Client Manager
3 weeks ago
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.The mission is to be an integral part of the Commercial Lines team and partner with Advisors, Directors Risk Management, Client Service Specialists and others in the agency to deliver a high level of service to our commercial clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment.PRIMARY RESPONSIBILITIES:Maintain client files in Agency Management System accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices.Compose professional business correspondence via letter, email, and/or other meansCapable for performing accounting/math related functions including invoicing, premium allocation, and other tasks as necessary.Monitor claims as outlined by agency procedures. Communicate claims information to others in the agency and maintain up-to-date claims information in the system. Provide guidance and assistance to the insured in coordination with claims.Interact with others effectively by utilizing good communications skills, cooperating purposefully, providing information and guidance, as needed, to achieve the goals of the company.Attend client meetings with the Advisor or Director Risk Management, when requestedAssist co-workers in responding to client inquiries or processing work, when neededManage the day-to-day activities of client accounts including, but not limited to policy review, changes and updates, contract review for certificates processing, preparing renewal documents, marketing and negotiating insurance programs, filing surplus lines, review leases, and financial statements related to the client's insurance.Assists client inquiries via telephone and email, relaying information and follow up for timely service to the insured.Counsel and advise client on coverage and exposure, recommending and placing additional coverage, as needed.Actively seeks out referrals from the current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.Cultivates strong relationships with insurance company partners is responsible for knowing carrier requirements and attributes.Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership.KNOWLEDGE, SKILLS & ABILITIES:Demonstrates effective presentation skills through both verbal and written communications.Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and ability to learn any other appropriate insurance company and firm software programs.Demonstrates the firm's core values, exuding behavior that is aligned with the corporate culture.EDUCATION & EXPERIENCE:Obtain and maintain a state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment).3+ years of experience in a Commercial Account Manager role.OTHER:Fast paced, multi-tasking environment.Travel as required.IMPORTANT NOTICE:This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.Click here for some insight into our culture
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Client Manager
4 weeks ago
Tampa, Florida, United States Allied Universal® Full timeJob Title: Client ManagerAt Allied Universal, we are seeking a highly skilled and experienced Client Manager to lead our business segment in a designated region. As a Client Manager, you will be responsible for enhancing client experiences, building long-term meaningful client relationships, and engaging with employees who deliver our services in the...
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Client Services Manager
2 weeks ago
Tampa, United States Franklin Street Properties Full timeFranklin Street is currently seeking a Client Services Manager to join our team in Tampa, FL. The ideal candidate must possess 3-5 years of administrative experience or a Bachelor of Science or Bachelor of Arts. Professional level proficiency in comp Client Service, Manager, Real Estate, Business, Project Management, Client, Property Management, Business...
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Assistant Client Manager
4 weeks ago
Tampa, United States Fieldstone Architecture & Engineering Full timeJob DescriptionJob DescriptionSalary: Required Skills Knowledge of design, design trends, construction methodology, material applications, and manufacturer-supplier appropriateness. Knowledge of architectural building systems. Knowledge of the Quality Assurance and Quality Control policies and process. Knowledge of building codes and the ability to research...
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Client Relationship Manager
4 days ago
Tampa, Florida, United States Maxim Healthcare Services Full timeJob Title: Client Coordinator Job Summary: The Client Coordinator plays a vital role in building strong relationships with clients, patients, and caregivers to identify open shifts and coordinate schedules. This individual understands the needs, requirements, and preferences of all client types and optimizes staffing ratios. Through daily interaction, the...
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Senior Client Service Manager
4 days ago
Tampa, Florida, United States Gallagher Full time{"Introduction": "At Gallagher, we're committed to delivering exceptional protection and risk management solutions to our clients. As a Client Service Manager, you'll play a vital role in safeguarding businesses and empowering their ambitions. Our team is dedicated to building a legacy of trust and triumph in the dynamic world of risk...
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Client Technology Solutions Manager
3 weeks ago
Tampa, United States Motion Recruitment Partners, LLC Full timeGrow your career as a Client Technology Solutions Manager with an innovative global bank in Tampa, FL. Contract role with strong possibility of extension. Will require working a hybrid schedule 2-3 days onsite per week. Join one of the world's most renowned global banks and trusted brand with over 200 years of continuously evolving financial services...
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Client Technology Solutions Manager
4 days ago
Tampa, Florida, United States Rose International Full timeJob Title: Client Technology Solutions ManagerWe are seeking a highly skilled Client Technology Solutions Manager to join our team at Rose International. This role requires a strong background in financial services, technology aptitude, and a passion for delivering innovative solutions.Key Responsibilities:Client Facing Solutions: Engage directly with...
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Client Technology Solutions Manager
3 days ago
Tampa, Florida, United States Procom Full timeJob Title: Client Technology Solutions ManagerWe are seeking a highly skilled Client Technology Solutions Manager to join our team at Procom. This role requires a strong background in financial services, technology aptitude, and a passion for delivering innovative solutions.Key Responsibilities:Client Facing Solutions: Engage directly with clients in the...
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Senior Client Service Manager
3 weeks ago
Tampa, Florida, United States GGB - Global Full timeIntroductionAt GGB - Global, we're seeking a talented Client Service Manager to join our dynamic team. As a key member of our global brokerage team, you'll play a vital role in delivering exceptional customer service and driving business growth.About the RoleWe're looking for a seasoned professional with a passion for problem-solving and risk management. As...
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Healthcare Client Implementation Manager
3 days ago
Tampa, Florida, United States ImageNetLLC Full timeJob DescriptionAre you a project management professional with a passion for innovation in healthcare delivery? We are seeking a skilled Healthcare Client Implementation Manager to join our team.About UsImagenet is a leading provider of back-office support technology and tech-enabled outsourced services to healthcare plans nationwide. Our solutions help...
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Client Technology Solutions Manager
6 days ago
Tampa, United States Rose International Full timeDate Posted: 10/18/2024Hiring Organization: Rose InternationalPosition Number: 473049Job Title: Client Technology Solutions ManagerJob Location: Tampa, FL, USA, 33610Work Model: HybridEmployment Type: TemporaryEstimated Duration (In months): 13Min Hourly Rate($): 70.00Max Hourly Rate($): 75.00Must Have Skills/Attributes: Agile, Asset Management, Big Data,...
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Client Technology Solutions Manager
4 weeks ago
Tampa, United States Rose International Full timeWe are seeking a Client Technology Solutions Manager with a strong background in financial services, technology aptitude and a passion for delivering innovative solutions. This role is client-facing and focused on solving complex problems by working collaboratively with senior stakeholders, both internally and externally. You will manage...
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Client Technology Solutions Manager
2 weeks ago
Tampa, Florida, United States Motion Recruitment Partners LLC Full timeJob Title: Client Technology Solutions ManagerAre you a seasoned technology professional looking for a challenging role that leverages your expertise in financial services? We have an exciting opportunity for a Client Technology Solutions Manager to join our team at Motion Recruitment Partners LLC.About the Role:This is a contract position with a strong...
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Client Connectivity Services Manager
5 days ago
Tampa, United States HireTeq Full timeThis role will be responsible for the day-to-day activities linked to client's internal and external client objectives across all product lines. This includes directing personnel, team morale and resource management responsibilities. Requires a solid understanding of various business lines, and an ability to provide innovative solutions to business...
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Client Relationship Manager
2 months ago
Tampa, Florida, United States Team Select Home Care Full timeAbout Team Select Home CareWe are a dynamic and expanding home health care company dedicated to providing exceptional care and services to our patients and their families. Our mission is to take every opportunity to do right by all, and we believe our people and culture are the foundation for our leadership in the healthcare space.Job SummaryWe are seeking a...
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Tampa, Florida, United States FIS Full timeAbout the Role:As a Senior Client Services Manager, you will be responsible for delivering exceptional service to FIS clients. You will act as the primary point of contact for client relationships, ensuring timely and effective communication. Your key responsibilities will include managing client projects, executing account plans, building strong...
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Retail Client Training Manager
2 days ago
tampa, United States Reguard Full timeCompany DescriptionReguard was founded in 2021 and is a best-in-class warranty company that will initially serve the furniture market, but later expand beyond it. We are looking to grow our team as we have experienced a massive growth in our business and are currently onboarding a multi-billion dollar retailer in the space. Reguard seeks to revolutionize the...
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Retail Client Training Manager
3 days ago
Tampa, United States Reguard Full timeCompany DescriptionReguard was founded in 2021 and is a best-in-class warranty company that will initially serve the furniture market, but later expand beyond it. We are looking to grow our team as we have experienced a massive growth in our business and are currently onboarding a multi-billion dollar retailer in the space. Reguard seeks to revolutionize the...
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Vice President, Client Relationship Manager
4 days ago
Tampa, Florida, United States Citigroup Inc Full timeJob SummaryThe Client Control Testing Utility is responsible for assessing the adequacy of Controls, Monitoring and Testing Tools that are executed by the Client businesses.This position will report to the Client Controls Assessment Lead and will be part of a team of approximately 6 controls assessment professionals who will be responsible for executing the...
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Tampa, United States FIS Full timeJob Description At FIS, our technology and our people are moving forward. We advance the way the world pays, banks and invests. We believe in building inclusive, diverse teams. Together, we innovate to help our colleagues, clients and communities succeed. If you're ready to grow your career and make an impact in fintech, we have one question: Are you FIS?...
