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Client relationship manager Jobs in Portland, OR

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Client relationship manager • portland or

Last updated: 3 days ago

Private Client Relationship Manager

Risk StrategiesPortland, OR, United States
Full-time

Private Client Relationship Manager.The Private Client Relationship Manager will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic advisor for cov... Show more

Sr Relationship Manager

Columbia BankVancouver, WA, United States
$133,000.00 yearly
Full-time

Middle Market Banking Relationship Manager.Serves as the key banking relationship manager for assigned middle market client relationships.Accountable for prospecting new business and working with C... Show more

Client Relationship Consultant 3 (Banker) - Beaverton, OR

U.S. BankBeaverton, OR, United States
$25.49 hourly
Full-time

Client Relationship Consultant.Location: 4505 SW Hall Blvd, Beaverton, OR 97005.Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-... Show more

Commercial Relationship Manager II

Banner BankPortland, OR, United States
$111,952.00 yearly
Full-time

Commercial Relationship Manager II.More than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals.These core va... Show more

Senior Manager - Relationship Management

MercuryPortland, OR, United States
Full-time

Senior Manager - Relationship Management.Every great company eventually faces the same question: how do you turn your best customers into the engine that fuels growth? The companies that get this r... Show more

Deposit Sales Relationship Manager

MRINetworkPortland, OR, United States
Full-time

Deposit Sales/Relationship Manager.Immediate opening for Deposit Sales/Relationship Manager with a very successful regional financial institution.Focus is to generate core deposits and establish de... Show more

Client Experience Manager

Traveling with MchailaPortland, Oregon, United States
Remote
Part-time
Quick Apply

This fully remote role combines client service, operations coordination, and process management.Its ideal for a self-motivated professional who enjoys managing moving parts, supporting clients, and... Show more

Commercial Relationship Manager I-III

Oregon Pacific BankPortland, OR, United States
Temporary

Primarily responsible for the ongoing development of new business relationships for the bank through networking and community centered activities.Develop and maintain relationships with business pr... Show more

VP- Client Relationship Manager Commercial Franchise Practice

Oliver Wyman, LLCPortland, OR, United States
$120,500.00 yearly
Full-time

Client Relationship Manager Quick Service Restaurant Practice.Join a high-growth team at Marsh where innovation, relationship-building, and strategic thinking come together to shape the future of ... Show more

VP- Client Relationship Manager Commercial Franchise Practice

Mercer FrancePortland, OR, United States
Full-time

VP- Client Relationship Manager Commercial Franchise Practice.Join a high-growth team at Marsh where innovation, relationship-building, and strategic thinking come together to shape the future of ... Show more

Senior Client Manager

SGS & CoPortland, OR, United States
$85,000.00 yearly
Full-time

Marks, part of the Propelis Group, Marks is a consumer experience agency creating engaging moments across the entire brand spectrumfrom brand design and packaging, to content and consumer connectio... Show more

Client Experience Manager

Traveling with MichailaPortland, OR, United States
Full-time

Were seeking a results-driven Client Experience Manager to oversee client communications, manage service workflows, and ensure a seamless, high-quality experience from onboarding through completion... Show more

Pharmacy Relationship Manager

America's Pharmacy Group, LLCPortland, OR, United States
Full-time

Whether you are working in a Pharmacy looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, Healthcare Marketing Group, LLC is a great... Show more

Relationship Manager - Vancouver, WA

Fidelity InvestmentsPortland, OR, United States
$48,000.00 yearly
Full-time

As a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable clients.Through your honesty and integrity, you will inspire client dedication and engagement in orde... Show more

Relationship Manager (Loan Originator)

Redwood Trust, Inc.Portland, OR, United States
$150,000.00 yearly
Full-time

CoreVest Finance is the leading provider of debt financing for residential real estate investors.We provide credit lines for acquisitions as well as long term debt for rental properties.The Relatio... Show more

VP- Client Relationship Manager Commercial Franchise Practice

Marsh & McLennanPortland, OR, United States
$120,500.00 yearly
Full-time

Client Relationship Manager Quick Service Restaurant Practice.Join a high-growth team at Marsh where innovation, relationship-building, and strategic thinking come together to shape the future of ... Show more

Relationship Banking Manager

Summit BankPortland, OR, United States
Full-time

At Summit Bank, we help our clients and communities succeed and grow.We also want to provide a great workplace for our colleagues, and produce consistent, exceptional long-term results.Founded in 2... Show more

Client Relationship Consultant 3 (Banker) - Beaverton, OR

U.S. BancorpBeaverton, OR, United States
$25.49 hourly
Full-time

Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s... Show more

Senior Client Manager

Marks, an sgsco companyPortland, OR, United States
$85,000.00 yearly
Full-time

Marks, part of the Propelis Group, Marks is a consumer experience agency creating engaging moments across the entire brand spectrumfrom brand design and packaging, to content and consumer connectio... Show more

People also ask
Private Client Relationship Manager

Private Client Relationship Manager

Risk StrategiesPortland, OR, United States
30+ days ago
Job type
  • Full-time
Job description

Private Client Relationship Manager

The Private Client Relationship Manager will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic advisor for coverage related inquiries and analysis, driving renewal efforts, and partnering with Producers on prospective marketing initiatives. The ideal candidate will be an interpersonal and proactive problem solver with demonstrated success in servicing a book of Private Client accounts.

*PLEASE NOTE: This is a hybrid position that will require 3 days/week in our Portland office*

Your Impact:

  • Develop and maintain strong, long-term relationships with high-net-worth individuals and families.
  • Conduct in-depth needs assessments to understand clients' unique risks and insurance requirements, including all personal lines.
  • Proactively identify opportunities to cross-sell and up-sell additional insurance products and services to existing clients.
  • Serve as the primary point of contact for clients, addressing inquiries, resolving issues, and facilitating claims processes efficiently and discreetly.
  • Educate clients on evolving insurance markets, risk management strategies, and policy changes.
  • Participate in client meetings, industry events, and networking opportunities to expand the client base and represent RSC Insurance Brokerage, Inc.
  • Maintain accurate and up-to-date client records and policy information within the company's CRM system.
  • Collaborate with underwriters, claims specialists, and other internal departments to ensure seamless client service.
  • Stay informed about industry trends, competitive landscape, and regulatory changes affecting the private client insurance market.

Successful Candidates Will Have:

  • Minimum of 5-7 years of experience in personal lines insurance, with a significant focus in Private Client Service.
  • Active OR Property & Casualty (P&C) license required.
  • College degree preferred.
  • Proven track record of building and maintaining strong client relationships and achieving sales targets.
  • Deep understanding of complex personal lines insurance products and services, including specialty coverages for affluent individuals.
  • Excellent communication, negotiation, and presentation skills.
  • Strong analytical and problem-solving abilities.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • Proficiency in Microsoft Office Suite, AMS360 or Epic, and CRM software preferred.
  • High level of professionalism, discretion, and ethical conduct.

Brown & Brown, Inc. (NYSE: BRO) is a leading insurance brokerage firm delivering comprehensive and customized insurance solutions and specialization since 1939. With a global presence spanning 700+ locations and a team of approximately 23,000 professionals, we are dedicated to delivering scalable, innovative strategies for our customers at every step of their growth journey.

Brown & Brown, Inc. and our team of companies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics.