Service representative jobs in Chesterton, IN

Our client is seeking several motivated individual to join our Institutional Services groups. The ideal candidate will have a strong math and technical aptitude, the ability to troubleshoot and explain complex subjects, and the capacity to identify opportunities for technology-based improvements. The successful candidate will be motivated, have strong initiative, analytical and methodical. Responsibilities: Resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy. Client inquiries typically encompass a broad array of themes including: Operability of IB Trader Workstation, Web Trader and Mobile Trader execution platforms including trading modules and analytical tools; Cash deposit and withdrawal activity, position transfers, and account administrative functions. Product availability and attributes; Exchange, clearing and depository functions; Order types and routing logic; Order status, trade and delivery settlement, exercise & assignment, expiration processing, and corporate actions. Margin calculations; Commission structure, interest, and fee. Coordinate activities with other local and international Customer Service divisions and interaction with external departments such as Programming, Clearing, Cashiering and Compliance on common issues. Customer service is the primary function where calls are predominantly routine, but may require deviation from standard screens, scripts, and procedures. Uses computerized system for tracking, information gathering, and/or troubleshooting. Requires general knowledge of the organization, products, and/or services to assess needs and suggest solutions. Required Qualifications: Experience in financial services position (e.g., brokerage, banking, trading, exchange, or clearinghouse) preferred but not required. Strong verbal and written communication skills to accommodate client inquiries directed via telephone, email, or online chat. In depth understanding of the following financial instruments: stocks, securities options, futures, options on futures, foreign exchange, and fixed income. Working knowledge of various exchange operations and regulations, product offerings and specifications, execution platforms and rules, and margin methodologies. Multi-language skills an advantage URGENT NEED FOR PORTUGUESE AND SPANISH Bachelor's or advanced degree is required. If you meet the required qualifications and are interested in this role, please apply today. The Solomon Page Distinction Our teams, comprised of subject matter experts, develop an interest in your preferences and goals and we act as an advisor for your career advancement. Solomon Page has an extensive network of established clients which allows us to present opportunities that are well-suited to your respective goals and needs - this specialized approach sets us apart in the industries we serve. About Solomon Page Founded in 1990, Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic partner to our clients and candidates, we focus on providing customized solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results. For more information and additional opportunities, visit: solomonpage.com and connect with us on Facebook, and LinkedIn. Opportunity Awaits.

Job Description Are you outgoing, ambitious, and ready to build a career that lets you grow, travel, and earn great money? At AGI, we're not just hiring - we're developing tomorrow's leaders. Our company helps young professionals build real-world sales, communication, and leadership skills through hands-on customer interaction. You'll be part of a fun, high-energy team that represents top brands in the field. If you're someone who thrives on face-to-face connections, teamwork, and learning fast, this opportunity is for you. We train you from the ground up, so no prior experience is needed. Compensation & Benefits Hourly or Commission-Only Options (depending on experience) Average Weekly Pay: $800-$1,500 Bonus Incentives: cash prizes, team trips, and contests Paid Training and continuous mentorship from industry leaders Career Growth: opportunities to move into leadership or management Travel Opportunities - regional events, retreats, and conferences Fun, supportive environment - team nights, networking, and recognition events Compensation: $800 - $1,500 per week Responsibilities: Engage with customers to understand their needs and provide tailored solutions. Represent top brands with professionalism and enthusiasm during face-to-face interactions. Collaborate with team members to achieve sales targets and enhance customer satisfaction. Participate in ongoing training sessions to refine your sales and communication skills. Contribute to a positive team environment by sharing insights and supporting colleagues. Track and report sales activities and outcomes to ensure transparency and accountability. Adapt to changing market trends and customer preferences to maintain a competitive edge. Qualifications: Experience in customer service or sales is a plus, but not required. Ability to engage and communicate effectively with diverse customers. Proven track record of working collaboratively in a team setting. Strong problem-solving skills to tailor solutions to customer needs. Willingness to learn and adapt to new sales techniques and market trends. Ability to maintain professionalism and enthusiasm in face-to-face interactions. Comfortable with tracking and reporting sales activities for transparency and growth. About Company Our mission is to inspire the next generation with optimism, teamwork, and results. We adhere to our core values and have a people-oriented environment that is exciting and professional! We encourage personal growth for our associates as we expand our business into new markets. We offer advancement opportunities with promotions based on performance and experience. Hard work and having fun are what we're all about.

Who We Are: TradeStation is the home of those born to trade. As an online brokerage firm and trading ecosystem, we are focused on delivering the ultimate trading experience for active traders and institutions. We continuously push the boundaries of what's possible, encourage out-of-the-box thinking, and relentlessly search for like-minded innovators. At TradeStation, we are building an AI-First culture. We expect team members to embrace AI as a core part of their daily workflow, whether that's using AI to accelerate development, enhance decision-making, improve client outcomes, or streamline internal processes. We hire, grow, and promote people who can harness AI responsibly and creatively. We treat AI as a partner in problem-solving, not just a tool; following our governance standards to ensure AI is used ethically, securely, and transparently. If you join us, you're joining a culture where AI is how we work . Are you ready to make yourself at home? What You'll Be Doing: The Account Services Representative is responsible for a wide range of tasks related to account opening, maintenance, and servicing. This position involves processing client account requests, conducting Know Your Customer (KYC) reviews, offering exceptional customer support, and ensuring effective communication between clients and internal teams. In addition, the role requires the ability to manage multiple tasks in a fast-paced environment, resolve issues quickly, and maintain strong written communication skills. Prepare new account paperwork for principal reviews Process account openings, closings, and other administrative requests Enter account information in various back-office systems Conduct background checks for new customers through third-party vendor applications Collaborate with internal teams (e.g., Treasury, Client Experience, Sales, Financial Crimes) to resolve client issues and provide timely solutions Link brokerage accounts to customer trading log-ins Maintain and update accurate client records and account documentation in the firm's CRM and account management systems Monitor collaboration queues and take a proactive approach to ensure issues are handled efficiently Document procedures to ensure consistency and transparency in processes Identify opportunities to improve client satisfaction and escalate complex issues as needed Represent TradeStation Securities professionally by providing excellent service and consistently exceeding expectations Ensure compliance with regulatory requirements and internal policies The Skills You Bring: High attention to detail with the ability to thrive in a fast-paced, deadline-driven environment Ability to multitask and manage a high volume of requests with accuracy Strong data entry and processing skills Reliable, punctual and self-starter Customer service oriented Strong analytical and organization abilities Ability to identify areas for process and procedural improvement Excellent written communication skills Familiarity with back-office functions and data entry processes Proficiency in Microsoft Office (Excel, Word, Outlook); familiarity with SunGard Phase 3, GMI, or other back-office brokerage systems is a plus Minimum Qualifications: 1-2 years of experience in customer service, financial services, or brokerage operations Desired Qualifications: Bachelor's degree preferred What We Offer: Collaborative and dynamic work environment Competitive Salaries Yearly bonus opportunities Comprehensive benefits for you and your family starting Day 1 Generous paid time off policies Access to TradeStation employee benefits, including full access to trading education materials Pay Range (US) $62-70K (Countries outside of the US have differing ranges in accordance with local labor markets) TradeStation provides equal employment opportunities to current and prospective employees, without regard to race, color, religion, sex, national origin, ancestry, sexual orientation, age, pregnancy, disability, handicap, citizenship, veteran or marital status, or any other legally recognized status entitled to protection under federal, state, or local anti-discrimination laws. #LI-Hybrid

We are actively seeking upbeat, motivated and accountable team players to join our marketing team in a joint marketing and customer service function. This is a great opportunity for individuals who need flexible hours, great income, and the ability to work in a telecommute capacity FT or PT. Don't waste gas, time and money commuting! We offer dynamic team support and training to qualified individuals who are ready to make a difference and realize time and financial freedom. You must be a people person, have a strong desire to help others and think outside the box. Generous Commission Base with Bonuses and Incentives. Please submit your resume and qualified candidates will be contacted to set up an interview. Skills Needed: Proficient in MS Office Basic Computer Knowledge and Skills Think Outside The Box Excellent Written and Verbal Communication Skills People Person Coachable Accountable Self-Starter Strong Drive For Success Required Up to Date Computer with High Speed Internet Phone Access

* Responsible for 20-40 total accounts (depending on other responsibilities and factors), doing all responsibilities of the Account Coordinator and Senior Account Coordinator * Builds and manages relationships with client(s) (core team and/or carrier) * Reviews, completes and delivers Budget Projections to core teams * Completes renewal package (enter carrier responses, claims and premium experience, benchmarking, Monte Carlo, formatting of tables and charts, finalizing Power Point deliverable) * Negotiates with carrier partners the most optimal outcome for our client(s) * Sends final client deliverable, as well as written recommendation, to dedicated team member for peer review * Revises deliverable and recommendation based on peer review and delivers final results to core team * Hosts standard meetings with core teams to discuss marketing status and other open items * Provides feedback to carrier partners on renewal and new business * Attend client meetings/calls to observe presentation by manager and/or leadership * Liaison between core team and claims team * Liaison between core team and AMAP team * Obtain/maintain license

Job DescriptionVevo is the world's leading music video network, connecting an ever-growing global audience to high quality music video content for more than a decade. Founded by Universal Music Group and Sony Music Entertainment in 2009, Vevo offers fans worldwide a vast array of premium content to choose from, showcasing official music videos alongside a constantly developing lineup of live performances and innovative original programming. From top superstars to rising new talents, Vevo brings incomparable cross-promotional support to artists across the musical spectrum, at every stage of their careers. Vevo has consistently evolved over the past decade to lead within today's ever-changing media landscape, embracing partnerships with a number of leading distribution platforms to deliver extraordinary content within ad-supported environments. With more than 25B views across television, desktop and mobile devices each month, Vevo brings music videos to the world - when, where, and how fans want them. We're seeking an Account Services Representative to join our small team of talented Revenue Generating and Operation specialists that are working to maximize profitable revenue and provide best in class support to the larger Sales organization. This ASR role will report to the Account Executive, as part of the larger Revenue Operations/Sales organization. The ASR will have the opportunity to help create and position compelling media proposals in an effort to drive revenue growth & provide best in class customer service to the Sales organization. As a member of the Sales team here at Vevo, you'll be working alongside super talented individuals that will both inspire you and challenge you to think about things like strategic sales planning, inventory forecasting/utilization, and ad product pricing/packaging in ways you hadn't imagined. We often take time as a team to review new industry trends and advancements, and think critically about various things happening in the world around us that may impact the ways we decide to be more strategic as a team overall. We have a phenomenal team made up of accomplished individuals from Inventory Analysts, Campaign Managers to Sales Operations specialists, and we're excited about having you join us! As a member of the team, you will: Create & revise compelling and sellable media proposals in the pre-sale process Have a knowledge of all historical rates by client for proposal creation Attend all necessary RFP brainstorm meetings to provide insight on pricing, packaging and inventory requirements for media proposals Play integral role in the Sales Prospecting process Ensure all data is accurately entered and updated in Salesforce & Operative Manage that AE pipeline stages are consistent within each system Submit, review and Single Sign IOs in accordance with planning & Vevo policy/procedure Handle post-sale revisions to booked placements which include any targeting changes or re-expressions and budget shifts Forecast inventory availability for Takeovers and Rotational media Manage Go-To Market packaging & premiere tracking Manage upfront rates & upfront spend tracking Work with Sales and Ad Ops in managing any delivery issues and propose inventory solutions Manage the artist list creation & discussions with client in coordination with Inventory & Sales, including ComScore Artist Pulls/Rankers Manage nationwide project initiatives such as proactive packaging, Premieres, Audience Guarantee. Make strategic pricing decisions in the Scatter market with Management oversight and guidance This describes you: You have extreme attention to detail You are comfortable in a fast-paced work environment You can multi-task like a pro without letting anything slip through the cracks You are comfortable in a client-facing role You love to collaborate and take your analysis and working with various teams to put it into action You are intrigued by a dynamic, flexible digital video product and its revenue potential You enjoy creating solutions; using your expertise to contribute to revenue growth and campaign success You have experience taking fun seriously, cheering up your teammates when they need some positive encouragement, and you naturally understand that work isn't work when you love what you do You have an expressed desire to learn and grow into a sales career Requirements: Recent college graduate, with a keen interest in Sales Bilingual in Spanish is a plus Internship experience in digital, TV, and/or agency media is a plus Must be highly proficient in Excel & Powerpoint A plus if you have knowledge of DoubleClick, Operative, and/or Salesforce High level understanding of media math, media proposal composition and Nielsen/Comscore data ratings is ideal Not required, but experience working with dynamic digital products such as: Sponsorships, Audience Guarantee, Viewability & Programmatic is a plus Interested? Great! You might like to know: We're a fun, energetic, and tight knit team We really enjoy music and technology We have competitive compensation and benefits packages We have premier access to music content and new releases of original media content This is a full-time position based on-site/in our Chicago office. Vevo currently operates in a hybrid work model and requires all employees, who have not been designated as "remote" to be in the office/studio a minimum of 3 days a week. Vevo considers applicants for all positions without regard to race, color, creed, religion, national origin or ancestry, sex, age, disability, genetic information, veteran status, or any other legally protected status under local, state, or federal law.Salary $58,000 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. Job responsibilities Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. Required qualifications, capabilities and skills: Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. Enthusiastic and self-motivated. Superior written and oral communication. Superior customer service skills. Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. Preferred qualifications, capabilities, and skills: College graduate preferred. Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. Superior interpersonal communication skills, as well as strong attention to detail and time management.

About the Role Client Specialists are the first line of contact at all Barry's studios. As such, they are well-versed in all aspects of our business complying with company policies, procedures and directives. Client Specialists are key to developing lasting client relationships through providing superior hospitality and assisting clients with class selections, bookings, and questions; maintaining a clean studio; FuelBar orders; and merchandise purchases. Our Client Specialists are excellent communicators and positive brand ambassadors, helping convey memorable experiences for our clients. Their passion for Barry's is conveyed in every client interaction. We are looking for passionate, hard-working, reliable, team-oriented, and forward-thinking problem-solvers with outgoing interpersonal skills, a love for health, an excitement for our brand, and the desire to be a part of building a stronger Barry's community. This position encompasses the following responsibilities, each of which is carried out in equal measure: Front Desk, Facilities & Fuel Bar. What You'll Do Front Desk Responsibilities: Client Experience: Understanding of hospitality principles & processes and ability to execute as part of the Barry's Client Experience Support the client experience with hospitality and studio amenities to build personalized experiences with the goal of positively impacting both sales and service Be an effective brand ambassador, ensuring clients are warmly welcomed, assisted accordingly, and have a memorable experience commensurate with the Barry's brand Establishing and maintaining Interpersonal Relationships: The candidate must develop constructive and cooperative working relationships with clients/staff, and maintain them over time Assist clients, building individual connections, and providing direction with any questions or concerns Communicating with Supervisors, peers: the candidate must provide information to supervisors and co-workers, by telephone, in written form, e-mail, text, or in person in a timely and efficient manner Deliver first class client experience at all times Ensure a clean and welcoming atmosphere at all times by assisting in studio cleaning, restocking, and upkeep as needed Guide clients with regards to the latest studio promotions, membership discounts and/or special events Maintain product knowledge for all studio retail operations Participate in all relevant training and development programs and meetings as directed by Operations leaders Have flexibility with schedule, having the ability to work weekends, holidays, morning or night shifts and adhere to work schedule, and meeting minimum availability requirements Fuel Bar Responsibilities: Deliver quality protein smoothies and customer service in the Fuel Bar Handle pre-orders and orders on the spot, custom to each client's needs Assist clients with questions and product selection Complete client's orders in a timely manner utilizing a POS transaction Maintain fuel bar department areas clean and sanitized Follow departmental procedures for safety, proper food handling, and sanitation according to local, state, and federal health code regulations Properly rotate merchandise in refrigerated coolers and department tables, paying special attention to spoiling goods according to company policy Prepare various fuel bar goods following company recipes Facility Maintenance: Prepare studio spaces before, after, and in-between classes by cleaning exercise equipment, sweeping, mopping and/or vacuuming floors, and wiping mirrors Support in cleaning and maintaining of locker rooms to brand standard as directed Regular deep cleaning, organization, and service of common areas, including the lobby space, FuelBar, Red Room/Lift/Ride spaces, retail shelves, locker rooms, hallways, and storage areas Conduct small studio repairs when appropriate Laundry services, including collecting, washing, and folding towels Adhere to daily and weekly cleaning and maintenance checklists Customer Service: Ensure all existing and new clients are provided with the highest level of hospitality Maintain client database and utilize information to increase client contact Attend social functions within the community to generate new business, invite current and prospective clients to in-studio events, and reach out through curated clienteling tools Qualifications Strong hospitality skills and alignment with Barry's Mission, Vision and Values. Ability to work either a full-time or part-time schedule Full-time employees: Must be available for a minimum of 30 hours per week with minimal restrictions. Must be available mornings, afternoons, evenings, inclusive of one weekend day (Saturday/Sunday) during studio operating hours, aligned with business needs. Part-time employees: Must be available for a minimum of 24 hours per week and minimum of 3-4 hours per available shift depending on state regulations. Must be available mornings, afternoons, evenings, inclusive of one weekend day (Saturday/Sunday) during studio operating hours, aligned with business needs. Friendly, outgoing personality and enjoy social interaction Exhibits enthusiasm for the studio and for the job Must be a patient, courteous listener, able to show empathy Responding to clients request with a can-do attitude Cooperative manner with a focus on team culture. Ability to prioritize and work within a fast-paced environment Exceptional cleaning skills and a clear understanding of what constitutes a sanitary environment Have an eye for detail and care for the studio's appearance and cleanliness Work as a cohesive team with all Barry's staff members to ensure efficiency and effectiveness Maintain a professional appearance and behavior Demonstrate excellent communication skills Candidates must be at least 18 years or older to apply

The Client Onboarding Specialist will be responsible for delivering an exceptional client experience at the outset of a new prospect or client relationship through a dedicated client onboarding team. This role will ensure that the client has an efficient and streamlined onboarding process while building a relationship with WTW that utilizes the right processes, tools, and technology. Responsibilities will include managing client data and working closely with other WTW teams to ensure the client's preferences are properly documented and set up in WTW systems to complete the onboarding process. The Client Onboarding Specialist will liaise with the producer, sales operations, and the entire client advocacy team to streamline operations, improve efficiency, and contribute to the overall success of the company. The Client Onboarding Specialist will handle the data collection process from the prospect phase up until handing off to the client team. This role will assist the advocacy team in gathering and organizing key information to be loaded into the appropriate systems for the prospecting and onboarding process. The Client Onboarding Specialist will organize meetings, meet with the client, and coordinate with other specialist teams (e.g., certificate center, accounting center) to gather specific certificate preferences or billing allocation needs, plus handle other responsibilities related to onboarding that may arise. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role * Team members will work across verticals as needed, align with IVD specialization as skillsets develop * Manage client data such as contact information, exposures, losses, and certificate holders/guidelines during the onboarding process, ensuring it is captured accurately in the correct format and systems. * Work with ACA & CS colleagues and other teams to ensure all data is set up correctly * Develop and update the Onboarding Pack throughout the process * In conjunction with CA/ACA, communicate with clients to gather and set up certificate guidelines and supplemental screens. * Train and assist clients with key technology platforms such as RIC and Proofs Direct. * Ensure compliance with WTW regulations, sanctions, and key data linkages like GCIDs and industry revenue coding during the On Boarding process, specifically * Participate in the RFP process as needed * Collaborate with GSD colleagues throughout the onboarding process * Provide regular updates to CA/ACA/CS on the status of their account setup and work to resolve any issues * Use feedback and best practices to improve the onboarding process * Manage the transition of work to the ongoing service team * Serve as a process expert and problem solver for complex processes, escalations, and issues related to insurance products and services, as it pertains to Client Onboarding Qualifications The Requirements * Must achieve and maintain insurance broker's P&C license and complete various continuing education activities as needed. If not licensed will allow 90 days for course completion and license acquisition. * Targeted at least 3+ years of commercial Property & Casualty insurance knowledge/experience in a client-facing role or demonstrated capabilities to complete role responsibilities Able to apply knowledge of coverage forms * Relationship Management skills: ability to leverage internal and external relationships to bring WTW resources and assets tailored to client needs * Business Acumen; knowledge of strategy, tactics, and solutions for the client * Excellent verbal and written communication skills; group presentation skills, ability to drive complex/technical conversations * Receptive to feedback; critical thinking and problem-solving skills, high adaptability * Supports in advocating for change. Provides encouragement, takes control of team projects, leads key work areas, collaborates with others, provides clear guidance to ensure others fulfill roles effectively * Strong project management skills: Support end-to-end oversight of large, complex, or ambiguous projects * Intermediate Microsoft Office skills and familiarity with other relevant online tools * Insurance industry designations preferred but not required (CISR, CPCU, ARM, CIC, CRIS, CRM) This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified. Compensation and Benefits Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation. Compensation The base salary compensation range being offered for this role is $70,000-$90,000 USD per year. This role is also eligible for an annual short-term incentive bonus. Company Benefits WTW provides a competitive benefit package which includes the following (eligibility requirements apply): * Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) * Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only) * Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. EOE, including disability/vets

The Client Onboarding Specialist will be responsible for delivering an exceptional client experience at the outset of a new prospect or client relationship through a dedicated client onboarding team. This role will ensure that the client has an efficient and streamlined onboarding process while building a relationship with WTW that utilizes the right processes, tools, and technology. Responsibilities will include managing client data and working closely with other WTW teams to ensure the client's preferences are properly documented and set up in WTW systems to complete the onboarding process. The Client Onboarding Specialist will liaise with the producer, sales operations, and the entire client advocacy team to streamline operations, improve efficiency, and contribute to the overall success of the company. The Client Onboarding Specialist will handle the data collection process from the prospect phase up until handing off to the client team. This role will assist the advocacy team in gathering and organizing key information to be loaded into the appropriate systems for the prospecting and onboarding process. The Client Onboarding Specialist will organize meetings, meet with the client, and coordinate with other specialist teams (e.g., certificate center, accounting center) to gather specific certificate preferences or billing allocation needs, plus handle other responsibilities related to onboarding that may arise. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role Team members will work across verticals as needed, align with IVD specialization as skillsets develop Manage client data such as contact information, exposures, losses, and certificate holders/guidelines during the onboarding process, ensuring it is captured accurately in the correct format and systems. Work with ACA & CS colleagues and other teams to ensure all data is set up correctly Develop and update the Onboarding Pack throughout the process In conjunction with CA/ACA, communicate with clients to gather and set up certificate guidelines and supplemental screens. Train and assist clients with key technology platforms such as RIC and Proofs Direct. Ensure compliance with WTW regulations, sanctions, and key data linkages like GCIDs and industry revenue coding during the On Boarding process, specifically Participate in the RFP process as needed Collaborate with GSD colleagues throughout the onboarding process Provide regular updates to CA/ACA/CS on the status of their account setup and work to resolve any issues Use feedback and best practices to improve the onboarding process Manage the transition of work to the ongoing service team Serve as a process expert and problem solver for complex processes, escalations, and issues related to insurance products and services, as it pertains to Client Onboarding The Requirements Must achieve and maintain insurance broker's P&C license and complete various continuing education activities as needed. If not licensed will allow 90 days for course completion and license acquisition. Targeted at least 3+ years of commercial Property & Casualty insurance knowledge/experience in a client-facing role or demonstrated capabilities to complete role responsibilities Able to apply knowledge of coverage forms Relationship Management skills: ability to leverage internal and external relationships to bring WTW resources and assets tailored to client needs Business Acumen; knowledge of strategy, tactics, and solutions for the client Excellent verbal and written communication skills; group presentation skills, ability to drive complex/technical conversations Receptive to feedback; critical thinking and problem-solving skills, high adaptability Supports in advocating for change. Provides encouragement, takes control of team projects, leads key work areas, collaborates with others, provides clear guidance to ensure others fulfill roles effectively Strong project management skills: Support end-to-end oversight of large, complex, or ambiguous projects Intermediate Microsoft Office skills and familiarity with other relevant online tools Insurance industry designations preferred but not required (CISR, CPCU, ARM, CIC, CRIS, CRM) This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified. Compensation and Benefits Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation. Compensation The base salary compensation range being offered for this role is $70,000-$90,000 USD per year. This role is also eligible for an annual short-term incentive bonus. Company Benefits WTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only) Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. EOE, including disability/vets -

The Client Onboarding Specialist will be responsible for delivering an exceptional client experience at the outset of a new prospect or client relationship through a dedicated client onboarding team. This role will ensure that the client has an efficient and streamlined onboarding process while building a relationship with WTW that utilizes the right processes, tools, and technology. Responsibilities will include managing client data and working closely with other WTW teams to ensure the client's preferences are properly documented and set up in WTW systems to complete the onboarding process. The Client Onboarding Specialist will liaise with the producer, sales operations, and the entire client advocacy team to streamline operations, improve efficiency, and contribute to the overall success of the company. The Client Onboarding Specialist will handle the data collection process from the prospect phase up until handing off to the client team. This role will assist the advocacy team in gathering and organizing key information to be loaded into the appropriate systems for the prospecting and onboarding process. The Client Onboarding Specialist will organize meetings, meet with the client, and coordinate with other specialist teams (e.g., certificate center, accounting center) to gather specific certificate preferences or billing allocation needs, plus handle other responsibilities related to onboarding that may arise. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role Team members will work across verticals as needed, align with IVD specialization as skillsets develop Manage client data such as contact information, exposures, losses, and certificate holders/guidelines during the onboarding process, ensuring it is captured accurately in the correct format and systems. Work with ACA & CS colleagues and other teams to ensure all data is set up correctly Develop and update the Onboarding Pack throughout the process In conjunction with CA/ACA, communicate with clients to gather and set up certificate guidelines and supplemental screens. Train and assist clients with key technology platforms such as RIC and Proofs Direct. Ensure compliance with WTW regulations, sanctions, and key data linkages like GCIDs and industry revenue coding during the On Boarding process, specifically Participate in the RFP process as needed Collaborate with GSD colleagues throughout the onboarding process Provide regular updates to CA/ACA/CS on the status of their account setup and work to resolve any issues Use feedback and best practices to improve the onboarding process Manage the transition of work to the ongoing service team Serve as a process expert and problem solver for complex processes, escalations, and issues related to insurance products and services, as it pertains to Client Onboarding The Requirements Must achieve and maintain insurance broker's P&C license and complete various continuing education activities as needed. If not licensed will allow 90 days for course completion and license acquisition. Targeted at least 3+ years of commercial Property & Casualty insurance knowledge/experience in a client-facing role or demonstrated capabilities to complete role responsibilities Able to apply knowledge of coverage forms Relationship Management skills: ability to leverage internal and external relationships to bring WTW resources and assets tailored to client needs Business Acumen; knowledge of strategy, tactics, and solutions for the client Excellent verbal and written communication skills; group presentation skills, ability to drive complex/technical conversations Receptive to feedback; critical thinking and problem-solving skills, high adaptability Supports in advocating for change. Provides encouragement, takes control of team projects, leads key work areas, collaborates with others, provides clear guidance to ensure others fulfill roles effectively Strong project management skills: Support end-to-end oversight of large, complex, or ambiguous projects Intermediate Microsoft Office skills and familiarity with other relevant online tools Insurance industry designations preferred but not required (CISR, CPCU, ARM, CIC, CRIS, CRM) This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified. Compensation and Benefits Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation. Compensation The base salary compensation range being offered for this role is $70,000-$90,000 USD per year. This role is also eligible for an annual short-term incentive bonus. Company Benefits WTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only) Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. EOE, including disability/vets -

We are passionate about what we do, the services we provide, and the clients we serve. If you're looking for an opportunity to join a company that values collaboration, innovation, and dedication, we're the right place for you. Provides a high level of service and administrative support to clients, panelists, and associates. Enhances the client experience by creating a welcoming and inviting office atmosphere and providing concierge service. The CESmight assist multiple RCs and is expected to collaborate with local management in regard to the general functions in support of the Resolution Center ("RC"). Serves as a mentor for other team members in the office and region. Handles front desk training and back office administrative support; assists with team and/or event coverage. Develops and manages relationships with vendors. Responsibilities What you will do * Provides professional concierge-level client services (e.g., leads client and neutral check-in, room assignments, and oversees front desk logistics and responsibilities). Assists associates, panelists, clients, and vendors including handling special needs and requests like ADA accommodations for JAMS guests. Assists in the moderation of virtual and hybrid hearings, answers phones, and routes inquiries as appropriate. * Facilitates the coordination of food and beverage service (e.g., cafés, snacks, and beverages). Handles the set-up and breakdown of lunch buffets. Maintains a list of lunch and snack vendors whose quality is aligned with JAMS' expectations. Researches potential vendors and snack varieties based on client needs/use. Adheres to the welcome and after-hours protocols and engages with JAMS panelists throughout the day. * Provides technical support for on-site cases in tandem with the management and the Client Experience Virtual teams. Supports panelists and clients with technological needs, addresses assistance requests, andtroubleshoots inquiries throughout the day. Coordinates tech set-ups and logistics for in-person and hybrid hearings. Liaises with the IT department for tech support and logistics. * Acts as point of contact in the absence of the Manager Client Experience. Communicates with management regarding the general status of RC and region, facility issues, panelist concerns, etc. Liaises with other departments as it relates to event planning; assists with cost containment practices; streamlines front desk procedures; and partners with management to address safety plans, evacuation procedures, etc. Contacts the HR department, in partnership with management to seek clarification on any JAMS workplace related practices. * Performs administrative tasks (e.g., case management support, filings, etc.), prepares and distributes mail, conducts data entry, maintains document retention, and assists on other projects and participates in committees as designated by their manager. * Maintains inventory, orders office supplies, and manages pick-up and delivery services. Monitors facility equipment (e.g., printers, coffee machines, postage machines, etc.). * Serves as the safety response coordinator and the on-site contact when there is a complex room request. * Ensures all new panelists are welcomed and oriented to the organization. * Other duties as assigned within similar scope. Qualifications * High School or equivalent (GED). Required * Bachelor's Degree in Business, Business Administration, or related discipline. Plus * 4-6 years of working in a comparable professional services environment. Required * 4-6 years of working in a legal and client service role. Plus * 1-3 years For Internal candidates, proven ability as a Client Experience Coordinator, or similar position to lead or mentor. Required * Knowledge of all processes, procedures, and policies required to perform duties effectively. (Requiredproficiency) * Computer literate and proficient in all software programs required for the position. (Required proficiency) * Verbal and written communication skills. (Required proficiency) Ability to organize, prioritize, and manage multiple responsibilities and tasks in a quick-paced environment. (Required proficiency) * Ability to troubleshoot technical issues while working with remote IT support. (Required proficiency) * Ability to operate virtual media software, connect to Zoom sessions, and connect audio calls to video calls. (Required proficiency) * Prior experience with multimedia support (e.g. Zoom, HDMI connection to display, Creston). (Plus proficiency) * Ability to proactively verify and test existing A/V equipment. (Plus proficiency) * 15% travel to other offices.

Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to Job responsibilities Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. Required qualifications, capabilities and skills: Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. Enthusiastic and self-motivated. Superior written and oral communication. Superior customer service skills. Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. Preferred qualifications, capabilities, and skills: College graduate preferred. Ability to make personal connections, engage customers, and remain courteous and professional in a team environment.

About us Talbots is a leading omni-channel specialty retailer of women's clothing, shoes and accessories. Established in 1947, we are known for modern classic style that's both timeless and timely, fine quality craftsmanship and gracious service. At Talbots relationships are the key to our business, we hire individuals who bring new ideas to the table, understand smart risk taking and can enhance an already thriving culture. With a commitment to offer modern classic style for every body type, through a full range of sizes, inclusive to every woman in your life. What We Offer: Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. Incentive Opportunities Benefits: Comprehensive benefits packages accessible to both full time and eligible part time employees. To learn more, visit our We Care page. Generous Discount: 50%, 60% & 70% Merchandise Discount off Talbots and Haven Well Within. Other Perks: Referral Incentive Program, discounts on travel, shopping, concerts and more. What we Value “WE CARE”: We Win as a team and are dedicated to ensuring and applauding each other's success. We Encourage creativity, innovation and smart risk-taking. We are Committed to building relationships with our customers and associates by knowing, serving, and delighting them. We Act with integrity, transparency, candor, and respect. We Respect, honor and value diversity and are invested in cultivating a dynamic and inclusive culture. We Embrace community by bringing positive change to those we live and work in. Who You Are: Driven to create, build and cultivate relationships with customers and the community with a focus on prospecting and establishing a strong clientele from existing and new customers. Possesses a strong ambition and passion for achieving goals, both as an individual and as a member of the store team and thrives working in a team environment. Able to work cooperatively in a diverse work environment Passionate about selling and seeks organized and thoughtful ways to drive new traffic into the store. Possess excellent written and verbal communication skills and a high level of integrity. Demonstrates strong planning and organizational skills to proactively contact clientele with the intent to sell in a way that is relevant, timely and meaningful for her. Professional, assertive, and friendly with the ability to make decisions independently. Possess the technological aptitude to navigate POS/computer/iPad/handheld systems. Have open availability of 20 - 29 hours per week Able to work a flexible schedule based on the needs of the business including evenings, weekends, and holidays. Comfortable climbing ladders, moving around regularly, and standing for extended periods of time. Able to bend, reach, stretch for product as well as lift, carry, and move at least 40 lbs. What You'll Do: Create and foster a culture of hospitality through exceptional customer experiences and build enduring relationships both internally and externally. Support all service enhancers to build strong relationships including active use of Concierge. Achieve sales and service metrics in key measurable areas including: Clientelling/Outreach, Appointment Setting, Talbots Classic Awards etc. Plan and prioritize tasks and responsibilities to meet the needs of the customer and business. Seek to understand customer needs & wants with curiosity and confidence through intentional conversation. Share current products and fashion trends with customers to appropriately wardrobe, inspire and build trust. Actively participate in community/store activities and events that promote the Talbots Brand. Professionally represent the brand image. Note: This position description is intended to describe the general nature of work being performed by associates assigned to this job. It is not intended to be inclusive of all duties and responsibilities and is subject to change. Location: Store 00088 Oakbrook IL-Oak Brook,IL 60523Position Type:Regular/Part time Pay Range: $15.50 - $19.40 Hourly USD Equal Employment Opportunity The Company is an equal opportunity employer and welcomes applications from diverse candidates. Hiring decisions are based upon a candidate's qualifications as they relate to the requirements of the position under consideration and are made without regard to sex (including pregnancy), race, color, national origin, religion, age, disability, genetic information, military status, sexual orientation, gender identity, or any other category protected by applicable law. The Company is committed to providing reasonable accommodations for job applicants with disabilities. If you require an accommodation to perform the essential duties of the position you are seeking or to participate in the application process, please contact my ***************************. The Company will make reasonable accommodations for otherwise qualified applicants or employees, unless such accommodations would impose an undue hardship on the operations of the Company's business. The Company will not revoke or alter a job offer based on an applicant's request for reasonable accommodation.

Driven by a passion for service and delivering exceptional customer experiences. Consistently demonstrates patience, active listening, and a solutions-focused approach to address needs effectively. Utilizes procedures, policies, ERP, and other reference materials to assist in answering team member and manager inquiries which contributes to the timeliness of resolution. Responds to escalated inquiries into the Human Resources Service Center via telephone, website, or email utilizing all available tools and resources. Responsible for resolving issues upon first contact and escalating more complex matters as needed. Documents incoming calls using a case management tool to resolve issues within identified service level agreements. Proactively escalates issues to People Operations Specialist and COE teams and HRIS team on the customer's behalf to ensure the service levels are met. Confidently resolves routine issues with efficiency and sound judgement, while recognizing when to escalate more complex situations to ensure timely and effective solutions. Consistently achieves performance metrics and upholds service level agreement metrics regarding commitments to problem resolution time frames. Abides by quality guidelines when handling customer calls. Effectively explains processes in a simple, understandable manner and ensures teammates stay informed through consistent and collaborative communication. Adheres closely to established procedures while maintaining a strong focus on accuracy and quality to ensure thorough and consistent case handling. Achieves high teammate satisfaction and service quality scores Establishes and nurtures trust with diverse stakeholders by tailoring communication and interactions to suit the audience whether physicians, leaders, or colleagues -ensuring clarity and professionalism. Driving impact in service delivery by optimizing processes, engaging diverse stakeholders, and streamlining operations to cultivate a customer-focused mindset.

Are you outgoing, ambitious, and ready to build a career that lets you grow, travel, and earn great money? At AGI, we're not just hiring - we're developing tomorrow's leaders. Our company helps young professionals build real-world sales, communication, and leadership skills through hands-on customer interaction. You'll be part of a fun, high-energy team that represents top brands in the field. If you're someone who thrives on face-to-face connections, teamwork, and learning fast, this opportunity is for you. We train you from the ground up, so no prior experience is needed. Compensation & Benefits Hourly or Commission-Only Options (depending on experience) Average Weekly Pay: $800-$1,500 Bonus Incentives: cash prizes, team trips, and contests Paid Training and continuous mentorship from industry leaders Career Growth: opportunities to move into leadership or management Travel Opportunities - regional events, retreats, and conferences Fun, supportive environment - team nights, networking, and recognition events Engage with customers to understand their needs and provide tailored solutions. Represent top brands with professionalism and enthusiasm during face-to-face interactions. Collaborate with team members to achieve sales targets and enhance customer satisfaction. Participate in ongoing training sessions to refine your sales and communication skills. Contribute to a positive team environment by sharing insights and supporting colleagues. Track and report sales activities and outcomes to ensure transparency and accountability. Adapt to changing market trends and customer preferences to maintain a competitive edge. Experience in customer service or sales is a plus, but not required. Ability to engage and communicate effectively with diverse customers. Proven track record of working collaboratively in a team setting. Strong problem-solving skills to tailor solutions to customer needs. Willingness to learn and adapt to new sales techniques and market trends. Ability to maintain professionalism and enthusiasm in face-to-face interactions. Comfortable with tracking and reporting sales activities for transparency and growth.

* Responsible for 20-40 total accounts (depending on other responsibilities and factors), doing all responsibilities of the Account Coordinator and Senior Account Coordinator * Builds and manages relationships with client(s) (core team and/or carrier) * Reviews, completes and delivers Budget Projections to core teams * Completes renewal package (enter carrier responses, claims and premium experience, benchmarking, Monte Carlo, formatting of tables and charts, finalizing Power Point deliverable) * Negotiates with carrier partners the most optimal outcome for our client(s) * Sends final client deliverable, as well as written recommendation, to dedicated team member for peer review * Revises deliverable and recommendation based on peer review and delivers final results to core team * Hosts standard meetings with core teams to discuss marketing status and other open items * Provides feedback to carrier partners on renewal and new business * Attend client meetings/calls to observe presentation by manager and/or leadership * Liaison between core team and claims team * Liaison between core team and AMAP team * Obtain/maintain license This is a remote eligible position. Compensation and Benefits Lockton Companies LLC is committed to offering competitive pay and benefits and complies with all relevant sate/local pay transparency laws. The entry base salary offered for this opportunity may vary, and is contingent upon candidate education, skills, abilities, essential competencies, experience, professional designations, unique qualifications, and geographic location. Compensation * Base salary: $60,000 USD * Performance Bonus: This role is also eligible for an annual performance bonus, based upon the financial performance of the organization and the individual contributions of the Associate. Lockton Benefits Offerings At Lockton, our caring culture means we're invested in your health and wellbeing. That's why we've developed a benefits program that is all about helping you reach your ultimate potential, both at the office and at home. From health and wellness to financial wellbeing and everything in between, we have you covered. We encourage you to take advantage of the broad range of available offerings. * Health Plans - Options include United Healthcare Consumer-driven health plan or Surest variable copay plan * Wellness incentive program for health premium savings * Dental Plans - MetLife PPO & Copay option * Vision Plan - VSP Choice Plan * Health Savings Account * Flexible Spending Accounts - Dependent Care, Ltd. Purpose, Healthcare, Transportation * Life Insurance - Group term life, AD&D plus voluntary life options * Paid parental leave * Disability benefits - salary continuation & long-term disability for qualifying events * Legal services * Critical illness care * Hospital indemnity * Pet insurance * Gym membership discount programs * Retirement 401(K) Plan - 100% match up to 6% with immediate vesting * Student loan 401(K) match option * Associate assistance mental health program * Merchant discounts * Paid time off including vacation, holidays, personal days, volunteer days, and sick time * Associate referral bonus & new business finder's fee * Company sponsored charitable and community events * Note: the above applies to regular full-time Associates; see Human Resources for part-time benefits

Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. Job responsibilities Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. Required qualifications, capabilities and skills: Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. Enthusiastic and self-motivated. Superior written and oral communication. Superior customer service skills. Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. Preferred qualifications, capabilities, and skills: College graduate preferred. Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. Superior interpersonal communication skills, as well as strong attention to detail and time management.

Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. **Job responsibilities** + Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. + Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. + Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. + Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. + Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. + Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. + Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. + Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. + Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. **Required qualifications, capabilities and skills:** + Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. + Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. + Enthusiastic and self-motivated. + Superior written and oral communication. + Superior customer service skills. + Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. + Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. **Preferred qualifications, capabilities, and skills:** + College graduate preferred. + Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. + Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. + Superior interpersonal communication skills, as well as strong attention to detail and time management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Chicago,IL $25.49 - $34.62 / hour