31 client service manager jobs found in San Francisco, CA

As a Healthcare Financial/Actuarial Manager you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will substantially contribute to a wide variety of complex analyses and projects involving the design, financing, and measurement and financial analysis of the full spectrum of employer health and group benefit programs including medical, dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure quality standards are met. You will have the opportunity to position yourself to lead financial project with small-to-midsized clients, and work on cutting edge projects alongside leaders in the industry. The Role With clear guidance and direction, play an active support role in multiple client teams developing financial analyses, outputs and client deliverables across a regional team. Develop working proficiency of core...

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our...

Job Posting End Date: April 30 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...

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...

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...

RT Specialty, a division of Ryan Specialty, is a leading wholesale distributor of specialty insurance products and services. Our experienced brokers are specialized in property, casualty, professional lines, transportation and workers’ compensation, providing creative solutions to retail brokerage firms. We define ourselves through our superior execution on behalf of our clients, which has established us as a leader in the industry. Position Summary We are hiring one role in the office but are open to hiring an Inside Broker or a Workers’ Compensation Marketing Specialist depending on level of experience. This role supports the development, placement, and retention of a profitable Workers’ Compensation book of business. This role partners closely with brokers, retail agencies, and insurance carriers to analyze risk, strategically market submissions, and secure optimal coverage terms. Focused on construction, retail, and hospitality accounts, the position blends underwriting...

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 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. 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 Vice President, Sales Producer is responsible for initiating new business, building strong client relationships, and providing consultative risk management solutions. This role requires a high degree of self-motivation, professionalism, and a commitment to delivering exceptional client service while meeting sales goals. DUTIES & REPONSIBILITIES: Develops and maintains a...

About MGT Insurance MGT is the first AI-driven, neo-insurer focused on evolving commercial P&C insurance for the brokers and small business owners. By combining the expertise of industry veterans with state-of-the-art technology, we are ushering in the next evolution of commercial insurance and working to move the industry forward through the use of modern technology, better processes, and a rock-star team. We seek visionary leaders who thrive in dynamic, entrepreneurial settings, and excel in autonomous roles. Insurance Product Manager, Excess & Surplus Lines You see inefficiency in traditional insurance and want to fix it. You're equally comfortable in a spreadsheet and a strategy conversation, and you understand that in insurance, every decision is a risk decision. What You'll Do You will lead the product analytics function and play a central role in product strategy for our E&S commercial lines business, translating competitor research and field...

  Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining...

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining...

This is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance.  We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture.  As a member of AXIS, you join a team that is among the best in the industry. At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work.  All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex, pregnancy, sexual orientation, gender identity or expression, national origin or ancestry, citizenship, physical or mental disability, age, marital status, civil...

Who we are:   Welcome to Archipelago, where we're redefining the landscape of commercial property and casualty insurance with the most powerful AI Agent that helps drive meaningful business decisions and value for their clients as easily and efficiently as possible. By equipping brokers with the Agent, Hub, and Platform, we empower our customers to navigate the complexities of property and casualty insurance with confidence and control.    Archipelago was founded in 2018 and serves many of the world’s largest commercial P&C brokers and their clients, representing over 500 of the world's largest and most dynamic portfolios to improve their data and better represent their risks. Archipelago has achieved Series B funding from industry-leading investment partners including Scale, Canaan Partners, Ignition Partners, Prologis Ventures, Stone Point Capital, and Zigg Capital.     Join us at Archipelago and be part of a team dedicated to enabling commercial property...

As an Manager-  Health and Benefits  Consulting 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.

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: Customer Service Claims Processor                                 Department: Customer Service Union: OPEIU 29                                                                               Grade: 17 Position Summary The Customer Service Claims Processor is focused on providing customer service via call handling to participants, beneficiaries, union locals and providers regarding eligibility, benefits and claims status in conjunction with claims processing as business needs dictate. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Provides written, verbal or face-to-face customer service to members by responding to and documenting telephone and written inquiries in accordance with various Plan(s) benefits. Resolves customer inquiries and complaints in a timely and accurate manner. Escalates issues as appropriate. Processes routine...

Title: Customer Service Claims Processor                                 Department: Customer Service Union: OPEIU 29                                                                               Grade: 17 Position Summary The Customer Service Claims Processor is focused on providing customer service via call handling to participants, beneficiaries, union locals and providers regarding eligibility, benefits and claims status in conjunction with claims processing as business needs dictate. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Provides written, verbal or face-to-face customer service to members by responding to and documenting telephone and written inquiries in accordance with various Plan(s) benefits. Resolves customer inquiries and complaints in a timely and accurate manner. Escalates issues as appropriate....