20 client relationship manager jobs found in San Diego

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...

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 Claim, Legal 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,...

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 Health Actuarial Analyst to join our growing team in San Diego, CA! The Health Actuarial Analyst will manage financial analyses for actuarial projects, assist in strategy development for various benefit programs, while ensuring compliance with regulations and corporate policies. Additionally, they will research industry trends, provide creative solutions for clients. How You Will Contribute: Assist in basic actuarial/quantitative analysis projects in order to assist in assessing and calculating costs, rates, risks and trends associated with underwriting health and welfare insurance, brokering contracts, or projecting health care related costs Gather, organize, and check customer or vendor data for accuracy, validity, and reasonableness, and assist in identifying any discrepancies Assist...

Sign-On Bonus Opportunity of up to $4,000* Pay Range: $31 - $72 / hour Our Perks & Benefits: Unlimited/uncapped commission – your earning potential is in your hands Lucrative incentive sales plans, bonuses and sales contests to recognize your success No cold calling – we provide a high volume of inbound leads and walk in traffic Comprehensive paid training and licensing, plus on-going mentorship and development Recognition-focused culture that celebrates your achievements Comprehensive benefits package including medical, dental, vision and life insurance Paid time off to recharge and maintain a healthy work-life balance Retirement Plan (401k) with company-matched contributions Fitness Reimbursement – up to $15/month for gym memberships Employee Assistance Program – confidential support for personal or professional challenges at no cost Extra Perks – optional plans for disability, hospital indemnity, health advocate...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' 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: HUB’s Customer Service professionals provide critical support to our customers through account management, claims management, day-to-day client oversight, and underwriting services that make us a leading sales and service organization in the insurance industry. Through a robust network of resources, you will be amongst some of the industry’s top talent to help guide and support...

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 Claim, Legal 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,...

Job Description Company Overview SBMA, a third-party administrator, is an affordable ACA-compliant benefits provider to thousands of employers. Their goal is to simplify the complexity of providing employee benefits. SBMA differentiates itself through personal service, implementation speed, and innovative benefits coverage approach. SBMA is currently seeking an Information Developer II to join our team. This team member will work on managing data file exchange implementations with vendors, integrating with remote or cloud-based systems, and working with other departments to make repetitive and IT-related functions more efficient. Our Culture   This department fosters a culture of transparency and learning through direct and frequent communication, cross-training, mentorship, and simply trying new things. We believe in:   Open Communication : Encouraging open dialogue and feedback to ensure everyone is heard and valued. Continuous Learning : Promoting a...

Company: Description: The Client Manager will provide advanced technical support to Client Executive Service as well as continue to perform the Client Administrator duties for existing clients, working in conjunction with other team members.  In addition, the Client Manager may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts preparing for and providing renewal and new business presentations.  Essential Duties & Responsibilities Continue to perform all duties of a Client Administrator at an above average level while assisting Client Executive in analyzing coverages and claims data for new and renewal business. Proactively prepare renewal specifications and rough draft proposals. Assist with and/or manage the marketing of renewal business as directed by Client Executive. Prepare experience modification projections using Intellicomp or other available software. Review accuracy of experience modification...

Company: Marsh McLennan Agency Description: Assume responsibility for World Class Client accounts and other accounts as assigned.  Client Executive Service associates act as a leader for the service team members to include Client Administrators and Client Managers, as well as Marketing and Risk & Loss associates as the need for their expertise occurs. Essential Duties & Responsibilities Oversee ongoing account service activities. Prepare monthly production and activity reports. Manage/collect receivables in conjunction with Client Sales Executive. Meet regularly with Client Sales Executive to update, advise and inform. Coordinate activities on accounts. Review and deliver summary, proposals and policies. Lead, present and participate in meetings with clients. Maintain current Insurance Summaries on all accounts. Update COW’s annually on all accounts. Meet World Class Client service commitments (Stewardship Report, Pre-Renewal Meetings, etc.)...

Company: Description: The Sr. Client Manager will provide advanced technical support to Client Executive Service as well as continue to perform the Client Manager duties for existing clients, working in conjunction with other team members.  In addition, the Sr. Client Manager may perform in the capacity of a Client Executive Service for specifically assigned accounts preparing for and providing renewal and new business presentations.  Essential Duties & Responsibilities Actively participate in initial strategy meeting with the client to develop the broad outline of the strategy as expressed by the Client Executive Sales. Acting in the capacity of the service lead, analyze coverages and claims data for new and renewal business Develop marketing strategy for clients based on their needs, history, claims data and a strong knowledge built over time regarding coverage placement which can provide the best possible coverage designs and premiums. Negotiate on client’s...

If you’re passionate about helping people protect what matters most to them, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Shape the Future of Risk Solutions Ready to make an impact? We’re looking for a strategic underwriting leader to join our team and take on small lines commercial risks. This is your chance to operate with elevated authority, influence strategy, and drive profitable growth. What You’ll Do: ✅ Underwrite and price specialized small lines commercial risks with advanced judgment ✅ Provide guidance and expertise to sales teams and agency staff ✅ Build strong agency relationships and lead complex negotiations ✅ Monitor...

WHO WE ARE. Breaking Boundaries for 25 years - and counting. The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. 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:    Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources, you will be amongst some of the industry’s top talent to help guide and support our customer’s needs and provide them with innovative insurance solutions. We are seeking an experienced   Account Manager to join our Employee Benefits Department. This role works collaboratively with the service team to provide...

Company: Description: SUMMARY Under supervision, work with Client Executives, Principals and/or Client Managers in the Retirement Services Division to provide professional service in all areas relating to employer sponsored qualified and non-qualified retirement plans and to develop a working relationship with the clients of MMA as assigned. ESSENTIAL DUTIES & RESPONSIBILITIES  Assist Client Executives, Principals and/or Client Managers with retirement plan provider selection for new clients or existing plan transfers.  Prepare administration pricing of accounts.  Analyze proposals, inclusive of costs and benefits.  Review with Client Executives, Principals and/or Client Managers the results of the bidding process.  Provide Client Executives, Principals and/or Client Managers with recommendations on the proposal(s) to be presented.  Maintain and organize the customer relationship management system, Salesforce. .  Track Plan Transfers and Broker of Record...

POSITION SUMMARY: The Employee Benefits Account Management team provides critical support to clients through day-to-day program oversight, client advocacy and systems management in order to effectively manage their health and welfare programs. The Employee Benefits Small Business Unit (SBU) Client Service Manager oversees the Small Group Account Managers. This position may also assume the duties and responsibilities of an Account Executive/Account Manager to service a book of business with 1 or 2 clients to stay relevant with the changes that face the AE/AM teams. Leads the SBU in operational efficiencies such as Scope of Services, Resource Pro, PATRA, and AI initiatives. Manages a team of employee benefits service staff of Small Group Account Manager. Develops and executes product, service and technical training programs, assists with departmental expectations, standards, policies and procedure and periodically audits/reviews standards to provide personnel coaching or...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. SUMMARY The Marketing Operations Coordinator is responsible for supporting both current and new clientele, delivering prompt and professional customer service to internal and external customers. Key responsibilities include producer management—covering appointments, contracts, and licensing for new and existing producers—as well as overseeing distribution management. Additionally, the coordinator will handle projects assigned to support the broader team, ensuring seamless operations and effective collaboration across all functions. ESSENTIAL DUTIES AND RESPONSIBILITIES Include the following, (other duties may be assigned): Collaborate with team members and producers to set up and maintain accurate producer information in Arrowhead’s CRM, ensuring data integrity and supporting business objectives. Deliver outstanding customer...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Workers Compensation Claims Examiner Are you looking for an opportunity to join a global industry leader where you can bring your big ideas to help solve problems for some of the world’s best brands?   Apply your knowledge and experience to adjudicate complex customer claims in the context of an energetic culture.  Deliver innovative customer-facing solutions to clients who represent virtually every industry and comprise some of the world’s most respected...

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 Claim, Legal 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,...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Workers Compensation Claims Examiner | Roseville or San Diego, CA Are you looking for an opportunity to join a global industry leader where you can bring your big ideas to help solve problems for some of the world’s best brands?   Apply your knowledge and experience to adjudicate complex customer claims in the context of an energetic culture.  Deliver innovative customer-facing solutions to clients who represent virtually every industry and comprise some...

Company: Description: The Cyber Risk Practice Director provides strategic direction for MMA-West’s Cyber placements and leads delivery of Cyber resources to the region. Participates on the national Cyber Risk Practice, plays a critical role in agency retention efforts and provides technical expertise to employees in the Business Insurance Division. Partners with operations and sales leaders to continually enhance client experience. Essential Responsibilities LEADERSHIP OF CYBER PRACTICE Works with leadership to provide strategic direction to MMA-West offices as it relates to creation and execution of MMA West and National cyber strategies & initiatives. Act as MMA-West Risk Practice Leader for cyber services. Lead delivery of MMA-West cyber resources to new & existing clients. Stays current on cyber trends and maintains industry knowledge in cyber. Monitors competition and competitive challenges in the market to ensure MMA remains competitive and...

Company: Marsh McLennan Agency Description: Summary Assume responsibility for World Class Client accounts and other accounts as assigned.  Client Executive Service associates act as a leader for the service team members to include Client Administrators and Client Managers, as well as Marketing and Risk & Loss associates as the need for their expertise occurs. Essential Duties & Responsibilities Oversee ongoing account service activities. Prepare monthly production and activity reports. Manage/collect receivables in conjunction with Client Sales Executive. Meet regularly with Client Sales Executive to update, advise and inform. Coordinate activities on accounts. Review and deliver summary, proposals and policies. Lead, present and participate in meetings with clients. Maintain current Insurance Summaries on all accounts. Update COW’s annually on all accounts. Meet World Class Client service commitments (Stewardship Report, Pre-Renewal Meetings,...