Client relationship manager Jobs in El Cajon, CA
Last updated: 1 day ago
WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business &a...Show moreLast updated: 30+ days ago
As a Client Manager youll contribute to the overall client satisfaction team success and technical platform capabilities.
A strong candidate will proactively maintain and grow relationships with exi...Show moreLast updated: 6 days ago
Responsible for new business development and relationship management targeted to middle market companies with sales of 30 million dollars or greater within Southern California.Generate revenue by d...Show moreLast updated: 1 day ago
Our work at NVIDIA is dedicated towards a computing model passionate about visual and AI computing.For two decades, NVIDIA has pioneered visual computing, the art and science of computer graphics, ...Show moreLast updated: 30+ days ago
Our company is a forward-focused business development firm where we put our team members first.We pride ourselves on our inclusive business model, welcoming professionals from all walks of life.Thi...Show moreLast updated: 2 days ago
A company is looking for a Power Sidekick to manage client relationships and drive project success.Key ResponsibilitiesBuild strong client relationships through effective communication and supportM...Show moreLast updated: 10 days ago
Responsible for new business development and relationship management targeted to middle market companies with sales of 30 million dollars or greater within Southern California.Generate revenue by d...Show moreLast updated: 15 days ago
The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients by providing professional advice and demonstrating advoca...Show moreLast updated: 30+ days ago
Veterinary Relationship Manager 3.Candidates must live within the assigned territory or close proximity of the geographic area.
Veterinary Relationship Manager 3 i.This role is responsible for drivi...Show moreLast updated: 30+ days ago
Retail Banking Sales & Service.This is a licensed position requiring the SIE, Series 6, 63, Life and Health.The mission of Premier Services is to help mass affluent clientele make real financial pr...Show moreLast updated: 30+ days ago
JOB SUMMARY This job is responsible for managing a book of business and the business relationship as a strategic consultant for existing accounts directly or through intermediaries.The incumbent is...Show moreLast updated: 30+ days ago
W SUNFLOWER AVE, SUITE 200 - SANTA ANA, CA.At Profit Recovery Partners (PRP), we believe that collaboration and innovation thrive when we're together.
Santa Ana office, allowing for real-time teamwo...Show moreLast updated: 3 days ago
Position Summary : The Commercial Lines Client Service Manager is responsible for assisting producers and clients in maintaining insurance coverage for commercial lines of insurance to include proce...Show moreLast updated: 10 days ago
We will do this together — with customers, partners and colleagues.We will fight for others, not against : We will stand up for and champion everyone’s access to opportunities.The status quo is not ...Show moreLast updated: 30+ days ago
Conduct required number of annual plan reviews, investment reviews and service meetings with clients and brokers.Bring consultative elements to relationships with the goal of enhancing client, advi...Show moreLast updated: 30+ days ago
Title : Client Delivery Manager.Job Type : Full-time with Benefits.For more than 25 years, MSX International has been a dedicated partner to leading automotive brands around the world.We support them...Show moreLast updated: 30+ days ago
Generate new core deposit relationships with the Banks Deposit Management services.Market Banks Cash Management products and services and is therefore expected to demonstrate sufficient knowledge t...Show moreLast updated: 30+ days ago
John Hancock Retirement department, you will be responsible for providing high quality, phone and email-based customer service to our USA clients regarding their 401k Defined Contribution Plan.Resp...Show moreLast updated: 30+ days ago
Responsible for supporting the operational needs of the department by delivering reports and analysis on Service Desk performance.
Oversees and coordinates the onboarding, assignments, and activitie...Show moreLast updated: 30+ days ago
Private Client Relationship Manager
EPIC Insurance Brokers & ConsultantsCalifornia The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients by providing professional advice and demonstrating advoca...Show moreLast updated: 30+ days ago
Relationship Manager Senior
City National BankCA, US$78,970.00–$126,140.00 yearly
Full-time
- Promoted
Client Manager - Retail Analytics
NielsenIQCalifornia, California, USA$76,500.00–$95,000.00 yearly
- Promoted
Senior Relationship Manager - Middle Market (Southern California)
Disability SolutionsCA, United States$232,026.00 yearly
Full-time
Developer Relationship Manager - GSI
NVIDIARemote, CA, USRemote
Full-time
Client Account Manager
JPoles Wireless GroupSan Diego County, CA, USQuick Apply
- Promoted
Client Relationship Manager
VirtualVocationsEl Cajon, California, United StatesFull-time
- Promoted
Senior Relationship Manager - Middle Market (Southern California)
Flagstar BankCA, United States$232,026.00 yearly
Full-time
Private Client Relationship Manager
EPICCA, USFull-time
Veterinary Relationship Manager 3
CovetrusCalifornia$65,100.00–$120,900.00 yearly
Remote
Full-time
Sr Premier Relationship Manager Licensed
BMOSpring Valley, CA, USA$56,000.00–$104,000.00 yearly
Full-time
Client Manager - HNAS
Highmark HealthCA, Working at Home, California$84,000.00 yearly
Full-time
- Promoted
DIRECTOR, CLIENT PROJECT MANAGER
PROFIT RECOVERY PARTNERS LLCCA, United States$123,530.00–$190,000.00 yearly
Full-time
- Promoted
COMMERCIAL INSURANCE CLIENT SERVICE MANAGER
Higginbotham Insurance AgencyCA, United StatesFull-time
Internal Client Relationship Manager-Retirement
Voya FinancialCA, California$60,450.00–$100,760.00 yearly
Remote
Full-time
Senior Client Executive (Relationship Manager) (Northern California)
TransamericaCalifornia$90,000.00–$117,000.00 yearly
Full-time
Client Delivery Manager
MSX InternationalCA, US$100,000.00–$150,000.00 yearly
Deposit Sales Relationship Manager
MRINetworkCalifornia, USPermanent
Client Service Manager
ManulifeRemote, CA$58,875.00–$98,125.00 yearly
Remote
Full-time
Client Success Manager
Alliant Insurance ServicesOrange County, CA, USA$90,000.00 yearly
Private Client Relationship Manager
EPIC Insurance Brokers & ConsultantsCalifornia30+ days ago
Job descriptionHigh School / GED Education required / P&C Insurance License required 5 + years Client Management Experience Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc. Sagitta (ATS) and ImageRight experience is preferred. Possess excellent written, verbal, and organizational skills. Must be able to work within a team environment. Account Executives are expected to avoid E&O situations. Demonstrate a sense of urgency when responding to an inquiry. Must possess the ability to multi-task and prioritize multiple projects. Must possess attention to detail. Must be punctual and reliable. Must be able to keep information confidential. Ranked #17 Top 100 Largest U.S. Broker by Business Insurance Awesome Benefits : 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).
Position Overview :
The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients by providing professional advice and demonstrating advocacy for the client at all times. The Relationship Manager works independently and must be an excellent problem solver. This is a full-time exempt position.
Responsibilities :
- Become a trusted advisor and provide exemplary service in all aspects to our Private Clients.
- Work as a team with other Private Client Relationship Managers and Account Managers, Private Client Associates, Private Client Advisors and EPIC Private Client leadership team.
- Actively participate in thought leadership as EPIC grows and optimizes the private client practice
- Provide mentorship and leadership to Private Client Associates
- Develop cooperative and professional relationships with our carriers.
- Manage renewal activity from start to close.
- Deliver complete and accurate renewal reviews according to agency guidelines.
- Look for sales opportunities by account rounding and selling additional coverage.
- Assume ownership of customer concerns and feedback until completion.
- Remarket accounts according to agency guidelines or at the request of the producer or insured.
- Assist Private Client Advisors in initial discussions with prospective clients and the onboarding of new clients when needed.
- Take on additional responsibilities. Manage projects as directed by EPIC Private Client Leadership.
- Comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standards.
Education and Experience :
Skills and Abilities :
Disclaimer :
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
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