156 client relationship manager jobs found

LOCATION: Boca Raton, FL, Hybrid.  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 San Francisco and founded in 2007, our company has over 3,000 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...

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...

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 Manager to join our growing team in West Palm Beach, FL The Account Manager is responsible for retention and client relationship management of our larger commercial accounts. This book of business is a mixture of industries including construction, hotels, manufacturers and distributors. The selected candidate will be able to multi-task and have a strong working knowledge of the Florida insurance marketplace. The Account Manager must be familiar with all aspects of insurance services including renewal processing and policy analysis. The Account Manager works in tandem with the Commercial Producer (Sales Agent) to develop account strategy and increase longevity and profitability for the company; utilizes company resources to collectively deliver solutions to clients, and is...

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 Allstate Dealer Services Account Manager plays a critical role in driving the success and growth of a strategic external partner within the automotive Finance & Insurance (F&I) industry. Acting as the primary relationship owner, this role connects the partner, dealer network, field teams, and internal Allstate stakeholders to deliver strong results and exceptional partner experiences. This is a newly launched account, offering a rare opportunity to help build something from the ground up. The Account Manager will lead both...

Our Account Managers are the liaisons between our clients and the rest of the organization, exclusively focused on the success and profitability of our partnerships, while ensuring the best experience for our clients and mutual customers. Account Managers accomplish this through delivering on their core objectives and responsibilities. In addition, they are responsible for ensuring the Sales team has the tools and resources needed to achieve current and future revenue targets. A successful Account Manager is: Empathetic – deeply understand the goals, drivers, and needs of others. Service-oriented – ready to go the extra mile for their clients. Strategic – doesn't get trapped in the weeds, understands the bigger picture. Proactive – does not wait to act but is in charge. Minimum Qualifications: Bachelor’s Degree or equivalent work experience At least 3-years’ experience in an Account Management, Client Success, or Relationship Management environment...

If you're passionate about being part of a diverse organization that enables a Fortune 100 company with nearly $70 billion in annual sales to deliver innovative business solutions with excellence, then Nationwide's Legal team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. The Managing Trial Attorney will need to have case handling and trial experience, leadership and management experience, must be licensed in Florida, and have state and federal experience. Federal licensure is a plus. Candidate must have PIP experience. Additional concentrations that the candidate should be familiar with include but may not be limited to Bodily Injury Auto, Bodily Injury Commercial, Bodily Injury Homeowners, Bodily Injury Dog Bite, Complex Personal, Commercial Auto, Commercial Property, Complex Commercial, Construction...

Position Title CRE Relationship Manager Sr   Location Miami Beach, FL 33140-3503   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 compliance with...

Job Description Customer Service Account Manager Build the future with us Are you driven by delivering exceptional client experiences and supporting long‑term customer relationships? Are you eager to contribute to a company whose mission is to empower its clients and help them feel confident and secure about their future? As a Customer Service Account Manager , you will play a key role in supporting our auto dealership partners through high‑quality service, retention strategies, product expertise, and proactive account management. This position is a great opportunity to showcase your customer service, sales, and relationship‑building skills while growing your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation. What you’ll accomplish with us As a Customer Service Account Manager , you’ll be at the core of our...

The Business Relationship Manager is responsible for building and maintaining positive relationships with internal and external customers, understanding the complex nature of the company’s business and products offered, and aligning business and system requirements for receipt and processing of bordereau files for sales/cancels and/or claims.  Complete processing reconciliations to include research and resolution of differences and applying and tracking receivables.  The Business Relationship Manager pro-actively manages the overall operational relationship with MGA’s/customers/accounts and is a trusted partner working directly with our Sales, Underwriting, and Financial teams.  Minimum Qualifications: Bachelor’s Degree in Accounting and/or Business, Computer Science, Information Systems or equivalent work experience. At least 3 years of experience in account management, client relations, or operation support within insurance, finance or related industry. Primary Job...

Job Description: Title:   Implementation   Specialist   Work Mode:   Fully remote   | Location/Supporting:  Lakewood Ranch, FL or Longwood, FL   | Experience:   3-5 years Payroll / HRIS / Implementation experience required. Must have UKG Ready experience.   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 :   The Implementation Specialist (IS) is...

Job Description: Title: Account Manager - Bonds/Surety   Work Mode: Highly prefer the candidate be 2-3 days hybrid at one of our IOA office locations, also open to fully remote | Location/Supporting: Longwood, FL, Birmingham, AL, Jupiter, FL, Las Vegas, NV, Atlanta, GA, Charleston, SC, Syracuse, NY or Binghamton, NY office | Experience: Bond/Surety Experience   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:...

The Business Relationship Manager is responsible for maintaining a positive relationship with customers, identifying customer needs and ensuring that the service provider is able to meet these needs with an appropriate catalogue of services. The Business Relationship Manager works closely with the Service Level Manager. Minimum Qualifications: Bachelor’s Degree or equivalent work experience. 7-9 years experience engaging Business stakeholders regarding Client initiatives. Primary Job Functions: Process incoming cash receipts for assigned Customers. Perform premium, commission, and accounts receivable reconciliations as needed on an inception-to-date, month-to-date, or year-to-date basis for assigned Customers. Assist with audit requests. Maintain internal and external Customer Relationships. Ensure that the service provider continues to understand the needs of existing customers and establishes relationships with potential new customers. Identify...

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 Manager to join our growing team in Jacksonville, FL!   The Commercial Lines Account Manager is responsible for servicing commercial insurance accounts by reviewing renewals, processing policy documents, responding to client requests, ensuring compliance with underwriting guidelines, and maintaining strong relationships with clients, carriers, and internal teams. How You Will Contribute:   Process daily mail, including faxes and e-mail, for assigned accounts Answer and process all telephone requests for assigned accounts Enter all required data into system to maintain current file data on all assigned accounts Review commercial applications, renewal requests and endorsements for adherence to underwriting authority and guidelines as established by the company’s...

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 Manager to join our growing team in Fort Lauderdale, FL . The Account Manager is responsible for retention and client relationship management of our larger commercial accounts. This book of business is a mixture of industries including construction, hotels, manufacturers and distributors. The selected candidate will be able to multi-task and have a strong working knowledge of the Florida insurance marketplace. The Account Manager must be familiar with all aspects of insurance services including renewal processing and policy analysis. The Account Manager works in tandem with the Commercial Producer (Sales Agent) to develop account strategy and increase longevity and profitability for the company; utilizes company resources to collectively deliver solutions to clients, and is...

  About Auris   Auris  is   the payroll and HR partner built for small and medium-sized   business   who   can’t   afford to get it wrong. Trusted by over 50,000   business   nationwide, Auris pairs easy-to-use   technology with   with   real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business.   Acquired   by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive.     Job Summary   Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to   ultimately close   deals within a fast sales cycle. As a Field Sales Representative   you   will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities...

About Auris   Auris is the payroll and HR partner built for small and medium-sized   b usiness   who   c an’t   afford to get it wrong. Trusted by over 50,000   b usiness   nationwide, Auris pairs easy-to-use t echnology with   real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business.   Acquir ed   by Ac risure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive.     Job Summary   Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to   ultimately close   deals within a fast sales cycle. As a Field Sales Representative   you   will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include...

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 Manager for our team in Fort Lauderdale, Florida. The Account Manager is responsible for retention and client relationship management of our larger commercial accounts. This book of business is a mixture of industries including construction, hotels, manufacturers and distributors. The selected candidate will be able to multi-task and have a strong working knowledge of the Florida insurance marketplace. The Account Manager must be familiar with all aspects of insurance services including renewal processing and policy analysis. The Account Manager works in tandem with the Commercial Producer (Sales Agent) to develop account strategy and increase longevity and profitability for the company; utilizes company resources to collectively deliver solutions to clients, and is...

Position Title Branch Banking Client Consultant II - Boynton Beach, FL   Location Boynton Beach, FL 33426-4209   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve...

WTW Producers make a valuable difference every day to our high-profile clients and prospects by developing leading edge solutions to address their health and benefits and broader benefits issues. They aggressively develop and manage active pipelines, call on existing and potential clients, conduct in-depth analysis/risk assessments and present information on how organization’s superior strategic resources and capabilities can address their concerns.  If working for a global market leader that provides state of the art tools, resources and support to secure and retain clients is something that excites you, apply today. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role Primary accountability for creating and executing a business strategy to penetrate the Miami's market in obtaining completely new Health and Benefits (H&B) clients of the company; retain and grow revenue with clients once...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Leave of Absence Coordinator Leave of Absence Coordinator Our teams thrive together! We collaborate in person and embrace a flexible hybrid work style. To join us, you’ll need to live near one of our dynamic Centers of Excellence📍 Orlando, FL 12650 Ingenuity Dr, Orlando, FL 32826 ✨ What we offer: A stable, consistent work environment —both in-office and virtual $19.31 per hour A comprehensive training program to help you support employees and...