48 client services manager jobs at 10 companies in Asbury, 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.
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.
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.
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.
Active BCBA or BCaBA certification and related degree required. Requires behavior intervention plan experience, reliable transportation, travel to client locations, leadership, communication, problem-solving, and physical client engagement.
Stonehill Franciscan Services: Faith-based nonprofit senior living and healthcare community serving older adults in Dubuque, Iowa.
Completion of approved CMA course and CNA certification, minimum age 16, strong communication, privacy awareness, ability to perform physical care and lift clients.