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<h3>Job Description</h3>
Job Description
Who We Are
 
At Bruton Chisnell Advisors (BCA), our Purpose is to empower our clients and team to live more confidently. As an independent registered advisory firm, we serve both individual and business clients, providing services ranging from financial and retirement planning, investment management, retirement and 401(k) plan management, and strategic business consulting.BCA is a leader in the financial service industry and consistently ranks as an “elite” retirement plan advisor and within the top quartile of firms based on assets under management.
 
Leading with our Core Values, we are a strong partner with our clients and provide an exceptional yet approachable experience. We work closely with our clients to meet them where they are, understand their unique needs, and partner with them to chart a course to achieve their goals and live more confidently. Through our holistic planning approach, we strive to be a thought-partner on the team, collaborating with business partners, attorneys and accountants to achieve the best outcomes for our clients.
 
With 50+ years in the industry, we continue to expand our footprint with offices in Downingtown, PA and Barberton, OH.Our goal is to continue to enhance our team environment where we work together to build long-lasting mutual success. We take our core values seriously and utilize them to make every decision - both with our team and with our clients. BCA is looking for growth-minded individuals who are excited to learn and work in a client service-first organization where they can make a big impact.
 
 
Summary
As a Client Service Associate at Bruton Chisnell Advisors (BCA) in the Pennsylvania office, you will play a crucial role in client relations by ensuring the smooth operation of the office. Serving as the first level of client service, you will be responsible for perpetuating our Purpose and Core Values in each interaction with clients, the internal team, and partners.
 
Your responsibilities will include coordinating and preparing for client meetings, and prepare and execute client paperwork. You will take help support the office experience to create a positive interaction for every visitor. Your role will be vital in creating a positive client and team experience and supporting the overall efficiency of our office and team members.
 
 
Responsibilities
<ul>
<li>Client Experience &amp; Service Support</li>
<li>Client Meeting Preparation: Proactively review upcoming meetings to identify the need for materials. Print agendas, binders and other meeting materials for client meetings as needed in partnership with client service managers and relationship managers. Prepare presentations and reports.</li>
<li>Back Office / Paperwork Management: Draft paperwork, collect signatures from appropriate signers, either by hand signature or DocuSign. Ensure all client documentation complies with firm policies and regulatory requirements. Manage paperwork process from submission to completion.</li>
<li>CRM: Partner with client service team to add new clients to CRM with accurate details. Update client information regularly to ensure accurate client data. Support effective workflows and automations. Ad hoc projects related to data integrity and reporting.</li>
<li>Client File Management: Scan &amp; save client paperwork, meeting notes, estate plans, and other documents as needed. Download and share statements, tax forms, etc. from Fidelity, Schwab and other Recordkeepers / Custodians as needed. Organize and maintain files in an efficient way for easy access.</li>
<li>Process Documentation: Partnering with various BCA team members, identify processes that need documented, help document existing processes, and identify opportunities for continual improvement.</li>
<li>Client Success: Provide a high level of customer service by responding to inquiries promptly. Completing follow-ups as requested by Advisors and/or Client Service team.</li>
</ul>
 
 
Experience
<ul>
<li>3+ years of financial services experience, required.</li>
<li>Fidelity and/or Schwab experience, a plus.</li>
<li>Ability to maintain highly confidential information.</li>
<li>Proven experience in client services with a service first mindset creating a white glove client experience for every person.</li>
<li>Positive, can-do attitude. Ability to take on new projects with limited direction.</li>
<li>Highly organized with the ability to manage multiple priorities at once.</li>
<li>Strong technical aptitude; highly comfortable using Microsoft Suite (including Excel).</li>
<li>CRM and DocuSign experience, preferred.</li>
<li>Strong desire to learn and grow within the financial planning industry.</li>
</ul>

Client Service Manager

<h3>Job Description</h3>
Job Description
Client Manager
Do you enjoy building solid customer relationships resulting in growth?
Do you enjoy collaborating cross-functionally to deliver on common goals?
About the Role
As a Telephonic Client Manager you will manage, protect, and grow revenue through the sale of LexisNexis products, services, and content. You will initiate contact with and sell to both prospects and existing customers. You will be responsible for assessing their needs and creating a pipeline of new business opportunities and retention.
Responsibilities
*Initiating and answering inbound and outbound sales contact directly with prospective/existing customers
*Achieving and exceeding where possible your monthly sales and KPI target
*Accepting orders, closing sales, and maintaining customer records on CRM
* Recording sales prospecting activity in computer-based tracking systems
* Working with moderately complex territory assigned accounts, products, services, sales or account management processes
* Contacting clients with moderate authority and opportunity to set and negotiate service terms
* Continuing to build knowledge of business and the market or account needs
Requirements
* Be able to adapt information and style to the audience
* Be able to develop competence by performing structured work assignments
* Have general understanding of sales methodology and a proven track record in achieving sales quotas
* Have a Bachelor’s or equivalent experience
* Be able to apply broad knowledge of products and solutions.
* Display excellent experience in telesales and selling subscription product
Work in a way that works for you&nbsp;
We promote a healthy work/life balance across the organization, with various flexible and remote working options available to employees&nbsp;
Working with Us&nbsp;
LexisNexis Legal &amp; Professional is proud to be an equal-opportunity employer. We are committed to equal opportunity employment regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. Together, we are building a diverse and inclusive workplace.&nbsp;
Working for you&nbsp;
We believe in a healthy work/life balance. We know that your well-being and happiness are key to a long and successful career. These are some of the benefits we are delighted to offer: &nbsp; &nbsp; - Comprehensive, multi-carrier health plan benefits &nbsp; - Disability insurance &nbsp; - Dependent care and commuter spending accounts &nbsp; - Life and accident insurance &nbsp; - Retirement benefits (salary investment plan/employer stock purchase plan) &nbsp; - Modern family benefits, including adoption and surrogacy&nbsp;
About our Team&nbsp;
LexisNexis is a data and analytics company with 10,500 colleagues serving customers in more than 150 countries. We’re one of the largest information and analytics companies on the planet. We design solutions that help our customers increase productivity, improve decision-making and outcomes, and be more successful.&nbsp;
Company DescriptionLexisNexis Legal &amp; Professional (<a href="http://www.lexisnexis.com" target="_blank">www.lexisnexis.com</a>) is a leading global provider of content and technology solutions that enable professionals in legal, corporate, tax, government, academic and non-profit organizations to make informed decisions and achieve better business outcomes. As a digital pioneer, the company was the first to bring legal and business information online with its LexisNexis services. Today, LexisNexis Legal &amp; Professional harnesses leading-edge technology and world-class content, to help professionals work in faster, easier and more effective ways. Through close collaboration with its customers, the company ensures organizations can leverage its solutions to reduce risk, improve productivity, increase profitability and grow their business. 
<h3>Company Description</h3>
LexisNexis Legal &amp; Professional (<a href="http://www.lexisnexis.com" target="_blank">www.lexisnexis.com</a>) is a leading global provider of content and technology solutions that enable professionals in legal, corporate, tax, government, academic and non-profit organizations to make informed decisions and achieve better business outcomes. As a digital pioneer, the company was the first to bring legal and business information online with its LexisNexis services. Today, LexisNexis Legal &amp; Professional harnesses leading-edge technology and world-class content, to help professionals work in faster, easier and more effective ways. Through close collaboration with its customers, the company ensures organizations can leverage its solutions to reduce risk, improve productivity, increase profitability and grow their business.

Client Retention Manager

<h3>Job Description</h3>
<ul>
<li>Employment Type: Full-Time</li>
<li>Benefits Offered: Dental, Medical, Retirement, Vision</li>
<li>Compensation: $28 hourly</li>
</ul>
 
As a Client Manager you will play pivotal role in fostering strong client relationships and ensuring the successful execution of projects. Client Managers serve as the primary point of contact for our clients and work closely with internal company teams to deliver exceptional service. We expect Client Managers to be reliable professionals able to achieve a balance between customer orientation and a results-driven approach.
 
RESPONSIBILITIES
<ul>
<li>Client Engagement: Serve as the main point of contact for assigned clients, developing strong relationships built on trust and understanding their needs and preferences.</li>
<li>Communication: Interact with clients and internal company teams daily, ensuring clear and effective communication to drive project success.</li>
<li>Account Planning: Collaborate with clients to create strategic account plans, identifying opportunities for growth and proposing solutions.</li>
<li>Problem Solving: Proactively identify and resolve client issues, exceeding their expectations and ensuring their satisfaction.</li>
<li>Project Management: Coordinate and manage the execution of projects, ensuring that they are completed on time and within budget.</li>
<li>Collaboration: Participate in brainstorming sessions, office activities, team meetings, and client meetings to contribute to the overall success and culture of the company.</li>
<li>Documenting: Maintain accurate records of account activity and provide updates to clients and internal teams.</li>
<li>Sales Support: Work closely with the sales team to identify upsell opportunities and maintain alignment on all client activity.</li>
</ul>
 
ATTRIBUTES
Lead by example
<ul>
<li>Be an example to and influence your peers positively.</li>
<li>Exhibit a strong work ethic, punctuality, and a commitment to your responsibilities.</li>
<li>Have a positive attitude and approach, inspiring others.</li>
</ul>
Accountability
<ul>
<li>Embrace ownership of your actions and responsibilities within a team framework.</li>
<li>Honor your commitments and focus on delivering high-quality on time.</li>
<li>Work collaboratively to rectify issues as they arise while ensuring their recurrence.</li>
</ul>
Professionalism
<ul>
<li>Uphold a high standard of professionalism with fellow team members, clients, and stakeholders.</li>
<li>Communicate thoughtfully and respectfully.</li>
<li>Represent the company's core values.</li>
</ul>
Solve Problems Proactively
<ul>
<li>Look for and anticipate potential challenges. Where possible, proactively seek out solutions before they escalate.</li>
<li>Contribute with innovative ideas.</li>
<li>Collaborate efficiently with your team. Tackle issues head-on and be a problem-solver.</li>
</ul>
Seek Continuous Improvement
<ul>
<li>Embrace a growth-oriented mindset, actively pursuing opportunities to elevate your skills and knowledge.</li>
<li>Stay up to date with industry trends and breakthroughs.</li>
<li>Engage in workshops, seminars, and training sessions.</li>
</ul>
Positivity
<ul>
<li>Embody positivity in your interactions, inspiring a constructive and uplifting atmosphere within the team.</li>
<li>Approach challenges with an optimistic outlook, driving motivation and resilience.</li>
<li>Foster a culture of encouragement and support.</li>
</ul>
 
QUALIFICATIONS
<ul>
<li>Bachelor's degree in marketing or equivalent work experience.</li>
<li>Proven leadership experience, ideally in an account management or related role.</li>
<li>Strong problem-solving skills with the ability to think strategically.</li>
<li>Excellent communication and interpersonal skills.</li>
<li>Detail-oriented with the ability to manage multiple tasks simultaneously.</li>
<li>Proficiency in project management.</li>
<li>Knowledge of plastic and oral surgery terms and services is a plus.</li>
<li>A proactive and customer-centric mindset.</li>
<li>Ability to work well both independently and as part of a team.</li>
<li>Other duties as assigned by the Department Manager</li>
</ul>
 
APPLY NOW

Client Manager

<h3>Job Description</h3>
Job DescriptionHome Instead® - Client Care Manager&nbsp;Job Summary:&nbsp;The&nbsp;Client Care Manager&nbsp;is responsible for building and maintaining meaningful relationships with older adults and their families while coordinating personalized care to support safe, comfortable, and dignified aging at home. This role serves as the primary point of contact for clients, overseeing the development and execution of customized care plans, leading care introductions, and conducting regular quality assurance visits. The ideal candidate will have strong communication and problem-solving skills, a compassionate nature, and the ability to manage multiple responsibilities in a fast-paced, client-focused environment.&nbsp;Join Home Instead as a Client Care ManagerAre you passionate about making a meaningful impact in the lives of older adults? Join our high-performing Home Instead team as a Client Care Manager, where you'll help seniors live safely and comfortably at home—surrounded by dignity and compassion.&nbsp;This fast-paced, relationship-focused role is all about creating extraordinary connections. You’ll serve as the main point of contact for clients and their families, coordinate personalized care plans, introduce clients to their Care Pros, and ensure ongoing quality through regular visits. If you're a compassionate professional with strong communication skills, a knack for problem-solving, and a heart for service, we want you on our team!&nbsp;What We Offer:
<ul>
<li>Health Insurance, Vision, and Dental</li>
<li>401k Plan</li>
<li>PTO Program</li>
<li>Bonus Program</li>
<li>A meaningful career in a vital industry</li>
<li>Opportunity for growth within the company</li>
</ul>
Key Responsibilities:Client Engagement &amp; Relationship Building:&nbsp;Serve as a trusted advocate for clients, ensuring they receive the highest standard of care and support.
<ul>
<li>
<ul>
<li>Serve as the primary point of contact for clients and their families, building lasting, trust-based relationships.</li>
<li>Conduct in-depth Care Consultations and service inquiries with potential clients and families, assessing needs, creating customized care plans, and executing the consultative sales process.</li>
<li>Maintain consistent follow-up with potential clients and families who have not yet initiated services, ensuring ongoing support and engagement.</li>
</ul>
</li>
</ul>
Care Coordination &amp; Quality Assurance:&nbsp;Oversee client service plans, ensuring that care is adapted as needs evolve.
<ul>
<li>
<ul>
<li>Collaborate with the care team, schedulers, and Care Pros to ensure seamless service delivery.</li>
<li>Conduct regular quality assurance visits and update documentation accordingly.</li>
<li>Lead client and Care Pro introductions, ensuring a smooth and positive experience for both parties.</li>
</ul>
</li>
</ul>
Collaboration &amp; Problem-Solving:&nbsp;Work closely with Care Pros, healthcare professionals, and family members to create the best outcomes for clients.
<ul>
<li>
<ul>
<li>Address client concerns with empathy, professionalism, and proactive problem-solving.</li>
<li>Identify opportunities to enhance care services and advocate for additional support when needed.</li>
</ul>
</li>
</ul>
Compliance &amp; Documentation:&nbsp;Maintain accurate and up-to-date client records, including care assessments, service plans, and quality assurance documentation.
<ul>
<li>
<ul>
<li>Adhere to all company policies, procedures, and compliance requirements.</li>
</ul>
</li>
</ul>
About Home Instead:Home Instead is a leading non-medical home care and companionship service provider with over 1,100 independently owned franchises globally. Our company thrives on core values like compassion, commitment and integrity, and you’ll work alongside a dedicated team making an impact. &nbsp;Qualifications
<ul>
<li>High school diploma or equivalent required; associate’s degree or relevant certification preferred.</li>
<li>Prior experience in client services, healthcare, senior care, social work, or care coordination is strongly preferred.</li>
<li>Experience working directly with older adults, families, and caregivers is a plus.</li>
<li>Valid driver’s license and reliable transportation.</li>
<li>Ability to maintain confidentiality and adhere to ethical business practices.</li>
</ul>
Key Competencies
<ul>
<li>Empathy and compassion – a genuine passion for serving older adults and their families.</li>
<li>Exceptional communication skills- the ability to build trust and rapport with clients and families through clear, compassionate verbal and written communication.</li>
<li>Strong problem-solving and organizational abilities – adept at managing multiple clients, priorities, and situations at once.</li>
<li>Attention to detail – ensures accuracy in client records, care plans, and compliance documentation.</li>
<li>Team-oriented mindset – able to collaborate effectively with Care Pros, office staff, team members.</li>
</ul>
Technical Proficiency
<ul>
<li>Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and experience with client management software preferred.</li>
</ul>
Industry - Hospitals and Health CareEmployment Type - Full-TimeIf you're looking to be part of a compassionate, purpose-driven organization dedicated to enriching the lives of seniors, we’d love to hear from you!

Client Care Manager

<h3>Job Description</h3>
Job DescriptionCompany Description 
MONETA is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason, we’ve built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, demonstrating our ability to evolve to meet the needs of those we serve.
Job Description 
This role is responsible for developing and building relationships with our clients through frequent interaction and providing dedicated service to meet client needs. As a Client Service Manager, you will work alongside the team’s Advisors and Partners on a wide range of projects focused on clients' needs. Moneta provides the opportunity for long-term career growth and professional development as you learn the foundational knowledge of wealth management.
Essential Responsibilities
<ul>
<li>Support Advisors and Partners in daily operations, mastering team processes and procedures.</li>
<li>Build and maintain trusted relationships with clients with complex account needs, serving as a key point of contact.</li>
<li>Assists with the onboarding process of new clients to Moneta systems and processes; ensuring all documentation and processes are complete.</li>
<li>Serve as the primary point of contact for clients, liaising with Advisors/Partners and identifying value-added services.</li>
<li>Coordinate with centralized operations to implement best practices and enhance service delivery.</li>
<li>Execute Partner and/or Advisor investment recommendations via trading through Financial Custodial Systems (i.e. Schwab, Fidelity, etc.), adhering to deadlines and industry requirements.</li>
<li>Maintain accurate client records, process billing, transfers, and journals, and review cash reports.</li>
<li>Research and resolve complex financial scenarios as they arise.</li>
<li>Participate in professional development opportunities, team meetings, and internal training programs.</li>
<li>Ensure all activities adhere to policy compliance guidelines, regulatory requirements, and industry standards.</li>
<li>Perform additional administrative tasks as needed to support team operations.</li>
</ul>
Qualifications 
<ul>
<li>Bachelor's degree in finance, personal financial planning, accounting, or a related field</li>
<li>2 or more years of work experience required</li>
<li>Wealth management&nbsp;or&nbsp;public accounting experience preferred</li>
<li>Must be authorized to work in the United States&nbsp;&nbsp;</li>
</ul>
 Additional Information 
Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families:&nbsp;
<ul>
<li>This is a full-time, exempt, salary position</li>
<li>Salary range $80,000&nbsp;– $90,000 based on experience</li>
<li>Paid holidays</li>
<li>Paid time off (PTO)</li>
<li>Employer cost-shared medical and dental insurance</li>
<li>Employer-paid short-term disability, long-term disability, AD&amp;D insurance, and basic life insurance</li>
<li>401k Match – 50% of employee contributions up to 6% of compensation</li>
<li>Discretionary annual profit-sharing bonus</li>
<li>Paid parental leave</li>
<li>Professional development reimbursement</li>
<li>Paid volunteer time off (VTO)</li>
<li>Employee referral incentive bonus program</li>
<li>Onsite wellness programs &amp; rewards</li>
<li>Employee engagement activities</li>
</ul>
Moneta is a fiduciary fee-only&nbsp;Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65.&nbsp; We also do not allow outside business activities, insurance commissions and/or trails.&nbsp;

<h3>Job Description</h3>
Job Description
Position Summary: The Client Services Manager 2 supervises clinical center staff and daily Call Center/Utilization operations. This key individual coaches and develops team members in accordance with departmental goals and objectives while overseeing operational functions of department working units, including workflow management, staffing, systems, procedures, reporting and training.
Essential Functions: 1. Supervises Call Center and monitors performance, while providing feedback and establishing ongoing organizational goals. 2. Works closely with UAM team managers and supervisors to develop and oversee effective methods that improve utilization management. 3. Performs and collaborates in recruitment activities, as well as professional development and evaluation of personnel. 4. Identifies and implements quality programs and initiatives. 5. Manages and implements decisions regarding service and efficient delivery of patient care. 6. Monitors workflow to ensure prompt delivery and systems documentation. 7. Motivates team members to ensure efficient and effective operational outcomes, while providing guidance and feedback. 8. Monitors telephone queue compliance ensuring full corporate compliance with policies and procedures. 9. Maintains and monitors the crisis line budget. 10. Creates and reviews policies regarding the Call Center Department when needed. 11. Communicates with other supervisors to ensure effective teamwork.
Other Duties: * Complies with all guidelines established by the Centers for Medicare and Medicaid (CMS) and guidelines set forth by other regulatory agencies, where applicable. * And all other duties assigned by the manager and/or supervisor.
Education: * Master’s Degree in a Health related field. * Current, unrestricted license to practice.
Experience: * Minimum 2+ years of experience in a Health, Managed Care or related environment; Supervisory experience preferred.
Knowledge: * Knowledge in emergency call handling and telephonic necessity identification. * Proficient in data entry skills. * Personal computer experience should include working with Microsoft Word, Excel, Power Point and Outlook at the intermediate level at a minimum.
Skills: * Strong verbal and written communication skills. * Strong analytical skills with demonstrated ability to problem solve. * Professional verbal and written communication skills, with the ability to clearly articulate thoughts and ideas. * Organizational skills with the ability to handle multiple tasks and/or projects at one time. * Time management skills with the ability to prioritize and schedule daily activities for the most efficient use of time. * Problem solving skills with the ability to look for root causes and implement, workable solutions. * Interpersonal skills with the ability to work in a fast-paced environment and participate as an independent contributor with little supervision or as an active team member depending on the situation and needs. * Must have a track record of producing work that is highly accurate, demonstrates attention to detail, and reflects well on the organization. * Leadership skills with the ability to empower, engage, motivate, evaluate and manage team members and as a group.

Manager Client Services

<h3>Job Description</h3>
Job Description
Our growing team is excited to add a new team member! Our mission is to provide quality in home nanny and babysitting services to families throughout Essex, Morris, Union and surrounding areas. We are looking to add a Client Care Director to our growing team!
This is a wonderful opportunity for someone looking to start their career path with a quickly growing agency. This position also has the opportunity for growth into management! Working closely with Executive Management, our Client Care Director will be responsible for client interactions, scheduling, as well as creating and updating care plans for clients.
Additionally, this position will interface with new potential clients through inquiry calls and intake meetings.
A college degree and two years of professional are required. A must is a high energy, positive/ go-getter mentality!
Primary Responsibilities (include, but not limited to):
· Build and maintain relationships with community referral sources to generate new business
· Speak with potential new families inquiring about services, as well as perform consultation meetings with potential new families
· Maintain and manage all areas of client relations; including but not limited to; ensure client satisfaction through both in person and phone check-in’s, updating children’s care plans and additional ongoing care management duties
· Be available for after hours on call responsibilities to speak with potential new families or tend to any urgent client matters
QUALIFICATIONS:
-Familiar with Excel, Word and general Windows' operations
-Professional experience in the field of customer service.
-College degree
-2 Professional references
-Clean driving record &amp; background check
-Team player, excellent verbal and communication skills, adaptable in different situations, possesses excellent client interaction skills, able to multi-task and work independently
Company DescriptionOliver's Nannies has been helping find in home nanny services and childcare solutions in NJ since 2018. Our unique approach involves team development, employing nannies and providing care management to each client. We pride ourselves on dedication, customer service and a family first culture. 
<h3>Company Description</h3>
Oliver's Nannies has been helping find in home nanny services and childcare solutions in NJ since 2018. Our unique approach involves team development, employing nannies and providing care management to each client. We pride ourselves on dedication, customer service and a family first culture.

Client Success Manager

<h3>Job Description</h3>
Job DescriptionDescription:
Summary: The Client Manager 1 works closely with the Account Executive to service a portion of the BRMS client base. The Client Manager 1 is the day-to-day point of contact for each client account. The CM 1 strives to ensure service levels and expectations are being met by executing regular and proactive communication with all client administration and upper level on a day-to-day basis.
 
 
Essential Duties and Responsibilities include the following. Other duties may be assigned.
<ul>
<li>Organize regularly scheduled communications with all existing clients and internal contacts to determine how BRMS can meet their business needs.</li>
<li>Review accounts on a monthly basis.</li>
<li>Build strong relationships with clients’ HR teams, senior managers, and other key stakeholders.</li>
<li>Manage BRMS client and benefit plan renewals from beginning-to-end with input from the AE.</li>
<li>Responsible for obtaining and revising necessary information on the account and completing all activity as required.</li>
<li>Work on new client implementations.</li>
<li>Prepare, Manage and understand and provide critical review of monthly reports</li>
<li>Ensure execution of contract and any renewal adjustments by working with finance and sales.</li>
<li>Exhibit strong technical knowledge of industry, products, and compliance requirements, including plan deductibles and dates</li>
<li>Work internally to create and maintain plan documents.</li>
<li>Mediate between client and carrier.</li>
<li>Create and update plan documents during and after Implementation</li>
<li>Create and update ID cards during and after Implementation</li>
<li>Maintain PPO Network contract application and Plan Cost Reports</li>
<li>Respond to Anthem Blue Cross Utilization Management update requests</li>
<li>Appropriately escalate issues and opportunities to Upper Management as need be.</li>
<li>Provides feedback to assist in the creation of performance improvement goals and development of training programs.</li>
<li>Ensure proper handling of customer issues and concerns.</li>
<li>Conduct ongoing training to team members to make certain the quality of service delivered to BRMS customers achieves and exceeds company and productivity standards.</li>
<li>Review daily and monthly reports, transactions, and trends, and provide feedback to team members and Upper Management</li>
<li>Performs other duties and responsibilities as assigned by Management.</li>
</ul>
 
Supervisory Responsibilities: This job has no supervisor responsibilities
 
 
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
Requirements:
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
 
 
Education and/or Experience: High School Degree or G.E.D.; and minimum of two years experience working in a related Customer Support Role; or equivalent combination of education, training, and/or experience in self-funded employee benefits industry, which demonstrates ability to perform the outlined duties above.
 
 
Language Skills: Ability to read, speak, and write effectively in English. Ability to interpret documents such as safety rules, memos, letters, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before customers or employees of organization. Ability to effectively address or resolve customer service issues within guidelines of the position.
 
 
Mathematical Skills: Ability to add and subtract, multiply and divide with 10's and 100's.
 
 
Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
 
 
Certificates, Licenses, Registrations: Valid, class C license in state working with no adverse driving record.
 
 
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
 
While performing the duties of this Job, the employee is regularly required to sit for extended periods in front of a computer. The employee is frequently required to reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk and use hands to finger, handle, or feel. The employee may frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus. This position requires the employee to work in the office.

Client Manager I

<h3>Job Description</h3>
Job DescriptionOverview
Company Overview:
Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. We offer a comprehensive benefits package that may include medical, dental, and vision coverage, life insurance, a retirement plan, employee assistance programs, company discounts, and other perks, depending on the position and eligibility.
Job Description:
Job Description
Join the world's leading global security company!
<ul>
<li>Salary is $72,100 per year</li>
<li>Location: Palm Desert, California</li>
<li>Excellent benefits and career growth opportunities</li>
<li>Annual Bonus</li>
<li>Auto Allowance of $3,510 per year and Auto Fuel Card&nbsp;</li>
</ul>
Allied Universal® is hiring a Client Manager. As a Client Manager, you will build long term meaningful client relationships and lead our front-line employees that deliver our security services throughout a designated portfolio. By promoting strong employee engagement, you will drive operational metrics and deliver world-class services to clients across various vertical markets. Aligning with our iCARE Leadership approach, you will be a guide on our journey to be an employer of choice in the service industry by fostering an exceptional employee experience.
RESPONSIBILITIES:
Caring Leadership, Client Engagement, and Operational Oversight:
<ul>
<li>Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio</li>
<li>Utilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability</li>
<li>Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets</li>
<li>Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction</li>
<li>Deliver high-quality service to our clients while maintaining industry standards, company policies, and regulatory requirements</li>
<li>Establish a culture of safety by developing action plans that aid in the prevention of work-related injuries</li>
</ul>
By infusing our core values of agility, reliability, caring, teamwork, integrity, safety, and innovation into your leadership approach, you will not only achieve success in your role but also contribute to the positive culture and growth of the organization.
QUALIFICATIONS (MUST HAVE):
<ul>
<li>Must possess one or more of the following:</li>
<ul>
<li>Bachelor's degree in criminal justice, business, or a related field with a minimum of two (2) years of professional level experience managing hourly employees in a fast-paced service organization</li>
<li>Associate's degree in criminal justice, business, or a related field with a minimum of three (3) years of professional level experience managing hourly employees in a fast-paced service organization</li>
<li>High School diploma with a minimum of five (5) years of professional level experience managing hourly employees in a fast-paced service organization</li>
</ul>
<li>Current driver's license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events)</li>
<li>Minimum of two (2) years of experience driving operational goals</li>
<li>Skilled in managing a large and dispersed team that fosters teamwork, innovation, agility, client relations and achieving desired results</li>
<li>Ability to maintain a profitable book of business by cross-collaborating and utilizing results-oriented problem-solving skills to meet both client and employee growth and satisfaction</li>
<li>Proficiency in web-based applications and computer systems, including Microsoft Office</li>
<li>Knowledge of safety protocols and service deliverables</li>
<li>Ability to interpret financial data and use it to support decision-making; understanding of financial principles, including budgeting and financial reporting</li>
<li>Proficiency in prioritizing tasks, meeting deadlines, and managing multiple projects efficiently</li>
<li>Excellent oral and written communication skills</li>
</ul>
PREFERRED QUALIFICATIONS (NICE TO HAVE):
<ul>
<li>Law enforcement, military and/or contract or proprietary security services experience</li>
<li>Experience managing a dispersed workforce in a multi-location operation</li>
<li>Experience with (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations</li>
</ul>
BENEFITS:
<ul>
<li>Medical, dental, vision, basic life, AD&amp;D, and disability insurance</li>
<li>Enrollment in our company's 401(k)plan, subject to eligibility requirements</li>
<li>Eight paid holidays annually, five sick days, and four personal days</li>
<li>Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law.</li>
</ul>
Closing
Allied Universal® is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: <a href="http://www.aus.com" target="_blank">www.aus.com</a>
If you have any questions regarding Equal Employment Opportunity, have difficulty using the online system and require an alternate method to apply, or require an accommodation at any time during the recruitment and/or employment process, please contact our local Human Resources department. To find an office near you, please visit: <a href="http://www.aus.com/offices" target="_blank">www.aus.com/offices</a>.
Requisition ID 2025-1457420

Security Client Manager

<h3>Job Description</h3>
Job Description
Hoops HR is seeking a Commercial Lines Account Manager on behalf of a leading insurance agency to join their team! (Target hire date October-November 2025.)
Office Location: Austin, TX.
Work Hours: Full time position, hybrid work schedule with flexible start/end times between 7:45am - 5:00pm (in-office requirement for Tuesdays and Wednesdays) 
Our Awesome Benefits/Perks:
<ul>
<li>401K + employer match</li>
<li>Medical, Dental, and Vision Insurance with HSA and FSA options</li>
<li>Pet Insurance</li>
<li>Fitness Center Discounts</li>
<li>Employer-paid life insurance and disability</li>
<li>Voluntary benefits (such as critical illness and accident insurance)</li>
<li>Travel reimbursement</li>
<li>Tuition Reimbursement</li>
<li>Employee Referral Program</li>
<li>Opportunities for growth and promotion up to leadership level</li>
<li>And so much more!</li>
</ul>
Commercial Lines Account Manager - Role Overview:
The Commercial Lines Account Manager will provide a high level of customer service to clients and sales support to the Production team. The Commercial Lines Account Manager position includes collaborating with agency personnel in the production of new and renewal accounts by assisting in selling, marketing, and servicing in keeping with Agency and individual Producer goals. 
Commercial Lines Account Manager - Role Responsibilities:
<ul>
<li>Client Book Growth:
<ul>
<li>Partner with producers to formulate insurance and risk management plans that are tailor-made for clients’ needs</li>
<li>Meet with new prospects and clients in person or virtually</li>
<li>Grow the book of business by new sales or increased coverage limits on existing accounts</li>
<li>Partner with other Agency departments, including Personal Lines and Employee Benefits, to cross-sell new and existing clients</li>
</ul>
</li>
<li>Client Book Management and Retention:
<ul>
<li>Conduct periodic coverage reviews and exposure analyses for clients to ensure appropriate program design and implementation</li>
<li>Maintain records according to Agency standards and processes. Ensure information is properly documented and readily accessible</li>
<li>Oversee daily processes for the book of business including renewal summaries, proposals, change requests/endorsements, binders, certificates, policy checking, audits, and accounting as needed</li>
<li>Maintain follow-up and suspense on outstanding orders, correspondence, audits, reports, claims, and renewal expirations</li>
<li>Reviews insurance and indemnification parts of contracts</li>
<li>Manage account receivables to ensure timely collection of premiums, reconcile accounting discrepancies and follow up on aging receivables</li>
</ul>
</li>
<li>Manage Client Renewal Process:
<ul>
<li>Attend renewal review meetings with Producers and Team Lead to prepare marketing strategies for upcoming renewals</li>
<li>Lead all accounts through the new and renewal process. Market accounts to insurance carriers and brokers as needed</li>
</ul>
</li>
<li>Uphold Strong Personal Relationships and Team Accountability:
<ul>
<li>Maintain proactive communication with clients, producers, and team members including handling client and/or company questions/issues appropriately</li>
<li>Develop strong personal relationships with appropriate insurance carrier personnel and become familiar with carrier product options</li>
<li>Communicate effectively with the team including Producers, Account Executives, Account Coordinators, or Analysts</li>
<li>Continue professional development by attending continuing education courses, seminars, and workshops</li>
</ul>
</li>
</ul>
Commercial Lines Account Manager - Requirements:
<ul>
<li>2+ years of commercial lines account management/client servicing experience managing a high volume workload in a midsize brokerage house required</li>
<li>Active TX State Property and Casualty Insurance license required</li>
<li>Experience with Insurance Agency Software (Applied Epic preferred)</li>
<li>Proficient in Microsoft Office Suite products (Word, Outlook, Excel, and PowerPoint) preferred</li>
<li>High level of proficiency using online rating systems, maintaining underwriter relationships, and experience working with wholesale brokers</li>
<li>Commit to, utilize, and follow Agency procedures while remaining adaptive/flexible to changing demands of a growing company</li>
<li>The ability to travel locally as required</li>
</ul>
EEOC
We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Similar Titles: Commercial Lines Insurance Account Manager, Commercial Insurance Account Executive, Commercial Lines Account Executive, Commercial Insurance Customer Service Representative (CSR), Commercial Insurance Specialist, Commercial Lines Account Representative, Insurance Account Manager – Commercial Lines, Insurance Service Representative – Commercial Lines, Client Service Manager – Commercial Insurance, Insurance Associate – Commercial Lines, Commercial Lines Insurance Coordinator, Commercial Insurance Advisor, Insurance CSR – Commercial Lines, or Insurance Account Executive – Commercial Lines.
Keywords: commercial lines insurance, account management, account executive work, account representation, customer service representation (CSR), and client service management. Candidates should be familiar with property and casualty insurance, general liability insurance, workers’ compensation, commercial auto insurance, commercial property insurance, business owner’s policies, umbrella coverage, insurance policies, policy changes and endorsements, insurance renewals, premium audits, insurance carriers, and agency management systems. Skills that are valuable for this role include client service, customer service, policy quoting, policy binding, underwriting support, data entry accuracy, multi-tasking, problem solving, communication skills, and relationship management. Licensing requirements include an active property and casualty license, being P&amp;C licensed, and other relevant insurance licenses.

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