6 director client relationship jobs found in Fresno, CA

WHAT WE’RE LOOKING FOR The Account Coordinator is responsible for ensuring the accuracy, timeliness, and execution of all policy documents, renewals, and day-to-day servicing requests, acting as the primary contact for any administrative tasks related to a client's policies. The Account Coordinator must remain knowledgeable of advances in the insurance business as well as keeping abreast of the types of insurance products available.  A GLIMPSE INTO YOUR DAY Serves as initial point of contact for the client. Monitors client questions, provides recommendations in partnership with the Account Management Team on appropriate coverage changes and/or contractual requirements. Identifies, researches and provides resolution for routine or basic client issues. Maintains client files accurately and consistently, responsible for proper documentation of files and proper communication in accordance with company workflow, procedures, and best practices. Maintains a high degree of...

WHAT WE’RE LOOKING FOR The Account Coordinator is responsible for ensuring the accuracy, timeliness, and execution of all policy documents, renewals, and day-to-day servicing requests, acting as the primary contact for any administrative tasks related to a client's policies. The Account Coordinator must remain knowledgeable of advances in the insurance business as well as keeping abreast of the types of insurance products available.  A GLIMPSE INTO YOUR DAY Serves as initial point of contact for the client. Monitors client questions, provides recommendations in partnership with the Account Management Team on appropriate coverage changes and/or contractual requirements. Identifies, researches and provides resolution for routine or basic client issues. Maintains client files accurately and consistently, responsible for proper documentation of files and proper communication in accordance with company workflow, procedures, and best practices. Maintains a high degree of...

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 Client Service Specialist executes all administrative tasks related to account management and policy servicing. These duties include processing policy endorsements, renewals, cancellations, and maintaining accurate account records.  The Client Service Specialist ensures timely and accurate handling of client requests, policy updates, and back-end service work to support the overall client experience and meet internal compliance standards.   A GLIMPSE INTO YOUR DAY Orders...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Personal Lines Department Manager will manage the Personal Lines department. Asset (Client/Account and Employee) Growth and Retention are two of the most important measurements. Provides mentorship and training to reach highest service levels, competencies in product knowledge, systems and procedures and works with producers (if applicable) and management to maintain synergy with...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Employee Benefits Account Executive manages assigned book of business, develops client relationships and delivers to grow and retain clients. Alongside the Producer, the Account Executive is responsible for the development and implementation of the client’s multi-year strategic plan. The Account Executive ensures HUB’s clients have the support, tools and resources needed to...

Responsibilities Burns & Wilcox is seeking a dynamic, forward-thinking leader to drive strong and sustainable growth in our Fresno region. The Associate Managing Director will lead, develop, and oversee the overall performance of the Fresno office. This position will focus on developing strategies for profitability, growth, and retention of business within the assigned region. The successful candidate will have previous experience as a transformational team leader in the insurance industry.   Responsibilities Effectively lead and manage the employees of the Fresno office, including a team of Underwriter and Broker producers, and support staff Play a key leadership role in the dynamic growth of a highly successful and consistently profitable company Responsible for team and performance management including developing, training, mentoring, and retaining talent in sales and service Attract and retain top talent by...