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Client associate Jobs in Cincinnati, OH

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Client associate • cincinnati oh

Last updated: 2 days ago

Associate Client Service Manager

HylantCincinnati, Ohio
Full-time

The Associate Client Service Manager is responsible for external support to clients for an assigned book of business, ensuring service levels produce a positive experience for clients resulting in ...Show more

Licensed Client Service Associate

H Cap Connect, LLCCincinnati, OH, USA
Full-time

Senior Client Service Specialist.Full-Time | Primarily In-Office (Hybrid option available after training: 1–2 days/week).A well-established financial services firm in Cincinnati is seeking an exper...Show more

Client Service Associate

Edelman Financial EnginesCincinnati, OH, United States
Full-time

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.We believe that every dollar saved represents a lifetime of hard work and aspiration...Show more

Licensed Client Service Associate

H Cap Connect LLCCincinnati, OH, United States
Full-time

Senior Client Service Specialist.Schedule: Full-Time | Primarily In-Office (Hybrid option available after training: 12 days/week).A well-established financial services firm in Cincinnati is seeking...Show more

Associate Client Service Manager

FidelityCovington, KY, United States
Full-time

Associate Client Service Manager.Note: Fidelity will not provide immigration sponsorship for this position.The Associate Client Service Manager (CSM) is part of the Client Service Management, DC Pl...Show more

Client Service Coordinator - 002344

Banfield Pet HospitalNewport KY
Full-time +1

If you are a current associate, you will need to apply through our internal career site.Please log into Workday and click on the Jobs Hub app or search for Browse Jobs.Client Service Coordinator SU...Show more

Client Service Associate

GallagherCincinnati, Ohio
Full-time

We are looking for a Personal Lines Client Service Associate to join our growing team.This role is perfect for someone who is detail-oriented, organized, and enjoys working in a collaborative envir...Show more

Associate Client Service Manager

HylantCincinnati, OH, United States
Full-time

Associate Client Service Manager.The Opportunity: The Associate Client Service Manager is responsible for external support to clients for an assigned book of business, ensuring service levels produ...Show more

Associate Client Service Manager - Commercial Lines

Arthur J Gallagher & CoCincinnati, OH, United States
Full-time

Associate Client Service Manager.At Gallagher, our Cincinnati, Ohio office is looking for an Associate Client Service Manager to join our Commercial team.In this role, you'll lead efforts to delive...Show more

Treasury Client Maintenance Coordinator

US BankCincinnati, OH, United States
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show more

Client Consultant

Alpine Legacy GroupCovington, KY, US
Full-time

At Alpine Legacy Group, we believe in people — their stories, their goals, and their potential.We help protect families, nurture leaders, and build meaningful careers grounded in integrity, growth,...Show more

Premier Client Advisor

USI Insurance ServicesCincinnati, OH
Full-time

Responsible for servicing and managing client accounts and the retention of assigned Tier 1 Premier clients.Activities include, but not limited to renewal marketing, handling client questions and r...Show more

Client Value Analyst

BakerHostetlerCincinnati, OH, United States
Full-time

Our Finance/Accounting department has an excellent remote opportunity for a Client Value Analyst.This is an exempt position that reports to the Manager of Client Value and Practice Economics.The Cl...Show more

Client Development Specialist

TerraconCincinnati, OH
Full-time

Actively search for new business opportunities for engineering consulting department, office or division.Develop and foster long-term client relationships.Utilize contacts in appropriate profession...Show more

Client Operations & Marketing Lead

KillerSpots AgencyCincinnati, OH, US
Full-time
Quick Apply

Cincinnati, OH (In-Office Required) Employment Type: Full-Time Reports to: CEO Industry: Marketing / Advertising Agency Role Overview We are a growing marketing agency seeking a Client Operations &...Show more

Remote Client Strategy Advisor

AILCincinnati, OH, US
Remote
Full-time
Quick Apply

Globe Life AO is hiring professionals who are ready for stronger career growth, leadership opportunities, and the flexibility of working from home.In this role, you’ll connect with individuals who ...Show more

Treasury Client Maintenance Coordinator

U.S. BankCincinnati, OH, United States
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show more

Registered Private Wealth Client Associate

Bank of AmericaCincinnati, OH, United States
Full-time

Job Opportunity At Merrill Wealth Management.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ...Show more

Client Specialist, Employee Benefits

5H2 Hub International Midwest LimitedCincinnati, OH
Full-time

HUB International is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products an...Show more

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Associate Client Service Manager

Associate Client Service Manager

HylantCincinnati, Ohio
30+ days ago
Job type
  • Full-time
Job description

Description

The Opportunity: The Associate Client Service Manager is responsible for external support to clients for an assigned book of business, ensuring service levels produce a positive experience for clients resulting in client retention while building long term relationships with our clients. In This Role You Will Execute On:
  • Serve as the lead service contact to clients for assigned book of business. This includes oversight of all client service needs and ensuring support team engagement including responsiveness, deadlines and escalation needs.
  • Manage client renewal process ensuring all necessary activities are completed and meet appropriate timing and quality standards.
  • In collaboration with sales staff, direct onboarding of new clients ensuring client files and agency management system information is thorough and accurate.
  • Maintain a 96% or higher client retention ratio while also consistently working to pursue opportunities for growth within the existing book of business.
  • Maintain and enhance relationships with clients, carrier partners, vendors, internal teams and other stakeholders to strengthen relationships with the Hylant team and promote long term partnerships.
  • Support business growth through account rounding efforts; assess business and human capital to identify risks or gaps in coverage; identify, design, communicate and implement cost effective Property and Casualty solutions to cover risk appropriately. This includes pre-qualifying, reviewing, identifying, and procuring coverages along with focus on gathering business intelligence and managing risk assessment.
  • Lead Client Engagement Strategy (CES) for assigned clients providing oversight and driving client engagement at a "best practice" level.
  • Serve as a back-up at all support levels as needed.
  • Maintain and grow insurance knowledge through education opportunities and pursuit of designation(s) as appropriate.
  • Perform other duties and special projects as assigned.
In This Role You’ll Need:
  • Bachelor’s degree business, insurance, risk management, or similar field of study. Equivalent combination of education and work experience may be considered.
  • Three (3) or more years of insurance client service experience.
  • Active Property & Casualty License
  • Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook)
  • CIC or CRM Designation encouraged
  • Excellent attention to detail, oral and written communication skills
  • Ability to work well in a team environment.