23 client manager jobs found in Cincinnati

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary The Client Manager will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client’s employee benefits program supports their financial and organizational goals, and providing renewal management with oversight, guidance, and input from other senior members of the team. This also includes growth on the current book of business, an understanding of the client’s business, and a minimum of 95% retention and client satisfaction rating. Essential Functions Quality, Client Service & Expertise Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines. With oversight, guidance and input from the CE/Producer: Participate in annual...

Description Summary: Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s. Duties & Responsibilities: Manages medium/large and complex portfolios based on client and corporate investment objectives. Works closely with the customer to monitor investment performance and recommend a strategy. Responsible for ongoing customer service and joint sales calls with business development staff. Must keep current on related market trends. May have supervisory responsibility. Performs other duties as assigned. Basic Qualifications:   Bachelors Degree 5 or more years of Investments/Analyst experience   Exempt Status: (Yes   = not eligible for overtime pay) ( No   = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a...

Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties...

The Associate Director works within the Financial, Actuarial and Analytics (FAA) team and closely with the Pharmacy Practice within Health and Benefits. As a Pharmacy Associate Director you will contribute to a wide variety of complex projects involving design, financing and ongoing management of pharmacy benefit programs.  This role that provides excellent opportunities to grow your pharmacy and broader health and benefits financial acumen and client management skills by working on cutting edge projects alongside leaders in the industry.    The Role As a  Pricing Associate Director specializing in pharmacy, you will work beside some of the industry’s top consultants, drawing on your experience while you continue to progress toward becoming a thought leader of the future. Your client assignments will draw on your imagination and creativity as well as your ability to analyze data, draw conclusions and present results. These experiences will build on your existing...

Description Summary: The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties...

The Associate Director works within the Financial, Actuarial and Analytics (FAA) team and closely with the Pharmacy Practice within Health and Benefits. As a Pharmacy Associate Director you will contribute to a wide variety of complex projects involving design, financing and ongoing management of pharmacy benefit programs.  This role that provides excellent opportunities to grow your pharmacy and broader health and benefits financial acumen and client management skills by working on cutting edge projects alongside leaders in the industry.    The Role As a  Pricing Associate Director specializing in pharmacy, you will work beside some of the industry’s top consultants, drawing on your experience while you continue to progress toward becoming a thought leader of the future. Your client assignments will draw on your imagination and creativity as well as your ability to analyze data, draw conclusions and present results. These experiences will build on your existing...

About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Territory Manager (PTM), you will report to the Payroll Division Manager (PDM).  Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Auris products and services, and...

Description Summary : Provides analytical, portfolio management, underwriting and compliance management support within the Structured Working Capital Finance team of Global Advisory Duties and Responsibilities: Responsible for underwriting quality, portfolio administration, and credit quality of assigned portfolio working directly with the Team Leader, Commercial Relationship Management, and Regional Credit Officer. Present timely and complete underwriting analysis that demonstrates a clear understanding of the borrower, industry, requested structure, transaction rationale, risks and mitigants. Manages delinquencies, portfolio reviews, specialized reporting, soft exposure annual reviews, criticized loans, etc. Support the credit underwriting, administration, and expansion of credit relationships (Trade, Insured, and SCF) for the department- including the administration of funding requests. Ability to...

POSITION SUMMARY: Are you a creative and detail-oriented individual who strives for excellence?  Will you thrive in a dynamic environment that requires organization, strong communication skills and the ability to manage multiple projects simultaneously?  If the answer is yes, we have the perfect opportunity for you.  Our Client Specialist position a great starting point within our benefits consulting team, where you will be responsible for client relationship management, with opportunities for career growth, development and mentorship.  No previous insurance experience is required, and we will provide on the job training and career coaching for all new associates. HUB offers a competitive compensation package, a comprehensive benefits package and the opportunity to get involved in many of our Corporate & Social Responsibility initiatives.  ABOUT HUB INTERNATIONAL: HUB International is a leading full-service global insurance broker and financial services firm...

The Small Group Benefit Coordinator assists in all aspects of day-to-day client management as directed by members of the team.  The Benefit Coordinator supports client teams in developing benefit strategies and meeting client goals and objectives and in selecting programs that best meet the client’s needs and financial requirements. The essential functions include data analysis, drafting client reports, RFP development, marketing analysis and vendor implementation. The qualified candidate must have the ability to learn the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans. Your Impact Benefit Coordinator does not directly manage any clients Under moderate supervision, collects, analyzes, and prepares information to facilitate requirements of client requests and/or support the activities of client team; outgoing client deliverables accurate and peer reviewed Fully support the Team...

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. Great American Financial Institution Services specializes in providing risk management and product enhancement programs to vehicle lenders and lessors, commercial equipment lenders, auto dealers and mortgage lenders throughout the U.S. and Canada. Target clients include commercial...

The HRIS Manager serves as CorVel’s functional and strategic lead for Human Resources Information Systems. This is an excellent opportunity for a highly skilled HRIS, Payroll, or Data Analytics professional who is ready to step into their first formal people‑leadership role. The HRIS Manager will oversee system operations, reporting, data quality, and lead and mentor a small HRIS team. Position will be the primary point of contact for external UKG resources; taking ownership of ongoing project management. This role partners closely with internal HR leadership, Payroll, InfoSec, and IT to maintain a strong control environment, support audits, and continuously improve HR systems in alignment with CorVel’s business needs. This is a remote position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: System Administration & Optimization Serve as the primary owner and administrator of CorVel’s HRIS environment, ensuring stability, accuracy, and efficiency. Configure,...

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. Great American’s Financial Institution Services Division specializes in providing risk management and product enhancement programs to vehicle lenders and lessors, commercial equipment lenders, auto dealers and mortgage lenders throughout the U.S. and Canada. Target clients include...

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. Great American’s Financial Institution Services Division specializes in providing risk management and product enhancement programs to vehicle lenders and lessors, commercial equipment lenders, auto dealers and mortgage lenders throughout the U.S. and Canada. Target clients include...

Description Description This is an exciting opportunity to join the Educational underwriting Public Entity Team. We are the largest insurers of educational k-12 accounts in the country. We have been writing in this space for over 50 years. We write an all lines solution for educational risks. We have a very wide appetite in this space which gives us a chance to work on a wide array of accounts.  Underwrites policies within underwriting authority, with limited guidance from leadership as needed. Makes decisions on whether to underwrite business by making analytical, data-driven decisions based on data and information provided, including pricing the risk. In parts of North America more likely to underwrite complex/unusual policies - or those of high individual line size - policies assessed will include those of some complexity.   Responsibilities Manages portfolio of brokers/agents and clients. Leverages market presence and knowledge to develop and...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Workers Compensation Claims Representative | CO, UT, WY Jurisdictions | Dedicated Client Are you looking for an opportunity to join a global industry leader where you can bring your big ideas to help solve problems for some of the world’s best brands?  Apply your knowledge and experience to adjudicate complex customer claims in the context of an energetic culture.  Deliver innovative customer-facing solutions to clients who represent virtually every industry and...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Workers Compensation Claims Representative | CO, UT & WY Jurisdictions | Dedicated Client Are you looking for an opportunity to join a global industry leader where you can bring your big ideas to help solve problems for some of the world’s best brands?  Apply your knowledge and experience to adjudicate complex customer claims in the context of an energetic culture.  Deliver innovative customer-facing solutions to clients who represent virtually every industry and...

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. Great American Financial Institution Services Division (FIS) specializes in providing risk management, fee income and product enhancement programs to vehicle lenders and lessors, commercial equipment lenders and mortgage lenders throughout the U.S. and Canada. Target clients include...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. JOB PURPOSE Responsible to generate sales opportunities with new clients in a defined market; coordinates personal sales efforts with department team members and other internal staff.  Also collaborates with the team to cross-sell products and services; develops and implements a personal sales plan with direct accountability for annual production goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Establishes a sales development plan to originate business with new clients; builds and maintains a book of business and incrementally grows the book at plan each year.  Capitalizes on opportunities to cross-sell multiple lines of coverage to existing clients; collaborates with department peers and service staff managing the company's various practices to maximize the sale of services...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. JOB PURPOSE Responsible to generate sales opportunities with new clients in a defined market; coordinates personal sales efforts with department team members and other internal staff.  Also collaborates with the team to cross-sell products and services; develops and implements a personal sales plan with direct accountability for annual production goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Establishes a sales development plan to originate business with new clients; builds and maintains a book of business and incrementally grows the book at plan each year.  Capitalizes on opportunities to cross-sell multiple lines of coverage to existing clients; collaborates with department peers and service staff managing the company's various practices to maximize the sale of services...