189 client manager jobs found in San Diego, CA

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our...

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 Associate Client Manager, Commercial Risk serves as a technical resource for clients, advisors, Insurance Company Partners and prospects while providing prompt, efficient, high-quality service for designated accounts. Position Summary: The Associate Client Manager,...

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 Sr. Client Manager, Commercial Risk assists in the coordination of carrier relationships on behalf of CRMG by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy. POSITION...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? **To be considered for this role you will need to live in the Southern CA/NV area.   Job Summary  As a Regional Client Manager on the Employee Benefits team, you will provide exceptional support and customer service to your assigned caseload (Employer Groups of 100 to 499 lives), through daily guidance and education of their benefit products. The products you will be working...

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 Client Relationship Manager (CRM), Employee Benefits, is the primary relationship manager for a portfolio of mid to high complexity clients, overseeing employee benefit programs, renewals, retention, strategic partnership and advanced service needs. This role applies...

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 Sr. Client Relationship Manager (Sr. CRM), Employee Benefits, is the primary relationship manager for a portfolio of mid to high complexity clients, overseeing employee benefit programs, renewals, retention, strategic partnership and advanced service needs. This role...

Berkshire Hathaway Homestate Companies, Workers Compensation Division, has an opening in our San Diego office for a Claims Manager to provide strategic and operational leadership for multiple indemnity claim units through direct management and development of Claim Supervisors.  This individual will be accountable for achieving organizational objectives related to claim quality, customer experience, financial performance, regulatory compliance, and employee engagement.  The Claims Manager establishes and executes claim handling strategies, leverages data and technology to drive performance, ensures adherence to legal and company standards, and fosters a culture of accountability, collaboration, continuous improvement, and professional development.    ESSENTIAL RESPONSIBILITIES Direct, lead, and develop indemnity claim teams through effective management of Claim Supervisors, ensuring alignment with organizational goals, priorities, and performance expectations.  Ensure...

Job Description: Pacific Life is investing in bright, agile, and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We’re actively seeking a talented Senior Retirement Income Product Manager to join the Institutional Division in Newport Beach, CA, Omaha, NE, or Charlotte, NC. As a Senior Retirement Income Product Manager, you’ll play a key role in Pacific Life’s growth and long-term success by leading efforts to drive Defined Contribution Lifetime Income (DCLI) and other Institutional Retirement Income strategies, connect market needs to retirement product roadmaps and collaborate with internal stakeholders and external partners to define and communicate the product vision, goals and roadmap based on market research and company objectives. How you will make an impact: · Lead efforts in defining institutional lifetime income product features and necessary documentation to facilitate knowledge transfer and...

Position Title Senior Relationship Manager - Commercial Real Estate   Location Newport Beach, CA 92660   Job Summary The Relationship Manager Sr - CRE Specialty manages commercial real estate loan relationships of all levels of complexity. Generates new business and relationships that will produce revenue from companies, sponsors, developers and businesses. Generates deal flow directly from these clients/prospects and orchestrating a team approach to the relationship. This position is supported by product specialists, portfolio managers (credit, underwriting, transaction approvals/processing) and operational support specialists but remains accountable for all aspects of the relationship. Responsible for the origination, negotiation, structuring, pricing, underwriting, and closing of loans. Manages a complex commercial loan portfolio ensuring the highest loan quality for the organization with minimal risk. Manages the on-going monitoring of portfolio quality and ensures...

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities...

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   Sr Commercial Account Manager   to join our growing team in   Irvine, CA !         The Senior Account Manager functions as the main   client   contact for an assigned book of business   containing   PCL’s accounts with a high degree of technical   expertise .   Minimum   book size $1,000,000.00 in revenue.       This position requires the ability to work autonomously while performing duties requiring extensive knowledge and understanding of the insurance field. This position   is responsible for   building,   expanding   and solidifying relationships with clients at all levels with the company and lead   appropriate resources   to address the client’s needs, including risk identification and resolution of underwriting...

Come join our team! This role sits in Galway Family OfficeTM, a division of Galway Holdings, the parent company of EPIC Insurance Brokers & Consultants. Galway Family Office empowers professional athletes and entertainers through expert tax and business management services, while fostering financial wellbeing and inclusivity.  We provide comprehensive, personalized wealth management solutions and expert operational support, helping our clients manage and streamline all aspects of their financial affairs. Galway Holdings is the parent company of a growing group of financial, consulting, technology, and insurance brands. We operate under the premise of Profit with Purpose, where all can achieve more by working together. Galway Holdings emerged in an era when we saw the connection between business and community begin to fray. Our purpose was simple: to serve others by bringing them together.​ We built an efficient, transverse operation that powers profit, empowers...

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. Summary The Manager, Operations (Employee Benefits) role contributes to the overall health and success of the organization by executing operational strategies and strengthening processes and procedures that drive service excellence, business performance, and...

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.   About The Role The role of the Sr. Benefits Account Manager is to support the team through their professional experience in account management. The Sr. Benefits Account Manager applies the core principles of insurance to everyday situations and...

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 We are seeking a Commercial Transportation Insurance Operations Manager to join our growing Commercial Insurance Transportation team. The Manager role contributes to the overall health and success of the organization by executing operational...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Associate Account Manager  to their  SIP Insurance  team in Orange, CA .  Job Summary: Handle and process new and renewal commercial lines business and claim inquiries. Initiate cross-sell opportunities from the existing book of business and develop new client sources when possible. Provide in-house customer service support to commercial lines customer service representatives. Essential Functions: • Input customer applications into the agency management system using carrier rating applications. • Assemble applications, schedules, loss runs, photos, appraisals, and other supporting documentation for submission to insurance carriers for policy issuance. • Review new and renewal policies for accuracy in rating, coverage, and policy details. Ensure policies are delivered or mailed to clients. Advise the service representative...

Salary range is: $78,555.51 - $95,000.00 This position is bonus and/or commission eligible. CCC Intelligent Solutions Inc. (CCC) is a leading cloud platform for the multi-trillion-dollar insurance economy , creating intelligent experiences for insurers, repairers, automakers, part suppliers, and more. At CCC, we’re making life just work by empowering more than 35,000 businesses with industry-leading technology to get drivers back on the road and to health quickly and seamlessly. We’re pushing boundaries with innovative AI solutions that simplify and enhance the claims and repair journey. Through purposeful innovation and the strength of its connections, CCC technologies empower the people and industry relied upon to keep lives moving forward when it matters most. Learn more about CCC at www.cccis.com .   The Role The OEM Network Specialist acts as a consultative partner to Original Equipment Manufacturer (OEM) customers to ensure a positive experience by maximizing...

National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers’ evolving needs. We offer home, auto and accident and health insurance, as well as other specialty niche insurance products, through a large network of independent insurance agents, as well as directly to consumers.  Job Description The Territory Sales Manager is responsible for consistently exceeding agreed upon new business production, direct written premium, and loss ratio goals, and other KPIs on an annual basis by effectively managing the agents of an assigned market to increase company market share by driving profitable growth. Key Responsibilities • Position is responsible for product/user integration with industry technology and comparative rating platforms within market and assigned agencies • Positions and promotes full suite of National General Insurance products into Independent Agency Partners to include,...

Job Description: Title: Account Manager Associate - Commercial Lines   Remote: for California residents, Los Angeles County area (strongly preferred) Supporting: IOA - Los Angeles | Book Focus: Generalist | Required: active P&C license     Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations     About the Role :   Provide administrative and customer service support to...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their SIP Insurance team in  Los Angeles Metropolitan Area . Job Summary:   The Commercial Lines Account Manager serves as a strategic insurance advisor and primary relationship manager for an assigned book of commercial business. This position is responsible for independently evaluating client risk exposures, analyzing insurance coverage needs, developing insurance program recommendations, and implementing service strategies that align with client objectives.   Essential Functions: Serve as the primary insurance advisor and relationship manager for an assigned portfolio of commercial clients, delivering exceptional service and strategic consultative support. Analyze client operations, business objectives, risk exposures, and insurance needs to develop customized coverage recommendations and risk...