The Producer - Personal Lines is responsible for meeting established sales quotas and utilizing sales and marketing tools to close new business. They will manage a book of business to support high renewal rates and collaborate with Client Service to analyze renewal business.
Remote Client Service Jobs (462)
Tags = client-service
The Tax Accountant supports tax compliance, planning, and consulting services for high-net-worth individuals and business entities. Key duties include reviewing tax returns, preparing projections, and collaborating with wealth advisors to implement proactive tax strategies.
Solicitor / CILEX Lawyer - Commercial Litigation (Property Recoveries - Large Loss)
DAC Beachcroft
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Full Time
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4 Days Ago
DAC Beachcroft
Manage a caseload of high-value insurance recovery claims involving property damage from various perils. Handle the full litigation process from initial investigation and drafting pleadings to settlement or trial.
Client Sales Insights Analyst (Consumer Technology Product Industry)
Circana
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Full Time
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4 Days Ago
Circana
The role focuses on aligning data solutions with client business objectives through strategic account management and advanced analytics. It involves translating complex data into actionable insights to drive client growth and achieve revenue targets.
The paralegal is responsible for preparing and filing high-volume PERM applications under attorney supervision. Key duties include analyzing case facts, drafting correspondence, and maintaining organized client documentation.
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Lead and mentor a team of Client Service professionals to drive service excellence and achieve customized client goals. Manage a book of business by fostering strong client relationships and implementing value-driven solutions to reduce the cost of risk.
Act as the primary client contact to manage expectations and foster strong relationships throughout the software development lifecycle. Direct the delivery of high-quality software products while leading a diverse team and managing project governance and risks.
Document Processor - French Bilingual
J. J. Keller & Associates, Inc.
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Full Time
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4 Days Ago
J. J. Keller & Associates, Inc.
Responsible for auditing driver qualification and compliance documents for clients in a metric-driven environment. The role involves translating documents from Canadian French or Spanish into English to ensure regulatory compliance.
Lead the design and execution of technical solutions and innovation priorities to support business functions and client requirements. Provide technical expertise for customer engagements, capture and growth activities, and the development of next-generation software applications.
FTZ Client Import Analyst
Livingston International
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Full Time
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4 Days Ago
Livingston International
Acts as the primary contact for clients to ensure quality standards and compliance of import records and system defaults. Manages tariff databases, facilitates entry summary completion, and audits service delivery activities to ensure client satisfaction.
Act as a liaison to provide product information, schedule service appointments, and resolve customer complaints efficiently. Manage high volumes of incoming calls and maintain accurate customer records to ensure a positive experience.
The role involves managing client communications, coordinating schedules, and ensuring the accurate handling of legal documents. The specialist will monitor workflows and support business transactional work to maintain operational efficiency.
The advisor provides personalized financial advice and retirement strategies to individuals within employer-sponsored plans. This includes conducting financial assessments, leading education sessions, and managing a book of business through both virtual and in-person consultations.
The advisor provides personalized financial and retirement advice to individuals in employer-sponsored plans using data-driven tools. Responsibilities include conducting financial assessments, leading education sessions, and maintaining strategic partnerships with internal teams and external HR coordinators.
The role is a hybrid of individual contribution and leadership, requiring the manager to drive revenue from 50 named accounts while coaching a team of Territory Account Executives. Responsibilities include leading complex sales cycles with public safety agencies and coordinating with product and customer success teams.
Serve as the primary relationship lead for complex carrier partnerships, acting as a trusted advisor to align strategic priorities. Coordinate end-to-end partner initiatives and manage governance, reporting, and performance data to drive mutual growth.
Lead the design, configuration, and implementation of Adobe Workfront solutions to support client business transformations. Act as a solution architect and product owner to define best practices and enable internal capability growth.
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The role involves leading the design, configuration, and implementation of Adobe Workfront solutions to support client business transformations. Responsibilities include conducting discovery sessions, configuring Workfront objects, and providing best practice guidance to stakeholders.
Senior/Director, Client Service Manager
Fidelity Investments
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Full Time
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4 Days Ago
Fidelity Investments
Serve as the primary contact for large institutional clients to manage Defined Contribution and Workplace Benefits record keeping. Collaborate with internal matrixed teams and product management to implement new features and resolve complex service issues.
Provide compliance and general technical assistance to clients using Lending Compliance systems such as HMDA and CRA. Act as a liaison between clients, development teams, and third-party vendors to ensure regulatory standards are met.
Drive new business growth in the personal insurance market by meeting sales quotas and building meaningful client relationships. Manage a robust book of business and collaborate with client service teams to identify cross-sell opportunities.
The producer is responsible for meeting sales quotas through cold calls, appointments, and presentations to acquire new business. They must also manage an existing book of business to ensure high renewal rates and collaborate with Client Service for account placement.
The producer is responsible for meeting sales quotas through cold calls, appointments, and presentations to acquire new business. They must also manage an existing book of business to ensure high renewal rates and collaborate with Client Service for account placement.
Drive new business growth by identifying opportunities and executing targeted sales activities like cold calls and client presentations. Build and maintain a robust book of commercial insurance business while collaborating with service teams to maximize client outcomes.
Customer Success Manager
Track (a TravelNet Solutions company)
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Full Time
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4 Days Ago
Track (a TravelNet Solutions company)
The Customer Success Manager drives customer retention and growth by managing the end-to-end success journey and ensuring optimal product adoption. This includes conducting business reviews, collaborating with cross-functional teams, and leveraging AI tools to monitor customer health and reduce churn.
Associate Wealth Advisor, Schwab Wealth Advisory
Charles Schwab Inc.
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Full Time
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4 Days Ago
Charles Schwab Inc.
Support Wealth Advisors by servicing and retaining virtual client relationships through customized financial planning. Address foundational portfolio needs and ensure timely service delivery to maintain client confidence.
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Construction Project Manager (Pre-Construction focus) - west coast
Bureau Veritas
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Full Time
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4 Days Ago
Bureau Veritas
Lead the planning and execution of complex airport retail and food & beverage construction projects from inception through closeout. Coordinate between clients, airport authorities, and contractors to ensure projects are delivered on time and within budget.
Manage day-to-day operational activities including monitoring, reconciliation, and reporting to ensure accurate client data and service delivery. Provide functional support to end-users and collaborate with internal teams to resolve system issues and improve software processes.
The Associate Advisor Guide is responsible for conducting daily outbound sales calls and handling inbound inquiries to identify and qualify sales opportunities. They focus on lead generation and building trusting relationships with prospective clients to acquire new business.
The Trademark Prosecution Paralegal handles the preparation and filing of U.S. trademark applications and post-registration documents. They are responsible for conducting clearance searches, maintaining client records, and managing dockets to ensure all deadlines are met.
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