- Manages complex master trust, custody/ asset services clients. Evaluates, designs, implements, and oversees clients' total relationship plan. Ultimate responsibility for all aspects of the relationship including worldwide custody and other asset servicing needs, investments, banking, credit, insurance investment accounting, treasury management services and proper introductions to Wealth Management as appropriate.
- Reviews individual client relationships to determine the banking, asset servicing, and investment needs of clients; anticipates and creates opportunities for enhancing these client relationships.
- Places emphasis on relationship building and participates in development of new solutions to client needs, brings in experts when appropriate, and closes the sale. Ensures smooth delivery of new services and communicates emerging needs.
- Initiates regular, ongoing dialogue with clients and clients' advisors. Counsels clients on emerging financial / industry issues, new bank products and services, and the general environment. Discusses impact on clients' activities and the bank's services.
- Manages client profitability. Understands the competitive environment and anticipates opportunities. Develops pricing strategies and works with the team to enhance profitability.
- Coordinates / leads Northern Trust wide relationship reviews in order to develop client-specific strategic relationship plans and assess progress in meeting the goals set forth in the plans.
- Interacts with and involves bank senior management in reporting client servicing activities / issues. Provides management with defined reports highlighting client profitability, contribution and any servicing gaps. Escalates issues appropriately.
- Provides input regarding team members' performance with respect to their overall contribution to team results.
- Participates in new business efforts and defined prospecting with insurance companies.
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Insurance Customer Service
2 weeks ago
State Farm Insurance Chicago, United StatesState Farm Agent in Chicago seeks a bilingual spanish/english Customer Service / Sales Representative/Agent Team Member. · **Benefits offered**: · - Base comp plus bonus based on performance · - Paid time off · - Profit Sharing Plan · - Health prem allowance · - M-F 9-5 (no eveni ...
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Insurance Customer Service
2 weeks ago
State Farm Insurance Chicago, United StatesState Farm Agent in Chicago seeks a bilingual spanish/english Customer Service / Sales Representative/Agent Team Member. · **Benefits offered**: · - Base comp (doe) · - Bonus incentive · - Paid time off · - Profit Sharing Plan · - Health prem allowance · - Mon-Fri daytimes (no ev ...
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Insurance Customer Service Representative
2 weeks ago
Allstate - Armando Bramwell Chicago, United StatesInsurance industry or agency experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position. Great opportunity to grow. **Nonlicensed individual salary starting at $ /mth to $3000.00/mth. Starting base salary of $ ...
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Insurance and Financial Services Position
2 weeks ago
Elvia Solis - State Farm Agent Chicago, United States**This role requires bilingual Spanish** · Are you a motivated and customer-centric individual with a passion for sales and a drive to help others? Do you want to be part of a dynamic team where your hard work is recognized and rewarded? Look no further Elvia Solis State Farm is ...
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Insurance Customer Service Representative
2 weeks ago
Allstate Insurance - VK Agency Chicago, United States**Insurance Customer Service Representative** · - **Allstate Insurance - VK Agency**_ is looking to add a full-time CSR to our Team. · **Benefits** · - Competitive salary with uncapped earning potential through commission, allowing you to take control of your income. · - Extensiv ...
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Insurance and Financial Services Position
1 week ago
Michael Pattrick - State Farm Agent Chicago, United States**Position Overview**: · Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow ...
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Insurance and Financial Services Position
2 weeks ago
Bryan Solis - State Farm Agent Chicago, United States**This role requires bilingual Spanish** · Are you a sales superstar with a track record of exceeding targets and delighting customers? Do you thrive in a fast-paced and challenging environment where your efforts are rewarded? Look no further Bryan Solis is seeking top-notch Sale ...
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Relationship Manager, Asset Servicing Consultant
2 weeks ago
Northern Trust Corp. Chicago, United StatesAbout Northern Trust: · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most succe ...
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Insurance and Financial Services Position
3 hours ago
Jim Tom - State Farm Agent Chicago, United States**Benefits offered**: · - Base comp and bonus based on performance · - Paid time off - PTO · - Profit Sharing Plan · - Health prem allowance · - M-F 9-5 (no evenings/weekends) · - Training and professional development · - Professional office work environment · - Growth potential/ ...
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American Family Insurance - Michael Plageman Agency Chicago, United States**Customer Service Representative - PLAGEMAN AGENCY TEAM** · Role Title: Customer Service Representative · Reports to: Agency Owner · **Objective** · The Customer Service Representative provides excellent customer experience for potential and existing customers. Identifies opport ...
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Client Executive, Asset Servicing/Insurance
3 weeks ago
Northern Trust Chicago, United States Full timeAbout Northern Trust: · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most succe ...
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Insurance and Financial Services Position
2 weeks ago
Jill Willey - State Farm Agent Berwyn, United States**This role requires bilingual Spanish** · At Jill Willey State Farm, we take pride in being a trusted insurance agency that has been serving our community for over 15 years. Our commitment to providing exceptional customer service and comprehensive insurance solutions has earned ...
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Insurance Services Advisor
1 week ago
David Franck Insurance Agency Inc. Bolingbrook, United StatesFarmers Insurance is looking for a talented individual to own your own business and become a part of one of the largest and most-respected insurance brands in the country through Agency Ownership. · Job Summary: · The Insurance Services Advisor is responsible for advising clients ...
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Early Career Asset Servicing
1 week ago
Northern Trust Chicago, United StatesAbout Northern Trust: · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the worlds most succ ...
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Early Career Asset Servicing
1 week ago
Northern Trust Chicago, United StatesAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successfu ...
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Insurance Customer Service Representative
2 weeks ago
State Farm - Jeff Curry Insurance Agcy Inc Niles, United States**Insurance Customer Service Representative - State Farm (Niles, IL)** · Our successful **State Farm Agency** is looking for you to help us grow · We are seeking a professional, detail-oriented 'can-do' individual to join our Team. Reliability and Integrity are a MUST · Want to k ...
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Early Career Asset Servicing
2 weeks ago
Northern Trust Chicago, United States Full timeAbout Northern Trust: · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most succe ...
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Insurance and Financial Services Position
2 weeks ago
Kevin Norful - State Farm Agent Wilmette, United StatesPosition Overview · State Farm Insurance Agent located in Wilmette, IL is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for **Kevin Norful**, you will build and develop customer relationships within the community to promote Stat ...
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Analyst, Fixed Asset Advisory Services
2 weeks ago
Kroll Chicago, United StatesJob Description · Kroll Fixed Asset Advisory Services practice is currently seeking an Analyst to provide fixed asset management and property insurance appraisal services. · Day-to-day responsibilities: · •Develop expertise and assist Project Managers with real and personal pr ...
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Insurance Customer Service Representative
2 weeks ago
Allstate - Armando Bramwell Chicago, United StatesJob Description · Job Description · Insurance industry or agency experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position. Great opportunity to grow. · Nonlicensed individual salary starting at $ /mth to $ ...
client executive, asset servicing/insurance - Chicago, IL, United States - Northern Trust
Description
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.
With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
The Client Executive within the Insurance Solutions Group at Northern Trust manages and cultivates a client base comprised of existing and high potential insurance clients.
MAJOR DUTIES
General knowledge of trust/asset servicing products, investments and insurance segment specific issues (e.g. various insurance company pools of assets, insurance investment accounting, unique reporting/ structure requirements). Broad knowledge of Northern Trust, industry issues and a strong understanding of the insurance client base, prospects and competitors. Demonstrated proficiency in Interpersonal skills, negotiation, delegation, and sales are necessary to service the client relationship. Leadership and organization skills are required to determine clients' needs and assess resources needed.
EXPERIENCE REQUIRED
Minimum of 10 years of experience in relationship management, new business development and client servicing with significant exposure to banking, asset servicing and investments for insurance companies.
Working with Us:
As a Northern Trust partner, greater achievements await.
You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies Build your career with us and apply today.
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
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