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Proficio Capital Partners, LLC
Newton, MA, United States
About the Company: Proficio Capital Partners is a multi-family office located in Newton, Massachusetts founded in 2014. Utilizing our institutional backgrounds and experience in financial markets, the Firm builds bespoke portfolios to deliver a comprehensive, integrated, and dynamic plan for our families complete financial affairs. This includes in
Job Source: Proficio Capital Partners, LLCQood
Newton, MA, United States
**Customer Service (Client Relations Executive)** benefits: health & wellness benefits training opportunities outlet location(s): Newton, Downtown Core, Outram job description Roles and Responsibilities Perform basic front desk duties like attending to walk in customers, answering email, phone or appointment booking enquiries in a professional mann
Job Source: QoodQood
Newton, MA, United States
**Customer Service (Client Relations Executive)** benefits: health & wellness benefits training opportunities outlet location(s): Newton, Downtown Core, Outram job description Roles and Responsibilities Perform basic front desk duties like attending to walk in customers, answering email, phone or appointment booking enquiries in a professional mann
Job Source: QoodNorthwestern Mutual
Boston, MA, United States
Responsibilities: Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies. Communicates solutions to clients that are best suited for their financial needs. Understands and accesses the full breadth of resources across the bank to ben
Job Source: Northwestern MutualAudley Travel Group
Boston, MA, United States
Job Details: Client Experience Executive Full details of the job. Vacancy Vacancy Client Experience Executive Vacancy No Vacancy No VN737 Advert About us Audley Travel is an award-winning, consistently recognised tour operator that specializes in tailor-made travel in over 80 countries with over 20,000 travellers a year and the recipient o
Job Source: Audley Travel GroupGartner
Boston, MA, United States
About the role: This Client Executive role is responsible for setting strategy for major regional accounts which are of substantial strategic and revenue generating importance.This position is typically focused on a small number of strategic accounts (large, multi-national companies) and is responsible for driving new business within these, carryin
Job Source: GartnerFlexJobs
Marlborough
Subscribe to FlexJobs today and gain access to 25,000 hand-screened remote, work from home, & flexible schedule job listings. FlexJobs makes it easier, faster, and safer to find a job that better fits your life with professional job opportunities from entry-level to executive, startup to Fortune 500 - no ads, junk, or scams. Plus get exclusive acce
Job Source: FlexJobsFlexJobs
Somerville
Subscribe to FlexJobs today and gain access to 25,000 hand-screened remote, work from home, & flexible schedule job listings. FlexJobs makes it easier, faster, and safer to find a job that better fits your life with professional job opportunities from entry-level to executive, startup to Fortune 500 - no ads, junk, or scams. Plus get exclusive acce
Job Source: FlexJobsNatick, MA, United States
Introduction :
Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.
We believe that every candidate brings something special to the table, including you! So, even if you feel that youre close but not an exact match, we encourage you to apply.
Overview :
We are seeking an experienced Client Service Executive to join our growing team who can deliver outstanding customer service! Are you interested in developing the talent on your team?
We are looking for people who are passionate about building relationships with clients, will collaborate with their team to achieve goals, constantly seek improvement and will demonstrate the value Gallagher can provide.
How you'll make an impact :
How will you lead the business?
Service an average book of business of $1MM+ in revenue.
Collaborate with designated salesperson responsible for the book of business and proactively make recommendations.
Take a leadership role in the renewal process to ensure the best possible solutions are delivered to clients in high quality and timely manner.
Secure existing business and drive the sale of additional services and lines of coverage.
Nurture relationships with your buyer in the client organization as well as with the day-to-day client representatives.
Mentor Client Service team members through continuous learning, transparent feedback, and strong talent development.
Conduct periodic audits to ensure compliance standards and service levels are met.
Maintain accurate client and policy data and documents within your Gallagher systems.
Use Gallagher's technology to improve your productivity and quality.
Skills for Success: Utilize your resilient and adaptable mentality in the face of shifting priorities and cultivate internal and external partnerships.
Eagerness to collaborate with all Gallagher teams and employees!
About you : Bachelor's degree with 5+ years client service and/or claims management experience OR - High School degree/GED with 10+ years client service and/or claims management experience
Property and Casualty Insurance License
Desired: Experience handling a book of business over 1 million in revenue.
#LI-PM1
Compensation and benefits :
On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits youll get, depending on your job level these benefits may improve:
Medical/dental/vision plans, which start from day one!
Life and accident insurance
401(K) and Roth options
Tax-advantaged accounts (HSA, FSA)
Educational expense reimbursement
Paid parental leave
Other benefits include:
Digital mental health services (Talkspace)
Flexible work hours (availability varies by office and job function)
Training programs
Gallagher Thrive program elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
Charitable matching gift program
And more...
We value inclusion and diversity
Click Here to review our U.S. Eligibility Requirements
Inclusion and diversity (I&D) is a core part of our business, and its embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as protected characteristics) by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Email Alert for Client Service Executive jobs in Natick, MA, United States
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