14 client services manager jobs at 8 companies in Cascade, IA
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Client Services Specialist
Dubuque, Iowa, United States
$26-$33/hrHybridFull Time
Cetera Financial Group: Provides wealth management and independent broker-dealer services.
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.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
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
TransamericaNYSE: AEG: Provides insurance, retirement solutions, and investment products to customers.
5+ YOEBachelor's in business or equivalent experience, 5+ years in financial services with client management/installations, in-depth retirement plan regulation knowledge, strong communication, project management, and ability to learn multiple systems.
TRICOR Insurance: Independent agency providing personal and commercial insurance solutions.
Provide client service and retention, manage client relationships, maintain accurate account documentation, complete applications, and update coverage; insurance knowledge and strong organizational and communication skills.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
0+ YOEBachelor's degree with 0+ years client service/claims OR HS/GED with 3+ years client service/claims; active Producer's license; strong communication; MS Office proficiency; 1+ year client-facing experience preferred.
SISCO: Provides third-party benefit administration and health management for employers.
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: Independent agency providing personal and commercial insurance solutions.
Personal Lines Account Manager with client-first mindset; strong communication; team-oriented; adaptable; committed to excellence; willing to learn and grow with the company.
3+ YOE3+ years TPA, carrier, or claims experience; expertise in auto/general liability and/or workers' comp claims; client-facing account management; proficient with claims systems, Microsoft Excel/PowerPoint and CRM; bachelor's degree preferred; AIC/CPCU a plus.
claims systems, Microsoft Office, Microsoft Excel, Microsoft PowerPoint, CRM
Mission Pet Health: Operates a national network of veterinary hospitals and clinics.
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.
The Edelson Agency: Provides life insurance and debt elimination financial 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.
Stonehill Communities: Provides continuum of care services for older adults.
Completion of approved CMA course and CNA certification, minimum age 16, strong communication, privacy awareness, ability to perform physical care and lift clients.