Current jobs related to Senior Client Relationship Manager - Los Angeles, California - EPIC Brokers
-
Senior Client Relationship Manager
4 days ago
Los Angeles, California, United States International Search Consultants Full timeAt International Search Consultants, we are seeking a highly motivated and detail-oriented Senior Client Relationship Manager to join our team. This individual will be responsible for managing client relationships, coordinating quarterly meetings, and providing exceptional customer service.Key Responsibilities:Coordinate client meetings and prepare...
-
Senior Client Relationship Manager
1 week ago
Los Angeles, California, United States Infosys Limited Digital Full timeAbout the Role:Infosys Limited Digital is seeking a highly skilled Senior Client Relationship Manager to lead our Financial Services business development efforts. As a key member of our team, you will be responsible for managing client relationships, building a portfolio of up to $30-40M, and owning the opportunity management cycle from prospect to close.Key...
-
Senior Relationship Manager
2 weeks ago
Los Angeles, California, United States MidFirst Bank Full timeJob Title: Senior Relationship ManagerMidFirst Bank is seeking a highly skilled and experienced Senior Relationship Manager to join our team in the greater Los Angeles market.Job Summary:The Senior Relationship Manager will be responsible for developing and managing business client relationships, acquiring new clients, and building strong relationships...
-
Senior Relationship Manager
4 weeks ago
Los Angeles, California, United States Bank of America Full timeJob Title: Senior Relationship ManagerWe are seeking a highly skilled and experienced Senior Relationship Manager to join our team at Bank of America. As a Senior Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, providing them with expert advice and guidance on their financial needs.Key...
-
Senior Relationship Manager
4 weeks ago
Los Angeles, California, United States City National Bank Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Relationship Manager to join our team at City National Bank. As a Senior Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and providing exceptional customer service.Key...
-
Senior Relationship Manager
4 weeks ago
Los Angeles, California, United States Deutsche Bank Full timeJob Title: Senior Relationship Manager Job Summary: Deutsche Bank's Wealth Management business is one of the largest wealth managers worldwide, offering a broad range of traditional and alternative investment solutions. As a Senior Relationship Manager, you will be a primary point of contact for clients to access the entire suite of wealth management...
-
Senior Relationship Manager
4 weeks ago
Los Angeles, California, United States Bank of America Full timeJob Title: Senior Relationship Manager Job Summary: We are seeking a highly skilled Senior Relationship Manager to join our team at Bank of America. As a key member of our Commercial Banking group, you will be responsible for providing expert financial solutions to our complex Global Commercial Banking clients and prospects. Key Responsibilities: *...
-
Senior Relationship Manager
1 month ago
Los Angeles, California, United States Bank of America Full timeJob Title: Senior Relationship ManagerAt Bank of America, we are committed to helping our clients achieve their financial goals through our expertise in global commercial banking. As a Senior Relationship Manager, you will play a critical role in building and maintaining strong relationships with our clients, providing them with tailored financial solutions...
-
Senior Relationship Manager
7 days ago
Los Angeles, California, United States City National Bank Full timeJob Title: Senior Relationship ManagerAt City National Bank, we are seeking a highly skilled Senior Relationship Manager to join our team. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and providing exceptional customer service.Key...
-
Client Relationship Manager
4 weeks ago
Los Angeles, California, United States Bessemer Trust Full timeJob SummaryBessemer Trust is seeking a highly skilled Client Advisor to join our team of professionals responsible for servicing and maintaining relationships with ultra-high net worth clients. This individual will be responsible for developing and maintaining client relationships through proactive communication and the coordinated delivery of services to...
-
Senior Relationship Manager
2 weeks ago
Los Angeles, California, United States City National Bank Full timeJob Title: Senior Relationship ManagerAt City National Bank, we are seeking a highly skilled Senior Relationship Manager to join our team. As a Senior Relationship Manager, you will be responsible for developing and managing relationships with cross-border commercial clients in the United States.Key Responsibilities:Develop and execute relationship plans to...
-
Senior Relationship Manager
2 weeks ago
Los Angeles, California, United States City National Bank Full timeJob SummaryWe are seeking a highly skilled Senior Relationship Manager to join our team at City National Bank. As a key member of our commercial banking team, you will be responsible for developing and managing relationships with cross-border commercial clients in the United States.Key ResponsibilitiesDevelop and manage relationships with cross-border...
-
Senior Relationship Manager
4 weeks ago
Los Angeles, California, United States Citigroup Inc Full timeJob SummaryThe Senior Relationship Manager is a key professional responsible for building and maintaining strong relationships with mid-corporate clients. This role requires a deep understanding of the client's business needs and the ability to provide tailored solutions to drive business growth.Key ResponsibilitiesDevelop and execute strategic plans to...
-
Senior Relationship Manager
2 weeks ago
Los Angeles, California, United States City National Bank Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Relationship Manager to join our team at City National Bank. As a key member of our commercial banking team, you will be responsible for developing and managing relationships with cross-border commercial clients in the United States.Key ResponsibilitiesDevelop and execute relationship plans to...
-
Senior Relationship Manager
7 days ago
Los Angeles, California, United States Bank of America Full timeJob SummaryWe are seeking a highly skilled Senior Relationship Manager to join our team at Bank of America. As a key member of our Commercial Banking group, you will be responsible for providing expert financial solutions to our complex Global Commercial Banking clients and prospects.Key ResponsibilitiesManage an extensive portfolio of clients and prospects...
-
Senior Relationship Manager
4 weeks ago
Los Angeles, California, United States 1000heads Full timeAbout the RoleWe are seeking a highly skilled Senior Relationship Manager to join our team at 1000heads. As a key member of our social transformation company, you will be responsible for building and maintaining strong relationships with influencers and clients across various brands.Key ResponsibilitiesDevelop and execute influencer marketing strategies to...
-
Client Relationship Manager
3 days ago
Los Angeles, California, United States Maxwon LLC Full timeJob Title: Client Relationship ManagerAt Maxwon LLC, we are seeking a skilled Client Relationship Manager to oversee client interactions and ensure long-term satisfaction.Key Responsibilities:Establish and build new client relationships using provided client contacts.Oversee client interactions and ensure long-term satisfaction.Address and resolve client...
-
Senior Corporate Relationship Manager
2 months ago
Los Angeles, California, United States Citigroup Inc Full timeAbout the RoleThe Senior Corporate Relationship Manager is a key professional who plays a critical role in building and maintaining strong relationships with clients. This individual will be responsible for identifying and pursuing new business opportunities, as well as developing and implementing strategies to deepen existing relationships.Key...
-
Senior Relationship Manager, Influencer
2 weeks ago
Los Angeles, California, United States 1000heads Full timeJob Title: Senior Relationship Manager, InfluencerWe are seeking a highly skilled Senior Relationship Manager to join our team at 1000heads. As a key member of our Relationships Team, you will be responsible for managing influencer relationships across various brands.Key Responsibilities:Build and maintain strong relationships with influencers and...
-
Senior Premier Relationship Manager
2 weeks ago
Los Angeles, California, United States BMO Financial Group Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team at BMO Financial Group. As a key member of our organization, you will be responsible for building and managing a portfolio of mass affluent clients across multiple branch locations.Key ResponsibilitiesClient Relationship Management: Proactively...
Senior Client Relationship Manager
2 months ago
To excel in this position, the individual must effectively manage a variety of essential responsibilities. The qualifications outlined below represent the knowledge, skills, and abilities required for success. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
This role is approved for remote work, with a preference for candidates in the Pacific time zone.
PRIMARY RESPONSIBILITIES:
- Act as the primary expert and first point of contact for clients, addressing a wide range of inquiries related to coverage, eligibility, contractual matters, and compliance with government reporting. Prepare endorsements as requested by clients and provide ongoing resource, trend, and legal updates. Routine inquiries will be delegated.
- For both new and renewal business, evaluate pertinent client data (such as census and experience data, and contractual insurance requirements), conduct market comparisons by analyzing insurance rates and renewal information, and obtain quotes. Collaborate with clients, typically senior executives and managers, to strategize and make informed recommendations regarding coverage and exclusions. Work alongside Producers to negotiate premiums and commission rates to secure the best options for clients.
- Support marketing and new business development initiatives for producers, which includes preparing presentations and proposals, and participating in meetings with potential clients as part of a team. Conduct marketing efforts for the employee's portfolio of business.
- Delegate administrative tasks to appropriate staff and oversee their completion.
• Assist the marketing team with the input and maintenance of the Agency Management System.
• Gather missing information from the Producer/Account Manager Team, including loss information requests, and follow up with relevant parties.
• Utilize advanced knowledge of carrier websites for application detail input.
• Analyze policies, coverages, and client operations to prepare insurance renewal options and advise on the best alternatives.
• Negotiate with carriers on behalf of clients to secure optimal premiums, commissions, and coverage.
• Prepare presentations for clients.
• Collaborate with other teams and provide assistance as needed.
• Work independently and efficiently to resolve issues or enhance service promptly.
• Demonstrate the ability to thrive in a fast-paced environment while managing multiple competing tasks and demands.
• Ensure that expert knowledge is consistently maintained.
MARKETING:
• Prepare applications for presentation to carriers, including coverage analysis.
• Negotiate with carriers to achieve the best available premiums, commissions, and coverage.
• Conduct sales presentations as required.
PERSONAL AND ORGANIZATIONAL DEVELOPMENT:
• Prioritize and manage personal workflow to ensure all objectives are met.
• Foster cordial and effective relationships with clients, colleagues, carriers, vendors, and other business contacts.
• Maintain up-to-date proposals, workflow logs, and documentation in the agency management system.
• Engage effectively with others using strong communication skills, cooperating purposefully, and providing information and guidance as necessary to achieve the company's business goals.
• Stay informed about industry trends, new product developments, coverages, legislation, and technology to continuously enhance knowledge and performance.
• Actively participate in community organizations.
• Present a professional image in both actions and appearance.
SUPERVISORY RESPONSIBILITIES:
• May supervise Assistant Account Managers and/or Administrative Assistants.
KEY COMPETENCIES:
• Comprehensive knowledge of Property Casualty lines of coverage and services.
• Ability to recognize problems and respond appropriately.
• Capable of analyzing situations logically to draw sound conclusions.
• Advanced experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage and maintain assigned clients and prospects.
• Proficient in navigating the Internet and various Microsoft Office applications, including Windows, Outlook, Word, and Excel.
• Strong attention to detail and time management skills.
• Ability to multitask and prioritize effectively.
• Capable of working independently and as part of a team.
• Excellent interpersonal communication skills, both written and verbal.
• Ability to manage Account Management staff and workflow.
EDUCATION AND EXPERIENCE:
• High school diploma or G.E.D. equivalent required; a college degree or equivalent experience is preferred.
• 5-10 years of experience in a mid-size brokerage is required.
• Proficient in various Microsoft Office applications, including word processing, spreadsheets, databases, and presentation software.
• Ability to thrive in a fast-paced environment while managing multiple competing tasks and demands.
• High level of interpersonal skills to handle sensitive and confidential situations, requiring teamwork, poise, tact, and diplomacy.
CERTIFICATES, LICENSES, REGISTRATIONS:
• California Property and Casualty License is required.
• A valid Driver License is required.
EPIC Brokers is committed to diversity in all its forms, including diversity of thought, background, race, religion, gender, skills, and experience. We strive to create a work environment where every colleague feels welcomed, valued, respected, and heard. We believe that diversity drives innovation and that fostering an inclusive environment enables us to deliver the best outcomes for our clients.
