38 assistant client manager jobs found

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 Develop and submit underwriting 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 Assistant and Associate Underwriters Qualifications Bachelor’s degree or equivalent combination of education and experience   Minimum 3 years of commercial lines underwriting or brokerage experience required, excess & surplus experience preferred Demonstrated proficiency in sales and marketing...

Description Summary: Responsible for generating and expanding client relationships by providing expert payment solutions and recommendations in the small business space from $0-$3 million.  You will also partner with branches to identify new sales opportunities for merchant services while also coaching branch staff, calling on prospects/clients, managing leads, making presentations, closing sales, managing appointments and schedules, attending leadership meetings and keeping your partners engaged in your referrals and calling efforts. For this role, candidate must be located in the Minneapolis, MN area. Duties and Responsibilities: Actively prospect and build relationships with new clients, converting leads into valuable partnerships.  Sell a range of solutions (Visa, Mastercard, Amex, Discover, check processing, gift cards, ACH) and navigate complex hardware and software needs. Build pipeline,...

Description Job Summary The Treasury Management Service Specialist I provides onboarding, maintenance, and day‑to‑day service support for Business Banking and Commercial clients. This role supports clients with core to moderately complex treasury needs, is designed as the foundational entry point into the Treasury Management Service Specialist career path, and focuses on executing standard implementations, supporting client adoption, and resolving routing service issues while building the skills required to progress into more complex treasury work. The TM Service Specialist partners with Relationship Managers, Treasury Sales, Operations, and Product teams to deliver accurate implementations, timely service, and a positive client experience. Key Responsibilities Client Onboarding & Implementation Execute standard treasury onboarding, implementation, and product maintenance for Business Banking and...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. The Canopy Group is seeking a Commercial Lines Sales to join our growing team in Minnetonka, MN. Our energetic agency conducts ongoing successful marketing campaigns, generating numerous incoming leads for our producers every month. A successful candidate maintains a P&C license, is a team player with superior communication skills and thrives in a fast-paced work environment. How You Will Contribute: Act as a consultant to prospective and current clients. Fast-paced work in getting quotes out to prospects while staying in the sales process guidelines. Ability to learn and utilize company-approved software and business system applications. Ability to analyze data, insurance policies, loss runs, and financial statements. Ability to work within a regulatory environment. Organizational skills with discipline and...

Description Summary: HFA Service Specialists II provides client relationship building partnerships with Advisor(s) and is responsible for the day-to-day activities and interaction between the client and Huntington, in terms of the establishment, documentation and maintenance of the relationship.  ​ Duties and Responsibilities: Day to day activities and interaction between the client and Huntington in terms of establishment, documentation, maintenance and servicing of the relationship, including the Digital Experience. ​ Services customers by providing detailed information on specific accounts and building rapport.  Responsible for identifying, researching, analyzing and resolving complex problems with accounts. ​ Works directly with the client and/or relationship manager to obtain financial information or other documentation needed for new accounts, loans and servicing requests. ​ Responsible for...

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 hybrid position. 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 conjunction with the respective operations...

Company: Mercer Description: We are seeking a talented individual to join our Health & Benefits team at Mercer. This role will support markets in Chicago, Minneapolis or Southfield. This is a hybrid role that has a requirement of working at least three days a week in one of these offices. As a   Senior Lead Health & Benefits 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...

Company: Marsh McLennan Agency Description: Client Manager – Private Client Services 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 drives 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 Client Manager 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 (NYSE: MRSH). A day in the life. The Personal Lines Client Manager will work with Producers and other Personal Lines Client Service...

MSIG USA continues to grow!  Company Overview: MSIG USA is the US-based subsidiary of  MS&AD Insurance Group Holdings, Inc. , one of the world’s top P&C carriers and a global Class 15 insurer, with A+ ratings and a reach that spans 40+ countries and regions. Leveraging our 350-year heritage, MSIG USA brings the financial strength, expertise, and global footprint to offer commercial insurance solutions that address your business’s unique risks. Summary/Job Purpose: Underwrites profitable property business on a nationwide basis in accordance with Corporate goals. Essential Functions: Selects and underwrites complex property risks within delegated underwriting authority. Reviews applications and requirements to determine acceptability of risk in accordance with Company guidelines and standards. Perform all aspects of the underwriting process and due diligence including review and analysis of financial documents and individual risk factors....

  Our Retirement team combines expertise in retirement, actuarial, compliance and administration consulting to support global organizations worldwide in designing, managing, administering, and communicating all types of retirement plans. Whether a client has a defined benefit pension, and/or a defined contribution plan, we collaborate with the organization to determine the right approach to design, funding, investing, governing, compliance, administration and employee engagement that fits their specific goals. You will contribute to our national project delivery team and make a valuable difference every day to our high-profile client organizations focusing primarily on defined contribution plans. One of the fastest growing areas of our retirement business is assisting clients with various special projects requiring defined contribution expertise.  You will have the opportunity to significantly enhance your knowledge of all aspects of benefit plan compliance, design and...

To provide day-to-day service and support to specifically assigned new and existing VIP clients of the Agencies business such that objectives for profitability and growth are met.   Job Duties and Responsibilities (Essential Job Functions) Support sales programs and long-term objectives to enhance business strategy and achieve goals relative to profitability, cost control and organizational effectiveness. (30-40%) Support Sales team for new business. Research and answer calls and emails from clients, producers, carriers and third parties. Advise clients regarding insurance coverage and risk management issues. Process policy changes, renewals, and cancellations. Handle claims and billing inquiries. Foster and maintain good working relationships with Agency Producers and insurance company underwriters. Perform annual account reviews for each assigned client (30-40%) Work with existing clients to round accounts by identifying additional needs, providing...

The Client Advocate supports client relationship and strategy at the insurance program level, in conjunction with a Senior Relationship Manager on complex and middle market accounts. The Client Advocate marshals WTW resources to provide coordinated service and placement to meet the client’s insurance and risk management needs. Through their understanding of the business, the Client Advocate supports new business efforts and identifies opportunities to maximize the profitability of existing clients by account rounding. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.   The Role Colleagues in this role will support assigned clients. They will work independently with Middle Market clients, some complex and/or with a team for those with the most complex programs. This role is based in the Minneapolis area. Retain and grow existing book of business, develop, and strengthen client relationships....

Company: Guy Carpenter Description: We are seeking a talented individual to join our team at Guy Carpenter. This role will be based in Edina, Minnesota . This is a hybrid role that has a requirement of working at least three days a week in the office. This role serves as an intermediary between clients and reinsurers, handling the processing of technical transactions while ensuring compliance with contractual obligations, managing timely payment settlements, and securing year-end collateral. Additionally, it involves collaborating with colleagues to drive innovation and improve service delivery. We will count on you to: Act as an intermediary between clients and reinsurers Responsible for processing technical transactions (e.g., invoicing and reporting) and ensuring they meet contractual obligations Manage the timely settlement of payments and secure year-end collateral Collaborate with peers to innovate and enhance service delivery.  What you need...

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℠. Job Description The Vice President, Premium Audit,   is responsible for   leading a large, complex function that drives premium accuracy, operational efficiency, and an exceptional customer experience. This role   sets   tactical plans for the Premium Audit operating model, modernizes processes and technology, and ensures the function delivers   accurate , compliant, and cost - effective audit outcomes. The VP oversees multiple teams led by managers and supervisors, along with a significant external vendor network, and is accountable for workforce strategy, financial stewardship, and continuous improvement across the audit lifecycle.   Strategic...

Description About the role As an Inland Marine Underwriter on the GRS Inland Marine team, you will underwrite a diversified book of inland marine with a focus on Builder’s Risk and Construction Property. You’ll partner with agents, brokers, risk engineers and claims to evaluate complex, high-value placements (e.g., contractors’ equipment, builders’ risk, and other construction property risks). Using analytics and underwriting judgment, you’ll price risk, set terms and conditions, negotiate deals, and manage account performance to maximize profitability and achieve strategic growth.   What you’ll do   Manage a portfolio of inland marine accounts, with emphasis on Builder’s Risk, including project-based policies (single project and Master Builder’s Risk programs. Analyze construction schedules, project values, contract types (GC/CM, Design-Build, EPC), contractor/subcontractor quality, site conditions, testing & commissioning exposures,...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Employee Benefits Account Executive to join our growing team in Minneapolis, MN! How You Will Contribute All responsibilities that fall within the Account Manager role.  Proactive development and execution of client benefit strategy. Proficient level of compliance, benchmarking, renewal & marketing, reporting & analytics, and able to perform these functions with little guidance from the team lead. Independently or in partnership with Team Leader, leads client meetings and presentations.  Coordinates onboarding of new clients. Strong knowledge of and relationships with vendors. Delegates tasks, training and onboarding as appropriate. Monitors and recommends opportunities for client revenue enhancement. Licenses & Certifications: Must obtain and maintain...

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℠. Job Summary The Project Management Office provides support to approved initiatives, ensures effective standard project delivery, adherence for framework at the imitative level and application of structured project management discipline. The Senior Project Manager will be responsible for managing projects for the overall company. This role will facilitate achievement of Arch’s strategic goals through end-to-end management of projects, and portfolios.  Responsibilities Manage projects end-to-end, working with business subject matter experts Provide teams, including senior leaders, with regular communications regarding project status, outstanding risks, issues, any necessary...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is Seeking a Senior Benefits Consultant to join our growing team in Minneapolis, MN . To act as the primary contact in the consulting capacity, to administer client benefit marketing and renewals, and daily service functions.  To develop and manage client block of business and pursue additional revenue opportunities with Relationship Manager. To assist in the management of Account Team and to act as a resource to the department. How You Will Contribute Fully manage book of business, retention and growth. Development and execution of client benefit strategy. Independently advises clients on all areas of compliance. Proficient level of compliance, benchmarking, renewal & marketing, reporting & analytics, and able to perform these functions with little guidance. Strategic resource, financial strategy...

Company: Mercer Description: We are seeking a talented individual to join our Health team at Mercer, a Marsh business. This role will be based in Minneapolis and offers a hybrid work arrangement, requiring a minimum of three days per week in the office. As the Health & Benefits Consultant , you will play a pivotal role in shaping the future of employee benefits for our clients. In this dynamic position, you will perform in-depth analyses for larger, complex clients, collaborating with Mercer subject matter experts to deliver exceptional results. Additionally, you will have the opportunity to mentor and guide junior team members, fostering a culture of quality and accuracy in all deliverables. Join us and make a meaningful impact in the world of health and benefits! We will count on you to: Provide financial, contract, and administrative analysis while managing portions of client projects and addressing ad hoc operational requests Support financial review...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Casualty Account Executive to join our growing team in Minneapolis, MN!   This role is responsible for designing, marketing, and implementing middle‑market insurance programs for clients. It involves leading strategic planning discussions to recommend risk‑transfer solutions, coordinating services between clients and insurance carriers, and providing ongoing consulting and advice. The position requires independent decision‑making regarding program design, marketing strategy, and client communication, while delegating administrative tasks to support staff. How You Will Contribute: Develops knowledge of a client’s business and industry and their specific risk profile though their business model, asset portfolio, product and cash flow, loss history, etc.  Identifies the client’s exposure to loss...