22 private client services client manager jobs found

The Account Manager, Private Client will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic advisor for coverage related inquiries and analysis, driving renewal efforts, and partnering with producers on prospective marketing initiatives.  Additionally, this role will help to educate clients regarding their protection limitations and opportunities and help drive enterprise growth through cross-sell and up-sell initiatives. Your Impact: Building and maintaining constructive and effective relationships with internal and external clients by meeting and exceeding service expectations for assigned book of business Actively service and retain existing accounts to mitigate client risk and exposure Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files in agency management system Respond to client inquiries, service requests and...

Our Parent Company in Milwaukee, WI is growing and looking to add experienced professionals to our   P&C team!   This is an opportunity to step into a client-facing, strategic role where you’ll have ownership, influence, and the ability to make a meaningful impact on both clients and their employees.   These roles are ideal for individuals with a strong background in servicing and managing client relationships who enjoy collaborating with internal teams to deliver exceptional service, support compliance, and drive new business opportunities. WHAT YOU’LL DO: · Designs, markets, and implements the most complex insurance programs. · Conducts strategic planning meetings with clients to discuss and recommend risk management programs. · Coordinates services between the client and the insurance company and provides day-to-day consulting and client advice. · Delegates to others and responsible for providing leadership and management to ensure all tasks are performed in...

  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...

Step into a role where you’ll build lasting client relationships and drive real impact. As a Mid‑Market Account Manager, you’ll own a focused book of business while serving as a trusted advisor—handling day‑to‑day needs, offering clear insights through data, and delivering a seamless, high‑quality client experience. You’ll collaborate closely with vendors, carriers, and internal teams, and you’ll also support Team Leaders and Account Executives on larger accounts, giving you valuable exposure to more complex client work. You’ll play a key part in accelerating growth by identifying opportunities to expand your clients’ coverage and deepen partnerships within your portfolio. Success in this role comes from a strong foundation in employer‑sponsored health and welfare plans and a solid grasp of the federal and state regulations that guide them. If you’re driven, client‑focused, and ready to grow your career in a dynamic brokerage environment, this is your chance to excel. Your...

Are you the person who actually enjoys digging into the numbers? The one who sees trends others miss and turns raw data into real strategy? R&R Insurance is looking for a Senior Benefits Analyst to support our growing Employee Benefits practice. This role is ideal for someone who thrives in financial modeling, understands both self-funded and fully insured plan structures, and wants to play a meaningful role in shaping client strategy. You won’t just crunch numbers. You’ll influence renewal strategies, support producers with data-backed insights, and help clients make confident, informed decisions. What You’ll Do Financial Modeling & Analysis Prepare the financial components of client and prospect presentations Model claims and cost projections for self-funded plans, including stop-loss deductible evaluations Review and analyze fully insured renewals and funding scenarios Identify trends in utilization data and translate findings into actionable...

About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking an Account Executive to join our growing team. Our Account Executives are pivotal in delivering exceptional service and innovative insurance solutions to our clients. In this role, you will be responsible for managing and growing a portfolio of...

Job Description About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking an Account Executive to join our growing team. Our Account Executives are pivotal in delivering exceptional service and innovative insurance solutions to our clients. In this role, you will be responsible for managing and...

The Opportunity Are you ready to embark on a fulfilling career journey as an Employee Benefits Client Manager? If you’re passionate about providing exceptional client service, building strong client relationships, and have a knack for problem-solving, this is the opportunity for you. In this role, you'll be at the forefront of supporting our sales efforts, ensuring client satisfaction, and navigating the ever-evolving landscape of commercial insurance. This role isn't just about managing accounts—it's about forging lasting connections, providing unparalleled service, and contributing to the success of our clients and our team.  gain valuable experience in insurance while working in a collaborative and supportive environment where your skills and expertise are valued.   How You Will Make an Impact Collaborate with our dedicated sales staff to write new business, retain clients, and deliver exceptional service. Organize workflow, schedule appointments, and...

  The Opportunity Are you a dynamic leader ready to drive digital product delivery excellence in a fast-paced technology environment? As a Delivery Manager in our Digital department, you'll be at the forefront of planning, coordinating, and overseeing the successful delivery of digital products and technology solutions. This role offers an exciting combination of strategic planning, cross-functional collaboration, and hands-on delivery management, making it an ideal opportunity for experienced professionals looking to make a transformative impact in product delivery operations.   How You Will Make an Impact Take ownership of day-to-day delivery and operational execution, actively managing sprint and delivery activities while partnering closely with Product Managers to ensure seamless product delivery Drive performance excellence through detailed delivery planning, release scheduling, and continuous process improvement across cross-functional teams...

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   DentaQuest manages dental and vision benefits for more than 33 million Americans. Our outcomes-based, cost-effective solutions are designed for Medicaid and CHIP, Medicare Advantage, small and large businesses, and individuals. With a focus on prevention and value, we aim to make quality care accessible to improve the oral health of all....

  The Opportunity We are seeking a dynamic Business Operations Advisor to serve as a technical expert and consultant to our Client Service teams. This individual will play a pivotal role in designing and delivering training programs, supporting our insurance licensing processes, and leading system-wide technical initiatives with education and learning components. The ideal candidate will be a trusted consultant who specializes in core product lines while serving the broader organization through cross-departmental initiatives. This role requires someone who can assess training needs, develop comprehensive curriculum, and manage vendor partnerships while maintaining the highest standards of quality and efficiency. This role is instrumental in ensuring our M3ers continue to grow and develop the technical knowledge and skills necessary for success.   How You Will Make an Impact Conduct training needs assessments and develop comprehensive training programs for M3...

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   Job Description: The Service Desk Manager   will   provide hands-on leadership for a   DentaQuest /   Sun Life IT Service Desk, serving as the primary operational interface between IT and the business. This hybrid role reports to the Service Desk Director and oversees a team of six professionals supporting...

Job Mission :          The primary role of the Associate Account Manager (AAM) is to complete specific tasks on an assigned book of business at the direction of the Client Service team on the book. (AM, SAM, AE, SAM) They must be process focused with an organized approach to a significant volume of transactional work. For the tasks they perform, the AAM is responsible for data integrity in the service system of record. They will be provided growth by being assigned stretch assignments to have some client interaction.  The AAM will work directly with the Client Service team, taking direction primarily from the Sr Account Manager or Account Manager. Key Responsibilities: Day to Day Client Service: Complete the following tasks as requested by the Account Manager or Senior Account Manager: Issuance of renewal of mid-term Certificates or Auto ID cards Policy checking and processing Endorsement and Audit checking and processing Generate requests for invoices on...

The Account Manager’s main responsibility is to manage daily client service needs for a designated book of business, which may be overseen by a Producer or Account Executive responsible for service, placement, and business development. This role involves extensive use of system tools and frequent client communication via email or phone. The Account Manager must strictly adhere to corporate procedures, including maintaining data integrity within the system of record. As a key part of the client team, the Account Manager also provides guidance to any third-party vendors managing aspects of the account                                                                                         Your Impact​  •    Client management:  •    At the direction of the Producer or Account Executive (Prod/AE), participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering  •    Manages a renewal book of business, including creation of...

Our Parent Company in Milwaukee, WI is growing and looking to add experienced professionals to our   Employee Benefits team!   This is an opportunity to step into a client-facing, strategic role where you’ll have ownership, influence, and the ability to make a meaningful impact on both clients and their employees.   These roles are ideal for individuals with a strong background in servicing and managing client relationships who enjoy collaborating with internal teams to deliver exceptional service, support compliance, and drive new business opportunities. The Employee Benefits Consultant will work closely with clients and producers to service new and existing accounts to achieve Agency sales goals and service standards. On accounts with no assigned producer, the expectation is that of a Producer. This individual is responsible for securing the retention of specifically assigned Employee Benefits accounts, via both internal and external renewal responsibilities....

  The Opportunity We are seeking a motivated Business Insurance Associate to join our M3 Sales Development Track, a comprehensive career development program designed to launch your rewarding insurance career. This role offers the perfect opportunity to leverage your existing skills while expanding your industry knowledge, insurance acumen, and business expertise. The ideal candidate will be eager to learn, relationship-focused, and ready to make an immediate impact in both sales and service activities. You'll work closely with our experienced team members, gaining hands-on experience across all aspects of the insurance business while contributing to our team's success from day one.   How You Will Make an Impact Acquire essential industry and product line knowledge in Employee Benefits Demonstrate business acumen and relationship building skills to consult effectively with business leaders Collaborate with sales leadership to identify, research, and...

The Opportunity Are you ready to embark on a fulfilling career journey as an Employee Benefits Client Manager II? If you’re passionate about providing exceptional client service, building strong client relationships, and have a knack for problem-solving, this is the opportunity for you. In this role, you'll be at the forefront of supporting our sales efforts, ensuring client satisfaction, and navigating the ever-evolving landscape of employee benefits. This role isn't just about managing accounts—it's about forging lasting connections, providing unparalleled service, and contributing to the success of our clients and our team.  Gain valuable experience in insurance while working in a collaborative and supportive environment where your skills and expertise are valued.   How You Will Make an Impact Collaborate with our dedicated sales staff to write new business, retain clients, and deliver exceptional service. Organize workflow, schedule appointments, and...

What You’ll Do As an Account Manager II, you’ll manage day-to-day service responsibilities for employee benefits clients while acting as a knowledgeable, dependable partner throughout the client service cycle. Client Relationship & Service Management Independently manage a book of fully insured and level-funded employee benefits clients (generally 2–100 enrolled employees) Serve as the primary day-to-day contact for assigned accounts, ensuring strong relationships and client satisfaction Lead renewals, annual reviews, and ongoing plan support, including claims, billing, enrollment, and service issues Present renewal data, plan comparisons, and market analysis to clients in partnership with the consultant Manage implementations and carrier changes from start to finish Collaboration & Team Support Attend client meetings (including in-person meetings) alongside consultants as needed Mentor and support Account Manager I team members Work...

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.  Scope:     The Placement Assistant supports the Placement Team in the marketing and placement of insurance programs for both prospective and renewal accounts. This role is instrumental in submission preparation, data entry, document generation, and carrier communication. The individual will serve...

The Opportunity Are you passionate about providing exceptional client service and ensuring data accuracy? Join our team as an Employee Benefits Client Specialist and play a vital role in supporting our Employee Benefits (EB) Department! In this dynamic position, you'll collaborate closely with service and sales teams, utilizing your organizational prowess to maintain client satisfaction and data integrity. If you thrive in a fast-paced environment where your attention to detail and dedication makes a real impact, we want to hear from you!   How You Will Make an Impact Provide invaluable support to EB service and sales teams, fostering strong client relationships Execute precise data entry into our cutting-edge agency management system, ensuring accuracy and efficiency Serve as a liaison between our agency and carrier partners, gathering and organizing renewal and marketing information Offer project assistance to Client Managers, contributing to the...