25 client relationship 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 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 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,...

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...

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...

Description Summary: The Managing Director -Aerospace and Defense is responsible for building and servicing a sound and profitable portfolio of commercial business relationships and loans, and satisfying and exceeding customer needs and expectations, as well as credit and regulatory requirements, for originating and structuring Commercial loans. Originate, monitor and renew loan relationships consistent with the bank’s policies and procedures. Serves as the point person in determining the customer's needs and meeting them through the seamless delivery of the bank's products, services and associated resources.  Will be assigned a minimum sales goal of $60MM and a minimum portfolio of $40MM in commitments.  Will work on moderately complex deals structures. Duties & Responsibilities: Originate, analyze, structure and close profitable loan transactions. Participate with more senior Relationship Managers on...

Responsibilities Summary: When someone needs insurance coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Burns & Wilcox offers unparalleled resources and exposure for those looking to excel in the specialty insurance industry. We are looking for candidates with an entrepreneurial spirit and drive for career advancement to join our team as a Personal Lines Underwriter. This is an outstanding opportunity to grow a book of business by selecting and writing new business through the cultivation of client relationships.   Build, maintain, and grow a book of business Manage agency relationships and serve as lead client contact Create and execute marketing plan to increase new and renewal business Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as well as new business Develop and submit underwriting referrals to...

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:    11338 North Community House Road Charlotte, NC 28277 (This...

Company Details     With over 35 years of proven expertise in the workers' compensation industry, Key Risk delivers innovative and responsive solutions that provide our clients the freedom to do what they do best. Offering guaranteed cost options to employers nationwide, Key Risk focuses on delivering products and services within specialized verticals to reduce workers' compensation exposures and deliver industry-leading results.   All products and services are distributed through appointed insurance agents and brokers. Key Risk is a member company of W. R. Berkley Corporation, whose insurance company subsidiaries are rated A+ (Superior), Financial Size Category XV by A.M. Best Company and A+ (Strong), by S&P.   For further information about Key Risk please visit  www.KeyRisk.com Responsibilities The PEO Risk Management Specialist provides occupational risk assessment, safety consulting, and risk management...

The Company Willis Towers Watson (NASDAQ: WLTW ) is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 39,000 employees in more than 120 territories. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas, the dynamic formula that drives business performance. Unlock your potential at Willis Towers Watson. The Role As a Managing Director you will make a valuable difference every day to our high-profile clients and prospects by developing leading edge solutions to address their health and benefits and broader benefits issues.  You will lead large, highly visible client engagements as well as develop and manage active...

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...

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...

Join us at Towne Insurance! Your Career. Your Future. Your Towne.  Towne Insurance is hiring a Commercial Lines Account Manager to join our Charlotte team. The Commercial Lines Account Manager is responsible for providing professional service to new and existing clients in a timely and accurate manner. About Us Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education. We hire motivated, self-directed professionals who desire to give back to their communities. About the Role Works closely with risk advisors and other Towne personnel on all aspects of client service, marketing, and renewal. Provides...

Description The Senior Liquidity Specialist is a subject matter expert responsible for executing the Commercial Liquidity Strategy while driving revenue growth, portfolio expansion, and deep client engagement. The role partners closely with Relationship Managers (RMs), Treasury Management Sales Advisors (TMAs), and internal product teams to deliver consultative liquidity solutions for the firm’s largest and most complex commercial clients. As a product‑agnostic advisor on the Commercial Liquidity team, the Senior Liquidity Specialist independently manages a client portfolio, leads liquidity reviews, and contributes to strategic client planning while adhering to all applicable policies, procedures, and risk standards. Duties & Responsibilities: Serve as a client-facing Liquidity subject matter expert for the firm’s largest and most complex commercial clients (e.g., Corporate and Specialty Banking,...

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,...

Join us at Towne Insurance! Your career. Your future. Your Towne. Towne Insurance is hiring a Benefits Consultant to join our Charlotte, NC team. The Benefits Consultant role is a sales-oriented position requiring advanced communication and negotiating skills, a thorough knowledge of group health and life products, and a proven ability to pursue and close sales developed through leads by bank personnel and one's own relationships. About Us Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education. We hire motivated, self-directed professionals who desire to give back to their communities. About the Role...