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    • IA Path
  • Licensing
    • 50 States - Department of Insurance Websites
    • NIPR - National Insurance Producer Registry
    • Kaplan Exam Prep
  • Organizations
    • AIA - American Insurance Association
    • ASA - American Society of Appraisers
    • ASSE - The American Society of Safety Engineers
    • Big "I" - Independent Insurance Agents & Brokers of America
    • CPCU Society
    • GIS - Gamma Iota Sigma - International Risk Management, Insurance and Actuarial Science Collegiate Fraternity
    • GUAA - Group Underwriters Association of America
    • IAIP - International Association of Insurance Professionals
    • ISA - International Society of Appraisers
    • NAHU - National Association of Health Underwriters
    • NAIC - National Associaton of Insurance Commissioners
    • NAIFA - National Association of Insurance and Financial Professionals
    • NAMIC - National Assoication of Mutual Insurance Companies
    • PIA - National Association of Professional Insurance Agents
    • PLUS - Professional LIability Underwriting Society
    • RIMS the risk management society
    • The Council of Insurance Agents & Brokers
    • Trusted Choice
    • WIFS - Women in Insurance & Financial Services
    • Other.....
  • Publications
    • A.M. BEST
    • Agency Nation
    • Benefits PRO
    • Business Insurance
    • CFO
    • Financial Planning
    • Insurance Business America
    • Insurance Journal
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    • Insurance & Technology
    • LPM Media Group
    • Mergers & Acquisitions
    • National Underwriter
    • Property Casualty 360
    • Risk & Insurance
    • Rough Notes
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    • ThinkAdvisor
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client service executive Walnut Creek, CA

86 client service executive jobs found in Walnut Creek, CA

Gallagher
01/26/2023  
Client Service Executive
Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures. We are seeking an experienced Client Service Executive to join our growing team. Can you lead a team to deliver exceptional customer service? Are you interested in developing the talent on your team? We are looking for people who are passionate about building relationships with clients, will collaborate with their team to achieve goals, constantly seek improvement and will demonstrate the value Gallagher can provide. How will you lead the business? Service an average book of business of $1MM plus in revenue. Collaborate with designated sales person responsible for the book of business...
Gallagher Walnut Creek, CA, USA
Gallagher
01/09/2023  
Client Service Executive
Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures. We are seeking an experienced Client Service Executive to join our growing team. Can you lead a team to deliver exceptional customer service? Are you interested in developing the talent on your team? We are looking for people who are passionate about building relationships with clients, will collaborate with their team to achieve goals, constantly seek improvement and will demonstrate the value Gallagher can provide. How will you lead the business? Service an average book of business of $1MM plus in revenue. Collaborate with designated sales person responsible for the book of business...
Gallagher Walnut Creek, CA, USA
Gallagher
11/21/2022  
Client Service Executive
Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures. We are seeking an experienced Client Service Executive to join our growing team. Can you lead a team to deliver exceptional customer service? Are you interested in developing the talent on your team? We are looking for people who are passionate about building relationships with clients, will collaborate with their team to achieve goals, constantly seek improvement and will demonstrate the value Gallagher can provide. How will you lead the business? Service an average book of business of $1MM plus in revenue. Collaborate with designated sales person responsible for the book of business...
Gallagher Walnut Creek, CA, USA
Marsh and McLennan
12/14/2022  
Client Service Executive
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, etc.) Participate in new business development and...
Marsh and McLennan Walnut Creek, CA, USA
Marsh and McLennan
12/05/2022  
Client Service Executive
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, etc.) Participate in new business development and...
Marsh and McLennan Walnut Creek, CA, USA
UnitedHealth Group
12/16/2022  
Colorado Chief Financial Officer - Commercial - Denver, CO or Remote
UnitedHealthcare is a company that's on the rise. We're expanding in multiple directions, across borders and, most of all, in the way we think. Here, innovation isn't about another gadget, it's about transforming the health care industry. Ready to make a difference? Make yourself at home with us and start doing your life's best work.(sm) UnitedHealthcare is part of the family of companies that make UnitedHealth Group one of the leaders across most major segments of the US health care system. In providing consumer-oriented health benefit plans to millions of people; our goal is to create higher quality care, lower costs and greater access to health care. Join us and you will be empowered to achieve new levels of excellence and make a profound and personal impact as you contribute to new innovations in a vital and complex system. The Chief Financial Officer is a senior leader that supports the success of the market by serving as the financial advisor and business partner...
UnitedHealth Group San Francisco, CA, USA
UnitedHealth Group
12/13/2022  
Renewal Account Executive, Small Business - Telecommute
UnitedHealthcare is a company that's on the rise. We're expanding in multiple directions, across borders and, most of all, in the way we think. Here, innovation isn't about another gadget, it's about transforming the health care industry. Ready to make a difference? Make yourself at home with us and start doing your life's best work.(sm) The primary duty of the Renewal Account Executive is to retain existing agent and broker groups through exceptional service in order to promote health care sales and market UnitedHealth Care products. The Renewal Account Executive focuses on the small business market segment, those customers employing up to 99 employees. You’ll enjoy the flexibility to telecommute* from anywhere within the U.S. as you take on some tough challenges. Primary Responsibilities: Develops business relationships with agents and / or brokers in order to renew existing accounts Independently decides which brokers to focus on and which products to...
UnitedHealth Group San Francisco, CA, USA
UnitedHealth Group
12/08/2022  
Senior Account Executive, Student Resources - Remote in St. Petersburg, FL
At UnitedHealthcare, we’re simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and equitable. Ready to make a difference? Join us and start doing your life's best work.(sm) The Student Resources Account Executives (AE) is responsible for prospecting new College or University clients that offer a Student Health Insurance Plan (SHIP).  SHIP are plans that insured the student population through a contract with the College or University.  In addition to identifying and creating new business opportunities, the AE is also responsible for maintaining the relationships and renewals of specific existing clients of UnitedHealthcare StudentResources. This includes serving as a key liaison between the prospect/client and administration such as claims, customer service,...
UnitedHealth Group San Francisco, CA, USA
NTT DATA
11/28/2022  
(Remote) Life Sciences IT/Digital Solutions Sales Director
NTT DATA Services strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Sales Executive III to join our team Remotely from anywhere within the United States. (US). Responsibilities Hunter role Drives services sales strategies that help drive exponential sales growth Requires strategic agility to interface and successfully influence multiple C-level executives within the customer organization Sells to large national and regional accounts Sells digital and managed services, full IT Outsourcing solutions, application services and industry vertical solutions to include things like digital solutions, mobile solutions, transformational services, managed services, application management/support. Applies understanding of market, business trends, service offerings, to align to the needs / challenges of assigned...
NTT DATA San Francisco, CA, USA
UnitedHealth Group
11/25/2022  
Senior Account Executive, Student Resources - Remote in St. Petersburg, FL
At UnitedHealthcare, we’re simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and equitable. Ready to make a difference? Join us and start doing your life's best work.(sm) The Student Resources Account Executives (AE) is responsible for prospecting new College or University clients that offer a Student Health Insurance Plan (SHIP).  SHIP are plans that insured the student population through a contract with the College or University.  In addition to identifying and creating new business opportunities, the AE is also responsible for maintaining the relationships and renewals of specific existing clients of UnitedHealthcare StudentResources. This includes serving as a key liaison between the prospect/client and administration such as claims, customer service,...
UnitedHealth Group San Francisco, CA, USA
UnitedHealth Group
12/16/2022  
Colorado Chief Financial Officer - Commercial - Denver, CO or Remote
UnitedHealthcare is a company that's on the rise. We're expanding in multiple directions, across borders and, most of all, in the way we think. Here, innovation isn't about another gadget, it's about transforming the health care industry. Ready to make a difference? Make yourself at home with us and start doing your life's best work.(sm) UnitedHealthcare is part of the family of companies that make UnitedHealth Group one of the leaders across most major segments of the US health care system. In providing consumer-oriented health benefit plans to millions of people; our goal is to create higher quality care, lower costs and greater access to health care. Join us and you will be empowered to achieve new levels of excellence and make a profound and personal impact as you contribute to new innovations in a vital and complex system. The Chief Financial Officer is a senior leader that supports the success of the market by serving as the financial advisor and business partner...
UnitedHealth Group San Jose, CA, USA
UnitedHealth Group
12/13/2022  
Renewal Account Executive, Small Business - Telecommute
UnitedHealthcare is a company that's on the rise. We're expanding in multiple directions, across borders and, most of all, in the way we think. Here, innovation isn't about another gadget, it's about transforming the health care industry. Ready to make a difference? Make yourself at home with us and start doing your life's best work.(sm) The primary duty of the Renewal Account Executive is to retain existing agent and broker groups through exceptional service in order to promote health care sales and market UnitedHealth Care products. The Renewal Account Executive focuses on the small business market segment, those customers employing up to 99 employees. You’ll enjoy the flexibility to telecommute* from anywhere within the U.S. as you take on some tough challenges. Primary Responsibilities: Develops business relationships with agents and / or brokers in order to renew existing accounts Independently decides which brokers to focus on and which products to...
UnitedHealth Group San Jose, CA, USA
UnitedHealth Group
12/08/2022  
Senior Account Executive, Student Resources - Remote in St. Petersburg, FL
At UnitedHealthcare, we’re simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and equitable. Ready to make a difference? Join us and start doing your life's best work.(sm) The Student Resources Account Executives (AE) is responsible for prospecting new College or University clients that offer a Student Health Insurance Plan (SHIP).  SHIP are plans that insured the student population through a contract with the College or University.  In addition to identifying and creating new business opportunities, the AE is also responsible for maintaining the relationships and renewals of specific existing clients of UnitedHealthcare StudentResources. This includes serving as a key liaison between the prospect/client and administration such as claims, customer service,...
UnitedHealth Group San Jose, CA, USA
UnitedHealth Group
11/25/2022  
Senior Account Executive, Student Resources - Remote in St. Petersburg, FL
At UnitedHealthcare, we’re simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and equitable. Ready to make a difference? Join us and start doing your life's best work.(sm) The Student Resources Account Executives (AE) is responsible for prospecting new College or University clients that offer a Student Health Insurance Plan (SHIP).  SHIP are plans that insured the student population through a contract with the College or University.  In addition to identifying and creating new business opportunities, the AE is also responsible for maintaining the relationships and renewals of specific existing clients of UnitedHealthcare StudentResources. This includes serving as a key liaison between the prospect/client and administration such as claims, customer service,...
UnitedHealth Group San Jose, CA, USA
Gallagher
02/01/2023  
Client Service Manager Trainee - Achieve July 2023
PLEASE NOTE: The program start date is July 2023 Gallagher is a global leader in insurance, risk management, and consulting services. We help businesses grow, communities thrive, and people prosper. We live by The Gallagher Way, our set of shared values and guiding tenets. Our culture, driven by our people, over 35,000 strong, serves our clients with customized solutions that will protect them and fuel their futures. We are proud to be recognized by Forbes as a Best Employer for Diversity, be one of the Human Rights Campaign Foundation's Best Places to Work for LGBTQ+ Equality and named one of the World's Most Ethical Companies by Ethisphere for the 11th consecutive year. This is a place to learn, grow and succeed The Achieve Program is a structured learning and development program perfect for recent graduates or those looking to transition to a new career. We provide the foundation for building industry knowledge, skills, and expertise. You bring your passion for...
Gallagher Walnut Creek, CA, USA
Gallagher
02/01/2023  
Client Service Manager- Real Estate and Hospitality
Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way , our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures. Position Summary: The Branch Client Service Manager II is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts within a Branch that consistently meets or exceeds CSO revenue benchmark expectations. This role reports directly into either the Branch Client Service Director or the Branch Client Service Supervisor. Key Responsibilities: The Branch Client Service Manager II directly contributes to key business outcomes such as client retention, client satisfaction,...
Gallagher Walnut Creek, CA, USA
Gallagher
02/01/2023  
Client Service Manager- Real Estate and Hospitality Practice
Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way , our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures. Position Summary: The Branch Client Service Manager II is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts within a Branch that consistently meets or exceeds CSO revenue benchmark expectations. This role reports directly into either the Branch Client Service Director or the Branch Client Service Supervisor. Key Responsibilities: The Branch Client Service Manager II directly contributes to key business outcomes such as client retention, client satisfaction,...
Gallagher Walnut Creek, CA, USA
Gallagher
01/26/2023  
Client Service Manager- Real Estate and Hospitality Practice
Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way , our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures. Position Summary: The Branch Client Service Manager II is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts within a Branch that consistently meets or exceeds CSO revenue benchmark expectations. This role reports directly into either the Branch Client Service Director or the Branch Client Service Supervisor. Key Responsibilities: The Branch Client Service Manager II directly contributes to key business outcomes such as client retention, client satisfaction,...
Gallagher Walnut Creek, CA, USA
Gallagher
01/19/2023  
Client Service Manager Trainee - Achieve July 2023
PLEASE NOTE: The program start date is July 2023 Gallagher is a global leader in insurance, risk management, and consulting services. We help businesses grow, communities thrive, and people prosper. We live by The Gallagher Way, our set of shared values and guiding tenets. Our culture, driven by our people, over 35,000 strong, serves our clients with customized solutions that will protect them and fuel their futures. We are proud to be recognized by Forbes as a Best Employer for Diversity, be one of the Human Rights Campaign Foundation's Best Places to Work for LGBTQ+ Equality and named one of the World's Most Ethical Companies by Ethisphere for the 11th consecutive year. This is a place to learn, grow and succeed The Achieve Program is a structured learning and development program perfect for recent graduates or those looking to transition to a new career. We provide the foundation for building industry knowledge, skills, and expertise. You bring your passion for...
Gallagher Walnut Creek, CA, USA
Gallagher
01/09/2023  
Client Service Manager- Real Estate and Hospitality
Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way , our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures. Position Summary: The Branch Client Service Manager II is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts within a Branch that consistently meets or exceeds CSO revenue benchmark expectations. This role reports directly into either the Branch Client Service Director or the Branch Client Service Supervisor. Key Responsibilities: The Branch Client Service Manager II directly contributes to key business outcomes such as client retention, client satisfaction,...
Gallagher Walnut Creek, CA, USA
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