56 client manager jobs found in Cleveland, OH

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary : Responsible to provide external support to clients for an assigned book of business, giving internal direction to the client management support team; collaborates with internal resources as needed to ensure the client's needs are satisfied with responsibility for retaining existing business. A Day in The Life : Serves as the key service contact to identify, design, communicate and implement cost effective benefit solutions to minimize risk; responds to requests for assistance in a timely and collaborative manner. Approximate workload defined by Practice: Large:  6 - 10 accounts; total book value of $1M - $1.5M. Middle Market:  25 - 75 accounts; total book value of $300K - $1M. Small Market:  30 - 44 accounts (efficiencies of scale considered); total book value of...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary The Client Manager will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client’s employee benefits program supports their financial and organizational goals, and providing renewal management with oversight, guidance, and input from other senior members of the team. This also includes growth on the current book of business, an understanding of the client’s business, and a minimum of 95% retention and client satisfaction rating. Essential Functions Quality, Client Service & Expertise Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines. With oversight, guidance and input from the CE/Producer: Participate in annual...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary The Client Manager will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client’s employee benefits program supports their financial and organizational goals, and providing renewal management with oversight, guidance, and input from other senior members of the team. This also includes growth on the current book of business, an understanding of the client’s business, and a minimum of 95% retention and client satisfaction rating. Essential Functions Quality, Client Service & Expertise Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines. With oversight, guidance and input from the CE/Producer: Participate in annual...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. A Day in The Life Responsible for servicing an assigned book of business which varies based upon client needs, account complexity, and client structure. Serves as the main point of contact for all existing clients, centers of influence and assigned book of business; responds to all service requests inclusive of billing inquires and coverage options. Ensures all client service needs are delivered in a timely and professional manner throughout the year by responding to requests as submitted in accordance to agency standards. Maintains accurate account files, records, and documentation in accordance with the agency standards; confirms in writing all relevant contacts, communication, suggestions, advice, etc., with clients, carriers and other applicable parties and attaches documentation...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary The Client Manager will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client’s employee benefits program supports their financial and organizational goals, and providing renewal management with oversight, guidance, and input from other senior members of the team. This also includes growth on the current book of business, an understanding of the client’s business, and a minimum of 95% retention and client satisfaction rating. Essential Functions Quality, Client Service & Expertise Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines. With oversight, guidance and input from the CE/Producer: Participate in annual...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. A Day in The Life Responsible for servicing an assigned book of business which varies based upon client needs, account complexity, and client structure. Serves as the main point of contact for all existing clients, centers of influence and assigned book of business; responds to all service requests inclusive of billing inquires and coverage options. Ensures all client service needs are delivered in a timely and professional manner throughout the year by responding to requests as submitted in accordance to agency standards. Maintains accurate account files, records, and documentation in accordance with the agency standards; confirms in writing all relevant contacts, communication, suggestions, advice, etc., with clients, carriers and other applicable parties and attaches documentation...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary : Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties. A Day in The Life :             Provides direct administrative support as required for one to three assigned Client Managers and Practice Leaders; responds to requests for assistance in a timely and collaborative manner. Solicits renewal information by email (previous and current year application, exposure updates, etc.) from the incumbent carrier and client 90-120 days prior to renewal date; follows up to secure information at 60, 45, and 30-day touch points; escalates to Client Manager for resolution if...

Description Summary:  The Renewable Energy Finance (“REF”) team at the Huntington Bank, N.A originates project finance and non-recourse transactions for renewable energy facilities. The Line of Business is focused primarily on Tax Equity transactions in the Renewables sector including wind, solar, storage and other forms of renewable investment. The REF team is seeking a talented and ambitious Sr. Portfolio Manager (Associate Director), and this role supports the Renewable Energy, Underwriting and Portfolio Management team. The Underwriting and Portfolio Management organization is responsible for working with internal partners to underwrite new transactions and manage the existing portfolio of loans. Our Underwriters and Portfolio Managers balance supporting the Commercial Bank’s growth and ensuring we have a scalable, well-managed business. The position requires working closely with clients, Relationship...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary : The primary role of the Proposal Manager is to lead the firm’s sales and service teams in coordinating and producing professionally written, formatted and branded new business proposals. Responsibilities include managing the proposal process for Unison Risk Advisors (URA), producing proposal management plans, seeking opportunities to enhance our proposal approach, monitoring proposal trends and data, and devising strategies to identify and secure opportunities, ensuring timeliness and accuracy. This role requires a highly motivated candidate that can implement clear project management skills to keep cross-functional teams on task, as well as have great attention to detail, to ensure all requirements and deadlines are met. A Day in The Life : Lead and mentor a team of...

Description Summary: The Credit Review Officer reports to a Credit Review Group Manager or Team Lead.  The ideal candidate is a proven credit risk professional with an exceptional delivery track record within commercial lending, non-traditional credit risk or credit data analytics. The CRO independently evaluates and reports on the effectiveness of the credit processes that produce and monitor assets that generate credit risk. Duties and Responsibilities: The candidate should possess a detailed working knowledge of the methodologies and techniques for performing credit risk review engagements and continuous monitoring activities associated with a strong independent credit review function. Participate in the execution of Commercial credit review program assignments in accordance with departmental policy and procedures to effectively assess: credit risk inherent in products/services and related activities,...

About Auris   Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive.     Job Summary   Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Territory Manager (PTM) , you will report to the Payroll Division Manager (PDM) .  Activities include explaining our value proposition to clients via Atlas CRM,...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary As a Carrier Payables Accounting Manager, you will lead daily accounting operations focused on premium accounting, commission reconciliation, and carrier payables. You’ll ensure trust account compliance and support strategic initiatives aligned with regulatory and industry standards. This role is essential to maintaining financial integrity and operational efficiency, while also contributing to the annual audit process and special projects. A Day in The Life Oversee daily accounting operations, including client invoicing, premium remittance, carrier payables, and general ledger activities. Monitor and adjust team workflows to meet deadlines and ensure accuracy. Review account reconciliations, production system reports, carrier and return premium payments, and...

Position Title Senior Relationship Manager - Middle Market (Cleveland, Ohio) Location Cleveland, OH 44114 Job Summary Responsible for new business development and relationship management targeted to middle market and large corporate companies within Northern Ohio. Generate revenue by developing and maintaining relationships with identified companies/developers/managers, generating deal flow directly from these clients/prospects and orchestrating a team approach to the relationship. The position is supported by product specialists (capital markets, rates and FX derivatives, treasury management, etc.), portfolio managers (credit underwriting, transaction approvals/processing, portfolio management routines) and operational support specialists but remains accountable for all aspects of the relationship. Pay Range: $140,622 - $186,324 - $232,026 Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: New Business Origination:  Developing and...

About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: The role of the Commercial Lines Senior Account Manager is the support of the team through marketing of accounts including negotiation with underwriters to obtain optimal coverage and pricing. Additional responsibilities include the utilization of...

Description Summary: The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties...

Company Details     Berkley Accident and Health is a risk management company that designs innovative solutions to address the unique challenges of each client. With our entrepreneurial culture and a strong emphasis on analytics, we can help employers better manage their risk. We offer a broad range of products, including employer stop loss, benefit captives, provider stop loss, HMO reinsurance, and specialty accident. The key to Berkley’s success is our nimble approach to risk – our ability to quickly understand, think through, and devise a plan that addresses each client’s challenges, coupled with the strong backing of a Fortune 500 company. Our parent company, W. R. Berkley Corporation , is one of the largest and best managed property/casualty insurers in the United States.   #LI-AV1  #LI-Remote This is a remote position with travel focused in the North Central region of the United States.   The company is an equal employment...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Overview: We are seeking a dynamic and customer-focused ICHRA (Individual Coverage Health Reimbursement Arrangement) Customer Success Manager to join our team. The ideal candidate will be responsible for ensuring a smooth and positive experience for our ezICHRA customers as they navigate the implementation and ongoing management of their ICHRA plans. This role involves building strong relationships with customers, providing strategic guidance, and offering support to ensure their satisfaction and success in utilizing the ICHRA model. Key Responsibilities: Customer Onboarding & Implementation: Guide customers through the process of setting up and launching their ICHRA plans. Ensure smooth integration with customers’ internal management systems, helping customers...

About Acrisure    A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more .       In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.   .   Job Summary: The Account Manager (AM) is the primary day-to-day contact for all service needs for both external and internal customers. They are accountable for facilitating team service deliverables and managing...

Job Summary The Actuarial Senior Manager develops business strategies for actuarial function, oversees the reporting processes and actuarial analysis, and monitors KPIs. The role also provides expertise on rate and product filing, oversees pricing, reserving, and reporting activities, leads complex problem solving, and champions the adoption of actuarial analytics across business units in the organization. The role also provides people leadership for a team or multiple teams of actuarial employees.   Job Responsibilities Develops profitable targets and business strategy, and formulates policies that manage Property Casualty rates, reserves, risk capital, and product research. Maintains, expands, and applies knowledge of the insurance industry, actuarial trends, market conditions, and competitor information and shares that information with Actuarial and other business units. Develops and maintains an enterprise view of profitability, risks, and opportunities across...

The  Billing Specialist  will work closely with carriers, agents, employers, and policyholders while managing their own caseload. Meet service standards for processing volumes, speed, and responsiveness in a fast-paced work environment. Your Impact : Process bill payments and policy changes with accuracy and efficiency. Manage your caseload and meet all Service Level Agreements (SLAs) with ease. Collaborate with team members to ensure service levels are met for all Premium Accounting clients. Support company-wide initiatives, including system improvements, special projects, and customized services for new clients Juggle multiple assignments with a positive and proactive approach Continuously build your knowledge and share insights with colleagues to enhance overall team performance Successful Candidates Will Have: Proficiency in Excel for managing date and reports Experience working with clients via phone and email to provide excellent service Strong...