17 client manager jobs found in Portland, OR

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...

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 an Implementation Manager I you will develop and execute client-specific implementation strategy projects and successfully handle post-sale activities to retain large employee benefits group customers. Drive and develop a customized implementation plan for each new national, mid-market, or regional account; serve as point person, both internally and externally, to...

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: Assist leadership with development of organizational strategies and objectives.  Lead and manage initiatives to achieve objectives across Claims. Oversee the development and reporting of operational results, forecasts and trends.  Demonstrate the traits of a Lean Leader. Responsible for managing the work environment, identifying workforce needs and ensuring...

The Cross Family of Agencies welcomes you. We need your talent and expertise.                                                                             POSITION PURPOSE Point of contact for employer groups/employees on service-related issues. Foster long term relationships between Cross Insurance, our clients, and their employees. Develop and maintain a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitate the processing of business. Build solid partnership with Producers, Account Executives and Account Managers. Make a positive contribution to the overall success of the Cross Insurance team.                                                                       RESPONSIBILITIES ESSENTIAL FUNCTIONS: Assist clients and their employees with day-to-day customer service correspondence on billing, eligibility, and claims questions/concerns along with other issues as they may arise. Notify...

The Talent Acquisition Coordinator will work closely with managers to create job postings, facilitate background checks, and complete onboarding tasks for new hires.  This role will require organization, attention to detail, and excellent customer service.  Please note that the duties of this role do not include sourcing/screening candidates.   This is a remote position. Candidate must be available work across Mountain and Pacific time zones.  ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Works with hiring managers to define requirements for upcoming job postings In partnership with the hiring manager, refines the job description and develops appropriate screening questions for new job postings Publishes and maintains job openings using our applicant tracking system, UKGPro Drafts and sends offer letters to candidates Monitors workflow approvals for progress and next steps Orders and monitors background check screening for candidates Maintains proactive...

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. GEICO is looking to hire an Associate Counsel to defend lawsuits filed in Oregon courts and other first party insurance defense. The position is with GEICO Staff Counsel located in Portland, OR . Job duties and responsibilities: Researching laws and preparing legal briefs, opinions, and memoranda Rendering opinions on liability, damages, and value as requested by the Claims Department Preparing...

The Role Position is fully dedicated to a Willis client who has major construction projects in Boise, ID Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. Primary Responsibilities  -Manage and direct Workers’ Compensation (WC) claims for large‑scale construction projects in Idaho. - Coordinate OCIP WC claims program including appropriate First Notice of Loss, adjuster assignment, etc.   - Collaborate with carriers, TPAs, and other stakeholders. - Participate in claim reviews and strategy calls. - Review loss reports and support reserve/settlement analysis. -Coordinate claim management resources such as Nurse Case Management, Defense Counsel, and on-site medical. -Escalate complex or disputed claims through appropriate channels to ensure line-of-sight amongst stakeholders -

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 role manages multiple requests for proposals (RFPs) of varying complexity to support the acquisition of new business and the retention of existing clients. You will lead the full RFP process in a fast‑paced, deadline‑driven environment, coordinating across sales, marketing, underwriting, legal, and other subject matter experts to produce accurate, compelling, and...

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...

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 Senior Account Manager to join our Habitational Commercial Lines team in Portland, Oregon . The Senior Account Manager’s primary responsibility is to partner with an assigned producer with the ability to solve and handle account issues independently. The Senior Customer Account Manager is a coach and mentor for the team. Routine duties include monitoring retention, negotiation of costs for products and services, analyzing insurance contracts, insurance plan designs, coordination of claims, loss control, accounting and audit services, and research and analyze in various areas as needed. How You Will Contribute Consults on new business, prepares proposals and independently handles customer requests Works directly with customer to ensure proper coverage is secured Uses discretionary...

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 Field Services Engineer to join our growing team! The Field Services Engineer will provide internal support for our team members at the local office as well as remote staff. To excel in this role, you will need to provide a good combination of technical and customer service skills. How You Will Contribute: Support the IT infrastructure for a department or office including the physical network, servers and applications Support the desktop environment and physical security at local office Conducts evaluation of the technology process problems and recommends solutions Provides support for complex computing environment in areas such as hardware, software and networks Perform support for special applications requiring extensive knowledge and expertise May design and delivery training...

The Help Desk Specialist I provides first-level support for users by diagnosing, resolving, and documenting IT-related issues. This role serves as the initial point of contact, responsible for accurate incident intake, troubleshooting, documentation, and resolution or escalation in accordance with established support procedures and service expectations.  The Help Desk Specialist I applies structured troubleshooting techniques to diagnose hardware, software, connectivity, and peripheral issues, while maintaining clear and professional communication throughout the incident lifecycle. This role ensures incidents and requests are properly logged, categorized, prioritized, and monitored to support timely service restoration and customer satisfaction. The Help Desk Specialist works under general supervision, follows documented policies and knowledge resources, and collaborates effectively within a team-based support model. Success in this role requires strong analytical skills,...

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 Our National Accounts team is growing! The National Accounts Sales Consultant acquires, grows, and retains large employer group clients (5,000+ lives) in the National Accounts segment, focusing on Core Life and Disability insurance. Reporting to the Senior Director, this role builds broker partnerships, executes complex sales strategies, and drives growth and...

The Cross Family of Agencies welcomes you. We need your talent and expertise. We currently have an opportunity for an Account Manager to join our Personal Lines team in our Portland, ME Office   The selected employee will provide quality service to assigned personal insurance accounts. Specific Responsibilities Review and analyze personal accounts for coverage, limits, etc., and make appropriate recommendations to clients. Develop and maintain relationships with clients to ensure that all service needs are met. Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals. Gather information from clients and prepare applications regarding new and/or renewal coverage. Prepare policy quotes based on client’s needs, rates and coverages. Prepare all transactions for assigned accounts, i.e. applications, invoices, forms. Maintain the accuracy of data in the agency management system. May handle...

The Medical Only Claims Specialist manages non-complex and non-problematic, medical only claims and minor lost-time workers’ compensation claims under close supervision, supporting the goals of the Claims Department and of CorVel.  This is a position is open to remote or hybrid. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Receives claims, confirms policy coverage and acknowledgement of the claim Determines the validity and compensability of the claim Establishes reserves and authorizes payments within established reserving authority limits Communicates claim status with the customer, claimant and client Adheres to client and carrier guidelines and participates in claims review as needed Assists other claims professionals with more complex or problematic claims as necessary Additional duties as assigned   KNOWLEDGE & SKILLS: Excellent customer service skills Excellent written and verbal communication skills Fast learner; develops knowledge...

The Cross Family of Agencies welcomes you. We need your talent and expertise. Responsible for managing the operational activities of staff and accounts in large commercial segment to achieve profitability and ensure consistent standards of sales, service and professionalism as defined by Cross Insurance Procedure Manual and Quality Management standards.  This will include establishing and measuring the goals and performance of the unit members, coordinating and managing account strategies as well as promoting and executing department education.  Direct Report to Branch Manager. Key Tasks: Adhere to and mandate team is following the Cross Procedure Manual and Master CL Workflow Manual. Provide technical expertise in coordinating the inside service of new and existing clients through sales, account development, and problem solving in accordance with the objectives and procedures based in the Cross Procedure Manual, Master CL Workflow Manual and QM metrics. Maintain...

An Implementation/Technical Project Coordinator is an integral team member, serving as the primary point of contact for CorVel’s Enterprise Comp Solution implementations. They oversee all onboarding details for new customers and are responsible for driving action items critical to timely and accurate account setups. This is a highly visible role that requires a great deal of communication and coordination between different groups. The Implementation Coordinator works with all offices of the organization including Account Management, Customer Configurations, Software Development, Business Operations, and Executive Management, communicating requirements and deliverables with an exceptional level of customer service and professionalism.  This role will have a major impact on the success of our software development team as it strives to deliver applications that are vital to the services that CorVel provides. In addition to project management skills and some knowledge of the software...