Jobs
>
Cleveland

    Senior Client Advisor - Cleveland, United States - First Commonwealth Bank

    First Commonwealth Bank
    First Commonwealth Bank Cleveland, United States

    1 week ago

    Default job background
    Description

    As a Senior Client Advisor with First Commonwealth Insurance Agency, you are responsible for the retention of a book of business by providing highly professional sales support and client service to fully insured and/or self-funded clients while becoming the primary consultant and relationship manager of the Agency's premiere Benefits Consulting customers.

    You support the efforts to expand profitable, long-term client relationships by working strategically with Employee Benefits Sales, Account Management and applicable bank partners.

    You will assume select new business opportunities that have been developed by the Employee Benefits Sales area and oversee the implementation and ongoing relationship of the client.

    You continuously develop and follow service and performance standards necessary for the delivery of value services and solutions.

    Your role is to discover and analyze the situation, perform in-depth research, determine appropriate solutions, and properly assemble the team, products and services that fulfill the needs of the client to assist in the as needed.

    Essential Job Responsibilities_________________________________________


    • Provides highly professional delivery of sales support and client service while cross-selling and deepening the relationship with the Agency's premiere and most profitable clients.
    • Becomes the primary relationship manager and Benefits Consulting partner to the client.
    • Establishes and maintains strong relationships with Executive/C-Suite individuals who make the ultimate buying decisions for the employer. Creates & maintains awareness of the client's industry & business needs for awareness and delivery of appropriate solutions.
    • Oversees the quality of delivery in overall client service.
    • Assists in the research of industry-specific and/or client- specific information in preparation for prospect meetings.
    • Educates account management staff to integrate value-added philosophies into proposals, client interaction, and overall client management.
    • Coordinates with supervisor to maintain understanding of the expectations regarding relationship management of clients within the book of business.
    • Maintains relationships with carriers and other related companies that are critical to the function of the business strategy.
    • Analyzes problems and performs in-depth research in order to resolve complex client issues and makes recommendations to management as needed.
    • Effectively supports the efforts to expand profitable, long-term client relationships by working strategically with Employee Benefits Sales Team, Account Management and bank partners while providing exceptional, ongoing client service internally and externally.
    • Collaborates with the Employee Benefits Sales Team to identify and implement the most appropriate product(s) and service solutions for the client.
    • Ensures that updates to systems are consistent and current regarding client interaction and data specific information.
    • Supports executive management with non-specified duties and projects as necessary and requested.
    • Creates and maintains positive relationships with advisors, clients, bank partners and carrier representatives.
    • Works to ensure the retention of a specific Benefits Consulting client portfolio by working to create appropriate solutions and discovering and executing ways to deepen the relationship.
    • Coordinates and integrates with the Employee Benefits Sales Team and Account Management staff to carry out delivery of product(s) and/or service(s) to make the sale and/or renew and retain the business.
    • Identifies vendors that may deliver value added services beneficial to the risk management needs of our clients.
    • Coordinates and integrates with EB Sales Manager & Agency Development Manager to ensure that the methods of business operations are consistent with the needs of client base, carrier partners and FCIA's recordkeeping and reporting.
    Bona Fide Occupational Qualifications________________________________


    • An associate's degree or equivalent work experience.
    • A minimum of three (3) years of Insurance industry specific experience, including some management.
    • Current Insurance licensing (Life, Accident and Health, and/or Property and Casualty)
    • Proficiency in Microsoft Office, excellent communication and organization skills.
    • A valid driver's license and the ability to travel regionally across the First Commonwealth footprint.
    • May be eligible for Telecommuting.
  • Gries Financial Partners

    Client Advisor

    1 week ago

    Gries Financial Partners Cleveland, United States

    Client Advisor · Position Statement: The Client Advisor cultivates new investment and wealth management clients and works with existing GFP clientele implementing wealth management strategies. This position works with the entire team to consult and grow client portfolios while ai ...

  • Gries Financial LLC

    Client Advisor

    1 week ago

    Gries Financial LLC Cleveland, United States

    Client Advisor · Position Statement: The Client Advisor cultivates new investment and wealth management clients and works with existing GFP clientele implementing wealth management strategies. This position works with the entire team to consult and grow client portfolios while a ...

  • Citizens

    Private Client Financial Advisor

    2 weeks ago

    Citizens Cleveland, United States

    At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, youll deepen relationships with your clients by collaborating with peers across banking, lending an ...

  • Carnegie Investment Counsel

    Financial Planner/Client Advisor

    1 day ago

    Carnegie Investment Counsel Cleveland, United States

    Job Description · We are currently seeking qualified candidates to join Carnegie Investment Counsel (CIC) as a Financial Planner/Client Advisor in our Cleveland Office. The Financial Planner/Client Advisor will join a highly talented team of wealth management professionals who se ...

  • Carnegie Investment Counsel

    Financial Planner/Client Advisor

    23 hours ago

    Carnegie Investment Counsel Cleveland, United States

    Job Description · We are currently seeking qualified candidates to join Carnegie Investment Counsel (CIC) as a Financial Planner/Client Advisor in our Cleveland Office. The Financial Planner/Client Advisor will join a highly talented team of wealth management professionals who se ...

  • Carnegie Investment Counsel

    Financial Planner/Client Advisor

    5 days ago

    Carnegie Investment Counsel Cleveland, United States

    Job Description · We are currently seeking qualified candidates to join Carnegie Investment Counsel (CIC) as a Financial Planner/Client Advisor in our Cleveland Office. The Financial Planner/Client Advisor will join a highly talented team of wealth management professionals who s ...

  • Infinity Ventures

    Dual Study Program in Banking and Finance

    1 week ago

    Infinity Ventures Forest City, United States

    Are you looking to take on responsibility and build expertise in all relevant insurance and financial topics during your studies, laying the foundation for a promising future? Then you've come to the right place at Forest City. Your perspective with us includes: · - Supporting an ...

  • Citizens

    Private Client Financial Advisor

    1 day ago

    Citizens Mentor, United States

    At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, youll deepen relationships with your clients by collaborating with peers across banking, lending an ...

  • Citizens

    Private Client Financial Advisor

    2 weeks ago

    Citizens Mentor, United States

    At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending a ...

  • Citizens

    Private Client Financial Advisor

    3 days ago

    Citizens Mentor, United States

    At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending a ...

  • Citizens

    Private Client Financial Advisor

    1 week ago

    Citizens Mentor On The Lake, OH, United States

    · At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lendin ...

  • Innovative Refrigeration Systems

    Customer Success Manager

    5 days ago

    Innovative Refrigeration Systems Lyndhurst, United States

    **Customer Success Manager** · **Innovative Refrigeration Systems, Inc**. is looking for a results-oriented** Customer Success Manager** in Lyndhurst, VA. The **CSM** will act as the primary advocate for ongoing wellbeing of the customer after the sale has been closed. This perso ...

  • Peak Wealth Solutions

    Financial Advisor

    1 week ago

    Peak Wealth Solutions Cleveland, United States

    Peak Wealth Solutions is seeking a Financial Advisor to join our growing team and support our existing Advisors and clients. As we continue to grow and experience is gained, we expect this Advisor to step into a lead Financial Advisor responsible for leading client relationships. ...

  • KeyCorp

    Part Time Teller 25hrs

    6 days ago

    KeyCorp Cleveland, United States Part time

    Location:15000 St Clair Avenue - Cleveland, Ohio 44110 Job Summary. Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. As a Teller, you provide excellent client service by welcoming both new an Teller, Part Time, Business, ...

  • Vantage Financial

    Experienced Financial Advisor

    1 week ago

    Vantage Financial Cleveland, United States

    Help your clients with their financial goals, while you create a stronger future for yourself as a Financial Advisor with Vantage Financial Group, Inc & Cetera Advisor Networks LLC. You will provide financial planning, financial advice, investment management service and guidance ...

  • Center of Workforce Innovations

    Career Advisor

    1 week ago

    Center of Workforce Innovations Portage, United States

    TITLE: CAREER ADVISOR REPORTS TO: CENTER MANAGER · STATUS: Non-exempt · OVERVIEW · Career Advising and Case Management · - Collects information about clients, using interviews, case histories, observational techniques, and other assessment methods. · - Identifies programs and ser ...

  • Capstone Search Advisors

    Banking and Finance Attorney

    1 week ago

    Capstone Search Advisors Cleveland, United States

    Banking and Finance Attorney · Company: Capstone Search Advisors, in partnership with a National Law Firm · Location: Cleveland, OH · Capstone Search Advisors, in collaboration with a prestigious national law firm, is seeking a talented Banking and Finance Attorney to join their ...

  • Prudential Financial

    Financial Advisor

    4 days ago

    Prudential Financial Cleveland, United States

    Prudential Advisors is looking for an experienced financial professional in the Cleveland area that is interested in working with Prudential existing client's base. This exciting position will allow you to grow your career and business, helping the people and families that look t ...

  • Equitable Advisors

    Holistic Financial Coach

    6 days ago

    Equitable Advisors Cleveland, United States

    Equitable Advisors, The Opportunity for Women · The Holistic Financial Coach career is a relationship-driven role that provides the opportunity to help individuals and families make financial decisions towards living a fulfilled life. Equitable Advisors believe in teamwork, coll ...

  • Capstone Search Advisors

    Intellectual Property Associate

    1 day ago

    Capstone Search Advisors Cleveland, United States

    Capstone Search Advisors has partnered with a national law firm client in their search for an accomplished Intellectual Property Associate to join their dynamic team in Cleveland, Ohio. · Position Overview: · We are seeking a highly skilled and motivated Intellectual Property Ass ...