39 client manager jobs found in San Francisco

Company: Mercer Description: We are seeking a talented individual to join our Region Market Development team and manage a portfolio of large/jumbo client accounts at Mercer. This role will be based in our San Francisco office. You will play a critical role in establishing trusted advisor relationships with our Northern California clients, working with top tier consulting talent across Mercer’s Practices and driving revenue growth. This is a hybrid role that has a requirement of working at least three days a week in the office. We will count on you to: Manage a portfolio of large/jumbo client accounts (5,000+ employees), ensuring client satisfaction and addressing escalated issues effectively. Grow client revenue by establishing internal and external networks and channels with key buyers while generating new business opportunities. Develop and maintain process rigor on business development leads, tracking activities, and driving teams toward...

Location:  This role requires a hybrid work schedule out of our San Francisco, CA office 2 days a week. SUMMARY: 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 RESPONSIBILITIES : · Primary expert resource and first point of contact for clients, which includes research/analysis and handling of a wide variety of client questions regarding risk management, coverage/eligibility, contractual issues, and government reporting compliance. Prepares endorsements per client requests. Prepares and provides resource, trend and legal update information to clients on on-going basis. Routine questions are delegated. · For new and renewal business, analyzes relevant client data (e.g. experience...

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...

Company: Mercer Description: We are seeking a talented individual to join our Health & Benefits team at Mercer. This role will be based in San Francisco or Irvine CA. This is a hybrid role that has a requirement of working at least three days a week in the office. As a Health & Benefits (H&B) Consultant , you will assist with managing consulting engagements with 2,000+ life employers regarding their medical, dental, life, and disability benefit plans and programs. You will negotiate with benefits carriers and vendors to secure health and welfare plan coverage for these employers, acting as the client manager and often the Mercer relationship manager. We will count on you to: Manage complex client engagements, including overall service delivery, strategy, financial evaluations, plan design, renewal, business placement, benchmarking, and other studies. Develop sophisticated benefits design and renewal strategies and drive the development of tools and...

Company: Mercer Description: We are seeking a talented individual to join our Health & Benefits team at Mercer. This role will be based in Irvine, LA or San Francisco.  This is a hybrid role that has a requirement of working at least three days a week in the office. As a Lead Health & Benefits Large Market Consultant , you will manage and advise client accounts for our large market employers 2000+ lives regarding their medical, dental, life, and disability benefit plans and programs. You will the subject matter expert to our clients and negotiate with benefits carriers and vendors to secure health and welfare plan coverage, acting as the primary consultant and relationship manager for our clients. We will count on you to: Lead complex client engagements, managing overall service delivery, strategy, financial evaluations, plan design, renewals, business placements, benchmarking, and other studies. Develop sophisticated benefits design and renewal...

Company: Marsh McLennan Agency Description: Insurance Associate     Our not-so-secret sauce.   Award-winning, inclusive, Top Workplace culture   doesn’t   happen overnight.   It’s   a result of   hard work   by extraordinary people. The industry’s brightest talent   drive   our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a n   Insurance Associate   at MMA.    Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).     A day in   the life .    As...

Company: Oliver Wyman Description: Practice Groups : Communications, Media & Technology & Private Capital Location : San Francisco Role : Engagement Manager Oliver Wyman helps industry leaders in the communications, media, and technology and private equity industries develop value growth strategies, improve operations, and maximize organizational effectiveness. Our CMT clients are some of the world's most successful companies: wireless and wireline equipment and communications service providers: enterprise IT, consumer electronics, and semiconductor companies; and broadcasters, publishers, platform operators, online and entertainment companies; high tech; and software companies. We work collaboratively with our clients’ leaders, employees, stakeholders, and customers to jointly define, design, and achieve lasting results.  Oliver Wyman’s Private Equity team in North America are looking to hire consultants to support its rapid growth. The team...

Company: Oliver Wyman Description: PRACTICE OVERVIEW At Oliver Wyman Quotient , we empower organizations to unlock the full potential of artificial intelligence across their transformation journeys. Our global team of 1,600+ consultants, data scientists, engineers, strategists, and designers partner with clients to scale AI responsibly, optimize operations, and discover new value streams. We combine deep technical expertise with industry insight and workforce design to deliver production-grade solutions, accelerate innovation, improve adoption, and drive measurable impact. Quotient is more than an AI offering—it’s a compass for navigating the AI revolution. We help clients develop and activate AI strategies, build robust technical capabilities, and foster a culture of innovation. By co-creating solutions and embedding advanced analytics, we enable our clients to harness the value of AI in everything they do, from improving customer experience to driving...

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...

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...

Objective: Heffernan Insurance Brokers is looking for an Assistant Account Manager to join its Commercial Lines team. This is an entry-level position that does not require insurance experience (although a plus!). 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 accurate manner. Follow up and...

As a Health and Benefits Associate Director, 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...

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...

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),...

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: The Assistant Account Manager provides a high level of support in obtaining, maintaining, expanding, and servicing commercial lines accounts. This position assists with certificates of insurance, policy changes, gathering renewal information preparing client presentations, general account assistance and other special projects. This position will require meeting daily...

JOB SUMMARY: The Assistant Account Manager provides a high level of support in obtaining, maintaining, expanding, and servicing commercial lines accounts. This position assists with certificates of insurance, policy changes, gathering renewal information preparing client presentations, general account assistance and other special projects. This position will require meeting daily production standards, goals and service commitments.     DUTIES & RESPONSIBILITIES: Assists the Account Management team with all aspects of the account-service process. Responds to policy inquiries via phone and email. May field phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc. Responsible for service work as needed on a daily basis. Including but not limited to the following: certificates of insurance, policy changes and client payments. Participates in the renewal preparation process, including generating renewal...

Company: Mercer Description: We are seeking a talented Sales Professional to join our Health and Benefits Sales team at Mercer. This role can be based in either San Francisco, Irvine, Los Angeles or Las Vegas where we have a Mercer office location. This is a hybrid role that has a requirement of working at least three days a week in the office. As a Health & Benefits Sales Professional you will leverage Mercer’s expertise to develop innovative sales strategies that address critical challenges in employee benefits, healthcare, financial security, and career development for employers and their employees. We will count on you to: Executes sales goals by maintaining a large book of business of complex or high-yield accounts by conducting frequent sales presentations, calls and meetings. Applies highly developed market and internal service offering insights to sales cold calls to engage potential clients, generate interest and schedule meetings...

Company: Mercer Description: We are seeking a highly skilled and motivated professional to join our Career Products team at Mercer, a Marsh business . This role will be based in San Francisco and offers a hybrid work arrangement, requiring a minimum of three days per week in the office. As a Sales Associate , you will play a pivotal role in driving the expansion of our Total Rewards Products and Services by supporting the acquisition and development of new mid-market clients within a designated territory. The ideal candidate is proactive, results-oriented, and adept at prospecting, cultivating sales opportunities, and collaborating closely with sales professionals to deliver comprehensive workforce solutions. We will count on you to: Prospect and generate new client leads through targeted email campaigns, phone outreach, and in-person visits Manage and develop self-generated sales opportunities as well as leads provided by Sales Professionals and Lead...

Company: Mercer Description: We are seeking a talented Benefits Technology Sales Professional to join the Mercer Darwin Commercial team.  This is a hybrid role that has a requirement of working at least three days a week in either our Mercer San Francisco or Irvine CA office. The Mercer Darwin Commercial team is critical to the growth and success of MercerMarsh Benefits (MMB) globally. In the last few years, we have seen phenomenal growth in the multinational segment as our sales team continues to grow and flourish. We sell with integrity and look to build lasting relationships with our clients. We will count on you to: Create a qualified new business pipeline with multinational organizations. Own and build a territory within the US region. Develop Business Development Strategy and execute on all sales and business development related activity. Build your sales network and coordinate across Marsh to maximize cross-selling opportunities....