17 results for Client Manager Jobs in Walnut Creek, CA, US

Location: This role requires a hybrid work schedule out of our Concord, CA office, 2 days a week in office.QualificationsYou will find EPIC to be a fast-paced and fun environment and a workplace in which you truly can make a difference. To perform this job successfully as an Assistant Client Manager...

Location: This role is hybrid out of our Concord, CA office.SummaryTo 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 accommodations ...

Responsible for processing applications, policies, and endorsements; assisting clients with coverage questions; conducting renewal processes; preparing proposals; maintaining client files; and ensuring timely invoicing. Collaborates with the Sales Team on marketing strategies and negotiations.

Manage dedicated client accounts, providing consultative advice on contracts, plan structure, and claims issues. Collaborate with implementation, sales, and internal departments to ensure smooth operations and client satisfaction. Conduct client visits and educate clients on processes. Identify up-s...

Responsible for growth of new and renewal business, seeking new business opportunities, coordinating coverage placement, developing client relationships, overseeing administrative associates, reviewing policy contracts, and maintaining accurate data within agency management systems.

IntroductionIndulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding business...

IntroductionIndulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding business...

IntroductionIndulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding business...

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Responsible for developing relationships with prospective clients to identify and fulfill their financial needs with a range of banking products. Analyzes loan requests and ensures compliance with bank policies. Provides service to existing clients and participates in community organizations to repr...