Client Manager

4 weeks ago

Scottsdale, Arizona, United States Marsh McLennan Agency Full time

Position Overview
The Client Manager position is responsible for proactively managing the overall workflow for the books of business assigned to them. Sr. Client Managers handle all lines of commercial insurance for their accounts and serve as the main contact for the clients.


Principal Duties and Responsibilities

  • Main point of contact for the client – addresses general questions, provides guidance on appropriate coverage changes and/or contractual requirements, informs/educates client on exclusions and exposures, prepares binders prior to expiration date, and resolves accounting discrepancies
  • Maintain contact and collaborate with internal (Sales Executives, Department Heads, Marketing personnel, Claims personnel, Accounting personnel, Loss Control personnel) and external (Clients and Insurance Companies) parties
  • Plan, prioritize and complete day-to-day workload taking into account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal/external deadlines are met
  • Determine and coordinate the new/renewal marketing strategy for assigned clients, where applicable
  • Review and update applications and general information (attachments, activities, follow-up) into the agency management system for assigned books of business
  • Process, delegate and/or oversee audits, cancellation notices, endorsements, certificates and policy checking
  • Conduct all business in accordance with established policies and procedures
  • May attend client meetings on or off site on occasion
  • Other duties as assigned


Knowledge, Skills and Abilities
Required:

  • 4+ years in commercial lines insurance
  • Licensed in Arizona Property/Casualty (or ability to transfer existing license)
  • Ability to effectively communicate, both written and verbally, to internal and external parties
  • Excellent time management, organizational and multi-tasking skills with high attention to detail
  • Ability to build and maintain effective relationships with clients, carriers and peers
  • Ability to work independently and in cross-functional teams
  • Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point)

Preferred:

  • Some college or technical training in related discipline
  • CIC, CPCU, CRM, CISR designations
  • Previous Sagitta and ImageRight experience

  • Wealth Management Seasonal Client Associate

    7 days ago

    Scottsdale, Arizona, United States Bank of America Full time

    Job 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...

  • Registered Wealth Management Client Associate

    6 days ago

    Scottsdale, Arizona, United States Bank of America Full time

    Job 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...

  • Client Administrator

    4 weeks ago

    Scottsdale, Arizona, United States Marsh McLennan Agency Full time

    Position OverviewThe Client Administrator assists in supporting the day-to-day service to our clients or carriers at the direction of the Client Managers and/or department manager.Principal Duties and Responsibilities Process changes to the policies at the direction of the Client Manager, to be sent to the carrier Process, invoice (carry out billing...

  • Branch Service Manager/Registered Client Associate

    1 month ago

    Scottsdale, Arizona, United States Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity? Join RBC and help clients thrive and communities prosper. You will embrace RBC Wealth Management's core values and culture as an integral part of our branch serving financial advisors, clients and the team. The Branch Service Manager (BSM) is a player-coach role, acting as the primary liaison between the...

  • Temporary Client Experience Coordinator

    1 month ago

    Scottsdale, Arizona, United States Richemont Full time

    At Cartier North America, we are proud to employ talent from many different backgrounds, experiences, and identities. We believe that when diversity and inclusion are fully embraced and empowered, creativity and knowledge emerge to deliver excellence. We continue to work towards creating a workforce that represents the diversity of our clients and our...

  • Assistant Operations Manager

    4 weeks ago

    Scottsdale, Arizona, United States Richemont Full time

    Assistant Manager, Operations At Cartier North America, We are proud to employ talent from many different backgrounds, experiences, and identities. We believe that when diversity and inclusion are fully embraced and empowered, creativity and knowledge emerge to deliver excellence. We continue to work towards creating a workforce that represents the...

  • Dealer Management Analyst

    1 month ago

    Scottsdale, Arizona, United States CNA National Warranty Career Full time

    Position Summary Leads team that reviews, analyzes and monitors agent and dealer portfolios (losses and profitability). Team creates and executes business solutions to address underperformance.Essential Duties & ResponsibilitiesLeads, directs and has full management accountability for subordinate staff; acts as a change-oriented and engaging mentor/coach who...

  • Market Financial Center Manager

    2 weeks ago

    Scottsdale, Arizona, United States Bank of America Full time

    Job 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...

  • Sr. Manager

    1 month ago

    Scottsdale, Arizona, United States Cognizant Technology Solutions Full time

    About Us:Cognizant (Nasdaq: CTSH) engineer's modern businesses. We help our clients modernize technology, reimagine processes and transform experiences so they can stay ahead in our fast-changing world. Together, we're improving everyday life. See how at or @cognizant. Cognizant is looking for a "Guidewire Sr. Manager" for developing customized product for...

  • Sr. Manager

    5 days ago

    Scottsdale, Arizona, United States Cognizant Technology Solutions Full time

    About Us:Cognizant (Nasdaq: CTSH) engineer's modern businesses. We help our clients modernize technology, reimagine processes and transform experiences so they can stay ahead in our fast-changing world. Together, we're improving everyday life. Cognizant is looking for a "Guidewire Sr. Manager" for developing customized product for our clients. The role is...

  • Sales Associate

    1 month ago

    Scottsdale, Arizona, United States Richemont Full time

    At Cartier North America, We are proud to employ talent from many different backgrounds, experiences, and identities. We believe that when diversity and inclusion are fully embraced and empowered, creativity and knowledge emerge to deliver excellence. We continue to work towards creating a workforce that represents the diversity of our clients and our...

  • Sales Executive

    1 month ago

    Scottsdale, Arizona, United States Marsh McLennan Agency Full time

    Lovitt & Touché is part of the Marsh McLennan Agency serving Arizona and the Western region. A subsidiary of Marsh LLC, we boast the service, innovations and experience of the world's leading insurance broker and risk management advisor, yet we retain the close-knit, community-focused culture our firm was founded with in 1911.Position OverviewSales...

  • Sales Executive

    1 month ago

    Scottsdale, Arizona, United States Marsh McLennan Agency Full time

    Lovitt & Touché, a Marsh McLennan Agency serves Arizona and the Western region. A subsidiary of Marsh LLC, we boast the service, innovations and experience of the world's leading insurance broker and risk management advisor, yet we retain the close-knit, community-focused culture our firm was founded with in 1911.Position OverviewSales Executives are...

  • Sap Abap Developer

    4 weeks ago

    Scottsdale, Arizona, United States z3 technologies inc. Full time

    1. SAP Technical consultant responsible for overall Finance Development Support and projects 2. Over 10 years of Hands-on experience in functional/technical design coding and implementation of break-fix and enhancements. In-depth development in SAP Finance AP and AR modules are strongly desired. 3. In-depth knowledge in all SAP development techniques; HANA...

  • Sales Executive

    2 weeks ago

    Scottsdale, Arizona, United States MMC Full time

    Lovitt & Touché, a Marsh McLennan Agency serves Arizona and the Western region. A subsidiary of Marsh LLC, we boast the service, innovations and experience of the world's leading insurance broker and risk management advisor, yet we retain the close-knit, community-focused culture our firm was founded with in 1911.Position OverviewSales Executives are...

  • Workers' Compensation Claim Adjuster

    4 weeks ago

    Scottsdale, Arizona, United States Cannon Cochran Management Services, Inc. (CCMSI) Full time

    At CCMSI, we look for the best and brightest talent to join our team of professionals. As a leading Third Party Administrator in self-insurance services, we are united by a common purpose of delivering exceptional service to our clients. As an Employee-Owned Company, we focus on developing our staff through structured career development programs, rewarding...

  • Workers' Compensation Claim Adjuster

    2 weeks ago

    Scottsdale, Arizona, United States Cannon Cochran Management Services, Inc. (CCMSI) Full time

    At CCMSI, we look for the best and brightest talent to join our team of professionals. As a leading Third Party Administrator in self-insurance services, we are united by a common purpose of delivering exceptional service to our clients. As an Employee-Owned Company, we focus on developing our staff through structured career development programs, rewarding...

  • Boutique Assistant, Scottsdale

    4 weeks ago

    Scottsdale, Arizona, United States Richemont Full time

    Role OverviewVan Cleef & Arpels North America is seeking a Boutique Assistant who will be responsible for delivering an exceptional client experience by providing support to Sales Associates, daily boutique maintenance and operations, assisting Reception and providing consistent and active participation to the Van Cleef & Arpels Service Excellence Ceremony....

  • Pediatric Ophthalmologist

    2 weeks ago

    Scottsdale, Arizona, United States gpac Full time

    Hello Doctor My name is Eric Estey. I'm an Executive Recruiter with Gpac. My client recently opened a position for an Pediatric Ophthalmologist in the Scottsdale, Arizona area.. My client offers clinical support that allows you to concentrate on your area of expertise, while others manage patient administrative paperwork and office staffing. My client...

  • Ophthalmologist

    2 weeks ago

    Scottsdale, Arizona, United States gpac Full time

    Hello Doctor My name is Eric Estey. I'm an Executive Recruiter with Gpac. My client recently opened a position for an Ophthalmologist in the Scottsdale, Arizona area.. My client offers clinical support that allows you to concentrate on your area of expertise, while others manage patient administrative paperwork and office staffing. My client strives to hire...