Client Manager

3 weeks ago


Walnut Creek, California, United States Marsh & McLennan Companies, Inc. Full time
Job Description

Job Title: Client Manager

Job Summary: We are seeking a highly skilled Client Manager to join our team at Marsh & McLennan Companies, Inc. The successful candidate will be responsible for handling accounts under $20,000 of income, designing insurance programs, marketing accounts to insurance carriers, and interacting with clients on a daily basis.

Key Responsibilities:

  • Design and implement insurance programs for clients
  • Market accounts to insurance carriers and negotiate renewal terms
  • Act as the initial point of contact for clients, carriers, and other team members
  • Provide day-to-day service to clients, including consulting on insurance programs and advising on changes
  • Oversee the administration of insurance programs, including endorsements, certificates of insurance, invoices, and account receivables
  • Process automatic renewals and maintain client files
  • Support Client Service Executive on renewals and new business
  • Prepare renewal information requests and maintain Sagitta with updated client information

Requirements:

  • Bachelor's degree plus 2-3 years of daily World Class Client service
  • Minimum of 3 years industry experience showing increasing responsibility
  • Valid unrestricted California Fire & Casualty Solicitors license
  • Advanced insurance designations applicable to the above duties
  • Excellent understanding of insurance terminology and the functions of an insurance brokerage agency
  • Proficiency with MS Office Software (Word, Excel, Outlook)

Work Environment: The work environment is typical of an interior/office work environment. Occasional travel to client sites may be required, including overnight stays.

Base Salary Range: $56,400 to $120,500. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education.


  • Client Manager

    3 weeks ago


    Walnut Creek, California, United States Marsh LLC Full time

    Job SummaryThe Client Manager II plays a critical role in anticipating and meeting the needs of clients. This position requires a strong understanding of health and welfare plan benefits, as well as the ability to develop and implement effective strategies to support client goals.Key ResponsibilitiesClient Strategy Development: Participate in initial...


  • Walnut Creek, California, United States City National Bank Full time

    Job SummaryWe are seeking a highly skilled Client Manager to join our team at City National Bank. As a Client Manager, you will be responsible for retaining and growing client relationships through high-touch service and delivering investment analysis, financial planning, and customized credit solutions to individuals and families within a specific...


  • Walnut Creek, California, United States Marsh & McLennan Companies Full time

    Job SummaryMarsh & McLennan Agency is seeking a highly skilled Strategic Client Manager to join our team. As a key member of our client service team, you will be responsible for managing client relationships, developing and implementing strategic plans, and providing expert advice on healthcare solutions.Key ResponsibilitiesDevelop and implement strategic...

  • Tax Manager

    3 weeks ago


    Walnut Creek, California, United States Moss Adams LLP Full time

    Tax Manager Role OverviewMoss Adams LLP is seeking a highly skilled Tax Manager to join our Private Client Services team. As a Tax Manager, you will be responsible for advising clients on corporate, partnership, individual, and trust and estate tax services.Key Responsibilities:Advise clients on tax strategies and ensure compliance with tax laws and...

  • Tax Senior Manager

    3 weeks ago


    Walnut Creek, California, United States Moss Adams LLP Full time

    Job DescriptionJob Title: Senior Tax ManagerJob Summary: We are seeking a highly skilled Senior Tax Manager to join our Tax Services team. As a Senior Tax Manager, you will be responsible for delivering quality tax solutions to public and privately owned middle-market companies, not-for-profit organizations, and high net worth...


  • Walnut Creek, California, United States AccentCare, Inc. Full time

    Job OverviewAccentCare, Inc. is seeking a skilled Client Service Coordinator to join our team. As a key member of our team, you will play a vital role in ensuring the quality coordination of services for our clients and Care Partners.Key Responsibilities:Monitor and support daily activities of services being provided to clients in accordance with state...


  • Walnut Creek, California, United States AccentCare, Inc. Full time

    Job SummaryAccentCare, Inc. is seeking a skilled Client Service Coordinator to join our team. As a key member of our care coordination team, you will play a vital role in ensuring the delivery of high-quality patient care services.Key Responsibilities:Monitor and support daily activities of services being provided to clients, ensuring compliance with state...


  • Walnut Creek, California, United States SkinSpirit Full time

    Client Care CoordinatorCelebrating 20 years of excellence, SkinSpirit is a top destination for aesthetic skincare and body treatments with over 40 locations nationwide. Our highly trained experts are renowned for personalized service, delivering safe, effective, medically-proven treatments and optimal results. SkinSpirit is dedicated to ensuring you find joy...


  • Walnut Creek, California, United States Banfield Full time

    Job SummaryWe are seeking a highly skilled and compassionate Client Service Representative to join our team at Banfield. As a key member of our hospital staff, you will be responsible for delivering exceptional client service and ensuring a positive experience for our clients and their pets.Key ResponsibilitiesProvide professional and efficient service to...

  • Tax Manager

    3 weeks ago


    Walnut Creek, California, United States Forth Recruiting Full time

    About the JobThe Tax Manager role at Forth Recruiting is a dynamic opportunity for a seasoned tax professional to lead our tax team to greater performance. As a key member of our team, you will be responsible for creating and implementing tax plans, working closely with the accounting and leadership teams to identify opportunities for process improvement and...


  • Walnut Creek, California, United States Factory Mutual Insurance Company Full time

    Job SummaryWe are seeking a highly skilled Risk Management Specialist to join our team at Factory Mutual Insurance Company. As a Risk Management Specialist, you will be responsible for providing business risk consulting services to current and potential clients.Key ResponsibilitiesMeet and present to senior client management to develop a sound understanding...


  • Walnut Creek, California, United States Gallagher Full time

    IntroductionGallagher's global brokerage team is seeking a talented Client Service Executive to join our dynamic team. As a key member of our team, you will have the opportunity to indulge your passion for problem-solving and address risk head-on. Our team is united by a relentless pursuit of excellence, and we believe that every candidate brings something...

  • Financial Manager

    3 weeks ago


    Walnut Creek, California, United States Novogradac & Company Full time

    Financial Forecasting Manager RoleThe Financial Forecasting Manager at Novogradac & Company will oversee a variety of assignments, including financial forecasting and mixed-finance transaction structuring. This role requires minimal supervision and emphasizes supervising and mentoring Staff and Senior Accountants, strengthening and developing client...


  • Walnut Creek, California, United States Gallagher Full time

    Introduction:Gallagher's global brokerage team is seeking a talented individual to join their ranks as a Client Service Executive. This role offers the opportunity to indulge your passion for problem-solving and address risk head-on. As part of our team, you'll be responsible for safeguarding businesses and empowering their ambitions. Together, we'll build a...

  • Senior Audit Manager

    3 weeks ago


    Walnut Creek, California, United States MGO Full time

    Job SummaryWe are seeking an experienced Assurance, Audit Manager or Senior Manager to join our team at MGO. As a key member of our public assurance sector, you will have the opportunity to develop advanced technical auditing skills in a variety of industries.Key Responsibilities:Perform and review audits under U.S. Generally Accepted Accounting Principles...


  • Walnut Creek, California, United States KPMG-UnitedStates Full time

    Job Title: Tax Manager or Senior Manager, State Income TaxAt KPMG, we're seeking a highly skilled Tax Manager or Senior Manager to join our State and Local Tax (SALT) practice. As a key member of our team, you'll play a crucial role in helping high-profile clients navigate complex state and local tax issues.Responsibilities:Assist multi-state companies with...


  • Walnut Creek, California, United States FM Global Full time

    At FM Global, we're seeking a talented Field Engineer to join our team. As a Field Engineer, you'll play a critical role in helping our clients mitigate potential risks and protect their assets.As a Field Engineer, you'll be responsible for conducting site assessments, evaluating risks, and providing recommendations to clients. You'll work closely with our...

  • Relationship Manager

    4 weeks ago


    Walnut Creek, California, United States City National Bank Full time

    Job Title: Relationship ManagerCity National Bank is seeking a skilled Relationship Manager to join our team. As a Relationship Manager, you will be responsible for developing and maintaining relationships with commercial clients in the assigned business segment and/or geographic areas.Key Responsibilities:Identify and develop profitable relationships with...


  • Walnut Creek, California, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled Treasury Management Officer III to join our team. As a key member of our Treasury Management Sales organization, you will be responsible for building and maintaining strong relationships with clients, identifying and pursuing new business opportunities, and driving revenue growth.Key...


  • Walnut Creek, California, United States PNC Full time

    Job DescriptionPNC is seeking a skilled Relationship Manager II to join our Healthcare Business Banking organization in Walnut Creek, CA.This role is responsible for coordinating relationship management activities with new and/or existing clients to grow sales, revenue, and market share. The ideal candidate will have a strong understanding of client needs...