8 senior portfolio manager jobs found

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Specialist to their,  The Warner Companies , team. This is a hybrid role, working 3 days a week in the Columbia and/or Timonium, MD office.  This role is designed to build a strong foundation in employee benefits brokerage and consulting account management, with a focus on group benefits. This position is responsible for developing industry knowledge and essential skills to support the Sales and Account Management team in marketing, sales, and servicing a portfolio of client accounts (Book of Business). Key Responsibilities Partner closely with the Senior Account Manager and assigned clients to deliver seamless service and support. Maintain accurate and up-to-date client files and internal systems in accordance with established protocols. Support pre‑implementation, implementation, and post‑implementation...

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: The opportunity: The Sales Associate Account Manager provides high level support to the Sales Team and is an integral part of the sales process and increased sales for PinnacleCare. The incumbent will provide assistance with the Account Management function of Membership On Boarding, Renewals,...

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 through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  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. Role Purpose The Senior Manager, State Analytics & Decision Support serves as a strategic finance partner to Product State Managers and related leaders, translating financial and operational data into clear, actionable insights that support profitable growth. This role sits at the intersection of Finance and Product, with a primary focus on state-level performance, tradeoff analysis, and forward-looking...

Description Summary: Responsible for shaping and executing strategies to maintain and enhance the value of our portfolio, including managing a portfolio of highly valued accounts, aimed at ensuring their sustained engagement and profitability.  Additionally responsible for fostering client loyalty and growth through excellent operational support, service delivery, and product consultation ensuring client needs are met or exceeded. Duties and Responsibilities: Be the day-to-day contact for mid-market to large enterprise clients with the goal of increasing their satisfaction, loyalty, revenue, and profitability.  Engage regularly with assigned clients and become a trusted advisor to their business.  Address client issues promptly, working collaboratively with internal and external teams to resolve any escalations. Ensure a strong understanding of your clients’ needs and products we offer, in order to...

Description Summary: Responsible for shaping and executing strategies to maintain and enhance the value of our portfolio, including managing a portfolio of highly valued accounts, aimed at ensuring their sustained engagement and profitability.  Additionally responsible for fostering client loyalty and growth through excellent operational support, service delivery, and product consultation ensuring client needs are met or exceeded. Duties and Responsibilities: Be the day-to-day contact for mid-market to large enterprise clients with the goal of increasing their satisfaction, loyalty, revenue, and profitability.  Engage regularly with assigned clients and become a trusted advisor to their business.  Address client issues promptly, working collaboratively with internal and external teams to resolve any escalations. Ensure a strong understanding of your clients’ needs and products we offer, in order to...

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 through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  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. GEICO is looking for an accomplished, customer-obsessed, results-oriented, and technically strong Product Manager to join our Geico Insurance Agency (GIA) team in the Sales Product Management Organization to support the Partner Integrations that enable Geico to offer products from our third-party partners. We are looking for candidates who have sound Agile product management fundamentals, a proven track...

The Baldwin Group, a nationwide Registered Investment Advisor, is seeking a Senior Advisor to join our Financial Services team. As a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin’s integrated advice platform. You’ll collaborate across practices to protect assets, optimize incomes, and help clients achieve long‑term financial outcomes. Job Responsibilities: Utilize your substantial book of business in Wealth Management to diversify and strengthen our financial portfolio. Grow and manage a client book through qualified leads, referrals, and proactive outreach, leveraging Baldwin’s holistic asset protection platform for efficient client acquisition and closing. Deliver comprehensive financial plans spanning retirement, wealth accumulation, insurance, tax‑aware strategies, and estate considerations to protect clients’ assets and incomes. Construct and maintain...

Position Summary The Property and Casualty Underwriter is responsible for managing a portfolio of accounts and driving new and renewal business opportunities for Property and Casualty insurance. The role assesses risks associated with insuring properties and liabilities, evaluates applications, analyzes data, and determines coverage terms and premiums to ensure sound underwriting decisions. They develop and maintain underwriting practices and guidelines as per delegated authority and build relationships with brokers and other stakeholders in the designated portfolio. What will your job entail? Job Responsibilities: • Underwrites new and renewal property and casualty business, analyzes policy forms, broker endorsement requests, and submitted documentation as per company underwriting standards and guidelines and obtains additional information as needed. • Determines whether to accept, modify or decline a risk through evaluation of the coverage value, location, usage, safety...