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Client success manager • huntington beach ca

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Client Manager

Client Manager

EPIC Insurance Brokers & ConsultantsNewport Beach, CA, United States
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Talent Acquisition Partner at Epic Insurance Brokers & Consultants.This role requires periodic travel to one of our California locations : Concord, Fresno, Los Angeles, Newport Beach, Ontario, Pasad...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Solutions Manager

Client Solutions Manager

United CollectiveHuntington Beach, CA, US
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Gallegos United is seeking an outgoing, strategic and creative Client Solutions Manager at our agency.You will play a crucial role in managing and nurturing client relationships.You will serve as t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
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Client Success Manager

Client Success Manager

TradeJobsWorkForce92735 Santa Ana, CA, US
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Client Success Manager Job Duties : Train CS team in the coaching / management process for clients in regards to ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Customer Success Manager, SLG

Customer Success Manager, SLG

ChainalysisCalifornia
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Blockchain technology is powering a growing wave of innovation.Businesses and governments around the world are using blockchains to make banking more efficient, connect with their customers, and in...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Manager - Newport Beach, CA

Client Manager - Newport Beach, CA

Guardian Life InsuranceNewport Coast, CA, US
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Do you have a passion for doing the right thing for customers and making their experience the best they could possibly imagine? Are you a team player who is adept at collaborating across internal t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Retention Specialist (Client Success Department)

Retention Specialist (Client Success Department)

FreshTaxSanta Ana, California, United States
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Our mission is to give individuals and families a.We’re a high-energy, growing company that’s redefining what it means to work in tax relief. If you’re passionate about helping others, love fast-pac...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Service Manager

Client Service Manager

Hub InternationalNewport Beach, CA
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In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected.As one of the world's largest insurance brokers, our focus provides our customers with the p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Manager Newport Beach, CA

Client Manager Newport Beach, CA

Guardian Life Insurance CompanyNewport Beach, California, USA
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Do you have a passion for doing the right thing for customers and making their experience the best they could possibly imagine Are you a team player who is adept at collaborating across internal te...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Success Manager

Client Success Manager

VirtualVocationsCosta Mesa, California, United States
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A company is looking for an Amazon Account Director to manage client relationships and ensure satisfaction while identifying growth opportunities. Key Responsibilities Lead client on-boarding and ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Partner Success Manager

Partner Success Manager

Frog StreetOrange County, CA, United States
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Partner Success Manager — Frog Street.At Frog Street, we believe every child deserves to grow up in a joyful and kinder world. We empower early childhood educators with confidence, tools, and resour...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Manager, Client Service

Manager, Client Service

Mercer AdvisorsNewport Beach, California, USA
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For 40 years Mercer Advisors has worked with families to help them amplify and simplify their financial lives.How By integrating financial planning investment management tax estate insurance and mo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Manager, Customer Success

Manager, Customer Success

IDGEast Coast, Remote , US
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The Manager of Customer Success is a key competitive differentiator for IDC’s solutions and requires a dynamic, self-starter who is highly customer centric. In this position, you will be a player co...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Manager

Client Manager

EPIC BrokersNewport Beach, CA, United States
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MacArthur Court, Suite 750, Newport Beach, CA 92660.This role requires periodic travel to one of our California locations : Concord, Fresno, Los Angeles, Newport Beach, Ontario, Pasadena, Rancho Cor...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Merrill Market Client Relationship Manager

Merrill Market Client Relationship Manager

Bank of AmericaNewport Coast, CA, US
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Market Client Relationship Manager.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutio...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Customer Success Manager

Customer Success Manager

TrimbleWestminster, California, USA
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Your Title : Customer Success Manager Enterprise Asset Management(EAM).Job Location : Westminster CO; Portland OR.OurDepartment : Local Government Owner & Public Sector. We are looking for a Customer Su...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Tax Manager, Private Client Services

Tax Manager, Private Client Services

BDO USACosta Mesa, CA, US
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Private Client Services Tax Manager.Private Client Services at BDO is a boutique practice within our firm.Offering a high touch approach, we have extensive experience serving high net-worth individ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Remote Customer Success Manager – Tadaweb

Remote Customer Success Manager – Tadaweb

JobspaddyCalifornia
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Tadaweb is a scale-up technology company providing an open-source information platform that magnifies the impact of investigative, analytical and operations teams. Over the past 11 years, Tadaweb ha...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Manager

Client Manager

EPIC Insurance Brokers & ConsultantsNewport Beach, CA, United States
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Sr. Talent Acquisition Partner at Epic Insurance Brokers & Consultants

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 Mateo.

Summary

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Essential Duties And 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, which includes 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 client (e.g., reviews census / experience data, contractual requirements for insurance), strategizes with 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 proposal, 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 team.
  • Maintains client files in appropriate systems; prepares billing and provides standard office / administrative support.

Service

  • Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues.
  • Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner.
  • Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes.
  • Responsible for timely, accurate invoicing and monthly expirations.
  • Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity.
  • Other duties may be assigned.

    • Marketing

  • In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination.
  • Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies.
  • Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers.
  • Prepare proposals and provide other technical support in the sales process as needed.
  • Work with the Sales Team to refer current and prospective clients to EPICs Employee benefits, and Private Client Departments for solicitation for those lines of business.
  • Other duties may be assigned.

    • Personal and Organizational Development

  • Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all 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.
  • Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company.
  • Stay informed regard industry information, new product / program developments, coverages, legislation, technology to continuously improve knowledge and performance.
  • Other duties may be assigned.
  • Work effectively to resolve problems or enhance service in a timely manner.
  • Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
  • Ensure expert knowledge is maintained.

    • KEY COMPETENCIES

  • Full knowledge of Property Casualty lines of coverage and services.
  • Recognize problems and respond appropriately.
  • Able to analyze situations logically in order to draw solid conclusions.
  • Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
  • Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel.
  • Strong attention to detail and time management abilities.
  • Strong ability to multi-task and assign priority.
  • Ability to work effectively and efficiently both with and without direct supervision.
  • Ability to work effectively and efficiently in a team environment as well as independently.
  • Strong interpersonal communication skills, both written and oral.

    • EDUCATION And / or EXPERIENCE

  • High school diploma or G.E.D. equivalent required.
  • College degree preferred.
  • Two or more years of experience in mid-size brokerage or carrier.
  • Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.
  • Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
  • Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.

    • CERTIFICATES, LICENSES, REGISTRATIONS

  • California Fire and Casualty Broker License
  • Valid Driver License

    • PHYSICAL DEMANDS

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.

    WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS

    The work environment characteristics described here 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 in the work environment is usually moderate. There is no or very limited exposure to physical risk.

    Compensation

    The national average salary for this role is $100,000.00 - $120,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

    Why Epic

  • Generous Paid Time off

    • Managed PTO for salaried / exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly / non-exempt employees; 12 company-observed paid holidays; 4 early-close days

  • Generous leave time options : Paid parental leave, pregnancy disability and bonding leave, and organ donor / bone marrow donor leave
  • Generous employee referral bonus program of $1,500 per hired referral
  • Employee recognition programs for demonstrating EPICs values plus additional employee recognition awards and programs (and trips!)
  • Employee Resource Groups : Womens Coalition, EPIC Veterans Group
  • Professional growth & development : Mentorship Program, Tuition Reimbursement Program, Leadership Development
  • Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
  • Additional benefits include (but are not limited to) : 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
  • 50 / 50 Work Culture : EPIC fosters a 50 / 50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
  • EPIC Gives Back Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
  • Were in the top 10 of property / casualty agencies according to Insurance Journal

    • To learn more about EPIC, visit our Careers Page : https : / / www.epicbrokers.com / about / epic-careers / .

    EPIC embraces diversity in all its various formswhether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

    California Applicants - View your privacy rights at : https : / / www.epicbrokers.com / wp-content / uploads / 2025 / 01 / epic-ca-employee-privacy-notice.pdf.

    Massachusetts G.L.c. 149 section 19B (b) requires the following statement : It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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