279 client manager jobs found in Aliso Viejo, CA

Burnham is a team of talented and dedicated consultants uniquely equipped to solve the biggest challenges facing your organization and its people. Our expert advisors craft custom solutions to address your needs in the areas of employee benefits, risk mitigation, and wealth management. Over 25 years, the innovative solutions and bottom-line results we’ve secured for our clients has earned us an unparalleled reputation for partner loyalty and longevity. Position Summary: The Sr Client Manager, Employee Benefits serves as a technical resource to clients, advisors, insurance company partners and prospects while providing prompt, efficient and high-quality service. Principal Responsibilities: Manages all policy activity and stewardship aspects in book of business. Analyzes and reports on relevant claims data for larger accounts, spotting trends and comparing client data to industry benchmarks. Ensures client compliance with respect to benefits and serves as an informed...

Burnham WGB is a team of talented and dedicated risk consultants uniquely equipped to solve the biggest challenges facing your organization. Our expert advisors thoroughly assess your business and situation to develop creative, comprehensive, and cost-effective solutions that are uniquely yours. Over 35 years, the innovative programs and bottom-line results we’ve secured for our clients has earned us an unparalleled reputation for partner loyalty and longevity. We provide a complete range of commercial insurance products and services including loss control and claims consulting, risk management, and personal insurance to successful individuals and families. We are proud to have been named one of Orange County's "Best Places to Work"​ by the Orange County Business Journal. We are also annually recognized by Insurance Journal as one of the "Top 100 Independent Insurance Agencies."​ POSITION SUMMARY: The Sr. Client Manager, Commercial Risk assists in the coordination of carrier...

Burnham WGB is a team of talented and dedicated risk consultants uniquely equipped to solve the biggest challenges facing your organization. Our expert advisors thoroughly assess your business and situation to develop creative, comprehensive, and cost-effective solutions that are uniquely yours. Over 35 years, the innovative programs and bottom-line results we’ve secured for our clients has earned us an unparalleled reputation for partner loyalty and longevity. We provide a complete range of commercial insurance products and services including loss control and claims consulting, risk management, and personal insurance to successful individuals and families. We are proud to have been named one of Orange County's "Best Places to Work"​ by the Orange County Business Journal. We are also annually recognized by Insurance Journal as one of the "Top 100 Independent Insurance Agencies."​ PRIMARY RESPONSIBILITIES: Maintain client files in Agency Management System accurately and...

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 mission is to be an integral part of the team and partner with sales and service colleagues to deliver a high level of service to our clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel 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 mission is to be an integral part of the team and partner with sales and service colleagues to deliver a high level of service to our clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel 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 mission is to be an integral part of the team and partner with sales and service colleagues to deliver a high level of service to our clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel to...

RogersGray, A Baldwin Risk Partner, is a place where smart, dedicated, ambitious, and motivated people come together to build something meaningful. We work hard, brainstorm often, and laugh a lot. If you want the opportunity to work in a supportive environment, challenge yourself and learn new skills, we want to talk to you JOB SUMMARY The mission is to be an integral part of the team and partner with sales and service colleagues to deliver a high level of service to our clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment. PRIMARY RESPONSIBILITIES: Manage day-to-day activities of client accounts including, but not limited to, policy review, changes and updates, contract reviews, preparing renewal documents, marketing and negotiating insurance programs, and financial statements related to the client's insurance. Responsible for...

The mission is to be an integral part of the Commercial Lines team and partner with Advisors, Directors Risk Management, Client Service Specialists and others in the agency to deliver a high level of service to our commercial clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment. PRIMARY RESPONSIBILITIES: Maintain client files in Agency Management System accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices. Compose professional business correspondence via letter, email, and/or other means Capable for performing accounting/math related functions including invoicing, premium allocation, and other tasks as necessary. Monitor claims as outlined by agency procedures. Communicate claims information to others in the...

The Private Client Relationship Manager will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic advisor for coverage related inquiries and analysis, driving renewal efforts, and partnering with producers on prospective marketing initiatives. Additionally, this role will help to educate clients regarding their protection limitations and opportunities and help drive enterprise growth through cross-sell and up-sell initiatives. Your Impact: · Building and maintaining constructive and effective relationships with internal and external clients by meeting and exceeding service expectations for assigned book of business · Actively service and retain existing accounts to mitigate client risk and exposure · Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files in agency management system · Respond to client inquiries, service...

Client Relationship Manager - SA08AE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              The Hartford’s Group Benefits segment is a market leader in life and disability insurance and an expanding suite of voluntary products and services, providing businesses with the employee benefits solutions necessary to attract and retain top talent.  We view underwriting human achievement to be at the heart of what we do, aiming to build resilience in our communities, empower personal and business success for our customers and create a  culture  where our employees can thrive. As a Client Relationship Manager, you are Responsible for managing a defined book of business consisting of Regional Account (500-4,999 lives) customers.   Your primary...