Client Relationship Examples Jobs in Usa

The primary focus of the Client Administrator is to provide technical support to Client Executives and to clients in maintaining Business Insurance insurance policies in accordance with the objectives and procedures outlined by the Business Insurance Procedures Manual and by the Director, Client Services.

Essential Duties & Responsibilities

• Process paperwork for new and renewal business to include:
• Applications and other documents required for a submission
• Binders
• Certificates of Insurance
• Policies
• Invoices
• Finance Agreements
• Endorsements
• Audits
• Perform account reconciliation.
• Review Loss Runs and Claim Status Reports. Order any missing loss runs or request updated loss runs as needed for marketing submission.
• Prepare Summary Of Insurance.
• Have good verbal and written communication skills for both client and internal communication.
• Maintain client files.
• File all documentation in ImageRight per regions filing guidelines.
• Manage Tasks within ImageRight.
• Participate in Errors & Omission audits.
• Establish and maintain positive and effective working relations with other Associates and clients.

Education and/or Experience

• A bachelor’s degree is required, or a minimum of 2 – 5 years industry experience showing increasing responsibility directly related to the performance of the above duties
• A good understanding of insurance terminology, the general functions of an insurance broker, and the various lines of Business Insurance insurance.
• Demonstrated ability to successfully perform the duties of an Insurance Associate if currently employed at Marsh & McLennan.
• Possess and maintain a valid unrestricted California Fire & Casualty Solicitors License.
• Currently hold or be in the process of obtaining an insurance designation with a willingness to pursue advanced insurance designations and continuing education.
• Proficiency with MS Office software (i.e., Word, Excel and Outlook).
• Prioritize tasks, and set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.
• Strong attention to detail.

Work Environment & Physical Demands

• Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones.
• Work is performed in a typical interior office environment.

The applicable hourly rate range for this role is $21.05 to $44.92.

The hourly rate offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at:

#MMABI

#LI-DNI

Ready to step into a role where you're more than just a number? We’re working with a highly respected community bank in the West County area for a direct hire Private Banking Associate.

What You’ll Be Doing:

• Delivering white-glove customer service that doesn’t rely on scripts.
• Handling transactions with accuracy and care—think deposits, withdrawals, transfers, and balancing your cash drawer like a pro.
• Spotting potential fraud and taking action (yes, you’ll be a low-key banking detective).
• Opening and maintaining deposit accounts while learning from more seasoned colleagues.
• Asking the right questions to guide customers toward the right products—because you actually listen.

What We’re Looking For:

• High School Diploma or GED required; Associate’s or Bachelor’s degree? Even better.
• Prior banking experience is a big plus (teller, CSR, universal banker, etc.).
• Confidence handling cash and high-volume transactions.
• Clear communicator—both written and verbal.
• Naturally curious and solution-oriented with solid critical thinking chops.

If you're looking for a fresh start (or next step) in banking and want to work somewhere that values people over quotas, this could be your move. Let’s chat. Or apply now to get started.

Bonus: No sales quotas, no massive call centers—just real relationships and real career growth.

We are looking for an enthusiastic Veterinary Receptionist (client care coordinator) to join our friendly, experienced and supportive team. VCA Calvert Veterinary Center is a progressive hospital staffed by highly skilled veterinarians, assistants, and client care coordinators.

Our practice has been serving the Pasadena Maryland community since 2004. Our practice is one of the few in the area offering care to local exotic patients. If you are a compassionate, dedicated, enthusiastic, positive, and intelligent client service representative who is looking for a practice to call home and to work in a collaborative team environment, please apply.

An ideal candidate for this position will have experience performing the work of a Veterinary receptionist (client education, efficient patient scheduling, client and patient reception, phone triage, calm collected demeanor, attention to reception and lobby environment, creative problem solving skills, etc.) or a strong client service background.

VCA Animal Hospitals offers competitive compensation and benefits package including:

• 401(k) retirement plan with employer match available
• Pet care discounts
• Health and well-being programs that provide resources and training
• Financial toolkit

Compensation is negotiable based on education, experience, and other relevant credentials. The pay range for this position is $16 to $18 per hour. Opportunities for shift differential, holiday pay, and overtime available based on business need.

We understand that our clients have choices in their veterinary care. Our mission is to never take our clients for granted and provide education, coaching to them on pet care and the support needed to care for their pets. Please note that this position requires a flexible schedule and the ability to work evenings, some weekends, and some holidays.

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom we give you the tools you need to succeed and the autonomy to reach your goals.

You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry. You will join a culture that has received multiple top \"Places to Work\" awards. We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions.

As a PCS intern, you will be working with the PCS team to learn the process of preparing financial statements and how to perform compilations and reviews. You will also learn the preparation procedures of federal and state income tax returns.

Current Junior or Senior working on completing a Bachelor's or Master's degree in accounting, or on track to complete 150 credits for CPA-eligibility. 0-2 years recent public accounting experience. Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

150-Date/Final Graduation of December 2027 through September 2028. Strong academic track record (Minimum GPA: 3.0). 0-2 years recent public accounting experience. Strong MS Excel and MS Word. Strong time management and organizational skills. Strong work ethic with the ability to work independently and with a team. Great communication, leadership, and analytical skills.

Have the availability to work in a hybrid setting for 40 hours per week during business hours (8:30am 5:30pm; Monday Friday). Live in commutable distance to your assigned office. Work a minimum of 3 days per week in your assigned office. Ability to complete the entire 15-week Winter Internship Program: January 4, 2027 April 16, 2027.

The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future.

As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about but pursue it.

Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.

Private Client Services includes Closely Held, Private Business Services, and Personal Wealth Advisory services.

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,500 employees and more than 450 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today, and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers and investors who serve these clients.

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.

Should you need any accommodations to complete this application please email:

With over 35 years of proven expertise in the workers' compensation industry, Key Risk delivers innovative and responsive solutions that provide our clients the freedom to do what they do best. Offering guaranteed cost options to employers nationwide, Key Risk focuses on delivering products and services within specialized verticals to reduce workers' compensation exposures and deliver industry-leading results.

All products and services are distributed through appointed insurance agents and brokers. Key Risk is a member company of W. R. Berkley Corporation, whose insurance company subsidiaries are rated A+ (Superior), Financial Size Category XV by A.M. Best Company and A+ (Strong), by S&P.

The Vice President of Client Experience and Innovation is responsible for leading the strategic direction and execution of risk management, enhancing client experience, and driving innovation within the organization. This role involves developing and implementing policies, procedures, and strategies to mitigate risks, improve client satisfaction, and foster a culture of innovation. The VP will lead a multidisciplinary team of risk engineers and claim executives and collaborate with various departments to support the company's overall objectives.

Key functions will include but not be limited to:

• Develop and execute the strategy for risk management, client experience, and innovation, aligning with the company's overall goals and objectives.
• Create and implement risk management policies and procedures to identify, assess, and mitigate risks.
• Design and implement strategies to enhance client satisfaction and loyalty, ensuring a seamless and positive experience across all functional areas.
• Foster a company-wide culture of innovation by identifying opportunities for improvement, challenging the status quo and supporting cutting-edge ideas and solutions to drive business growth.
• Ensure compliance with all relevant regulations, laws, and industry standards.
• Lead and mentor a multidisciplinary team, fostering a culture of continuous improvement and professional development.
• Work closely with other departments, including sales & distribution, marketing, underwriting, claims, and operations, to ensure cohesive practices across the organization.
• Participate in the senior leadership meetings, highlighting functional area impact, client experience metrics and innovation initiatives.
• Stay abreast of industry trends and innovations, incorporating best practices into the company's framework.

MUST WORK OUT OF THE HIGH POINT, NC OFFICE.

Education Requirement:

• Bachelor's degree in Risk Management, Business Administration, or a related field. Advanced degree preferred.
• Strong analytical and problem-solving skills, excellent communication and interpersonal skills, and the ability to lead and motivate a team.
• Professional certifications such as Chartered Property Casualty Underwriter (CPCU), Associate in Risk Management (ARM), or similar are highly desirable.

Qualifications:

• Demonstrated ability to lead and inspire a team.
• Ability to develop and execute strategic plans.
• Strong commitment to enhancing client satisfaction.
• Ability to drive and implement innovative solutions.
• Strong collaborative skills to work effectively with various departments

We do not accept any unsolicited resumes from external recruiting agencies or firms. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.

Sponsorship not Offered for this Role

• Compensation Range: $45,000-$52,000
• Pipeline Status: This job posting is intended to support future hiring needs and does not represent an immediate vacancy.
• Use of AI in Hiring: We use artificial intelligence tools to screen and assess applications as part of our hiring process. Human recruiters review all results.

Client Service Agent

Connexions Inc. (CNX) is an appraisal management software that provides fast, reliable and cost-effective valuation services to the lending industry. CNX products manage the full administration of the appraisal process, vendors and support consistent quality control of policies and procedures. CNX is part of The Nationwide Group (TNG) — a pioneer of outsourced financial services software.

Position Summary

The role plays a critical part in the retention of our existing clients; Financial Industry. In this role, you will offer an exceptional client experience (Lenders & Appraisers) through problem solving and client requirement knowledge. You will ensure a smooth appraisal management process by monitoring appraisal requests. This is a Business to Business client service position (no sales). We are currently hiring for a full-time role.

Position Profile

• Excellent communication skills - verbal and written fluency at a professional level

• Post-Secondary Education required.

• Experience handling Client phone calls and email inquiries and delivering an exceptional client experience to financial industry partners.

• Industry experience in any of the following is an asset; business to business services, mortgage processing sector, call center/customer service environment, or professional data entry services

• Be available to work between 8:00 am – 8:00 pm (Eastern Time), Monday through Friday. Some Evenings Required

• Effectively handle client escalations by responding in a timely manner and follow escalation procedures and chain of command

• Sign up new broker user

• Proficient computer skills including competency with MS Word, Excel and Outlook

• Demonstrates sound judgment and effective problem solving skills

• Remains energized and focused in a fast-paced and evolving environment

• Must have speedy and accurate typing skills, and be detail oriented

• Seek opportunities to introduce new ideas and improve processes

• Industry knowledge is preferred but not mandatory.

We thank you for your interest only candidates selected for an interview will be contacted.

Position Summary
The Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under the direction of a lead servicer, this position consistently provides excellent customer service to external and internal clients to ensure client satisfaction and retention.
Primary Responsibilities

• Supports lead servicer in effectively managing a high-volume book of business ensuring all required tasks are completed accurately and on-time to meet the client needs.

• Set up and maintain accurate account details, contacts, and policy information in EPIC

• Attach, organize, and name documents in EPIC

• Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, proposal letters, change requests, proofs of insurance etc.

• Endorse policy in EPIC

• Create activities in EPIC and assign applicable team-member.

• Order loss runs

• 0-2 years experience in Commercial Property and Casualty

• Licensed or obtaining state Property & Casualty insurance license within a specified time frame

• Knowledge of Excel, Word, and other MS Office products to include basic formatting
• Able to learn coverage fundamentals.

• Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems.

• Seeks to obtain industry information, new product information, coverage, and technology to continuously improve knowledge performance.

• Strong written, oral, and interpersonal communication skills.

• Able to follow a well-established and familiar set of activities and/or process to derive a solution.

• Sets priorities and manages workflow to ensure effective, timely, and efficient service delivery.

• Works to achieve stated objectives and delivers results at the close direction of a senior team member.

• HS Diploma or equivalent

Physical Demands & Working Conditions
Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
To Executive Search Firms and Staffing Agencies
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Worlds property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Worlds Human Resources Talent Department.
Compensation
This is a New York based position with a competitive benefits package. The base salary ranges from $50,400 to $66,200, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs. Learn more about our careers at: .
#LI-MA1

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Brand New Plaintiff Personal Injury Attorney | Top-Ranked Firm | $500M+ Recovered for Clients | Onsite in Orange County | $180k Base Salary

I am currently working closely with one of the main partners at what I can truly say is a client-centric powerhouse firm that's expanding rapidly while maintaining a supportive, values-driven culture!

Highlights:

• Firm Achievements: Handled over 15,000 cases, recovered $500M+ for clients, and is recognized as a Top 10% Inc. 5000 company and Best Law Firm consecutively for 10 years. Featured in CNN, Forbes, The Wall Street Journal, and more for their impactful work in personal injury law.

• Empowerment and Support: Attorneys take ownership of cases with guidance available, supported by a fully paperless system for efficiency. Access to professional development, CLE opportunities, and mentorship programs.

• Culture and Growth: values-driven firm emphasizing radical authenticity, relentless pursuit of results, growth mindset, ownership, respect, and unwavering integrity. Enjoy team connection through biannual interactive retreats and regular firm events.

• Client-Centric Mission: As a plaintiffs-only firm, they are 100% dedicated to representing victims of negligence or wrongdoing (e.g., car accidents, defective products, workplace injuries).

• Growth Opportunities: Rapidly expanding firm with unlimited advancement potential in a supportive, innovative environment.

• Notable Successes: secured multimillion-dollar settlements and verdicts in high-profile cases, including helping victims of major wildfires recover for their losses, and advocating in wrongful death suits against negligent parties such as counties and corporations. Their track record includes exponential growth, recovering over $200M in one reported period alone, with features in major media highlighting their dedication to justice for injury victims.

The Role:

• Manage a caseload of personal injury matters from intake through resolution

• Conduct client consultations, investigations, and negotiations for settlements

• Prepare for and handle depositions, discovery, motions, and trials

• Collaborate with a team of experienced attorneys and support staff

• Advocate fiercely for plaintiffs in cases involving auto accidents, premises liability, product defects, and more

About you: 7+ years of experience in Personal Injury (PI) litigation, preferably on the plaintiffs' side.

Location: Onsite in Orange County

Package:

• Base salary of $180k

• Comprehensive benefits including health, dental, vision, and 401(k) retirement plan

If this sounds like you and your ideal next move, please book in some time below for us to speak: OR Email your resume to:

NEW: Civil Litigator (2-5 Years) | Complex Civil & Business Litigation | Fortune 500 + Diverse Clients | Super Lawyers Team | LA-Hybrid | Up to $200K

Highlights:

• Prestigious Recognition: Multiple partners selected as 2024 Southern California Super Lawyers (an elite honor given to only ~5% of lawyers in the region)
• Case & Client Variety: Handle diverse, complex civil and business litigation matters involving real estate/HOA disputes, commercial contracts, entertainment industry issues, and more—working with Fortune 500 clients to individual entrepreneurs
• Collaborative & Experienced Team: Work alongside seasoned trial attorneys who bring deep expertise and mentorship to complex matters
• LA-Hybrid Flexibility: Based in the Los Angeles area with hybrid work options in a supportive, professional environment
• Growth Potential: Dynamic firm with ongoing expansion and opportunities for long-term career advancement in a respected practice

Key Responsibilities:

• Manage a varied caseload of civil litigation matters from inception through resolution
• Conduct legal research, draft pleadings/motions, handle discovery, and prepare for hearings, mediations, and trials
• Collaborate with partners and team members on strategy for complex disputes
• Provide strategic advice to clients across industries and client types
• Contribute to high-quality, results-driven representation in business and property-related litigation

Compensation & Benefits

• Competitive base salary up to $200,000
• Performance incentives/bonus potential
• Comprehensive benefits: health insurance, retirement plans, and professional development support
• Mentorship and opportunities to grow under top-tier litigators

What We're Looking For:

• JD from an accredited law school
• Active California Bar admission
• 2+ years of experience in general civil litigation (business, real estate, commercial, or related disputes preferred)
• Strong research, writing, advocacy, and client communication skills
• Ability to meet annual billable expectation of approximately 1800-1900 hours

For a confidential, no-obligation discussion, email your resume to or DM/apply directly here on LinkedIn. All inquiries kept strictly confidential.

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• We are seeking a dynamic professional to support and enhance the infrastructure and operations of the Vendor Relationship Management (VRM) team.
  
• This role will be instrumental in managing projects, optimizing processes, and driving operational excellence within our vendor governance framework.
  
• The successful candidate will contribute insights and strategies to mature our ways of working and strengthen partnerships with internal stakeholders and external vendors.
  

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• Operational Support: Own the management and delivery of assigned day-to-day VRM operational activities, ensuring efficiency and accuracy.
  
• Project Leadership: Lead and support initiatives that improve vendor governance, streamline processes, and enhance collaboration across teams. Leads creation of assigned presentations or other internal materials related to VRM group.
  
• Process Optimization: Identify and implement opportunities to mature workflows and optimize vendor management practices.
  
• Stakeholder Engagement: Partner with internal teams to foster strong relationships, source feedback, and improve communication channels.
  
• Governance & Reporting: Support development and maintenance of frameworks, tools, and reporting that enable effective vendor relationship management.
  
• Insights & Continuous Improvement: Analyze processes, data and trends to provide actionable recommendations for operational and strategic improvements.
  
• Meeting & Material Support: Coordinate meetings, develop agendas, prepare presentations, and manage documentation for internal and external audiences. May support the development of select materials for external vendor meetings as determined by the team.
  

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• Strategic Thinking: Ability to see the big picture and align operational improvements with organizational goals.
  
• Collaboration: Proven ability to work well as part of a team, building strong relationships across stakeholders and fostering a culture of partnership and trust.
  
• Adaptability: Strong desire and ability to work in a fast-paced, dynamic environment and adjusts to changing priorities with ease.
  
• Problem-Solving: Applies critical thinking to identify issues and develop innovative solutions.
  
• Analytical Thinking: Demonstrates excellent technical or analytical knowledge base, with ability to assess data, processes and understanding to tell a meaningful story and message.
  
• Accountability: Takes ownership of deliverables and ensures timely, high-quality outcomes including ability to make critical decisions related to projects and tasks. Demonstrates excellent attention to detail, teamwork, and initiative; maintains confidentiality; maintains meticulous attention to project deadlines.
  
• Influence & Communication: Demonstrates excellent verbal and written communication skills to effectively and persuasively to drive alignment and action.
  
• Continuous Improvement Mindset: Proactively seeks opportunities to enhance processes and ways of working with confidence to voice opportunities.
  

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• BA/BS degree with 5+ years of relevant experience in vendor management, outsourcing, or project management within biotech or pharmaceutical industries.
  
• Strong foundation in project management and vendor governance frameworks.
  
• Previous experience in multiple aspects of Relationship Management including partnering with vendors and cross-functional stakeholders - several years and direct experience preferred.
  
• Experience in Clinical Trial Delivery or Drug Development Lifecycle preferred.
  
• Excellent communication, analytical, and organizational skills.
  
• Proficiency in Microsoft Excel, Word, PowerPoint, and SharePoint.