41 relationship manager jobs found in San Francisco

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 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: 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...

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...

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...

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),...

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...

What We Do Ascend is transforming the $10T global insurance industry by combining AI automation with embedded fintech.  While insurance represents 7.2% of global GDP, outdated financial infrastructure like PDFs, emails, and manual reconciliation continues to slow the industry down. Ascend is the first and market-leading finance automation platform built specifically for insurance, driving the industry’s rapid digital transformation. In just five years: Trusted by thousands of insurance businesses nationwide Processes billions in transactions annually, growing 200%+ YoY Built a world-class team of 70+ across San Francisco and Columbus How We Do It Ascend automates the insurance financial lifecycle, from collections to disbursements. We streamline operations and drive real profitability. AI is rapidly driving the cost of software down, opening the door to faster innovation and broader access. At the same time, it is shifting where...

Overview Good Things Start Here.   Good things are happening at Berkshire Hathaway GUARD Insurance Companies—an A+ (Superior) rated, nationwide Property & Casualty insurer backed by Berkshire Hathaway. With supportive leadership, collaborative teams, and opportunities to grow, GUARD is a place where people build meaningful, long‑term careers.   Good Things You Can Count On. Predictable hours (no nights, weekends, or holidays) Competitive pay + generous PTO Medical, dental & vision starting day one 401(k), tuition reimbursement & longevity bonuses Responsibilities We are seeking a Senior Territory Manager for our Northern California Territory.  This individual will be responsible for agency relationships and business development, with a strong focus on the marketing of GUARD’s products and developing the territory across their assigned footprint. This is a role for an experienced...

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...

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...

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...

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...

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...

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....

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,...

Senior Executive Underwriter - UW07EC Executive Underwriter - UW07ED We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.           We’re in the business of helping people achieve amazing things by protecting the things that matter most. And you can help us when you join our team of underwriters. They’re at the center of everything we do – and by joining us, you’ll be on a team known throughout the industry for providing our customers with just the right amount of coverage they need to pursue their unique interests. Your underwriting career here means collaboration, inclusivity, innovative thinking and so much more. Here, doing things the way they’ve always been done isn’t a part of the job. Here, you’ll be putting your...