772 regional client manager jobs found

Job Responsibilities and Requirements Assume overall responsibility for managing dedicated client accounts ranging from 100 to 499 lives. This role is the main contact for the client for ongoing service and is the customer’s resource for consultative advice on contracts, plan structure, financial and renewal questions, escalation of claim issues and other administrative aspects of their plan. Account Management During implementation, collaborates with the implementation team to understand the sold case parameters up front, so they may be engaged as necessary throughout implementation.  Stays informed throughout the implementation so there is a smooth transition to this position after implementation.  Understand client business, issues, and needs through required proactive face-to-face client visits and proactive phone contact; builds, maintains, and manages positive ongoing client relationship. Provides continual education to client on Reliance processes,...

Job Responsibilities and Requirements Assume overall responsibility for managing dedicated client accounts ranging from 100 to 499 lives. This role is the main contact for the client for ongoing service and is the customer’s resource for consultative advice on contracts, plan structure, financial and renewal questions, escalation of claim issues and other administrative aspects of their plan. Account Management During implementation, collaborates with the implementation team to understand the sold case parameters up front, so they may be engaged as necessary throughout implementation.  Stays informed throughout the implementation so there is a smooth transition to this position after implementation.  Understand client business, issues, and needs through required proactive face-to-face client visits and proactive phone contact; builds, maintains, and manages positive ongoing client relationship. Provides continual education to client on Reliance processes,...

Job Responsibilities and Requirements Assume overall responsibility for managing dedicated client accounts ranging from 100 to 499 lives. This role is the main contact for the client for ongoing service and is the customer’s resource for consultative advice on contracts, plan structure, financial and renewal questions, escalation of claim issues and other administrative aspects of their plan. Account Management During implementation, collaborates with the implementation team to understand the sold case parameters up front, so they may be engaged as necessary throughout implementation.  Stays informed throughout the implementation so there is a smooth transition to this position after implementation.  Understand client business, issues, and needs through required proactive face-to-face client visits and proactive phone contact; builds, maintains, and manages positive ongoing client relationship. Provides continual education to client on Reliance processes,...

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 $500K to $20 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...

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 $500K to $20 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...

At The Standard, you’ll join a team focused on putting our customers first. Our continued success is driven by a high-performance culture. We’re looking for people who are collaborative, accountable, creative, agile and are driven by a passion for doing what’s right – across the company and in our local communities. We offer a caring culture where you can make a real difference, every day.   Ready to reach your highest potential? Let’s work together. You must live within the Tampa area to be considered for this position. What You’ll Do / Key Responsibilities As a Client Manager – Regional Accounts 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. In this role, you will: Manage new case, renewal activity, and amendments Identify and promote the sale of additional lines of coverage or plan improvements. Promote new...

IAT Insurance Group Surety Business Unit has an immediate opening for a Surety Account Manager in our Walnut Creek, California location. This role will provide overall day to day customer service and support to Underwriters, Agents, Principals and Obligee, Acts as a liaison between the organization and clients, working closely with both entities to ensure needs are being met. Please note, IAT works on a hybrid schedule.  This role will be required to work from the office Monday through Wednesday with the option of working remotely Thursday and Friday. Responsibilities: Account creation for new principals, including file creation, onbasing, ofac, and Pcode management, credit reports and referencing. Process premium and entry of bonds, determining the ratings and class coding. Process renewals, endorsements and cancellation in line with bond forms and contract terms. Maintain account principal and bond files; may request updates from Agents. Audit Agent bond logs...

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 position. 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...

This position is part of the UW support career progression and may report to a Senior Specialist, UW Support, Team Leader, or to a Team Manager, Underwriting Support.   This role assists the underwriters by screening risk offerings and with pre and post-binding processes. The role also performs services including problem-solving or research projects requiring broad insurance and/or procedural knowledge and works under direct supervision. In addition to the traditional UA duties, this role will: Support regional UA Manager in overseeing all daily business activities and act as the first point of call for all UAs in the region Review new submissions against prescribed criteria to determine if risk qualifies for LOB risk appetite.  Triages submission for missing information and follows up with the broker for outstanding items. Performs a comparison of renewal submission information against prior year information and documents differences for underwriting (i.e. – large exposure...

About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Why choose HUB? Throughout our network of more than 530+ HUB offices across North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an...

Copy and paste the top section directly onto the job description section on the job requisition in Workday: 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 14,000 professionals in 500 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...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Job Description The Colonial Group seeks a motivated candidate for our Outside Sales Representative  opportunity . This exciting entry level position offers a great starting salary, bonuses and will train you to do the following: Marketing & Sales – Solicit, establish, and maintain rapport with prospective and assigned retail agents to secure new and renewal business as well as participate in USLI’s 50/50 Sales training program. Our ideal candidate will live in the Richmond, Lynchburg or Danville VA area. WHO YOU ARE: You believe in working as a team and thrive in fun, collaborative environments. You have a client-focused attitude and value the importance of relationships, professionalism, and trust. You set goals high and aim higher. You have solid communication skills. You are detail oriented and organized. You enjoy...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. J.E. Brown & Associates seeks a motivated candidate for our Regional Sales Manager opportunity in the Southwestern region. Marketing & Sales – Solicit, establish, and maintain rapport with prospective and assigned retail agents to secure new and renewal business as well as participate in USLI’s 50/50 Sales training program. This is a hybrid outside sales role requiring in-person and virtual agent visits in Arizona and surrounding areas. We are excited to provide training and development for this opportunity. The candidate will need to be located near a major metropolitan area in Arizona WHO WE ARE: J.E. Brown, a subsidiary of Brown & Brown Insurance, is a managing general agency for retail insurance agents placing property and casualty insurance for businesses and individuals. The firm specializes in offering small...

Description Summary: The Commercial Portfolio Manager III, Middle Markets - will manage a book of business and/or outstandings, and/or support a specialty area in a Commercial lending relationship, i.e. Syndications, Large Corporate or ABL in the greater Dallas/Fort Worth area. Maintains a highly credible relationship between portfolio management and HNB's credit approval authorities. Develops robust portfolio analysis processes and data capture processes that manage risk and that generate valuable market insights to management and clients that help the bank and clients win. Accountable for identifying client needs (both credit and non-credit) within the portfolio and referring to middle market banking team for urgent execution to drive revenue growth. Please note: Working location for this role is in Dallas, TX. Duties & Responsibilities: Services, deepens, and retains assigned profitable customer...

This is a remote position located in Western North Carolina. Applicants must be located in Western North Carolina. VFIS of North Carolina is the leading provider of insurance for non-profit emergency service organizations, including volunteer fire departments (firefighters), ambulance and rescue squads (paramedics & EMTs) in the state of North Carolina. We're seeking a talented Account Manager to develop and promotes the sale and use of all VFIS products and services through independent agents and on a direct basis to achieve premium growth, profitability and market penetration objectives in the “Western Region” of North Carolina.  Promotes and maintains goodwill between VFIS of North Carolina and key emergency service organizations in an assigned territory. Your Impact: Perform activities that lead to sales and account retention within territory through agents, or on a direct basis. Independently obtain leads through possible sourcing opportunities, working...

We’re thrilled that you are interested in joining us here at the Amynta Group! Vice President (VP)-Underwriting is responsible for producing, underwriting, managing and retaining profitable business for the company. The primary objective of the VP-Underwriting is to underwrite, maintain and grow the Ambridge portfolio in accordance with the business plan, strategy, authority levels, company policy and regulatory environment for a specific product and/or line of business. VP-Underwriting reports directly to the Senior Vice President (SVP) with shared responsibility for the underwriting performance for the respective product line at Ambridge. Working in conjunction with the SVP, VP-Underwriting is expected to plan and implement activities within their team to ensure Ambridge meets is underwriting business objectives Underwriting Provide advanced technical expertise with service of new and existing clients through cross-selling opportunities, account development, execution...

Underwriter – Employment Practices Liability Do you enjoy creative problem-solving and working independently in a collaborative team environment? Tokio Marine HCC - Cyber and Professional Lines Group is looking for a self-motivated, analytical, and relationship-focused underwriter to join our Employment Practices Liability Insurance (EPLI) underwriting team. An ideal candidate will possess a passion for analytic and methodical underwriting with a focus on client service and relationship building. No two days are the same with the underwriter’s areas of focus spanning all industry classes and revenue sizes. This position will be located in Chicago, IL, Atlanta, GA, Mount Kisco, NY, New York City, or Sacramento, CA, regional office locations and will report to the Underwriting Product Manager. Employment Practices Liability Insurance (EPLI) provides protection for an employer against claims made by employees, former employees or prospective employees alleging, among...

Job Responsibilities and Requirements Assume overall responsibility for managing dedicated client accounts ranging from 500 to 2,000 lives. The Client Manager is the main contact for the client for ongoing service and is the customer’s resource for consultative advice on contracts, plan structure, financial and renewal questions, escalation of claim issues and other administrative aspects of their plan. Account Management During implementation, collaborates with the implementation team to understand the sold case parameters up front, so they may be engaged as necessary throughout implementation.  Stays informed throughout the implementation so there is a smooth transition to this position after implementation.  Understand client business, issues, and needs through required proactive face-to-face client visits and proactive phone contact; builds, maintains, and manages positive ongoing client relationship. Provides continual education to client on company...

Job Responsibilities and Requirements The STAR (Sales/Service Training and Readiness) program at Reliance Matrix is designed to prepare you for an exciting and successful career in business sales and service. During the one-year program you’ll have the opportunity to gain product and industry knowledge, develop strong relationship building and selling skills, and collaborate with colleagues and leaders. Putting your training into practice is a large part of the STAR program. Under the supervision of local management, you will be assigned hands-on activities to help you prepare while also allowing you to make an impact to the business. Successful completion of the program will advance you into a sales client management position with unlimited growth and earnings potential. Program Overview The curriculum begins with extensive training on our group employee benefit products and services, underwriting, and overall business acumen. You will gain knowledge of the various...

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 14,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term...