24 client relationship manager jobs found in Tampa

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Sr Client Relationship Manager (Sr. CRM), Commercial Risk, is the primary relationship manager for a portfolio of mid to high complexity clients, overseeing commercial insurance programs, renewals, retention, strategic partnership, and advanced service needs. This role...

The Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day to day service inquiries. They ensure plan compliance, analyze benefit trends, and provide advice and guidance on coverage, with the goal of driving client relationships, satisfaction, and retention. The CRM applies practical benefits knowledge to ensure timely, accurate deliverables and supports the delivery of a consistent “Peace of Mind” client experience. This role collaborates closely with the Client Success Specialist, Advisor, carriers, and internal Baldwin support colleagues to ensure excellent service delivery. Position Summary The Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day‑to‑day service inquiries. They ensure plan compliance, analyze benefit trends, and provide advice...

Description Summary: The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties...

Job Description National Sales Director, Southeast US ______________________________________________________________________________ Build the future with us Are you driven by building and developing relationships within the auto industry and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As a National Sales Director you will play a key role in managing relationships with key dealership personnel, implementing process/ procedures with our Account Executives, and generating profit for the dealership and IA.   This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation. We are looking for candidates that are based in the Southeast, US...

  When someone needs coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Burns & Wilcox offers unparalleled resources and exposure for those looking to excel in the specialty insurance industry. We are looking for candidates with an entrepreneurial spirit and drive for career advancement to join our team as a Commercial Lines Underwriter. The Commercial Lines Underwriter will have the opportunity to grow a book of business by underwriting new commercial business and increasing renewal business through the cultivation of client relationships. 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, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as well as new business...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Protector Plans is seeking an  Account Executive  to join our growing team in Tampa, FL.       The Account Executive will perform sales and technical functions for retention and cross-selling of Podiatrist professional liability, cyber liability and miscellaneous professionals. This includes reviewing account submissions and securing underwriting information, reviewing underwriter quotes, preparing proposals, and requesting binding through underwriter upon receipt of written request from insured.         How You Will Contribute:       Maintain a renewal book of professional liability and miscellaneous coverage for Podiatrists and other Physicians. Initiate renewal applications for appropriate carriers for insureds. Review applications submitted for renewals and...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Financial Support Services Specialist - Hybrid Position PRIMARY PURPOSE:  To serve as a financial liaison to internal and external business partners (e.g. suppliers, carriers, IT, client services, etc.); to provide support by assisting stakeholders and management with payments, research, analysis, resolution, questions and concerns. ESSENTIAL RESPONSIBILITIES MAY INCLUDE Maintains and analyzes accounts and financial data to ensure accounts and variances are...

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term...

Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Senior Account Manager to join our team. This position will report to our agency located in Tampa, FL. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is an in-office position. Responsibilities: Handle a dedicated book of business Serve as the primary liaison between clients and internal teams Build and maintain long-term, trusted relationships with key stakeholders Conduct regular account reviews to assess performance, needs, and opportunities Information gathering, preparing applications, quoting, renewal marketing, handling endorsements and accurate file documentation, etc. Maintain knowledge of all company systems and...

Job Responsibilities and Requirements Sales Develop and successfully execute strategies to increase sales premium, case count, retention and profitability to achieve both personal and regional sales goals Responsible for the development of brokers within his or her specific sales territory Partner with leadership and internal team members to identify market potential with assigned territory and prioritize opportunities Effectively prepare and present product recommendations and solutions to brokers and clients Cross-sell products to existing customers and new prospects Develop territory sales strategies with Voluntary, Absence Management and Japanese Market Practice Leaders as well as the Medical Stop Loss, Limited Medical Benefit RSL teams and other Tokio Marine companies to drive sales and meet/exceed premium and case count goals Send applications and related materials to prospects and perform appropriate follow-up to generate and close the sale...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Client Experience Leader leads, mentors, coaches, hires, develops and evaluates a team of colleagues. They will ensure the delivery of world class service to all current and prospective clients. Responsible for identifying key performance measurables and metrics that...

The Employee Benefits Director of Sales will be responsible for developing and executing sales strategies to meet revenue targets, managing a team of sales professionals, and ensuring compliance with regulatory requirements. PRIMARY RESPONSIBILITIES: Develop and implement sales strategies to meet revenue and growth targets, identifying opportunities for new sales channels and leading the expansion into new markets. Hire, manage, and provide coaching and support to a team of sales professionals to ensure they meet performance targets and provide excellent customer service. Manage key client relationships, including identifying opportunities to upsell and cross-sell insurance products and services. Develop and maintain up-to-date knowledge of insurance products and services, ensuring that sales professionals are equipped to provide accurate and timely advice to clients. Monitor sales performance and provide feedback and coaching to improve productivity and meet performance...

Slide Insurance - Fun. Innovation Driven. Fueled by Passion, Purpose and Technology. At Slide, you will not only be part of a successful team, but you will also be a part of our Slide Vibe/award winning culture where collaboration and innovation are expected, recognized and awarded! As a Client Retention Specialist , you’ll play a key role in strengthening client relationships, improving retention, and helping customers find the right coverage solutions in a fast-paced environment. What You’ll Do Build strong relationships through inbound and outbound interactions to enhance client retention Educate clients on coverages, policy changes, and tailored insurance solutions Identify at-risk policies and proactively recommend options to prevent cancellations or non-renewals Assist clients in reviewing, modifying, or rewriting policies to meet evolving needs Shop and compare coverage options across carriers to deliver the best solutions Meet retention goals...

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 The Business Development Associate is responsible for supporting the growth of the company by developing and executing business development strategies, managing customer relationships, and promoting company products and services. This role focuses on identifying new business opportunities, conducting market research, and delivering excellent customer service. What will your job entail? Job Responsibilities: Support the development and execution of strategies to grow the company’s business Conduct market research to...

Role Summary The Business Development Manager focuses on identifying and pursuing new business opportunities and building WTW's brand presence within Florida with a focus on the construction industry. The role is dedicated to opening doors, getting to know local executives, generating qualified meetings, and expanding WTW's footprint in high-growth markets. The ideal candidate is a proactive, autonomous, and results-driven professional energized by being in the market. This role is ideal for someone who thrives in a fast-paced team environment, motivated by upside, and is looking to grow into a broader marquee client management role in the future.    Core Responsibilities        Lead Generation and Prospecting: Identify, engage, and qualify new business targets within WTW's defined construction & surety sub-verticals.  Meeting Generation: Set qualified first meetings and complete discovery calls with key decision-makers (Owners, CEOs, CFOs, Risk...

Our Company At AssuranceAmerica, we are more than a unique blend of insurance assets. We believe in creating a culture where every associate has the opportunity to learn and grow. We strive to create a work environment to meet associate needs and we are determined to achieve excellence in everything we do. This is an opportunity to join a dynamic team in a company that is a leader in the non-standard auto insurance space and functions with a small company, entrepreneurial style. This position will require someone with an understanding that one needs to have a “roll up your sleeves” attitude to help make things happen. Job Summary A Special Investigations Unit (SIU) Desk Investigator within an insurance company plays a crucial role in assisting the SIU and claims departments with fraudulent activities related to insurance claims. The Desk Investigator conducts low to moderate investigations involving suspicions of insurance fraud related to the application of...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity It is all about learning and growing. Our Bank Customer Service & Sales role may be a new career for you. There’s a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid three-month training program includes all training materials, class discussions, hands-on...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Orchid Insurance, an Arrowhead Intermediaries company, is seeking a Private Client Lead Underwriter to join our growing team in Tampa, FL. The Private Client Lead Underwriter is responsible for establishing and growing a specialty underwriting practice focused on high value and ultra-high value homes. This role serves as the initial and primary underwriter for assigned lines, with full accountability for production, underwriting quality, profitability, carrier relationships, broker relationships, and retail agent relationships. This position combines hands-on underwriting execution with business development, market engagement, risk engineering and strategic growth. The Private Client Lead Underwriter will be responsible for hiring and leading an underwriting team to support sustained and profitable expansion. How You Will...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Commercial Risk Client Executive is responsible for the management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients. He/she must also evaluate and educate clients on missing or...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. Directly supervises and leads a high-functioning team of risk placement professionals. Responsible for the overall function of marketing, underwriting, and placement of new business accounts submitted by the Sales Team and the consistent quality output of the Risk Placement...