18 private client account manager jobs found

The Account Manager's main responsibility is to manage daily client service needs for a designated book of business, which may be overseen by a Producer or Account Executive responsible for service, placement, and business development. This role involves extensive use of system tools and frequent client communication via email or phone. The Account Manager must strictly adhere to corporate procedures, including maintaining data integrity within the system of record. As a key part of the client team, the Account Manager also provides guidance to any third-party vendors managing aspects of the account. Your Impact: Client management: At the direction of the Producer or Account Executive (Prod/AE), participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering. Manages a renewal book of business, including creation of submissions, supporting the placement process, including Proposals and Binding. Provide support in...

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. If you're passionate about being part of an organization that enables a Fortune 100 company to deliver innovative business solutions with excellence, then Nationwide's Legal team could be the place for you!  This Counsel position will support complex commercial and technology transactions within the Innovation, Contract Services, Marketing & Intellectual Property legal team.  Additional core functions include:   Drafting and negotiating a wide range of commercial contracts, with emphasis on procurement of technology (cloud,...

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 Telephonic Case Manager Note: Candidates must reside in Ohio to be eligible for this role. PRIMARY PURPOSE OF THE ROLE: While partnering with the injured worker, employer, and medical providers, create a case management strategy to facilitate medical recovery and a successful return to work through advocacy, communication and coordination of medical services. ARE YOU AN IDEAL CANDIDATE? We are looking for enthusiastic candidates who thrive in a...

Description This role is remote due to travelling to different markets in the HNB footprint but must be filled in the Columbus, OH. Summary: The Regional Sales Manager (RSM) for Up Market Healthcare is responsible for leading and managing Business Development Officers (BDOs) focused on the Up Market segment, outside the bank’s footprint and dotted line responsibility for specialized RMs in Footprint. This role serves as a strategic leader, subject matter expert, and sales driver for the Up Market healthcare banking initiatives, ensuring alignment with national goals and performance metrics. Duties and Responsibilities: Lead and manage BDOs within the Up Market Healthcare vertical. Develop and execute business development and COI (Centers of Influence) strategies across markets. Own and drive the go-to-market strategy for Up Market Healthcare. Act as the subject matter expert for Specialized...

Plans and delivers safety/risk management services to insured customers and internal associates. We are currently seeking a risk control professional that is technically proficient, self-motivated and results driven to fill an open position within our Northeast Shared Services division. You must be able to conduct comprehensive safety and risk management assessments, provide our Underwriting teams with a strong analytical opinion of risk to support our goal of profitable growth within variety of middle to large premium market segment for Dealerships, Construction, Manufacturing, Wholesale Trade, Retail, Commercial Real Estate and Service industries.  In addition, the successful candidate will develop close relationships with our agents and policyholders, conducting selected safety seminars and training, to build the value-added service that Sentry is known for.   The ideal candidate's preferred location would be in or around the Cleveland area. We will consider...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial 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 will support our Retirement Solutions team serving our clients in the Central Region of Ohio. Living in Ohio or in the greater Chicagoland or Detroit metropolitan area is preferred. This role will require the candidate to be a Certified Financial Planner (CFP) and they must have the FINRA 6, 63 & 65 or 7 & 66 licenses. This is a G2 band role. #LI-COLE Job Description Summary Our team is a versatile group of individuals, working together to meet our...

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 an Account Executive to join our growing team. Our Account Executives are pivotal in delivering exceptional service and innovative insurance solutions to our clients. In this role, you will be responsible for managing and growing a portfolio of...

Support the 4-Pillars of Success: Client Retention, Sales Facilitation, Employee Development and Maximization of Profit Margin Plan and direct staff to appropriately manage business needs Mentor/train/coach Supervisors Assist in handling client and sales escalations Work with fellow managers to ensure consistency is achieved throughout the service model Assist Supervisors with the handling of performance issues Foster a cohesive relationship with sales partners Oversee interviewing and hiring for the office Motivate and engage staff to work efficiently and cohesively Identify methods to improve processes and increase efficiency and implement as directed Other tasks as assigned or requested What are the requirements? Must have in-depth knowledge and understanding of the Payroll process A minimum of 2 years proven leadership experience Strong written and interpersonal...

The HRIS Manager serves as CorVel’s functional and strategic lead for Human Resources Information Systems. This is an excellent opportunity for a highly skilled HRIS, Payroll, or Data Analytics professional who is ready to step into their first formal people‑leadership role. The HRIS Manager will oversee system operations, reporting, data quality, and lead and mentor a small HRIS team. Position will be the primary point of contact for external UKG resources; taking ownership of ongoing project management. This role partners closely with internal HR leadership, Payroll, InfoSec, and IT to maintain a strong control environment, support audits, and continuously improve HR systems in alignment with CorVel’s business needs. This is a remote position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: System Administration & Optimization Serve as the primary owner and administrator of CorVel’s HRIS environment, ensuring stability, accuracy, and efficiency. Configure,...

We are currently seeking a dedicated and detail-oriented individual to join our team as a Claims Adjuster . In this role, you will play a crucial part in providing exceptional inbound customer support by promptly and courteously addressing incoming calls. Your responsibilities will include verifying contract information, accurately entering new claims into the system based on client-specific terms and conditions, and confirming coverage in alignment with established policies and procedures. Your Impact: Provide inbound customer support by answering incoming calls promptly and courteously. Verify contract information, accurately enter new claims into system based on client specific terms and conditions and confirm coverage in accordance with policies and procedures. Review all documentation supporting the claim, proof of ownership, and parts and replacement costs. Issue coverage denials where appropriate or schedule a servicer as needed to handle the damages to...

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. Nationwide’s Investments Legal Practice Group within the Office of the Chief Legal Officer is seeking an experienced attorney to support the Department of Investments with a primary focus on structured finance. This role provides strategic legal guidance on the structuring, negotiation, and execution of complex transactions involving asset-backed securities (ABS), collateralized loan obligations (CLOs), structured notes, securitizations, and related structured products. The successful candidate will collaborate closely with senior...

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. As part of one of Nationwide Financial’s most dynamic and sophisticated business segments, this role supports the legal team that advises the Institutional Life Insurance (“ILI”) business, a market leader in both the Corporate Owned Life Insurance (COLI) and Bank Owned Life Insurance (BOLI) space. Experience with Donnelley Financial Solutions’ suite of disclosure‑management products, particularly ArcPro, will be viewed as a meaningful differentiator. Key Responsibilities Conduct legal research and regulatory analysis to support the...

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 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 Payroll Territory Manager (PTM), you will report to the Payroll Division Manager (PDM).  Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Auris products and services, and...

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 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 Payroll Territory Manager (PTM), you will report to the Payroll Division Manager (PDM).  Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Auris products and services, and...

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 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 include explaining our value proposition to clients via Atlas CRM, upselling current clients on other...

The PL Select Team Leader role is to oversee the day-to-day operations of the PL Select team, manage staff performance and development, their collective adherence to Select processes, review agreed upon KPI’s, interact with, and assist in the management of external carrier and vendor relationships and be a point person for the local geography within the broader RSC and Select structure. Your impact: Responsible for leading the PL Select office to successfully reach or exceed its growth and client retention goals. Manage the standardized workflows for all PL Select team members. Set department goals and KPI’s in collaboration with Regional PL Select Leader. Responsible for handling a reduced book of business to leave enough time for team management responsibilities. Establish professional development and talent management for all PL Select staff. Assist in the management of external vendor relationships in collaboration with leadership to ensure process and...

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 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 Payroll Territory Manager (PTM), you will report to the Payroll Division Manager (PDM).  Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Auris products and services, and...

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   Job Description: Location: Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work in the contiguous states plus AK, however for this position you must reside in either Kentucky or Ohio .    At Sun Life, we look for optimistic people who want to make life...