16 client service associate jobs found

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. *...

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...

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...

NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. 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. Job Summary: As an Account Analyst ( title subject to change ) , you will participate in a structured training program designed to build foundational knowledge of Property & Casualty insurance, including business verticals, coverages, and client types. You will collaborate closely with our Account Managers and Account Executives in delivering exceptional client service, managing daily workflows, and completing operational tasks. This role is ideal for emerging talent and offers an excellent entry...

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...

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...

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...

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...

NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. 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: The Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires supporting them in the day-to-day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager I will work with senior team members to manage the renewal and marketing process and prepare materials for presentations and communications. While in this role,...

First Horizon National Corporation Location: On site at location(s) listed on job posting. Schedule: Monday through Friday, 8:00AM to 5:00PM Summary The Credit Analyst, Sr position provides high level analytical support in underwriting/analyzing commercial credit facilities and assisting Portfolio Managers and Relationship Managers in managing customer relationships. A Senior CA will be expected to provide credit analysis support for assigned lending relationships. The position also provides mentoring and guidance to other Credit Analysts as it relates to lending guidelines, and underwriting standards. The ideal candidate works well in a team-focused setting and is comfortable balancing competing priorities in a deadline driven environment. Key Responsibilities Include Interpret financial statements and provide financial analysis support utilized in underwriting complex C&I loans. Work proactively to ensure production is prioritized appropriately and...

First Horizon National Corporation Location: On site in Nashville, TN First Horizon Bank Operations is on a mission to deliver a seamless customer experience. We are passionate about doing things right and doing the right things. We collaborate with each other and with our internal business partners to delight our customers. We believe in creating an environment where everyone’s ideas are valued so that the team operates at its best. Our team members serve with humility and a deep commitment to their responsibility to be the best at serving their customers one opportunity at a time. SUMMARY The primary responsibility of the Corporate Security Investigator is to process incoming and outgoing fraud claims and document cases from the assigned markets. ESSENTIAL DUTIES AND RESPONSIBILITIES Investigating internal and external frauds and/or forgery cases and documenting and maintaining case files on investigations. Investigates difficult investigations consisting of...

New York Life Insurance Company Location Designation: Hybrid - 3 days per week We are seeking an experienced QA Test Engineering Lead to lead quality assurance for the Claims & Money Movement train within the Service Experience value stream. This role is responsible for defining and driving the endtoend quality strategy across complex, highly integrated servicing platforms that support claims processing, payments, disbursements, and financial transactions. As a QA lead, you will operate as a train-level quality leader, partnering closely with Product Owners, Development Managers, Solution Leads, and Architects to ensure the delivery of highquality, compliant, and scalable solutions. You will set testing direction, advance automation and AIenabled quality capabilities, mentor QA engineers, and ensure consistent adoption of quality standards across multiple Agile teams. What You'll Do: QA Leadership & Strategy Own and lead the train-level QA strategy for...

New York Life Insurance Company Location Designation: Hybrid - 3 days per week The Head of Claims & Benefits Operations, will drive operational excellence within Claims & Benefits and lead enterprise-wide service execution across Service Operations. This leader is accountable for the end-to-end performance of a large, complex organization of claims professionals, including the Claims Contact Center, Life Claims, Annuity Claims, and Waiver of Premium Claims. The organization is responsible for paying approximately $5 billion in claims annually and plays a critical role in delivering on New York Life's promise to policyholders and beneficiaries during pivotal life moments. As a core member of the Service Operations Senior Leadership Team, this role guides and supports overall service strategy and execution, partnering closely with Service Experience, Technology, Risk, Compliance, Finance, and Field leadership to deliver a unified, customer-first service model....

Ameriprise Financial About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Job Description The Director, Investment Management Analysis will play a critical role in shaping and executing the investment strategy for Ameriprise's Owned Assets portfolio. This position is critical to the...

New York Life Insurance Company Location Designation: Hybrid - 3 days per week Role Overview: As a Senior Associate within New York Life's Institutional Retirement Income Solutions team, you'll play a key role in driving growth across two of the company's strategic business segments: Defined Contribution (DC) Retirement Income and Pension Risk Transfer (PRT). This is a unique opportunity to work at the intersection of product strategy, market analysis, and business development in a rapidly evolving retirement landscape. You'll support strategic initiatives, contribute to competitive positioning, and help shape how New York Life delivers retirement security to plan sponsors and participants. Your analytical mindset and collaborative approach will directly support the team's mission to expand NYL's presence in the institutional retirement market. What You'll Do: Support PRT product management activities, including pricing coordination, case support, process...

Redwood Credit Union Redwood Credit Union is looking for an External Mortgage Loan Officer, who will market and originate Redwood Credit Union (RCU) first and second lien loan products primarily from newly developed and previously established external sources of business to substantially contribute to the organization's residential loan growth. Responsible for deepening prospective and existing member profiles by having a solid understanding of the full suite of lending products available and by initiating cross lending referrals that are outside of residential originations. Key Responsibilities External Loan Originations/Pipeline Management: * Provide exceptional member service at all times via all lines of communication while adhering to RCU standards of service. * Independently source and develop new referral relationships that will mutually benefit RCU and its Members while strongly enhancing mortgage lending origination goals. * Actively grow previously...