Current jobs related to Client Manager - Boston - Aon

  • Client Manager

    2 weeks ago


    Boston, Massachusetts, United States TÜV SÜD America Full time

    Job Title: Client ExecutiveAt TÜV SÜD America, we are seeking a highly skilled Client Executive to join our team. As a Client Executive, you will be responsible for managing client relationships, renewing assigned accounts, and developing scope of work and fee proposals.Key Responsibilities:Manage client relationships and ensure retention of assigned...

  • Client Manager

    1 month ago


    Boston, Massachusetts, United States Optiv Full time

    About the RoleWe are seeking a highly skilled Client Manager to join our team at Optiv. As a Client Manager, you will be responsible for selling Optiv security services and security technology solutions to a select few strategic accounts within a geographic territory.Key ResponsibilitiesDevelop and execute a multi-year strategic account management plan for...

  • Client Manager

    2 weeks ago


    Boston, Massachusetts, United States DaVita Full time

    {"Responsibilities": "Key ResponsibilitiesManage client relationships to drive revenue growth and retention.Develop and implement sales strategies to achieve revenue targets.Collaborate with internal teams to foster a One TUV SUD commitment and support other business lines.Attend internal and external marketing functions to promote the company's...


  • Boston, United States LevelUP HCS Full time

    Join Us as a Client Portfolio ManagerWe are looking for a Client Portfolio Manager to join our Investment Research Group (IRG), the centralized investment team within our Multi-Family Office (MFO) business. The IRG is responsible for asset allocation, portfolio construction, manager selection and monitoring, risk management, and other investment-related...


  • Boston, United States LevelUP HCS Full time

    Join Us as a Client Portfolio ManagerWe are looking for a Client Portfolio Manager to join our Investment Research Group (IRG), the centralized investment team within our Multi-Family Office (MFO) business. The IRG is responsible for asset allocation, portfolio construction, manager selection and monitoring, risk management, and other investment-related...


  • Boston, United States LevelUP HCS Full time

    Join Us as a Client Portfolio ManagerWe are looking for a Client Portfolio Manager to join our Investment Research Group (IRG), the centralized investment team within our Multi-Family Office (MFO) business. The IRG is responsible for asset allocation, portfolio construction, manager selection and monitoring, risk management, and other investment-related...


  • Boston, United States LevelUP HCS Full time

    Join Us as a Client Portfolio ManagerWe are seeking a Client Portfolio Manager to join our Investment Research Group (IRG), the centralized investment team within our Multi-Family Office (MFO) business. This team is responsible for asset allocation, portfolio construction, manager selection and monitoring, risk management, and other investment-related...


  • boston, United States LevelUP HCS Full time

    Join Us as a Client Portfolio ManagerWe are seeking a Client Portfolio Manager to join our Investment Research Group (IRG), the centralized investment team within our Multi-Family Office (MFO) business. This team is responsible for asset allocation, portfolio construction, manager selection and monitoring, risk management, and other investment-related...


  • Boston, United States LevelUP HCS Full time

    Join Us as a Client Portfolio ManagerWe are seeking a Client Portfolio Manager to join our Investment Research Group (IRG), the centralized investment team within our Multi-Family Office (MFO) business. This team is responsible for asset allocation, portfolio construction, manager selection and monitoring, risk management, and other investment-related...


  • Boston, United States LevelUP HCS Full time

    Join Us as a Client Portfolio ManagerWe are seeking a Client Portfolio Manager to join our Investment Research Group (IRG), the centralized investment team within our Multi-Family Office (MFO) business. This team is responsible for asset allocation, portfolio construction, manager selection and monitoring, risk management, and other investment-related...


  • Boston, Massachusetts, United States BOSTON TRUST WALDEN COMPANY Full time

    Boston Trust Walden Company OverviewBoston Trust Walden Company is an independent, employee-owned firm that provides investment management services to institutional investors and private wealth clients. The firm manages approximately $15 billion in client assets.The company distinguishes itself in several key ways, including:stable, diversified business...


  • boston, United States The KXN Full time

    Are you passionate about building meaningful client relationships? Do you thrive in a fast-paced environment where your expertise can make a real impact? The KXN is collaborating with a reputable company in the Wealth Management sector to identify an exceptional Client Relationship Manager. This role provides a unique opportunity to contribute to delivering...


  • Boston, United States The KXN Full time

    Are you passionate about building meaningful client relationships? Do you thrive in a fast-paced environment where your expertise can make a real impact? The KXN is collaborating with a reputable company in the Wealth Management sector to identify an exceptional Client Relationship Manager. This role provides a unique opportunity to contribute to delivering...


  • Boston, United States The KXN Full time

    Are you passionate about building meaningful client relationships? Do you thrive in a fast-paced environment where your expertise can make a real impact? The KXN is collaborating with a reputable company in the Wealth Management sector to identify an exceptional Client Relationship Manager. This role provides a unique opportunity to contribute to delivering...


  • Boston, Massachusetts, United States Fidelity TalentSource LLC Full time

    Job Description:Are you passionate about delivering exceptional client service and building strong relationships? Do you thrive in a fast-paced, entrepreneurial environment? We're seeking a skilled Client Service Manager to join our Fidelity Family Office Services team.As a Client Service Manager, you will be the key contact for our family office clients,...


  • Boston, United States Cigniti Technologies Full time

    IntroductionAre you passionate about driving innovation in quality engineering and eager to work with cutting-edge technologies? At Cigniti, a leading force in the quality engineering space and a proud member of the Coforge family, we’re not just shaping the future – we’re defining it. If you're ready to elevate your career and make a significant...


  • boston, United States Cigniti Technologies Full time

    IntroductionAre you passionate about driving innovation in quality engineering and eager to work with cutting-edge technologies? At Cigniti, a leading force in the quality engineering space and a proud member of the Coforge family, we’re not just shaping the future – we’re defining it. If you're ready to elevate your career and make a significant...


  • Boston, United States Cigniti Technologies Full time

    IntroductionAre you passionate about driving innovation in quality engineering and eager to work with cutting-edge technologies? At Cigniti, a leading force in the quality engineering space and a proud member of the Coforge family, we’re not just shaping the future – we’re defining it. If you're ready to elevate your career and make a significant...


  • Boston, Massachusetts, United States Heart and Sail Excursions Full time

    This is a remote position that offers a unique opportunity to nurture and manage client relationships, ensuring their satisfaction with products or services and promptly addressing any concerns.Key Responsibilities:Cultivate and manage client relationships, delivering exceptional customer service and ensuring client satisfaction.Aid clients in understanding...

  • Client Manager

    2 weeks ago


    Boston, United States Optiv Full time

    As a Client Manager (CM) you'll be responsible for selling Optiv security services and security technology solutions to a select few strategic accounts (typically less than 20) in-person within the greater Boston to Buffalo geographic territory. You'll also be responsible for owning and coordinating all aspects of the sales cycle within your assigned...

Client Manager

2 months ago


Boston, United States Aon Full time

Posting Description:

Client Manager

Do you have Medical Malpractice experience? Looking to work for a Top Employer? Read on

Aon South Africa is hiring a Client Manger in our Risk Solutions department, based on a hybrid basis, from our Head Office in Sandton.

The role of the Client Manager is to build and improve day to day client relationships, manage portfolios of client accounts and provide technical expertise to less experienced employees.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

Your responsibilities will include:

  • Responsible for leading, developing and improving the day-to-day client relationship
  • Responsible for building a client profile of risks and needs analysis in respect of the portfolio of clients.
  • Responsible for input into the renewal process which includes
  • preparing pre-renewal documents
  • meeting with clients
  • sending renewal notifications
  • sending cancellation letters were applicable.
  • Responsible for structuring insurance programs to meet the needs of portfolio clients.
  • Responsible for producing client documentation (including policy documents and claims statistics), leading or contributing to renewal meetings and leading or contributing to fee negotiations.
  • Responsible for maintaining and improving client satisfaction, retention, revenue and profitability
  • Responsible for compliant dealings with clients
  • Contributes into the development of new business with either existing or new clients
  • Co-ordinates teams of Client Service Advisors (where applicable) to ensure client service standards are met
  • Acts as a support to Strategic Account Manager/ Business Manager on larger, more complex accounts
  • Responsible for credit control
How this opportunity is different

The culture at Aon enables us to bring our best each day and do great work for our clients. The advice and solutions our colleagues provide give our clients the clarity and confidence to make better decisions to protect and grow their business. And when businesses thrive, communities and people flourish.

Skills and experience that will lead to success

Qualifications.

  • A minimum of Grade 12 or equivalent
  • A Bachelors degree is preferable
  • Must be registered as a representative with the FSCA in terms of the FAIS Act
  • Must be registered as an associate with the IISA

Knowledge.

  • Excellent knowledge of policy wordings
  • An extensive knowledge of the South short-term insurance markets
  • An in-depth strategic knowledge of industry and business strategies and company goals
  • Digital literacy with sophisticated know-how in MS Word and Excel.

Skills and Attributes.

  • Skill and confidence to articulate Aons proposition and how it differentiates Aon and benefit clients
  • Advanced analytical, technical and problem-solving skills and abilities
  • Well- Developed communication skills
  • Proficiency in the English language, both written and spoken
  • Good interpersonal and organizational skills
  • Ability to work effectively in and with teams.

Experience.

  • Have a minimum of 5 - 10 years experience in a similar or related role.

How we support our colleagues

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two Global Wellbeing Days each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com

#LI-AO1