68 client executive jobs found in Aliso Viejo, CA

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 Employee Benefits Client Executive is responsible for the tactical and operational leadership in the design, development, implementation, administration, and communication of all assigned large client benefit plans, including making appropriate recommendations based on...

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 OPPORTUNITY: HUB’s Customer Service professionals provide critical support to our customers through account management, claims management, day-to-day client oversight, and underwriting services that make us a leading sales and service organization in the insurance industry. Through a robust network of resources, you will be amongst some of the industry’s top talent to help guide and support our customer’s needs and provide them with innovative solutions. The Employee Benefits Account Representative works collaboratively with the Producer and Account Team managing a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day-to-day contact and provides resolution for client questions and issues. The Employee Benefits Account Representative I role is focused on the mid to large...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented People Business Partner Consultant to join our team in Newport Beach, CA or Charlotte, NC. As a People Business Partner Consultant, you will serve as a strategic advisor to senior leaders across global teams. In this role, you will shape and execute talent strategies, drive organizational effectiveness, and provide data‑backed...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Case Design Analyst to join our Life Affluent Sales Desk Team in Newport Beach, CA or Omaha, NE. As a Case Design Analyst you’ll move Pacific Life, and your career, forward by producing sales proposals and illustrations. You will fill an existing role that sits on a team of eight people in the CMD Strategy and Enablement...

Overview Reporting to the WCPT VP of Corporate Underwriting the WC AVP will lead the growth of large and complex account business development, project oversight, client relations, financial management and staff development. This includes creating strategies to expand the market along with executing highly effective and extensive outbound efforts to develop relationships with existing and new clients that will lead to new business. Responsibilities · Lead critical team responsible for managing and developing AmTrust Workers Compensation large & complex account business. · Managing projects from scope to delivery. · Develop and execute a strategic, multi-year plan for growth · Establish service, product and cross-selling strategies · Identify new business opportunities while developing current client relationships. · Provide senior client leadership and project oversight. · Thought leader and subject matter...

Overview As a direct report to the Director, provides direction and monitors results of Staff Counsel, establishing long- and short-term business and litigation strategy and plans with the Leadership team.  Maintains a solid understanding of AmTrust’s mission, vision, and values. Upholds the standards of the AmTrust organization. Responsibilities Provides insights and analysis direction or indirectly on complex and wide range of information objectively uncovering critical issues and providing key insights for the business unit; directs or champions the development of new or innovative solutions. Provides timely and appropriate legal advice, counsel and leadership to Claims or other executive management on litigation matters. Takes a practical approach to establishing and improving work and litigation initiatives; keeps involved in the day-to-day operations of the law offices unit as required to drive strategy....

Job Description Summary:   The Team Lead - Operations, Commercial Large - SW Territory, West reports to the Manager - Operations, CL Mid/Large - SW Territory, West and will support divisional success by executing strategic initiatives, optimizing processes, and ensuring outstanding customer service and client experiences. As a key contributor to a high-performance culture, the Team Lead promotes operational excellence, team accountability, and alignment with Acrisure’ s client-focused values .     Scope:    The Team Lead - Operations, Commercial Large - SW Territory, West supports the execution of operational strategies by managing daily workflows, guiding team performance, and implementing policies that drive client retention, efficiency, and growth. This role ensures high-quality service delivery, monitors key metrics, and promotes a culture of accountability and operational excellence in alignment with Acrisure’ s...

About This Role As an Enterprise Account Executive (Commercial), you'll take ownership of a defined set of named accounts in the AECO vertical and drive both net new logo acquisition and account expansion. This could also include asset management. You'll be the first point of contact for prospective customers, making a compelling case for how aerial imaging can transform their workflows, and you'll structure and close deals with a thoughtful, strategic approach. On the growth side, you'll deepen relationships with existing customers by uncovering opportunities to expand their use of our products and drive broader adoption across their organizations. This role is built for someone who thrives in a dynamic, flexible environment and is excited to build on the strong foundation we've already established in this space. What we’re looking for in an ideal AE candidate:  You're a self-starter -- You hit the ground running every single day - not because someone is pushing you, but...

The Account Manager is responsible for interacting with customers on an executive level and acting as an extension of the client; understanding and communicating agreed upon expectations to field offices and increasing the market share of business by providing service that meets and exceeds customer expectations, stewardship reporting, commitment to customer goals, and introducing/selling/implementing additional services. This is a remote position. Candidate must reside in California. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Provide consultative customer services for one or more new or established accounts Introduce new services independently or with assistance as needed Handle local or regional accounts Manage accounts with revenue in one region and a minimum revenue amount of $1m per account with a combined revenue for all accounts of over $3m. Revenue growth with existing accounts Accounts Receivable - Responsible for all aspects of collections in...

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group’s member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered and enabled to perform at their best. Great American Custom, an underwriting division of Great American Insurance Group, dedicates itself to serving client needs and delivering outstanding service. We have made a name for ourselves as a full-service underwriting organization focused on long-term client relationships and...

Description The role is a Senior Construction Underwriting Manager to lead and scale our regional construction casualty practice. This is a hands-on leadership role responsible for building an elite underwriting culture, attracting and developing top-tier casualty talent, and growing a sustainable, profitable portfolio of construction accounts. You will own regional underwriting strategy, manage executive broker/agency relationships, and align regional execution with company initiatives.   To be considered for this role, candidates must reside within the specified geographic location. This position requires regular in-person visits with local brokers and agents, so remote hires outside the designated territory cannot be accommodated.   What You’ll Do Lead, coach and develop a high-performing underwriting team focused on construction casualty (auto, WC, GL, umbrella). Recruit and retain senior and mid-level underwriters and technical...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FOR   The Account Manager serves as the primary business contact for the client and is responsible for client satisfaction. The individual in this position is expected to consistently provide excellent customer service to accounts, as well as represent client needs and goals within the organization to ensure quality.  In addition, the Account Manager will build relationships with clients to encourage new and repeat business opportunities. A GLIMPSE INTO YOUR DAY Serves as a client...

Client Director  Join us as a Client Director to play a highly influential role in protecting our clients and growing our business.   Our Client and Broker Engagement (CBE) team manages AIG’s major client relationships across all product lines, as well as driving new business activity. The team serves major clients and broker partners through an elevated, personalized experience – our client-centric framework drives a consistent experience and best practice, while allowing flexibility to meet the client’s needs. The team serves major clients and broker partners through an elevated, personalized experience – our client-centric framework drives a consistent experience and best practice, while allowing flexibility to meet the client’s needs.  What you need to know:  AIG General Insurance has an exciting opportunity for a Client Director in Atlanta. The responsibilities will involve management of key client and broker relationships in the area. A successful candidate...

Job Description About Acrisure Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Summary: The Insurance Account Manager is responsible for quoting renewals on assigned accounts. This position will work closely with producers to ensure all business is placed appropriately and will follow-up on calls, documents and maintains and updates assigned accounts.  Role and...

MarshBerry is currently seeking a Vice President, Business Development .  The VP is primarily focused on new business origination but may also manage and execute certain investment banking or consulting projects. The VP will become a trusted advisor to prospects and clients by developing relationships and becoming an expert in all of MarshBerry’s products and services. They will focus on personal branding through networking, speaking engagements and authoring articles for MarshBerry and industry publications. Responsibilities : Generate new business for all of MarshBerry’s products and services nationally to achieve new business goals. Develop prospect and client relationships that drive value for our clients and lead to future business for MarshBerry. Identify issues effecting clients/prospects and develop strategies to effectively resolve these issues/concerns. Manage and execute client projects such as strategic planning, perpetuation planning, merger and...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.  We’re actively seeking a talented Senior Annuity Marketing Strategist to fill an existing role on our Marketing Strategy Team in Newport Beach, CA or Omaha, NE.  As a Senior Annuity Marketing Strategist, you’ll move Pacific Life, and your career, forward by driving the Consumer Markets Division’s growth and long-term success. This is a hybrid role that...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future – including your own. Pacific Life is on the lookout for a driven and innovative Manager, Applications Development to join our forward-thinking Illustrations Team . Our Illustrations platform is more than just a system – it's a key strategic differentiator that fuels enhanced customer experience and powers business growth across the organization. This role follows a flexible...

Job Description: Pacific Life is committed to investing in bright, agile, and diverse talent to drive innovation within our business and deliver exceptional customer experience. We are currently seeking a highly skilled Senior Executive Administrative Specialist II to join our Institutional Division. This hybrid position requires on-site presence in the Newport Beach, CA office for at least four days each week and reports directly to the CFO of the Institutional Division. In this role, you will provide comprehensive administrative and technical support to approximately 5-7 senior leaders and their teams, playing a pivotal part in organizational efficiency and success. Key Responsibilities Anticipate the needs of the assigned senior leadership team and ensure leaders are fully prepared with necessary materials and information to respond to demanding schedules and business requirements. Develop a strong understanding of the general...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking two talented Internal Account Managers - Annuities to join our Strategic Accounts team in Newport Beach, CA or Omaha, NE. As an Internal Account Manager - Annuities, you’ll play a key role in Pacific Life’s growth and long-term success by partnering closely with one or more External Field Directors to grow and maintain relationships with...