9 client service manager jobs found in Newport Beach, CA

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 Account Manager provides critical support to clients, manages a book of insurance business by acting with a high degree of independent discretion, autonomy, and decision-making. The Account Manager facilitates positive and effective relationships sales and/or account team colleagues.    DUTIES & RESPONSIBILITIES: Works closely with Producers...

Position Title Associate Relationship Manager Location Newport Beach, CA 92660 Job Summary The Associate Relationship Manager is responsible for building and maintaining client relationships ensuring the highest level of customer service and support. This is a business development role providing client support and responsible for business development activities that supports the Private Client Group. Partners with teammates and key product partners to ensure to ensure the highest level of service to clients. Pay Range: $61,073.25 - $81,431.00 - $92,072.00 Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: Responds to client inquiries and requests regarding accounts. Analyzes client issues and researches to respond accordingly; may coordinate with other departments as needed. Acts as liaison to Private Client Services (PCS) group for transaction requests. Assists with the development of client relationships: supports business development...

If you're passionate about being part of a diverse organization that enables a Fortune 100 company with nearly $70 billion in annual sales to deliver innovative business solutions with excellence, then Nationwide's Legal team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This position can be a hybrid work schedule or fully remote in Southern CA supporting our Newport Beach, CA Trial Division office.   The MTA will be responsible for managing approximately 12 direct reports, including both attorneys and paralegals and will also assist with managing the operational aspects of the Newport Beach office.    This MTA will oversee Commercial and Personal Lines files. Concentrations for the cases this MTA will manage include but may not be limited to: Bodily Injury Commercial; Commercial...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.  We’re actively seeking a talented Senior Annuity Marketing Strategist to fill an existing role on our Marketing Strategy Team in Newport Beach, CA or Omaha, NE.  As a Senior Annuity Marketing Strategist, you’ll move Pacific Life, and your career, forward by driving the Consumer Markets Division’s growth and long-term success. This is a hybrid role that...

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBLITIES: • Project client claim data to develop budgets, calculate client rates, benefit costs, and IBNR reserves • Review experience reporting for accuracy • Collaborate with consultants and account teams to prepare and deliver client financial presentations • Assess complex client risk, understanding the strategic implications of the competitive carrier/product marketplace, and make sound underwriting-based assumptions • Manage and oversight of underwriting support team • Renew and market carriers for assigned book of business • Analyze / negotiate annual renewals and proposals from carriers for accuracy and financial...

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBLITIES: Project client claim data to develop budgets, calculate client rates, benefit costs, and IBNR reserves Review experience reporting for accuracy Collaborate with consultants and account teams to prepare and deliver client financial presentations Assess complex client risk, understanding the strategic implications of the competitive carrier/product marketplace, and make sound underwriting-based assumptions Manage and oversight of underwriting support team Renew and market carriers for assigned book of business Analyze / negotiate annual renewals and proposals from carriers for accuracy and financial reasonableness Analyze...

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking two talented Internal Account Managers - Annuities to join our Strategic Accounts team in Newport Beach, CA or Omaha, NE. As an Internal Account Manager - Annuities, you’ll play a key role in Pacific Life’s growth and long-term success by partnering closely with one or more External Field Directors to grow and maintain relationships with...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Product Marketing Strategist to fill a role on our Marketing Strategy Team in Newport Beach, CA or Omaha, NE. As a Product Marketing Strategist , you’ll move Pacific Life, and your career, forward by driving the Consumer Markets Division’s growth and long-term success. You will lead the development and execution of strategic...