156 client relationship manager jobs found

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...

Greyling Insurance Brokerage & Risk Consulting, a division of EPIC, is a specialty insurance brokerage and risk consulting firm focused on architect and engineering firms. What differentiates us is our construction industry expertise. Our leaders have prior experience as practicing construction lawyers (in-house and outside), engineers, consultants, and underwriters – giving us a unique and unmatched insight into how A/E firms operate, deliver projects, and manage risks. With respect to insurance, we place many of our largest clients who qualify in highly profitable group captive programs that have saved millions, and we do so for more A/E firms than all other insurance brokers combined. We’ve been so successful, that now we’re looking to grow our team!   JOB OVERVIEW: The Broker’s main functions are to provide day-to-day customer services including completing ad hoc projects as needed, responding to client questions, providing insurance program design 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   Assistant Account Manager​   to join our growing team in   Rome, GA!     The Assistant Account Manager is responsible for retention and client relationship management. The Assistant Account Manager works in tandem with the Account Manager/Executive to assist and ensure customer satisfaction by processing services requests in a timely, efficient and accurate manner.     How You Will Contribute:     Prepare renewal letters and questionnaires; follow up on quotes and set up activities. Assist with marketing by gathering information and preparing/sending applications; follow up on quotes. Complete the Commercial Lines Checklist. Request experience mods and worksheets from the bureau. Order and track loss runs. Proofread proposals,...

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...

Position Title Senior Group Manager - Middle Market Banking (Atlanta, GA)   Location Atlanta, GA 30305   Job Summary The Group Manager – Georgia Middle Market leads a team of Senior Relationship Managers within the Southeast Corporate and Regional Commercial Banking group. This role is accountable for driving new business development, portfolio growth, revenue generation, and strong credit discipline across a portfolio of Commercial & Industrials Middle Market clients ($50 million–$1 billion in annual revenue) headquartered in Georgia. The Group Manager serves as the primary escalation point for complex transactions and relationships while partnering closely with product and credit teams to deliver prudent, profitable growth. Anticipated Base Pay Rate Range: $210-797 - $256,793   Job Responsibilities: Relationship Management/Revenue Generation : Actively expands the team’s network of clients and centers of influence by introducing new prospects to drive growth...

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: Join our team to provide exceptional customer service for retirement plan accounts! You'll build meaningful partnerships with sponsors and channels through ongoing engagement, negotiation, and proactive problem-solving. As a trusted liaison, you'll address concerns, share important regulatory news, advise on innovative plan designs, and play a key role in driving...

Position Title Relationship Manger Sr. - Homebuilder Finance   Location Atlanta, GA 30305   Job Summary The Senior Relationship Manager-Home Builder Finance manages Home Builder Finance 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. The 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 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...

  The Company At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance.  Working shoulder to shoulder with you, we uncover opportunities for sustainable success and provide perspective that moves you.  The Business WTW Investments delivers insight‑led investment advice, delegated investment and OCIO solutions, and specialist investment capabilities to help clients navigate increasingly complex investment challenges. Within the US Wealth market, WTW acts as an investment engine for wealth managers, intermediaries, and platforms —bringing together global research, open‑architecture solutions, and a strong fiduciary mindset to drive sustainable growth and better outcomes.   The Role...

This is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance.  We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture.  As a member of AXIS, you join a team that is among the best in the industry. At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work.  All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex, pregnancy, sexual orientation, gender identity or expression, national origin or ancestry, citizenship, physical or mental disability, age, marital status, civil...

Overview The Manager, Client Success Management is responsible for leading a team accountable for the end-to-end success of a scaled portfolio of clients, ensuring they realize measurable business outcomes from the Origami platform. This role is designed for a high-volume coverage model (1:25 or greater client-to-CS ratio) and emphasizes a 1:many engagement strategy, consistent adoption of platform workflows (including case management and request intake), scalable enablement, and lead generation.   As a strategic leader and coach, this role ensures the team delivers a proactive, consistent client experience across onboarding, adoption, and retention and growth. This role develops repeatable success plays, uses data-driven insights to manage health across a large book of business, and partners cross-functionally to remove friction and improve the client lifecycle at scale.     Responsibilities People Leadership & Team...

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...

This is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance.  We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture.  As a member of AXIS, you join a team that is among the best in the industry. At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work.  All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex, pregnancy, sexual orientation, gender identity or expression, national origin or ancestry, citizenship, physical or mental disability, age, marital status, civil...

At AIG, we are reimagining the way we help customers to manage risk. Join us as a NAM (North America) Claims TPA Manager to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Claims TPA This role will report to NAM Head of Claims TPA Management. This role is responsible to identify and mitigate AIG’s risk related to third party claim administrators by ensuring effective control and oversight strategies are in place and consistently executed.  The position is the “go-to” source for the NAM business in relation to TPAs, through knowledge of the claims operational/technical processes and the AIG/TPA business relationships.  The role requires the ability to balance the needs of multiple stakeholders, making sound decisions, utilizing your claims experience, judgment, and risk mitigation mindset.  The role has ownership for key TPA performance outcomes for allocated TPAs, and day to day...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This position is designated to provide critical support to the Field Property Claims Team. The role requires a high level of flexibility, with travel expectations of up to 80% depending on business needs. The individual will be deployed to assist in maintaining operational continuity, ensuring service quality, and supporting team performance across various regions. Assignments may vary in duration and location, and the ability to quickly adapt to new environments...

Primary Details Time Type: Full time Worker Type: Employee The Opportunity: The purpose of this role is to lead a significant transformational change in Cyber and information security risk management within the core business, 3rd party suppliers, programs, and projects at QBE. This role is accountable for safeguarding the company from sophisticated cyber threats by continuously outpacing and outsmarting potential risks. It involves collaborating closely with stakeholders, growing deep technical knowledge, and providing strategic insights to solve root cause problems and drive business outcomes. Location: Atlanta, GA or remote Work Arrangement: This role is hybrid, where you will be expected to be in the office 2-3 days per week or remote The salary range for this role is between $116,000-$217,500 Your New Role Deliver an effective Cyber and information security Capability across QBE, partnering to deliver appropriate levels of engagement...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The Commercial Underwriter’s primary responsibility is to produce and underwrite new and renewal commercial bond business while maintaining and building productive relationships with our network of independent agents and brokers. The person in this role should be a self-motivated individual with the responsibility to cultivate and maintain a profitable commercial book of business by using sound judgment when assessing risk and providing excellent service to our agents and customers. Responsibilities:...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

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 your next career? Then consider joining our...

Overview This is a high-impact leadership role at the center of Origami’s growth strategy.   As Director of Account Management, you will lead a team of top-performing Account Managers responsible for deepening customer relationships, driving retention, and accelerating expansion across our platform.   You will  operate  as a strategic partner to executive leadership, shaping how we engage our customers, unlock value, and scale long-term growth.   This role is equal parts leader, operator, and strategist  -  owning a meaningful book of business, building a world-class team, and elevating how we deliver outcomes for our customers.   Why This Role   Own a critical growth lever for the  business  -  retention  and expansion   Lead a high-impact team with strong visibility   Shape the future of customer strategy and go-to-market approach   Partner directly with executive leadership on...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Operations, Underwriting Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits...