Client Manager
2 weeks ago
The Client Manager will provide advanced technical support to Client Executive Service as well as continue to perform the Client Administrator duties for existing clients, working in conjunction with other team members.
In addition, the Client Manager may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts preparing for and providing renewal and new business presentations.
Essential Duties & Responsibilities- Continue to perform all duties of a Client Administrator at an above average level while assisting Client Executive in analyzing coverages and claims data for new and renewal business.
- Proactively prepare renewal specifications and rough draft proposals.
- Assist with and/or manage the marketing of renewal business as directed by Client Executive.
- Prepare experience modification projections using Intellicomp or other available software.
- Review accuracy of experience modification calculations published by state rating agencies/bureaus.
- Timely review policy checking notes from policy checkers and make corrections to the policy as necessary. Review issues with Client Executive as necessary. As needed, check policies on your own as needed if time allows or a rush situation. Manage the timely delivery of the policies to the client either via email, in person or via online portal.
- Review loss run and claim status reports.
- Prepare Loss Summaries and Large Loss Reports.
- Periodic visits to clients with Client Executive, including active participation in new business and renewal preparation and presentation.
- Assist with collections of Accounts Receivables.
- Participate in E&O Audits.
- Establish and consistently maintain effective and positive working relationships with Associates and clients.
- Bachelor's degree plus 2-3 years of daily World Class Client service is required; or, a minimum of 3 years industry experience showing increasing responsibility directly related to the performance of the above duties including 2-3 years of daily World Class Client service.
- Maintain a valid unrestricted California Fire & Casualty Solicitors license.
- Advanced insurance designations applicable to the above duties strongly preferred as well as a willingness to pursue continuing education and professional development.
- Significantly exceed expectations in existing position if currently employed at Marsh & McLennan Agency.
- Excellent understanding of insurance terminology, the functions of an insurance brokerage agency and the various lines of commercial insurance.
- Proficiency with MS Office Software (Word, Excel, Outlook).
- Prioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.
- Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
- Work is performed in a typical interior/office work environment.
- Occasional travel to client sites may be required. Travel may consist of an overnight stay.
- Individual shall not pose a direct threat to the health or safety of other individuals in the workplace.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients.Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including:
health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs.
For more information about our company, please visit us at:#MMABI
#LI-DNI
-
Client Manager
4 weeks ago
San Diego, California, United States Marsh McLennan Agency Full timeThe Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties. Client Managers may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts to oversee the preparation of and providing renewal and new business...
-
Client Manager
2 months ago
San Diego, California, United States Marsh McLennan Agency Full timeThe Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties. Client Managers may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts to oversee the preparation of and providing renewal and new business...
-
Client Manager
2 weeks ago
San Diego, California, United States Marsh & McLennan Companies Full timeCompany: Marsh McLennan Agency Description: The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties. Client Managers may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts to oversee the preparation...
-
Client Support Manager
2 weeks ago
San Diego, California, United States Divergent, inc Full timeWe are seeking an Entry Level Client Support Manager to join our team The Entry Level Client Support Manager will be responsible for helping customers by providing product and service information and resolving technical issues. Bilingual abilities are a major plus for the role but are not necessary to apply.Entry Level Client Support Manager...
-
Wealth Management Client Associate
4 weeks ago
San Diego, California, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Wealth Management Client Associate
2 months ago
San Diego, California, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Assistant Client Portfolio Manager
2 weeks ago
San Diego, California, United States Allied Universal® Full timeJob DescriptionJob DescriptionOverviewAllied Universal, North America's leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workplace, you will be part of a team that fuels a culture that will reflect in our communities and customers we serve. We offer...
-
Client Service Executive
2 weeks ago
San Diego, California, United States Vets Hired Full timeAbout the job Client Service Executive - Executive Liability Essential Duties & ResponsibilitiesOversee ongoing account service activities. Deliver invoices and manage/collect receivables in conjunction with Client Sales Executive.Meet regularly with Client Sales Executive to update, advise, educate and inform of recent industry trends and events.Coordinate...
-
Client Service Executive
3 weeks ago
San Diego, California, United States Marsh McLennan Agency Full timeResponsible for retention of existing business and the development of business within those assigned accounts. Client Service Executive associates act as a leader for the Client Service Team members to include Benefit Analysts and Client Managers. Essential Duties & ResponsibilitiesOversee ongoing client service activities.Meet with the client throughout the...
-
Client Services Representative
2 weeks ago
San Diego, California, United States Cetera Financial Group Full timeJob Description This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client...
-
Client Services Specialist
2 weeks ago
San Diego, California, United States IPS Group Full timeCompany :IPS Group, Inc. is a design, engineering and manufacturing company focused on low power wireless telecommunications and parking technologies. IPS manufactures its products locally and has been delivering world-class solutions to the telecommunications and parking industries for over 20 years. The company is best known for their patented credit card...
-
Acquisition Management Support Ii
2 weeks ago
San Diego, California, United States Client Server Software Solutions Full timeProvide on-site support of NIWC Pacific's Security Programs which includes support for the Scientific and Technical Intelligence Liaison Officer (STILO), Special Security Office (SSO), Operations Security (OPSEC), Research and Technology Protection (RTP) and Supply Chain Risk Management (SCRM) to NIWC Pacific, NAVWAR Headquarters (HQ), and supported Program...
-
Client Services Specialist
2 weeks ago
San Diego, California, United States Vervecloud Full timeVerve Cloud Inc., a top provider of cloud-based VoIP systems, and business-class Internet is looking for our next Tech savvy team member. If you are passionate about a Field Tech career, come join us.Verve has an award winning culture named BEST PLACES TO WORK , GREAT PLACES TO WORK AND FORTUNE BEST SMALL & MEDIUM WORKPLACES 2020 & 2022.Begin a great career...
-
San Diego, California, United States Arthur J Gallagher & Co. Full timeIndulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of...
-
senior client advisor
2 weeks ago
San Diego, California, United States LVMH Full timePosteSymbol of elegance and authentic luxury with its sophisticated and timeless Collections, CELINE is a French Leather-Goods and Couture House, driven by a strong artistic and holistic vision. CELINE's ambition is to be one of the most iconic luxury brands worldwide. To make this vision a reality we are looking for agile, passionate and authentic...
-
Specialty Markets Client Services Associate
2 weeks ago
San Diego, California, United States Axos Financial, Inc. Full timeThis role will provide direct client support in the areas of Treasury Management and Commercial Banking operations. As a key liaison between clients and internal teams, this role will play a pivotal role in ensuring the satisfaction and success of ou Client Service, Associate, Client Support, Operations, Client Relations, Retail, Management
-
Sr. TM Client Services
2 weeks ago
San Diego, California, United States axosbank Full timeAxos Bank Target Range: $66,560.00/Yr. - $95,000.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 10% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% These discretionary...
-
Client Service Coordinator
2 weeks ago
San Diego, California, United States Revive Med Spa Full timeJoin our team at Revive Med Spa and explore the exciting world of the Med Spa industry! As the premier Med Spa in San Diego, we are on a path of significant expansion. We are seeking individuals to be a part of our Client Services team full-time, embracing a positive work culture established over 16 years. At Revive, truth, transparency, open communication,...
-
Employee Benefits Client Service Representative
2 weeks ago
San Diego, California, United States Acrisure LLC Full timeAcrisure LLCEmployee Benefits Client Service Representative (Ahern Insurance Brokerage)Ahern Insurance Brokerage - San Diego, CA - Full TimeAcrisure has been named the fastest growing insurance brokerage firm three years in a row by Business Insurance Magazine. We have over 600 locations across the US and continue to grow every month. To fuel that growth, we...
-
Client Services Representative
4 weeks ago
San Diego, California, United States Labcorp Full timeLabCorp is seeking a Customer Service Support Representative to join our team. This position will work with physician offices, hospital laboratories, patients and internal customers to ensure that all client needs are addressed accurately and efficiently.The Customer Service Support Representative will provide product education and handle a wide variety of...