46 client manager jobs found in San Diego, CA

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: 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 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...

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: 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....

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...

Company: 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 for administrative...

Salary range is: $60,800.00 - $72,000.00 This position is bonus and/or commission eligible. CCC Intelligent Solutions Inc. is a leading cloud platform for the multi-trillion-dollar P&C insurance economy creating intelligent experiences for insurers, repairers, automakers, part suppliers, lenders, and more. The CCC Intelligent Experience Cloud, powered by broad AI and an innovative event-based architecture, connects more than 35,000 businesses to power customized applications and platforms for optimal outcomes, and personalized experiences that just work. Through purposeful innovation and the strength of our connections, our 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 The primary objective of a Client Solutions Advisor is to help our customers achieve their business goals. The CSA will do this by providing regular servicing and communication to...

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.   The company is an equal employment opportunity employer. Responsibilities We have an opportunity for a Regional Sales Manager to join our Berkley...

This role can be Hybrid or Remote in Southern CA THE OPPORTUNITY: HUB’s Customer Service professionals provide critical support to our customers through account management, claims management, day-to-day client oversight, and underwriting services that make us a leading sales and service organization in the insurance industry. Through a robust network of resources, you will be amongst some of the industry’s top talent to help guide and support our customer’s needs and provide them with innovative solutions. The Employee Benefits Account Representative II works collaboratively with the Producer and Account Team managing a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day to day contact and provides resolution for client questions and issues. The Employee Benefits Account...

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: 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 of implementation, and innovative approach to...

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: · Demonstrate articulate, polite, and tactful communication both verbally and in writing. Engage with clients and team members professionally to facilitate smooth interactions and resolve issues. · Proficient knowledge and ability to use advanced features of Excel, Outlook, and Microsoft...

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,...

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: Responsible for retention of existing business and the development of business within assigned accounts.  Client Service Executive associates acts as a leader for the Retirement Services team. Essential Duties & Responsibilities Oversee ongoing client service activities. Meet with the clients 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 providing employee education and increasing contributions. Develop strong business relationships and client trust. Ensure client compliance with annual plan testing and 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 bring to a successful resolution. Facilitate and...

Taking care of people is at the heart of everything we do, and we start by taking care of you, our valued colleague. A career at Sedgwick means experiencing our culture of caring. It means having flexibility and time for all the things that are important to you. It’s an opportunity to do something meaningful, each and every day. It’s having support for your mental, physical, financial and professional needs. It means sharpening your skills and growing your career. And it means working in an environment that celebrates diversity and is fair and inclusive.  A career at Sedgwick is where passion meets purpose to make a positive impact on the world through the people and organizations we serve. If you are someone who is driven to make a difference, who enjoys a challenge and above all, if you’re someone who cares, there’s a place for you here. Join us and contribute to Sedgwick being a great place to work. Great Place to Work® Most Loved Workplace®  Forbes Best-in-State Employer...

Are you looking for more than just a job? Do you want to have a voice and feel a sense of belonging? At ICW Group, we hire innovative people who consistently adapt, grow and deliver. We believe in hard work, a fun work environment, and embracing creativity that only comes about when talented people collaborate to develop solutions. Our mission is to create the best insurance experience possible.   Headquartered in San Diego with regional offices located throughout the United States, ICW Group has been named for seven consecutive years as a Top 50 performing P&C company offering the stability of a large, profitable and growing company combined with a small-company entrepreneurial spirit. Our purpose-driven ethos provides team members with opportunities to contribute, develop, and belong.  PURPOSE OF THE JOB   The purpose of this job is to lead the defining of technical solutions to business problems across the Salesforce platform and takes ownership of the development of...

Overview Love what you do but not where you do it? As a Sales Executive at AssuredPartners, you will use your existing sales skills and experience and leverage AssuredPartners’ suite of resources and trainings to reach new heights, all while having fun with a team of like-minded professionals dedicated to reaching new heights together.   At one of the fastest growing Insurance Brokers in the U.S., come play a critical role in building relationships and delivering exceptional risk solutions to clients, helping businesses and individuals protect what matters most to them while driving the growth of our business and your own success.   Why AssuredPartners? Company culture built around sales – AssuredPartners was founded and built by Producers (our term for Sales Executives) for Producers. Most collaborative insurance broker with unparalleled industry expertise in delivering cutting edge solutions to clients across the nation. Founded...

Are you looking for more than just a job? Do you want to have a voice and feel a sense of belonging? At ICW Group, we hire innovative people who consistently adapt, grow and deliver. We believe in hard work, a fun work environment, and embracing creativity that only comes about when talented people collaborate to develop solutions. Our mission is to create the best insurance experience possible.   Headquartered in San Diego with regional offices located throughout the United States, ICW Group has been named for seven consecutive years as a Top 50 performing P&C company offering the stability of a large, profitable and growing company combined with a small-company entrepreneurial spirit. Our purpose-driven ethos provides team members with opportunities to contribute, develop, and belong.  PURPOSE OF THE JOB The purpose of this job is to administer benefits in accordance with statutory and case law as well as pertinent regulations for an inventory comprised of minor...

This role is eligible to participate in Zenith’s hybrid work schedule which provides the flexibility to work from home on select days of the week according to the in-office schedule established by regional executive leadership. This position can be filled in either our San Diego or Woodland Hills, CA branches Under general supervision, performs diverse clerical duties requiring knowledge and understanding of applicable underwriting procedures and policies to support professional staff. Tasks require judgment, initiative, and clear communication. The essential functions of this position include, but are not limited to, the following: Contributes to the sales process through New and renewal preparation including the collection of necessary internal and 3rd party information, review and annotation of key information, and clear communication and follow-up with agency. Responsible for: Prospect and customer entry and adjustments or updates, policy issuance, endorsements,...

Responsible for providing clinical consulting support for HUB International’s comprehensive healthcare data analytics system (Infused Analytics [IA]), including deep dive catastrophic claims reviews, clinical note interpretation, and summarization of complex clinical data and prognoses.  Working with Clinical Informatics team and its developers, create recommendations for additional or modifications to the IA platform.  Guidance and leadership in the design and development of strategies for HUB International’s product offerings where clinical oversight is necessary.  Provides oversight and management of new client integrations into IA, including contract reviews with HUB International’s legal team and insurance carriers, validation of levels of aggregation and client control totals.  Works with local HUB employees to ensure client set up is accurate prior to production. Conducts necessary training for HUB employees and clients as it pertains to the useability and interactivity...