Top 66 Claims associate Jobs in Troy, Mi

Client Service Associate
Stonebridge Financial Partners —Troy, MI
- From $65,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Commercial Claims Adjuster Associate - Auto (Hybrid)
Amerisure Insurance —Farmington Hills, MI
- Full-time
- Experience equivalent to degree accepted
- 1 year
- Associate's degree
- Profit sharing
- Health insurance
6d
Associate Quality Specialist
RXO, Inc. —Warren, MI
- Full-time
- Military
- Pass drug screening
- Bachelor's degree
- Paid holidays
- Disability insurance
Prepared Meals and Rotisserie Chicken Associate
Sam's Club —Roseville, MI
- $17 - $25 an hour
- 18 years or older
- High school
- Sales
- Paid jury duty
- Disability insurance
Administrative Associate
Synapses IOM —Novi, MI
- $18 - $30 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- HIPAA
- Health insurance
- Dental insurance
Quick Apply
Associate Quality Engineer
Kautex —Detroit, MI
- Full-time
- English
- Mid-level
Risk Control Associate Specialist, National Property
The Travelers Companies, Inc. —Troy, MI
- $85,600 - $141,200 a year
- Hybrid work
- Engineering
- Research
- Mid-level
- Wellness program
- Paid holidays
12d
Freezer, Cooler and Deli Stocker Associate
Sam's Club —Southfield, MI
- $17 - $25 an hour
- 18 years or older
- High school
- Sales
- Paid jury duty
- Disability insurance
Account Associate - State Farm Agent Team Member
Thomas Hill - State Farm Agent —Roseville, MI
- $60,000 - $75,000 a year
- Full-time
- Sales
- Office
- Organizational skills
- Paid time off
- Opportunities for advancement
Quick Apply
(USA) Backroom Associate - Sam's Club
Sam's Club —Southfield, MI
- $17 - $25 an hour
- 18 years or older
- High school
- Merchandising
- Paid jury duty
- Disability insurance
Account Associate - State Farm Agent Team Member
Joe Fagan - State Farm Agent —Waterford, MI
- $50,000 - $70,000 a year
- Full-time
- Sales
- Office
- Organizational skills
- Paid time off
- Opportunities for advancement
Quick Apply
Account Associate - State Farm Agent Team Member
Jasmine Ross - State Farm Agent —Livonia, MI
- $50,000 - $75,000 a year
- Full-time
- Sales
- Office
- Organizational skills
- Profit sharing
- Paid training
Quick Apply
Account Associate - State Farm Agent Team Member
Amanda Ross - State Farm Agent —Plymouth, MI
- $55,000 - $75,000 a year
- Full-time
- Sales
- Office
- Organizational skills
- Health insurance
- Paid time off
Quick Apply
13d
Account Associate - State Farm Agent Team Member
Alisha Alef - State Farm Agent —Utica, MI
- $45,000 - $65,000 a year
- Full-time
- Sales
- Office
- Organizational skills
- Paid time off
- Opportunities for advancement
Quick Apply
Associate Account Manager - NHL Team Sports
BDA —Troy, MI
- $68,000 - $72,500 a year
- Hybrid work
- 18 years or older
- Microsoft Excel
- Microsoft Outlook
- AD&D insurance
- Paid holidays
Quick Apply
Account Associate - State Farm Agent Team Member
Nick Daoud - State Farm Agent —Sterling Heights, MI
- Full-time
- Office
- Entry level
- Paid time off
- Opportunities for advancement
Quick Apply
Account Associate - State Farm Agent Team Member
Malinda Mims - State Farm Agent —Novi, MI
- $60,000 - $85,000 a year
- Full-time
- Office
- Organizational skills
- Communication skills
- Profit sharing
- Health insurance
Quick Apply
2d
Account Associate - State Farm Agent Team Member
Cameron Barnes - State Farm Agent —Royal Oak, MI
- $60,000 - $85,000 a year
- Full-time
- Sales
- Office
- Organizational skills
- Paid holidays
- Health insurance
Quick Apply
14d
Employment Litigation Associate
Jackson Lewis —Detroit, MI
- Full-time
- Hybrid work
- Mid-level
- Communication skills
- Time management
Associate Attorney
AAA The Auto Club Group —Troy, MI
- $95,000 - $115,000 a year
- Full-time
- Pass drug screening
- Mid-level
- Office
- Paid holidays
- Health insurance

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claims associate jobs near troy, mi

Client Service Associate

Stonebridge Financial Partners
Troy, MI

Quick Apply

Job Details

Full-time
From $65,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Professional development assistance
Life insurance

Qualifications

Customer communication
Investment management
Multitasking
Bachelor's degree
Attention to detail
Client services
Organizational skills
Appointment scheduling
Time management
Interpersonal communication

Full Job Description

Job Summary

· The Client Service Associate plays a crucial role in delivering an exceptional client experience and supporting the firm’s daily back-office operations. This position involves supporting the firm’s advisors, preparing for client meetings, maintaining financial and investment data, and ensuring timely follow-up with clients. In addition, this role is responsible for maintaining operational efficiency, handling administrative and compliance-related tasks, and ensuring all documentation and regulatory requirements are met accurately and on time.

Responsibilities & Activities

Client Service & Communication Support

· Support the planning department in preparing for client meetings

· Draft meeting notes and follow-up letters

· Schedule and manage the client review calendar to ensure timely and efficient reviews

· Coordinate delivery of tax documents and assist with client onboarding

· Address basic client questions under guidance of the Wealth Advisor (WA)

· Assist clients with access to and navigation of online portals and financial technology

· First point of contact for client communication

Data Management & CRM Oversight

· Ensure client information is up to date and accurate in the firm’s CRM system

· Track and communicate turnaround times and status of operational requests to both the WA and clients

Operations Support

· Prepare and process new account applications and account maintenance documents with accuracy and attention to detail.

· Handle check deposits and maintain proper documentation for compliance tracking.

· Serve as backup for Office Administrator tasks, including answering phones, sorting mail, and greeting clients.

· Coordinate and mail client documents and correspondence in a timely manner.

· Establish and maintain client files in compliance with regulatory and internal standards.

· Facilitate estate related changes (eg: Client Death Claims).

· Prepare and submit Financial Planning Agreements as part of client onboarding and servicing.

· Adhere to firm defined service and turnaround benchmarks.

· Perform other duties and special projects as assigned by management.

Knowledge, Skills & Experience

· Minimum 3 years related experience with an investment management/advisory firm/client service role

· Strong verbal and written communication skills with a confident ability to engage with clients and prospective clients

· Detail oriented with excellent organizational and time management skills

· Ability to multi-task in a smaller team environment

· Demonstrated exceptional client service skills

Helpful but not required

· Experience with CRM Software (e.g. Wealthbox)

· Experience with Schwab & Fidelity

· Bachelor’s degree in a finance related field from an accredited institution

Pay: From $65,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Professional development assistance
Vision insurance

Education:

Bachelor's (Preferred)

Experience:

Investment management: 3 years (Required)

Ability to Commute:

Troy, MI 48098 (Required)

Work Location: In person

Quick Apply

Refine Your Search

claims associate jobs in troy, mi

Client Service Associate

Commercial Claims Adjuster Associate - Auto (Hybrid)

Associate Quality Specialist

Prepared Meals and Rotisserie Chicken Associate

Administrative Associate

Associate Quality Engineer

Risk Control Associate Specialist, National Property

Freezer, Cooler and Deli Stocker Associate

Account Associate - State Farm Agent Team Member

(USA) Backroom Associate - Sam's Club

Account Associate - State Farm Agent Team Member

Account Associate - State Farm Agent Team Member

Account Associate - State Farm Agent Team Member

Account Associate - State Farm Agent Team Member

Associate Account Manager - NHL Team Sports

Account Associate - State Farm Agent Team Member

Account Associate - State Farm Agent Team Member

Account Associate - State Farm Agent Team Member

Employment Litigation Associate

Associate Attorney

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