Client Consultant
2 days ago
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
- 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
-
Senior Client Consultant
4 weeks ago
Oak Park, Illinois, United States Shaker Recruitment Marketing Full timeJob DescriptionAt Shaker Recruitment Marketing, we're on a mission to connect people with jobs. As a Senior Client Consultant, you'll be the frontline of our organization, responsible for mid to large enterprise account engagement, development, and overall satisfaction.Key ResponsibilitiesManage day-to-day client relationships and build strong relationships...
-
Senior Client Consultant
1 week ago
Oak Park, Illinois, United States Shaker Recruitment Marketing Full timeJob 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...
-
Client Service Consultant
4 weeks ago
Clifton Park, United States GTM Payroll Services Full timeAre you a skilled communicator with a knack for navigating challenging situations? Are you ready to provide unparalleled service to households in need of solutions? Join our growing Household Services team as a Client Services Consultant and make an impact on our clients' lives in real time. About the Role: As a Client Services Consultant, you will be the...
-
Client Accounting Consultant
5 days ago
Deer Park, United States Goodwin Recruiting Full timeJob 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
1 month ago
Oak Park, United States Shaker Recruitment Marketing Full timeCompany 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...
-
Client Relationship Consultant
1 month ago
Park Forest, Illinois, United States U.S. Bank Full timeJob DescriptionAt U.S. Bank, we're committed to delivering exceptional customer experiences and building strong relationships with our clients. As a Client Relationship Consultant, you'll play a critical role in achieving this goal.Key ResponsibilitiesBuild and maintain strong relationships with clients through proactive outreach and follow-upAssess and...
-
Client Relationship Consultant
1 week ago
Park City, Utah, United States U.S. Bank Full timeJob 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...
-
Branch Banking Client Consultant
2 weeks ago
Franklin Park, United States Flagstar Bank Full timeJob Title: Branch Banking Client Consultant IIAt Flagstar Bank, we are seeking a highly skilled Branch Banking Client Consultant II to provide exceptional client experience by resolving concerns and providing product details that meet the financial needs of our clients.Key Responsibilities:Support team efforts to achieve growth targets in financial...
-
Client Relationship Consultant
4 weeks ago
Oak Park, Illinois, United States U.S. Bank Full timeJob DescriptionAt U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our clients, providing them with expert advice and guidance to help them make informed financial decisions.Key ResponsibilitiesBuild and maintain...
-
Financial Consultant
5 days ago
Fairview, United States Fisher Investments Full timeDo 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 days ago
Fairview, United States Fisher Investments Full timeAre 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...
-
Branch Banking Client Consultant
1 week ago
Ozone Park, New York, United States Flagstar Bank Full timeJob 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...
-
Client Relationship Consultant
1 month ago
Hot Springs National Park, Arkansas, United States U.S. Bank Full timeJob DescriptionAt U.S. Bank, we're committed to delivering exceptional customer experiences. As a Client Relationship Consultant, you'll play a vital role in building strong relationships with our customers, providing personalized guidance and support to help them achieve their financial goals.Key Responsibilities:Build and maintain relationships with...
-
Branch Banking Client Consultant II
5 days ago
Ozone Park, New York, United States Flagstar Bank Full timeJob 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...
-
IT Consultant
2 weeks ago
Park City, Utah, United States Executech Full timeJob 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 days ago
Overland Park, Kansas, United States Matrix Absence Management Full timeJob 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
1 month ago
Overland Park, United States Jobot Consulting Full timeWant 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...
-
Energy Consultant
4 weeks ago
Park Ridge, United States NUS Consulting Group Full timeEnergy ConsultantNUS Consulting Group is an international energy management and sustainability consultancy specializing in providing services and solutions to domestic and international commercial and industrial organizations.With a global team of over 350 professionals, NUS Consulting Group manages annual energy expenditures of more than $7bn per annum on...
-
Energy Consultant
1 month ago
Park Ridge, United States NUS Consulting Group Full timeEnergy ConsultantNUS Consulting Group is an international energy management and sustainability consultancy specializing in providing services and solutions to domestic and international commercial and industrial organizations.With a global team of over 350 professionals, NUS Consulting Group manages annual energy expenditures of more than $7bn per annum on...
-
Beauty Consultant
2 weeks ago
Canoga Park, California, United States LVMH Full timeJob Title: Beauty ConsultantAbout the Role:As a Beauty Consultant at Sephora, you will be responsible for providing personalized beauty consultations to clients, helping them discover the power of beauty and creating a welcoming and inclusive environment for all clients.Key Responsibilities:* Provide personalized beauty consultations to clients* Demonstrate...