279 client manager jobs found

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary The Client Manager will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client’s employee benefits program supports their financial and organizational goals, and providing renewal management with oversight, guidance, and input from other senior members of the team. This also includes growth on the current book of business, an understanding of the client’s business, and a minimum of 95% retention and client satisfaction rating. Essential Functions Quality, Client Service & Expertise Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines. With oversight, guidance and input from the CE/Producer: Participate in annual...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. A Day in The Life Responsible for servicing an assigned book of business which varies based upon client needs, account complexity, and client structure. Serves as the main point of contact for all existing clients, centers of influence and assigned book of business; responds to all service requests inclusive of billing inquires and coverage options. Ensures all client service needs are delivered in a timely and professional manner throughout the year by responding to requests as submitted in accordance to agency standards. Maintains accurate account files, records, and documentation in accordance with the agency standards; confirms in writing all relevant contacts, communication, suggestions, advice, etc., with clients, carriers and other applicable parties and attaches documentation...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary: Responsible for brokering, administering, and managing Owner Controlled Insurance Programs (OCIP) and Contractor Controlled Insurance Programs (CCIP) for an assigned portfolio of construction projects. Provides expert external support to clients while directing internal support resources as needed. Ensures high‑quality service delivery, regulatory compliance, and retention of existing business. A Day in the Life: • Serves as the primary service contact for OCIP/CCIP clients, identifying risk exposures and designing cost‑effective wrap‑up insurance solutions tailored to project needs. • Brokers Owner’s Interest and project‑specific insurance placements, ensuring appropriate coverage structure, pricing, and carrier alignment. • Reviews construction contracts for...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary The Client Manager will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client’s employee benefits program supports their financial and organizational goals, and providing renewal management with oversight, guidance, and input from other senior members of the team. This also includes growth on the current book of business, an understanding of the client’s business, and a minimum of 95% retention and client satisfaction rating. Essential Functions Quality, Client Service & Expertise Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines. With oversight, guidance and input from the CE/Producer: Participate in annual...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary The Client Manager will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client’s employee benefits program supports their financial and organizational goals, and providing renewal management with oversight, guidance, and input from other senior members of the team. This also includes growth on the current book of business, an understanding of the client’s business, and a minimum of 95% retention and client satisfaction rating. Essential Functions Quality, Client Service & Expertise Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines. With oversight, guidance and input from the CE/Producer: Participate in annual...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. A Day in The Life Responsible for servicing an assigned book of business which varies based upon client needs, account complexity, and client structure. Serves as the main point of contact for all existing clients, centers of influence and assigned book of business; responds to all service requests inclusive of billing inquires and coverage options. Ensures all client service needs are delivered in a timely and professional manner throughout the year by responding to requests as submitted in accordance to agency standards. Maintains accurate account files, records, and documentation in accordance with the agency standards; confirms in writing all relevant contacts, communication, suggestions, advice, etc., with clients, carriers and other applicable parties and attaches documentation...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary : Responsible to provide external support to clients for an assigned book of business, giving internal direction to the client management support team; collaborates with internal resources as needed to ensure the client's needs are satisfied with responsibility for retaining existing business. A Day in The Life : Serves as the key service contact to identify, design, communicate and implement cost effective benefit solutions to minimize risk; responds to requests for assistance in a timely and collaborative manner. Approximate workload defined by Practice: Large:  6 - 10 accounts; total book value of $1M - $1.5M. Middle Market:  25 - 75 accounts; total book value of $300K - $1M. Small Market:  30 - 44 accounts (efficiencies of scale considered); total book value of...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary The Client Manager will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client’s employee benefits program supports their financial and organizational goals, and providing renewal management with oversight, guidance, and input from other senior members of the team. This also includes growth on the current book of business, an understanding of the client’s business, and a minimum of 95% retention and client satisfaction rating. Essential Functions Quality, Client Service & Expertise Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines. With oversight, guidance and input from the CE/Producer: Participate in annual...

About The Role   Positioned at the heart of Toronto, our expanding team seeks a Personal Lines Private Client Account Manager who’s eager to reshape the standards of high-net-worth engagements. Your expertise is the anchor to our VIP client narratives. This is more than just another job; it's an invitation to influence and drive customer excellence. Forge meaningful connections, delve into the intricacies of premium insurance policies, and let your personality shine. It’s time to craft your imprint on HUB’s Private Client Insurance canvas. What You’ll Do Works in a team-based structure with an assigned Account Associate to retain and grow your existing portfolio. Pro-actively researching and analyzing your client’s coverage trends and identifying areas of risk and opportunities along with solutions. Act as escalation for any unresolved outstanding client premiums. Proactive account business planning and forecasting. Coaching and mentoring to the...

POSITION SUMMARY: HUB International is seeking to add a Client Specialist to their Columbus based Commercial Lines team! The Client Specialist will provide administrative and professional support to commercial lines clients and HUB associates, with a focus on excellent customer service and teamwork. ABOUT HUB INTERNATIONAL: HUB International is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 21,000 employees in offices located throughout North America, HUB’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary : Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties. A Day in The Life : Provides direct administrative support as required for two to three assigned Client Managers; responds to requests for assistance in a timely and collaborative manner. Supports the assigned team in the retention of the existing client base; confers with the team on opportunities to up-sell and/or cross-sell additional Oswald products and services. Serves as a client contact and identifies and assesses customer’s needs quickly and accurately; solves problems systematically, using sound...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. JOB PURPOSE Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties. ESSENTIAL DUTIES AND RESPONSIBILITIES Provides direct administrative support as required for one to three assigned Client Managers and Practice Leaders; responds to requests for assistance in a timely and collaborative manner. Processes requests for Certificates of Insurance as specified by client or within 24 hours of receipt of request. Ensures client invoices are paid as scheduled; responds to a variety of client billing issues and works closely with the related carrier to resolve billing problems....

Description Summary: Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s. Duties & Responsibilities: Manages medium/large and complex portfolios based on client and corporate investment objectives. Works closely with the customer to monitor investment performance and recommend a strategy. Responsible for ongoing customer service and joint sales calls with business development staff. Must keep current on related market trends. May have supervisory responsibility. Performs other duties as assigned. Basic Qualifications:   Bachelors Degree 5 or more years of Investments/Analyst experience   Exempt Status: (Yes   = not eligible for overtime pay) ( No   = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a...

Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties...

Description Summary: The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties...

Description Summary: The Industry Banker is a Director-level position within several Industry teams in Huntington’s Corporate Bank.  The role is to provide industry-specific marketing, structuring, and credit guidance to bankers operating in our regional Middle Market and Business Banking teams.  This individual will be a part of our Corporate Banking Industry team and will report directly to the Industry Head.  Success will be measured by production results, portfolio quality and fee generation in the Middle Market.  We are looking for experienced bankers in the following industries to fill this position: Healthcare, Financial Institutions, Franchise and Restaurants, and Industrials. Please note: For this role, Financial Institutions experience is highly preferred. Job must be onsite and can only be filled in one or multiple locations. Preferred locations are Chicago, Columbus, OH New York, NY, Houston...

Description This position is available to be filled at any Huntington Bank Corporate office location.  Summary:  The Renewable Energy Finance (“REF”) team at the Huntington Bank, N.A originates project finance and non-recourse transactions for renewable energy facilities. The Line of Business is focused primarily on Tax Equity transactions in the Renewables sector including wind, solar, storage and other forms of renewable investment. The REF team is seeking a talented and ambitious Sr. Portfolio Manager (Associate Director), and this role supports the Renewable Energy, Underwriting and Portfolio Management team. The Underwriting and Portfolio Management organization is responsible for working with internal partners to underwrite new transactions and manage the existing portfolio of loans. Our Underwriters and Portfolio Managers balance supporting the Commercial Bank’s growth and ensuring we have a scalable,...

Description Summary: The Network Engineer 3's primary duty involves design work, specifically designing a tailored solution in order to meet a specific client request. Primary duties include overseeing daily data center operations, leading teams of SmartHands technicians while ensuring consistent execution of standards, procedures, and best practices. The role includes supervising facility operations such as power, cooling, cabling, and Colo assigned SmartHands services. Ensures rapid incident response, drives up time and SLA compliance, and leads change control, root cause analysis, and long-term corrective actions. Handle capacity planning by forecasting space, power, cooling, storage/network infrastructure.  Collaborating with facilities and engineering to support expansions or infrastructure upgrades. Acting as a senior customer liaison, manage escalations, project work, and communication. Additionally, oversee...

Description Summary: The Industry Banker -Franchise and Restaurant is a Director-level position within several Industry teams in Huntington’s Corporate Bank.  The role is to provide industry-specific marketing, structuring, and credit guidance to bankers operating in our regional Middle Market and Business Banking teams.  This individual will be a part of our Corporate Banking Industry team and will report directly to the Industry Head.  Success will be measured by production results, portfolio quality and fee generation in the Middle Market.  We are looking for experienced bankers in Franchise and Restaurants. Please note: This position is available to be filled at any Huntington Bank Corporate office location.  Duties and Responsibilities: Proactively work with Middle Market bankers and leadership to deliver industry-expertise and guidance to locally managed clients in order to develop and deepen...