20 senior client manager jobs found in San Francisco

We are seeking a Senior Vice President, Insurance Business Development for our team focusing primarily on retail partners.   This is a strategically important role with decision making responsibility and strong influence that will lead the effort to raise corporate profile, effectiveness and reputation by deepening and extending our agency relationships and impacting strategic initiatives/business development efforts. Essential Duties and Responsibilities:   Spearhead client engagement to bolster profitable growth within key client segments, ensuring exceptional "client experience" through strategic planning, thought leadership, and relationship management. Lead the effort to raise corporate profile, effectiveness, and reputation by deepening and extending our agency/brokerage relationships: Support the overall strategic management of the key broker relationships. Developed under-served territories. Identify and qualify new broker relationships....

As a Director- Health and Benefits Consulting, you will be a leader on the client service team and will be responsible for fostering relationships cross the client organization. You will be responsible for managing a wide array of projects, leveraging your experience to make recommendations on plan design and management for the full array of health and benefits programs. You will have the opportunity to generate business by participating in new business activities and expanding existing client engagements.  You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as the pivotal point of contact on all projects and working alongside industry experts on cutting edge solutions. The Role Lead the design/management of group medical, dental, wellbeing, disability and time off plans for clients. Responsibilities include: Serving as lead project manager for clients; materially contributing to project plan...

As a Health and Benefits Senior Associate you will contribute to a wide variety of complex projects involving the design, financing and ongoing management of the full spectrum of health and benefit programs. You will serve as the lead project manager on select projects, interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. You will have the opportunity to significantly grow your health and benefits business acumen as well as your financial, project management and client relationship skills by working on cutting edge projects alongside leaders in the industry.   The Role Materially contribute to core health and benefits projects involving the design and management of group medical, dental, life, disability and time off benefits for large, complex clients, including: Benefit plan analysis, design, cost savings and funding strategies Vendor procurement, negotiation and optimization Incorporation of...

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 Leader responsible for market penetration through targeted Payroll campaigns that deliver incremental revenue from new and/or existing clients. As a Payroll Division Manager (PDM), you will report to a regional Vice President (VP). PDM’s must manage and achieve their Division’s productive sales goal on a monthly basis while managing and leading a team of Payroll Territory Managers (PTM) and Senior Product Advisors (SPAs),...

Position Title The Credit Products Specialist II - Private Banking Location San Francisco, CA 94104 Job Summary The Credit Products Specialist II - Private Banking plays a key role in structuring and underwriting complex commercial credit transactions while managing an assigned loan portfolio. This position is responsible for independently analyzing credit risk, negotiating loan terms, and providing strategic recommendations to relationship and credit teams. By proactively monitoring portfolio performance and identifying emerging risks, this role ensures sound credit decisions and long-term client success. The position also supports the professional development of junior team members by sharing expertise and best practices. The anticipated base pay rate range for this role is between $100,117 - $157,653. Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: JOB RESPONSIBILITIES Credit Structuring & Underwriting : Lead underwriting efforts...

Position Title CRE Relationship Manager Sr Location San Francisco, CA 94111 Job Summary The Relationship Manager Sr - CRE Specialty manages commercial real estate loan relationships of all levels of complexity. Generates new business and relationships that will produce revenue from companies, sponsors, developers and businesses. Generates deal flow directly from these clients/prospects and orchestrating a team approach to the relationship. This position is supported by product specialists, portfolio managers (credit, underwriting, transaction approvals/processing) and operational support specialists but remains accountable for all aspects of the relationship. Responsible for the origination, negotiation, structuring, pricing, underwriting, and closing of loans. Manages a complex commercial loan portfolio ensuring the highest loan quality for the organization with minimal risk. Manages the on-going monitoring of portfolio quality and ensures compliance with applicable...

Objective: Heffernan Insurance Brokers is seeking an experienced Account Manager to join its Commercial Lines team. This is a dynamic role that will offer a range of innovative strategies to develop and manage customers' insurance and risk management needs. This role will report into the San Francisco, CA Commercial Lines division.   Responsibilities Include: Marketing and account management for assigned clients. Coordinate all aspects of renewal marketing process with client and provide program structure, review and analysis. Prepare account specifications, negotiate pricing and finalize policy conditions. Prepare summaries to be transmitted with policies.  Policies to be checked and transmitted in a timely manner. Prepare invoices, work with staff to issue COIs & EOIs in an expeditious manner that will meet both client and vendor needs. Prepare account proposals for presentation. Provide technical competence in areas of coverage and current...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Title:   Client Relationship Manager   Department:   Client Services Bargaining Unit:   NBU   Grade:   N/A FLSA:   Exempt   Hours per week:   40   Position   Summary The Client Relationship Manager supports the Director, Client Relationship across their book of business (BOB) in fund management, with direct client and vendor liaison as required by the Director, Client Relationship. The Client Relationship Manager works alongside the Director, Client Relationship to learn the role, with a gradual increase in responsibility as appropriate. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key   Duties   and   Responsibilities Monitors government filings and current government regulations that may affect the operations of the Company or the client. Facilitates client meetings, including minute-taking and recording key actions from board...

As a Lead Health and Benefits Associate you will contribute to a wide variety of complex projects involving the design, financing and ongoing management of the full spectrum of health and benefit programs. You will serve as the lead project manager on select projects, interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. You will have the opportunity to significantly grow your health and benefits business acumen as well as your financial, project management and client relationship skills by working on cutting edge projects alongside leaders in the industry. The Role Materially contribute to core health and benefits projects involving the design and management of group medical, dental, life, disability and time off benefits for large, complex clients, including: Benefit plan analysis, design, cost savings and funding strategies Vendor procurement, negotiation and optimization Incorporation...

Description The Executive Underwriter is responsible for loss sensitive casualty business (e.g., large deductible, retrospective rating, workers’ compensation loss-sensitive programs, and loss portfolio transfers), working independently on the full lifecycle of accounts from submission through renewal. Handles all but the most complex or non-standard cases with autonomy, escalating only when necessary per governance and reinsurance or actuarial requirements. Responsibilities Manages portfolio of brokers/agents & clients. Leverages market presence and expertise to develop and underwrite profitable business, acting as a representative for Liberty. Has relationships with senior/market-leading brokers and/or key agents. Maintains a strong market presence, including established relationships with agents and brokers. Looks to strengthen these relationships and develop new ones. Articulates key coverage differences with a high degree of detail. Provides...

With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. Position Summary: This position requires an experienced professional to underwrite and manage a portfolio of Umbrella and Excess Liability accounts to drive profitability and growth. The role involves assessing risks, negotiating pricing, and ensuring contract certainty while maintaining strong relationships with brokers, clients, and other stakeholders. This will be a hybrid position offered in Denver, San Fran, or LA. Responsibilities and Accountabilities: Responsible for growth and profitability of the Brokers within the Territory Ownership of accounts including negotiation of participation, pricing and terms and conditions Training and development resource for...

At AIG, we are reimagining the way we help customers to manage risk. Join us as a an Underwriter, Environmental, Retail Casualty to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Underwriting, Environmental Casualty This role underwrites Environmental Casualty Products under general supervision, issuing quote and policies while ensuring standards and compliance guidelines are met. These individuals will analyze information and have the opportunity to connect with clients and brokers. How you will create an impact Evaluating, prioritizing and selecting submissions to be underwritten. Identifying risk exposures, special or common hazards, claims experience and appropriate controls. Analyzing claims and quantifying losses. Adhering to guidelines and underwriting discipline to minimize exposure and appropriately price risks.  Ensuring underwriting files 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,...

Description This role is primarily remote in the state of California except for required appearances.   Our Workers' Compensation law firm is seeking a Workers' Compensation attorney—experience preferred. The role involves a busy, in-demand caseload handling matters at every stage, requiring strong advocacy and case management skills. This is a rewarding position with meaningful client impact and clear room to grow professionally within the firm. At Liberty Mutual, we’re committed to delivering exceptional legal services to our customers around the world, working to uphold and protect our policyholders’ rights and positively impacting our business.    We have an exciting opportunity for a Workers' Compensation Attorney  admitted and residing in California.  This role is primarily remote except for required appearances. You will be handling a caseload of workers’ compensation matters, conduct depositions, and represent Liberty Mutual and its policyholders...

As a Health Analytics Director you will partner with other Senior Consultants and our preferred warehouse vendors to sell and deliver integrated health analytics projects. You will also contribute to the next generation of products and solutions. This role is key to Willis Towers Watson’s core value proposition to provide data driven, empirically tested solutions employing leading edge tools. The Role Serve as Senior Analytics strategist for large, complex clients such as:  Pre/post program implementations Key cost driver analyses Population health analytics Scorecard development In concert with Senior Consultants and data warehouse vendors, sell data analytics projects to current clients as well as prospects Oversee Consultants/Project Managers in the design and delivery of project plans; finalize and present deliverables to clients Lead contracting efforts, including coordinating with client procurement and/or legal teams....

Responsibilities Build, maintain, and grow a book of business Manage agency relationships and serve as lead client contact Create and execute marketing plan to increase new and renewal business Rate and quote each risk to determine acceptability, coverage, and pricing for large or complex renewals as well as new business Develop and submit referrals to company brokerage facilities and Burns & Wilcox management   Monitor key metrics to formulate corrective action impacting new business hit, renewal retention, premium growth, and loss ratio Lead, train, and develop Associate Brokers Qualifications Bachelor’s degree or equivalent combination of education and experience   Minimum 3 years of Property brokerage experience required, excess & surplus experience preferred Demonstrated proficiency in sales and marketing Proven organization skills and ability with a strong attention to...

As a Managing Director - Health and Benefits Consulting you will make a valuable difference every day to our high-profile clients and prospects by developing leading edge solutions to address their health and benefits and broader benefits issues.  You will lead large, highly visible client engagements as well as develop and manage active pipelines, grow relationships with current and prospective clients, and demonstrate how our organization’s superior strategic resources and capabilities can address their concerns.  You will serve as a key voice to the marketplace of one of the world’s leading HR consulting firms and have the ability to contribute to the evolution of health care delivery in North America. The Role Serve as the strategic partner and trusted advisor to large, complex clients in the design and management of their health and benefits programs,  Primary accountability for creating and executing a business strategy to penetrate the local and regional market in...

Join us as a Senior Underwriting Specialist to step up to a key team leadership role that will drive business growth. Make your mark in Underwriting We are reimagining how we help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague – empowering our people to grow as insurance professionals and add more value to our customers and AIG. How you will create an impact This is a key leadership role in our Retail Property team in which you will take ownership for achieving goals and outcomes. You will be tasked with managing colleagues and overseeing a range of programs and processes, in addition to handling complex underwriting. You will thrive by successfully balancing the needs of multiple stakeholders and making sound decisions using data, analysis, experience, judgement and a risk mind-set. It will be essential to build effective...

With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. Position Summary: Responsible for underwriting, business development, producer management and underwriting compliance of E&S Casualty in the Western Region. Underwrite both primary and excess layers, Segments include Specialty, Construction, and Energy. Responsibilities and Accountabilities: Develop strong relationships with Wholesale producers to successfully manage regional business Monitor/influence and consistently execute departmental underwriting strategies to develop and maintain a profitable book Strong performance management skills Strong customer service focus Strong problem-solving and negotiation skills in both internal and external interactions...