38 client relationship manager jobs found

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 meetings. Manages contracts and documentation including client financial statements, Summary Plan Descriptions, benefit communications, and other documents at the direction of client...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Nationwide Insurance is the 8th largest commercial carrier.  Our Risk Management & Client Solutions organization has over 100 Risk Management associates and technical staff.  Our commercial portfolio of accounts consists of traditional, middle market and national accounts.  Business segments include contractors, manufacturing, real estate management, service industries, retailers, etc. We are seeking a Specialist, Loss Control (Construction) who will be part of...

Company: Mercer Description: We are seeking a talented individual to join our Health & Benefits team at Mercer. This role will be based in Portland, OR.   As a Lead Health & Benefits Consultant , you will manage and advise client accounts for employers 2000+ lives 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, 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 strategies, driving the creation of tools and solutions to address complex client issues. Determine the full scope of services provided to clients and set...

Company: Description: Senior   Account Manager, Business Insurance     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   drive   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   Commercial Lines   Senior   Account Manager   with the Business Insurance team here 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 McLennan...

Company: Marsh McLennan Agency Description: Account Manager, Commercial Lines Small Business Unit 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   drive   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 Commercial Lines   Account Manager   with the Business Insurance team here 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 McLennan (NYSE:...

Company: Description: Account 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 drive 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 an Account Manager here 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 McLennan (NYSE: MMC). A day in the life: As an Account Manager within Private Client Services (PCS), you will be responsible for developing and...

The  Stewardship Account Manage r services as a trusted relationship manager and service partner to large veterinary practice clients, focusing on professional liability. There will be involvement in identifying cross-sell opportunities for the sales team. The Account Manager will handle a wide range of client service, policy quoting & retention, administrative, and billing functions to ensure exceptional customer experience and smooth policy administration. While primarily a remote position, occasional travel may be required for client meetings or internal team gatherings.   This role has an anticipated start date of March 2026. Your Impact: Serve as the primary point of contact for assigned veterinary practices within the AVMA program.   Manage day-to-day service of professional liability policies.  Focus on cross-sell/up-sell opportunities for L&H and Personal Lines teams.   Coordinate renewals, policy changes, endorsements, certificates, claims support,...

The New Business Sales Representative is responsible for promoting and selling assigned Pearl Insurance coverage(s) to prospective clients primarily through phone and email outreach. This role focuses on achieving monthly and annual sales goals while delivering exceptional service and support throughout the client’s first year of policy coverage. The Sales Representative serves as a trusted advisor and first point of contact for American Veterinarian Medical Association members and affiliated clients.   This role has an anticipated start date of March 2026. Your Impact:   Prioritize and manage sales leads from multiple sources, including inbound inquiries, marketing campaigns, CRM data, and internal lead lists (e.g., monthly sales funnel, daily activity report, website leads, etc.).  Conduct a high volume of outbound contact via the phone, email, and other channels to promote, quote, and sell assigned insurance products to new prospects.   Present quotes and...

The  Inside Sales Representative in this role is responsible for telephone marketing and sales of insurance products to members/clients. Meets established sales targets and other quality of business factors.   Assist customers with product information and recommendations for the life and health products offered through the Affinity Group. Work with business and marketing units to encourage and promote customer retention. Your Impact: Sells insurance products to prospective member/clients by making and receiving telephone calls. Prospects and produces new life, health, disability, dental and other product lines offered to Affinity Group Associations. Responsible for meeting individual sales and quality of business targets. Reviews and analyzes sales reports and other data to monitor progress towards stated goals and provides input to management to help identify opportunities to improve sales.  Utilize marketing campaigns, advertising, and other marketing methods to meet...

Company: Marsh McLennan Agency Description: Account Manager within the Business Insurance division   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 drive 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 Commercial Lines Account Manager with the Business Insurance P&C team here 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 McLennan (NYSE:...

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 Claims Adjuster l Workers Compensation l Portland, OR l Hybrid Are you looking for an opportunity to join a global industry leader where you can bring your big ideas to help solve problems for some of the world’s best brands?   Be a part of a rapidly growing, industry-leading global company known for its excellence and customer service.  Leverage Sedgwick’s broad, global network of experts to both learn from and to share your insights.  Take advantage of a variety of...

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 Claims Examiner l Workers Compensation l Portland, OR l Hybrid Are you looking for an opportunity to join a global industry leader where you can bring your big ideas to help solve problems for some of the world’s best brands?  Apply your knowledge and experience to adjudicate complex customer claims in the context of an energetic culture.  Deliver innovative customer-facing solutions to clients who represent virtually every industry and comprise some of the world’s...

Step into a role where you’re more than an Account Manager—you’re a trusted advisor, problem‑solver, and go‑to expert for our standard Personal Lines clients. In this role, you’ll deliver proactive, best‑in‑class service while helping clients navigate their coverage with confidence. You’ll partner closely with a supportive, high‑energy team and collaborate with producers across multiple RSC offices to deliver a seamless client experience. And because we’re big on developing our people, you’ll also have the chance to mentor PL Select Assistant Account Specialists, helping them grow their skills while elevating the strength of our team. If you enjoy building relationships, finding smart solutions, and working in an environment where no two days look the same—this role is built for you. Your Impact: Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations Leveraging personal insurance...

At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet families where they are. Further, we are the spouses, children, siblings, friends, and neighbors of those that need care—and we bring those experiences with us to work in serving our millions of policyholders each day.  We apply that same compassion and empathy as we work with each other and our local communities. Genworth values all perspectives, characteristics, and experiences so that employees can bring their full, authentic selves to work to help each other and our company succeed. We celebrate our diversity and understand that being intentional about inclusion is the only way to create a sense of belonging for all associates. We also invest in the vitality of our local communities through grants from the Genworth Foundation, event sponsorships, and employee volunteerism....

Position Summary The Manager, Contribution Accounting managers accounts receivable fund operations and supports client services, in accordance with Company guidelines, client needs and legislative requirements. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Provides daily leadership and supervision to staff consistent with management values and mission. Assigns, distributes, and monitors quality and quantity of work produced, ensuring employees are held accountable for consistently meeting quality and production requirements. Develops staff through performance management, goal setting, training, and effective employee relations. Maintains current knowledge of assigned Plan(s) and effectively applies knowledge. Optimizes workflows/processes, tools, and staff allocation to ensure efficient and cost-effective day to day operations....

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 Commercial Lines Account Manager to join our growing team in Portland, OR! The Commercial Lines Account Manager is responsible for the day-to-day servicing of assigned accounts. The Account Manager will work with one or more producers in our commercial lines department. Day to day servicing would include managing renewal timelines, answering routine coverage questions, ordering, and processing endorsements, policy checking, audit checking and processing, invoicing, issuing certificates of insurance and other duties as assigned. How You Will Contribute:   Responding to phone and email requests from clients, insurance companies, internal staff Validate coverage and rating for policies, endorsements, audits & cancellations. Ability to communicate effectively and build relationships with...

As the Direct Bill Supervisor, you will assume a pivotal role in overseeing the Direct Bill team while managing crucial relationships with offshore teams, carriers, brokers, and senior-level business operations. In this role, you will oversee the Direct Bill team and be accountable for the accuracy and efficiency of commission processing, reconciliations, and revenue management across Property & Casualty (P&C) and Life & Health (L&H) lines. You will act as the escalation point for issues. This role plays a key part in enhancing processes, developing training plans, and ensuring the health of the Direct Bill subledger. Additionally, you will define and track productivity metrics, lead team meetings, and provide coaching and mentorship to staff. *Please Note: This position is remote, but occasional travel may be required for training, meetings, and collaborative activities. The role also involves frequent overtime, particularly during month-end, year-end, and...

About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Why choose HUB? Throughout our network of more than 600 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development.  Our entrepreneurial culture fosters an...

CorVel leverages proprietary software to deliver claims management, bill review, and case management services. The User Configuration Specialist ensures accurate user set-up and access, supporting both internal and external stakeholders.   Multiple roles and permissions define user access levels, making accurate configuration critical to operational success.   The User Configuration Specialist must have a strong desire to learn and be able to follow policies and procedures.   The User Configuration Specialist will work under general supervision and demonstrate the initiative to expand their knowledge base as technologies change. The User Configuration Specialist will become a subject matter expert (SME) in user setup and application access controls. This role combines operational responsibilities focusing on user operations and configuration. This is a remote position. Qualified Candidates Must Have: Proven experience in setting up and maintaining users...

Title: Director, Client Relationship Department: Client Services Bargaining Unit: NBU Grade: N/A Position Type: Exempt Hours per Week: 40   Position Summary The Director, Client Relationship directly leads a defined book of business (BOB), comprising a set of named clients, in accordance with Company guidelines, client needs, and regulatory requirements. The Director, Client Relationship acts in a mentorship role to their BOB's assigned team. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Manages all aspects of the client relationship and account management activities of the assigned client(s) to retain and strengthen client relationships. Directs the execution of a defined account strategy, remaining abreast of the specific needs of each assigned client, to develop a value-based client...