1mo
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Client Advisor
Clearwater or Sarasota
HybridFull Time
Manage complex business insurance accounts, renewals, client service, and mentoring; requires current 2-20 license and deep knowledge of commercial insurance and marketplace conditions.
Sagitta Agency Management System
3w
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Registered Client Associate
Sarasota, Florida, United States
OnsiteFull Time
3+ YOESeries 7 and 66 licenses preferred, 3+ years client service experience in finance preferred, bachelor\u0002s degree preferred, strong communication, detail orientation, and Microsoft Office proficiency.
Microsoft Office Suite
5d
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Client Success Associate
Irving or Fort Myers
$53k-$77k/yr HybridFull Time
0.5+ YOEBachelor's preferred, 6+ months relevant experience, strong communication, collaboration, prioritization, critical thinking, and client engagement skills.
1mo
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Client Service Manager
Cape Coral, Florida, United States
HybridFull Time
3+ YOE3+ years commercial client service management experience, property and casualty insurance license, proficiency with Microsoft Office, strong communication, adaptability, and collaborative mindset.
Microsoft Office
2w
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Client Onboarding Specialist
Fort Myers, Florida, United States
HybridFull Time
2+ YOEBachelor's or 2+ years relevant experience, 2 years in financial sector preferred, strong communication, Microsoft Office and Salesforce proficiency, ability to manage client correspondence and onboarding.
Microsoft Office Suite, Salesforce
6d
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Registered Client Service Associate
Sarasota, Florida, United States
OnsiteFull Time
Supports client relationships, processes requests and transactions, onboards and maintains accounts, prepares client materials; requires industry product knowledge, strong communication, organizational and computer skills.
Microsoft Office
3d
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Client Services Coordinator
Sarasota, Florida, United States
OnsiteFull Time
3+ years client-facing service experience preferred; strong communication, organization, Microsoft Office and Adobe Acrobat proficiency; bachelor's degree preferred; CLA or FRP certification beneficial.
Microsoft Office Suite, Adobe Acrobat, Qualia
3w
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Client Service Representative
North Port, Florida, United States
OnsiteFull Time
2+ YOE2 years customer service experience required; 1 year veterinary or medical practice experience preferred; strong communication, time management, basic math for transactions, and client empathy.
Headspace, DailyPay
3w
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Client Service Representative
North Port, Florida, United States
OnsiteFull Time
2+ YOE2 years customer service experience required; 1 year veterinary (or human medical) experience preferred. Strong communication, basic math, appointment scheduling, data entry, and client interaction skills.
1w
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Client Consultant
North Port, Florida, United States
$76k-$88k/yr FieldFull Time
Valid driver’s license and clean background check; active Health & Life license or willingness to obtain; bachelor’s degree or equivalent; strong interpersonal and time-management skills.
CRM
3w
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Client Service Associate (Sarasota, FL)
Sarasota, Florida, United States
OnsiteFull Time
0+ YOEProvide high-touch administrative support to Financial Advisors; process client transactions, open accounts, use CRM and Excel, communicate with clients across channels, and manage competing priorities.
Client Relationship Management (CRM) software, Microsoft Excel
1mo
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Private Client Manager II
Sarasota, Florida, United States
OnsiteFull Time
7+ YOESeries 7/63/65 (or 7/66) required or obtainable, SAFE Act registration for mortgage origination, 7+ years managing high-net-worth client relationships, strong banking/credit knowledge, teamwork and interpersonal skills.
2mo
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Part Time Seasonal Client Associate - Miromar
Estero or Florida
OnsitePart Time, Seasonal
1+ YOEMinimum 1 year of client services experience; part-time availability including weekends, evenings, and holidays; proficient with POS and Microsoft applications; strong communication and sales skills.
Microsoft Applications, POS systems
1mo
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Client Support & Benefits Representative
Sarasota, Florida, United States
RemoteFull Time, Part Time
Requires (or willingness to obtain) an insurance license, strong communication and interpersonal skills, self-motivation, basic computer skills for CRM and client management, and ability to work independently.
CRM
3w
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Client Service Associate (Wealth Management)
Fort Myers, Florida, United States
OnsiteFull Time
0+ YOEClient service experience in wealth management or financial services (0+ years). Strong verbal/written communication, organization, discretion, and proficiency with Microsoft Office; ability to learn platforms quickly.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, BNY Pershing, Charles Schwab Advisor Services
1mo
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Client Development Director - Florida Division
Jacksonville or Winter Park or Tallahassee or Tampa or Sarasota or Fort Myers or Panama City or Pensacola or West Palm Beach or Fort Lauderdale or Port Saint Lucie or Miami Lakes or Merritt Island
HybridFull Time
15+ YOEBachelor's degree required; 15+ years in business/client development or related roles; proven leadership developing teams; proficiency with CRM systems and reporting tools; ability to influence stakeholders; willing to travel 25-35% within Florida.
CRM systems, business development reporting tools
1mo
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Client Service Representative
Fort Myers, Florida, United States
OnsiteFull Time
Experience in animal care preferred; excellent customer service, communication, organizational and problem-solving skills; reliable attendance and ability to work independently and in a team in a fast-paced environment.
5d
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Client Service Specialist
Bonita Springs, Florida, United States
HybridFull Time
2+ YOEHigh school diploma, 2+ years technical support/customer service/billing or software implementation experience; strong communication, attention to detail, bookkeeping familiarity, CRM and ticketing experience; able to work Bonita Springs office on Tuesdays and Thursdays.
EMR, EHR, CRM, QuickBooks, Recurly
3w
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Client Services Representative
Fort Lauderdale or Fort Myers or Miami or Ocala or Panama City or Sarasota or Tampa
HybridFull Time
Provide inbound policy and claims support, process endorsements and payments, maintain accurate records, meet QA and attendance standards, and obtain required insurance license within 90 days.
5d
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Client Intake Support
Fort Myers, Florida, United States
$38k-$40k/yr OnsiteFull Time
High school diploma or equivalent, strong administrative and customer-service skills, proficiency with Microsoft Word/Excel/Outlook, experience with Salesforce a plus, organized and empathetic; some college coursework preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Salesforce