69 client manager jobs found in Walnut Creek, CA

Company: Description: Department:   Business Insurance – Bay Area Summary Under minimal supervision, the Client Manager will handle accounts under $20,000 of income.  This includes designing the insurance program, marketing the account to insurance carriers, proposing renewal terms to clients and interacting with clients on their day to day service needs. Essential Duties & Responsibilities FOR BUSINESS UNDER $20K of INCOME Managing renewals and new business. Acts as the initial point of contact for clients, carriers and other members of the service team on account under $20,000 of income. Solicits and follows up for renewal information from the client. Designs, markets and negotiates client renewals and new business with the insurance carriers. Prepares proposal and attends client meetings to discuss the renewal proposal. Binds insurance terms as directed by the client. Transmits binders to the client in a timely manner. Provides...

Company: Marsh McLennan Agency Description: Summary The Client Manager II applies experience and critical thinking skills to anticipate client needs.  The Client Manager II demonstrates an ability to understand and articulate  expanded and/or alternative methods of managing the clients benefit programs, to include current trends such as consumer driven healthcare, alternative funding arrangements, and health & productivity management.  Introduce plans designed to support the clients’ organizational strategic initiatives and make recommendations accordingly based on client feedback/interest level. 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. Acting in the capacity of the project manager, further refine strategy with the client’s input and as carrier data/feedback is received. Develop marketing strategy for clients based on...

Company: Description: Department:   Business Insurance – Bay Area Summary Under minimal supervision, the Client Manager will handle accounts under $20,000 of income.  This includes designing the insurance program, marketing the account to insurance carriers, proposing renewal terms to clients and interacting with clients on their day to day service needs. Essential Duties & Responsibilities FOR BUSINESS UNDER $20K of INCOME Managing renewals and new business. Acts as the initial point of contact for clients, carriers and other members of the service team on account under $20,000 of income. Solicits and follows up for renewal information from the client. Designs, markets and negotiates client renewals and new business with the insurance carriers. Prepares proposal and attends client meetings to discuss the renewal proposal. Binds insurance terms as directed by the client. Transmits binders to the client in a timely manner. Provides...

Company: Description: Client Manager

Company: Description: N/A

Company: Marsh McLennan Agency Description: Summary This position prepares individuals to progress into the Insurance Associate position with potential ongoing advancement into the Client Administrator, Client Manager and Client Executive positions, each building on the previous position's 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 qualifications 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 assistance with the following: Create Word documents and Excel spreadsheets. Assist in maintaining files and records in eMMA Set up client...

Objective: Heffernan's Walnut Creek, CA branch is looking for an experienced Executive Account Manager to add to their team. The Executive Account Manager position is a lead role that will train, mentor, and assist an assigned account management service team. The Executive Account Manager will provide technical support and education for the service and sales team and assist where necessary in new business sales. Accounts may be fully insured, partially self-funded, or self-insured.   Responsibilities Include: Support and Supervise Account Management Service Team: Assist with workflow and workload balance for service team Help facilitate weekly collaborative staff meetings Assist with employee performance reviews Assist in talent acquisition and managing performance improvement Assist in training for new and existing team members Provide service team with guidance in handling difficult and complex service issues Manage HIB internal policies and...

Heffernan Insurance Brokers is looking for an experienced Commercial Lines Account Executive. This role blends the sales position and responsibilities with those of a typical Executive Account Manager role. This is a dynamic role, acting as a team lead in supporting their Producer(s) while providing a spectrum of innovative strategies to develop and maintain customer's insurance and risk management needs.   Responsibilities Include: Total account responsibility; to include marketing and account management for assigned clients. Travel for client and carrier meetings, customer events, association events and conferences. Occasional overnight travel may be necessary. Ability to take the lead on managing renewals. Cross sell other lines of coverage when meeting with clients. Active participation in client presentations for new and renewal business. Development of new business and renewal strategies. This will include preparing specifications and submission...

Overview FM is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk management and property insurance solutions. FM helps clients maintain continuity in their business operations by drawing upon state-of-the-art loss-prevention engineering and research; risk management skills and support services; tailored risk transfer capabilities; and superior financial strength. To do so, we rely on a dynamic, culturally diverse group of employees, working in more than 100 countries, in a variety of challenging roles.   Client Services has an immediate opportunity for an ambitious, intellectually curious and business savvy Underwriter, based in our Walnut Creek, CA. office. Are you ready to stretch your professional and personal boundaries with this unique challenge? Responsibilities This position is accountable for developing underwriting,...

Company: Description: The   Insurance Associate   position prepares individuals for a career in client service. Our structured program is designed to educate and prepare self-motivated individuals for a rewarding career at Lovitt & Touché. You will be trained by the industry elite and be mentored by seasoned insurance professionals who invest time and resources into your professional growth and success. Principal Duties And Responsibilities Respond to departmental requests for administrative assistance Assist in maintaining files and records in eMMA and set up client shells in Sagitta Provide clerical assistance with copying, faxing, mass mailings, assembling binders and scanning files as needed Download department mail from insurance carrier websites daily Sort, scan and distribute via ImageRight Tasks mail and communications daily Process Loss Run reports Request loss runs based on monthly reports and in accordance with the carrier’s requirements...

Who We Are Woodruff Sawyer has been an industry leader for over 100 years. As a top insurance brokerage, our clients range from small start-ups to some of the most innovative companies in the world. Here, your unique expertise and perspective helps move companies ahead and your career forward. We believe in supporting the whole lives and careers of our employees. That’s why, through excellent benefits and opportunities, and a genuinely inclusive and collaborative environment, we create the space for you and your career to flourish. As an employee-owned company, we build toward the next decade, not just the next quarter. Our independence means you answer to great ideas and client success, not short-term profits, while our ESOP program allows you to build long-term wealth and ownership in the company. At Woodruff Sawyer, you own your future . How We Work We are excited to offer a hybrid workplace that we believe is a win for our people, for our business, and for our...

Who We Are Woodruff Sawyer has been an industry leader for over 100 years. As a top insurance brokerage, our clients range from small start-ups to some of the most innovative companies in the world. Here, your unique expertise and perspective helps move companies ahead and your career forward. We believe in supporting the whole lives and careers of our employees. That’s why, through excellent benefits and opportunities, and a genuinely inclusive and collaborative environment, we create the space for you and your career to flourish. As an employee-owned company, we build toward the next decade, not just the next quarter. Our independence means you answer to great ideas and client success, not short-term profits, while our ESOP program allows you to build long-term wealth and ownership in the company. At Woodruff Sawyer, you own your future . How We Work We are excited to offer a hybrid workplace that we believe is a win for our people, for our business, and for our...

WHO WE ARE   Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FOR   The Senior Account Manager serves as the primary business contact for the client and is responsible for client satisfaction. The person in this position is expected to consistently provide excellent customer service to assigned large accounts, as well as represent client needs and goals within the organization to ensure quality. In addition, this position will build relationships with clients to encourage new and repeat business opportunities. The Senior Account Manager...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Technical Analyst will perform mathematical analyses, underwriting, marketing and renewal analyses that provides clients, teams and leadership with financial findings and conclusions.  A GLIMPSE INTO YOUR DAY Design, develop and prepare accurate and timely reports and analysis, providing financial guidance and general direction for influencing clients’ decisions and the achievement of strategic goals. Request for Proposals (RFPs): Gather benefits information from a variety of...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FOR We are seeking individuals with a strong drive for success, a passion for continuous learning and growth, and the ability to consistently deliver exceptional results to fill the role of   Account Manager.   The Account Manager manages the client relationships and strategically assists with technical and complex insurance needs to ensure a high level of client retention. They have full binding authority with various insurance companies and remain knowledgeable of advances in the insurance...

Company: Oliver Wyman Description: Practice Groups : Communications, Media & Technology & Private Capital Location : San Francisco Role : Engagement Manager Oliver Wyman helps industry leaders in the communications, media, and technology and private equity industries develop value growth strategies, improve operations, and maximize organizational effectiveness. Our CMT clients are some of the world's most successful companies: wireless and wireline equipment and communications service providers: enterprise IT, consumer electronics, and semiconductor companies; and broadcasters, publishers, platform operators, online and entertainment companies; high tech; and software companies. We work collaboratively with our clients’ leaders, employees, stakeholders, and customers to jointly define, design, and achieve lasting results.  Oliver Wyman’s Private Equity team in North America are looking to hire consultants to support its rapid growth. The team...

Who We Are Woodruff Sawyer has been an industry leader for over 100 years. As a top insurance brokerage, our clients range from small start-ups to some of the most innovative companies in the world. Here, your unique expertise and perspective helps move companies ahead and your career forward. We believe in supporting the whole lives and careers of our employees. That’s why, through excellent benefits and opportunities, and a genuinely inclusive and collaborative environment, we create the space for you and your career to flourish. As an employee-owned company, we build toward the next decade, not just the next quarter. Our independence means you answer to great ideas and client success, not short-term profits, while our ESOP program allows you to build long-term wealth and ownership in the company. At Woodruff Sawyer, you own your future . How We Work We are excited to offer a hybrid workplace that we believe is a win for our people, for our business, and for our...

Who We Are Woodruff Sawyer has been an industry leader for over 100 years. As a top insurance brokerage, our clients range from small start-ups to some of the most innovative companies in the world. Here, your unique expertise and perspective helps move companies ahead and your career forward. We believe in supporting the whole lives and careers of our employees. That’s why, through excellent benefits and opportunities, and a genuinely inclusive and collaborative environment, we create the space for you and your career to flourish. As an employee-owned company, we build toward the next decade, not just the next quarter. Our independence means you answer to great ideas and client success, not short-term profits, while our ESOP program allows you to build long-term wealth and ownership in the company. At Woodruff Sawyer, you own your future . How We Work We are excited to offer a hybrid workplace that we believe is a win for our people, for our business, and for our...

Objective: Heffernan Insurance Brokers is looking for an Assistant Account Manager to join its Commercial Lines team. This is an entry level position that does not require insurance experience (although a plus!). Heffernan is looking for an intelligent self-starter, who is looking for a career with plenty of upward mobility.   Responsibilities Include: Renewal Processing Workflow - as assigned by Account Manager(s). Order loss runs, update applications, update existing SOV's, spreadsheets, and order MVR's. Process binders. Process endorsements. Process audits after review by the Account Manager. Invoicing as assigned. Follow up on claims. Coordinate Certificates of Insurance and Evidence of Insurance issuance, certificate, and evidence renewals. Create and maintain mail-merge documents. Draft proposals. Process un-routed attachments and carrier document retrieval items. Respond to client requests in a timely and accurate manner. Follow up and...

Who We Are Woodruff Sawyer has been an industry leader for over 100 years. As a top insurance brokerage, our clients range from small start-ups to some of the most innovative companies in the world. Here, your unique expertise and perspective helps move companies ahead and your career forward. We believe in supporting the whole lives and careers of our employees. That’s why, through excellent benefits and opportunities, and a genuinely inclusive and collaborative environment, we create the space for you and your career to flourish. As an employee-owned company, we build toward the next decade, not just the next quarter. Our independence means you answer to great ideas and client success, not short-term profits, while our ESOP program allows you to build long-term wealth and ownership in the company. At Woodruff Sawyer, you own your future . How We Work We are excited to offer a hybrid workplace that we believe is a win for our people, for our business, and for our...