39 client services manager jobs at 19 companies in Anamosa, IA
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Client Services Manager
Maquoketa, Iowa, United States
OnsiteFull Time
Ohnward Bancshares: Locally owned Iowa bank holding serving Eastern Iowa through banks, insurance, trust, farm, and wealth services.
4+ YOEAssociate degree in business, accounting, or related field, plus 4–6 years of related experience or equivalent education and experience. Requires banking regulations knowledge, accuracy, communication, organization, and leadership skills.
PeopleSoft, Application Interface, Asset Management, Business Intelligence Center (BIC), Microsoft Excel
Cetera Financial Group: Private U.S. wealth-management network that supports independent financial advisors, financial institutions, tax professionals, and their clients.
3+ YOEHigh school diploma/GED, minimum 3 years financial services or administrative experience, strong problem solving and independent execution, ability to manage multiple priorities and client service workflows.
GallagherNYSE: AJG: Global insurance brokerage, risk management, and consulting services firm.
3+ YOEBachelor's degree and 3+ years client coordination/claims management experience, or High School with 8+ years; license required; travel ~25%; preferred account/client services experience; strong relationship-building and communication skills.
CRM software, Microsoft Office, Email/communication tools
AO Garcia Agency: Independent insurance sales agency recruiting funnel.
Customer service dedication, strong communication and interpersonal skills, ability to lead and inspire teams, and interest in professional growth and development.
Bilingual (German/English) Client Program Specialist
Hiawatha, Iowa, United States
RemoteFull Time
Channel Fusion: Privately held channel marketing technology and support-services provider serving brands and channel partners.
Bilingual German/English, strong client-facing communication, detail-oriented, ability to manage multiple cases, preferred 2+ years in client-facing or program administration roles, familiarity with marketing analytics and co-op program guidelines.
Bank Iowa: Family-owned Iowa community bank serving farmers, families, and businesses with personal, agricultural, mortgage, and commercial banking.
2+ YOEBachelor's degree in finance, business, economics, or related field; Series 7, 65, and/or 66 licenses; 2–5 years of relevant financial services experience; strong analytical, presentation, organizational, and project management skills.
First MainStreet Insurance: Protect Today, Maximize Tomorrow.
Customer service or client relationship management experience, insurance industry experience preferred, Microsoft Office proficiency, strong communication and organization skills, and ability to obtain required insurance license within 30 days.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, EPIC
Cottingham & Butler: Privately held U.S. insurance broker providing property, casualty, risk management, and employee benefits services to organizations.
Client-facing account management with strong verbal/written communication, Excel proficiency, responsiveness, presentation delivery, problem-solving, and renewal/reporting experience.
SISCO: Privately held U.S. third-party benefits administrator serving employers and plan members with health-plan and claims services.
Serve as primary contact for brokers/clients, respond to inquiries, prepare reporting for renewals, lead client meetings, strong communication, Excel proficiency, presentation and problem-solving skills.
Monica Hursey - State Farm Agent: Woman-owned State Farm insurance agency serving Eldridge-area customers with auto, home, life, health, business, and pet coverage.
Experience in sales and client relationship management; excellent communication and customer service orientation.
TRICOR Insurance: Privately held independent insurance agency serving businesses, individuals, schools, and municipalities.
Provide client-facing account service, assess client risk and needs, design and recommend insurance coverages, maintain accurate client files, and mentor/coaching colleagues.
Management or sales experience required; basic computer skills including Word, Excel, and Outlook; leadership, coaching, client service, organizational, and problem-solving skills required.
Microsoft Word, Microsoft Excel, Microsoft Outlook
Mission Pet Health: Veterinarian-led, people-focused, pet-obsessed.
Provide excellent customer service, manage multi-line phone, maintain medical records, schedule appointments, handle financial transactions, educate clients, and work flexible schedule including weekends and holidays.
Edward Jones: Financial services firm providing wealth management and investment advice.
Provide administrative support to financial advisors, deliver client service, process account transactions, manage scheduling and documentation, and use MoneyGuide, Salesforce, and Microsoft Office.
The Edelson Agency: Private financial-services agency selling life insurance and advising clients on debt elimination and tax-free retirement strategies.
Strong sales, customer service, and organizational skills; ability to assess client needs, explain policies, manage applications, and support claims and renewals; remote work with flexible hours.
YSS: Iowa nonprofit providing youth and family education, counseling, housing, addiction treatment, and crisis support.
1+ YOEBachelor's in human services (required), 1+ year related experience, valid driver’s license, age 21+, clean driving record, ability to transport clients, supervisory and on-call responsibilities, maintain required trainings.
Western Veterinary Partners: Veterinary support organization operating a network of animal hospitals.
3+ YOERequires 3+ years in customer service, reception, or client-facing work. Veterinary or healthcare front-desk experience and leadership experience preferred; strong communication, organization, scheduling, payment, and conflict-resolution skills required.