31 client manager jobs found in Portland

The Private Client Relationship Manager will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic advisor for coverage related inquiries and analysis, driving renewal efforts, and partnering with Producers on prospective marketing initiatives. The ideal candidate will be an interpersonal and proactive problem solver with demonstrated success in servicing a book of Private Client accounts. *PLEASE NOTE: This is a hybrid position that will require 3 days/week in our Portland office* Your Impact: Develop and maintain strong, long-term relationships with high-net-worth individuals and families. Conduct in-depth needs assessments to understand clients' unique risks and insurance requirements, including all personal lines. Proactively identify opportunities to cross-sell and up-sell additional insurance products and services to existing clients. Serve as the primary point of contact for clients, addressing inquiries, resolving...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Employee Benefits Small Group Account Manager to join our growing team in Portland, OR . The Employee Benefits Account Manager responsibility is to provide exceptional service to our customers by establishing realistic customer expectations, seeking customer input, and meeting service commitments in a professional and punctual manner. Account Managers are the main point of contact for customers regarding open enrollment, marketing, and the renewal process. Account Managers are given autonomy to make recommendations to customers and exercise independent and discretionary judgement daily. How You Will Contribute: Responsible for renewal process from start to finish including but not limited to pre-renewal analysis, renewal analysis, and renewal administration Lead open enrollment process...

Objective: Heffernan Insurance Brokers is looking for an Assistant Account Manager to join its Small Business Commercial Lines team. This is an entry-level position that requires some insurance experience and an active P&C insurance license. Heffernan is looking for an intelligent self-starter who is looking for a career with plenty of upward mobility.   Responsibilities Include: Renewal Processing Workflow - as assigned by Account Manager(s). Order loss runs, update applications, update existing SOV's, spreadsheets, and order MVR's. Process binders. Process endorsements. Process audits after review by the Account Manager. Invoicing as assigned. Follow up on claims. Coordinate Certificates of Insurance and Evidence of Insurance issuance, certificate, and evidence renewals. Create and maintain mail-merge documents. Draft proposals. Process un-routed attachments and carrier document retrieval items. Respond to client requests in a timely and...

The Cross Family of Agencies welcomes you. We need your talent and expertise. Commercial Lines Middle Market Account Manager  Account Managers are primarily responsible for servicing clients/prospects for commercial customers of Cross Insurance, while creating and maintaining strong relationships with customers, underwriters and other professionals. The base salary range for this role is $75,000–$110,000 annually. Actual compensation will be based on factors including location, skills, experience, and internal equity. Cross Insurance offers a comprehensive benefits package including medical, dental, vision, 401(k) with match, paid time off, and more. Duties of a Middle Market Account Manager include, but are not limited to : Follow Large Commercial Timeline, adhere to Cross Procedure Manual and Master CL Workflow Manual Handles Large Complex Accounts (Book of Business up to $1,000,000 or more in revenue Meet with Producer/AE monthly to review...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Employee Benefits Account Manager to join our growing team in Portland, OR! The primary responsibility of an Account Manager is to provide exceptional service to our customers by establishing realistic customer expectations, seeking customer input, and meeting service commitments in a professional and punctual manner. Account Managers are the main point of contact for customers regarding open enrollment, marketing, and the renewal process. Account Managers are given autonomy to make recommendations to customers and exercise independent and discretionary judgement daily. How You Will Contribute:   Responsible for renewal process from start to finish including but not limited to: pre-renewal analysis, renewal analysis, and renewal administration Lead open enrollment process including but not...

When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:  Award-winning culture  Inclusion and diversity as a priority  Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability  Generous PTO (including paid time to volunteer!)  Up to 9.5% 401(k) employer contribution  Mental health support  Career advancement opportunities  Student loan repayment options  Tuition reimbursement Flexible work environments  *All the benefits listed above are subject to the terms of their individual Plans. And that’s just the beginning…   With...

When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:  Award-winning culture  Inclusion and diversity as a priority  Performance Based Incentive Plans Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability  Generous PTO (including paid time to volunteer!)  Up to 9.5% 401(k) employer contribution  Mental health support  Career advancement opportunities  Student loan repayment options  Tuition reimbursement Flexible work environments  *All the benefits listed above are subject to the terms of their individual Plans. And that’s just...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary This team evaluates and manages disability claims by gathering and analyzing medical, occupational, and policy information to make accurate benefit determinations. Develop and execute effective claim management strategies that ensure timely payments, proper liability oversight, and compliance with policy provisions. Deliver high-quality customer service while...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? The Senior Strategic Finance Analyst is a finance business partner focused on ensuring the execution of sound financial management practices.  The role partners with executives and senior management to develop and drive plans, with clear, actionable steps that optimize the organization’s use of resources to drive balanced financial, operational and strategic business outcomes. In this...

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   Job Description: The opportunity: Member Support Representatives are the face to Sun Life’s external clients.  The position is accountable for the intake of all telephone calls and inquiries from claimants and policyholders as well as Sun Life’s internal claims professionals and Client Relationship Executives....

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Commercial Lines Account Coordinator to join our growing team in Portland, OR! The primary role of the Account Coordinator is to assist the commercial department with routine tasks while learning the Commercial Insurance Industry.  Functions may include data entry/processing, preparing invoices, and processing endorsements.  An Account Coordinator is expected to be actively engaged in learning activities such as in-house training courses, mentoring, and industry certification in preparing to move into the Customer Account Manager position in the future. How You Will Contribute Generate AMS (Agency Management Systems) reports as requested Assist in sending out Renewal Questionnaires Issue certificates of insurance Order Loss Runs Copy and assemble proposals Process endorsements...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary As a Proposal Analyst III, you will plan, organize, and manage several request for proposals (RFPs) of varying complexity, priority, and risk that aid the company in the critical acquisition of new business and retention of current clients. Lead and project manage the RFP process in a fast-paced, deadline-oriented work environment, utilizing your strong project...

Job Posting End Date: June 28 When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:  Award-winning culture  Inclusion and diversity as a priority  Performance Based Incentive Plans Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability  Generous PTO (including paid time to volunteer!)  Up to 9.5% 401(k) employer contribution  Mental health support  Career advancement opportunities  Student loan repayment options  Tuition reimbursement Flexible work environments  *All the benefits listed above are subject to the terms of their...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Executive Assistant to join our growing team in Portland, OR! The Executive Assistant is responsible for enhancing executive effectiveness by providing information management support and representing executives to others. The Executive Assistant provides support in the areas of executive business operations and personal business matters daily. The Executive Assistant must use discretionary judgement and troubleshoot frequently. How You Will Contribute:   Serve as the primary point of contact between leadership, sales teams, customers, carriers, vendors, and internal stakeholders Manage executive calendars, travel agendas, meetings, and communications Create presentations, reports, and business correspondence with a high degree of autonomy · Coordinate customer, sales, and internal events,...

The Help Desk Manager is a strategic and hands-on leader responsible for guiding the National Help Desk team and delivering exceptional tier-one support. This role sets the vision for service excellence, drives operational maturity, and ensures consistent, high-quality support across all user touchpoints. The ideal candidate brings proven leadership experience driving the adoption of new and emerging technologies, including AI-driven solutions, to enhance efficiency, scalability, and customer experience. This individual must demonstrate a track record of successfully implementing modern technologies and leading teams through change, while continuously improving service delivery and operational performance.  The candidate must have strong technical skills across multiple disciplines. This is a Remote position ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Lead, mentor, and develop a 24/7 National Help Desk team, establishing a high-performance culture focused on...

Job Posting End Date: June 21 When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:  Award-winning culture  Inclusion and diversity as a priority  Performance Based Incentive Plans Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability  Generous PTO (including paid time to volunteer!)  Up to 9.5% 401(k) employer contribution  Mental health support  Career advancement opportunities  Student loan repayment options  Tuition reimbursement Flexible work environments  *All the benefits listed above are subject to the terms of their...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary: The Senior Strategic Finance Analyst is a finance business partner focused on ensuring the execution of sound financial management practices.  The role partners with executives and senior management to develop and drive plans, with clear, actionable steps that optimize the organization’s use of resources to drive balanced financial, operational and strategic business...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? The Role   The Regional Sales Vice President (RSVP), Employee Benefits – Western Region leads a geographically aligned, multi-product sales organization responsible for driving profitable growth across Life, Absence & Disability (LAD )   and Voluntary Benefits.   This role supports the Western Region and executes an integrated go-to-market strategy that...

Job Posting End Date: June 10 When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:  Award-winning culture  Inclusion and diversity as a priority  Performance Based Incentive Plans Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability  Generous PTO (including paid time to volunteer!)  Up to 9.5% 401(k) employer contribution  Mental health support  Career advancement opportunities  Student loan repayment options  Tuition reimbursement Flexible work environments  *All the benefits listed above are subject to the terms of their...

When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:  Award-winning culture  Inclusion and diversity as a priority  Performance Based Incentive Plans Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability  Generous PTO (including paid time to volunteer!)  Up to 9.5% 401(k) employer contribution  Mental health support  Career advancement opportunities  Student loan repayment options  Tuition reimbursement Flexible work environments  *All the benefits listed above are subject to the terms of their individual Plans. And that’s just...