About Us: GIA Legacy Planning is a dynamic and client-focused insurance agency. We specialize in providing personalized insurance...: Identify client needs and recommend tailored insurance solutions Develop and maintain strong client relationships Generate...
service. Key Responsibilities Respond promptly and professionally to client inquiries via email, phone, and messaging...
, during employment individuals may be required by CDM Smith or a CDM Smith client to successfully complete additional background checks...
quickly; builds and leverages client relationships. Ability to educate and advise the customer on which products best fit...
account adjustments, and resolving client discrepancies. Responsible for monitoring and maintaining assigned accounts...
client relationships. Ability to educate and advise the customer on which products best fit their needs The Perfect Match...
, our extraordinary sales team gains client and prospect trust and establishes long-term partnerships. As a Sales Representative, Major...
account adjustments, and resolving client discrepancies. Responsible for monitoring and maintaining assigned accounts...
quickly; builds and leverages client relationships. Ability to educate and advise the customer on which products best fit...
of our client’s business culture and candidate expectations. We expertly match our candidates talent to our clients need...
activities and client interactions Support ongoing initiatives aimed at market expansion and growth Qualifications...
of our client’s business culture and candidate expectations. We expertly match our candidates talent to our clients need...
) offering! Job Responsibilities Demonstrate a high level of personal performance in achieving target goals of client... connections. Update client details in salesforce. Facilitate person-to-person introductions between prospective clients and the...
, and Leadership. In this role, you’ll play a key part in delivering a seamless client experience while helping to grow and shape... our Client Success department. Why This Role is Exciting: Fully remote – work from anywhere in the U.S. Serve as the...
to enhance your skills and stay informed about industry developments. Maintain detailed records of client communications... standards in all client interactions. Adhere to state regulatory licensing requirements. What You Need to Succeed...
quickly; builds and leverages client relationships. Ability to educate and advise the customer on which products best fit...
business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison... clients with policy applications and renewals. Handle client inquiries and provide timely responses. Maintain accurate...
and fulfills reporting requirements to supervisor/manager, Home Office, SIU, client companies and reinsurers. Qualifications: 7...
and fulfills reporting requirements to supervisor/manager, Home Office, SIU, client companies and reinsurers. Qualifications...
experience Must be 18 years of age OR older 1+ years of experience in patient, client, OR third - party insurance billing 1... to adapt to changes Ability to develop and maintain client relationships Ability to coach, mentor, and train a team...