Top 290639 Client Services Manager Jobs

Client Manager II - Benefits
Trucordia —San Mateo, CA
- $75,000 - $110,000 a year
- Full-time
- Hybrid work
- Data analysis skills
- Mid-level
- 3 years
- Health savings account
- AD&D insurance
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Client Manager- Commercial Lines
Trucordia —West Covina, CA
- $30 - $50 an hour
- Full-time
- Remote
- Data analysis skills
- 3 years
- Mentoring
- Health savings account
- AD&D insurance
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Sr Customer Success Manager - Veza
ServiceNow —Washington, DC
- $102,300 - $179,000 a year
- Online Application
- Remote
- 7 years
- Residential
- Fair chance
- Employee stock purchase plan
- Health insurance
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Sr Customer Success Manager - Veza
ServiceNow —Silver Spring, MD
- $102,300 - $179,000 a year
- Online Application
- Remote
- 7 years
- Residential
- Fair chance
- Employee stock purchase plan
- Health insurance
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Sr Customer Success Manager - Veza
ServiceNow —California
- $102,300 - $179,000 a year
- Online Application
- Remote
- 7 years
- Residential
- Fair chance
- Employee stock purchase plan
- Health insurance
Quick Apply
Client Success Manager
PatientNow —Remote
- $70,000 - $90,000 a year
- Full-time
- Remote
- Mid-level
- Analysis skills
- Communication skills
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Client Success Manager
Included Health —Remote
- $93,850 - $122,856 a year
- Full-time
- 5 years
- Urgent Care
- Travel
- Paid parental leave
- Disability insurance
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Client Services Manager (Remote)
Businessolver, Inc. —Remote
- $79,000 - $107,000 a year
- Remote
- Mid-level
- 3 years
- Quality control
Client Success Manager
springbig —Remote
- Full-time
- Remote
- Senior level
- Leadership
- Communication skills
- Health insurance
- Dental insurance
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Client Experience Manager
Tixr —Remote
- $75,000 - $85,000 a year
- Weekends as needed
- Hybrid work
- Mid-level
- Analysis skills
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
Customer Success Manager
AspireIQ —Remote
- $90,000 - $110,000 a year
- Full-time
- Organizational skills
- 1 year
- Senior level
- Paid parental leave
- Health insurance
Quick Apply
Digital Client Success Manager
Finalsite —Glastonbury, CT
- $60,000 - $85,000 a year
- Full-time
- Remote
- Mid-level
- 3 years
- Bachelor's degree
Quick Apply
Customer Success Manager
Reveleer —Remote
- $100,000 - $110,000 a year
- Full-time
- Remote
- 5 years
- Research
- Presentation skills
- Health insurance
- Dental insurance
Quick Apply
Client Success Manager
Pillr Health —Remote
- Full-time
- Remote
- Mid-level
- 3 years
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Customer Success Manager
Zeta Global —Remote
- $75,000 - $80,000 a year
- Remote
- Analysis skills
- Travel
- Senior level
- Health insurance
- Dental insurance
Client Success Manager
NetCov —Remote
- $65,000 - $90,000 a year
- Full-time
- Remote
- Mid-level
- Windows
- Analysis skills
Quick Apply
10d
Manager, Client Services
Dynata —Remote
- $70,000 - $86,000 a year
- Full-time
- Remote
- Senior level
- 2 years
- Health insurance
Relationship Manager - Financial Services
Advyzon —Remote
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Communication skills
Quick Apply
Client Success Relationship Manager
Vheda Health, Inc. —Remote
- $120,000 - $150,000 a year
- Remote
- Bachelor of Science
- Bachelor's degree
- Continuous improvement
Head of Client Experience
Project Expedition —Remote
- $80,000 - $90,000 a year
- Full-time
- Remote
- Analysis skills
- Supervising experience
- Senior level
- 401(k)
- Paid time off
13d

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Client Manager II - Benefits

Trucordia -
San Mateo, CA

Quick Apply

Job Details

Full-time
$75,000 - $110,000 a year

Benefits

Health savings account
AD&D insurance
Paid holidays
Health insurance
Dental insurance
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
Life insurance
Pet insurance

Qualifications

Managing customer accounts
Customer relationship building
Sales management systems proficiency
CRM system proficiency
Life & Health Insurance License
Account management experience
Health insurance management

Full Job Description

Company Description

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

Job Description

Duties and Responsibilities:

Serve as the primary day-to-day contact for a designated book of clients, managing their insurance needs with minimal oversight.
Lead the renewal and remarketing process, coordinating with carriers to secure optimal coverage and pricing. Provide consultative guidance to clients on coverage gaps, policy structures, and strategic insurance decisions. Oversee onboarding of new accounts, including collection and analysis of underwriting data.
Troubleshoot complex client issues, working with underwriters and internal teams to resolve problems efficiently. Manage endorsements, claims inquiries, audits, and other service items with high attention to detail.
Utilize agency management system to maintain comprehensive, accurate client records and document all servicing activities.
Mentor or support more junior account team members as needed.
Stay informed on industry trends, product offerings, and regulatory changes impacting clients.
Coordinate and present an annual open enrollment meetings

Qualifications

3–5 years of experience in insurance account management in Life & Health lines.
Proven ability to manage a book of business and build long-term client relationships.
Strong understanding of carrier underwriting guidelines and coverage forms.
Excellent communication, negotiation, and problem-solving skills.
Proficient in Salesforce or comparable agency management systems.
Active insurance license(s) in Life & Health.
Detail-oriented with strong time management skills and the ability to work independently.
Experience in supporting clients in alternative funding (Preferred)
Industry designations: CEBS – Certified Employee Benefit Specialist, GBA – Group Benefits Associate, RHU – Registered Health Underwriter, CBP – Certified Benefits Professional, PHR / SPHR, CSFS – Certified Self-Funding Specialist (Highly Preferred)

Additional Information

Please see our company Benefits:

Medical, Dental, Vision
Life Insurance and AD&D
FSA / HSA
Accident
Critical Illness
Hospital Indemnity
Supplemental Health Insurance
EAP
Pet Insurance
11 Paid Holidays
Flexible PTO
401K

Trucordia Insurance Services, LLC and its affiliates (collectively, the “Company”) is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.

Quick Apply

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