Synergy Settlement Services: Provides lien resolution and settlement compliance for law firms.
Must reside in Central Florida and work onsite in Orlando. Customer-service experience preferred; strong communication, organization, and multitasking skills for managing client communications, intake, case records, and reporting.
ColliersNASDAQ: CIGI: Providing commercial real estate, investment management, and engineering services.
4+ YOEBachelor's degree, 4+ years relevant experience, commercial real estate license, advanced Adobe InDesign/Photoshop/Illustrator/Acrobat, Microsoft Office proficiency, strong communication and organizational skills.
InDesign, Photoshop, Illustrator, Acrobat, Adobe Flash, Microsoft Silverlight, Microsoft Office Suite
Chicago or Tarrytown or Warren or Boston or Littleton or Lake Mary or Glastonbury or Los Angeles or Melville or Princeton or Wyomissing or Radnor or Downers Grove or New York or Brea or Plano or DeWitt or Atlanta
$152k-$242k/yrHybridFull Time
CNANYSE: CNA: Provides commercial property and casualty insurance and risk management.
12+ YOE7+ MgmtBachelor's degree (Master's preferred) or equivalent; ~12 years related experience with ~7 years management; deep commercial insurance knowledge, strategic leadership, executive relationship management, strong communication, and Microsoft Office skills.
Client Services Coordinator - Wealth Advisory - Shared Services Center
Minneapolis or Spokane or Orlando or Milwaukee or St Louis or King of Prussia
$25-$32/hrOnsiteFull Time
CliftonLarsonAllen: Professional services firm providing audit, tax, and consulting services.
2+ YOE2 years experience (financial industry preferred); high school diploma or equivalent; strong computer skills with Tamarac CRM, Laserfiche, Microsoft Office, Adobe, DocuSign, MoneyLink, Schwab; ability to process client paperwork and handle client service tasks.
Tamarac CRM, Laserfiche, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Adobe, DocuSign, MoneyLink, Schwab
Fort Lauderdale or Fort Myers or Miami or Ocala or Panama City or Sarasota or Tampa
HybridFull Time
ExzeoNYSE: XZO: Provides technology platforms and data analytics for insurance carriers.
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.
Putnam County: Provides essential public services and safety to county residents.
3+ YOEHigh school diploma, valid Florida driver's license, 3+ years front-line in-person customer service, basic math and computer skills, cash handling, and knowledge of office procedures.
SMA Healthcare: Provides behavioral health and substance abuse services and assists clients in accessing care.
2+ YOEHigh school diploma/GED, 2 years clerical/customer service experience (clinic/medical preferred). Must handle crisis/substance abuse calls, verify benefits, use EMR and Excel, complete Florida background screening and hold a valid driver's license if driving is required.
FSSI: Provides outsourced document printing and electronic delivery services.
1+ YOEBachelor's degree required; 1-3 years B2B account management or client implementation experience; strong communication, problem-solving, technical aptitude, and proficiency with Word, Excel, PowerPoint, Outlook, and Teams.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams
Lyra Technology Group: Operates a global portfolio of managed IT service providers.
5+ YOE5+ years in account management or client success (MSP/IT preferred); proven record retaining and expanding client revenue; C-suite advisory skills; process development experience; familiarity with Microsoft 365, Azure, HubSpot, ConnectWise, ScalePad, MyITProcess and compliance frameworks.
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote client-facing role requiring strong communication, interpersonal skills, integrity, ability to work independently or on a team, and a desire to help families.
Pace Analytical: Provides analytical testing and scientific laboratory services.
High school diploma or equivalent; laboratory experience preferred but training provided. Must be able to stand for long periods, work around strong odors, wear PPE, and maintain sample documentation and tracking.
BAYADA Home Health Care: Provides professional home health care and nursing services.
Bachelor's degree required; prior medical office or home care experience preferred; supervisory experience a plus; strong computer skills (electronic medical record); excellent communication and interpersonal skills.
Pittsburgh or Baxter or Indianapolis or Las Vegas or Glendale or New York City or South Lyon or Cedar Rapids or Richmond or St. Louis or Greensboro or Lake Mary or Newton or Madison or Kansas City or Woodcliff Lake or Fargo or Dresher or Alabama or Alaska or Arizona or Arkansas or California or Colorado or Connecticut or Delaware or Florida or Georgia or Hawaii or Idaho or Illinois or Indiana or Iowa or Kansas or Kentucky or Louisiana or Maine or Maryland or Massachusetts or Michigan or Minnesota or Mississippi or Missouri or Montana or Nebraska or Nevada or New Hampshire or New Jersey or New Mexico or New York or North Carolina or North Dakota or Ohio or Oklahoma or Oregon or Pennsylvania or Rhode Island or South Carolina or South Dakota or Tennessee or Texas or Utah or Vermont or Virginia or Washington or West Virginia or Wisconsin or Wyoming or Poland
RemoteFull Time
Ascensus: Administers tax-advantaged retirement and education savings plans.
5+ YOEBachelor's or equivalent, 5+ years client relationship experience in financial services, 7+ years retirement services experience preferred; ASPPA/CEBS preferred; strong analytical, communication, and project management skills; ability to travel.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Client Manager, Retirement Plans - The Baldwin Financial Services
Jacksonville or Orlando or Tampa
HybridFull Time
The Baldwin GroupNASDAQ: BWIN: Independent distributor of commercial and personal insurance and risk management.
1+ YOE3 years financial services experience; bachelor’s degree preferred; Series 65 or 66 required; CPFA/AIF/QKA/CFP preferred; strong client service and MS Office skills.
MS Office, CRM, RPAG, Investment analytics software, Redtail, Salesforce