POSITION SUMMARY Oversees the Everence Asset Management (EAM) product lines and Administration Team ... Establish an environment that encourages innovation and creativity to enhance client services.
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Everence Services
19 jobs near Columbus, OH
POSITION SUMMARY Oversees the Everence Asset Management (EAM) product lines and Administration Team ... Establish an environment that encourages innovation and creativity to enhance client services.
Maintain a strong knowledge of Everence products. * Generate new business and sales of products ... Acquire and maintain a working knowledge of all Everence-offered products and services.
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Maintain a strong knowledge of Everence products. * Generate new business and sales of products ... Acquire and maintain a working knowledge of all Everence-offered products and services.
Maintain a strong knowledge of Everence products. * Generate new business and sales of products ... Retirement Services QUALIFICATIONS * High attention to detail and organization. Excellent ...
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Maintain a strong knowledge of Everence products. * Generate new business and sales of products ... Retirement Services QUALIFICATIONS * High attention to detail and organization. Excellent ...
Client Services Representative
Ephrata, PA · On-site
$15.75 - $21.50/hr
POSITION SUMMARY Serves the local Everence office as the primary contact for visitors and callers ... Provides excellent customer service to prospects, clients, and staff. This role involves working ...
Client Services Representative
Ephrata, PA · On-site
$15.75 - $21.50/hr
POSITION SUMMARY Serves the local Everence office as the primary contact for visitors and callers ... Provides excellent customer service to prospects, clients, and staff. This role involves working ...
Marketing Manager
Goshen, IN · On-site
POSITION SUMMARY Responsible for developing and executing marketing strategies for Everence regional offices and other Everence products and services, to strategic audiences. Utilizes multi-channel ...
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Marketing Manager
Goshen, IN · On-site
POSITION SUMMARY Responsible for developing and executing marketing strategies for Everence regional offices and other Everence products and services, to strategic audiences. Utilizes multi-channel ...
Client Services Representative
Goshen, IN · On-site
$14.25 - $19.25/hr
Become proficient in using the Everence client database system (CRM) to effectively manage ongoing ... Prepare applications and service request forms using an automated forms system (LaserApp, DocuPace)
Client Services Representative
Goshen, IN · On-site
$14.25 - $19.25/hr
Become proficient in using the Everence client database system (CRM) to effectively manage ongoing ... Prepare applications and service request forms using an automated forms system (LaserApp, DocuPace)
Maintain a strong knowledge of Everence products. * Generate new business and sales of products ... Acquire and maintain a working knowledge of all Everence-offered products and services.
Quick apply
Maintain a strong knowledge of Everence products. * Generate new business and sales of products ... Acquire and maintain a working knowledge of all Everence-offered products and services.
Maintain a strong knowledge of Everence products. * Generate new business and sales of products ... Acquire and maintain a working knowledge of all Everence-offered products and services.
Quick apply
Maintain a strong knowledge of Everence products. * Generate new business and sales of products ... Acquire and maintain a working knowledge of all Everence-offered products and services.
This position serves our National Market specializing in Organizational Services. RESPONSIBILITIES ... Maintain a strong knowledge of Everence products. * Generate new business and sales of products ...
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This position serves our National Market specializing in Organizational Services. RESPONSIBILITIES ... Maintain a strong knowledge of Everence products. * Generate new business and sales of products ...
Client Services Representative
North Newton, KS · On-site
$14 - $19.25/hr
Become proficient in using the Everence client database system (CRM) to effectively manage ongoing ... Prepare applications and service request forms using an automated forms system (LaserApp, DocuPace)
Quick apply
Client Services Representative
North Newton, KS · On-site
$14 - $19.25/hr
Become proficient in using the Everence client database system (CRM) to effectively manage ongoing ... Prepare applications and service request forms using an automated forms system (LaserApp, DocuPace)
Client Services Representative
Goshen, IN · On-site
$14.25 - $19.50/hr
Become proficient in using the Everence client database system (CRM) to effectively manage ongoing ... Prepare applications and service request forms using an automated forms system (LaserApp, DocuPace)
Quick apply
Client Services Representative
Goshen, IN · On-site
$14.25 - $19.50/hr
Become proficient in using the Everence client database system (CRM) to effectively manage ongoing ... Prepare applications and service request forms using an automated forms system (LaserApp, DocuPace)
Client Services Representative
Denver, CO · On-site
$16.50 - $22.50/hr
Become proficient in using the Everence client database system (CRM) to effectively manage ongoing ... Prepare applications and service request forms using an automated forms system (LaserApp, DocuPace)
Quick apply
Client Services Representative
Denver, CO · On-site
$16.50 - $22.50/hr
Become proficient in using the Everence client database system (CRM) to effectively manage ongoing ... Prepare applications and service request forms using an automated forms system (LaserApp, DocuPace)
Vice President of Lending
Lancaster, PA · On-site
Oversees collections and loan servicing functions. RESPONSIBILITIES AND DUTIES * Develop and implement effective lending strategies, policies, products, and procedures across all Everence entities.
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Vice President of Lending
Lancaster, PA · On-site
Oversees collections and loan servicing functions. RESPONSIBILITIES AND DUTIES * Develop and implement effective lending strategies, policies, products, and procedures across all Everence entities.
Client Services Representative
Ephrata, PA · On-site
$15.75 - $21.50/hr
POSITION SUMMARY Serves the local Everence office as the primary contact for visitors and callers ... Provides excellent customer service to prospects, clients, and staff. This role involves working ...
Quick apply
Client Services Representative
Ephrata, PA · On-site
$15.75 - $21.50/hr
POSITION SUMMARY Serves the local Everence office as the primary contact for visitors and callers ... Provides excellent customer service to prospects, clients, and staff. This role involves working ...
PA · On-site
$120 - $180/hr
Oversees collections and loan servicing functions. RESPONSIBILITIES AND DUTIES * Develop and implement effective lending strategies, policies, products, and procedures across all Everence entities.
PA · On-site
$120 - $180/hr
Oversees collections and loan servicing functions. RESPONSIBILITIES AND DUTIES * Develop and implement effective lending strategies, policies, products, and procedures across all Everence entities.
Trust & Investment Administrator
Goshen, IN · On-site
$16 - $22/hr
POSITION SUMMARY Serve as an administrator on the Servicing Team and New Account Team for Everence Asset Management (EAM) to include investment and charitable products. RESPONSIBILITIES AND DUTIES
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Trust & Investment Administrator
Goshen, IN · On-site
$16 - $22/hr
POSITION SUMMARY Serve as an administrator on the Servicing Team and New Account Team for Everence Asset Management (EAM) to include investment and charitable products. RESPONSIBILITIES AND DUTIES
Medicare Part D Specialist
Goshen, IN · On-site
POSITION SUMMARY Review and assist Everence Medicare Supplement members with Medicare Part D ... Strong service orientation * Accuracy and attention to detail * Excellent overall verbal and ...
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Medicare Part D Specialist
Goshen, IN · On-site
POSITION SUMMARY Review and assist Everence Medicare Supplement members with Medicare Part D ... Strong service orientation * Accuracy and attention to detail * Excellent overall verbal and ...
Branch Manager
Goshen, IN · On-site
Communicate with members to recognize cross-selling opportunities, including education and referral of Everence products and services that meet our member's needs. * Oversee the onboarding of new and ...
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Branch Manager
Goshen, IN · On-site
Communicate with members to recognize cross-selling opportunities, including education and referral of Everence products and services that meet our member's needs. * Oversee the onboarding of new and ...
Assistant Portfolio Manager
Goshen, IN · On-site
This person should have a passion for investing and a strong desire to make investments that reflect the Everence values and have a positive impact on the world. Provides meaningful exposure across ...
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Assistant Portfolio Manager
Goshen, IN · On-site
This person should have a passion for investing and a strong desire to make investments that reflect the Everence values and have a positive impact on the world. Provides meaningful exposure across ...
Full-time
Re-posted 20 days ago
Job description
POSITION SUMMARY
Oversees the Everence Asset Management (EAM) product lines and Administration Team, including supervision of staff members with a range of skills and responsibilities in operations and related technologies, administration, and product development.
RESPONSIBILITIES AND DUTIES
- Organize and oversee the EAM Administrative Team with the responsibility to produce outstanding internal and external customer experiences and service.
- Foster a culture supportive of our distribution system and continually enhance EAM platform usability for clients and for sales and support teams.
- Partner with Everence staff across the organization to provide continuous improvement of EAM product offerings, technology, and service.
- Establish an environment that encourages innovation and creativity to enhance client services.
- Oversee policies, procedures, systems, and fiscal management.
- Responsibility for budget activities related to Everence Trust Company (ETCO) and Everence Foundation (EF).
- Partner with the Compliance Officer and auditors to ensure compliance with policies, applicable laws, and regulations.
- Collaborate with the lead EAM investment officer and other members of Everence’s investment team to provide continuous improvement of EAM investment offerings and to oversee implementation of investment strategies in client portfolios.
- Provide leadership of risk management for EAM lines of business.
- Partner with Accounting to produce financial reporting for applicable entity boards (ETCO and EF).
- Represent Everence professionally in internal and external settings, specifically including sales and support staff, as well as individual and organizational clients.
QUALIFICATIONS
Education:
A relevant business degree is required, with an advanced degree or certification such as an MBA, CPA, or other related designation preferred
License(s)
Advanced certifications and/or licenses in the financial services industry are strongly preferred
Experience:
Six to ten years of experience in financial or investment services or a professional role such as an investment advisor, attorney, CPA, or similar field
Skills and Abilities:
- Success in building high-performing teams.
- Success supervising professional staff and creating an atmosphere of cooperation, support, and high productivity
- Successful involvement in closing client business or supervising others who are closing business, showing the ability to grow business while keeping compliance with policies, procedures, laws, and regulations
- Developing and supporting productive relationships with internal and external colleagues and partners
SUPERVISORY RESPONSIBILITIES: Yes
SCHEDULE: Full-time