Role Description The Client Service Team Lead plays a pivotal role for clients within a pooled service model, supporting day-to-day service needs. This role delivers advanced client service support, operating with a high degree of autonomy to resolve complex client issues. This position may act as a functional lead by coordinating and guiding the work of others to drive operational efficiency without formal supervisory responsibility. How you'll make an impact - Operational Leadership: - Work autonomously within established procedures to provide efficient and effective service to clients. - Serve as a key resource for guidance on complex client issues. - Provide training and mentorship to other Account Representatives. - Client Service & Relationship Management: - Ensure timely and accurate delivery of service while building strong relationships with clients and carriers. - Serve as the primary escalation point for client inquiries and concerns. - Act as a Subject Matter Expert on product and service offerings. - Strategic Contribution: - Support the development and implementation of strategies to enhance the Pooled Services Model. - Utilize data and analytics to provide insights and feedback to leadership on client trends, operational challenges, and workflow challenges. - Renewal Process: - Manage the entire end-to-end renewal process including: - Reviewing policies for accuracy and relevance. - Updating client information as needed. - Ensuring timely delivery of renewal documents to clients. - Complete renewals independently, without sales support, and ensure seamless delivery to clients. - Remarket Support and Escalations: - Provide remarketing solutions to clients to find the best coverage and pricing options. - Act as an escalation point for more complex remarketing solutions. - Risk Review with Client: - Conduct risk assessments with clients to identify exposures and recommend appropriate coverage solutions. - Cross-Sell & Rounding Accounts: - Support sales efforts by identifying opportunities to cross-sell or round out accounts to ensure comprehensive coverage for clients. - Conflict Resolution: - Ability to deescalate client issues with empathy and professionalism, ensuring timely resolution and customer satisfaction, particularly in high complexity situations. - Complexity / Autonomy: - Manage and resolve highly complex accounts with a high degree of independence. - Apply advanced knowledge of procedures, tools, and insurance concepts. - Exercise sound judgement when navigating competing priorities, ambiguous situations, and cross-functional dependencies. - Act as a key contributor through individual performance and leadership influence. Qualifications - 3-5 years of experience in insurance experience required. - Strong understanding of insurance marketing, renewals, carriers, and claims processes. - Demonstrated ability to support complex accounts and resolve advanced service issues. Requirements - Expert knowledge of insurance products, policy structures, and coverage. - Highly proficient in technology and workforce management systems. - Excellent communication and interpersonal skills, with the ability to explain complex topics clearly. - Client-focused mindset with the ability to build relationships and trust quickly. - Advanced problem solving and analytical skills. - Collaborative mindset with the ability to lead through influence. Benefits - Medical/dental/vision plans, which start from day one! - Life and accident insurance. - 401(K) and Roth options. - Tax-advantaged accounts (HSA, FSA). - Educational expense reimbursement. - Paid parental leave. - Digital mental health services (Talkspace). - Flexible work hours (availability varies by office and job function). - Training programs. - Gallagher Thrive program – elevating your health through challenges, workshops, and digital fitness programs for your overall wellbeing. - Charitable matching gift program. - And more...

Role Description Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional life seamlessly while advancing your career. - Work-Life Balance: Embrace the freedom to work from home and tailor your schedule to fit your lifestyle, ensuring you have time for what matters most to you. - Supportive Environment: Join a nurturing community that values work-life harmony and provides the support and flexibility you need to thrive in your career. - Mentorship & Growth: Access mentorship opportunities from experienced leaders who are dedicated to helping you succeed, empowering you to grow and excel in your role. Qualifications - Dedication to delivering exceptional customer service experiences. - Strong communication and interpersonal skills. - Ability to lead and inspire teams to achieve outstanding results. - Desire to pursue professional growth and development while maintaining a healthy work-life balance. Benefits - Flexibility to work from home. - Supportive community and work environment. - Mentorship opportunities for professional growth. Company Description Global Elite Empire Consultants is a third-party recruiter, not an insurance agency. 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.

Role Description En recherche d'une activité à temps plein ou temps partagé ? Reconnu(e) pour votre aisance relationnelle et la richesse de votre réseau ? Vous cherchez un métier d'indépendant pour travailler en totale autonomie ? C'est possible avec nous ! Devenir Mandataire d'Assurance, c'est contribuer chaque jour à une mission inspirante : "Agir pour le progrès humain en protégeant ce qui compte" en mettant en contact des personnes de votre réseau avec des experts AXA en fonction de leur besoin. - Identifier les besoins en assurance de vos prospects. - Sensibiliser vos interlocuteurs à l'importance de la protection de leurs proches et de leur patrimoine (accidents de la vie, complémentaire santé, retraite, dépendance, transmission, ...). - Proposer un diagnostic gratuit en mettant en relation un expert AXA. Les plus du métier : - Une formation initiale indemnisée par AXA et des formations continues prises en charge par AXA. - Une rémunération dynamique et récurrente liée au développement et à la fidélisation des clients du portefeuille constitué (avantages financiers avec commission à l'acte, primes nouveaux clients). - Un environnement digital facilitant la relation client. - L'accompagnement d'un expert commercial AXA. Qualifications - Bonne expérience professionnelle. - Excellente aisance relationnelle. - Rayonnement local et capacité à développer un réseau. - Volonté de conquérir de nouveaux clients. - Recherche d'une activité et/ou complément de revenu conciliant vie de famille et vie professionnelle. Benefits - Autonomie tout en étant accompagné(e) et formé(e) par AXA. - Possibilité de cumuler plusieurs activités pour augmenter significativement vos revenus. - Contribuer à une mission porteuse de sens : la protection des personnes, de leurs proches et de leurs biens. - Travailler pour le compte d’un leader mondial de l’Assurance avec une gamme de produits reconnus sur le marché. Company Description Notre raison d’être chez AXA ? Chaque jour, nous agissons ensemble pour le progrès humain en protégeant ce qui compte dans plus de 50 pays. Accompagner près de 95 millions de clients à chaque étape de leur vie, une mission qui donne le sourire et envie de se lever le matin à nos employés et agents (plus de 145 000 dans le monde !) - Richesse de nos singularités et accueil de tous les profils dans leur diversité. - Politique inclusive engagée. - Engagement en tant qu’employeur citoyen et responsable pour des causes sociétales & environnementales. - Politique RH engagée qui favorise la diversité et préserve l’équilibre vie privée-vie professionnelle. - Accélération du développement des compétences et des carrières.

Title: Retail Investment Services Associate Location: Colorado Springs, CO - Building 2 Job Description: At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business.With a career at the firm, you can expect opportunities to create real impact at workand in your community. You’ll enjoy resources to support your career path, as well ascompensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and valuesdifferences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. Role Summary Provides high-quality support to clients with standard service requests on a daily basis. Responsibilities - Serve as the first point of contact for inbound client service requests. Responding to requests for mutual fund transactions, providing account information, and influencing client adoption of digital capabilities - Understand the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients. - Develop and maintain proficient knowledge of T. Rowe Price products and services - Demonstrate a consultative approach to gain a thorough understanding of the client's needs and offer appropriate solutions. - Reviews daily unresolved client inquiries to ensure proper follow-up and closure - Retain and identify opportunities to assist with growing assets under management Qualifications Required: - High school/secondary school or the equivalent combination of education and relevant experience AND - 0+ years of total relevant work experience Preferred: - Bachelor's degree or an equivalent combination of education and work experience - Previous experience in a client serving role - Prior experience in a fast-paced contact center environment Training Details - In-office, 5 days - Training schedule is Monday through Friday 8a-5p Local Time - Eight-weeks of instructor led training FINRA Requirements FINRA licenses are not required for this role. Certain promotional opportunities may require FINRA licenses, which would be sponsored at the time of promotion. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home, after the successful completion of a training program. Shift is from 9:30 am - 6pm MT. WHAT TO EXPECT AFTER APPLYING 1. You will receive an email and text message to answer a few questions to verify your eligibility. If you apply for multiple jobs, you will receive separate invitations for each role and will need to respond to each. Estimated Time Commitment: 3-5 minutes 2. If you are eligible, you will be asked to complete an online assessment and record video responses to introductory questions with our vendor partner, HireVue. Take time to read all instructions carefully before responding. Some questions may require you to respond within a set time limit, or with limited retakes. You can use this opportunity to tell us more about your background and interest than we can learn from a resume alone. Estimated Time Commitment: 45 minutes 3. A member of our recruiting team will personally review your responses and follow up if you are selected for an interview. Base Salary Ranges Please review the job posting for the location of this specific opportunity. $50,000 - $50,000 for the location of: Maryland, Colorado, Washington and remote workers $50,000 - $50,000 for the location of: Washington, D.C. $50,000 - $50,000 for the location of: New York, California This job is eligible for overtime pay. Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. This job posting is expected to be available until: 08/5/2026 Commitment to Diversity, Equity, and Inclusion At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. Benefits We value your goals and needs, at work and in life. As an associate, you’ll be supported withresources,benefits, andwork-life balanceso you canthrive in ways that matter to you. Featured employee benefits to enrich your life: - Competitive compensation - Annual bonus eligibility - A generous retirement plan - Hybrid work schedule - Health and wellness benefits, including online therapy - Paid time off for vacation, illness, medical appointments, and volunteering days - Family care resources, including fertility and adoption benefits Learn more about our benefits. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.