160 client manager jobs found in Aliso Viejo, CA

Summary The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties.  Client Managers may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts to oversee the preparation of and providing renewal and new business presentations.  Essential Duties & Responsibilities Act as the initial point of contact for Clients, Carriers and others on the Client Service Team in the following areas: RFP review and preparation. Analysis of utilization reports, carrier reports and claims data and trends. COBRA, HIPAA and coordination of 5500 data. Work closely with and instruct carrier representatives to ensure smooth implementation of new plans. Ensure required plan information and materials are sent to the client in a timely manner. Guide and mentor Benefit Analysts throughout the process of gathering Client census and...

Client Manager Department:         Employee Health & Benefits Status:                   Exempt Reports To:           Benefit Department Manager Summary The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties.  Client Managers may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts to oversee the preparation of and providing renewal and new business presentations.  Essential Duties & Responsibilities Act as the initial point of contact for Clients, Carriers and others on the Client Service Team in the following areas: RFP review and preparation. Analysis of utilization reports, carrier reports and claims data and trends. COBRA, HIPAA and coordination of 5500 data. Work closely with and instruct carrier representatives to ensure smooth implementation of new plans. Ensure required plan...

Summary The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties.  Client Managers may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts to oversee the preparation of and providing renewal and new business presentations.  Essential Duties & Responsibilities Act as the initial point of contact for Clients, Carriers and others on the Client Service Team in the following areas: RFP review and preparation. Analysis of utilization reports, carrier reports and claims data and trends. COBRA, HIPAA and coordination of 5500 data. Work closely with and instruct carrier representatives to ensure smooth implementation of new plans. Ensure required plan information and materials are sent to the client in a timely manner. Guide and mentor Benefit Analysts throughout the process of gathering Client census and...

Client Manager Department:         Employee Health & Benefits Status:                   Exempt Reports To:           Benefit Department Manager Summary The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties.  Client Managers may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts to oversee the preparation of and providing renewal and new business presentations.  Essential Duties & Responsibilities Act as the initial point of contact for Clients, Carriers and others on the Client Service Team in the following areas: RFP review and preparation. Analysis of utilization reports, carrier reports and claims data and trends. COBRA, HIPAA and coordination of 5500 data. Work closely with and instruct carrier representatives to ensure smooth implementation of new plans. Ensure required plan...

Please note: The Program start date is July 2023 Gallagher is a global leader in insurance, risk management, and consulting services. We help businesses grow, communities thrive, and people prosper. We live by The Gallagher Way, our set of shared values and guiding tenets. Our culture, driven by our people, over 35,000 strong, serves our clients with customized solutions that will protect them and fuel their futures. We are proud to be recognized by Forbes as a Best Employer for Diversity, be one of the Human Rights Campaign Foundation's Best Places to Work for LGBTQ+ Equality and named one of the World's Most Ethical Companies by Ethisphere for the 11th consecutive year. This is a place to learn, grow and succeed The Achieve Program is a structured learning and development program perfect for recent graduates or those looking to transition to a new career. We provide the foundation for building industry knowledge, skills, and expertise. You bring your passion for...

Please note: The Program start date is July 2023 Gallagher is a global leader in insurance, risk management, and consulting services. We help businesses grow, communities thrive, and people prosper. We live by The Gallagher Way, our set of shared values and guiding tenets. Our culture, driven by our people, over 35,000 strong, serves our clients with customized solutions that will protect them and fuel their futures. We are proud to be recognized by Forbes as a Best Employer for Diversity, be one of the Human Rights Campaign Foundation's Best Places to Work for LGBTQ+ Equality and named one of the World's Most Ethical Companies by Ethisphere for the 11th consecutive year. This is a place to learn, grow and succeed The Achieve Program is a structured learning and development program perfect for recent graduates or those looking to transition to a new career. We provide the foundation for building industry knowledge, skills, and expertise. You bring your passion for...

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 seeking a Client Service Manager to join our growing team. Can you deliver exceptional customer service? Are you interested in helping a range of clients through issues that vary from relatively simple to moderately complex? We are looking for people who are passionate about building relationships with clients, will collaborate with the sales team to achieve goals, constantly seek improvement and will demonstrate the value Gallagher can provide. How will you affect the business? Take a leadership role in the renewal process to ensure the best possible solutions are delivered to...

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 seeking a Client Service Manager to join our growing team. Can you deliver exceptional customer service? Are you interested in helping a range of clients through issues that vary from relatively simple to moderately complex? We are looking for people who are passionate about building relationships with clients, will collaborate with the sales team to achieve goals, constantly seek improvement and will demonstrate the value Gallagher can provide. How will you affect the business? Take a leadership role in the renewal process to ensure the best possible solutions are delivered to...

PERSONAL LINES ACCOUNT MANAGER JOB DESCRIPTION Position Description To provide organizational, technical and communications support to Sr. Account Managers, Account Executives and Vice Presidents Location: Van Nuys, California Duties and Responsibilities • Process policies, endorsements requests and endorsements based on Momentous guidelines. ▪ Includes preparing letters, invoicing, summaries, certificates, evidence of insurance and Auto ID cards. • Process policies/renewals based on the needs of the department • Any input to run MVR and Clue Reports. • Maintain communication logs. • Prepare and update applications. • Prioritize and complete multiple tasks simultaneously. Physical Actions • Required job duties are a mix of sedentary work consisting of occasional walking, standing and lifting and/or carrying 10 lbs. maximum, bending, talking, and hearing. Education Requirements • High School Diploma required. Experience Requirements • 2-4 years experience preferred. • Must be...

PERSONAL LINES ACCOUNT MANAGER JOB DESCRIPTION Position Description To provide organizational, technical and communications support to Sr. Account Managers, Account Executives and Vice Presidents Location: Van Nuys, California Duties and Responsibilities • Process policies, endorsements requests and endorsements based on Momentous guidelines. ▪ Includes preparing letters, invoicing, summaries, certificates, evidence of insurance and Auto ID cards. • Process policies/renewals based on the needs of the department • Any input to run MVR and Clue Reports. • Maintain communication logs. • Prepare and update applications. • Prioritize and complete multiple tasks simultaneously. Physical Actions • Required job duties are a mix of sedentary work consisting of occasional walking, standing and lifting and/or carrying 10 lbs. maximum, bending, talking, and hearing. Education Requirements • High School Diploma required. Experience Requirements • 2-4 years experience preferred. • Must be...

Benefit Analyst Department:      Employee Health & Benefits Status:               Non-exempt Reports To:       Client Service Executive Summary Work directly with Client Service Team (Client Managers, Client Executives and Principals) to provide a high level of client support in response to routine client requests and needs, act as liaison with carriers, and maintain client and carrier information.  Essential Duties & Responsibilities Support the Client Service Team with the renewal process. Gather client census data, current / renewal plan design and rate information, historical claims experience data, and any additionally related materials required to prepare RFP for client renewals and prospective groups. For specifically assigned clients, provide Benefit Service Associates with RFP information and respond to questions for clarification if needed.  For all other client RFP’s, follow processes and procedures to market clients for renewal...

Benefit Analyst Department:      Employee Health & Benefits Status:               Non-exempt Reports To:       Client Service Executive Summary Work directly with Client Service Team (Client Managers, Client Executives and Principals) to provide a high level of client support in response to routine client requests and needs, act as liaison with carriers, and maintain client and carrier information.  Essential Duties & Responsibilities Support the Client Service Team with the renewal process. Gather client census data, current / renewal plan design and rate information, historical claims experience data, and any additionally related materials required to prepare RFP for client renewals and prospective groups. For specifically assigned clients, provide Benefit Service Associates with RFP information and respond to questions for clarification if needed.  For all other client RFP’s, follow processes and procedures to market clients for renewal process....

Gallagher Bassett is the premier provider of global claims services, dedicated to exceptional customer service and demonstrably superior outcomes. GB helps people, teams and businesses overcome adversity and loss through the guiding expertise of over 5,000 claims professionals, all committed to going beyond expectations in the continuous pursuit of a better way. Position Summary: Under moderate management, supervises a team of claims adjusters. Actively drives adjuster hiring and leads adjuster training. Actively manages assigned adjuster workloads and performance. Participates in compliance and best practice reporting. Demonstrates a thorough understanding of corporate policies and procedures. Essential Duties & Responsibilities: Uses various metric driven tools such as FOCUS, the Claim Operation Tool Kit to evaluate performance and identify problem areas in advance of them becoming service issues. Reviews findings with manager to jointly develop a plan for...

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 an  Account Manager  to join our  Commercial Lines  Team in  Anaheim, California ! WHAT YOU’LL DO: Service middle market accounts under $10,000 in revenue Hold Bi-Monthly New/Renewal Meetings with Producer and inform Producer of unusual activity on accounts Renewal Processing New Business Processing Process mail as it comes in daily Handle routine incoming calls Answer questions regarding client coverage and limits Client / Company Requests (receive – coordinate – process) Producer request for assistance (coordinate – process) Handle all accounting requests Claims (receive – coordinate – process) Create and maintain schedules of insurance Final Audits (receive – coordinate – download to AA) Certificates (set up masters – receive requests – review – issue) Obtain signed finance agreements...

UnitedHealthcare is a company that's on the rise. We're expanding in multiple directions, across borders and, most of all, in the way we think. Here, innovation isn't about another gadget, it's about transforming the health care industry. Ready to make a difference? Make yourself at home with us and start doing your life's best work.(sm) Great account management is result of strong purpose, conviction and pride - pride in your ability and your product. UnitedHealth Group offers a portfolio of products that are greatly improving the life of others. Bring along your passion and do your life's best work.(sm) The primary duty of the Account Manger is to retain existing agent and broker groups through exceptional service in order to promote health care sales and market UnitedHealth Care products. The Account Manager focuses on the small business market segment, those customers employing up to 99 employees. If you are located in Northern CA or Southern CA near either the Concord...

Combine two of the fastest-growing fields on the planet with a culture of performance, collaboration and opportunity and this is what you get. Leading edge technology in an industry that is improving the lives of millions. Here, innovation is not about another gadget; it is about making health care data available wherever and whenever people need it, safely and reliably. There is no room for error. If you are looking for a better place to use your passion and your desire to drive change, this is the place to be. It's an opportunity to do your life's best work.(sm) You will create plans outcomes related to Risk Adjustment.  The Senior Manager will play an essential role in performance improvement, conceiving the approach for initiative implementation, and managing deployment of risk adjustment activities and programs.    You will direct the operations for multi-year, large-scale RAF projects. Programs may be related to business process/technology migrations, process-design,...

Combine two of the fastest-growing fields on the planet with a culture of performance, collaboration and opportunity and this is what you get. Leading edge technology in an industry that is improving the lives of millions. Here, innovation is not about another gadget; it is about making health care data available wherever and whenever people need it, safely and reliably. There is no room for error. If you are looking for a better place to use your passion and your desire to drive change, this is the place to be. It's an opportunity to do your life's best work.(sm) Primary Responsibilities: Correspond via email and telephone with physicians and office staff to tend to provider needs, issues, and concerns.  Process new NammNet account requests  Assist users with accessing Argon and Krypton Monthly GI & other Specialties Cap Split report calculations Distribution of Specialty CAP Report/Pre-Cap Summaries to providers  Receive Letters of Interest for EC...

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. Seasonal Tax Senior Manager – Real Estate Partnership - GCR West Handling tax in such a large, sophisticated organization takes more than just a technical understanding of current tax practices. As a Real Estate Tax Senior Manager, we will look to you to apply your knowledge to a wide range of tax areas and processes, devising strategic outcomes to some very complex issues. In return, you can expect the support of some of engaging colleagues, as well as plenty of opportunities to progress your career. The opportunity EY is currently seeking experienced seasonal tax professionals for our winter/spring 2023 tax season. You’ll...

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...

Combine two of the fastest-growing fields on the planet with a culture of performance, collaboration and opportunity and this is what you get. Leading edge technology in an industry that is improving the lives of millions. Here, innovation is not about another gadget; it is about making health care data available wherever and whenever people need it, safely and reliably. There is no room for error. If you are looking for a better place to use your passion and your desire to drive change, this is the place to be. It's an opportunity to do your life's best work.(sm) We are seeking a skilled and motivated Database Administrator (DBA) for a growth opportunity on our team.  As a Snowflake Database Administrator for Optum State Government Solutions, you will be responsible for managing the delivery of a multi-Terabyte Snowflake Data Warehouse environment on Azure Cloud that will contain public and private health care enrollment, claims and encounter data from insurance carriers,...