157 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...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day to day service inquiries. They ensure plan compliance, analyze benefit trends, and provide advice...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Sr Client Relationship Manager (Sr. CRM), Commercial Risk, is the primary relationship manager for a portfolio of mid to high complexity clients, overseeing commercial insurance programs, renewals, retention, strategic partnership, and advanced service needs. This role...

About HUB International: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. 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 best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term...

The Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day to day service inquiries. They ensure plan compliance, analyze benefit trends, and provide advice and guidance on coverage, with the goal of driving client relationships, satisfaction, and retention. The CRM applies practical benefits knowledge to ensure timely, accurate deliverables and supports the delivery of a consistent “Peace of Mind” client experience. This role collaborates closely with the Client Success Specialist, Advisor, carriers, and internal Baldwin support colleagues to ensure excellent service delivery. Position Summary The Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day‑to‑day service inquiries. They ensure plan compliance, analyze benefit trends, and provide advice...

The Associate Client Advocate (ACA) is responsible for supporting the client relationship and the strategy development and execution at the insurance program level, in conjunction with a Producer, GCA, or CA on Large or Complex accounts or for leading the client relationship and strategy development and execution on Middle Market house accounts.   The Associate Client Advocate coordinates WTW resources to provide service and placement to meet the client’s insurance and risk management needs.  The Associate Client Advocate has a strong connection to the client’s business and fundamental understanding of its industry and is the client’s primary contact for ongoing insurance needs. The Associate Client Advocate supports opportunities to maximize the profitability of existing clients by account rounding and may support new business efforts. The primary responsibility of the Associate Client Advocate is to provide an exceptional client experience, with a primary focus on direct client...

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...

About Acrisure: A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking a Personal Lines Digital Account Manager to join our growing team. The Personal Lines Digital Account Manager position offers a dynamic opportunity to contribute to client success through strategic consultation, effective relationship management,...

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's Risk Solutions team, formerly Beecher Carlson, is looking for an Account Manager to join the National Healthcare team in Coral Gables, FL. In this role, you will, serve as the primary day-to-day relationship manager for assigned clients and is accountable for the successful execution of service plans, renewal strategies, and client deliverables. The Account Manager coordinates internal resources, provides consultative guidance, and ensures client needs are addressed while supporting client retention and growth objectives. Responsibilities include but are not limited to: Serve as the primary point of contact for assigned clients, ensuring consistent, responsive, and high-quality service delivery. Lead day-to-day account management activities, including renewal planning, service execution, and client communications....

About Acrisure      A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing   cutting-edge   technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more .           In the last twelve years, Acrisure has grown in revenue from $38 million to almost   $5 billion   and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.        About The Role   The Commercial   Lines  Account   Manager will have   a primary   responsibility for policy maintenance and service of an assigned   portion   of accounts. Maintain...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Manager to their Acentria  team in Miami, Florida.  Job Summary: The Commercial Lines Manager is responsible for overseeing the day-to-day operations of the commercial insurance team, ensuring effective servicing of client accounts, driving revenue growth, and maintaining high standards of service delivery. This role provides leadership while also collaborating with sales teams to grow and retain the commercial book of business. Essential Functions: Supervise, mentor, and develop a team of commercial lines account managers and support staff Conduct performance evaluations, coaching, and training to ensure professional growth Establish clear performance expectations and accountability metrics Lead team meetings and foster a collaborative, high-performance culture Oversee servicing of commercial accounts to ensure...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Coordinator to their  Foundation Risk Partners of FL team. Job Summary: The Account Coordinator provides administrative and technical support to the Commercial Lines Account Management team in the service and retention of commercial insurance clients. This position supports day-to-day account servicing activities, including policy administration, client requests, and carrier interactions. The Account Coordinator develops technical insurance expertise through structured training, licensing, and professional development while ensuring accurate documentation, regulatory compliance, and exceptional service to clients, carrier partners, and internal stakeholders. This role serves as a foundational position designed to prepare teammates for future advancement into an Account Manager role.   Essential Functions: Support...

About Acrisure     A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.        In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.       About The Role   The Commercial Lines Large Account Manager will have a primary responsibility for policy maintenance and service of an assigned portion of accounts. Maintain a high level of client retention by managing the day-to-day service...

Position Title Senior Small Business Banking Consultant   Location Work From Home FL, FL 32302   Job Summary A Senior Small Business Banking Consultant is responsible for meeting the needs of Small Business clients that are domiciled in the Consumer Bank. This involves both a reactive and proactive team approach, working directly with clients, branch bankers, underwriters, and product specialists through telephone contact. Primary responsibility is to manage and grow Small Business client relationships, including sole proprietors, non-profits, and employer firms. Acts as an expert advisor to the Small Business owner on financial management covering a full range of financial products and services including deposits, loans, credit cards, merchant services, payroll, ACH/Wires, treasury services, insurance, and investments. Performance goals include growth of and retention of client relationships and service excellence. Small Business Banking deals are typically $10K - $2.5MM...

Job Description: Commercial Insurance Account Manager     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: We are seeking insurance professionals with 5 to 10+ years of commercial insurance experience and an active P&C license, for current and future opportunities within our Account Management career path based on experience and licensing. Multiple experience levels considered, including Account Manager,...

Standard Commercial Account Manager Location: Jacksonville  Employment Type: Full-Time Job Summary Are you a relationship-driven insurance professional who thrives on delivering exceptional service? As a Commercial Account Manager (CAM ) you’ll play a key role in supporting and retaining a diverse portfolio of commercial lines clients. You’ll be the go-to expert for coverage placement, policy maintenance, problem resolution, and overall client satisfaction. This position is ideal for a licensed insurance professional who enjoys building meaningful client relationships, navigating complex coverage needs, and helping businesses feel confident and protected. Responsibilities Build & Maintain Strong Relationships - Develop trusted partnerships with clients, underwriters, and producer - Maintain high satisfaction within your assigned book of business - Collaborate with carriers and specialty markets to find the best placement for clients Support...

- The Commercial Surety Regional Manager is responsible for the underwriting, marketing, production, profitability, and overall management of a regional Commercial Surety portfolio. This position serves as the senior underwriting leader for the assigned territory and is accountable for achieving premium growth, underwriting profitability, agency development, and portfolio management objectives. The Regional Manager will develop and maintain strong relationships with agents, brokers, principals, indemnitors, and other business partners while exercising significant underwriting authority and ensuring compliance with company underwriting guidelines and risk appetite. The position is highly market-facing and focused on profitable business development, agency management, and underwriting execution. Key Accountabilities/Deliverables: Underwriting Leadership Serve as lead underwriter for the assigned territory. Analyze, evaluate, and approve commercial surety...

Position Title Government Banking - Relationship Manager Sr   Location Work From Home FL, FL 32302   Job Summary This position is responsible for generating and managing public sector business opportunities in an assigned territory. Responsibilities include creating revenue through generation of loans and deposit growth, and cross selling all applicable banking products and services including treasury management, card services, payroll services, and any required retail services.   Job Responsibilities: JOB RESPONSIBILITIES Business Development:  Responsible for business development of new public sector client relationships and the profitability of these relationships once obtained.  This includes any follow up tracking and reporting, and administrative functions that are required. Relationship Management:  Accountable for maintaining existing client relationships and expanding these relationships by cross selling appropriate bank products and investments with...

Client Support Specialist – Standard Commercial Lines Location: Ohio, Kentucky or Florida Employment Type: Full-Time, Hybrid, based in one of our locations Why Join Us? Build a rewarding career in the commercial insurance industry with opportunities for growth and advancement. Work in a supportive, collaborative environment focused on teamwork and exceptional client service. Take advantage of ongoing training, licensing support, and continuing education opportunities. Gain valuable experience with commercial insurance operations, carrier systems, and diverse client accounts. Develop your technical insurance expertise while expanding your professional skills and industry knowledge. Position Summary We are seeking a Client Support Specialist who provides administrative and technical support to the Commercial Lines Department by assisting with the daily processing of incoming and outgoing business activities. This position partners closely with Commercial...

We are seeking a highly motivated and customer-focused Account Manager to serve as the primary liaison between clients and internal departments throughout the implementation and ongoing management of warranty and protection product programs. This role combines account management, project coordination, and customer relationship management to ensure successful program launches, exceptional client experiences, and continued growth of existing partnerships. The ideal candidate will possess strong communication and analytical skills, experience in the warranty or service contract industry, and the ability to manage multiple projects simultaneously. This individual will work closely with Sales, Operations, Product, Compliance, IT, Claims, and Finance teams to facilitate seamless onboarding, support revenue growth initiatives, and identify opportunities to expand product offerings within existing accounts. Minimum Qualifications: Bachelor’s Degree or 10+ years of equivalent work...