Personal Lines Senior Client Manager - Exeter

· DirectHire · Now Hiring: Client Relationship Manager · Location: Visalia, CA · Schedule: 100% onsite during training (approx. 3 months), then hybrid (2 days in-office per week) · Compensation: $71,000 – $100,000 DOE · Position Type: Direct Hire · About the Opportunity · Key St ...

We help clients build better workplaces, where people feel supported, empowered, · and inspired to thrive.Required: Bachelor's degree and · 3 or more years client coordination and/or claims management experience. ...

We're looking for a Manager to conduct go-to market strategy and national initiatives that promote a culture of sustainable growth and innovation in Audit.This is an exciting opportunity that will provide hands-on project management experience leading a multi-year transformation ...

The Client Portfolio Manager plays a lead role in designing and implementing Liability Driven Investment (LDI) strategies for clients in EMEA. · Engagement with existing and prospective clients to identify investment challenges; · Designing investment solutions for institutional ...

This is an exciting opportunity to join KPMG's team of diverse problem solvers. As a Senior Manager in National Audit Clients & Markets, you will work on go-to market strategy and national initiatives promoting sustainable growth and innovation. · Lead multi-year transformation p ...

Business Line: Personal Lines · Hours Per Week: 35 (Full-Time) · Location: Ontario – Any, Hybrid ) · Job Duration: Full-Time, Permanent · Wage Transparency: The base salary range for this position is $55,000 to $75,000. The base salary offered will be determined by factors includ ...

NSE Insurance Agencies Inc established in 1912 provides comprehensive insurance services throughout California With a commitment to knowledge honesty and care we aim to safeguard clients against financial risks while fostering long-term relationships Our business thrives in a sup ...

This role exists to elevate the quality and consistency of our financial planning output. · Reduce advisor dependence on leadership for plan construction. · Ensure planning delivery is predictable precise scalable act as a strategic thought partner to advisors through analysis sc ...

We're looking for a Servicing Financial Advisor to join our team at Harvest Wealth Group. As the primary relationship manager for approximately 200 clients, you'll provide ongoing reviews, updates, and service-related discussions to keep them confident and informed. · Serve as th ...

The Principal Consultant role is a balanced subject matter expert in positioning and architecting multi-offering solutions and articulating the positive business outcomes those solutions provide for our customers. · Take leadership role in strategic account planning and execution ...

NWN is the leading AI-powered technology solutions provider for North America's most innovative public and private organizations. · Monitor calls for quality... · ...

NWN is the leading AI-powered technology solutions provider for North America's most innovative public and private organizations. · ...

Embark on an exciting journey as a Client Associate where your energy and enthusiasm will drive exceptional client experiences and foster lasting relationships. · Build and nurture strong relationships with clients through proactive communication and personalized service. · ...

The Vice President of Offerings is responsible for the overall Offering definition, creation, development and Maintenance while working closely with multiple groups throughout the organization. · ...

Client Service Administrator at Harvest Wealth Group. · The role involves handling client service processes, working with financial advisors, and supporting team members. · The company is looking for detail-driven individuals who are composed under pressure and have a strong att ...

We're a growing investment firm expanding aggressively into insurance and looking for an experienced Insurance Client Service Administrator to join our team. · You'll own the full lifecycle of insurance service work: new applications, policy changes, beneficiary updates, distribu ...

+Job summary · You've built your career in insurance. You know the carriers, the forms, the back-office workflows that most people in wealth management have never touched. · ,Own the full lifecycle of insurance service work: new applications, policy changes, beneficiary updates,d ...

The Service Delivery Leader will provide departmental management to oversee the implementation of various vendor designs and foster strong interaction with vendors and internal departments to meet customer requirements. · ...

++This is a full-time account manager role based in Exeter CA that involves managing client accounts maintaining strong client relationships and assisting with policy submissions and renewals.+Strong interpersonal skills communication skills focus on building maintaining client r ...

We're looking for an Associate Project Manager to join our Infrastructure Project Management team. You'll be working on a diverse portfolio of infrastructure and environmental projects across sectors including transportation, water, environment, energy, and rail.Here's what you'l ...

NWN is the leading AI-powered technology solutions provider for North America's most innovative public and private organizations. · ...