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Insurance Onsite client service associate

30 client service associate jobs found

Professional Diversity Network
Mar 18, 2026  
Client Service Associate - Wealth Management (Hybrid)
NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. Summary of the Role: As a Client Services Associate, you will develop long-term positive relationships with our clients both by getting to know them personally, as well as handling all their account servicing needs with ease. Whether someone needs help with a big project or a small question, they will feel confident calling you because you are friendly, capable, and reliable. When you own a task, you follow it through to the very end. You have a thorough understanding of financial terms, offerings, processes, and resources, and know how to tailor those...
Professional Diversity Network South Jordan, UT, USA Full-Time
Professional Diversity Network
Feb 26, 2026  
Insurance Representative
Redwood Credit Union Redwood Credit Union is looking for an Insurance Representative, who will provide inside insurance sales support and service to RCU Members and RCUIS insureds interacting by phone, email or through virtual methods. The ideal individual is eager to build relationships by following-up on warm insurance sales leads and providing day-to-day servicing of clients or potential clients. Responsibilities to include addressing various coverage issues, handling inside service and sales work associated with existing polices, all endorsement activity, routine coverage questions, problem solving, renewals, and the binding of policies. Key Responsibilities Service: * Provide exceptional customer service to all internal and external customers. * Follow up with Members referred to the insurance agency by branch, Member Service Center, or other departments to assist with insurance needs. * Quote and bind new policies from leads or from existing insurance book. *...
Professional Diversity Network Santa Rosa, CA, USA Full-Time
Professional Diversity Network
Mar 11, 2026  
Senior Commercial Insurance Analyst - Remote
CSAA Insurance Group We're Mobilitas, a commercial insurance company created by CSAA Insurance Group. Our mission is to reinvent commercial insurance in the mobility space to offer our partners innovative solutions for today's way of doing business. At Mobilitas, we believe in what's possible and we use our inventive skills to meet the demands of modern mobility with exceptional service. We're looking for motivated, innovative individuals who think big, move fast and are dedicated to creating a company from the ground up, without the constraints of a traditional insurance company. We're excited to push the boundaries of commercial insurance and are looking for enthusiastic team members to help us reimagine insurance. We are actively hiring for a Senior Commercial Insurance Analyst - Remote ! Your Role: As a Senior Commercial Insurance Analyst , you will support the overall business strategy by performing analysis to provide data informed decisions. You will formulate...
Professional Diversity Network AZ Full-Time
Professional Diversity Network
Mar 18, 2026  
Associate Client Advocate (Remote)
NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. Summary of Role: This is a full-time position, working with the Benefits Administration and Claims Advocacy teams and reporting directly to the AVP, Benefit Administration. The position requires day to day claims advocacy for multiple clients. Claim Advocates are expected to provide excellent customer service each day, handle standard claims issues for clients and their employees and provide senior team members with assistance complex appeals as needed. ***For local applicants, the role will follow a hybrid schedule during the training period and...
Professional Diversity Network Montgomery, AL, USA Full-Time
Professional Diversity Network
Mar 18, 2026  
Associate Client Advocate (Remote)
NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. Summary of Role: This is a full-time position, working with the Benefits Administration and Claims Advocacy teams and reporting directly to the AVP, Benefit Administration. The position requires day to day claims advocacy for multiple clients. Claim Advocates are expected to provide excellent customer service each day, handle standard claims issues for clients and their employees and provide senior team members with assistance complex appeals as needed. ***For local applicants, the role will follow a hybrid schedule during the training period and...
Professional Diversity Network Atlanta, GA, USA Full-Time
Professional Diversity Network
Mar 18, 2026  
Associate Client Advocate (Remote)
NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. Summary of Role: This is a full-time position, working with the Benefits Administration and Claims Advocacy teams and reporting directly to the AVP, Benefit Administration. The position requires day to day claims advocacy for multiple clients. Claim Advocates are expected to provide excellent customer service each day, handle standard claims issues for clients and their employees and provide senior team members with assistance complex appeals as needed. ***For local applicants, the role will follow a hybrid schedule during the training period and...
Professional Diversity Network Montpelier, VT, USA Full-Time
Professional Diversity Network
Mar 18, 2026  
Associate Client Advocate (Remote)
NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. Summary of Role: This is a full-time position, working with the Benefits Administration and Claims Advocacy teams and reporting directly to the AVP, Benefit Administration. The position requires day to day claims advocacy for multiple clients. Claim Advocates are expected to provide excellent customer service each day, handle standard claims issues for clients and their employees and provide senior team members with assistance complex appeals as needed. ***For local applicants, the role will follow a hybrid schedule during the training period and...
Professional Diversity Network Providence, RI, USA Full-Time
Professional Diversity Network
Mar 18, 2026  
Associate Client Advocate (Remote)
NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. Summary of Role: This is a full-time position, working with the Benefits Administration and Claims Advocacy teams and reporting directly to the AVP, Benefit Administration. The position requires day to day claims advocacy for multiple clients. Claim Advocates are expected to provide excellent customer service each day, handle standard claims issues for clients and their employees and provide senior team members with assistance complex appeals as needed. ***For local applicants, the role will follow a hybrid schedule during the training period and...
Professional Diversity Network Harrisburg, PA, USA Full-Time
Professional Diversity Network
Mar 18, 2026  
Associate Client Advocate (Remote)
NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. Summary of Role: This is a full-time position, working with the Benefits Administration and Claims Advocacy teams and reporting directly to the AVP, Benefit Administration. The position requires day to day claims advocacy for multiple clients. Claim Advocates are expected to provide excellent customer service each day, handle standard claims issues for clients and their employees and provide senior team members with assistance complex appeals as needed. ***For local applicants, the role will follow a hybrid schedule during the training period and...
Professional Diversity Network Columbus, OH, USA Full-Time
Professional Diversity Network
Mar 18, 2026  
Associate Client Advocate (Remote)
NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. Summary of Role: This is a full-time position, working with the Benefits Administration and Claims Advocacy teams and reporting directly to the AVP, Benefit Administration. The position requires day to day claims advocacy for multiple clients. Claim Advocates are expected to provide excellent customer service each day, handle standard claims issues for clients and their employees and provide senior team members with assistance complex appeals as needed. ***For local applicants, the role will follow a hybrid schedule during the training period and...
Professional Diversity Network Lansing, MI, USA Full-Time
Professional Diversity Network
Mar 18, 2026  
Associate Client Advocate (Remote)
NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. Summary of Role: This is a full-time position, working with the Benefits Administration and Claims Advocacy teams and reporting directly to the AVP, Benefit Administration. The position requires day to day claims advocacy for multiple clients. Claim Advocates are expected to provide excellent customer service each day, handle standard claims issues for clients and their employees and provide senior team members with assistance complex appeals as needed. ***For local applicants, the role will follow a hybrid schedule during the training period and...
Professional Diversity Network Baton Rouge, LA, USA Full-Time
Professional Diversity Network
Mar 18, 2026  
Associate Client Advocate (Remote)
NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. Summary of Role: This is a full-time position, working with the Benefits Administration and Claims Advocacy teams and reporting directly to the AVP, Benefit Administration. The position requires day to day claims advocacy for multiple clients. Claim Advocates are expected to provide excellent customer service each day, handle standard claims issues for clients and their employees and provide senior team members with assistance complex appeals as needed. ***For local applicants, the role will follow a hybrid schedule during the training period and...
Professional Diversity Network Phoenix, AZ, USA Full-Time
Professional Diversity Network
Mar 07, 2026  
Associate Wealth Advisor
Delta Community Credit Union Position Associate Wealth Advisor Job Code-8406 req5692 Peachtree City (Wisdom Rd) Full Time Click here to watch the brief video "A Day In The Life at Delta Community Retirement & Investment Services. Job Description Create your success story at Delta Community Credit Union - where opportunity meets purpose. Through our commitment to excellence, Delta Community has received numerous industry awards and earned the trust and loyalty of our employees, members and the metro Atlanta community. We value talent, encourage growth and keep community at the heart of everything we do. That's why we're one of Atlanta's Best Places to Work! Whether you're starting your professional journey or navigating the next step in your career, we invite you to join the Delta Community Credit Union team. Overview Delta Community Credit Union is looking for a lifelong learner and proven leader who thrives on helping clients take meaningful action toward...
Professional Diversity Network GA Full-Time
Professional Diversity Network
Feb 21, 2026  
Complex Director, Ameriprise Financial Advisors - OR/WA Complex
Ameriprise Financial The Complex Director seeks to drive profitable multi-office growth across the Oregon and Washington State geography (i.e., complex) by creating a compelling business plan emphasizing profitable growth through effective management of P&L, implementing sound strategy and growth through advisor and client acquisition, retention, tenure, and productivity. The Complex Director will drive revenue and asset growth, effectively segmenting the needs and prioritizing the opportunities of the complex, developing high-performing branch and associate managers, and optimizing resources across the complex including strong partnerships across the operations team. Key Responsibilities Accountable for own branch and branches within the Oregon and Washington State complex. Lead branch and associate managers, advisors, and build strong partnerships with operations staff and other resources that support the complex. Lead from the front by demonstrating effective...
Professional Diversity Network Portland, OR, USA Full-Time
Professional Diversity Network
Feb 21, 2026  
Complex Director, Ameriprise Financial Advisors - OR/WA Complex
Ameriprise Financial The Complex Director seeks to drive profitable multi-office growth across the Oregon and Washington State geography (i.e., complex) by creating a compelling business plan emphasizing profitable growth through effective management of P&L, implementing sound strategy and growth through advisor and client acquisition, retention, tenure, and productivity. The Complex Director will drive revenue and asset growth, effectively segmenting the needs and prioritizing the opportunities of the complex, developing high-performing branch and associate managers, and optimizing resources across the complex including strong partnerships across the operations team. Key Responsibilities Accountable for own branch and branches within the Oregon and Washington State complex. Lead branch and associate managers, advisors, and build strong partnerships with operations staff and other resources that support the complex. Lead from the front by demonstrating effective...
Professional Diversity Network Seattle, WA, USA Full-Time
Professional Diversity Network
Jan 28, 2026  
Financial Services Associate
Manatt, Phelps & Phillips, LLP Job Description Manatt, Phelps & Phillips, LLP is seeking a highly qualified associate with four or more years of substantive corporate finance transactions experience to join our financial services practice. Ideal candidates will have in-depth financial services experience, focusing on corporate transactional and regulatory work involving both new and established companies in the token, digital & technology, blockchain and cryptocurrency space. The position will concentrate on matters involving blockchain as well as venture financings, digital assets, payments, lending, fund formation, alternative lending, regulatory enforcement work, and counseling clients on process and compliance matters. This is an exciting opportunity to represent emerging and growth-stage companies at the forefront of the financial services industry's digital transformation, as well as traditional financial and technology companies seeking to enter the...
Professional Diversity Network Washington, DC, USA Full-Time
Professional Diversity Network
Jan 28, 2026  
Financial Services Associate
Manatt, Phelps & Phillips, LLP Job Description Manatt, Phelps & Phillips, LLP is seeking a highly qualified associate with four or more years of substantive corporate finance transactions experience to join our financial services practice. Ideal candidates will have in-depth financial services experience, focusing on corporate transactional and regulatory work involving both new and established companies in the token, digital & technology, blockchain and cryptocurrency space. The position will concentrate on matters involving blockchain as well as venture financings, digital assets, payments, lending, fund formation, alternative lending, regulatory enforcement work, and counseling clients on process and compliance matters. This is an exciting opportunity to represent emerging and growth-stage companies at the forefront of the financial services industry's digital transformation, as well as traditional financial and technology companies seeking to enter the...
Professional Diversity Network New York, NY, USA Full-Time
Professional Diversity Network
Mar 18, 2026  
Senior Risk Associate
Capital One Senior Risk Associate As a Senior Risk Associate for Capital One's Operational Risk Analytics, Innovation, and Reporting team, you will apply your strong communication skills, analytical expertise, and business knowledge to our highest profile programs and processes across Risk Management. You will collaborate with a team of risk leaders, analysts, technology, and data partners in support of our risk reporting, risk appetite assessment, and metric governance execution. The Operational Risk Analytics, Innovation, and Reporting team plays a key role in analyzing and reporting Capital One's operational risk performance to Senior Executives and the Board. The team is responsible for delivering structured reporting to Risk Executives, as well as developing data-driven insights to inform strategic risk management decisions and practices. The Senior Risk Associate will also support other key risk reporting activities (e.g. risk identification and aggregation, metric...
Professional Diversity Network Richmond, VA, USA Full-Time
Professional Diversity Network
Mar 18, 2026  
Senior Risk Associate
Capital One Senior Risk Associate As a Senior Risk Associate for Capital One's Operational Risk Analytics, Innovation, and Reporting team, you will apply your strong communication skills, analytical expertise, and business knowledge to our highest profile programs and processes across Risk Management. You will collaborate with a team of risk leaders, analysts, technology, and data partners in support of our risk reporting, risk appetite assessment, and metric governance execution. The Operational Risk Analytics, Innovation, and Reporting team plays a key role in analyzing and reporting Capital One's operational risk performance to Senior Executives and the Board. The team is responsible for delivering structured reporting to Risk Executives, as well as developing data-driven insights to inform strategic risk management decisions and practices. The Senior Risk Associate will also support other key risk reporting activities (e.g. risk identification and aggregation, metric...
Professional Diversity Network McLean, VA, USA Full-Time
Professional Diversity Network
Mar 18, 2026  
Patient Access Specialist
Apex Systems, Inc. Job#: 3022891 Job Description: General Duties: * Accountable for maintaining a working relationship with clinical partners to ensure open communications between clinical, ancillary, and patient access departments, which enhances the patient experience * Provides timely and continual coverage of assigned work area in order to offer prompt patient service and availability for all clinical partner registration needs. Arranges relief coverage during extended time away from assigned registration area * Meets and exceeds productivity standards determined by department leadership * Meets attendance and punctuality requirements. Maintains schedule flexibility to meet department needs. Exhibits effective time management skills by monitoring time and attendance to limit use of unauthorized overtime * If applicable to facility, provides coverage for PBX (Switchboard) as needed, which includes: full shifts, breaks, and any scheduled/ unscheduled coverage...
Professional Diversity Network Denver, CO, USA
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