68 senior client relationship executive jobs found

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. About the role: The Senior Consultant will focus on leading client projects. They will not have direct sales responsibilities, but they will be expected to support sales activities when an opportunity is identified by our leadership and sales organizations, or a lead comes directly from the market. When managing a client engagement, the Senior Consultant will generally serve as the day-to-day project manager, but there could be instances where the Senior Consultant is overseeing the project with a project manager reporting to the Senior Consultant. Project leadership responsibilities will vary by project, but will typically include project management, document preparation, data analysis and assimilation, meeting facilitation, and client/service provider communication. Essential Duties and Functions include the following....

Position Summary: The Association Insurance Advisor is an embedded insurance leader operating a co-owned virtual insurance agency inside a trade association. This role serves as the on-site face of the association’s insurance solution and is responsible for association integration, member engagement, relationship credibility, growth enablement, and execution of commercial insurance placements. While this role involves placing and servicing individual commercial insurance accounts, success depends primarily on trusted presence within the association, influence with leadership, and the ability to drive member adoption of the insurance program. Supervisory Responsibilities: None initially. This role is expected to evolve into a leadership position as service and operational support is added with scale. Essential Tasks: Embedded Association Leadership Operate as the embedded insurance representative inside association headquarters, building daily credibility with...

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: As an Enterprise Account Executive for Complex Accounts at Acrisure, you play a crucial role in driving Total Client Growth, delivering exceptional client experience, and managing complex, enterprise-level insurance relationships. This...

Position Title Branch Banking Client Consultant II   Location Boynton Beach, FL 33472-4423   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: JOB   RESPONSIBILITIES     Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client introductions to the right...

Position Title Branch Banking Client Consultant II   Location Coral Springs, FL 33065-5042   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: JOB   RESPONSIBILITIES     Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client introductions to the right...

Position Title Branch Banking Client Consultant II - Licensed   Location Deerfield Beach, FL 33442   Job Summary Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: JOB RESPONSIBILITIES Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team...

Position Title Branch Banking Client Consultant III - Licensed   Location Boca Raton, FL 33498-6797   Job Summary A Branch Banking Client Consultant III - Licensed leverages extensive knowledge in banking, investments, and lending to help clients achieve their financial goals. Individuals in this position typically hold applicable investment and mortgage licensing, and have a proven success in consultative sale. The Client Consultant III plays a significant role in the branch sales execution while maintaining strong operational standards.   Job Responsibilities: JOB   RESPONSIBILITIES   Sales Performance:   support growth of branch by achieving growth targets in financial performance (deposits loans, and non - interest income .   Client Experience:   deliver client engagement and education --using   the tools and systems available.   Meet behavioral activity goals as defined by retail leadership including, but not limited to,...

Position Title Branch Banking Client Consultant II - Boynton Beach FL   Location Boynton Beach, FL 33426-4209   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client introductions to the right team member(s) to...

Position Title Branch Banking Client Consultant II - FLOAT/TRAVEL - Delray Beach FL   Location Delray Beach, FL 33446-1395   Job Summary Branch Banking-Client Consultant II-Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans,...

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 Surety Account Manager to join our growing team! The Surety Account Manager, on behalf of our customers, acts as their Surety Agent, securing the required Surety coverage to meet the customer’s obligations to its obligees. Account Managers develop strong relationships with customers and use their understanding of their businesses to best represent our customers’ needs and present acceptable submissions to the Surety markets. How You Will Contribute:   Adhere to Brown & Brown's compliance standards and procedures, including meticulous documentation, timely responses, processing timelines, and professional conduct. Serve as a primary point of contact, promptly responding to customer and carrier inquiries via email and phone, providing expert guidance and solutions. Independently manage a...

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 Dealer Servicers is seeking an Automotive F&I Account Executive​ to join our growing team in Clearwater, FL! The Automotive F&I Account Executive will effectively service current accounts/clients through professional coaching and development efforts within assigned territory to enhance dealer F&I performance. Consistently promote the UDS/BBDS brand to prospective dealers within your assigned market and make appropriate and timely referrals to the BBDS Sales Team. How You Will Contribute: Grow production with current accounts/clients through dedicated coaching and development visits per the assigned service cycle. Prospect for new dealer relationships and client acquisitions. Conduct quality sales meetings, compliance audits and monthly/quarterly/annual F&I reviews. Develop...

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 Analyst to join our growing team in Miami-Dade, FL! The Employee Benefit Analyst’s primary responsibility is to analyze information to create financial deliverables for current and prospective Brown & Brown clients, particularly for large group fully-insured clients as well as those with self-funded benefit programs. How You Will Contribute:   Responsible for the financial analytics for clients that are over 100 lives, as well as those that are self-funded Prepare analyses in accordance with client service calendar financial meetings. Analyses may include but are not limited to: Market review analysis Renewal rate and funding projections and modeling Analysis of claims utilization Rate and contribution analysis Benchmarking Financial funding analysis...

Position Summary:  The Commercial Lines Client Service Manager   is responsible for assisting producers and clients in maintaining insurance coverage for commercial lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations. Supervisory Responsibilities: None Essential Tasks: Prepare endorsement requests to send to insurance carriers Follow-up on receipt of endorsements to existing policies Processing endorsements, including invoicing and delivery to client Processing of audits, including verification of rates, exposures, and prior premiums Handling/processing of cancellations and billing issues Communication with staff and clients as needed to gather needed information for changes to policies Knowledge of and adherence to, agency procedures Provide technical support to Marketing Executives and Producers as needed Establish and maintain relationships with both internal and external clients Core...

Position Summary:  The Commercial Lines Client Service Manager   is responsible for assisting producers and clients in maintaining insurance coverage for commercial lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations. Supervisory Responsibilities: None Essential Tasks: Prepare endorsement requests to send to insurance carriers Follow-up on receipt of endorsements to existing policies Processing endorsements, including invoicing and delivery to client Processing of audits, including verification of rates, exposures, and prior premiums Handling/processing of cancellations and billing issues Communication with staff and clients as needed to gather needed information for changes to policies Knowledge of and adherence to, agency procedures Provide technical support to Marketing Executives and Producers as needed Establish and maintain relationships with both internal and external clients Core...

Position Summary:  The Commercial Lines Client Service Manager   is responsible for assisting producers and clients in maintaining insurance coverage for commercial lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations. Supervisory Responsibilities: None Essential Tasks: Prepare endorsement requests to send to insurance carriers Follow-up on receipt of endorsements to existing policies Processing endorsements, including invoicing and delivery to client Processing of audits, including verification of rates, exposures, and prior premiums Handling/processing of cancellations and billing issues Communication with staff and clients as needed to gather needed information for changes to policies Knowledge of and adherence to, agency procedures Provide technical support to Marketing Executives and Producers as needed Establish and maintain relationships with both internal and external clients Core...

We are seeking a highly motivated and customer-focused Account Manager to serve as the primary liaison between clients and internal departments throughout the implementation and ongoing management of warranty and protection product programs. This role combines account management, project coordination, and customer relationship management to ensure successful program launches, exceptional client experiences, and continued growth of existing partnerships. The ideal candidate will possess strong communication and analytical skills, experience in the warranty or service contract industry, and the ability to manage multiple projects simultaneously. This individual will work closely with Sales, Operations, Product, Compliance, IT, Claims, and Finance teams to facilitate seamless onboarding, support revenue growth initiatives, and identify opportunities to expand product offerings within existing accounts. Minimum Qualifications: Bachelor’s Degree or 10+ years of equivalent work...

Position Title Branch Banking Client Platform Specialist   Location Delray Beach, FL 33446-1395   Job Summary The Branch Banking Client Platform Specialist is responsible for driving new deposit acquisition and expanding existing deposit relationships within an assigned territory. This role is heavily focused on proactive business development, consistent prospecting activity, and disciplined pipeline management. The position also supports broader sales execution efforts and ensures high‑quality client service and compliance with all operational and regulatory standards.   Job Responsibilities: Deposit Hunting & New Business Development :    Identify , research, and qualify new deposit prospects through targeted outreach. Conduct discovery meetings to assess client needs  a nd   present tailored   deposit   solutions.  Close new deposit   relationships   and transition them into long-term clients .    Maintain a structure pipeline with...

Position Title Branch Banking Client Platform Specialist   Location Coral Springs, FL 33065-5042   Job Summary The Branch Banking Client Platform Specialist is responsible for driving new deposit acquisition and expanding existing deposit relationships within an assigned territory. This role is heavily focused on proactive business development, consistent prospecting activity, and disciplined pipeline management. The position also supports broader sales execution efforts and ensures high‑quality client service and compliance with all operational and regulatory standards.   Job Responsibilities: Deposit Hunting & New Business Development :    Identify , research, and qualify new deposit prospects through targeted outreach. Conduct discovery meetings to assess client needs  a nd   present tailored   deposit   solutions.  Close new deposit   relationships   and transition them into long-term clients .    Maintain a structure pipeline with...

Built on meritocracy, our unique company culture rewards self-starters who are committed to doing what is best for our customers. The Team Leader serves as the primary link between internal and external stakeholders, ensuring the effective delivery of products and services. This role provides leadership for the service team, driving client satisfaction through best practices, service coordination, mentoring, and strategic guidance. The Team Leader oversees account management teams, leads complex projects, supports vendor negotiations, resolves client issues, and serves as a senior resource for clients. The Team Leader directly supervises team members, reviews work for accuracy, manages team capacity, and ensures client deliverables are timely and accurate. The role is also responsible for revenue growth, client expansion within the team’s book of business, identifying cross-sell opportunities across the RSC/Brown & Brown portfolio, and supporting producers in new business...

The Mid-Market Account Manager manages an assigned book of business while building long-term client relationships. This role is responsible for responding to day-to-day client inquiries, providing analytics, and ensuring high-quality service delivery. The Account Manager interfaces with vendors and key internal and external stakeholders, develops client deliverables, and maintains RSC quality and service standards. This position typically supports a smaller, less complex book of business and assists the Team Leader and Account Executives as needed. The Account Manager is also responsible for driving revenue growth and client expansion within their portfolio. The ideal candidate will have strong knowledge of employer-sponsored health and welfare plans, including applicable federal and state regulations. Your Impact:   Subject matter expert on Health & Welfare Benefits, vendor/carrier products and services including, but not limited to, medical, dental, vision,...