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client board manager

39 client board manager jobs found

01/30/2023  
Account Manager Featured
$50,000 - $60,000 yearly
Essential Duties and Responsibilities include the following- ·         Provide client services for designated prospects and clients, managing the submission (RFP) process, securing information to effectively market to all carrier partners, preparing all new and renewal submissions for marketing, analyzing data, reviewing proposals, and implementing communication strategies with the client and/or producer. ·         Stay abreast of markets, products, and carrier competitiveness to provide a comprehensive product portfolio to the client. ·         Knowledge of Agency Management System, keeping data current and staying up to date on system requirements, updates etc. ·         Act as a liaison between the client and insurance companies in order to resolve all normal service issues regarding billing, claims, eligibility and other customer service issues. ·         Dive into the technical details of plan design and cost analysis when preparing to...
Fulcrum Risk Solutions Columbia, SC, USA Full Time
03/01/2023  
Client Board Manager
Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures. Position Summary: The Account Manager is responsible for the day-to-day account management for small to mid-sized clients that are routine/moderately complex client accounts. Essential Duties and Responsibilities: Account management as primary responsibility. Has retention goals. Responsible for the day-to-day account management for routine/moderately complex client accounts. Manages an assigned book of business and builds, expands, and solidifies relationships with existing clients. Leads appropriate resources to address the client's risk/capital management needs....
Gallagher San Diego, CA, USA
02/03/2023  
CLIENT BOARD MANAGER
Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures. Position Summary The Account Manager is responsible for the day-to-day account management for small to mid-sized clients that are routine/moderately complex client accounts. Account management as primary responsibility. Has retention goals. Responsible for the day-to-day account management for routine/moderately complex client accounts. Manages an assigned book of business and builds, expands, and solidifies relationships with existing clients. Leads appropriate resources to address the client's risk/capital management needs. Secures existing business and drives the sale...
Gallagher San Diego, CA, USA
02/03/2023  
Client Board Manager
Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures. Position Summary: The Account Manager is responsible for the day-to-day account management for small to mid-sized clients that are routine/moderately complex client accounts. Essential Duties and Responsibilities: Account management as primary responsibility. Has retention goals. Responsible for the day-to-day account management for routine/moderately complex client accounts. Manages an assigned book of business and builds, expands, and solidifies relationships with existing clients. Leads appropriate resources to address the client's risk/capital management needs....
Gallagher San Diego, CA, USA
03/18/2023  
Property Warranty Program Project Manager
Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures. We are currently looking for an experienced PROPERTY WARRANTY PROGRAM PROJECT MANAGER to join our team. Essential Duties and Responsibilities: Managing a public school district property warranty program in conjunction with pool leadership. Communicating with external construction/remediation firms, public school districts, and pool staff regarding the program. Coordinating pre-damage services, routine audit and plan modifications, and repair or replacement of district facilities when required. Consulting with the Arizona School Facilities Board. Marketing to the program to...
Gallagher Phoenix, AZ, USA
03/16/2023  
Assurance Advisor - Financial Services Office - Manager - Multiple Positions - 1401269
At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. Assurance Advisor (Financial Services Office) (Manager) (Multiple Positions) , Ernst & Young U.S. LLP, New York, NY.   Provide audit services, demonstrating to clients that there is real value in the audit process, above and beyond the regulatory mandate. Plan and perform audit procedures in accordance with U.S. GAAS, including PCAOB rules and regulations, for private and public company financial statements prepared in accordance with U.S. GAAP. Apply knowledge of SEC rules and regulations over financial reporting. Identify accounting and auditing issues on a timely basis. Provide accounting insights to clients in a clear...
EY New York, NY, USA
03/10/2023  
Assurance Advisor - Financial Services Office - Manager - Multiple Positions - 1408855
At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. Assurance Advisor (Financial Services Office) (Manager) (Multiple Positions) , Ernst & Young U.S. LLP, Seattle, WA.   Provide audit services, demonstrating to clients that there is real value in the audit process, above and beyond the regulatory mandate. Plan and perform audit procedures in accordance with U.S. GAAS, including PCAOB rules and regulations, for private and public company financial statements prepared in accordance with U.S. GAAP. Apply knowledge of SEC rules and regulations over financial reporting. Identify accounting and auditing issues on a timely basis. Provide accounting insights to clients in a clear...
EY Seattle, WA, USA
03/08/2023  
Assurance Advisor - Financial Services Office - Manager - Multiple Positions - 1411030
At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. Assurance Advisor (Financial Services Office) (Manager) (Multiple Positions), Ernst & Young U.S. LLP, San Francisco CA.  Provide audit services, demonstrating to clients that there is real value in the audit process, above and beyond the regulatory mandate. Plan and perform audit procedures in accordance with U.S. GAAS, including PCAOB rules and regulations, for private and public company financial statements prepared in accordance with U.S. GAAP. Apply knowledge of SEC rules and regulations over financial reporting. Identify accounting and auditing issues on a timely basis. Provide accounting insights to clients in a clear...
EY San Francisco, CA, USA
03/02/2023  
Sr. Manager, NA Marketing & Communications - Chubb Bermuda
Summary and Scope Chubb is seeking a dynamic senior marketing and communications manager to join the company’s Bermuda division. This individual will collaborate with Chubb’s Bermuda executive leadership to develop and execute an integrated communications plan for the division, including implementing and executing on internal and external marketing communications to support the business’ strategic growth and retention objectives. The position will report to the Vice President, Marketing & Communications, Major Accounts. As a member of the North America Marketing & Communications team, the Chubb Bermuda senior marketing manager must be able to think methodically and support business objectives with data and creativity. This team player is constantly curious, stays up to date with market trends, lends ideas for innovation, and collaborates across the organization to drive broker and client engagement. The ideal candidate will have exceptional...
Chubb Philadelphia, PA, USA
02/24/2023  
Assurance Advisor - Financial Services Office - Manager - Multiple Positions - 1392803
At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. Assurance Advisor (Financial Services Office) (Manager) (Multiple Positions) , Ernst & Young U.S. LLP, Los Angeles, CA.   Provide audit services, demonstrating to clients that there is real value in the audit process, above and beyond the regulatory mandate. Plan and perform audit procedures in accordance with U.S. GAAS, including PCAOB rules and regulations, for private and public company financial statements prepared in accordance with U.S. GAAP. Apply knowledge of SEC rules and regulations over financial reporting. Identify accounting and auditing issues on a timely basis. Provide accounting insights to clients in a...
EY Los Angeles, CA, USA
02/22/2023  
Auditor-Assurance-Financial Accounting Advisory Services-Financial Services Office-Mgr-MP-1407026
At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. Auditor, Assurance - Financial Accounting Advisory Services, (Financial Services Office) (Manager) (Multiple Positions), Ernst & Young U.S. LLP, Tysons, VA.    Assist corporate clients to address the strategic accounting and financial reporting challenges facing their businesses and finance functions. Provide financial accounting, audit, and advisory services to corporate clients, helping clients address complex accounting and reporting issues. Examine and analyze financial records to prepare financial reports. Assist clients in translating complex accounting and financial reporting issues into solutions for accounting,...
EY McLean, VA, USA
02/22/2023  
Assurance Advisor - Financial Services Office - Manager - Multiple Positions - 1408817
At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. Assurance Advisor (Financial Services Office) (Manager) (Multiple Positions), Ernst & Young U.S. LLP, Chicago, IL.    Provide audit services, demonstrating to clients that there is real value in the audit process, above and beyond the regulatory mandate. Plan and perform audit procedures in accordance with U.S. GAAS, including PCAOB rules and regulations, for private and public company financial statements prepared in accordance with U.S. GAAP. Apply knowledge of SEC rules and regulations over financial reporting. Identify accounting and auditing issues on a timely basis. Provide accounting insights to clients in a clear and...
EY Chicago, IL, USA
02/22/2023  
Assurance Advisor - Financial Services Office - Manager - Multiple Positions - 1342005
Assurance Advisor (Financial Services Office) (Manager) (Multiple Positions) , Ernst & Young U.S. LLP, Houston, TX .   Provide audit services, demonstrating to clients that there is real value in the audit process, above and beyond the regulatory mandate. Plan and perform audit procedures in accordance with U.S. GAAS, including PCAOB rules and regulations, for private and public company financial statements prepared in accordance with U.S. GAAP. Apply knowledge of SEC rules and regulations over financial reporting. Identify accounting and auditing issues on a timely basis. Provide accounting insights to clients in a clear and concise manner, including insights into complex accounting issues such as revenue recognition, share-based compensation, business combinations and internal controls.    Manage and motivate teams with diverse skills and backgrounds. Consistently deliver quality client services by monitoring progress. Demonstrate in-depth technical capabilities and...
EY Houston, TX, USA
02/22/2023  
Assurance Advisor - Financial Services Office - Manager - Multiple Positions - 1402862
At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. Assurance Advisor (Financial Services Office) (Manager) (Multiple Positions) , Ernst & Young U.S. LLP, San Jose, CA.   Provide audit services, demonstrating to clients that there is real value in the audit process, above and beyond the regulatory mandate. Plan and perform audit procedures in accordance with U.S. GAAS, including PCAOB rules and regulations, for private and public company financial statements prepared in accordance with U.S. GAAP. Apply knowledge of SEC rules and regulations over financial reporting. Identify accounting and auditing issues on a timely basis. Provide accounting insights to clients in a clear...
EY San Jose, CA, USA
02/22/2023  
Assurance Advisor - Financial Services Office - Manager - Multiple Positions - 1402911
At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. Assurance Advisor (Financial Services Office) (Manager) (Multiple Positions) , Ernst & Young U.S. LLP, Jacksonville, FL.   Provide audit services, demonstrating to clients that there is real value in the audit process, above and beyond the regulatory mandate. Plan and perform audit procedures in accordance with U.S. GAAS, including PCAOB rules and regulations, for private and public company financial statements prepared in accordance with U.S. GAAP. Apply knowledge of SEC rules and regulations over financial reporting. Identify accounting and auditing issues on a timely basis. Provide accounting insights to clients in a...
EY Jacksonville, FL, USA
02/22/2023  
Assurance Advisor - Financial Services Office - Manager - Multiple Positions - 1401274
At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. Assurance Advisor (Financial Services Office) (Manager) (Multiple Positions), Ernst & Young U.S. LLP, New York, NY.   Provide audit services, demonstrating to clients that there is real value in the audit process, above and beyond the regulatory mandate. Plan and perform audit procedures in accordance with U.S. GAAS, including PCAOB rules and regulations, for private and public company financial statements prepared in accordance with U.S. GAAP. Apply knowledge of SEC rules and regulations over financial reporting. Identify accounting and auditing issues on a timely basis. Provide accounting insights to clients in a clear and...
EY New York, NY, USA
02/22/2023  
Assurance Advisor - Financial Services Office - Manager - Multiple Positions - 1408094
At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. Assurance Advisor (Financial Services Office) (Manager) (Multiple Positions), Ernst & Young U.S. LLP, Los Angeles, CA. Provide audit services, demonstrating to clients that there is real value in the audit process, above and beyond the regulatory mandate. Plan and perform audit procedures in accordance with U.S. GAAS, including PCAOB rules and regulations, for private and public company financial statements prepared in accordance with U.S. GAAP. Apply knowledge of SEC rules and regulations over financial reporting. Identify accounting and auditing issues on a timely basis. Provide accounting insights to clients in a clear...
EY Los Angeles, CA, USA
02/21/2023  
Assurance Advisor - Financial Accounting Advisory Services - FSO - Sr Manager - Multi Pos - 1406022
At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. Assurance Advisor, Financial Accounting Advisory Services, (Financial Services Office) (Senior Manager) (Multiple Positions), Ernst & Young U.S. LLP, San Francisco, CA. Work with a team to provide financial accounting, audit, and advisory services to help clients address accounting and financial reporting issues. Work and manage a team of professionals to assist in such areas as GAAP conversion, commodities, hedging, and advising companies that are increasing their M&A activity, undertaking an IPO or facing other regulatory or compliance matters. Examine and analyze financial records to prepare financial reports. Assist...
EY San Francisco, CA, USA
02/21/2023  
Assurance Advisor - FAAS - Global Treasury - FSO - Manager - Multiple Positions - 1402616
At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. Assurance Advisor, Financial Accounting Advisory Services (Global Treasury), (Financial Services Office) (Manager) (Multiple Positions) , Ernst & Young U.S. LLP, New York, NY.   Assist clients to improve their treasury function.  Work with a team to assist clients with risk management, funding and capital management, cash flow forecasting, treasury technology, post- merger integration, organizational design and cash management.  Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards. Develop,...
EY New York, NY, USA
02/21/2023  
Assurance Advisor - FAAS - Global Treasury - FSO - Manager - Multiple Positions - 1403878
At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. Assurance Advisor, Financial Accounting Advisory Services (Global Treasury), (Financial Services Office) (Manager) (Multiple Positions) , Ernst & Young U.S. LLP, Hoboken, NJ.   Assist clients to improve their treasury function.  Work with a team to assist clients with risk management, funding and capital management, cash flow forecasting, treasury technology, post- merger integration, organizational design and cash management.  Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards. Develop,...
EY Hoboken, NJ, USA