4411 client manager jobs found

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our...

The Role Build strategic relationships with clients and carrier partners. Serve as the primary contact for clients and support Business Consultant or Sr. Business Consultant on client accounts. Manage client project plans and lead client calls. Assist with client meeting deliverables and actively participate in the meetings. Manage the annual client calendar including renewal and marketing processes for clients. Attend and conduct all client meetings, including renewal and open enrollment. Manage escalated and complex client issues with minimal guidance. Manage product and carrier implementations. Coordinate the management of client technology solutions alongside the Total Rewards Technology team and have basic knowledge of systems. Develop and deliver communication strategies for clients. Responsible for staying abreast of latest compliance and benefit trends. Conduct final review to ensure accuracy of compliance deliverables (5500s, SPD...

JOB DESCRIPTION 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 assisting in establishing and maintaining appropriate carrier relationships Maintain client files in AMS accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices. Manage client inquiries and work...

Job Responsibilities and Requirements The Sr. Middle Market Client Manager serves as the primary strategic advisor for assigned middle market clients, delivering expert guidance on benefit plans, contracts, and service issues. This role builds strong client relationships, drives client growth, and ensures operational excellence through proactive engagement, strategic problem-solving, and cross-functional collaboration on Disability, Life, FML, State Leaves, Company Leaves (Paid and Unpaid) and ADA cases. This senior role ensures operational excellence through proactive engagement, advanced problem-solving, and cross-functional leadership.   Client Relationship Management Serve as the main contact for assigned clients, delivering consultative advice on contracts, plan structure, renewals, and escalated issues. Build and maintain strong, proactive relationships through regular face-to-face meetings and strategic communications. Navigate complex client challenges,...

The Senior Client Manager is responsible for the strategic ownership, retention, and growth of a complex book of public sector clients offering comprehensive employee benefit programs, including group medical, dental, vision, pharmacy management, life, disability, and workplace benefits. This role serves as a primary strategic advisor, escalation point, and single point of accountability for assigned clients. The Senior Client Manager leads high‑impact initiatives, such as multi‑year benefits strategy, complex implementations, renewals, compliance alignment, and open enrollment execution while navigating the regulatory, governance, and political nuances unique to public sector organizations. Success in this role requires deep benefits expertise, strong public sector acumen, executive presence, and the ability to influence decision‑making across diverse stakeholder groups. The Senior Client Manager anticipates client needs, mitigates risk, and drives long‑term value by...

The Client Manager Associate, Select Market will assume overall responsibility for assisting Sales Representatives in the renewal process as well as recognizing opportunities to add additional lines of coverage to existing business. This position requires the individual to be an ambassador to the business and use best practices at all times.     The Client Manager Associate is directly and/or indirectly accountable for activities associated with plan retention and Add Issue sales including, but not limited to, generating plan options and quotes for additional lines of coverage. The individual will proactively mine for Add Issue opportunities, as well as handle incoming renewal requests. A successful candidate demonstrates strong customer service acumen, strong consulting/negotiation skills, and a deep product knowledge with a high degree of operational effectiveness.        You Are     Proven ability to build and maintain strong...

The Client Manager Associate, Select Market will assume overall responsibility for assisting Sales Representatives in the renewal process as well as recognizing opportunities to add additional lines of coverage to existing business. This position requires the individual to be an ambassador to the business and use best practices at all times.     The Client Manager Associate is directly and/or indirectly accountable for activities associated with plan retention and Add Issue sales including, but not limited to, generating plan options and quotes for additional lines of coverage. The individual will proactively mine for Add Issue opportunities, as well as handle incoming renewal requests. A successful candidate demonstrates strong customer service acumen, strong consulting/negotiation skills, and a deep product knowledge with a high degree of operational effectiveness.        You Are     Proven ability to build and maintain strong relationships...

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 Sr. Client Manager assists in the coordination of carrier relationships on behalf of the company by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy. PRIMARY...

Job Posting End Date: July 31 When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:  Award-winning culture  Inclusion and diversity as a priority  Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability  Generous PTO (including paid time to volunteer!)  Up to 9.5% 401(k) employer contribution  Mental health support  Career advancement opportunities  Student loan repayment options  Tuition reimbursement Flexible work environments  *All the benefits listed above are subject to the terms of their individual Plans. And that’s just the...

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 Sr. Client Manager, Commercial Risk assists in the coordination of carrier relationships on behalf of CRMG by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy. POSITION...

The Opportunity Are you ready to take your career in client management to the next level? As a Senior Client Manager, you'll be at the forefront of building and nurturing client relationships, using your insurance know-how, dynamic communication skills, and strong leadership skills. Leading client meetings independently and alongside Client Executives, you'll showcase your expertise while supporting and guiding your team to success. Plus, you'll be a key player in assisting the sales team, making this role both challenging and rewarding for ambitious professionals looking to make a real impact.   How You Will Make an Impact Take ownership of being the first point of contact for designated clients, ensuring their needs are met promptly and with precision, bolstering our reputation for exceptional service by expertly managing internal resources and allocating tasks with precision. Play a pivotal role in cross-selling and rounding out accounts, as well as...

  SENIOR CLIENT MANAGER- CONSTRUCTION COMMERCIAL LINES OF INSURANCE   LOCATION: The role can be remote for candidates located in Arizona, Portland or Las Vegas.   SUMMARY: The Senior Client Manager within our Construction practice works with and supports Producers, Client Executives, and account team to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business. The role is client facing and team focused, using professional skills in commercial property and casualty insurance to enhance and expand client relationships. You will find EPIC to be a fast-paced and fun environment and a workplace in which you truly can make a difference. Creativity and independent thinking is valued throughout our organization. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability...

Client Manager Associate, Premier Do you have a passion for doing the right thing for customers and making their experience the best they could possibly imagine?  Are you a team player who is adept at collaborating across internal teams?  Is a culture where “People Count,” “We Do the Right Thing,” and “We Hold Ourselves to Very High Standards” important to you? If so, Guardian is seeking a Client Manager Associate who will be the main contact for client relationships in the 2-99 life segment. This role is directly accountable for client retention, growth, profitability, satisfaction, and enhancing the client experience. You will: Assume overall responsibility for management of clients (2-99 lives) with the objective of ensuring that client satisfaction, persistency, growth, and profitability goals are achieved. Build strong relationships with clients and brokers/consultants. Work closely with the respective sales team on account management strategies and positions....

RESPONSIBILITIES: Facilitates ongoing stakeholder relationships (with clients, consultants, brokers, underwriters) through proactive client engagement (e.g., meetings, plan reviews) to ensure client retention and satisfaction. Gather relevant data/information and interprets reports to inform right rate action for clients. Manages the lifecycle of a client to drive the right policy and plan solutions to their benefit needs, while balancing the needs of the client with that of the business. Negotiates with multiple stakeholders (e.g., clients, consultants, brokers, underwriters) to manage renewal rates for assigned client accounts and generates strategic plan alternative options to meet the clients' unique benefit needs and financial objectives. Serves as main contact for plan holder/client accounts to ensure client satisfaction, persistency, growth, and profitability goals are achieved. Understands the insurance ecosystem, works closely with sales, service, underwriting and support...

As the Client Manager, Group Benefits - Premier Accounts, you will be the main contact for our Premier Account (mid market) client relationships. This role is directly accountable for client retention, satisfaction, and enhancing the client experience. You will be responsible for persistence, growth, and profitability of your book of business through relationship development with clients, brokers, and key internal stakeholders. client management and negotiation skills are essential for this role. You are Well versed on consultative selling skills, negotiation skills, and the ability to influence and persuade Comfortable with virtual communication, presentation, consultative selling, and relationship building A team player with ability to build relationships and effectively interact both internally and externally with individuals at all levels of the organization and customer orientation Able to collaborate across internal teams including...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary As a Regional Client Manager on the Employee Benefits team, you will provide exceptional support and customer service to your assigned caseload (Employer Groups of 100 to 499 lives), through daily guidance and education of their benefit products. In this role, you will: Manage new case, renewal activity, and amendments Identify and promote the sale of...

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 Sr. Client Manager assists in the coordination of carrier relationships on behalf of the company by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy. PRIMARY...

The Opportunity Are you ready to embark on a fulfilling career journey as a Property & Casualty Client Manager? If you’re passionate about providing exceptional client service, building strong client relationships, and have a knack for problem-solving, this is the opportunity for you. In this role, you'll be at the forefront of supporting our sales efforts, ensuring client satisfaction, and navigating the ever-evolving landscape of commercial insurance. This role isn't just about managing accounts—it's about forging lasting connections, providing unparalleled service, and contributing to the success of our clients and our team. You’ll gain valuable experience in insurance while working in a collaborative and supportive environment where your skills and expertise are valued.   How You Will Make an Impact Take the lead on managing assigned books of business, guiding internal resources, and delegating tasks effectively under the direction of experienced...

As a Client Manager Associate, Premier Market , you will serve as the primary point of contact for client relationships within the 2–99 life segment, supporting our Premier Market Accounts Team. This role is accountable for driving client retention, growth, profitability, and overall satisfaction while enhancing the end-to-end client experience. Success in this position requires the ability to build rapport and operate effectively across both virtual and in-person environments, adapt to a fast-paced and dynamic landscape, and leverage sales enablement tools and technology with proficiency (including Microsoft Office, Tableau, and Salesforce). A strong foundation in industry products and processes—such as Worksite, LTD, Dental, absence management, online enrollment, experience rating, and dental network analysis—will be critical to delivering value to clients. You will Assume overall responsibility for management of clients (2-99 lives) with the objective...

  SENIOR CLIENT MANAGER- CONSTRUCTION COMMERCIAL LINES OF INSURANCE   LOCATION: The role can located out of our Newport Beach, Ontario, Fresno or Los Angeles, CA office with a hybrid work schedule; in office 2x a week.   SUMMARY: The Senior Client Manager within our Construction practice works with and supports Producers, Client Executives, and account team to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business. The role is client facing and team focused, using professional skills in commercial property and casualty insurance to enhance and expand client relationships. You will find EPIC to be a fast-paced and fun environment and a workplace in which you truly can make a difference. Creativity and independent thinking is valued throughout our organization. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are...