30 client executive jobs found in Aliso Viejo, CA

Company: Description: Assume responsibility for World Class Client accounts and other accounts as assigned.  Client Executive Service associates act as a leader for the service team members to include Client Administrators and Client Managers, as well as Marketing and Risk & Loss associates as the need for their expertise occurs. Essential Duties & Responsibilities Oversee ongoing account service activities. Prepare monthly production and activity reports. Manage/collect receivables in conjunction with Client Sales Executive. Meet regularly with Client Sales Executive to update, advise and inform. Coordinate activities on accounts. Review and deliver summary, proposals and policies. Lead, present and participate in meetings with clients. Maintain current Insurance Summaries on all accounts. Update COW’s annually on all accounts. Meet World Class Client service commitments (Stewardship Report, Pre-Renewal Meetings, etc.) Participate in new business...

Company: Description: Assume responsibility for World Class Client accounts and other accounts as assigned.  Client Executive Service associates act as a leader for the service team members to include Client Administrators and Client Managers, as well as Marketing and Risk & Loss associates as the need for their expertise occurs. Essential Duties & Responsibilities Oversee ongoing account service activities. Prepare monthly production and activity reports. Manage/collect receivables in conjunction with Client Sales Executive. Meet regularly with Client Sales Executive to update, advise and inform. Coordinate activities on accounts. Review and deliver summary, proposals and policies. Lead, present and participate in meetings with clients. Maintain current Insurance Summaries on all accounts. Update COW’s annually on all accounts. Meet World Class Client service commitments (Stewardship Report, Pre-Renewal Meetings, etc.) Participate in new business...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Employee Benefits Client Executive is responsible for the tactical and operational leadership in the design, development, implementation, administration, and communication of all assigned large client benefit plans, including making appropriate recommendations based on...

Company: Description: Summary The Client Manager will provide advanced technical support to Client Executive Service as well as continue to perform the Client Administrator duties for existing clients, working in conjunction with other team members.  In addition, the Client Manager may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts preparing for and providing renewal and new business presentations.  Essential Duties & Responsibilities Continue to perform all duties of a Client Administrator at an above average level while assisting Client Executive in analyzing coverages and claims data for new and renewal business. Proactively prepare renewal specifications and rough draft proposals. Assist with and/or manage the marketing of renewal business as directed by Client Executive. Prepare experience modification projections using Intellicomp or other available software. Review accuracy of experience modification...

Company: Description: Summary The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties.  Client Managers may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts to oversee the preparation of and providing renewal and new business presentations.  Essential Duties & Responsibilities Act as the initial point of contact for Clients, Carriers and others on the Client Service Team in the following areas: RFP review and preparation. Analysis of utilization reports, carrier reports and claims data and trends. COBRA, HIPAA and coordination of 5500 data. Work closely with and instruct carrier representatives to ensure smooth implementation of new plans. Ensure required plan information and materials are sent to the client in a timely manner. Guide and mentor Benefit Analysts throughout the process of...

Company: Description: Summary The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties.  Client Managers may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts to oversee the preparation of and providing renewal and new business presentations.  Essential Duties & Responsibilities Act as the initial point of contact for Clients, Carriers and others on the Client Service Team in the following areas: RFP review and preparation. Analysis of utilization reports, carrier reports and claims data and trends. COBRA, HIPAA and coordination of 5500 data. Work closely with and instruct carrier representatives to ensure smooth implementation of new plans. Ensure required plan information and materials are sent to the client in a timely manner. Guide and mentor Benefit Analysts throughout the process of...

THE OPPORTUNITY: HUB’s Customer Service professionals provide critical support to our customers through account management, claims management, day-to-day client oversight, and underwriting services that make us a leading sales and service organization in the insurance industry. Through a robust network of resources, you will be amongst some of the industry’s top talent to help guide and support our customer’s needs and provide them with innovative solutions. The Employee Benefits Account Representative works collaboratively with the Producer and Account Team managing a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day-to-day contact and provides resolution for client questions and issues. The Employee Benefits Account Representative I role is focused on the mid to large...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented People Business Partner Consultant to join our team in Newport Beach, CA or Charlotte, NC. As a People Business Partner Consultant, you will serve as a strategic advisor to senior leaders across global teams. In this role, you will shape and execute talent strategies, drive organizational effectiveness, and provide data‑backed...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Case Design Analyst to join our Life Affluent Sales Desk Team in Newport Beach, CA. This role is hybrid. We believe in empowering our employees to get work done both in and out of the office. As a Case Design Analyst you’ll move Pacific Life, and your career, forward by producing sales proposals and illustrations. You will fill...

Overview As a direct report to the Director, provides direction and monitors results of Staff Counsel, establishing long- and short-term business and litigation strategy and plans with the Leadership team.  Maintains a solid understanding of AmTrust’s mission, vision, and values. Upholds the standards of the AmTrust organization. Responsibilities Provides insights and analysis direction or indirectly on complex and wide range of information objectively uncovering critical issues and providing key insights for the business unit; directs or champions the development of new or innovative solutions. Provides timely and appropriate legal advice, counsel and leadership to Claims or other executive management on litigation matters. Takes a practical approach to establishing and improving work and litigation initiatives; keeps involved in the day-to-day operations of the law offices unit as required to drive strategy....

Company: Description: SUMMARY Work directly with Client Service Team (Client Managers, Client Executives and Principals) to provide a high level of client support in response to routine client requests and needs, act as liaison with carriers, and maintain client and carrier information.  ESSENTIAL DUTIES & RESPONSIBILITIES Support the Client Service Team with the renewal process. Gather client census data, current / renewal plan design and rate information, historical claims experience data, and any additionally related materials required to prepare RFP for client renewals and prospective groups. For specifically assigned clients, provide Benefit Service Associates with RFP information and respond to questions for clarification if needed.  For all other client RFP’s, follow processes and procedures to market clients for renewal process. Analyze market proposals received to verify benefits, premium rates and competitiveness. Finalize and maintain client and...

Company: Marsh McLennan Agency Description: Summary Work directly with Client Service Team (Client Managers, Client Executives and Principals) to provide a high level of client support in response to routine client requests and needs, act as liaison with carriers, and maintain client and carrier information.  Essential Duties & Responsibilities Support the Client Service Team with the renewal process. Gather client census data, current / renewal plan design and rate information, historical claims experience data, and any additionally related materials required to prepare RFP for client renewals and prospective groups. For specifically assigned clients, provide Benefit Service Associates with RFP information and respond to questions for clarification if needed.  For all other client RFP’s, follow processes and procedures to market clients for renewal process. Analyze market proposals received to verify benefits, premium rates and competitiveness. Finalize and...

MarshBerry is currently seeking a Vice President, Business Development .  The VP is primarily focused on new business origination but may also manage and execute certain investment banking or consulting projects. The VP will become a trusted advisor to prospects and clients by developing relationships and becoming an expert in all of MarshBerry’s products and services. They will focus on personal branding through networking, speaking engagements and authoring articles for MarshBerry and industry publications. Responsibilities : Generate new business for all of MarshBerry’s products and services nationally to achieve new business goals. Develop prospect and client relationships that drive value for our clients and lead to future business for MarshBerry. Identify issues effecting clients/prospects and develop strategies to effectively resolve these issues/concerns. Manage and execute client projects such as strategic planning, perpetuation planning, merger and...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future – including your own. Pacific Life is on the lookout for a driven and innovative Manager, Applications Development to join our forward-thinking Illustrations Team . Our Illustrations platform is more than just a system – it's a key strategic differentiator that fuels enhanced customer experience and powers business growth across the organization. This role follows a flexible...

Job Description: Pacific Life is committed to investing in bright, agile, and diverse talent to drive innovation within our business and deliver exceptional customer experience. We are currently seeking a highly skilled Senior Executive Administrative Specialist II to join our Institutional Division. This hybrid position requires on-site presence in the Newport Beach, CA office for at least four days each week and reports directly to the CFO of the Institutional Division. In this role, you will provide comprehensive administrative and technical support to approximately 5-7 senior leaders and their teams, playing a pivotal part in organizational efficiency and success. Key Responsibilities Anticipate the needs of the assigned senior leadership team and ensure leaders are fully prepared with necessary materials and information to respond to demanding schedules and business requirements. Develop a strong understanding of the general...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking two talented Internal Account Managers - Annuities to join our Strategic Accounts team in Newport Beach, CA or Omaha, NE. As an Internal Account Manager - Annuities, you’ll play a key role in Pacific Life’s growth and long-term success by partnering closely with one or more External Field Directors to grow and maintain relationships with...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Product Marketing Strategist to fill a role on our Marketing Strategy Team in Newport Beach, CA or Omaha, NE. As a Product Marketing Strategist , you’ll move Pacific Life, and your career, forward by driving the Consumer Markets Division’s growth and long-term success. You will lead the development and execution of strategic...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.   We’re actively seeking an experienced Investment Grade Credit Trader  to join our growing Pacific Life Investments (PLI) team with a strong preference for candidates who have traded or managed assets on behalf of insurance companies. In this high-impact role, you’ll execute trades directed by Portfolio Management in investment grade corporate bonds, with a focus...

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 Producer in Training to join our growing team in Irvine, CA! In this role, you will gain an overall understanding of the insurance industry. Build a targeted clientele list, setting goals of larger accounts to one day write. Research and identify industries to focus and specialize in. How You Will Contribute: Develop and execute an outside sales strategy Produce new accounts and service and retain existing accounts Obtain prospects and actively pursue and create interest by making telephone calls, writing letters, or conducting personal visits Analyze prospect’s needs and current insurance programs and find opportunities to strengthen their risk management structure Prepare marketing strategy information and market the account to insurance carriers Present carrier proposals to...

This is an exciting opportunity for a blended role for Manager, Data Science within our Data Product space. The Manager Data Science is responsible for architecting, building, and deploying production-grade machine learning models, AI solutions, and data products while leading a team of advanced data professionals. This is a highly technical, hands-on role that requires a combination of strong experience developing scalable solutions and zero to one product launch moving them from concept through production. This role requires hands-on technical contribution and is not solely an oversight function. The ideal candidate has demonstrated experience building data products and operationalizing machine learning within a cloud environment such as Azure, AWS, or similar platforms. This role requires comfort working with modern data architectures, integrating data pipelines, and managing the full lifecycle of models and AI applications. This individual has expertise in machine learning,...