Francisco, CA
- sales broker San Francisco, CA
- commercial broker San Francisco, CA
- business broker San Francisco, CA
- broker work from home San Francisco, CA
- work from home freight broker San Francisco, CA
- food broker San Francisco, CA



