Client Advocate Associate
4 weeks ago
Deland, Gibson always seeks to provide industry-leading customer service through risk-reducing action steps to lower our client’s Total Cost of Risk. Our process then proactively educates and works with clients to build a Risk Reduction and Insurance Program to lower their overall risk. The Client Advocate Associate plays a crucial role on our team here at Deland, Gibson. In this role, you will work with a team of 3 to provide tremendous service for our clients. The goal of this role is to learn all aspects of insurance to grow into a position that is the best fit. What you’ll do: • Be a sponge – strive for leading edge knowledge of all agency verticals • Provide clients with industry leading customer experience • Work with a team of 3 and do whatever is needed to get the job done – have a “can do” attitude • Assist with quoting, plan comparisons, and storing all client/prospect information • Learn and master our CRM System – Applied EPIC • Communicate with carriers via phone and email to strategize What you’ll Learn: • Proper and effective communication skills with executives • Business etiquette with customers • Decision-making skills • Time management and prioritization skills • Organization skills What you’ll need: • Bachelor’s degree with interest in all things Insurance • Ability to be flexible in the Small Business environment • Self-motivation and accountability to get the job done • An eye for detail and great written and verbal communication skills • Grit and organization skills to complete detailed tasks • Openness to being Life-Long Learner About us: Established in 1900, Deland, Gibson is a Massachusetts insurance agency that has thrived working as a trusted advisor for its client base. Through a handful of subtle name changes over the past century Deland, Gibson has maintained its identity as an industry-leading insurance and risk management advisor.
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Client Advocate Associate
1 month ago
Wellesley Hills, United States Deland, Gibson Insurance Associates Inc. Full timeJob DescriptionJob DescriptionJob Description: Deland, Gibson always seeks to provide industry leading customer service through risk reducing action steps to lower our client’s Total Cost of Risk. Our process then proactively educates and works with clients to build a Risk Reduction and Insurance Program to lower their overall risk. The Client Advocate...
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Client Advocate
2 weeks ago
Wellesley Hills, United States Sun Life Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
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Client Advocate
2 weeks ago
Wellesley Hills, Massachusetts, United States Sun Life Financial Full timeYou are as unique as your background, experience, and point of view. At Sun Life, we are looking for optimistic individuals who are ready to brighten the lives of our Clients. We highly value diverse cultures, perspectives, and identities in our workplace. We offer the opportunity for you to bring your authentic self to work and collaborate with dynamic...
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Billing Advocate Associate
4 weeks ago
Wellesley Hills, United States Sun Life Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
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Member Advocate Specialist, Dentaquest
3 weeks ago
Wellesley Hills, United States DentaQuest Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
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Wellesley Hills, United States DentaQuest Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
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Member Advocate Specialist, Dentaquest
1 week ago
Wellesley Hills, United States DentaQuest Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
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Registered Branch Associate
3 weeks ago
Wellesley Hills, United States Edward Jones Full time**Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team.** At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive...
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Client Support Liaison
4 weeks ago
Wellesley Hills, United States Sun Life Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
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Registered Branch Associate
4 weeks ago
Wellesley Hills, United States Edward Jones Full timeClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...
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Registered Branch Associate
4 weeks ago
Wellesley Hills, United States Edward Jones Full timeJob DescriptionClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial...
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Registered Branch Associate
4 weeks ago
Wellesley Hills, United States Edward Jones Full timeClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an...
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Registered Wealth Management Client Associate
2 weeks ago
Wellesley, United States Bank of America Full timeRegistered Wealth Management Client Associate page is loaded Registered Wealth Management Client Associate Apply locations Wellesley Hills time type Full time posted on Posted Yesterday job requisition id 24021394 Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection....
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Registered Branch Associate
2 weeks ago
Wellesley, Massachusetts, United States Edward Jones Full timeAre you a client advocate, a skilled communicator, and a problem solver? If so, we want you in our team at Edward Jones.At Edward Jones, we focus on making a difference in the lives of our clients as well as our team members.Our licensed branch associates play a crucial role in the client team, operating under the guidance of a financial advisor.You excel in...
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Client Associate/Client Registered Associate
4 weeks ago
Bloomfield Hills, United States Royal Bank of Canada Full timeJob Summary Job Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills...
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Registered Branch Associate
1 month ago
Wellesley, United States Edward Jones Full timeClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an...
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Client Associate/Client Registered Associate
1 month ago
Bloomfield Hills, Michigan, United States Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...
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Vision Contract Compliance Associate, Dentaquest
2 weeks ago
Wellesley Hills, United States DentaQuest Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
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Family Peer Advocate
4 weeks ago
Dix Hills, United States SCO Family of Services Full timeThe Madonna Heights Residential Treatment Facility (RTF) is a trauma-informed therapeutic program that provides the most intensive residential mental health services available outside of a hospital setting. The RTF Program helps youth strengthen connections with family, while improving outcomes through a youth-guided, family-driven and trauma-sensitive...
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Associate Director, Private Fixed Income
1 week ago
Wellesley Hills, United States SLC Management Full timeSLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1300 organizations. Our history of organic and strategic growth reflects this commitment with over...