75 client manager jobs found

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. 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...

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 Leave of Absence Coordinator Leave of Absence Coordinator Our teams thrive together! We collaborate onsite and embrace a flexible hybrid work arrangement. All candidates must live near our Center of Excellence in Eden Prairie, MN : 📍 11000 Prairie Lakes Dr, Eden Prairie, MN 55344 ✨ What we offer: A stable, consistent work environment —both in-office and virtual $19.31 per hour A comprehensive training program to help you support...

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   Administrative Coordinator   to join our growing team in   Minneapolis, MN!     The Administrative Coordinator is responsible for providing a broad variety of administrative and staff support services for the Service Team and/or Office. May collect and interpret data to produce reports; conduct special projects; coordinate meetings, conferences, presentations and travel arrangements; and compose correspondence and other documentation as needed.  Frequently uses PC software packages for word processing, graphics, spread sheets, printing certificates of insurance, etc.  Specific job duties vary by area/assignment.     How You Will Contribute:     Performs a broad variety of administrative duties and staff support services for an assigned group or manager....

Client Advisor Priority Business - SA08DE 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 are seeking a customer‑focused Priority Business Client Advisor to support a Book of Business of 100–499 lives within our Minneapolis, MN market. In this role, you’ll serve as the primary contact for complex service needs, billing and claims inquiries, eligibility and EOI support, renewal coordination, post-implementation activities and customer education on Hartford tools and processes. You will also manage plan changes, acquisitions, onboarding activities, and provide both virtual and in‑person training when needed. You’ll partner closely with the Regional Account Executive to drive retention, growth opportunities, and...

Job Description: We are looking to add a Sr. Risk & Safety Consultant to join our Property Casualty team in Minneapolis, MN . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Serve our current clients by identifying areas for improvement in their risk management programs and providing solutions to close noted gaps. Services provided include all insurable risks (workers’ compensation, auto, property, and liability, etc.), regulatory compliance and reporting, and include loss sensitive and captive risk management programs. Provide analysis, consultation, oversight and direction of large and complex clients’ risk management programs and processes. Assist clients in enhancing their safety performance and culture. Provide on-site and remote client services such as: training seminars, on-site hazard assessments,...

Purpose of Job Plays a critical role in safeguarding agency retention by proactively managing policy expirations and renewals. Monitors expiration reports, identifies policies at risk of non-renewal, and collaborates with account managers to ensure timely renewals. Works closely with client service teams to resolve premium payment issues and communicates with producers regarding first-year policies at risk of cancellation. Job Duties and Responsibilities (Essential Job Functions) Common job activities are listed below; actual position responsibilities may vary. Refer to your manager or human resources for specific duties and performance expectations. Expiration Management & Renewal Facilitation ( 50 - 60 %) Monitor and analyze expiration reports to identify policies at risk of non-renewal. Partner with account managers to prioritize and facilitate timely renewals. Update Applied Epic to reflect accurate policy status upon expiration, renewal, or...

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)   1. 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. 2. Perform annual account reviews for each assigned client (30-40%) 3. Work with existing clients to round accounts by identifying additional needs,...

Provides administrative support for the department/office. Assists with special projects as needed and provides backup to other office staff in their absence. May serve as liaison between perspective client, real estate agents, vendors, or other departments. May provide work direction to other clerical staff.  Job Duties and Responsibilities (Essential Job Functions) Common job activities are listed below; actual position responsibilities may vary.  Refer to your manager or human resources for specific duties and performance expectations. Answer phone, schedule appointments, provide information, greet customers, orient clients to office/department services and personnel, and respond to information requests. Enter data, maintain and monitor data files, create files and documents, produce reports, process and verify paperwork, prepare billings, process invoices, proof documents, prepare mailings, prepare packets and handle correspondence, may provide recordkeeping...

Are you a dynamic, results-oriented professional seeking a challenging and rewarding career? If so, this role may be the perfect fit for you! At HUB, we value education, innovation, and continuous learning, and we’re excited to support you on your career journey. As a Crop Account Manager, you will service new and existing accounts by HUB Broker Standards accordingly to their policies/procedures. They will complement Sales Executive responsibilities in the surrounding states mainly MN, ND, SD, IA, and NE for new business development and existing client perpetuation. Your job responsibilities as a Crop Account Manager: Work with client/sales executive in gathering marketing data for new and renewal quotes Obtain quotes from carriers for new and existing business Provide exceptional service with accuracy and timeliness in processing all policy documents Develop and maintain relationships with carrier representatives and remain educated on carrier products 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...

Description Summary: The Managing Director -Healthcare Banking prospects and develops upper middle market banking relationships targeting companies with revenues $75M and above within assigned geographic territory in the Healthcare sector. They draw upon established network to drive bank / customer profitability via loans, deposits, Treasury Management, fees, and capital markets. They provide customers valuable insights and introduce product and service partners to meet customer needs. They work in concert with portfolio management partners, to structure loans, manage underwriting and credit approval process, ensure appropriate documentation, and manage closing of complex commercial loans. Duties and Responsibilities: Develops and deepens relationships with clients and prospective Healthcare clients through consultative selling and introductions to appropriate bank partners in treasury management, capital...

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   Property Account Manager​   to join our growing team in   Minneapolis, MN!       The Property Account Manager will p rovide high quality customer service while assisting in the coordination of services between the client and the insurance company.  Participates in the marketing process and provides clerical support to the team.      How You Will Contribute:     Responds directly and promptly to client inquiries and requests while keeping the rest of the Service team advised.  Accurately prepares, processes, reviews and monitors various documents such as certificates of insurance, Auto ID cards, binders, audits, endorsements, renewal information request forms, draft of insurance specifications, draft of proposals, etc.  Collects and analyzes...

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...

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....

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 Opportunity Are you a visionary leader ready to drive operational excellence in a thriving insurance brokerage? As an Employee Benefits Operations Manager at M3, you'll be at the forefront of our Employee Benefits Client Services operations, leading and developing a dynamic team of Client Service professionals. This role offers an exciting combination of strategic leadership, team development, and client service excellence, making it an ideal opportunity for ambitious managers looking to make a transformative impact in a growing organization.   How You Will Make an Impact Take ownership of Employee Benefits Client Services operations, providing leadership and development support to ensure exceptional service delivery and professional growth across the team. Drive performance excellence through continuous evaluation, coaching, and feedback, ensuring agency professionalism and high-level technical expertise. Design and implement workflow procedures...

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...

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...

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 Care Team Representative Entry-level, Care Team Representative Our teams thrive together! We collaborate in person and embrace a flexible hybrid work style. To join us, you’ll need to live near one of our dynamic Centers of Excellence📍 Eden Prairie, MN: 11000 Prairie Lakes Drive, Eden Prairie, MN 55344 ✨ What we offer: A stable, consistent work environment —both in-office and virtual A comprehensive training program to help you support employees and...

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...