Insurance Relationship Manager
4 days ago
We are seeking a highly skilled Insurance Relationship Manager to join our Property Casualty team at Alera Group. As an essential part of our Commercial Lines division, you will play a critical role in ensuring exceptional client satisfaction and delivering high-quality products and services.
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Insurance Relationship Manager
2 weeks ago
Newport Beach, California, United States Moby Young - State Farm Agent Full timeJob Overview: As a Customer Relations Representative with Moby Young - State Farm Agent, you will play a crucial role in generating exceptional client experiences that drive the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you an ideal fit for this position.This is a fantastic...
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Commercial Banking Relationship Manager
2 days ago
Newport Beach, California, United States BMO Financial Group Full timeAbout UsBMO Financial Group is a leading financial institution with a strong presence in North America. We're driven by a single purpose: to Boldly Grow the Good in business and life.We're seeking an experienced Commercial Banking Relationship Manager to join our team. As a key member of our Liquidity Specialty Group, you'll be responsible for developing new...
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Client Relationship Manager
4 weeks ago
Newport Beach, California, United States Signature Estate & Investment Advisors, LLC Full timeJob OverviewWe are seeking a Client Relationship Manager to join our W2 Advisory Team at Signature Estate & Investment Advisors, LLC. As a key member of our team, you will be responsible for delivering exceptional client service and growing our existing investment client base.About the RoleThe Client Relationship Manager will work directly with clients to...
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Commercial Insurance Portfolio Manager
5 days ago
Newport Beach, California, United States Jobot Full timeAbout the RoleThis Commercial Insurance Portfolio Manager role offers a unique opportunity to work with a variety of clients, managing their insurance portfolios and providing expert advice on risk management and insurance solutions.ResponsibilitiesDevelop and execute comprehensive insurance strategies for commercial clients, addressing their specific needs...
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Senior Relationship Banker
1 week ago
Newport Beach, California, United States Bank of America Full timeJob Overview:This is a senior-level position in the Global Commercial Banking division of Bank of America, responsible for managing an extensive portfolio of complex clients and prospects. The ideal candidate will have a proven track record of prospecting new business, enhancing existing relationships, and closing profitable transactions.Salary: $140,000 -...
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Account Relationship Coordinator
3 days ago
Newport Beach, California, United States SmartFinancial Full timeGrow Your Career with SmartFinancialAt SmartFinancial, we're committed to driving growth and success for insurance agencies through our industry-leading technology. We're looking for talented individuals who share our passion for innovation and customer satisfaction.This role offers an estimated annual salary of $90,000, plus uncapped commissions and...
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Insurance Account Manager Professional
4 weeks ago
Newport Beach, California, United States Alera Group Full timeA career-defining opportunity has arisen for an experienced Insurance Account Manager to join our Property & Casualty team. As a key member of our remote-based organization, you will play a pivotal role in delivering exceptional client service and driving business growth.As an Assistant Commercial Lines Account Manager, your primary responsibility will be to...
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Senior Relationship Manager
4 weeks ago
Newport Beach, California, United States Bank of America Full timeJob OverviewWe are seeking an experienced Senior Relationship Manager to join our Global Commercial Banking team in Newport Beach, CA. As a key member of our team, you will be responsible for providing advice and valuable financial solutions to complex clients and prospects.Key Responsibilities:Serving as the primary point of contact or trusted advisor for a...
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Client Relationship Associate
4 weeks ago
Newport Beach, California, United States Raymond James Full timeJob DescriptionThis Client Relationship Associate position offers a unique opportunity to work in a fast-paced environment and make a real impact on our clients' lives. You will be responsible for providing exceptional client service, managing client relationships, and collaborating with Financial Advisors to deliver tailored solutions.
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Insurance Partnerships Specialist
3 days ago
Newport Beach, California, United States SmartFinancial Full timeJob DescriptionAs an Insurance Partnerships Specialist at SmartFinancial, you will be part of a team that drives growth and success for insurance agencies through cutting-edge technology. Your primary responsibility will be to build and maintain strong relationships with insurance agents, understanding their unique needs and challenges, and providing them...
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Client Relationship Specialist
4 weeks ago
Newport Beach, California, United States Campaign Matrix Full timeCampaign Matrix is a collaborative and supportive workplace that values innovation and creativity. We are seeking a talented Client Relationship Specialist to join our team and help drive business growth through exceptional client service. As a Client Relationship Specialist, you will be responsible for building and maintaining strong relationships with our...
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Insurance Growth Specialist
4 weeks ago
Newport Beach, California, United States SmartFinancial , Inc. Full timeAbout SmartFinancial, Inc.We are a leading insurance marketplace connecting millions of shoppers to our network of insurance partners. As an Account Manager at SmartFinancial, you'll be at the heart of our commitment to helping insurance agents thrive.Competitive CompensationA competitive annual base salary of $68,640 plus uncapped commissions and...
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Luxury Client Insurance Specialist
4 weeks ago
Newport Beach, California, United States Jobot Full timeJob SummaryWe are seeking a skilled Luxury Client Insurance Specialist to join our team at Jobot. The successful candidate will be responsible for managing and servicing high net worth client accounts, providing expert advice and customized insurance solutions for their personal lines portfolios.About the RoleThe Personal Lines Account Manager is a key...
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Strategic Financial Relationship Builder
4 weeks ago
Newport Beach, California, United States Bank of America Full timeJob Title: Strategic Financial Relationship Builder Location: Newport Beach, CAAbout the Role: We are seeking a highly skilled Strategic Financial Relationship Builder to join our team at Bank of America. As a key member of our Global Commercial Banking division, you will be responsible for providing expert financial solutions to complex clients and...
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Vendor Relationship Strategist
1 week ago
Newport Beach, California, United States Best Choice Products Full timeThis is an exciting opportunity to join our team as a Global Vendor Management Specialist at Best Choice Products. As a member of our Vendor Management Team, you will play a critical role in driving top and bottom-line results by building and maintaining strong relationships with key vendors across multiple categories.Job Description:Maintain and grow...
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Lead Commercial Banking Relationship Developer
2 weeks ago
Newport Beach, California, United States BMO Financial Group Full timeJob SummaryWe're seeking a highly motivated and experienced Commercial Banking Relationship Manager to join our team. As a key member of our Liquidity Specialty Group, you'll be responsible for developing new business and managing key client relationships.Responsibilities:Develops new business by contacting prospects and clients, and by cross-selling Bank...
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Insurance Claims Administrator
1 week ago
Newport Beach, California, United States Jobot Full timeJob Title: Insurance Claims AdministratorThe company Jobot is seeking a highly organized and detail-oriented Insurance Claims Administrator to join their team. This individual will be responsible for processing renewal certificates of insurance, data entry in the agency management system, and policy processing. The ideal candidate will have proficiency in...
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Commercial Relationship Lead
1 week ago
Newport Beach, California, United States Bank of Montreal Full timeJob OverviewWe are seeking an experienced Commercial Relationship Lead to join our team in Newport Beach, CA. As a key member of our commercial banking group, you will be responsible for developing and maintaining strong relationships with clients, driving business growth, and providing exceptional customer service.About the RoleThis is a full-time position...
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Senior Relationship Banker
1 week ago
Newport Beach, California, United States Bank of America Full timeJob Title: Senior Relationship BankerThis role is responsible for providing expert financial solutions to complex clients and prospects in the Global Commercial Banking division. As a primary point of contact, you will acquire, deepen, and maintain profitable relationships with clients across various industries.Key Responsibilities:Manage an extensive...
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Insurance Representative
2 days ago
Newport Beach, California, United States FLORIBEL FERREIRA - State Farm Agent Full timeJob DescriptionWe are seeking an Insurance Account Representative to join our team at FLORIBEL FERREIRA - State Farm Agent. As a vital member of our daily business operations, you will help grow our agency through meaningful customer relations by acting as a liaison between customer needs and agency.Responsibilities:Sales Support & Customer Service:Prepare...