12 client manager jobs found in Cleveland

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...

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. A Day in The Life Responsible for servicing an assigned book of business which varies based upon client needs, account complexity, and client structure. Serves as the main point of contact for all existing clients, centers of influence and assigned book of business; responds to all service requests inclusive of billing inquires and coverage options. Ensures all client service needs are delivered in a timely and professional manner throughout the year by responding to requests as submitted in accordance to agency standards. Maintains accurate account files, records, and documentation in accordance with the agency standards; confirms in writing all relevant contacts, communication, suggestions, advice, etc., with clients, carriers and other applicable parties and attaches documentation...

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...

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: Responsible for brokering, administering, and managing Owner Controlled Insurance Programs (OCIP) and Contractor Controlled Insurance Programs (CCIP) for an assigned portfolio of construction projects. Provides expert external support to clients while directing internal support resources as needed. Ensures high‑quality service delivery, regulatory compliance, and retention of existing business. A Day in the Life: • Serves as the primary service contact for OCIP/CCIP clients, identifying risk exposures and designing cost‑effective wrap‑up insurance solutions tailored to project needs. • Brokers Owner’s Interest and project‑specific insurance placements, ensuring appropriate coverage structure, pricing, and carrier alignment. • Reviews construction contracts for...

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 : Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties. A Day in The Life : Provides direct administrative support as required for two to three assigned Client Managers; responds to requests for assistance in a timely and collaborative manner. Supports the assigned team in the retention of the existing client base; confers with the team on opportunities to up-sell and/or cross-sell additional Oswald products and services. Serves as a client contact and identifies and assesses customer’s needs quickly and accurately; solves problems systematically, using sound...

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 provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties. ESSENTIAL DUTIES AND RESPONSIBILITIES Provides direct administrative support as required for one to three assigned Client Managers and Practice Leaders; responds to requests for assistance in a timely and collaborative manner. Processes requests for Certificates of Insurance as specified by client or within 24 hours of receipt of request. Ensures client invoices are paid as scheduled; responds to a variety of client billing issues and works closely with the related carrier to resolve billing problems....

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 Field Sales Representative you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other...

Overview As an Intern, you will be introduced to the skills necessary for a successful insurance career at AmTrust North America by working closely with our Internal Audit team. Throughout this internship, you will build a foundational background and robust overview of different lines of business throughout the organization. You will interact with various stakeholders to learn multiple facets of the internal audit process.   This is your chance to check out AmTrust North America as a potential employer. We will provide you with the tools and resources to be successful. Your internship supervisor and professional mentor will be available to ensure you are benefiting from your experience.   Note: This role works 4 days in office and 1 day remote out of our Cleveland, OH office. Responsibilities Assisting with process walkthroughs to identify the key activities, risks, and controls Applying simple risk and...

Overview As an Intern, you will be introduced to the skills necessary for a successful insurance career at AmTrust North America by working closely with our IT Audit Team. Throughout this internship, you will build a foundational background and robust overview of different lines of business throughout the organization. You will interact with various stakeholders to learn multiple facets of the internal audit process.   This is your chance to explore AmTrust North America as a potential employer. We will provide you with the tools and resources to be successful. Your internship supervisor and professional mentor will be available to ensure you are benefiting from your experience.   Note: This role works 4 days in office and 1 day remote out of our Cleveland, OH office. Responsibilities Assisting with process walkthroughs to identify the key activities, risks, and controls Applying simple risk and control concepts...

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...

Overview The Accounts Receivable Representative II plays a key role in supporting accurate and timely accounts receivable operations. This position performs financial, administrative, and clerical work in a fast-paced, high-volume environment while helping ensure quality, efficiency, and strong service for both internal and external customers. In addition to handling day-to-day responsibilities, this role supports process improvements, helps resolve more complex issues, and serves as a resource for less experienced team members. The individual in this position is expected to demonstrate sound judgment, strong organizational skills, and a commitment to AmTrust’s mission, values, and service standards. Responsibilities Responsibilities · Deliver responsive phone and email support to customers, agents, and internal business partners. · Process and balance transactional activity for large or complex client accounts with...

Job Description Duties  ● Drive client engagement by being the single point of contact for the client from post sale through initial payroll processing period before the turnover to the Client Services Team.  ● Develop strong client relationships through care, focus and quality in every step of the client experience.  ● Become an expert in the Auris Payroll System and support new basic clients with varying levels of sophistication.  ● Compare and contrast the previous payroll system to the Auris Payroll System to ensure accurate account build and accurate payroll processing.  ● Assist clients to navigate and learn technical aspects and self-service options.  ● Ability to self-direct as circumstances change and priorities shift without micromanagement to support an entrepreneur-spirited work environment.  ● Maintain working knowledge of all compliance and regulatory procedures to ensure new clients conform with operational goals and procedures. ● Build strong...