46 client manager jobs found

The Private Client Relationship Manager will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic advisor for coverage related inquiries and analysis, driving renewal efforts, and partnering with Producers on prospective marketing initiatives. The ideal candidate will be an interpersonal and proactive problem solver with demonstrated success in servicing a book of Private Client accounts. *PLEASE NOTE: This is a hybrid position that will require 3 days/week in our Portland office* Your Impact: Develop and maintain strong, long-term relationships with high-net-worth individuals and families. Conduct in-depth needs assessments to understand clients' unique risks and insurance requirements, including all personal lines. Proactively identify opportunities to cross-sell and up-sell additional insurance products and services to existing clients. Serve as the primary point of contact for clients, addressing inquiries, resolving...

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? Job Summary As an Implementation Manager I you will develop and execute client-specific implementation strategy projects and successfully handle post-sale activities to retain large employee benefits group customers. Drive and develop a customized implementation plan for each new national, mid-market, or regional account; serve as point person, both internally and externally, to...

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? Job Summary: Assist leadership with development of organizational strategies and objectives.  Lead and manage initiatives to achieve objectives across Claims. Oversee the development and reporting of operational results, forecasts and trends.  Demonstrate the traits of a Lean Leader. Responsible for managing the work environment, identifying workforce needs and ensuring...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' 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 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. THE OPPORTUNITY: The Employee Benefits Account Management provides critical support to clients through day-to-day program oversight, client advocacy and systems management in order to effectively managing their health and welfare programs. The Account Manager facilitates positive and effective relationships sales and/or account team colleagues. The Account Manager manages a book of insurance...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' 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 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. THE OPPORTUNITY: The Employee Benefits Account Management provides critical support to clients through day-to-day program oversight, client advocacy and systems management in order to effectively managing their health and welfare programs. The Account Manager facilitates positive and effective relationships sales and/or account team colleagues. The Account Manager manages a book of insurance...

The Cross Family of Agencies welcomes you. We need your talent and expertise.                                                                             POSITION PURPOSE Point of contact for employer groups/employees on service-related issues. Foster long term relationships between Cross Insurance, our clients, and their employees. Develop and maintain a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitate the processing of business. Build solid partnership with Producers, Account Executives and Account Managers. Make a positive contribution to the overall success of the Cross Insurance team.                                                                       RESPONSIBILITIES ESSENTIAL FUNCTIONS: Assist clients and their employees with day-to-day customer service correspondence on billing, eligibility, and claims questions/concerns along with other issues as they may arise. Notify...

Servicing a book of Middle Market clients, this role will serve as a trusted advisor to key client groups by providing strategic and consultative guidance on identified collaborative initiatives, assessment of potential risk profiles and conducting policy audits, proposals and renewals. Your Impact: Build and maintain constructive relationships with customers by meeting and exceeding expectations Actively service/retain existing accounts and develop new business opportunities Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files and AMS accordingly Schedule personal client meetings at annual renewal or more frequently to maintain client contact Support Producers through proposals, suspense, follow-up, etc. to assist clients and achieve agency's business goals. Keep Producers apprised of client status Respond to client inquiries, service requests and claims issues within...

Step into a role where you’re more than an Account Manager—you’re a trusted advisor, problem‑solver, and go‑to expert for our standard Personal Lines clients. In this role, you’ll deliver proactive, best‑in‑class service while helping clients navigate their coverage with confidence. You’ll partner closely with a supportive, high‑energy team and collaborate with producers across multiple RSC offices to deliver a seamless client experience. And because we’re big on developing our people, you’ll also have the chance to mentor PL Select Assistant Account Specialists, helping them grow their skills while elevating the strength of our team. If you enjoy building relationships, finding smart solutions, and working in an environment where no two days look the same—this role is built for you. Your Impact: Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations Leveraging personal insurance...

About HUB 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 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 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 530+ HUB offices across 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...

About HUB 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 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 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 600+ HUB offices across 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...

The  PIS Technician  provides technical insurance support to the Account Coordinators, Sales Representatives, Customer Service Representatives, Client Relations Representatives, and clients by performing the following duties.    This role has an anticipated hire date of March 2026. Your Impact:   Maintains and updates log of all renewal PIS business within the team in the respective system:  Quote Tracker and Synergy CRM  Sends renewal solicitations to existing clients in a timely manner to facilitate successful renewals of PIS policies.  Determine proper renewal tract with carriers to each policyholder  Handles communication with insurance carriers throughout the renewal process.  Creates Pearl branded quote documents and payment instructions for all PIS renewals.  Reviews and processes money mail orders for renewal business (checks for accuracy and completeness).  Sorts mail, indexes scanned mail and distributes to appropriate underwriter if necessary....

The New Business Sales Representative is responsible for promoting and selling assigned Pearl Insurance coverage(s) to prospective clients primarily through phone and email outreach. This role focuses on achieving monthly and annual sales goals while delivering exceptional service and support throughout the client’s first year of policy coverage. The Sales Representative serves as a trusted advisor and first point of contact for American Veterinarian Medical Association members and affiliated clients.   This role has an anticipated start date of March 2026. Your Impact:   Prioritize and manage sales leads from multiple sources, including inbound inquiries, marketing campaigns, CRM data, and internal lead lists (e.g., monthly sales funnel, daily activity report, website leads, etc.).  Conduct a high volume of outbound contact via the phone, email, and other channels to promote, quote, and sell assigned insurance products to new prospects.   Present quotes and...

The Customer Service Representative (CSR) provides exceptional service to insureds, carriers, and partners by responding to inquiries and resolving issues related to coverage, claims, billing, and account information. The CSR handles both inbound and outbound customer interactions to ensure needs are met accurately, efficiently, and with empathy. This role contributes directly to customer satisfaction, retention, and the overall success of the Affinity Customer Service team. Collaboration, teamwork, and strong communication within the team are key to success.  Your Impact:   Respond to inbound calls, emails, and other inquiries from customers and carriers in a professional, courteous, and timely manner.  Place outbound calls as needed to follow up on customer inquiries, resolve outstanding issues, or provide updates.  Maintain accurate and complete customer service notes and documentation in the CRM system.  Process client requests, policy changes, and updates received via...

The  Inside Sales Representative in this role is responsible for telephone marketing and sales of insurance products to members/clients. Meets established sales targets and other quality of business factors.   Assist customers with product information and recommendations for the life and health products offered through the Affinity Group. Work with business and marketing units to encourage and promote customer retention. Your Impact: Sells insurance products to prospective member/clients by making and receiving telephone calls. Prospects and produces new life, health, disability, dental and other product lines offered to Affinity Group Associations. Responsible for meeting individual sales and quality of business targets. Reviews and analyzes sales reports and other data to monitor progress towards stated goals and provides input to management to help identify opportunities to improve sales.  Utilize marketing campaigns, advertising, and other marketing methods to meet...

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? Job Summary: The Senior Strategic Finance Analyst is a finance business partner focused on ensuring the execution of sound financial management practices.  The role partners with executives and senior management to develop and drive plans, with clear, actionable steps that optimize the organization’s use of resources to drive balanced financial, operational and strategic business...

The ideal candidate will contribute to the growth of revenue by assisting in the management of insurance bonding solutions and projects to meet client needs in a dynamic and growing organization. This position is the primary support position for account teams and will be a point of contact for customers. It is responsible for the day to day support of Account Managers/Producers as well as assisting in developing relationships with clients. Individual will perform a variety of client related functions in a rapidly growing company. Some insurance bonding/surety skills are required, and may require the taking of additional insurance course work. Your Impact: Responds timely to account team requests in resolving client issues and related questions. Assists in producing client proposals, analysis and presentations as may be necessary. Assist in managing the billing and receivable activity on specific accounts. Establishes, maintains, and updates files, databases, records,...

The Talent Acquisition Coordinator will work closely with managers to create job postings, facilitate background checks, and complete onboarding tasks for new hires.  This role will require organization, attention to detail, and excellent customer service.  Please note that the duties of this role do not include sourcing/screening candidates.   This is a remote position. Candidate must be available work across Mountain and Pacific time zones.  ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Works with hiring managers to define requirements for upcoming job postings In partnership with the hiring manager, refines the job description and develops appropriate screening questions for new job postings Publishes and maintains job openings using our applicant tracking system, UKGPro Drafts and sends offer letters to candidates Monitors workflow approvals for progress and next steps Orders and monitors background check screening for candidates Maintains proactive...

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. GEICO is looking to hire an Associate Counsel to defend lawsuits filed in Oregon courts and other first party insurance defense. The position is with GEICO Staff Counsel located in Portland, OR . Job duties and responsibilities: Researching laws and preparing legal briefs, opinions, and memoranda Rendering opinions on liability, damages, and value as requested by the Claims Department Preparing...

The Role Position is fully dedicated to a Willis client who has major construction projects in Boise, ID Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. Primary Responsibilities  -Manage and direct Workers’ Compensation (WC) claims for large‑scale construction projects in Idaho. - Coordinate OCIP WC claims program including appropriate First Notice of Loss, adjuster assignment, etc.   - Collaborate with carriers, TPAs, and other stakeholders. - Participate in claim reviews and strategy calls. - Review loss reports and support reserve/settlement analysis. -Coordinate claim management resources such as Nurse Case Management, Defense Counsel, and on-site medical. -Escalate complex or disputed claims through appropriate channels to ensure line-of-sight amongst stakeholders -

Job Description The Senior Underwriter OR AVP is responsible for underwriting new and renewal medical stop-loss accounts at a profitable level. This role involves managing relationships with producers and customers to ensure alignment with overall company stop-loss goals.  The Senior Underwriting position works closely with the other team members in the region and with the sales team to identify business and producers that most closely meet our underwriting acumen. Key Responsibilities: Evaluate risk for in-force business and new business prospects. Make decisions to quote or decline to quote and develop premium rates in accordance with underwriting guidelines and authority limits. Develop and communicate new business or renewal rate recommendations and decisions in line with underwriting authority limits. Prepare and generate correspondence, proposals, and other reports as needed. Provide detailed explanations to Skyward A&H clients regarding...