Senior Client Manager
3 months ago
Marsh McLennan Agency
Description:
Position Overview
The Senior Client Manager position is responsible for proactively managing the overall workflow for the books of business assigned to them. Senior 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
Required:
- 6+ 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)
- Some college or technical training in related discipline
- CIC, CPCU, CRM, CISR designations
- Previous Sagitta and ImageRight experience
-
Senior Care Manager
4 weeks ago
Scottsdale, Arizona, United States Sunrise Senior Living Full timeCompany OverviewSunrise Senior Living has been a pioneer in senior care for over 30 years, dedicated to providing high-quality services that enhance the lives of seniors and their families.About the RoleWe are seeking a compassionate and skilled Senior Care Manager to join our team at Sunrise Senior Living. As a member of our care team, you will be...
-
Senior Client Service Associate
10 hours ago
Scottsdale, United States Beacon Pointe Advisors Full timeJob DescriptionWe are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate (CSA) in our Scottsdale, AZ office. The Senior CSA will join a highly talented team of institutional investment consultants and analysts that service the investment management needs of high net worth individuals, families and...
-
Senior Client Associate
4 months ago
Scottsdale, United States Rockefeller Financial Full timeAbout Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...
-
Senior Client Manager
2 months ago
Scottsdale, United States Marsh & McLennan Companies Full timeCompany: Marsh McLennan Agency Description: Position Overview The Senior Client Manager position is responsible for proactively managing client service, renewal activities and administration of products for the clients assigned to them. Client Managers serve as a primary day-to-day contact for our clients. Principal Duties and Responsibilities Responsible...
-
Compassionate Care Manager for Senior Living
4 weeks ago
Scottsdale, Arizona, United States Sunrise Senior Living Full timeJob OverviewSunrise Senior Living is a leading provider of senior living services, committed to delivering high-quality care and services to seniors and their families. As a Compassionate Care Manager for Senior Living, you will play a vital role in ensuring that our residents receive the highest level of care and support.
-
Senior Client Service Specialist
4 days ago
Scottsdale, Arizona, United States LaunchPad Home Group Inc Full timeWe are seeking a Senior Client Service Specialist to join our home inspection company. The ideal candidate is a proactive, service-driven leader who can champion excellence in client service.The estimated salary for this role is $70,000 - $90,000 per year. Located in Scottsdale, AZ, this role requires availability for rotational weekend shifts as...
-
Senior Living Financial Manager
6 days ago
Scottsdale, Arizona, United States Cogir Senior Living Full timeBudgeting and Financial PlanningThis Director of Budgeting and Financial Planning position is responsible for overseeing the annual budgeting process, monthly and quarterly forecasting, and cash flow management activities. You will direct the preparation of budgets, forecasts, and cash flow projections for nearly 100 senior living communities and the...
-
Senior Client Relationship Specialist
4 weeks ago
Scottsdale, Arizona, United States IMCS Group Full timeAt IMCS Group, we are seeking a skilled Senior Client Relationship Specialist to join our team. The ideal candidate will possess exceptional interpersonal and client relationship management skills, with a strong ability to provide exceptional service through consultative approaches.This is a 12-month opportunity working on a full-time schedule from Monday to...
-
Senior Client Support Specialist
4 weeks ago
Scottsdale, Arizona, United States Randstad Full timeJob OverviewThe Senior Client Support Specialist will play a key role in ensuring exceptional customer experiences for our clients. As a critical member of the support team, you will be responsible for delivering top-notch service, providing expert guidance, and driving process improvements.
-
Senior Client Service Professional
3 days ago
Scottsdale, Arizona, United States Rockefeller Financial Full timeWe are seeking an experienced Financial Services Representative to join our team as a Senior Client Associate. The successful candidate will have at least 5 years of prior client service experience within the financial industry, or equivalent experience. A Series 7 & 66 registration is strongly preferred, or willingness to obtain.The ideal candidate will...
-
Senior Living Care Manager
4 weeks ago
Scottsdale, Arizona, United States Sunrise Senior Living Full timeAbout Sunrise Senior LivingSunrise Senior Living has been a pioneer in quality senior care for over 30 years. We believe our team members are our greatest resource, and we're looking for individuals who share our commitment to providing exceptional care for seniors and their families.We're passionate about our mission - championing quality of life for all...
-
Senior Living Coordinator
3 days ago
Scottsdale, Arizona, United States Acoya Shea Senior Living Full timeJob OverviewA Senior Living Coordinator is a dynamic professional responsible for ensuring the smooth transition of new residents into Acoya Shea Senior Living. The ideal candidate possesses in-depth knowledge of our property's products and services, allowing them to effectively represent our community to referral sources and potential clients. Key...
-
Senior Care Providers
1 week ago
Scottsdale, Arizona, United States Golden Heart Senior Care Full time**Golden Heart Senior Care: The Leader in Senior Care Services**We are proud to offer a wide range of job opportunities for Certified Care Professionals in the East of I17 area. As a leader in senior care services, we understand the importance of providing high-quality care to our clients.**Competitive Salary:** Our estimated salary for this position is...
-
CNA Care Professional
4 weeks ago
Scottsdale, Arizona, United States Golden Heart Senior Care Full timeAbout Golden Heart Senior CareWe are a compassionate and dedicated team of professionals providing quality care to seniors in need. Our commitment to delivering exceptional service has earned us a reputation as a trusted provider of senior care services.Job SummaryWe are currently seeking a CNA Care Professional to join our team of caring professionals. As a...
-
Senior Caregiving Opportunities
1 week ago
Scottsdale, Arizona, United States Golden Heart Senior Care Full timeGolden Heart Senior Care is seeking reliable and compassionate caregivers to provide in-home care to seniors in East Mesa.Our caregivers work one-on-one with clients, assisting with daily living tasks and providing emotional support. As a caregiver with Golden Heart Senior Care, you will have the opportunity to build meaningful relationships with your...
-
Senior Caregiver Specialist
2 weeks ago
Scottsdale, Arizona, United States Sunrise Senior Living Full timeAbout the RoleWe are seeking a compassionate and dedicated Care Manager to join our team at Sunrise Senior Living. As a Care Manager, you will be responsible for providing exceptional care and services to our residents in an assisted living and reminiscence neighborhood setting.Responsibilities:Build meaningful relationships with seniors and their families,...
-
Senior Care Professional
1 week ago
Scottsdale, Arizona, United States Golden Heart Senior Care Full timeAbout Golden Heart Senior CareWe are a leading provider of home health services, dedicated to delivering personalized care to our clients. Our team of experienced caregivers is passionate about making a difference in the lives of those we serve.Job Description:We are seeking a skilled caregiver to join our team in Cave Creek. As a caregiver, you will be...
-
Senior Project Manager
2 months ago
scottsdale, United States SPS+ Architects Full timeSenior Project ManagerScottsdale, Az Job Type: Full Time – HybridDescription:WHO WE AREThe SPS+ team serves clients and communities across Arizona and beyond, specializing in K-12 education while also bringing expertise to various other sectors. Our commitment to understanding our clients’ needs and desires drives us to uncover possibilities and design...
-
Senior Project Manager
2 months ago
Scottsdale, United States SPS+ Architects Full timeSenior Project ManagerScottsdale, Az Job Type: Full Time – HybridDescription:WHO WE AREThe SPS+ team serves clients and communities across Arizona and beyond, specializing in K-12 education while also bringing expertise to various other sectors. Our commitment to understanding our clients’ needs and desires drives us to uncover possibilities and design...
-
Senior Project Manager
2 months ago
Scottsdale, United States SPS+ Architects Full timeSenior Project ManagerScottsdale, Az Job Type: Full Time – HybridDescription:WHO WE AREThe SPS+ team serves clients and communities across Arizona and beyond, specializing in K-12 education while also bringing expertise to various other sectors. Our commitment to understanding our clients’ needs and desires drives us to uncover possibilities and design...