13 accounts assistant jobs found in Conshohocken, PA

Overview: Spring EQ is a national home equity lender providing flexible and tailored financing solutions directly to consumers with a national network of experienced brokers and partners. Since its founding in 2016, Spring EQ is among the fastest growing and highest-rated home equity financing partners in the United States. Spring EQ offers a broad range of home equity products and delivers a simple and streamlined process that results in faster funding, trustworthy loans, and less frustration for consumers today. To learn more about Spring EQ, visit www.springeq.com. At Spring EQ, it is our mission to empower homeowners and buyers to achieve and maximize the value of homeownership in a simple, fast, and ethical manner. Our values are to Be kind and treat all people – teammates, customers, and vendors – with respect and consideration Be adaptable and embrace change Be accountable and take responsibility and deliver the effort to fully complete the task Be better and...

Marsh McLennan Agency's East Region is a leader in the employee benefits marketplace. Our associates simplify employee health and welfare benefits and risk management for regional, national, Fortune 500 and Fortune 1000 companies. We value integrity, collaboration, passion, innovation, and accountability, and we are committed to making a difference in the moments that matter for our colleagues, clients, and communities. Conducts sales presentations and works to ensure the maintenance of a book of business of small, low-risk accounts and a high frequency of sales work to generate a sales prof Conducts cold calls utilizing a proficient awareness of internal offerings and product solutions to ultimately gain sales meetings. Develops complex and effective sales proposals and sales presentations for prospect accounts. Closes sales deals by negotiating values and basic pricing structures to best serve both the business and client needs Conducts thorough due diligence research...

BRIEF DESCRIPTION As part of our Consulting Client Service Team, the Senior Benefit Specialist plays a vital role in ensuring a high degree of client satisfaction and retention, working collaboratively with a cross-functional team that includes Producers, Strategic Account Executives, and Financial Consultants. The primary responsibility of this role is to take proactive ownership of the daily client support for all services and products provided, ensuring alignment with the strategic vision of our partnership. ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to the following: Create and update client activity log Coordinate plan audits, review of plan documents including insurance contracts, amendments, Summary Plan Descriptions and other documents, to ensure compliance and appropriate documentation; Review and complete renewal checklists for assigned clients; Complete the MMA compliance checklist with support from the Compliance...

BRIEF DESCRIPTION The Stop Loss Consultant is tasked with supporting and promoting the growth of the Stop Loss Center of Excellence. The primary responsibility is to work with the Account and Underwriting Teams, exercising discretion and independent judgment, providing financial analysis and utilizing modeling tools to evaluate benefit programs and their impact on overall business objectives, including the management and control of client risks and losses. ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited, to the following: Partner with carriers and internal teams to build and maintain schedules for client renewal and data collection to ensure consistent and timely receipt; Perform underwriting, financial, and risk analysis support for internal teams and their respective consulting clients; Responsible for clients' benefits marketing process, such as: data acquisition, request for proposal (RFP) preparation, vendor question resolution,...

Lead Process Engineer Job Description The Lead Process Engineer is responsible for overseeing the discipline at a project level and managing the project discipline budget on simple to complex projects of all sizes. The role requires a thorough understanding of the development and field implementation of documents across all project phases. The Lead Engineer must coordinate with internal and external parties, manage multiple complex tasks, establish priorities, and direct the work of others. Responsibilities Plan and direct work and manage a project budget from a discipline design perspective on large complex projects. Collaborate with the Project Manager on proposal development, man-hour planning, and project scheduling for the discipline scope of work on intermediate-level projects. Lead interactions with clients, internal stakeholders, and external partners. Oversee the discipline at a project level and manage the project discipline budget on...

We’re Hiring! Client Service Representative | Conshohocken, PA Financial Independence Planning, LLC | www.myFIPadvisor.com Join a fast-paced, growing financial planning firm where you can build a long-term career home in financial services. This is an exciting opportunity for a motivated, client-focused professional who thrives in a collaborative environment and wants to make a lasting impact on both clients and colleagues. What You’ll Do · Partner closely with Financial Advisors to prepare for client review meetings, including drafting reports, executing follow-up tasks, and maintaining organized records. · Serve as a primary client-facing representative, providing exceptional service and communication through direct interaction with clients. · Translate meeting notes into actionable tasks and ensure timely completion across departments using our internal workflows. · Collaborate daily with team members to create a cohesive client experience that aligns with FIP’s process...

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited, to the following: Perform financial, and risk analysis support for internal sales teams and their respective consulting clients; Conduct employee benefit due diligence projects for clients and portfolio companies; Assist account teams with coordination and implementation of employee benefit programs for carve out transactions; Provide the definition of clients' employee contribution modeling and strategies; Responsible for the evaluation, determination and recommendation of alternative coverage, pricing options, and plan design changes based on economic analysis of available plan elements related to client goals; Perform various reporting for plan change evaluations, budget and reserve calculations, and other on-going reviews; Participate in prospective client data analysis and presentations; Maintain quality service standards and organization to assure...

BRIEF DESCRIPTION The Enterprise Benefits Leader will oversee and collaborate with Account Managers and Benefit Specialists within the Enterprise team to design, implement, and refine strategies that drive operational excellence. This role will focus on optimizing processes, enhancing procedures, and strengthening team structure to ensure consistent delivery of high-quality client service. The leader will act as a strategic partner, fostering collaboration, promoting best practices, and aligning team performance with organizational goals. ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited, to the following: Provide strategic direction and leadership to Account Managers and Benefit Specialist within the Enterprise team. Identify opportunities to improve team performance, efficiency and client outcomes; Mentor, coach and develop team members to build expertise, engagement and professional growth; Oversee quality assurance across client...

Marsh McLennan Agency's East Region is a leader in the employee benefits marketplace. Our associates simplify employee health and welfare benefits and risk management for regional, national, Fortune 500 and Fortune 1000 companies. We value integrity, collaboration, passion, innovation, and accountability, and we are committed to making a difference in the moments that matter for our colleagues, clients, and communities. BRIEF DESCRIPTION As part of our Consulting Client Service Team, the Senior Benefit Specialist plays a vital role in ensuring a high degree of client satisfaction and retention, working collaboratively with a cross-functional team that includes Producers, Strategic Account Executives, and Financial Consultants. The primary responsibility of this role is to take proactive ownership of the daily client support for all services and products provided, ensuring alignment with the strategic vision of our partnership. ESSENTIAL DUTIES AND RESPONSIBILITIES...

Overview: Spring EQ is a national home equity lender providing flexible and tailored financing solutions directly to consumers with a national network of experienced brokers and partners. Since its founding in 2016, Spring EQ is among the fastest growing and highest-rated home equity financing partners in the United States. Spring EQ offers a broad range of home equity products and delivers a simple and streamlined process that results in faster funding, trustworthy loans, and less frustration for consumers today. To learn more about Spring EQ, visit www.springeq.com. At Spring EQ, it is our mission to empower homeowners and buyers to achieve and maximize the value of homeownership in a simple, fast, and ethical manner. Our values are to Be kind and treat all people – teammates, customers, and vendors – with respect and consideration Be adaptable and embrace change Be accountable and take responsibility and deliver the effort to fully complete the task Be better and...

Marsh McLennan Agency’s East Region is a leader in the employee benefits marketplace. Our associates simplify employee health and welfare benefits and risk management for regional, national, Fortune 500 and Fortune 1000 companies. We value integrity, collaboration, passion, innovation, and accountability, and we are committed to making a difference in the moments that matter for our colleagues, clients, and communities. The Account Executive (AE) is the guardian of the strategic customer relationship and orchestrates the deployment of corporate-wide resources to provide comprehensive products, services and solutions to strategic key accounts. The AE is fully responsible for the retention, development, servicing and expansion of their assigned accounts. ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited, to the following: Account Management Consistently ensure 100% complete and total client satisfaction Manage a large, complex, functionally...

BRIEF DESCRIPTION The Senior Relationship Manager is responsible for cultivating and managing relationships at the executive-level with corporate clients. provide direct advisory services for plan design, fiduciary governance, and investment lineups for qualified plans, as well as employer-sponsored executive benefit plans and non-qualified plans. ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited, to the following: Client Relationship Management: Develop and maintain strong relationships with clients, serving as their primary point of contact for retirement plan consulting services. Understand clients' business objectives and retirement plan goals to provide tailored solutions and recommendations. Consultative Services: Conduct comprehensive retirement plan reviews and assessments, identifying areas for improvement and optimization. Provide expert guidance on plan design, compliance, investment options, and participant engagement strategies....

Marsh McLennan Agency's East Region is a leader in the employee benefits marketplace. Our associates simplify employee health and welfare benefits and risk management for regional, national, Fortune 500 and Fortune 1000 companies. We value integrity, collaboration, passion, innovation, and accountability, and we are committed to making a difference in the moments that matter for our colleagues, clients, and communities. Conducts sales presentations and works to ensure the maintenance of a book of business of small, low-risk accounts and a high frequency of sales work to generate a sales prof Conducts cold calls utilizing a proficient awareness of internal offerings and product solutions to ultimately gain sales meetings. Develops complex and effective sales proposals and sales presentations for prospect accounts. Closes sales deals by negotiating values and basic pricing structures to best serve both the business and client needs Conducts thorough due diligence research...