- HUB International (East Longmeadow, MA)
- …unique, regional culture. We currently have an opportunity for an ** Account Manager - Client Advisory Team.** **Overview:** Responsible for servicing ... regarding new and/or renewal coverage. + Prepare policy quotes based on client 's needs, rates and coverages. + Prepare all transactions for assigned accounts,… more
- HUB International (East Longmeadow, MA)
- …transactional file maintenance, endorsements, and agency management system input of each account . + Responsible for new business courtesy follow up. + Responsible ... goal established my management. + Other responsibilities as assigned by Manager . **Qualifications** : + Experience servicing personal accounts within an insurance… more
- Bank of America (Springfield, MA)
- …covering roles in times of absence or seasonal need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management ... Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management +...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Springfield, MA)
- …Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management + Client ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Bank of America (Windsor, CT)
- …a minimum of one year of financial services industry or sales experience **Skills:** * Advisory * Account Management * Client Experience Branding * Customer ... Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management *...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Windsor, CT)
- …knowledge of client needs and potential product services recommended **Skills:** + Account Management + Advisory + Client Experience Branding + Customer ... Communications + Active Listening + Attention to Detail + Client Solutions Advisory + Issue Management +...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Vernon, CT)
- …as opening accounts, account maintenance, and Digital Assisted Shopping * Manages client interactions by taking the best course of action for the bank and its ... Focus * Oral Communications * Problem Solving * Account Management * Client Experience Branding * Client Management * Client Solutions Advisory … more
- Bank of America (East Longmeadow, MA)
- …Acumen * Customer and Client Focus * Oral Communications * Problem Solving * Account Management * Client Experience Branding * Client Management * ... center traffic, appointments, and outbound calls effectively * Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an… more