25 client success manager jobs found in Charlotte

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Senior Account Manager, Small Business Unit serves as the primary business contact for small commercial accounts, and acts as the project manager by clearly communicating and collaboratively guiding the account team to execute customer specific initiatives that deliver unique value through the execution of client-specific business plans and service timelines.  This includes developing programs and initiatives that support the client's overall portfolio.  The person in this...

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is the one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FOR The Account Manager manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans.  The Account Manager remains knowledgeable of advances in the insurance business as well as stays abreast of the types of insurance products available.  A GLIMPSE INTO YOUR DAY Serves as the main point of contact for the clients, addressing...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Account Manager, Small Business Unit manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans.  The Account Manager remains knowledgeable of advances in the insurance business as well as stays abreast of the types of insurance products available.  A GLIMPSE INTO YOUR DAY Serves as the main point of contact for the clients,...

Job Description Are you looking for your next opportunity? Sompo has a unique opportunity for a Underwriting Rating Analyst in our North America Insurance Operations team. Sompo offers comprehensive multi-line insurance capabilities, serving middle market and large accounts domiciled in the U.S. We work through a dedicated network of brokers who share our commitment to building long-term partnerships and delivering exceptional service. The Underwriting Rating Analyst will perform rating functions for multiple lines of admitted and non-admitted business and support the continued success of the North America Insurance Operations team. Location : This position will be based out of our Charlotte, NC office . We strive for collaboration which is why we offer a work environment where our employees thrive and develop long lasting careers. Our business, your impact, our opportunity : What you’ll be doing: Collect account-specific and policy-related...

Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden. We are seeking a Direct Bill Manager   in Charlotte, NC with a hybrid work schedule.      ROLE SUMMARY    The  Direct Bill Manager  oversees Direct Bill operations for Health & Benefits and Private Client portfolios at  Howden Specialty LLC , ensuring the timely collection,...

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   This is a relationship driven sales role with long-term income potential through commission.  We know building a client base takes time, which is why we offer ramp-up earnings support during your first months as you grow your pipeline and book of business  $5,000 New Agent Ramp-up Incentive   This supports your transition by providing additional income as you develop your pipeline and build a strong foundation for long-term success  If you enjoy helping people, building relationships, and earning more through performance, we’ll provide the training, tools, and support to help you succeed  Success in this role comes from:  Consistent outreach   Proactive engagement with prospective clients  Strong follow-up  Community networking  Building trust with clients  Location Details:    13540 Steele Croft Parkway Charlotte, NC 28278 (This position is On-site)...

Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden. What is the role?      We are seeking an Accounts Receivable Specialist in Charlotte, NC with a hybrid work schedule.     ROLE SUMMARY    The Accounts Receivable Specialist will provide day-to-day accounts receivable processing and support, including cashiering and cash...

Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden. What is the role?        We are seeking an Accounts Payable Specialist in Charlotte, NC with a hybrid work schedule.      ROLE SUMMARY    The Accounts Payable Specialist will provide day-to-day accounts payable processing and support for designated business units within...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Underwriting Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...

Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden. As a Producer at Howden US, you’ll be part of a dynamic team serving clients across diverse industries and geographies. This role blends relationship building, risk advocacy, and entrepreneurial drive. No two days are the same, but you can expect to: Build and execute a personal sales plan to...

Who we are American International Group, Inc. (AIG) is a leading global insurance organization. AIG member companies provide a wide range of property casualty insurance in approximately 70 countries and jurisdictions. These diverse offerings include products and services that help businesses and individuals protect their assets and manage risks. We’re also committed to making a positive difference for our colleagues and in the communities where we work and live. We encourage colleagues to give back to the causes they care most about, supporting these efforts through our Volunteer Time Off and Matching Grants Programs. Get to know the business At AIG, technology is at the heart of everything we do, from underwriting risks to processing claims. The Information Technology team equips our colleagues with the latest tools to complete their work efficiently and with the highest standards of excellence. The team is responsible for shielding the company’s systems from security...

Position Title Senior Relationship Manager - Diversified Industries Corporate Banking Location Charlotte, NC 28202 Job Summary Are you a driven relationship builder with a passion for corporate banking? Join our growing team and take your career to the next level! We are expanding our Corporate Banking team and are seeking a dynamic and experienced Senior Relationship Manager to join us in Charlotte, NC, or another mutually agreeable location. This is an exciting opportunity to be part of a high-performing, collaborative team that is experiencing significant growth and making a meaningful impact in the market. As we continue to build out our platform and deepen our presence across key markets, we are looking for a seasoned professional who thrives in a fast-paced environment, brings an entrepreneurial spirit, and has a proven track record of cultivating and growing complex corporate banking relationships. If you are energized by the opportunity to originate deals, lead...

Position Title Senior Credit Products Specialist - TMC & Entertainment Location Charlotte, NC 28202 Job Summary The Senior Credit Products Specialist - TMC & Entertainment is a strategic advisor responsible for structuring, negotiating, and managing highly complex commercial credit relationships. This role influences credit strategy by providing deep market insights, proactive risk identification, and innovative deal structuring solutions. With extensive experience in credit analysis and portfolio management, this position ensures long-term portfolio health while supporting the bank’s growth objectives. Additionally, this role serves as a mentor and thought leader, developing junior credit professionals and shaping best practices in underwriting and risk management. Job Responsibilities: JOB RESPONSIBILITIES Complex Credit Structuring & Underwriting : Lead the structuring, analysis, and approval of highly complex credit transactions, ensuring risk...

With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. Position Summary: The Senior Underwriter will develop and maintain strong relationships with brokers and serve as a specialized technical expert for Middle Market P&C Accounts. This will be a hybrid position in Charlotte, NC with a minimum of 20% travel for broker/production needs. Responsibilities and Accountabilities: Manage assigned broker portfolio of accounts to achieve efficient returns of profitability and growth. Underwrite new and renewal accounts to meet top and bottom line targets. Ensure placing and binding of FAC Reinsurance prior to policy inception. Proactively develop relationships with brokers and agents assigned within the territory to either...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Brokerage Consultant is responsible for driving sales of life and/or annuity insurance products through wholesale distribution channels, including independent brokers, financial advisors, and agencies. This role combines product expertise, relationship management, and strategic sales initiatives to grow market share, achieve revenue targets, and support the success of wholesale partners. A GLIMPSE INTO YOUR DAY Identifies and cultivates relationships with wholesale...

Description Sponsor and Leveraged Finance – Portfolio Management Associate Description Summary: The Sponsor and Leveraged Finance Portfolio Management Associate supports the Credit Products team and ongoing portfolio management and underwriting activities.  In this role, the associate will build upon the foundation set as an Analyst in areas such as cash flow analysis and modeling, capitalization, industry research, credit policy and legal documentation, among others, in analyzing and summarizing the creditworthiness of clients and prospects.  The Associate will also frequently collaborate with internal partners including Relationship Management, Credit Administration, Capital Markets, and other product partners in creating such analysis.  Duties & Responsibilities: Manage a portfolio of commercial loans and customers in partnership with the assigned relationship manager, Group Leader, PM Team Leader,...

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Load Balancer Solutions Architect to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Information Technology At AIG, technology is at the heart of everything we do, from underwriting risks to processing claims. The Information Technology team equips our colleagues with the latest tools to complete their work efficiently and with the highest standards of excellence. The team is responsible for shielding the company’s systems from security risks, while designing technology strategies that enable AIG’s businesses to achieve their goals. AIG’s Information Technology functions include enterprise architecture, software and systems engineering, cybersecurity, and technology risk and compliance. Get to know the business At AIG, technology is at the heart of everything we do, from underwriting risks to...

Audit Manager Join us an Internal Audit Manager to take your career to the next level with a global market leader. Make your mark in Internal Audit Our Internal Audit team protects AIG through assurance work and partners with stakeholders to provide objective advice and insight. The team brings a systematic, disciplined approach to evaluate and improve the effectiveness of AIG’s control environment, including risk management, operational, internal control, and governance processes. In addition, it proactively engages with stakeholders by tracking change initiatives and providing valuable advice and insights that help move progress forward. How you will make an impact As an Audit Manager, you will be part of IAG’s Internal Audit team in the New York City or Charlotte office. You will have an exciting opportunity to learn about AIG’s products and services and enhance your knowledge and skillsets as you participate in audit projects across General Insurance.  You...