21 client account manager jobs found in Irvine

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 Manager, Regional Training is responsible for managing and executing training programs across their assigned region(s) to ensure consistent onboarding, strong user adoption, operational compliance and high-quality service delivery. The Regional Training Manager identifies training needs, improves onboarding effectiveness, monitors system usage, and provides data-driven insights to leadership to support performance and efficiency. The individual in this role partners closely with...

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 Regional Operations Manager, Employee Benefits, is responsible for overseeing operational processes and ensuring service excellence within the Employee Benefits segment for a defined region. This role focuses on implementing best practices, maintaining compliance, and...

Company Details   Berkley Surety is a highly professional, service-oriented surety underwriting management company, providing a full spectrum of bonds for contract, environmental, and commercial surety accounts through multiple distribution channels in both the United States and Canada. We write on behalf of W. R. Berkley Corporation member company Berkley Insurance Company, which has an A.M. Best rating of A+ (Superior). We pride ourselves on building strong relationships with our agents. We highly value the insight and expertise our agency partners bring to the table which helps us provide timely and predictable surety solutions.   Company URL: www.berkleysurety.com Responsibilities As an Manager- Contract Underwriting, you will manage, produce, and underwrite new and renewal business from assigned agents/brokers in the primary line of business. Your role will be crucial in achieving budgeted financial results through...

Job Description 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 Senior Product Advisor (SPA) 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...

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities...

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...

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 Risk Placement Specialist supports the sales process to retain and grow the business by providing marketing support that is dependable, accurate, accessible, and driven for success.   The individual in this role partners closely with sales and service teams to promote Relation’s products and services, supporting both new client acquisition and retention. A GLIMPSE INTO YOUR DAY Supports new business strategy and revenue generation by evaluating referrals to assess...

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities...

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...

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...

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...

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities...

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,...

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 Baldwin Group, a nationwide Registered Investment Advisor, is seeking a Retirement Consultant to join our Financial Services team. The Retirement Consultant is responsible for the strategic planning, consulting, guidance, marketing, investment analysis and servicing...

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...

The Baldwin Group, a nationwide Registered Investment Advisor, is seeking a Senior 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...

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,...