51 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 Assistant Vice President, Cost Containment is a strategic and operational leader responsible for driving cost-containment outcomes across Skyward’s employer stop-loss and captive business. This role owns the day-to-day execution of the cost-containment program — including savings delivery, vendor coordination, emerging-trend response, and ongoing program needs — while partnering with the VP on vendor selection decisions, and broader strategic direction. The AVP serves as a senior clinical and cost-containment resource for Underwriting, Claims, and external stakeholders (TPAs, producers, policyholders, and vendors). The role requires deep expertise in cost containment within a broker, stop-loss, or reinsurance environment, with a proven ability to build scalable processes, manage complex vendor relationships, and translate clinical and financial data into actionable strategies that protect the book of business. This position may assume direct oversight of Clinical...

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 Small Group Account Manager to join our growing team in Portland, OR . The Employee Benefits Account Manager responsibility is to provide exceptional service to our customers by establishing realistic customer expectations, seeking customer input, and meeting service commitments in a professional and punctual manner. Account Managers are the main point of contact for customers regarding open enrollment, marketing, and the renewal process. Account Managers are given autonomy to make recommendations to customers and exercise independent and discretionary judgement daily. How You Will Contribute: Responsible for renewal process from start to finish including but not limited to pre-renewal analysis, renewal analysis, and renewal administration Lead open enrollment process...

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 Senior Account Manager will   demonstrate   the ability to handle   specialized and most complex   books of business   and   insurance service tasks. Will   demonstrate   leadership skills and serve as an expert resource and/or role model for less-experienced co-workers. Effective personal interactions are necessary to contribute positively to the team.   While...

The  National Practice Account Manager will play a strategic and highly visible role within our national Veterinary Insurance Program. This individual is responsible for driving new business production and managing key relationships with large, private equity-backed veterinary practice groups that operate across the United States. This role focuses heavily on professional liability while also encompassing all lines of property and casualty coverage needed by multi-location veterinary practices. The National Practice Account Manager will serve as a trusted advisor to executive leadership teams, practice owners, and risk managers delivering customized insurance and risk management solutions that align with the evolving needs of this growing segment.   Your Impact: Identify, target, and secure new national veterinary practice accounts through direct prospecting, industry networking, and partnership development.   Lead presentations, proposals, and RFP responses for...

Objective: Heffernan Insurance Brokers is looking for an Assistant Account Manager to join its Small Business Commercial Lines team. This is an entry-level position that requires some insurance experience and an active P&C insurance license. Heffernan is looking for an intelligent self-starter who is looking for a career with plenty of upward mobility.   Responsibilities Include: Renewal Processing Workflow - as assigned by Account Manager(s). Order loss runs, update applications, update existing SOV's, spreadsheets, and order MVR's. Process binders. Process endorsements. Process audits after review by the Account Manager. Invoicing as assigned. Follow up on claims. Coordinate Certificates of Insurance and Evidence of Insurance issuance, certificate, and evidence renewals. Create and maintain mail-merge documents. Draft proposals. Process un-routed attachments and carrier document retrieval items. Respond to client requests in a timely and...

The Cross Family of Agencies welcomes you. We need your talent and expertise. Commercial Lines Middle Market Account Manager  Account Managers are primarily responsible for servicing clients/prospects for commercial customers of Cross Insurance, while creating and maintaining strong relationships with customers, underwriters and other professionals. The base salary range for this role is $75,000–$110,000 annually. Actual compensation will be based on factors including location, skills, experience, and internal equity. Cross Insurance offers a comprehensive benefits package including medical, dental, vision, 401(k) with match, paid time off, and more. Duties of a Middle Market Account Manager include, but are not limited to : Follow Large Commercial Timeline, adhere to Cross Procedure Manual and Master CL Workflow Manual Handles Large Complex Accounts (Book of Business up to $1,000,000 or more in revenue Meet with Producer/AE monthly to review...

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 Portland, OR! The primary responsibility of an Account Manager is to provide exceptional service to our customers by establishing realistic customer expectations, seeking customer input, and meeting service commitments in a professional and punctual manner. Account Managers are the main point of contact for customers regarding open enrollment, marketing, and the renewal process. Account Managers are given autonomy to make recommendations to customers and exercise independent and discretionary judgement daily. How You Will Contribute:   Responsible for renewal process from start to finish including but not limited to: pre-renewal analysis, renewal analysis, and renewal administration Lead open enrollment process including but not...

When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:  Award-winning culture  Inclusion and diversity as a priority  Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability  Generous PTO (including paid time to volunteer!)  Up to 9.5% 401(k) employer contribution  Mental health support  Career advancement opportunities  Student loan repayment options  Tuition reimbursement Flexible work environments  *All the benefits listed above are subject to the terms of their individual Plans. And that’s just the beginning…   With...

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: This Account Manager, Commercial Lines manages a book of insurance business, and provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues. They may work independently, as part of a team or with a Producer to provide client advocacy, client retention, write new client accounts or lines of coverage as needed....

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...

Skyward Specialty is a rapidly growing specialty Property & Casualty insurance carrier headquartered in Houston, Texas. We deliver tailored solutions across nine specialized underwriting divisions, with a culture grounded in deep technical expertise, decisive underwriting, and long-term broker and client relationships. Our Global Agriculture division underwrites a worldwide portfolio of agriculture reinsurance, partnering with cedants and reinsurance brokers across multiple territories to support food and farm economies through thoughtfully structured treaty solutions. Position Summary The Analyst, Global Agriculture Reinsurance provides analytical and operational support to the Global Agriculture underwriting team, helping to evaluate, price, and manage Skyward's global portfolio of agriculture reinsurance. This is an excellent opportunity for an analytically strong, detail-oriented professional to build deep expertise in a specialized and globally significant line of...

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 This team evaluates and manages disability claims by gathering and analyzing medical, occupational, and policy information to make accurate benefit determinations. Develop and execute effective claim management strategies that ensure timely payments, proper liability oversight, and compliance with policy provisions. Deliver high-quality customer service while...

The Claims Consultant serves as a trusted advocate for brokerage clients throughout the insurance claims lifecycle. Acting as the primary claims advisor, this role partners with clients, insurers, third‑party administrators (TPAs), and internal brokerage teams to deliver proactive claims management, improve outcomes, and ensure claims are handled fairly, efficiently, and in alignment with coverage terms and client objectives. Your Impact Act as the primary claims liaison for assigned clients across multiple lines of coverage (e.g., casualty, property, workers’ compensation, professional liability). Provide strategic guidance on claim reporting, claim development, settlement strategy, and resolution. Advocate for clients in complex, high‑severity, or disputed claims to achieve optimal outcomes. Ensure insurers, TPAs, and defense counsel adhere to best practices, service standards, and policy obligations. Analyze claim trends, loss drivers, and reserve adequacy; prepare...

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? 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 outcomes. In this...

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 Commercial Lines Account Coordinator to join our growing team in Portland, OR! The primary role of the Account Coordinator is to assist the commercial department with routine tasks while learning the Commercial Insurance Industry.  Functions may include data entry/processing, preparing invoices, and processing endorsements.  An Account Coordinator is expected to be actively engaged in learning activities such as in-house training courses, mentoring, and industry certification in preparing to move into the Customer Account Manager position in the future. How You Will Contribute Generate AMS (Agency Management Systems) reports as requested Assist in sending out Renewal Questionnaires Issue certificates of insurance Order Loss Runs Copy and assemble proposals Process endorsements...

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 a Proposal Analyst III, you will plan, organize, and manage several request for proposals (RFPs) of varying complexity, priority, and risk that aid the company in the critical acquisition of new business and retention of current clients. Lead and project manage the RFP process in a fast-paced, deadline-oriented work environment, utilizing your strong project...

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 Personal Lines Account Manager to join our growing team in Bend, OR The Account Manager’s primary responsibility is servicing existing accounts while generating additional revenue through cross-selling, accounting rounding, and new business. Account Managers provide high level consulting services for our customers’ personal insurance needs. Developing strong relationships with our customers and understanding their risk exposures, ensures our customers’ personal assets and their financial positions are protected. How You Will Contribute: Analyze customer’s lost exposures and determine coverage needs Annual revenue (commission) generation through cross-selling, account rounding, and new business Meet or exceed annual department retention goals Prepare proposals and meet with customers to...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description The Senior Manager, Social Media is responsible for creating a clear, cohesive and culturally relevant social presence across platforms that builds trust, strengthens brand affinity and supports enterprise priorities. This new role sets the long term vision for Allstate’s social strategy and serves as a strategic leader and subject matter expert. Operating at the intersection of brand, editorial and culture, this leader partners closely with integrated teams to deliver organic social programs that are platform-native, data-informed and...

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 Executive Assistant to join our growing team in Portland, OR! The Executive Assistant is responsible for enhancing executive effectiveness by providing information management support and representing executives to others. The Executive Assistant provides support in the areas of executive business operations and personal business matters daily. The Executive Assistant must use discretionary judgement and troubleshoot frequently. How You Will Contribute:   Serve as the primary point of contact between leadership, sales teams, customers, carriers, vendors, and internal stakeholders Manage executive calendars, travel agendas, meetings, and communications Create presentations, reports, and business correspondence with a high degree of autonomy · Coordinate customer, sales, and internal events,...