59 client manager jobs found in Aliso Viejo, CA

Company: Marsh McLennan Agency Description: Under minimal supervision, the Client Manager will handle accounts. This includes designing the insurance program, marketing the account to insurance carriers, proposing renewal terms to clients and interacting with clients on their day to day service needs. Essential Duties & Responsibilities Managing renewals and new business. Acts as the initial point of contact for clients, carriers and other members of the service team on account under $20,000 of income. Solicits and follows up for renewal information from the client. Designs, markets and negotiates client renewals and new business with the insurance carriers. Prepares proposal and attends client meetings to discuss the renewal proposal. Binds insurance terms as directed by the client. Transmits binders to the client in a timely manner. Provides the client with day to day service Consult with clients on day-to-day inquiries about their insurance program....

Company: Description: The Senior Client Manager will provide advanced technical support to Client Executive Service as well as continue to perform the Client Manager duties for existing clients, working in conjunction with other team members.  In addition, the Sr. Client Manager may 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 Actively participate in initial strategy meeting with the client to develop the broad outline of the strategy as expressed by the Client Executive Sales. Acting in the capacity of the service lead, analyze coverages and claims data for new and renewal business Develop marketing strategy for clients based on their needs, history, claims data and a strong knowledge built over time regarding coverage placement which can provide the best possible coverage designs and premiums. Negotiate on...

Company: Description: 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...

Do you have a passion for doing the right thing for customers and making their experience the best they could possibly imagine? Are you a team player who is adept at collaborating across internal teams? Is a culture where “People Count,” “We Do the Right Thing,” and “We Hold Ourselves to Very High Standards” important to you? If so, Guardian is seeking a Client Manager who will be the main contact for the client ongoing escalated service and relationship. They are directly accountable for client satisfaction and enhancing the client experience. You will: Assume overall responsibility for managing planholder/client accounts for Premier brokers (2-999 lives) with the objective of ensuring that client satisfaction, persistency, growth, and profitability goals are achieved. Build strong relationships with clients and brokers/consultants through in-market presence. Work closely with the respective sales representative to gain their buy-in for the account management strategy...

Location:  This role requires periodic travel to one of our California locations: Concord, Fresno, Los Angeles, Newport Beach, Ontario, Pasadena, Rancho Cordova, San Francisco, San Leandro or San Mateo   SUMMARY: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES: Processes (during non-renewal periods) applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients. Assists clients with policy coverage, exclusions and related questions and assists Producers in servicing clients. Services client accounts with oversight of Producers or Account Executives, which includes research/analysis and...

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 provides 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 450 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 environment that empowers our people to make the...

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...

Job Description Job Title: Account Manager Department: Commercial Lines Location: West Division About Us: Acrisure’s West Division began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and extraordinary advantages at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure Northwest Platform to where it is today, with a culture built on organic partnership. Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high margin...

IGNITE YOUR PASSION * IMPACT WHAT MATTERS   WHO WE ARE. Breaking Boundaries for 25 years - and counting. The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 600 HUB offices across North Americ, 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. 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. WE LOVE OUR PEOPLE & OUR PEOPLE LOVE US. We have the competitive, exciting, and friendly work environment you are seeking.  We strategically position our employees for longevity and success by investing in their future and providing continuous opportunities for growth and development. Join us in taking the...

IGNITE YOUR PASSION * IMPACT WHAT MATTERS  WHO WE ARE. Breaking Boundaries for 25 years - and counting. The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 530 HUB offices across North America and ranked 5th among 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. 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. WE LOVE OUR PEOPLE & OUR PEOPLE LOVE US. We have the competitive, exciting, and friendly work environment you are seeking.  We strategically position our employees for longevity and success by investing in their future and providing continuous...

The primary role of the Account Manager is to handle the day-to-day Client Service requirements on an assigned book of business. This book of business could have a Producer or Account Executive who has overall responsibility for Service, Placement and Business Development. The Account Manager’s focus includes a significant amount of time spent on system activity and communication with the client via email or phone. They have great accountability to adhere to corporate initiatives, process, and procedures, including system of record data integrity. The AM is a key member of the client team and provides direction to any 3rd party vendors who have responsibility for the account. Your Impact: Client Management, Client Service, Client Accounting, Carrier & Wholesaler Relationship and Corporate Citizenship: At the direction of the Producer or Account Executive, participate in renewal strategy including discussion of the markets to approach, claims reviews and exposure...

Company: Marsh McLennan Agency Description: 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. More than 11,000 of 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 thrive as a Account Manager at McGriff , a division of Marsh McLennan Agency (MMA). MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 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 our Account Manager on the Commercial Lines team, you'll be primarily responsible for...

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 Manager to join our growing team in Irvine, California . The primary responsibility of this position is to support business relationships with an assigned group of clients by providing customer service and follow-up. This individual will work closely with Account Executives, Producers, Marketing Reps, and other Brown and Brown team members to service clients and support the implementation and renewal of health and welfare programs. How You Will Contribute: Ensure overall client satisfaction by providing timely resolution and follow-up of service issues that may arise including claims, billing, eligibility, enrollment, etc.; Document all client inquiries and service issues. Work under the direction of Account Executives to assist in the fulfillment of client needs....

Company: Marsh McLennan Agency Description: 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. More than 11,000 of 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 thrive as an A c count Manager at McGriff , a division of Marsh McLennan Agency (MMA). MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 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). ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties...

Objective: Heffernan Insurance Brokers is seeking an experienced senior-level Account Manager to join its Irvine, CA Commercial Lines team. This role will offer a range of innovative strategies to develop and maintain clients' insurance and risk management needs.   Responsibilities Include: Marketing and account management for assigned clients. Coordinate all aspects of the renewal marketing process with the client and provide program structure, review, and analysis. Prepare account specifications, negotiate pricing, and finalize policy conditions. Prepare summaries to be transmitted with policies. Policies to be checked and transmitted in a timely manner. Prepare invoices, work with staff to issue COIs & EOIs in an expeditious manner that will meet both client and vendor needs. Prepare account proposals for presentation. Provide technical competence in areas of coverage and current markets. Explain and clarify coverage forms to clients. Manage...

Objective: Heffernan Insurance Brokers is looking for an experienced Account Manager to join its Commercial Lines team based out of Irvine, CA. This is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain customer’s insurance and risk management needs. This role is hybrid, and the candidate will be required to go into the Irvine office three times a week. The ideal candidate must have middle-market experience working with generalized accounts.   Responsibilities Include: Marketing and account management for assigned clients. Coordinate all aspects of renewal marketing process with client and provide program structure, review and analysis. Prepare account specifications, negotiate pricing and finalize policy conditions. Prepare summaries to be transmitted with policies.  Policies to be checked and transmitted in a timely manner. Prepare invoices, work with staff to issue COIs & EOIs in an expeditious manner that...

If you're passionate about being part of a diverse organization that enables a Fortune 100 company to deliver innovative business solutions with excellence, then Nationwide's Legal team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This position can be a hybrid work schedule or fully remote in Southern CA supporting our Newport Beach, CA Trial Division office. The MTA will be responsible for managing approximately 12 direct reports, including both attorneys and paralegals and will also assist with managing the operational aspects of the Newport Beach office.    This MTA will oversee Commercial and Personal Lines files. Concentrations for the cases this MTA will manage include but may not be limited to: Bodily Injury Commercial; Commercial Auto; Complex Commercial; Complex Personal Lines;...