Senior Insurance Service Leader - Client Retention & Ops
Vivian Suarez - State Farm Agent
Vivian M. Suarez State Farm Agency in West Palm Beach is looking for a Director of Customer Service to oversee and manage all customer service operations. This in-office role requires extensive experience in Florida insurance and the ability to independently handle complex policy servicing. The ideal candidate will have at least 3–5 years of relevant experience, an active 4-40 or 2-20 license, and a professional presence. Responsibilities include mentoring the service team, managing retention strategies, and ensuring high-quality client interactions. #J-18808-Ljbffr Vivian Suarez - State Farm Agent
$52k - $60k
An established insurance agency in West Palm Beach is seeking a Director of Customer Service to lead the customer service operations. The role requires a professional with... ...workflows, and ensuring a high-quality client experience. Compensation ranges from $52,000 to...Senior- ...Senior Client Advisor Award-winning, inclusive, Top Workplace culture... ...(MMA) provides business insurance, employee health & benefits,... ...we combine the personalized service model of a local consultant... ...will be measured by client retention, so delivering exceptional service...SeniorLocal areaNight shift
$150k - $210k
...international tax compliance forms such as Forms 3520, 3520-A, 8621, 2555, and treaty based positionsCollaborate with the Private Client Services and Trust & Estate groups on cross-border matters for individuals and families with global holdings and activitiesDevelop tax...SeniorFull timeFixed term contractLocal area- ...interactions between our representatives and clients to ensure compliance with company... ..., regulatory requirements, and customer service standards. This role is critical in maintaining... ...auditing sales, customer service, and retention calls Experience auditing client files...Senior
- ..., is hiring a Personal Lines Account Manager to provide comprehensive support in property and casualty insurance. This role emphasizes client experience and retention. The ideal candidate will have over 5 years of experience, a P&C license, and a history working with independent...Senior
- Alvarez & Marsal is seeking a Senior Director in Private Client Services, Tax, to establish long-term relationships with private companies, owners, and high-net-worth individuals. You will lead tax compliance for partnerships, S-corps, trusts, and individuals, and review...Senior
- ...we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client...SeniorFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify...Senior- Moroch in West Palm Beach is seeking a senior day-to-day client lead to guide strategic communications and translate goals into tactical plans. You will coordinate cross-functional teams, manage budgets and timelines, and mentor junior staff while upholding Moroch values...Senior
$25 - $32 per hour
Our client, a luxury leather goods brand, is seeking a Senior Client Advisor to join the team onsite at their boutique in Palm Beach, FL. The ideal candidate has true luxury retail experience, preferably with leather goods. This is a full-time permanent position...SeniorPermanent employmentFull timeImmediate startFlexible hoursShift work- A leading tax services firm is seeking a Senior Tax Manager for their Private Client Services. This role involves overseeing engagement teams and interacting with some of the wealthiest families in the US. Responsibilities include conducting reviews of tax returns, engaging...Senior
- ...round Block Advisor Tax Advisor in West Palm Beach, FL. You will prepare accurate returns for individuals and businesses, interview clients to understand tax situations, and deliver personalized recommendations in a supportive office setting. You’ll provide IRS support...SeniorWork at office
- Burlington Stores, Inc. is seeking an Operations Service Manager in Florida to lead the Customer Service and Cashier teams, drive policy compliance and ensure smooth customer flow at the registers. You will oversee receiving processes, inventory accuracy, and daily store...SeniorFlexible hours
- BDO USA, LLP is seeking a Tax Experienced Senior in Private Client Services (PCS). The role focuses on high net-worth clients, estate, gift, and trust tax consulting and compliance, with leadership and business development responsibilities within a boutique practice. You...Senior
- Fox Rothschild LLP is seeking a Collections/Client Relations Coordinator to manage the accounts receivable portfolio and ensure timely... ...have extensive collections experience in a professional services setting, strong math and Excel skills, and excellent client communication...Senior
- Bpbcpa is seeking a Senior Associate for Tax Services focusing on High Net Worth Individuals and International Tax. In this role, you will prepare and... ...compliance filings and provide consulting services for clients with global investments. The ideal candidate has a Bachelor...Senior
- BDO USA is seeking a Tax Experienced Senior in Private Client Services to deliver tax compliance and consulting for high net-worth clients. The role emphasizes leadership, communication, and business development within a fast-paced, client-focused environment. You'll work...SeniorWork at office
- ...Representative. This critical role involves monitoring and evaluating client interactions to ensure compliance with company policies and... ...call center, particularly within debt settlement or financial services, and possess strong analytical and communication skills....Senior
- Senior Tax Manager - Private Client Services Join to apply for the Senior Tax Manager - Private Client Services role... ...helping you flourish as leaders, colleagues and trusted advisors.... ...medical, dental, vision, and basic life insurance coverage. Employees may enroll in...SeniorFull timeWork experience placementPrivate practiceH1bLocal areaWork visa
- ...in Florida to support revenue growth and asset quality within the commercial lending line of business. You will participate in new client development, monitor existing relationships, and manage credit risk to ensure quality, well-structured loans. The role requires a deep...Senior
$175k - $225k
...take a hands-on approach to solving our clients' problems and assisting them in reaching... ...Tax specialty areas, our Private Client Services (PCS) practice. PCS works with private companies... ...our tremendous growth, we're seeking a Senior Director to join our team. How you will...SeniorPart timePrivate practiceWork at officeFlexible hours- ...of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global... ...maintain close working relationship with sales and senior management team. Ability to interface with people at...Work at officeLocal area
- Our client is a growing insurance organization seeking to expand its Risk & Compliance team. The company... ...Responsibilities: Partner with business leaders across the organization to provide... ...healthcare premiums Direct exposure to senior leadership Opportunity to help build...SeniorRelocation package
- Job Summary:Private Client Services at BDO is a boutique practice within our firm.... ...cash-flow, retirement, and life insurance planning.A Tax Experienced Senior, Private Client Services (PCS) is... ...Here, you’ll find meaningful work, leaders invested in your success, and...SeniorPrivate practiceWork at office
- ...Senior Associate/Senior Accountant We are looking for a Senior Associate/Senior Accountant to join our Client Accounting & Advisory Services Group. As an Accounting Senior Associate specializing in Real Estate with our team, you will play a key role in overseeing accounting...SeniorInternshipLocal area
- ...About this role: Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors... ...role you will: Assist Financial Advisor(s) with sales, service, and operational related activities such as providing...SeniorOngoing contractWork experience placementWork at officeImmediate start
- ...Job Description: Title: Senior Account Associate - Commercial... ...administrative and customer service support to the account team,... ...policy expirations for existing clients, ensuring renewals are... ...finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates...SeniorContract workFor contractorsRemote work
$115.8k - $202.7k
...can make your mark as a Senior Enterprise Architect at... ...MMA) provides business insurance, employee health &... ...retirement, and private client insurance solutions to... ...combine the personalized service model of a local consultant... ...enable business and IT leaders to make investment...SeniorMinimum wageLocal areaRemote workNight shift$170k - $225k
...Senior Relationship Manager, Commercial Real Estate West Palm... ...Bank (the "Bank") is a full-service commercial bank based in New... ...banking centers and private client offices in Manhattan, Boro Park... ...System and the Federal Deposit Insurance Corporation, and an equal housing...SeniorLocal area- ...Benefits: ~ Free uniforms ~ Health insurance ~ Opportunity for advancement ~ Paid... ...Florida. Our goal is to WOW and AMAZE our clients by automating and integrating their... ...Estate Level Certified Largest in-house service department available 24/7/365 Over 35...SeniorWork from home
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Insurance Service Leader - Client Retention & Ops. Be the first to apply!
- service coordinator West Palm Beach, FL
- service lead West Palm Beach, FL
- food service coordinator West Palm Beach, FL
- service team leader West Palm Beach, FL
- early intervention service coordinator West Palm Beach, FL
- family service coordinator West Palm Beach, FL
- senior safety specialist West Palm Beach, FL
- senior mulesoft developer West Palm Beach, FL
- senior business manager West Palm Beach, FL
- senior mainframe developer West Palm Beach, FL




