854 regional client manager jobs found

Description Summary The Regional Banking Client Manager​ is responsible for the onboarding of new business banking customers and managing the on-going relationship to ensure quality control and a “Simply the Best” customer experience for a group of Business Bankers with portfolios of customers with $2 million to $50 million in annual sales. Responsibilities are approached with a significant emphasis on cross-sell to identify opportunities and coordinate these efforts for the team. Continually reviews portfolio to undercover other business opportunities. Responsible for client service and client management utilizing a relationship plan / model. Duties & Responsibilities:  Oversee loan process and portfolio management responsibilities which includes:   Assist Bankers in managing their portfolio of customers with $2 million to $20 million in annual sales  Coordinate the due diligence and document-gathering...

Salem Five is a growing regional financial services organization with a rich history of over 160 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers. Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we’re all about.      ESSENTIAL DUTIES AND RESPONSIBILITIES include the...

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 San Francisco and founded in 2007, our company has over 3,000 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...

Position Title Senior Relationship Manager - Middle Market (Cleveland, Ohio) Location Cleveland, OH 44114 Job Summary Responsible for new business development and relationship management targeted to middle market and large corporate companies within Northern Ohio. Generate revenue by developing and maintaining relationships with identified companies/developers/managers, generating deal flow directly from these clients/prospects and orchestrating a team approach to the relationship. The position is supported by product specialists (capital markets, rates and FX derivatives, treasury management, etc.), portfolio managers (credit underwriting, transaction approvals/processing, portfolio management routines) and operational support specialists but remains accountable for all aspects of the relationship. Pay Range: $140,622 - $186,324 - $232,026 Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: New Business Origination:  Developing and...

 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 San Francisco and founded in 2007, our company has over 3,000 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...

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Join our Ancillary Division team at Nationwide! We’re looking for a Financial Services Analyst (Sales Assistant) to provide critical support for our growing portfolio of group insurance products, including dental, vision, disability, life, and new gap offerings.   What you’ll do: Prepare quotes and process paperwork for ancillary products Partner with agents to gather missing information and ensure smooth case handling Support sales specialists and managers with accurate documentation and reporting Communicate professionally with internal teams and...

If you’re passionate about helping people protect what matters most to them, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This is a remote/work-from-home (WFH) production underwriting role that includes travel to key agency relationships within the ultimately assigned territory. Territory: Pacific Northwest Preferably, this individual will be based within the territory, or in close proximity. Qualified candidates must have Commercial insurance underwriting experience (with authority) and a profitability & production orientated lens along with agency management. Strong preference for commercial middle market expertise. Construction-specific...

 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 San Francisco and founded in 2007, our company has over 3,000 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...

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Sales Assistant This position is responsible for handling basic to complex telephone/email/chat/fax inquiries from internal and external customers in an efficient, professional, and accurate manner. Provides customers with product knowledge and resolves customers concerns. Utilize functional expertise and knowledge of the business to support, develop and lead new initiatives, and maximize growth and profitability of the business. Key Responsibilities: • Provides support for customers by handling inquiries via calls/emails/chats, and demonstrates knowledge,...

Join us as an Executive Underwriter, Private Non-Profit, Financial Lines to play a highly influential role in protecting our clients and growing our business. Make your mark in Underwriting AIG Underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, and Multinational Clients. We are reimagining how we help customers to manage risk, transforming our operating model and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague – empowering our people to grow as insurance professionals and add more value to our customers and AIG. How you will create an impact We have an exciting opportunity for an Executive Underwriter on our Private Non-Profit, Financial Lines team. This role underwrites Financial Lines Private Non-Profit Company products which are typically complex risks of larger accounts. Responsibilities include: Rapidly...

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world. Job Description: This position is in office only Locations: Burlington, Oakville, Hamilton, St-Catharines Coaching for growth, Client centric, relationship focused, sales driven and energetic. If this feels well aligned to who you are and areas you want to focus on, we have the right opportunity for you. Join the Sun Life district team and contribute to making a positive...

 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 San Francisco and founded in 2007, our company has over 3,000 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...

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 San Francisco and founded in 2007, our company has over 3,000 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 amazing...

Join us at Towne Insurance! Your Career. Your Future. Your Towne.  Towne Insurance is hiring a Commercial Lines Regional Operations Manager to join our team. The Commercial Lines Regional Operations Manager is responsible for leading and optimizing operational performance across multiple offices or territories within the region. This role ensures consistent delivery of high-quality service, operational efficiency, and compliance with company standards and regulatory requirements. The manager will collaborate with marketing, sales, claims, Learning and Development, and service teams to drive strategic initiatives and support business growth. About Us Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are...

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role will work out of our Houston, TX location. #LI-COLE Job Description Summary Are you passionate about cultivating effective relationships to drive sales growth? If you love a highly visible position where you can influence results through relationship-building and activation expertise, we want to know more about you! As a Wholesaler, you’ll be responsible for recruiting, training, educating, motivating, and maintaining national and regional broker partners to sell, service and conserve business to ensure profitable growth and to meet sales objectives...

Reports to: Head of TPA Claims Summary/Objective : Oversees direct reports (6-7 Full Time direct reports) in determining coverage, compensability, benefits due; to ensure ongoing adjudication of claims within service expectations, industry best practices and specific client service requirements; to identify subrogation of claims, clear and concise action plans, reserving and settlements. ESSENTIAL FUNCTIONS and RESPONSIBILITIES Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Review, assign and supervise all claim activity for designated claims to ensure compliance with company best practices, client specific handling instructions and in accordance with applicable laws. Responsible for oversight in assessing compensability, coverage, AWW/CR and timely payments. Reviews and approves settlement of claims within designated authority. Responsible for overseeing reserve establishment and/or oversight of...

Job Description About Auris   Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive.     Job Summary   Leader responsible for market penetration through targeted Payroll campaigns that deliver incremental revenue from new and/or existing clients. As a Payroll Division Manager (PDM), you will report to a regional Vice President (VP). PDM’s must manage and achieve their Division’s productive sales goal on a monthly basis while managing and leading a team of Payroll...

The Account Manager is responsible for interacting with customers on an executive level and acting as an extension of the client; understanding and communicating agreed upon expectations to field offices and increasing the market share of business by providing service that meets and exceeds customer expectations, stewardship reporting, commitment to customer goals, and introducing/selling/implementing additional services. This is a remote role.   ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Provide consultative customer services for one or more new or established accounts Introduce new services independently or with assistance as needed Handle local or regional accounts Manage accounts with revenue in one region and a minimum revenue amount of $1m per account with a combined revenue for all accounts of over $3m. Revenue growth with existing accounts Accounts Receivable - Responsible for all aspects of collections in conjunction with the respective operations...

ABOUT US  At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence.  HUB is a global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. ABOUT THE ROLE Reporting to the Sr. Manager of Mergers &...

Are you a “people person”? Are you motivated by helping others? Do you thrive in a busy, ever-changing environment? …Then keep reading, this might be the perfect opportunity for you! WHO IS HUB? At HUB International, we are a team of entrepreneurs. We believe in empowering our clients and we do so by protecting businesses and individuals in our local communities. HUB International was born in 1998 with the merger of 11 privately held insurance brokerages and has since grown to one of the largest brokers in the world. We are a network of more than 400 integrated brokerages across North America - all carrying the HUB banner. Our structure gives us the technology and expertise of a large firm, but still maintains the local flavor of each of our offices, enabling our teams to preserve their own unique regional culture. HUB Gives! Service is one of our founding values – not an abstract concept but a commitment. And we believe that no one deserves that commitment...