2917 client relationship manager jobs found

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 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-hybrid This role will be based in one of our offices: Hamilton Square, NJ Marlborough, MA  Harleysville, PA West Hartford, CT...

Position Summary The Client Relationship Manager supports the Director, Client Relationship across their book of business (BOB) in fund management, with direct client and vendor liaison as required by the Director, Client Relationship. The Client Relationship Manager works alongside the Director, Client Relationship to learn the role, with a gradual increase in responsibility as appropriate. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Monitors government filings and current government regulations that may affect the operations of the Company or the client.  Facilitates client meetings, including minute-taking and recording key actions from board meetings. Manages contracts and documentation including client financial statements, Summary Plan Descriptions, benefit communications, and other documents at the direction of client...

Discover a Career That Empowers You — Join HUB International! At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people. Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team. As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring...

About Legacy Planning Legacy Planning Partners, a HUB International company, is an independent financial planning services company with 3 locations in Southeastern, PA. Legacy Planning is growing and looking to hire a Client Relationship Manager to the Retirement Plans team in the Blue Bell, PA location. Our mission is to make a significant impact in the lives of our clients, their families, and their communities through comprehensive and strategic financial planning.  Position Overview The Client Relationship Manager (CRM) plays a pivotal role in delivering an exceptional retirement plan experience for our clients. This position focuses on proactive client service, strategic plan design, and expert guidance on qualified plan administration. The CRM builds and maintains trusted relationships with plan sponsors, advisors, and partners—serving as their go-to resource for compliance, operations, and plan performance. Key Responsibilities: Client Service &...

Title:   Client Relationship Manager   Department:   Client Services Bargaining Unit:   NBU   Grade:   N/A FLSA:   Exempt   Hours per week:   40   Position   Summary The Client Relationship Manager supports the Director, Client Relationship across their book of business (BOB) in fund management, with direct client and vendor liaison as required by the Director, Client Relationship. The Client Relationship Manager works alongside the Director, Client Relationship to learn the role, with a gradual increase in responsibility as appropriate. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key   Duties   and   Responsibilities Monitors government filings and current government regulations that may affect the operations of the Company or the client. Facilitates client meetings, including minute-taking and recording key actions from board...

Porch Group is a leading vertical software and insurance platform and is positioned to be the best partner to help homebuyers move, maintain, and fully protect their homes. We offer differentiated products and services, with homeowners insurance at the center of this relationship. We differentiate and look to win in the massive and growing homeowners insurance opportunity by 1) providing the best services for homebuyers, 2) led by advantaged underwriting in insurance, 3) to protect the whole home. As a leader in the home services software-as-a-service (“SaaS”) space, we’ve built deep relationships with approximately 30 thousand companies that are key to the...

About HUB Join our Stevie Award Winning Team at HUB International! When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 20,000 professionals in 570+ offices across North America. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture. We currently have an opportunity for a Client Relationship Manager -- Employee Benefits . SUMMARY OF...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Client Relationship Manager-Retirement Services to their  Advus  team in Winter Park, FL. Location: Remote (Must reside in EST timezone) Job Summary: In this r ole, you will provide comprehensive relationship management support to our Retirement Plan Advisors, ensuring the seamless delivery of high-quality 401(k) and other retirement plan services to our clients. Your expertise in 401(k) plan design, administration and compliance will be essential in maintaining regulatory standards and offering actionable insights to both advisors and plan sponsors.   Essential Functions: ERISA Compliance and Guidance Serve as an internal ERISA and 401(k) expert, offering ongoing guidance to Retirement Plan Advisors on DOL, IRS, PBGC, and other regulatory standards. Research and analyze complex...

Austin Benefits group is a leading employee benefits firm that provides benefit solutions to both private and publicly traded companies. We provide our clients with a highly responsive team to deliver unmatched service, education and smart benefit solutions. Austin Benefits is currently looking for a new member to join our team as a full time Client Relationship Manager - Business Insurance.  The Client Relationship Manager is responsible for building and maintaining strong relationships by providing the highest level of customer service and support to our clients. The Client Relationship Manager oversees a robust group listing. ESSENTIAL JOB FUNCTIONS Maintains effective service models to ensure long term client satisfaction and retention Provide superior daily account management and support for the clients Responsible for the client renewal process from start to finish Cross selling to existing clients achieving year over year account...

The Client Relationship Manager acts as a liaison between the client and insurance carriers for service, enrollment, claims and administration; constantly maintaining quality and service standards as it relates to accuracy, timeliness and friendliness in all communications. ESSENTIAL FUNCTIONS:   Develop and maintain effective working relationships in liaison role with insurance company service partner contacts (such service and claim representatives) and client contacts. Confidentially assist with all claims matters and bring to resolution with proper documentation and follow up to the client; following HIPAA rules and HUB procedures. Keep Advisors, and supervisor fully informed of all important activities on client accounts. Prepare for open enrollment meetings by creating enrollment kits, Power Point presentation, and any other required presentation materials. Schedule all Open Enrollment Meetings and Webinars. Update Online Enrollment system for Open Enrollment....

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Personal Lines Account Manager to join our team. This position will report to our agency located in Uniondale, NY. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a hybrid position. Responsibilities: Proactively manage an assigned book of business acting as the primary client relationship manager with responsibility for overall account servicing and maintenance Handle inquiries regarding insurance coverages, policy changes and general insurance questions as related to lines of business Handle billing, service and endorsement requests and process necessary paperwork associated with requested Act as liaison between customer and carrier...

Description Summary: The Private Bank Wealth Advisor III 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...

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...

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...

Description Summary: The Private Bank Wealth Advisor III 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...

Description Summary: The Private Bank Wealth Advisor IV 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...

Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Personal Lines Account Manager to join our team. This position will report to our agency located in Roseland, NJ. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is an in office position. Responsibilities: Proactively manage an assigned book of business acting as the primary client relationship manager with responsibility for overall account servicing and maintenance Handle inquiries regarding insurance coverages, policy changes and general insurance questions as related to lines of business Handle billing, service and endorsement requests and process necessary paperwork associated with requested Act as liaison between customer and...

Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Personal Lines Account Manager to join our team. This position will report to our agency located in Uniondale, NY. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a hybrid position. Responsibilities: Proactively manage an assigned book of business acting as the primary client relationship manager with responsibility for overall account servicing and maintenance Handle inquiries regarding insurance coverages, policy changes and general insurance questions as related to lines of business Handle billing, service and endorsement requests and process necessary paperwork associated with requested Act as liaison between customer and carrier...

Grow With Us!  At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious ­­­­­P&C Account Manager to join our team. This position will report to our agency located in Rockville, MD. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is an in-office position. Responsibilities: Proactively manage an assigned book of business acting as the primary client relationship manager with responsibility for overall account servicing and maintenance Handle inquiries regarding insurance coverages, policy changes and general insurance questions as related to lines of business. Handle billing, service and endorsement requests and process necessary paperwork associated with requests. Act as liaison between customer and carrier...