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Commercial Lines CSA
access_time Posted 14 hours ago
account_balance Gregory & Appel Insurance
location_on Indianapolis
The CSA works directly with the AM and SAM in the handling of new accounts and servicing of existing Commercial Line accounts. Responsibilities * Assist AM or SAM with new and renewal business
Experienced Wealth Management Client Service Associate
access_time Posted 2 months ago
account_balance ARTISTRY WEALTH, LLC
location_on Indianapolis
The Client Service Associate (CSA) provides critical support to the firm and our daily operations. In this role, you will have the opportunity to interface with advisors and other key stakeholders ...
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