Manager, Client Services Salary at Wealth Impact Advisors Llc BETA

Job Description Job Description JOB DESCRIPTION JOB TITLE: Field Service Technician EMPLOYER: OME Inc. SUMMARY: Performs a wide range of skilled mechanical work to produce quality products in a timely manner; performs operations from work instructions. DUTIES AND RESPONSIBILITIES: · Performs a wide range of skilled repetitive mechanical assembly operations in support of production projects. · Assembles, modifies, reworks, and/or reassembles production components utilizing drawings, process documentation, and/or verbal instructions. · Prepares and utilizes basic hand tools and machines including but not limited to power screwdriver, ruler, solder iron, clamp machine, heat gun, vise, solder pot, crimpers, pinning machine, and automatic wire strippers. · Identifies wires with use of basic color code sequence. · Participates in first time production runs of new products. · Supports cycle count activity, inventory handling, and inventory transactions following established material procedure

Provide assistance to Producers and Client Executives in servicing new and renewal business. Promptly and professionally assist clients with daily service needs. Regular interaction with Producers, Client Executives and carrier representatives to deliver a superior client service experience. REPORTS TO Client Executive—Commercial Lines Team Leader ESSENTIAL FUNCTIONS Has ultimate responsibility for the timely and accurate completion of the following: prepare binders, certificates, auto identification cards, endorsements, audits, policies, lost policy release, and account balance status as needed. Has ultimate responsibility for the timely and accurate completion of preparing all invoice transactions including preparation of premium finance agreements. Assist the Client Executive with informing and educating clients regarding policy coverage, changes, exclusions and other important policy information. Preparation of insurance summaries. Assist the Client Executive and/or Producer in con

The Client Manager ensures the successful implementation and ongoing service management of health and welfare employee benefit plans. The Client Manager serves as a project manager for renewals, new lines of business, and / or carrier transitions. As part of the ongoing client experience, the Client Manager is expected to provide well researched guidance and resolution in areas such as claims, file feed integrations, premium billing, coverage issues, and regulatory filing requirements. Timeliness, accuracy, attention to documentation protocols, and collaboration with clients, fellow team members, and carrier partners is essential. REPORTS TO Division Leader PRIMARY RESPONSIBILITIES Implementation Project Management: Facilitate client implementation timelines and execution from inception through delivery. Work with carriers on all implementation tasks, including implementation meetings and deliverables (census elections, carrier termination letters, signature documents and associated im

Provide assistance to producers and account executives in servicing new and renewal construction bonding business. Promptly and professionally assist clients with daily service needs. Regular interaction with producers, account executives and carrier/broker representatives to deliver a superior client service experience. REPORTS TO Senior Vice President – Construction and Surety Division ESSENTIAL FUNCTIONS Processing requests from customers, which will include researching construction bid documents to determine bonding requirements, preparing bonds and record keeping. Ability to manage multiple tasks, prioritize work and service customer needs with a sense of urgency. Prepare all invoices for clients and assist with receivables. Adhere to all agency procedures and E&O guidelines. Maintain the integrity of all electronic files by documenting all activity, correspondence, phone calls, faxes, and request for changes, thank you cards, etc. Provide technical support to account executives a

Company is Confidential. Our client is an established, successful national company seeking a Shared Services Manager for our newly formed Shared Services Center (SSC). This is an onsite role only. Candidate to be based in, or willing to relocate to the Greater Cleveland Area. Not interested in agency help. *CONTACT CENTER LEADERSHIP OR PRINT INDUSTRY LEADERSHIP ARE PREFERRED BACKGROUNDS: Print Industry backgrounds: Customer Service Manager, Scheduling Manager, Production Manager, Plant Manager, Past Owner in Print field. ESSENTIAL DUTIES AND RESPONSIBILITIES: The Shared Service Center Manager responsibilities include the following. Other duties may be assigned. Leadership & Strategy Build & lead the entire SSC team supporting 5 plants across Pacific, Central, and Eastern time zones. Lead the team to complete work effectively to ensure high-quality, timely delivery of orders & inventory to the plant floors. Manages SSC costs to ensure the SSC operates within budget Understanding Profit

Job Description Job Description UMS is seeking Water Meter Installers (Entry Level) The successful candidate should be self-motivated, have a great work ethic, and be able to work well with little supervision, in various environments or in inclement weather. COMPENSATION & BENEFITS UMS Meter installers on this project can expect to be paid the applicable prevailing wage rate. At UMS, we value hard work and recognize the role employee benefit programs play in your decision to join our company. In this position, you will have the opportunity to participate in an overall Comprehensive Benefits Program (health, dental, vision, life, AD&D and 401k), after 30 days of service with the company. Monday - Friday work week, occasionally Saturdays Base Rate of $20.00/ Fringe Rate $5.52 Weekly Paycheck 401(k) Retirement Account Numerous opportunities for growth and advancement, within the company THE POSITION As a part of our Meter Installation Team, you will be expected to: Remove the existing met

Step into a dynamic role as a Junior Client Manager! You’ll work closely with clients to understand their needs, manage expectations, and ensure the timely delivery of solutions. This role is perfect for individuals passionate about customer satisfaction and building strong partnerships. Key Responsibilities Develop and nurture client relationships Act as a liaison between clients and internal teams Monitor project milestones and ensure timely delivery Gather client feedback and drive continuous improvement Skills & Attributes Excellent communication and interpersonal skills Strong project management and organizational abilities Proactive and adaptable approach to challenges

Drive Excellence: We're Hiring a Marketing Manager! Are you a strategic leader with a passion for marketing innovation? We are looking for a Marketing Assistant to lead our marketing team and drive growth. Responsibilities Oversee all marketing activities and sales campaigns Develop and manage marketing budgets Lead market research efforts to guide strategies Coordinate with clients and teams across the US Organize team workshops and participate in executive training Monitor and report on marketing performance Travel to meet with clients and attend industry events Qualifications Strong experience in marketing management Excellent leadership and communication skills Proficiency in marketing tools and data analysis Bachelor's degree in Marketing or related field Ability to travel as required Benefits Professional growth and executive development Supportive and innovative team environment Participation in leadership workshops and training programs Lead our marketing team to success as our