Client Resources Inc Jobs in Usa

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

• Certified Financial Planning (CFP) certification is preferred
• Bachelor's degree preferred

Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities:

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required qualifications, capabilities, and skills:

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred qualifications, capabilities, and skills:

• Certified Financial Planning (CFP) certification is preferred
• Bachelor's degree preferred

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job Responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required Qualifications, Capabilities, and Skills

• At least 2 years in a financial advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred Qualifications, Capabilities, and Skills

• Certified Financial Planning (CFP) certification is preferred
• Bachelor's degree preferred

Investment and insurance products are:

• NOT FDIC INSURED
• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
• NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
• SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

About Manatee Memorial Hospital (MMH):

Manatee Memorial Hospital® in Bradenton, Florida, has served the citizens of Manatee, Sarasota and surrounding counties for over 70 years and has earned The Joint Commission’s Gold Seal of Approval.

The 295-bed hospital with over 800 physicians, residents and allied health professionals, offers advanced healthcare services in a caring and compassionate environment. Services include cardiac care and cardiovascular medicine, emergency care for all ages, surgery services — including robotic-assisted surgery with the da Vinci® Surgical System, a weight–loss program, orthopedic services, outpatient and inpatient radiology and rehabilitation, respiratory care, sleep, oncology, wound care and women’s and children’s services.

Manatee Memorial Hospital offers a Level II Neonatal Intensive Care Unit for babies with special needs and has the only Pediatric Center hospital-based outpatient multidisciplinary pediatric therapy center in Manatee County.

The Registered Nurse promotes and provides safe, competent nursing care for patients in accordance with facility policies, standards, and philosophy.  Demonstrates professional leadership and support to the healthcare team while providing the foundation of all patient-centered nursing care. Communicates with physicians and other nursing staff about patient needs, administering IV’s and medications to aid in patient health and using medical equipment to monitor patient vital signs.

Job Information:

• This opportunity is for a weekend only full-time days position on Resource Pool

MMH offers comprehensive benefits such as:

• Challenging and rewarding work environment
• Competitive Compensation & Generous Paid Time Off
• Excellent Medical, Dental, Vision and Prescription Drug Plans
• 401(K) with company match and discounted stock plan
• SoFi Student Loan Refinancing Program
• Tuition savings to continue your nursing education with Chamberlain University
• Career development opportunities within UHS and its 300+ Subsidiaries!
• Pet Insurance
• More information is available on our Benefits Guest Website:

About Universal Health Services

One of the nation’s largest and most respected providers of hospital and healthcare services, Universal Health Services, Inc. (UHS) has built an impressive record of achievement and performance. Growing steadily since its inception into an esteemed Fortune 500® corporation, annual revenues during 2025 were $17.4 billion. In 2026, UHS was again recognized as one of Fortune World’s Most Admired Companies™ and in 2025, was listed in Forbes ranking of America’s Largest Public Companies.

Headquartered in King of Prussia, PA, UHS has approximately 101,500 employees and continues to grow through its subsidiaries. Operating acute care hospitals, behavioral health facilities, outpatient facilities and ambulatory care access points, an insurance offering, a physician network and various related services located in 40 U.S. states, Washington, D.C., Puerto Rico and the United Kingdom. For additional information visit Fortune, ©2025, 2026 Fortune Media IP Limited. All rights reserved. Used under license.

• Graduation from Accredited School of Nursing
• Current RN licensure in Florida
• 1 year of acute care experience required
• Current BLS through American Heart Association 
• Current ACLS through American Heart Association  

EEO Statement

All UHS subsidiaries are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and teammates. UHS subsidiaries are equal opportunity employers and as such, openly support and fully commit to recruitment, selection, placement, promotion and compensation of individuals without regard to race, color, religion, age, sex (including pregnancy, gender identity, and sexual orientation), genetic information, national origin, disability status, protected veteran status or any other characteristic protected by federal, state or local laws.

Avoid and Report Recruitment Scams

We are aware of a scam whereby imposters are posing as Recruiters from UHS, and our subsidiary hospitals and facilities. Beware of anyone requesting financial or personal information.

At UHS and all our subsidiaries, our Human Resources departments and recruiters are here to help prospective candidates by matching skill set and experience with the best possible career path at UHS and our subsidiaries. During the recruitment process, no recruiter or employee will request financial or personal information (e.g., Social Security Number, credit card or bank information, etc.) from you via email. Our recruiters will not email you from a public webmail client like Hotmail, Gmail, Yahoo Mail, etc.

If you suspect a fraudulent job posting or job-related email mentioning UHS or its subsidiaries, we encourage you to report such concerns to appropriate law enforcement. We encourage you to refer to legitimate UHS and UHS subsidiary career websites to verify job opportunities and not rely on unsolicited calls from recruiters.

ABOUT US

At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence.

HUB is one of the largest global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

ABOUT HUB'S RISK SERVICES DIVISION

HUB's Risk Services Division is a team of certified risk management professionals with deep expertise across diverse industries and disciplines. Operating throughout the USA and Canada, we deliver proven solutions that help clients identify, quantify, and mitigate risk—protecting what matters most: their people, property, and profitability.

THE OPPORTUNITY

Join HUB's Risk Services Division as a National VP, Private Client Risk Consultant . This consultative role combines strategic thinking with hands-on client advisory designing and delivering best-in-class risk management services for individuals, estates, and family offices.

You will be the primary risk management resource for our most sophisticated clients, developing personal risk strategies that protect assets, strengthen resilience, and improve readiness for disruptive events. This position requires practitioner-level experience across key risk domains and the ability to build scalable support programs that connect clients to world-class expertise within HUB and our trusted external specialist network.

WHAT YOU'LL DO

Client Advisory & Personal Risk Strategy

• Serve as the trusted risk advisor and primary point of contact for complex HNW and family office clients
• Develop comprehensive Personal Risk Strategies covering homes, automobiles, valuables, collections, umbrellas, specialty assets, and lifestyle exposures
• Conduct consultative risk assessments to identify coverage gaps, exposure trends, and opportunities for enhanced protection
• Advise clients on coverage limits, deductibles, risk transfer options, and proactive mitigation strategies
• Provide ongoing guidance during life events (home purchase/renovation, collectible acquisitions, family changes)
• Identify and communicate everyday exposures to risk, ensuring clients maintain proper protection as circumstances evolve
• Collaborate with clients' external advisors (attorneys, wealth managers, family office teams) to deliver integrated solutions

Relationship Management & Business Development

• Develop and maintain long-term relationships with high-net-worth and ultra-high-net-worth clients
• Partner with Producers, Account Managers, and Team Leads on new business development and retention initiatives
• Participate in client reviews, strategic account planning, and new business presentations
• Support proposal responses and RFPs for consulting opportunities with existing and prospective clients
• Drive client acquisition through referrals and exceptional service delivery

Risk Assessment & Strategy Development

• Design tailored risk management and loss control strategies aligned with client objectives
• Conduct comprehensive program assessments identifying loss prevention and risk mitigation opportunities
• Develop evaluation frameworks, risk management deliverables, and issue identification protocols
• Advise clients on best practices for comprehensive risk mitigation across their entire portfolio
• Create strategies to build resilience, improve insurability, and enhance overall risk performance

Emergency Planning & Preparedness

• Develop family-specific and region-specific emergency response, catastrophe, and evacuation plans
• Collaborate with Fine Arts Practice on extraction protocols (floor plans, utility shut-offs, access routes, vendor pre-arrangements including transit, movers, conservators, risk mitigation firms, security)
• Work with Yacht Practice on marine emergency and evacuation planning
• Build crisis readiness programs for high-value residences and assets

Training, Education & Thought Leadership

• Develop site-specific training plans with clients and carrier partners
• Create and deliver national and regional educational webinars supporting marketing efforts
• Maintain expert-level knowledge of risk management tools, technology, emerging trends, and industry developments
• Provide subject matter expertise content and collateral to sales teams, service teams, and risk consultants
• Support media interviews and speaking opportunities at industry events

Compliance & Carrier Relations

• Review and analyze carrier risk management and loss control requirements
• Assist clients with compliance planning and implementation
• Develop and manage strategic relationships with insurance carrier and vendor partners

Dashboard & Tracking

• Develop tracking dashboards to monitor client assistance, producer engagement, and service delivery metrics
• Measure and report on consulting impact, client satisfaction, and program effectiveness

Communication & Collaboration

• Coordinate seamless client discussions and internal team meetings ensuring outstanding communication
• Work collaboratively with consultants and client teams (risk managers, legal counsel, etc.) to exceed client expectations
• Proactively communicate with stakeholders, address concerns, and set clear expectations
• Contribute to strategic account reviews and continuous growth planning for our consulting practice

Additional Responsibilities

• Lead risk management initiatives using accepted project management and consulting best practices
• Contribute to internal crisis management team activities
• Support special projects as assigned

WHAT YOU BRING

Required Experience & Education

• Minimum 10 years of progressive consulting experience as a risk/loss control professional in insurance brokerage or carrier environments
• Demonstrated consulting proficiency with proven ability to collaborate with internal teams and external partners
• Deep understanding of personal lines coverages and risk analysis
• Strong client-facing presence with consultative mindset
• University degree required, Master's degree in relevant field preferred

Professional Development

• Completion of (or active progression toward) professional risk management designations such as CRM, ARM, CPRIA, CPCU, or CAPI highly desirable
• Commitment to ongoing professional development and industry knowledge

Skills & Competencies

• Exceptional analytical and problem-solving capabilities
• Strong project management skills with ability to manage multiple complex engagements
• Excellent written and verbal communication skills in English
• High attention to detail and accuracy
• Ability to work under pressure and consistently meet deadlines
• Proficient with Microsoft Office suite
• Highly self-motivated with demonstrated ability to work independently with limited supervision
• Varied industry experience across multiple sectors desirable

Travel & Work Requirements

• Ability to travel across the HUB footprint in the US and Canada (up to 30% of work schedule)
• Flexibility to work beyond normally scheduled workweek as necessary

WHAT WE OFFER

HUB offers a competitive compensation and benefits package commensurate with the candidate's experience and abilities, including:

• Comprehensive health and wellness benefits
• Professional development and continuing education support
• Career advancement opportunities within a top-5 global broker
• Collaborative, high-performance culture
• Access to cutting-edge risk management tools and resources

JOIN OUR TEAM

Do you believe in the power of innovation, collaboration, and transformation? Do you thrive in a supportive and client focused work environment? Are you looking for an opportunity to help build and drive change in a rapidly growing and evolving organization? When you join HUB International, you will be part of a community of learners and doers focused on our Core Values: entrepreneurship, teamwork, integrity, accountability, and service.

Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $140,000 to $200,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. If you believe that your qualifications and experience surpass the minimum requirements for this role, we encourage you to submit your application. By doing so, we will be able to keep your application on file for consideration for potential future positions within our organization. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

The Client Service Coordinator (\"CSC\") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families.

The Five Principles:

• Quality The consumer is our boss, quality is our work and value for money is our goal.
• Responsibility As individuals, we demand total responsibility from ourselves; as associates, we support the responsibility of others.
• Mutuality A mutual benefit is a shared benefit; a shared benefit will endure.
• Efficiency We use resources to the full, waste nothing and do only what we can do best.
• Freedom We need freedom to shape our future; we need profit to remain free.

Hiring Qualifications Competencies:

• Leadership
• Customer Focus
• Peer Relationships
• Integrity & Trust
• Action Oriented
• Listening Functional
• Preventative Care and OWPs
• Communication Skills
• Client Service Skills
• Priority Setting
• Time Management

Capabilities and Experience (Can Do):

• Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration.
• Communication skills - Reads, writes and speaks fluent English, using appropriate grammar, style and vocabulary. Correctly spells commonly used English words and job specific terms. Demonstrates exceptionally strong written and verbal communication skills.
• Organizational ability Demonstrates a systematic approach in carrying out assignments. Is very orderly and excels at cutting through confusion and turning chaos into order.
• Problem solving skills - Demonstrates a strong ability to identify, analyze and solve problems. Translates problems into practical solutions.
• Client service skills - Consistently ensures the team provides the client with attentive, courteous and informative service. Gains and shows personal satisfaction from delivering great service.
• Intellectual ability - Accurately and consistently follows instructions delivered in an oral, written or diagram format. Can provide directions.
• Mathematical ability - Ability to add, subtract, multiply and divide, and to compute rate, ratio and percent; ability to convert units of measurement.
• Computer skills - Comfortably and confidently uses a computer and specialized software. Microsoft Word, Excel, Access, Outlook, etc.

Attitudes (WillDo):

• Initiative shows willingness and aptitude to use own discretion in taking appropriate steps in finding solutions to problems; presents options and ideas to enhance current processes or procedures. Takes on additional responsibility when both big and small tasks need to be done.
• Integrity Firmly adheres to the values and ethics of Banfield Pet Hospitals. Exhibits honesty, discretion, and sound judgment.
• Cooperativeness Willing to work with others, collaborating and compromising where necessary; promptly share relevant information with others.
• Flexibility Is open to changing situations and opportunities and is willing to perform all tasks assigned.
• Independence Able and willing to perform tasks and duties without supervision.
• Tolerance for Stress / Resiliency Maintains a positive \"can do\" outlook, rebounds quickly from frustrations and unpleasantness, and maintains composure and friendly demeanor while dealing with stressful situations.

Special Working Conditions:

• Ability to work at a computer for long periods of time.
• Ability to be confident around pets (i.e., dogs, cats, birds, reptiles, etc.)
• Client needs and work volume may often require more than 40 hours per week to complete essential duties of this job. This position requires special hours including working weekends and evenings.
• Must have mental processes for reasoning, remembering, mathematics and language ability (reading, writing, and speaking the English language) to perform the duties proficiently.
• The noise level in the work environment is moderately high.
• Requires sufficient ambulatory skills in order to perform duties while at hospital.
• Ability to stand, walk, stoop, kneel, crouch, and climb as well as manipulate (lift, carry, move) up to 50 pounds.
• Requires good hand-eye coordination, arm-hand-finger dexterity with the ability to grasp, and visual acuity to use a keyboard and operate equipment.
• Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
• Associate is routinely exposed to a variety of pets that may bite or scratch, and on occasion, exposed to anesthesia, radiation, biological hazards and medication/controlled substances.

Experience, Education and/or Training:

• High School Diploma or equivalent preferred.
• Must be at least 18 years old to perform duties involving radiography (x-ray) and exposure to radioactive substances.
• One year related experience required with customer service preferred.
• Medical background (veterinary technician, human healthcare, pharmaceutical, etc.) with medical terminology training is preferred.

The pay range for this role is $15.00 - $17.70 Hourly. The pay range listed reflects a general hiring range for the area, with the specific rate determined based on the candidate's experience, skill level, and education, and may vary depending on location or applicable minimum wage laws.

Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Check out some of our \"Meow-velous\" benefits:

• Comprehensive Medical, Dental, and Vision Insurance: Enjoy peace of mind knowing your health and wellness are our top priorities. We've got your essential medical, dental, and vision care covered.
• Generous Retirement Plans (401(k) and Roth): Invest in your future and enjoy a generous company match to help you build a secure financial future.
• Best-in-Class Student Debt Relief Program (for Full-Time DVMs): At Banfield, we understand the significant financial burden of student debt on veterinarians. We are committed to supporting our veterinary professionals and believe that addressing student debt is crucial for the long-term health of the veterinary profession.
• Paid Time Off and Holidays: Take a break, recharge your wellbeing, and celebrate days of personal significance with paid time off and holidays.
• Top-Tier Mental Health and Wellbeing Resources: Your mental health matters. Access our industry-leading resources, including free coaching and counseling sessions, to support your overall wellbeing and help you thrive.
• Associate Life Insurance (company-paid) & Supplemental Life Insurance: Protect your loved ones with our company-paid Associate life insurance and have the option to purchase additional coverage for extra peace of mind.
• Company-Paid Short- and Long-Term Disability: Feel secure knowing that if you face a temporary or long-term disability, you'll have financial protection.
• Flexible Spending Accounts (FSA): Save on healthcare and dependent care expenses by setting aside pre-tax money. It's a smart way to manage your budget and take care of your needs.
• Health Savings Account (HSA): Make the most of your healthcare dollars with a tax-advantaged HSA, allowing you to pay for medical expenses with pre-tax funds.
• Paid Parental Leave: We support growing families with paid parental leave for both birth and adoption, giving you precious time to bond with your new family addition.
• Continuing Education Allowance (for Eligible Positions): Banfield is committed to supporting the professional growth of our Associates. This allowance provides financial assistance to pursue continuing education opportunities.
• Back-Up Child and Elder Care & Family Support Resources: When life's unpredictable moments arise, our backup care and family support benefits provide the help you need to keep things running smoothly.
• Fertility and Family Building Support: We're here for

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

LOCATION: Boca Raton, FL, hybrid in office 3 days a week

JOB OVERVIEW:

The Employee Benefits Sr. Client Manager (SCM) works with the Producer or Client Executive (CE) to implement a client's employee benefits strategy and to service the account. Responsibilities include preparing communication materials, conducting open enrollment meetings, collecting and preparing compliance materials, and servicing the day-to-day needs of the client.

WHAT YOU’LL DO:

Service
• Establish and maintain the day-to-day business relationship with the client, becoming the first point of contact
• Work with clients, producers and other team members to implement a comprehensive customer service plan
• Coordinate and support clients regarding open enrollment meetings, including preparation of communication materials
• Complete cobra paperwork on behalf of the client, both at renewal and for new group set up
• Distribute or facilitate distribution of resource information provided by the Client Executive (CE) to clients to continually keep them informed of benefit trends, State and Federal legislation, rules, and regulations
• Liaison with compliance department and Client Executive (CE) to advise clients on government reporting compliance issues, and to assist with the preparation of client specific compliance resources
• Compile and maintain client and benefit plan information in EPIC's CRM - new group set up and renewals- data provided by Client Executive
• Issue resolution for simple claims, coordinate escalated claims with the claims department and share communication to the claimant as to who is on contact point post transfer to the claims department
• Resolve enrollment and eligibility issues
• Research and resolve client billing issues
• Maintain open and continuing communication with the assigned Client Executive on all client issues and events
• Coordinate and participate in consistent training/mentoring events with the Client Executive
• Coordinate meetings and updates as needed

Personal and Organizational Development
• Work with CE to set priorities and manage workflow to ensure goals are met;
• Maintain up-to-date proposals, workflow logs, update all benefits information on agency management system, manuals or other required documentation and records
• Be responsive and Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company
• Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance
• Project a professional image in action and appearance.

WHAT YOU’LL BRING:

• Full knowledge of Employee Benefits lines of coverage and services
  • Intermediate knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher and Excel
  • Strong attention to detail and time management abilities
  • Strong ability to multi-task and assign priorities
  • Ability to work effectively and efficiently in a team environment as well as independently without direct supervision
  • Strong interpersonal communication skills; both written and oral
  • Demonstrated experience with agency management systems and HR portals, and the capability to learn and use other systems quickly and effectively
• High school diploma required; some college preferred
  • Prefer five or more years’ experience as a Client Manager with a benefits consulting or brokerage firm, or comparable experience with an insurance carrier, or TPA
  • Must be able to work in a fast-paced environment with demonstrated ability to juggle/prioritize multiple competing tasks and demands
  • Must have a high level of interpersonal skills to handle sensitive and confidential situations. The position continually requires teamwork, responsiveness, demonstrated poise, tact, and diplomacy.
• Life and Health License; or willing to obtain within 60 days of hire date;
  • Valid Driver License

COMPENSATION: The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

Generous Paid Time off

Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days

Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave

Generous employee referral bonus program of $1,500 per hired referral

Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)

Employee Resource Groups: Women’s Coalition, EPIC Veterans Group

Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development

Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support

Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs

50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!

EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation

We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page:  

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

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Award-winning, inclusive, top workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Advisor Manager at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).

As our Yacht Client Advisor Manager, you'll be at the helm of a dynamic team, guiding client advisory efforts and ensuring our clients receive top-notch service. You'll keep a pulse on client satisfaction, proactively delivering solutions that meet their needs. Collaboration is key, so you'll work closely with our sales team to assign client advisors and manage smooth transitions. Working collaboratively with various business units, you'll promote a OnePCS mindset and build strong relationships across the organization. Building and nurturing relationships with Centers of Influence (COIs) will be a priority, as these connections can enhance our service offerings.

You'll also take charge of forecasting and conducting performance reviews, addressing any underperformance to keep the team on track. Managing relationships with local and regional carriers is essential, and you'll stay informed about contract changes and underwriting guidelines to ensure compliance with regulatory requirements while overseeing the audit process. Your role will involve handling client communications and presentations, as well as participating in hiring and interviewing processes to bring in the best talent. You'll analyze workload and manage resources effectively, conducting regular staff meetings and one-on-ones to foster development.

For larger clients, you'll participate in advisory reviews and assist in resolving complex client or underwriting issues. Your focus will be on colleague development, training, and succession planning, ensuring our team is well-prepared for the future. You'll monitor key performance indicators (KPIs) to deliver solid financial results and develop business plans that set clear goals for referrals, new business, and cross-selling opportunities for Client Advisors. Additionally, you'll manage reporting requirements on a weekly, monthly, and quarterly basis while leading a hybrid workforce. Embracing change and adapting as needed, you'll reinforce the Marsh McLennan Agency Private Client Service vision and communicate effectively to provide clear and consistent leadership during transitions.

We'd love to meet you if your professional track record includes these skills:

• Yacht insurance experience required
• Personal lines insurance experience with High-Net-Worth clientele
• Property & Casualty (P&C) License
• Client service orientation with balance on managing expectations
• Ability to travel for client and company meetings as needed
• 5+ years experience managing individuals and team goals preferred
• 3-5+ years yacht insurance background required with client facing experience
• Demonstrate an understanding of cultivating opportunities from within their client's centers of influence

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work if near an office; or fully remote on the East Coast
• Charitable contribution match programs
• Stock purchase opportunities

We embrace a culture that celebrates and promotes the many backgrounds, heritages, and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

The applicable base salary range for this role is $81,270 to $151,620. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

• 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.

Help Others, Make a Difference, Save a Life.

Do you want to make a difference in people's lives every day?
Or help people navigate the tough spots in their life?
And do it all while working where your hard work is appreciated?

You have a lot of choices in where you work…make the decision to work where you are valued!

Join the McNabb Center Team as the Healthy Families Family Resource Specialist today!

The Healthy Families Family Resource Specialist

1. Manages referrals to the Healthy Families program in accordance with the Healthy Families America model requirements, including.

• Attempting contact with all referrals within 24 to 48 hours of receiving the referral.
• Contacting each referred family a minimum of 2 times a month during the first trimester and second trimester and until the family is assessed.
• Contacting each referred family a minimum of 1 time per week during the third trimester and until the family is assessed.
• Contacting each referred family a minimum of 2 times per week once the infant is born and until the family is assessed.
• Ensuring all necessary data related to referrals and screenings is inputted correctly into the Heathy Families America Entrance to Exit log that is submitted for accreditation.

2. Initiates and conducts screenings for families interested in the Healthy Families program.

• Conducting screening on all families using the Healthy Families Screening Tool and Contact Form.
• Ensuring all necessary data related to referrals and screenings is inputted correctly into the Heathy Families America Entrance to Exit log that is submitted for accreditation.

3. Initiates and conducts welcoming, quality, and engaging assessments for all families enrolling in the Healthy Families program in accordance with the core Healthy Families America model standards, including.

• Completing the validated Family Resilience and Opportunities for Growth (FROG) Scale with newly enrolling families.
• Helping families identify their family strengths and areas of need
• Ensuring the FROG assessments are completed prenatally or within 3 months of the infant's birth.
• Preparing each FROG for review by supervisor.
• Reviewing each FROG with supervisor.

4. Promotes the Healthy Families program by.

• Maintaining quality and positive relationships with referring organizations.
• Providing referring organizations follow up on every referral received, including whether or not the family declined services.
• Represents the program at formal community venues to promote the program and facilitate referrals.
• Attending monthly Community Advisory Boards to ensure close communication occurs between Healthy Families program and community resources.
• Collecting Memorandum of Understandings from formal community partners.

5. Maintains documentation of services, quality measurement tools, and tracking forms in accordance with the Health Families America model, including.

• Submitting monthly Family Assessment Worker reports by the third day of the month
• Maintaining the Referral Log submitted for accreditation.
• Maintain the Closure Log submitted for accreditation.
• Entering all screening, FROG, and Closure information onto tracking spreadsheets submitted for accreditation.
• Tracking all outreach and community event participation used in the accreditation process.

6. Maintains completion of required supervision, including.

• Ensuring weekly reflective supervision.
• Ensuring documentation and tracking information is prepared ahead of supervision for review.

7. Completes required trainings in accordance with Healthy Families America model standards, including completing.

• 28 hours of initial Foundations for Family Support Core Training.
• Annual Child Abuse and Neglect training.
• Annual service population-focused training.
• Annual McNabb Center Relias trainings, CPR and First Aid, and Handle with Care trainings.
• 15 hours of Infant Mental Health Training annually to maintain Endorsement.

8. Achieve and maintain Infant Mental Health Endorsement through the Tennessee Association of Infant Mental Health, including.

• If hired without an Endorsement, will submit application on Endorsement Application System, uphold Ethics Code, achieve mandatory references, and complete and submit 30 hours of required infant mental health training within first year of employment.
• Once Endorsement is achieved or if hired with an endorsement, will maintain endorsement every year but completing and submitting 15 continuing education hours and updating the Code of Ethics review process annually.

9. Takes an active role in ensuring the McNabb Center completes and maintains Healthy Families America Accreditation, including.

• Familiarizing self with the more than 150 required Policies and Procedures.
• Ensuring all documentation is maintained for accreditation.
• Ensuring trainings are maintained.
• Ensuring home visiting rates are tracked and home visits are completed.
• Completed accreditation interview.

10. Utilizes Reflective Practices in all aspects of work, which includes but is not limited to.

• Using the 7 Core Healthy Families America Reflective Strategies with all families during home visiting services.
• Maintaining interest in and the ability to see things from multiple points of view.
• Using an ecological perspective when working with families.
• Maintaining up-to-date knowledge of infants, toddlers, and attachment and the ability to their relationships with their caregivers.
• Using self-awareness by being clear on one's own values and triggers and how these things influence their perceptions and interpretation of family needs and the impact on families.
• Maintaining a balanced and realistic view of relationships including positive and negative aspects.
• Talking about and thinking about relationships and personal feelings that arise during supervision.
• Considering another person's feelings, wants, needs, and states of mind so interactions and responses can be intentional.
• Ensuring if ruptures occur with a family, they are repaired.
• Taking responsibility for their own contributions and reactions to difficult situations.
• Tolerating ambiguity.
• Recognizing and taking action when one's self needs to be put in a more balanced state.

JOB DUTIES/RESPONSIBILITIES

This job description is not intended to be all-inclusive; and employee will also perform other reasonably related job responsibilities as assigned by immediate supervisor and other management as required. This organization reserves the right to revise or change job duties as the need arises. Moreover, management reserves the right to change job descriptions, job duties, or working schedules based on their duty to accommodate individuals with disabilities. This job description does not constitute a written or implied contract of employment.

COMPENSATION:

• Starting salary for this position is approximately $16.71 - $17.76 /hr based on relevant experience and education.

QUALIFICATIONS - Healthy Families Family Resource Specialist

Experience:

• One-year experience providing evidence-based home visiting services preferred.
• Experience working with young children and families required.

Education / Knowledge:

• Bachelor's degree in Social Work, Psychology, or related field preferred.
• High school diploma and lived experience required if not Bachelor's Qualified.
• The Association of Infant Mental Health in Tennessee (AIMHITN) Infant Mental Health Endorsement preferred.
• Required to apply for AIMHITN Infant Mental Health Endorsement within the first year of employment if hired without endorsement.
• Training and knowledge in infant and early child development and parenting skills required.

Physical/Emotional/Social - Skills/Abilities:

• To perform this job successfully, an individual must have excellent communication skills with colleagues and clients.
• Must be able to build quality and caring relationships with clients where clients feel supported and heard.
• Must be able to maintain a trauma-informed approach when serving families.
• Must maintain appropriate boundaries with clients and colleagues.
• Willingness to engage in building reflective capacity.
• Must be able to manage a flexible schedule and multiple tasks.
• Must be able to use reflective practices in working with families.
• Must be able to work with diverse populations in culturally sensitive ways.
• Must have an F endorsement and be able to drive for work-related duties.
• Must be able to utilize a dependable vehicle for home visitation services.
• Certification and training in verbal de-escalation strategies required.

Location:

• Knox County, Tennessee

Apply today to work where we care about you as an employee and where your hard work makes a difference!

Helen Ross McNabb Center is an Equal Opportunity Employer. The Center provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment.

Helen Ross McNabb Center conducts background checks, driver's license record, degree verification, and drug screens at hire. Employment is contingent upon clean drug screen, background check, and driving record. Additionally, certain programs are subject to TB Screening and/or testing. Bilingual applicants are encouraged to apply.

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