63 client services lead jobs found

The Role Obin drives strategic growth in financial services by leading critical transformations across Insurance Advisory, Claims, Financial Planning, and the Investment Office. We are looking for a seasoned Client Partner to own this relationship end to end: taking expansion initiatives frominitial reimagination, through executive workshops, to real-world execution.This is a senior, client-facing role for someone who can operate as a trusted advisor to C-suite stakeholders at a major financial institution, while also acting as an internal industry expert —shaping how Obin positions its pitch and product to win and expand this account, and others like it in the insurance vertical. What You will Do • Own and grow the commercial relationship with Obin's flagship insurance clients, serving as the primary point of contact across new expansion opportunities.• Lead client-facing workshops that translate ambitious, firmwide transformation goals into concrete, scoped initiatives Obin can...

Thank you for considering a career at Ensemble! Ensemble is a leading provider of technology-enabled revenue cycle management solutions for health systems, including hospitals and affiliated physician groups. They offer end-to-end revenue cycle solutions as well as a comprehensive suite of point solutions to clients across the country. Ensemble keeps communities healthy by keeping hospitals healthy. We recognize that healthcare requires a human touch, and we believe that every touch should be meaningful. This is why our people are the most important part of who we are. By empowering them to challenge the status quo, we know they will be the difference! O.N.E Purpose: Customer Obsession:  Consistently provide exceptional experiences for our clients, patients, and colleagues by understanding their needs and exceeding their expectations. Embracing New Ideas:  Continuously innovate by embracing emerging technology and fostering a culture of creativity and...

We are a fast growing start-up company providing risk management and workers’ compensation services. We've doubled in size this year and are continuing to grow rapidly. This opportunity supports a major U.S. aviation client, offers a salary range of $125K–$140K, up to 10% annual bonus, Day-1 benefits, unlimited vacation (RTO), and executive visibility in a high-impact role. Total salary plus bonus compensation potential up to $154,000. We are seeking a high-performing Workers’ Compensation Senior Manager to lead and elevate a region of a nationwide workers’ compensation program supporting a major aviation client. This role offers the opportunity to drive meaningful impact across claims performance, financial outcomes, operational excellence, and crewmember experience within a dynamic and growth-oriented environment. The Senior Manager will own the regional strategy, performance, and execution across all aspects of the workers’ compensation program and their team. This leader...

Choctaw Global WHY JOIN CHOCTAW PREMIER SERVICES: Are you ready to help Service Members and their families achieve financial success during their transition to civilian life? Choctaw Premier Services (CPS), a division of Choctaw Global, LLC, is seeking a Financial Counselor to join our team to provide essential financial planning support to transitioning Soldiers and their families. In this role, you will lead workshops, offer one-on-one counseling, and empower clients to take control of their financial future. If you have a passion for helping others manage their finances and are eager to make a real difference, this is the opportunity for you. YOUR RESPONSIBILITIES: Financial Planning Workshops: Provide   financial planning workshops to groups, approximately fifty (50) Soldiers and Family Members, encompassing topics such as budgeting, debt management, insurance, and investing. Coordinate classroom setup, materials, and logistics for each session....

Thank you for considering a career at Ensemble! Ensemble is a leading provider of technology-enabled revenue cycle management solutions for health systems, including hospitals and affiliated physician groups. They offer end-to-end revenue cycle solutions as well as a comprehensive suite of point solutions to clients across the country. Ensemble keeps communities healthy by keeping hospitals healthy. We recognize that healthcare requires a human touch, and we believe that every touch should be meaningful. This is why our people are the most important part of who we are. By empowering them to challenge the status quo, we know they will be the difference! O.N.E Purpose: Customer Obsession:  Consistently provide exceptional experiences for our clients, patients, and colleagues by understanding their needs and exceeding their expectations. Embracing New Ideas:  Continuously innovate by embracing emerging technology and fostering a culture of creativity and...

Thank you for considering a career at Ensemble! Ensemble is a leading provider of technology-enabled revenue cycle management solutions for health systems, including hospitals and affiliated physician groups. They offer end-to-end revenue cycle solutions as well as a comprehensive suite of point solutions to clients across the country. Ensemble keeps communities healthy by keeping hospitals healthy. We recognize that healthcare requires a human touch, and we believe that every touch should be meaningful. This is why our people are the most important part of who we are. By empowering them to challenge the status quo, we know they will be the difference! O.N.E Purpose: Customer Obsession:  Consistently provide exceptional experiences for our clients, patients, and colleagues by understanding their needs and exceeding their expectations. Embracing New Ideas:  Continuously innovate by embracing emerging technology and fostering a culture of creativity and...

Overview The primary role of the Underwriter manages the compilation, analysis, and reporting of data for contracts for PBM services and other pharmacy business units. Apply experiences with various PBM contract types (pass through and traditional) along with product/service mix to deliver ranges of client contract options. Work cross-functionally with members of proposal team, pricing team, finance, clinical and other groups along with Sales/Account Management to employ strategy around setting market pricing while meeting financial objectives. Utilize SQL, Excel, and data visualization tools to aid in performance quantitative and qualitative analysis, financial modeling, and economic forecasting. Who We Are VytlOne is the nation's only independent, fully integrated total pharmacy solutions partner. We lead with integrity, offering mission-driven hospitals, health systems, health centers, and employer partners a smarter way to unlock revenue, growth, and better outcomes....

?? Ready to Lead with Expertise? ?? Be the Adjuster Who Makes a Difference! Join Us as Multi-Line Adjuster - Remote/Hybrid Role | Guaynabo, PR What's in it for you? ?? Competitive Pay ?? Flexibility: Remote work allowed in any state, but preference for candidates in Puerto Rico. ?? Impactful Work: Help restore lives and communities through expert claims handling. At Crawford, every claim represents a person and a community we help rebuild. As a Multi-Line Adjuster, your experience and bilingual skills will ensure accurate, timely resolutions and exceptional client service. ✨ Ready to make an impact through expertise and care? Apply today and join the One Crawford family! College degree or an equivalent combination of education and experience. Minimum 2 years insurance adjusting experience with experience in each of at least two lines of business (casualty, property, or marine). Personal computer, typing and keyboarding skills In-depth knowledge of insurance...

Are you a strategic sales leader who thrives on building relationships and driving business growth? Join Royal Credit Union as a VP – Treasury Manager! In this newly created role, you’ll lead a high-performing team focused on expanding treasury services, deepening business member relationships, and driving deposit growth. You’ll play a key role in shaping sales strategy, supporting complex client solutions, and partnering across teams to deliver innovative cash management and treasury offerings that help businesses succeed.   Why Royal? Member and Community Focused: We are dedicated to making a positive impact on our Members and the communities we serve, going beyond financial services to enrich lives and foster growth. Supportive Environment: Join a collaborative, values-driven workplace that is always evolving. We support each other and work together to achieve our goals. Professional Growth: We offer numerous opportunities for training and advancement,...

JOB DESCRIPTION The role of the Global Client Executive (GCE) is to create a sustainable Chubb-Client relationship, resulting in strong account retention and business growth opportunities. This is accomplished through enhanced interaction with risk managers and their brokers, effective client service performance, a formal stewardship and account planning process, actively engaging Chubb internal leadership, and knowing the Chubb business plan and expectations. Global Client Executives require an attitude of service and accountability and always working to improve each client's interaction and experience with Chubb. Specific objectives related to the role: Client Plan: Meet with each assigned client and broker to discuss current Chubb relationship and client's Risk Management Goals. The client plan should be reviewed and updated annually. The Client Plan will provide insight to share with internal client team on current relationship and potential expansion opportunities....

BRG is an Equal Employment Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Position Title: Associate Director / Senior Managing Consultant - Financial Services Operations & Technology Location: Remote - USA Position Type: Full time Requisition ID: JR100931 Description: We do Consulting Differently About the Practice Berkeley Research Group is launching a new Financial Services Operations & Technology practice, with an initial focus on Commercial and Consumer Banking. We help financial institutions improve how they operate by combining deep banking experience with AI-enabled delivery. This is an opportunity to help build a new practice within an established consulting firm. We are looking for senior practitioners who enjoy solving complex...

Description: About Us   At Larson Financial Group, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we’re looking for a dedicated Financial Planner to join our growing St. Louis office. This is an exciting opportunity for a motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships.  About the Role   As a Financial Planner , you’ll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you’ll be a key player in delivering a high-touch, concierge-style experience. You’ll collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise and career in a fast-paced and supportive environment.  Requirements: What You’ll Do   Prepare for...

Description: About Us   At Larson Financial Group, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we’re looking for a dedicated Financial Planner to join our growing St. Louis office. This is an exciting opportunity for a motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships.  About the Role   As a Financial Planner , you’ll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you’ll be a key player in delivering a high-touch, concierge-style experience. You’ll collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise and career in a fast-paced and supportive environment.  Requirements: What You’ll Do   Prepare for...

Mitchell International Vice President, Auto Casualty Claims Consulting US--Remote Job ID: 26-19177 Type: Regular Full-Time # of Openings: 1 Category: Sales & Client Services Mitchell International, Inc. Overview At Enlyte, we combine innovative technology, clinical expertise, and human compassion to help people recover after workplace injuries or auto accidents. We support their journey back to health and wellness through our industry-leading solutions and services. Whether you're supporting a Fortune 500 client or a local business, developing cutting-edge technology, or providing clinical services you'll work alongside dedicated professionals who share your commitment to excellence and make a meaningful impact. Join us in fueling our mission to protect dreams and restore lives, while building your career in an environment that values collaboration, innovation, and personal growth.   Be part of a team that makes a real difference. Responsibilities...

Reviews and provides repair estimates for moderately complex to highly complex residential and commercial property claims by conducting thorough field investigations to evaluate damages and determine the scope and loss of property. College Degree strongly preferred, or an equivalent combination of education and experience. Advanced industry designations such as CPCU, AIC or PTC. Five (5) or more years' experience resolving moderate to highly complex personal and commercial property loss claims Strong verbal and written communication skills. Good attention to detail. Strong analytical and mathematical ability. Excellent interpersonal skills. Strong knowledge of property claim law. Ability to analyze, interpret and capture pertinent information in reports. Ability to prioritize tasks and discern the essential from the non-essential. Research and investigative abilities; negotiating, conflict resolution and persuasion abilities. Solid time management skills and...

JOB DESCRIPTION Senior Property Claims Examiner - Virtual Property Team Adjuster Description We are seeking a Property Claims Senior Examiner to join our Virtual Property Desk team, handling claims throughout North America. This role is based in Phoenix, AZ, and requires in-office work at our Phoenix Claims Center. The position is focused on desk claim handling, delivering exceptional customer service, and using virtual scoping and estimating tools, and AI-enabled technology to efficiently assess and resolve property losses. The successful candidate will be comfortable working in a digitally enabled environment, adaptable to change, and committed to delivering best-in-class customer experience through innovation, accuracy, and efficiency. Who are we looking for? Successful professionals at Chubb come from many backgrounds and experiences and bring that rich diversity with them to our company. They also have some things in common, and these attributes will lead to your...

Under moderate supervision, provides and delivers claims adjusting services and solutions for customers in multiple lines of business. College degree or an equivalent combination of education and experience. Minimum 2 years insurance adjusting experience with experience in each of at least two lines of business (casualty, property, or workers' compensation). Personal computer, typing and keyboarding skills In-depth knowledge of insurance coverage, practices and negotiating skills in multiple lines of business. Familiarity with legal, medical and technical disciplines within specific business lines. Strong verbal and written communication skills. Good analytical ability and mathematical aptitude. Good attention to detail and organizational skills. Ability to gather and analyze information, then determine and implement the appropriate course of action. Good interpersonal and sales skills. Licensing as required by state and local jurisdictions. Must have a valid...

We're Sonesta International Hotels. The 8th largest hotel company in the U.S.-and growing fast. An epic blend of full-service and focused hotels in major cities, Sonesta's uniquely diverse portfolio of owned, managed, and franchised properties makes us everywhere you want to be. Driven by the human side of hospitality, we deliver service with passion, loyalty with purpose, and experiences that truly connect. Together We Thrive -bringing quality, value, and amazing hospitality to every guest, every stay, across 1000+ properties in eight countries and counting. Job Description Summary The House Attendant (HA) works with the Housekeeping Management Team to assist Room Attendants on assigned floors or buildings by collecting dirty linens and transporting to the laundry area, delivering clean linens to Room Attendant carts, and retrieving trash throughout the hotel. Assist with the commercial laundry function and/or the cleaning of public area spaces, exterior entrances to the...

We're Sonesta International Hotels. The 8th largest hotel company in the U.S.-and growing fast. An epic blend of full-service and focused hotels in major cities, Sonesta's uniquely diverse portfolio of owned, managed, and franchised properties makes us everywhere you want to be. Driven by the human side of hospitality, we deliver service with passion, loyalty with purpose, and experiences that truly connect. Together We Thrive -bringing quality, value, and amazing hospitality to every guest, every stay, across 1000+ properties in eight countries and counting. Job Description Summary The House Attendant (HA) works with the Housekeeping Management Team to assist Room Attendants on assigned floors or buildings by collecting dirty linens and transporting to the laundry area, delivering clean linens to Room Attendant carts, and retrieving trash throughout the hotel. Assist with the commercial laundry function and/or the cleaning of public area spaces, exterior entrances to the...

JOB DESCRIPTION As a Commercial Insurance FI P&C Senior Underwriter, responsibilities will include managing a renewal book of 30 - 40 customers and generating new business of approximately $1-1.5M annually. The position will be responsible for driving profitable growth with assigned agents and brokers. Products include Property, General Liability, Auto, Worker's Compensation, Umbrella/Excess and International. We are looking for a candidate who is motivated, results oriented, with business and underwriting acumen. Responsibilities: The Production Underwriter will: Focus on underwriting new and renewal P&C for Financial Institutions Establish relationships with key trading partners and drive submission activity across assigned agents and brokers. Be responsible for profit, growth and retention of assigned book. Develop and negotiate price, coverage, terms and conditions for all new business and renewals while actively identifying account rounding...