55 client manager jobs found in San Diego, CA

Company: Description: Summary The Sr. Client Manager will provide advanced technical support to Client Executive Service as well as continue to perform the Client Manager duties for existing clients, working in conjunction with other team members.  In addition, the Sr. Client Manager may perform in the capacity of a Client Executive Service for specifically assigned accounts preparing for and providing renewal and new business presentations.  Essential Duties & Responsibilities Actively participate in initial strategy meeting with the client to develop the broad outline of the strategy as expressed by the Client Executive Sales. Acting in the capacity of the service lead, analyze coverages and claims data for new and renewal business Develop marketing strategy for clients based on their needs, history, claims data and a strong knowledge built over time regarding coverage placement which can provide the best possible coverage designs and premiums. Negotiate...

Company: Description: 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 are responsible for retention of existing business and the development of new business within assigned accounts. This position 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: Under the direction of the Client Executive, this position is responsible for reviewing contracts, plan documents, Summary Plan Descriptions and other legal documents for accuracy and ensuring all material is sent to client in a timely manner Assist to ensure client compliance with annual...

Company: Marsh McLennan Agency Description: 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...

Company: Description: The Client Manager will provide advanced technical support to Client Executive Service as well as continue to perform the Client Administrator duties for existing clients, working in conjunction with other team members.  In addition, the Client Manager may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts preparing for and providing renewal and new business presentations.  Essential Duties & Responsibilities Continue to perform all duties of a Client Administrator at an above average level while assisting Client Executive in analyzing coverages and claims data for new and renewal business. Proactively prepare renewal specifications and rough draft proposals. Assist with and/or manage the marketing of renewal business as directed by Client Executive. Prepare experience modification projections using Intellicomp or other available software. Review accuracy of experience modification...

Company: Description: Under minimal supervision, this position provides technical advice and customer service to existing clients, and develops new accounts in accordance MMA growth initiatives. In addition, Client Manager regularly interacts with outside vendors, clients usually via the telephone, and in person with associates at all levels of the company. Essential Duties & Responsibilities Responsible for growth of new and renewal business. Seek new business and account rounding opportunities to meet agreed upon book goals and department cross selling goals. Coordinate coverage placement after conducting thorough marketing search and providing proposals with recommendations based on findings. Coordinate and execute client servicing within the scope of the services available in the department. Develop strong relationships with clients’ management team to identify current and future needs and risks, and develop a renewal strategy for the upcoming policy year....

Salary range is: $103,182.00 - $130,000.00 This position is bonus and/or commission eligible. CCC Intelligent Solutions Inc. (CCC) is a leading cloud platform for the multi-trillion-dollar insurance economy , creating intelligent experiences for insurers, repairers, automakers, part suppliers, and more. At CCC, we’re making life just work by empowering more than 35,000 businesses with industry-leading technology to get drivers back on the road and to health quickly and seamlessly. We’re pushing boundaries with innovative AI solutions that simplify and enhance the claims and repair journey. Through purposeful innovation and the strength of its connections, CCC technologies empower the people and industry relied upon to keep lives moving forward when it matters most. Learn more about CCC at www.cccis.com .   The Role Accountable for coaching, developing, and managing a team of Client Solutions Advisors to ensure their individual performance and achievement of each of...

Company: Marsh McLennan Agency Description: Business Insurance Service Trainee Department:      Business Insurance Status: non-exempt Reports To: Business Insurance Trainer (San Diego) Summary This position prepares individuals to progress into the Insurance Associate position with potential ongoing advancement into the Insurance Associate, Client Administrator, Client Manager and Client Executive positions, each building on the previous positions skills.  Trainees typically work independently on either the mail desk or the loss run desk.  Trainees are under close supervision and performance is monitored to determine qualification for advancement as opportunities arise. Essential Duties & Responsibilities As a training position, there are similarities between trainees’ day-to-day tasks.  However, individual duties and projects are assigned and rotated to develop familiarity with the department, its functions, and associates. Respond to departmental requests...

Company: Marsh McLennan Agency Description: Summary The Client Manager will provide advanced technical support to Client Executive Service as well as continue to perform the Client Administrator duties for existing clients, working in conjunction with other team members.  In addition, the Client Manager may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts preparing for and providing renewal and new business presentations.  Essential Duties & Responsibilities Continue to perform all duties of a Client Administrator at an above average level while assisting Client Executive in analyzing coverages and claims data for new and renewal business. Proactively prepare renewal specifications and rough draft proposals. Assist with and/or manage the marketing of renewal business as directed by Client Executive. Prepare experience modification projections using Intellicomp or other available software. Review accuracy of...

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities...

Company Details   Preferred Employers Insurance, A Berkley Company specializes in providing workers’ compensation insurance to California business owners. The company serves three major client segments: Small Business Owners , Mid-Larger Businesses and Group Association Members ( Programs ). The company’s distribution partners (agents & brokers) number 400+ locations throughout the state. Preferred serves 10,000 policyholders and provides medical claims handling and claims management for policyholders as needed to care for injured workers. The company is rated A+ Superior by industry-rating organization, AM Best & Company.   The company is an equal opportunity employer. Responsibilities The Assistant Vice President - Product & Underwriting will lead the operations and management of our Core and Middle Market segments to ensure continued achievement of profit and loss targets. This leadership...

Job Description Job Description About Acrisure: Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Job Summary: The Associate Account Manager Role provides support to Account Managers and Account Executives and service to assigned clients. The Associate Account Manager is responsible for support service on all existing and renewed accounts including processing and review of...

Overview The Senior Account Manager is responsible for providing comprehensive account support to a client or group of clients, with limited direction. The Senior Account Manager has strong product knowledge and is familiar with products offered by carriers. In addition, the Senior Account Manager acts as a mentor and leader for more junior team members. Over time, the autonomy of the Senior Account Manager should increase as advanced knowledge and proficiency develops.   The Ideal Candidate You enjoy working autonomously with some guidance from more senior experts You enjoy forming relationships with clients and leveraging your technical knowledge to deliver excellent comprehensive customer support You are skilled in mentoring and guiding others, and enjoy helping more junior team members grow If this sounds like you, we invite you to keep reading and apply! What You'll Do Client Support May be first...

POSITION SUMMARY: The Account Manager will be primarily responsible for the ongoing management of commercial clients, retention of new and renewal clients, and maintaining a partnership with the producer to support business development activities while upholding high service standards. These duties include but are not limited to: ESSENTIAL DUTIES & RESPONSIBILITES: Maintaining relationships with multiple insurance companies/MGA’s to negotiate and obtain quotes, binders and endorsements, managing established book of accounts, negotiating renewals for existing customers, obtaining information and documentation from new & existing clients. • Independently manages accounts on a day-to-day basis which includes coordinating all services, answering all questions, and resolving problems, which may arise; maintains timeliness and completeness when interacting with clients, agency and company personnel. • Negotiates and secures the most appropriate carrier coverage based...

Job Description About Acrisure: Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Job Summary: Staff Benefits Management & Administrators (SBMA), a third-party administrator, is an affordable ACA-compliant benefits provider to thousands of employers. Their goal is to simplify the complexity of providing employee benefits. SBMA is different because of its personal service, speed...

Company: Marsh McLennan Agency Description: Responsible for retention of existing business and the development of business within those assigned accounts. Client Service Executive associates act as a leader for the Client Service Team members to include Benefit Analysts and Client Managers.  Essential Duties & Responsibilities Oversee ongoing client service activities. Meet with the client throughout the year to ensure a high level of service and that client expectations are being met. Responsible for meeting business retention goals. Participate in development of new business with existing clients by rounding out programs with additional and/or increased lines of coverage. Develop strong business relationships and client trust. Ensure client compliance with annual Form 5500 filing procedures as applicable. Advise Client Service Team, if needed, in resolving routine client concerns. Investigate any reoccurring and non-routine client and carrier concerns and...

Company: Marsh McLennan Agency Description: Summary Assume responsibility for World Class Client accounts and other accounts as assigned.  Client Executive Service associates act as a leader for the service team members to include Client Administrators and Client Managers, as well as Marketing and Risk & Loss associates as the need for their expertise occurs. Essential Duties & Responsibilities Oversee ongoing account service activities. Prepare monthly production and activity reports. Manage/collect receivables in conjunction with Client Sales Executive. Meet regularly with Client Sales Executive to update, advise and inform. Coordinate activities on accounts. Review and deliver summary, proposals and policies. Lead, present and participate in meetings with clients. Maintain current Insurance Summaries on all accounts. Update COW’s annually on all accounts. Meet World Class Client service commitments (Stewardship Report, Pre-Renewal Meetings,...

A Strategic Account Executive will thrive in a flexible and diverse environment and will accelerate the success we are achieving in the Enterprise market.  She/he will be responsible for our most strategic Opportunities, focused on making first contact, selling to new and existing enterprise customers by inspiring their ability to use aerial imaging to make their work processes more effective, and negotiating deals with a keen strategic eye on driving ARR growth by helping Nearmap customers achieve quantifiable business value from our products. A typical day for you may look like this... Understand and embrace the company adopted Sales Methodology Quickly manage and address any/all leads that come in from Marketing’s efforts, most of which will be direct handoffs from the Inbound SDR team Partner with assigned Outbound BDR in weekly, monthly, and quarterly objectives, including strategic territory planning, prospecting efforts, and New Opportunity Creation (NOCs). Develop and...

Company: Description: Summary The primary focus of the Client Administrator is to provide technical support to Client Executives and to clients in maintaining commercial insurance policies in accordance with the objectives and procedures outlined by the Commercial Procedures Manual and by the Director, Client Services. Essential Duties & Responsibilities Process paperwork for new and renewal business to include: Applications and other documents required for a submission Binders Certificates of Insurance Policies Invoices Finance Agreements Endorsements Audits Perform account reconciliation. Review Loss Runs and Claim Status Reports.  Order any missing  loss runs or request updated loss runs as needed for marketing submission. Prepare Summary Of Insurance. Have good verbal and written communication skills for both client and internal communication. Maintain client files.  File all documentation in ImageRight per regions filing guidelines. Manage...

Berkshire Hathaway Homestate Companies has an opening in our San Diego office for a Claims Unit Supervisor. This individual will provide oversight and guidance to a team of Claims Professionals in the strategic management of workers' compensation indemnity claims while ensuring gold-standard service to injured workers and our insureds.   LEADERSHIP RESPONSIBILITIES Leads a unit of five to seven Claims Professionals of varying experience levels.  Establishes a workplace culture of professionalism, collaboration and inclusion, and excellence in service, aligning with our corporate mission and shared values. Establishes common goals.  Provides effective performance feedback through employee recognition, rewards, and disciplinary action, with the assistance of Human Resources as necessary. Able to transition between Supervisor and Claims Professional roles to effectively complete tasks and accomplish goals.  Actively supports Company programs and...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Piper Jordan is seeking a Senior Associate, Global Health & Benefits to join our growing team in our San Diego, CA or Las Vegas, NV Office! WHO WE ARE Piper Jordan, a wholly-owned subsidiary of Brown & Brown, is a rapidly growing firm specializing in employee benefits solutions for Fortune 1000 employers. Our entrepreneurial spirit is at the core of our success, and we strive to make a positive impact by enhancing the health, productivity, and financial security of our clients and their employees. Our business line consists of assisting customers with all aspects of health and group benefit initiatives. Piper Jordan is known for its strong market expertise and immeasurable passion for managing the customer experience. We take pride in encouraging innovation and going above and beyond for our customers, partners, and...