- 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 (Worcester, MA)
- …Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. Skills: * Advisory * Account Management * Client Experience Branding * ... 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 (Worcester, MA)
- …+ Risk Management + Wealth Planning + Client Experience Branding + Client Solutions Advisory + Decision Making + Presentation Skills + Process Management ... including the coordination of opening and closing accounts, money movement, and account maintenance + Engages with clients and prospects to build and transfer… more