17 private client services client manager jobs found

National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers’ evolving needs. We offer home, auto and accident and health insurance, as well as other specialty niche insurance products, through a large network of independent insurance agents, as well as directly to consumers.  Job Description The Territory Sales Manager is responsible for consistently exceeding agreed upon new business production, direct written premium, and loss ratio goals, and other KPIs on an annual basis by effectively managing the Independent Agents of an assigned market to increase company market share by driving profitable growth. Key Responsibilities • Position is responsible for product/user integration with industry technology and comparative rating platforms within market and assigned agencies • Positions and promotes full suite of National General Insurance products into Independent Agency Partners to...

The Captive Implementation Manager (CIM) is responsible for assigned new business implementations and managing select renewal activities that require review and approval from the Department of Insurance. The CIM serves as the project manager of these new implementations and certain renewal functions. The CIM will work independently and oversee key functions within the Captive Implementation Department pertaining to their assigned new implementation cases and select renewals. This position requires critical thinking, effective communication, and organization. The CIM must be creative and enjoy working within an entrepreneurial environment that is mission-driven, results-driven and community oriented.  The ideal individual will be organized and able to maintain a realistic balance among multiple priorities, can exercise good judgment in a variety of situations and demonstrate strong written and verbal communication skills.  The CIM is responsible for executing activities tied to...

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 Manager, Commercial Risk assists in the coordination of carrier relationships on behalf of CRMG by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy. PRIMARY...

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 Executive is responsible for the management and service of complex accounts and functions at a strategic level to develop and retain consultative relationships with clients. This individual must also evaluate and educate clients on missing or newly available...

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. Position Summary: The Advisor, Employee Benefits sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of...

Job Description Summary 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. POSITION SUMMARY: The Advisor, Commercial Risk sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company...

Oxford is seeking an organized and highly motivated Account Manager to join our growing Revenue Team. This key contributor will serve as a critical link between clients, brokers, and the company, providing exceptional service and support, while reporting to one of our Senior Account Executives. The position requires a proactive approach to client and broker management, handling both new business and renewal policies and servicing needs, and maintaining comprehensive documentation while adhering to important deadlines and regulatory compliance. Ideal candidates are detail-oriented, thrive in a dynamic, client-focused, fast-paced environment, and excel in providing personalized service. We are looking for a motivated individual who is eager to contribute to our company's growth with exciting opportunities and sizeable premiums.  Job Responsibilities New Business and Renewal Process Management : Oversee all aspects of the new business and renewal process, including...

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 Legal Administrative Assistant III provides administrative and operational support for Client Legal Services attorneys under general attorney supervision. This role supports insurance defense litigation matters by entering and managing case-related data, including pleadings, motions, and correspondence related to trial, arbitration, and mediation. The assistant is responsible for calendar management, scheduling litigation events, e-filing, and supporting case workflows that require accuracy, adaptability, and strong external...

Overview At Banner Life Insurance Company, we lead with heart and ambition. Every day, we transform purpose into progress, guided by our unwavering commitment to be better for our customers, clients, and communities, not just today but long-term as well. Our people are the driving force behind everything we achieve. Their passion, purpose, and pursuit of innovation empower us to deliver cutting-edge solutions that support those we serve, ensuring we are here for you, here for good and striving for better.   We’re a forward-thinking company energized by our work and how we show up for one another. Our culture is built on meaningful impact and genuine enjoyment, because we believe great work and great experiences should go hand in hand. By offering career development opportunities, comprehensive benefits, and programs that support your wellbeing, we help you thrive personally and professionally. We are here for you, here for good and here for better....

Why Join GEICO? At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.   Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive on relentless innovation to exceed our customers' expectations while making a real impact on local communities nationwide.   Founded in 1936, GEICO is a member of the Berkshire Hathaway family of companies and one of the largest auto insurers in the United States. When you join our company, we want you to feel valued, supported, and proud to work here. That's why we offer the GEICO Pledge: Great Company, Great Culture, Great Rewards, and Great Careers. Position Responsibilities As a Senior Staff Engineering Manager, you will: Work with your senior leadership to address project dependencies, negotiate and estimate incremental delivery dates for milestones with the stakeholder...

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 Join the legal frontline and champion the defense for both the insured and the Company! As a Senior Trial Attorney, you’ll handle bodily injury, property damage lawsuits, and more, with mediations, arbitrations, and occasional trials. Beyond the courtroom, you’ll provide vital counsel to business clients and coordinate between legal teams. Stay ahead of the game by monitoring new laws and regulations, ensuring our strategies remain sharp. Embrace the excitement of constant challenges and victories in this dynamic role! Key...

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: Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work in the contiguous states plus AK. The opportunity: The Senior Manager, Insurance and Claims Advocacy is a pivotal leader within the Clinical Solutions team at PinnacleCare, Sun Life...

Responsibilities Build, maintain, and grow a book of business Manage agency relationships and serve as lead client contact Create and execute marketing plan to increase new and renewal business Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as well as new business Develop and submit underwriting referrals to company brokerage facilities and Burns & Wilcox management   Monitor key metrics to formulate corrective action impacting new business hit, renewal retention, premium growth, and loss ratio Lead, train, and develop Assistant and Associate Underwriters Qualifications Bachelor’s degree or equivalent combination of education and experience   Minimum 3 years of Personal lines underwriting or brokerage experience required, excess & surplus experience preferred Demonstrated proficiency in sales and marketing Proven...

The Claims Accountant is responsible for managing and analyzing financial transactions related to insurance claims. This role ensures the accuracy of claims payments, reserves, and reporting while maintaining compliance with regulatory requirements and company policies. The position works closely with the claims department, accounting, and auditors to improve financial processes and support strategic decision-making. Your Impact: Track, reconcile, and analyze loss payments to ensure accuracy and proper accounting treatment. Reconcile claims bank accounts daily/monthly and resolve discrepancies between bank statements, claims disbursements, and accounting records. Reconcile TPA funds held balance. Ensure timely and accurate month-end and year-end closings related to claims. Identify and resolve discrepancies in claims transactions. Develop and implement process improvements to increase efficiency and accuracy. Partner with the claims department to support accurate...

Job Description Summary 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. Position Summary:  We are seeking a motivated and detail-oriented  Sales Enablement Specialist to join our growing  Commercial Risk Management Group (CRMG)  and dynamic team. This entry-level role is designed for a high-potential individual who...

The Sales Administrative Associate – Revenue Team plays a key role in supporting the daily operations of the revenue function. This position provides essential administrative and data‑management support to help ensure accurate client records, smooth workflow execution, and timely coordination of critical activities. The ideal candidate is organized, detail‑oriented, and eager to contribute to a dynamic and collaborative team environment. This role is essential in maintaining efficiency, enhancing team productivity, and supporting the overall success of the revenue function. Key Responsibilities Coordinate schedules, appointments, and correspondence to ensure efficient communication and workflow across the revenue team. Review and process new business submissions, accurately entering information into the CRM and other related databases and coordinating the application process from start to finish. Maintain and update client account records throughout the full lifecycle,...

Responsibilities Summary : When someone needs coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Burns & Wilcox offers unparalleled resources and exposure for those looking to excel in the specialty insurance industry. We are looking for candidates with an entrepreneurial spirit and drive for career advancement to join our team as a Commercial Lines Underwriter. The Commercial Lines Underwriter will have the opportunity to grow a book of business by underwriting new commercial business and increasing renewal business through the cultivation of client relationships.   Responsibilities: Build, maintain, and grow a book of business Manage agency relationships and serve as lead client contact Create and execute marketing plans to increase new and renewal business Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as...