Insurance Client Experience Associate
Trucordia Insurance Services, LLC
Trucordia Insurance Services, LLC is seeking an Administrative Associate to support Client Managers with insurance transactions and to keep client records accurate in the agency system. The role involves coordinating with carriers, helping develop RFPs, and assembling client materials. You will work with Client Executives on service needs, maintain digital files, and assist with benefits documents, data analysis, and compliance tasks as required. #J-18808-Ljbffr Trucordia Insurance Services, LLC
$53k - $56k
...Client Associate-1 - Employee Benefits The Client Associate-1 Role provides foundational... ...s geographic location, prior relevant experience, and their knowledge, skills, and abilities... ...in our industry 2020-2023 Business Insurance Magazine Best Places to Work in...SuggestedTemporary workInternshipLocal areaFlexible hours$15k
...and delivering outstanding service to our clients and each other. We support a friendly, open... ..., options, mutual funds, annuities and insurance products. At least two years previous experience as a Registered Client Associate. Post-Secondary education preferred. Solid...SuggestedWork experience placementWork at officeLocal area$21.25 - $28.32 per hour
...record-keeping requirements, maintaining client files and supplies, answering phones,... ...Two to four years of investment industry experience preferred. To be eligible for business incentives... ..., variable life, health and disability insurance licenses. SIE at a minimum preferred....SuggestedWork at officeLocal area$21.25 - $28.32 per hour
...record-keeping requirements, maintaining client files and supplies, answering phones,... ...Two to four years of investment industry experience preferredTo be eligible for business incentives... ..., variable life, health and disability insurance licensesSIE at a minimum...SuggestedWork at officeLocal area- Client Service AssociatePosition OverviewWe are seeking a Client Service Associate to deliver exceptional service and operational support to our client-facing teams. The role... ...of services. The ideal candidate will have experience in public accounting environments, strong...SuggestedWork experience placementWork at office
- ...customer service and expert craftsmanship. Our clients rely on us to convert their dreams into... ...for a motivated Client Relations Associate to call and qualify contacts that have expressed... ...Required Skills: ~2+ years of experience in customer facing role with appointment...Temporary workWork at officeLocal area
$50k - $65k
...Client Associate Delivers more independent client support, handling complex service tasks, supporting renewals, and responding to client... ...parameters. Qualifications: ~1+ years relevant experience ~ Technical application skills: OE guide applications ~...$38k - $60k
...serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become... ...have Bachelor’s degree or job-related experience Strong soft skills including verbal... ..., dental, vision, life, disability insurance, and paid-time off. Leaders who support...Full timeFlexible hours- ...professional to assist Financial Advisors with sales, processing, and client service. The role involves scheduling, preparing investment... ...files to ensure regulatory compliance and smooth operations. Experience in the brokerage space is preferred, with a focus on accurate...
- ...record‑keeping requirements, maintaining client files and supplies, answering phones,... ...Two to four years of investment industry experience preferred To be eligible for business incentives... ..., variable life, health and disability insurance licenses SIE at a minimum preferred...Work at office
- ...Client Associate Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional... ..., delivering a personalized and smooth wealth management experience. Your contribution to a team that values strong...Local area
- ...Client Associate Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional... ..., delivering a personalized and smooth wealth management experience. Your contribution to a team that values strong...Local area
$113k - $194k
...Empowers CommunitiesAt American Family Insurance, we believe in more than just providing... ...career with us. Gain valuable litigation experience, sharpen your trial skills, and develop... ...support your litigation strategyRepresent clients in trials, mediations, arbitrations, and...Full timeContract workLocal areaRelocation package- ...motivated individuals to join our team as a Client Sales Associate, a role focused on helping clients... ...support. Whether you have previous experience or are looking to develop new skills,... ...financial services organization Insurance Benefits: Access to life insurance and...Remote jobFlexible hours
$70k - $85k
...Client Service Associate The Client Service Associate role focuses on supporting clients and advisors... ...~ Bachelor's degree ~2+ years of experience Skills and Competencies:... ...package: ~ Health, dental, and vision insurance day 1! ~401(k) savings and investment...Local areaFlexible hours$35.63k - $85k
Registered Client Service Associates provide exceptional service to our clients and support Financial... ...direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS Education and/... ...bonds, options, mutual funds, annuities, insurance, and managed accounts Detail...Temporary workWork at officeLocal area- ...services firm in Portland, Oregon, is looking for an experienced Client Services Associate to deliver exceptional service to investment clients. This... ...candidate should have over 3 years of financial services experience, exceptional communication skills, and a strong commitment...
- ...builds on more than 50 years of experience, beginning with its founder,... ..., who has been guiding clients in retirement planning since... ...and clarity. Client Service Associate Harlow Wealth Management |... ...services, wealth management, or insurance operations preferred. Skill...Full timeWork at office
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin... ...given deadlines Leverage your operational background and experience to contribute to a growing business Serve as primary...Work at office$140k - $230k
...Insurance Coverage/Insurance Litigation AttorneyPortland, OregonAt Wilson Elser, we are redefining... ...a culture of collaboration, innovation, client service, and mutual respect. We are... ...coverage and coverage litigation experience to join a collaborative group of seasoned...Full timeWork at officeRemote workFlexible hours$175k - $240k
...Job Description Senior Insurance Defense Attorney *Confidential application process* Schedule... ...and growing litigation practice? Our client is seeking a Senior Associate Attorney with 5-12 years of experience to handle a sophisticated insurance defense caseload...$140k - $202k
..., making us a leader in the insurance and financial services industry... ...thinking partners for our client and customers. To succeed,... ...communicative. Jared R. Levy and Associates, insurance staff counsel for... ...+ years of civil litigation experience in Oregon, preferably in...Work at officeLocal areaImmediate startRemote work$100k - $110k
...long‑term disability and life insurance. Paid vacation, sick,... ...This team member will bring experience in proposal writing, analytical... ...compliance with the American Bar Association and Oregon state bar... ...the requirements of attorney‑client privilege, including duty to...Work at officeLocal area$70k - $90k
We are seeking an experienced Client Services Associate to be part of delivering exceptional service and an above-and-beyond experience for our impact-focused investment clients across... ..., 401k with company match, health insurance including dental and vision coverage,...Work at officeHome office- ...Companies in Lake Oswego, OR is seeking an exceptional Registered Client Associate to join a high-producing team. This role requires... ...have SIE and Series 7 licensing or the ability to obtain, plus experience in a securities environment and strong technical skills. #J...
- ...founded in 1994 that represents insurers and other corporate and business clients in complex civil disputes and litigation... ...This is a full‑time role as an Associate Attorney at Gordon & Polscer, L.L... ...Three years or more of experience in civil litigation Research and...Full time
- ...development, and active participation in trials, mediations, and hearings. The ideal candidate has 8+ years in civil litigation, experience in insurance defense, and an active Oregon bar license. Washington licensure is preferred; remote work with monthly on-site meetings is...Remote job
- ...role requires occasional on-site meetings in Seattle. The ideal candidate will have over 8 years of civil litigation experience, preferably in insurance defense, and will manage litigation cases with a focus on strategy and trial development. State Farm offers a...Remote job
$20 - $24 per hour
...Client Advocate I, Group Benefits Full-time Department Name: Customer Service... ...Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself... ...come together to create the next great insurance brokerage. We offer an unrivaled combination...Hourly payFull timeWork at officeFlexible hours- Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in... ...come together to create the next great insurance brokerage. We offer an unrivaled combination... ...and opportunities for our employees, clients and stakeholders. We celebrate both individual...Work at officeFlexible hours
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