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Client manager • oakland ca

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Client Manager

Client Manager

EPIC Insurance Brokers & ConsultantsSan Francisco, CA, United States
[job_card.full_time]
Client Manager role at EPIC Insurance Brokers & Consultants.Location requires periodic travel to California locations (Concord, Fresno, Los Angeles, Newport Beach, Ontario, Pasadena, Rancho Cordova...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Client Solution Manager

Client Solution Manager

Cypress HCMSan Francisco, CA, US
[job_card.full_time]
The Client Solutions Manager will leverage their knowledge of online media, communication and relationship building skills, and analytical abilities to provide campaign intelligence and campaign st...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Solutions Manager

Client Solutions Manager

San Francisco StaffingSan Francisco, CA, US
[job_card.full_time]
The Client Solutions Manager for Meta's Global Business Group is a strategic and enthusiastic solution-driver who puts our customers at the core of everything we do. This is an outstanding opportuni...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Success Manager

Client Success Manager

TradeJobsWorkForce94134 San Francisco, CA, US
[job_card.full_time]
Client Success Manager Job Duties : Train CS team in the coaching / management process for clients in regards to ...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Services Manager

Client Services Manager

Regional Center of the East BaySan Leandro, CA, US
[job_card.full_time]
Reports To : Associate Director of Client Services.The Regional Center of the East Bay (RCEB) is one of 21 Regional Centers that are community-based, private non-profit corporations under contract w...[show_more][last_updated.last_updated_variable_days]
Field Client Manager

Field Client Manager

LexisNexisSan Francisco, CA, United States
[job_card.part_time]
The Client Manager is responsible for retaining business revenue through the sale of LexisNexis specialty products, services and content within assigned accounts or territory.Meet or exceed monthly...[show_more][last_updated.last_updated_variable_days]
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Client Partnerships Manager

Client Partnerships Manager

HiveSan Francisco, CA, US
[job_card.full_time]
Hive is the leading provider of cloud-based AI solutions to understand, search, and generate content, and is trusted by hundreds of the world's largest and most innovative organizations.The company...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Service Manager

Client Service Manager

Institute on AgingSan Francisco, California, USA
[job_card.full_time]
IOA is on the forefront of revolutionary healthcare models reshaping the way people can age in place.Our innovative models transform lives enhance communities and save healthcare systems millions o...[show_more][last_updated.last_updated_variable_days]
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Client Manager

Client Manager

EPIC BrokersSan Leandro, CA, US
[job_card.full_time]
Location : This role requires periodic travel to one of our California locations : Concord, Fresno, Los Angeles, Newport Beach, Ontario, Pasadena, Rancho Cordova, San Francisco, San Leandro or San Ma...[show_more][last_updated.last_updated_variable_days]
Field Client Manager

Field Client Manager

LexisNexis Risk SolutionsSan Francisco, CA, United States
[job_card.full_time] +1
Field Client Manager page is loaded## Field Client Managerlocations : San Francisco, CAtime type : Full timeposted on : Posted Yesterdaytime left to apply : End Date : December 12, 2025 (16 days left to...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Client Solutions Manager

Client Solutions Manager

Meta PlatformsSan Francisco, CA, US
[job_card.full_time]
The Client Solutions Manager for Meta's Global Business Group is a strategic solution-driver who puts our customers at the core of everything we do. In this role, you will lead key client relationsh...[show_more][last_updated.last_updated_30]
Field Client Manager

Field Client Manager

RELXSan Francisco, CA, United States
[job_card.full_time]
The Client Manager is responsible for retaining business revenue through the sale of LexisNexis specialty products, services and content within assigned accounts or territory.Meet or exceed monthly...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
JPMorgan Private Client - Client Experience Specialist Manager

JPMorgan Private Client - Client Experience Specialist Manager

JPMorgan ChaseSan Francisco, CA, US
[job_card.full_time]
Are you ready to lead a team towards redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Manager and take charge of a group of Specialists dedicated to deli...[show_more][last_updated.last_updated_variable_days]
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Manager, Client Accounting

Manager, Client Accounting

Cornerstone ResearchSan Francisco, CA, United States
[job_card.full_time]
HYBRID - Boston, San Francisco or Washington, DC).If you are an experienced client accounting professional looking for an opportunity to showcase / display your timekeeper and billing management skil...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Client Portfolio Manager

Client Portfolio Manager

Dodge & CoxSan Francisco, CA, US
[job_card.full_time]
The Client Portfolio Manager (CPM) is a key role connecting our clients and intermediary partners to our firm's culture, values, investment process, and results. The CPM is a member of the Client Te...[show_more][last_updated.last_updated_30]
  • [promoted]
Regional Client Manager

Regional Client Manager

SPS-North AmericaSan Francisco, California, USA
[job_card.full_time]
Come explore the Power of Possibility with a career at SPS! We have a fantastic opportunity for an experienced Regional Client Manager to come join our team in California!.Regional Client Manager ...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Client Services Manager

Client Services Manager

FragomenSan Francisco, CA, US
[job_card.full_time]
Fragomen's Client Services Manager role gives you the opportunity to work with a smart, motivated, and diverse peer group. Our exclusive focus on immigration means you will work in an exciting, ever...[show_more][last_updated.last_updated_30]
Client Manager

Client Manager

VirtualVocationsOakland, California, United States
[job_card.full_time]
A company is looking for a Client Manager to oversee client relationships and ensure high-quality care for older adults.Key Responsibilities Guide clients and families through the care journey an...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Implementation Manager

Client Implementation Manager

PG ForstaEmeryville, CA, United States
[job_card.full_time]
PG Forsta is the leading experience measurement, data analytics, and insights provider for complex industries-a status we earned over decades of deep partnership with clients to help them understan...[show_more][last_updated.last_updated_1_day]
Client Manager

Client Manager

EPIC Insurance Brokers & ConsultantsSan Francisco, CA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Overview

Client Manager role at EPIC Insurance Brokers & Consultants. Location requires periodic travel to California locations (Concord, Fresno, Los Angeles, Newport Beach, Ontario, Pasadena, Rancho Cordova, San Francisco, San Leandro or San Mateo).

Responsibilities

  • Processes (during non-renewal periods) applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients.
  • Assists clients with policy coverage, exclusions and related questions and assists Producers in servicing clients.
  • Services client accounts with oversight of Producers or Account Executives, including research / analysis and handling of client questions on coverage and other policy / contractual issues; makes routine policy adjustments.
  • Conducts renewal process with oversight of Producers or Account Executives, including exposure analysis for the client (e.g., census / experience data, contractual requirements), strategizes with the Producer / Account Executive and client regarding whether to market and, if applicable, conducts market comparisons by analyzing insurance rate and renewal information; obtains and evaluates quotes, negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf), prepares proposals, and oversees accuracy of insurance binder.
  • Provides support to Producers and, if applicable, Account Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of the team.
  • Maintains client files in appropriate systems; prepares billing and provides standard office / administrative support.

Service

  • Establishes and maintains high levels of trust with clients through periodic introductions, timely responses, and resolution of client questions and issues.
  • Processes applications, policies, endorsements, mail, binders, schedules, certificates, audits, and other items related to servicing clients policies in a timely and accurate manner.
  • Educates clients about policy coverage, changes, exclusions, and insurance coverage needs; assists clients in making coverage changes.
  • Responsible for timely, accurate invoicing and monthly expirations.
  • Meets all quality and timeliness standards in the Agency Management System while properly documenting all activity.
  • Other duties may be assigned.

    • Marketing

  • Determine strategy with the Sales Team, including coverage determination, target pricing, and marketing determinations.
  • Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies.
  • Negotiate premiums and commissions with underwriters and wholesalers in a professional manner.
  • Prepare proposals and provide other technical support in the sales process as needed.
  • Refer current and prospective clients to EPICs Employee Benefits and Private Client Departments for relevant lines of business.
  • Other duties may be assigned.

    • Personal & Organizational Development

  • Set priorities and manage workflow to ensure efficient, timely, and accurate processing of responsibilities.
  • Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts.
  • Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records.
  • Communicate effectively, cooperate purposefully, and provide guidance to achieve business goals.
  • Stay informed on industry information, new product / program developments, coverages, and technology to improve knowledge and performance.
  • Work effectively in a fast-paced environment and juggle multiple tasks and demands.
  • Ensure expert knowledge is maintained.
  • Other duties may be assigned.

    • Key Competencies

  • Full knowledge of Property & Casualty lines of coverage and services.
  • Ability to analyze situations logically and draw solid conclusions.
  • Experience with Agency Management Systems, rating procedures, coverages, and industry operations to manage, maintain, and write assigned clients and prospects.
  • Advanced knowledge of Microsoft Office (Windows, Outlook, Word, Excel).
  • Strong attention to detail and time management.
  • Ability to multi-task and assign priority; works well with or without supervision.
  • Strong interpersonal communication skills (written and oral).

    • Education & Experience

  • High school diploma or GED required; college degree preferred.
  • Two or more years of experience in a mid-size brokerage or carrier.
  • Working knowledge of Microsoft Office applications (word processing, spreadsheets, database, presentations).
  • Ability to work in a fast-paced environment with multiple tasks and demands.
  • Strong interpersonal skills to handle sensitive and confidential situations; teamwork, poise, tact, and diplomacy.

    • Certificates, Licenses, Registrations

  • California Fire and Casualty Broker License
  • Valid Driver License

    • Physical Demands

    The physical demands described are representative of those required to perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee is regularly required to stand, walk, sit, use hands, reach, and talk or hear. Specific vision abilities include close vision, color vision, and ability to adjust focus. Travel to clients may be required.

    Work Environment

    The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level is usually moderate with no or very limited exposure to physical risk.

    Compensation & Benefits

    The role's compensation is benchmarked; the national average salary range is provided for reference. Base pay is determined based on experience, skills, training, certifications, education, internal equity, and market data. Benefits include various paid time off options, parental leave, 401(k) matching, health insurance, and other programs described by EPIC.

    Why EPIC

    EPIC has over 60 offices and 3,000 employees nationwide and is growing. We offer generous benefits and development opportunities. For more information, visit our Careers Page : https : / / www.epicbrokers.com / about / epic-careers / .

    EPIC embraces diversity in all its forms and is committed to fostering a work community where every colleague feels welcomed, valued, respected, and heard. California applicants can view privacy rights at : https : / / www.epicbrokers.com / wp-content / uploads / 2025 / 01 / epic-ca-employee-privacy-notice.pdf.

    Seniority level

  • Entry level

    • Employment type

  • Contract

    • Job function

  • Sales and Business Development
  • Industries : Insurance

    • Referrals increase your chances of interviewing at EPIC Insurance Brokers & Consultants by 2x.

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