5 business insurance sr client manager jobs found

We are seeking a Senior Private Client Relationship Manager to join our Private Client team. In this role, you will serve as a trusted advisor to high-net-worth individuals and families, delivering personalized insurance solutions and exceptional service. The ideal candidate brings deep expertise in complex personal lines insurance, a relationship first approach, and a proven ability to build lasting client partnerships while providing strategic risk management guidance. Your Impact Conduct comprehensive needs assessments to identify clients' unique risk profiles and insurance requirements across various lines (e.g., personal lines, specialty coverages, excess liability). Cultivate and maintain strong, long-term relationships with a portfolio of high-net-worth individuals and families. Develop and present tailored insurance solutions, demonstrating expertise in policy structures, coverage limits, and premium considerations. Act as the primary point of contact for clients,...

POSITION SUMMARY: The Sr Client Service Specialist, Commercial Risk works closely with advisors, line-of-business specialists, and dedicated client servicing professionals to analyze client data, evaluate needs, and help create effective risk management solutions designed to meet clients’ financial goals. PRIMARY RESPONSIBILITIES: Prepares premium allocations. Prepares and updates draft renewal proposals. Prepares documents for presenting risks to market. Prepares applications, summaries of insurance, and other coverage related documents. Assists client service teams in the preparation of presentation materials. Analyzes and summarizes complex data and compiles reports without supervision. Records data into appropriate insurance company and firm software programs. Processes complex audits and complete audit worksheets. Reviews contract requirements for complex cert requests. Reviews quotes in depth. Quotes flood and builder's risks policies as requested by an...

POSITION SUMMARY:    The Sr Employee Benefits Client Executive is responsible for leading the tactical and operational leadership in the design, development, implementation, administration, and communication of all assigned client benefit plans, including making appropriate recommendations based on long term objectives.     PRIMARY RESPONSIBILITIES:    The Sr Employee Benefits Client Executive is responsible for leading the tactical and operational leadership in the design, development, implementation, administration, and communication of all assigned client benefit plans, including making appropriate recommendations based on long term objectives.     PRIMARY RESPONSIBILITIES   Manages a minimum of a book of business that generates a minimum of $1M in revenue.   Manages all policy activity and stewardship aspects in assigned book of business.  Analyzes and reports on relevant claims data for larger accounts, spotting...

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....

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 talented individual to join our growing team in a  remote or hybrid  role as a  Sr. Consultant   As a  Sr. Consultant , you will manage consulting projects for mid- and large-market employers (1,000 – 20,000+ employees), and help shape innovative, data-informed medical, dental, life, and disability benefit solutions that drive value and impact for our clients. How You Will Contribute: Drive business results through exceptional client service, management, and retention. Lead complex client workflows , overseeing all aspects of service delivery including strategy development, financial evaluations, plan design, renewals, vendor placement, benchmarking, and related studies. Design advanced benefits strategies  in partnership with actuarial, communication, pharmacy, and...