6 private client services client manager jobs found in San Francisco

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...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a High-Net-Worth Personal Lines Account Manager  to their  Gaspar Insurance Services team in  Woodland Hills Metro Region. Job Summary: Our Agency focus is on High Net Worth (HNW) personal lines Property & Casualty, and we are seeking a highly motivated, well rounded insurance professional to become part of our team. The High Net Worth Account Manager position entails handling all aspects daily service responsibilities as well as client renewals and re-marketing within all lines of P &C personal insurance. Essential Functions: Respond promptly to client inquiries regarding premiums, policy changes and policy details to ensure clarity and satisfaction. Guide clients through application processes, risk profile evaluations, and renewal questionnaires to maintain accurate and complete information. Analyze policy coverage terms...

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...

Position Title Private Client Office Banker, Operations Specialist   Location San Francisco, CA 94104   Job Summary The Private Client Office Banker, Operations Specialist is responsible for managing the experience for clients and prospects through all delivery channels within a Private Client Office. This role will provide white-glove service during each interaction, including, but not limited to service requests, inquiries, appointments and transactions. Additionally, this role is expected to lead and educate the PCO team in all operational areas including, risk, compliance and policies and procedures. Pay Range: $103,895 - $116,891 - $131,266   Job Responsibilities: Provide customized and elite service levels to clients and prospects in person, via e-mail and over the phone. Perform all teller transaction and service requests from clients, including any PCG clients who visit the office. Ensure PCO adherence to all internal policies and procedures and compliance....

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),...