18 client manager jobs found in Irvine

The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a n Associate Client Manager. This role would be assisting with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401k) with a focus on client satisfaction and retention. PRIMARY RESPONSIBILTIES: Generate and coordinate client and prospective deliverables, with an emphasis on accuracy and meeting stringent deadlines Update and generate weekly reports utilizing the CRM and MS Office Maintain/update CRM and Department tracking sheets on a real time basis Data gathering for surveys Offer additional support in facilitating...

The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a Client Manager. This role would be assisting with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401k) with a focus on client satisfaction and retention. PRIMARY RESPONSIBILITIES: Provide advice and support to plan fiduciaries via committee meetings in the areas of investment selection, plan provisions, and strategic recommendations to improve the plan. Respond promptly to client inquiries and troubleshoot in conjunction with the Provider, TPA, DCIO, or other subject matter experts     Conduct participant education...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Client Manager, Employee Benefits services the employee benefit needs of our clients in a prompt and efficient manner. The Client Manager, Employee Benefits prepares all client presentations, including claim reports and renewal details, as well as preparing client...

*Please Note: This is a hybrid opportunity for our Southern California EB Team and will require up to 3 days/week in our Irvine or other office location. The Small Group Account Manager is responsible for managing an assigned book of business while developing long-term relationships with clients. This position will also be responsible to respond to the day-to-day client inquiries and any needed client analytics. The Account Manager will interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. The Account Manager performs these essential functions of the position while meeting RSC quality and service standards. The Account Manager has a smaller book of business with less complex clients and assists the Team Leader on their clients. The Account Manager is responsible for revenue growth – client expansion – on their personal book of business. The qualified candidate must have strong knowledge across the...

The Senior Corporate Paralegal is responsible for supporting the Legal Department in the preparation, review, and management of customer-facing and corporate agreements. This role partners closely with internal business stakeholders to facilitate efficient contract execution, ensure compliance with applicable laws and company policies, and support the organization’s commercial operations under the direction of the VP of Legal Services. This is a hybrid or remote role in the Irvine, CA or Downers Grove, IL office.    ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Prepare, review, and negotiate a high volume of customer contracts, including master service agreements, amendments, and related commercial documents Draft, review, and manage non-disclosure agreements (NDAs), letters of intent (LOIs), and other preliminary business arrangements Partner with internal departments to support contract lifecycle management and ensure alignment with business objectives Coordinate...

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 Risk Control 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,...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Supports Broker with all job functions to learn the industry, business and job responsibilities necessary for future growth as a Broker. Markets, identifies, solicits, and arranges appropriate insurance coverage for clients by utilizing accessible markets. Serves as in intermediary between the Agent and the Insurance Company. Drives new business to assist Broker in meeting or exceeding production...

The Baldwin Group, a nationwide Registered Investment Advisor, is seeking an Advisor to join our Financial Services team. As a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin’s integrated advice platform. You’ll collaborate across practice groups to protect assets, optimize incomes, and help clients achieve long-term financial outcomes. PRIMARY RESPONSIBILITIES: ​ Support senior wealth advisors with day-to-day service for individual and household clients, including preparation of meeting materials, financial planning reports, and follow-up documentation.  Assist in developing comprehensive financial plans focused on goals such as wealth accumulation, retirement readiness, education funding, risk management, tax-aware strategies, and estate considerations.  Help with portfolio construction and monitoring, including gathering data, updating performance and...

We have an exciting opportunity for a Data Scientist within our data product space. This individual will be focused on designing, building, and deploying machine learning models and data products that support our enterprise initiatives. This role focuses on developing scalable, production ready solutions by translating complex business problems into data-driven approaches and model-based outputs. Working closely with product managers, engineering teams, and business stakeholders, this position contributes to the development of data products from concept through deployment, ensuring solutions are reliable, performant, and aligned with real world use cases. The role includes hands on model development, feature engineering, and integration into production systems within cloud environments. The ideal candidate has experience building and operationalizing machine learning models and is comfortable working with modern AI techniques, including large language models (LLMs) and...

We are seeking an experienced Price Analyst II with 3-5+ years of experience in pricing analysis, market research, and strategic pricing initiatives. This mid-level role focuses on developing pricing strategies, conducting advanced market analysis, and supporting revenue optimization efforts. The ideal candidate demonstrates proven analytical expertise, strong business acumen, and the ability to translate complex pricing data into actionable business insights.  Experience in Workers' Compensation pricing and analysis is required. This role is ideal for a strategic, data-driven finance professional, who values accuracy , as well as quality over quantity , and thrives in environments that demand insightful analysis and independent ownership .  This position is open to remote and hybrid.  ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Develop and execute comprehensive analyses to support strategic pricing decisions Lead competitive intelligence initiatives and...

This is an exciting opportunity for a blended role for Manager, Data Science within our Data Product space. The Manager Data Science is responsible for architecting, building, and deploying production-grade machine learning models, AI solutions, and data products while leading a team of advanced data professionals. This is a highly technical, hands-on role that requires a combination of strong experience developing scalable solutions and zero to one product launch moving them from concept through production. This role requires hands-on technical contribution and is not solely an oversight function. The ideal candidate has demonstrated experience building data products and operationalizing machine learning within a cloud environment such as Azure, AWS, or similar platforms. This role requires comfort working with modern data architectures, integrating data pipelines, and managing the full lifecycle of models and AI applications. This individual has expertise in machine learning,...

CorVel Corporation is hiring a caring, self-motivated, energetic and independent registered nurse to fill a Medical Case Manager position in Orange County, CA.   Work from home, and on the road. Monday – Friday, regular business hours.   As a Medical Case Manager you will make a meaningful difference in the lives of injured workers and their families.  Your responsibilities include working closely with injured workers to facilitate their recovery. You will work collaboratively with the patient, their family, medical providers, members of our team, and others.  This is a heavy local travel role responsible for working with a caseload of workers compensation injured workers within a defined jurisdiction.   ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Provides in-person and telephonic Medical Case Management to individuals, involving the patient, physician, other health care providers, the employer, and the referral source Utilizes their medical and nursing knowledge to...

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 Personal Lines High Net Worth Claims Consultant serves as a trusted advisor to high‑net‑worth and ultra‑high‑net‑worth clients by providing white‑glove claims advocacy and end‑to‑end claims management. The individual in this role partners closely with clients, carriers, adjusters, and internal service teams to ensure timely resolution, exceptional service, and optimal claim outcomes across complex personal lines exposures. A GLIMPSE INTO YOUR DAY Serves as the primary...

We are looking for a detail-oriented and driven Junior Financial Data Analyst to join our finance team with a focus on pricing, accounting, and ad hoc financial projects. This entry-level role is ideal for recent graduates or early-career professionals eager to build hands-on experience in corporate finance, pricing strategy, and data analysis. You will work closely with experienced team members and leadership to support key business functions such as budgeting, forecasting, variance analysis, and special projects. Strong communication, analytical thinking, and a willingness to learn are essential for success in this role. This is a hybrid role in our Irvine, CA office.   ESSENTIAL DUTIES & RESPONSIBILITIES: Financial Modeling & Reporting Assist in the preparation of financial models, forecasts, and reports to support strategic decision-making. Analyze and interpret financial data to uncover trends and identify areas for improvement. Contribute to ERP...

Overview AmTrust is actively seeking a skilled Resolution Examiner specializing in Workers' Compensation Claims. The  primary focus will be on negotiating and settling claims efficiently and at a cost effective value. In this role, you will be entrusted with the independent review and resolution of workers' compensation claims; utilizing your expertise in negotiation and settlement strategies to bring claims to resolution posture. Your ability to effectively interact with insureds, claimants, and their legal representatives will be essential in driving timely settlements while adhering to AmTrust’s mission, vision, and values. Responsibilities   Proactively negotiate settlements for workers' compensation claims, ensuring fair and expedient resolutions that meet the needs of all parties involved. Conduct thorough investigations by engaging with insured representatives, claimants, and witnesses to gather critical information...

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? 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,...

The Financial Analyst has a strong background in financial analysis, strategic planning, and data-driven decision-making. This role is responsible for providing advanced financial insights, conducting complex financial modeling, and collaborating with cross-functional teams to drive informed business strategies. The Financial Analyst's contributions will directly impact the organization's financial performance and strategic direction. This role focuses on both customer and service profit analysis, pricing relating to RFPs and internal and external customer reporting requests. A minimum of 3-5 years' experience in an analytic role, business or financial, is preferred.  Qualified candidates will have a college degree from a four-year accredited college/university.  A degree in business administration or similar is preferred. This position is Hybrid, 2 days a week in the office.   ESSENTIAL DUTIES & RESPONSIBILITIES: Conduct comprehensive financial analysis...