Client Consultant

3 weeks ago


Fairview Park, United States Creative Financial Staffing Full time
Client Consultant


About the Role:

This position will primarily support their Senior Client Consultants with client service support and will provide a long-term career opportunity for growth within their unique PAE practice. The responsibilities include working closely as a team with the Senior Client Consultants in processing the incoming daily mail, entering and scanning insurance policy transactions, preparing insurance policy invoices and automobile ID cards through their client database system (EPIC), managing new and existing clients' insurance programs while proactively working without clients' sports agents, attorneys and financial.

Responsibilities:
  • Thoroughly evaluate accounts to determine if they meet established underwriting guidelines
  • Ensure compliance to program guidelines
  • Prepare/finalize referrals as required for carrier approval
  • Evaluate and prepare loss analysis
  • Be able to price risks based upon supporting documentation

Education and requirements:

  • High School Diploma or equivalent
  • Office work - 1 year
Key Competencies:
  • Critical-thinking and analytical skills
  • Proven ability to multi-task and simultaneously handle multiple projects with deadlines
  • Excellent verbal and written skills
  • Detailed organizational and documentation skills
  • self-motivated and ability to work independently to complete assigned work

Salary and Benefits:
  • $45,000 - 5 days a week
  • In- Office located in Fairview Park, Ohio
  • 401(k) matching
  • Great benefits and PTO

#Clientconsultant #CFS #In-Office

  • Oak Park, Illinois, United States Shaker Recruitment Marketing Full time

    Job DescriptionThe Senior Client Consultant is a key role in our organization, responsible for managing mid to large enterprise accounts and ensuring client satisfaction. This individual will serve as the primary point of contact for clients, building strong relationships and identifying new opportunities for collaboration.Key Responsibilities:Manage...


  • Deer Park, United States Goodwin Recruiting Full time

    Job DescriptionJob DescriptionTo Apply for this Job Click HereWe are seeking a dynamic and experienced Client Accounting Consultant to lead high-impact consulting projects within Controllership, Treasury, and Financial Planning & Analysis (FP&A). This role offers an exciting opportunity to make significant contributions in a challenging yet rewarding...

  • Sr. Client Consultant

    2 months ago


    Oak Park, United States Shaker Recruitment Marketing Full time

    Company Description What we do at Shaker matters. We help to connect people with jobs. A recruitment marketing pioneer since 1951, Shaker is a full-service agency specializing in highly customized communications and strategies for attracting and retaining the right talent...in the right places, with the right messages. That takes smarts and creativity. Ideas...


  • Park City, Utah, United States U.S. Bank Full time

    Job SummaryAs a Client Relationship Consultant at US Bank, you will be responsible for building and fostering relationships with clients through proactive outreach and follow-up. You will engage with clients via multiple channels, including in-person, by appointment, and virtually, to provide the best possible counsel while adapting a digital-first...

  • Financial Consultant

    4 weeks ago


    Fairview, United States Fisher Investments Full time

    Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...

  • Financial Consultant

    4 weeks ago


    Fairview, United States Fisher Investments Full time

    Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that...


  • Ozone Park, New York, United States Flagstar Bank Full time

    Job SummaryThe Branch Banking Client Consultant II provides exceptional client experiences by resolving concerns and offering tailored financial solutions that meet the unique needs of our clients. This role focuses on client management, retention, and introductions to key bank partners to ensure our clients have access to experts who can help them achieve...


  • Ozone Park, New York, United States Flagstar Bank Full time

    Job SummaryThe Branch Banking Client Consultant II provides exceptional client experiences by resolving concerns and offering tailored financial solutions that cater to the unique needs of our clients. This role focuses on client management, retention, and introductions to key bank partners to ensure our clients have access to experts who can help them...


  • Massapequa Park, United States Flagstar Bank Full time

    A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial...


  • Comstock Park, United States Flagstar Bank Full time

    A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial...

  • IT Consultant

    1 month ago


    Park City, Utah, United States Executech Full time

    Job OverviewExecutech is a leading IT consulting firm seeking a highly skilled IT Consultant to join our team. As a key member of our team, you will work closely with clients to understand their technology needs and provide expert guidance and support.Key Responsibilities:Evaluate and consult on IT environments to identify areas for improvementTroubleshoot...

  • Client Manager

    4 weeks ago


    Overland Park, Kansas, United States Matrix Absence Management Full time

    Job Responsibilities and RequirementsAccount ManagementWe are seeking a highly skilled Client Manager to join our team at Matrix Absence Management. As a Client Manager, you will be responsible for managing dedicated client accounts ranging from 500 to 2,000 lives. You will be the main contact for the client for ongoing service and will provide consultative...

  • Tax Consultant

    5 days ago


    overland park, United States Jobot Consulting Full time

    Want to learn more about this role and Jobot Consulting? Click our Jobot Consulting logo and follow our LinkedIn page!Job details100% Remote Tax Consulting Opportunity in Green Energy!!!This Jobot Consulting Job is hosted by John ArmelAre you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.Salary $100 - $150 per hourA Bit...

  • Tax Consultant

    2 months ago


    Overland Park, United States Jobot Consulting Full time

    Want to learn more about this role and Jobot Consulting? Click our Jobot Consulting logo and follow our LinkedIn page!Job details100% Remote Tax Consulting Opportunity in Green Energy!!!This Jobot Consulting Job is hosted by John ArmelAre you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.Salary $100 - $150 per hourA Bit...


  • Comstock Park, MI, United States Flagstar Bank Full time

    A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial...


  • Fairview Heights, Illinois, United States Guidehouse Full time

    Job SummaryWe are seeking a highly skilled IT Risk and Internal Audit Consultant to join our team at Guidehouse. As a key member of our team, you will support stakeholder engagement and technical delivery for efforts supporting a Department of Defense (DoD) client with IT controls audit/assessments, remediation, and other related support.Key...


  • Park Ridge, Illinois, United States Factory Mutual Insurance Company Full time

    Job SummaryFactory Mutual Insurance Company is seeking a highly skilled Business Risk Consultant to join our team. As a Business Risk Consultant, you will play a critical role in enhancing our relationships with clients, improving their senior and executive management's awareness of the resilience of key business drivers through quantitative analysis,...

  • Economic Consultant

    4 weeks ago


    Menlo Park, California, United States Cornerstone Research Full time

    Cornerstone Research is a leading economic and financial consulting firm that provides expert testimony and analysis in complex disputes and regulatory investigations.We work with a network of prominent academics and industry practitioners to deliver rigorous, state-of-the-art analysis and provide high-quality services to our clients.Our team of experts is...


  • Park Ridge, United States FM Corporation Full time

    FM is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk management and property insurance solutions. FM helps clients maintain continuity in their business operations by drawing upon state-of-the-art loss-prevention engineering and research; risk management...


  • Park Ridge, United States Factory Mutual Insurance Company Full time

    Overview : FM is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk management and property insurance solutions. FM helps clients maintain continuity in their business operations by drawing upon state-of-the-art loss-prevention engineering and research; risk...