Senior Personal Lines Client Success Manager
World Insurance As
World Insurance Associates is seeking an experienced insurance professional in Rockville, MD to independently manage client service activities and renewals. The role focuses on evaluating exposures, advising on coverages, and coordinating with carriers to ensure timely activity and accuracy. The ideal candidate has a Property & Casualty license and solid experience with agency management systems, Excel, and the renewal process in a fast-paced environment. #J-18808-Ljbffr World Insurance As
- ...informed decisions to improve their risk management outcomes, modernize their benefits... ...America and the U.K. World specializes in personal and commercial insurance, surety and fidelity... ...Summary ~ Independently leads client service including ALL primary activities...SeniorContract workTemporary workWork experience placement
- ...of life insurance and basic financial literacy ◾Conduct virtual client meetings using warm, pre-qualified leads (no cold calling) ◾Provide... ...recommendations that meet each family's needs ◾Build and manage your own client portfolio with guidance from experienced mentors...SuggestedFull time
- ...placement and service of clients for the Personal Lines Department. This role is client... .... Responsibilities: Manage all aspects of the placement... ...plans available to senior level colleagues who satisfy... ...environment you need to be successful. The majority of our colleagues...SuggestedTemporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
$85k - $100k
...Position Title: Client Success Manager (Hybrid) 2026-1482 Location: Bethesda, Maryland, United States Job Category: Client Services... ...support providing our clients with top-notch service with a personal touch. Duties and Responsibilities Perform...SuggestedFull timeContract workFor contractorsFor subcontractorWork at officeLocal areaWork from homeVisa sponsorshipWork visaFlexible hours- HUB International in Rockville, MD is seeking a Client Relationship Manager to support the Employee Benefits team. You will assist the Producer with client relations, service, sales and administrative activities for new and existing group benefit accounts. Responsibilities...Suggested
- ...Client Manager - Personal Lines ~202606248 ~Potomac, Maryland, United States ~Glen Allen, Virginia... ...retirement plans available to senior level colleagues who satisfy the plans... ...tools and environment you need to be successful. The majority of our colleagues work...Full timeTemporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
- ...solutions to families and individuals Educate clients on policies that prevent financial disaster during times of loss Manage your own book of business through virtual... ...clients first Set and achieve aggressive personal and team goals. Use tracking systems to monitor...Full time
- Leoforce in Rockville, MD is seeking an Audit Senior to perform financial statement audits, reviews, and compilations for a variety of clients. You will also prepare personal financial statements and assist with tax entries while leading engagement activities. The role...Senior
- Bank of America in Gaithersburg, MD is hiring a client-facing associate who serves as the first point of contact for financial center clients. You will uncover personal banking needs, offer tailored solutions, and connect clients to specialists while delivering exceptional...SeniorWeekend work
$64.7k - $120.4k
...Client Manager – Employee Health & Benefits At MMAAward-winning, inclusive, top workplace culture doesn't happen overnight. It's a result... .... With offices across North America, we combine the personalized service model of a local consultant with the global resources...Minimum wagePermanent employmentWork experience placementWork at officeLocal areaFlexible hoursNight shift- ...Risk Cooperative is seeking a senior Employee Benefits professional to lead a high-value client portfolio, provide strategic guidance... ...role blends day-to-day client management with leadership... ...across Risk Cooperative service lines to grow the book of business....Senior
- ...10Pearls is seeking a Client Growth Partner to help... ...presales and customer success, and is responsible for... ...partnerships. This is a senior individual contributor... ...industries and service lines. Support strategic growth... ..., sick/wellness, and personal leave; separate paid parental...Temporary workWork at officeImmediate start
- ...Client Relationship Manager We are seeking both entry level and experienced sales associates. Compensation may vary based on experience. Applicants whose values coincide with our mission to keep as many items out of the landfill as possible are encouraged to apply....
- ...process efficiencies. Joint success forms the basis of long-... ...as well as public sector clients.Since its foundation in 1... ...Vision is seeking a Senior New Client Implementation Manager to lead complex, high-impact... ...quality standards. This person collaborates with engineering...SeniorFull timeWork experience placementWork at office
$162k - $184.5k
...happen. WWT's work benefits clients and partners as much as... ...and growth. Our success is enabled by our world-class management consulting, delivery excellence... ...internal organizational lines — engineering, design, data... ...consultant at the Manager or Senior Manager level. ~...Full timeContract workShift work$25 - $28 per hour
...Job Description Job Description Client Services Coordinator Industry: Commercial... ...customer-focused opportunity supporting project managers, sales teams, clients, and installation... ...final installation and completion. This person will serve as a key point of contact for...Full timeContract workFor contractorsFor subcontractorWork at officeLocal areaMonday to Friday$70k - $95k
...retirement, and wealth management products and services.... ...or helping a national client navigate complex risk,... ...we're invested in your success both inside and outside... ...Vacation, Holiday, Sick, and Personal Time Off ~... ...specific position's business line, scope and level. HUB International...Work at officeLocal areaFlexible hours$62.5k
Customer Success Manager II DealerOn, INC | Rockville, Maryland, United States About this Position About DealerOn We are an online marketing... ...and loyalty, measured through customer retention and client satisfaction scores. Experience coordinating online marketing...Temporary workRemote workShift workAfternoon shift$70k - $95k
...protect ambition: for the clients who count on us, and... ...commitment to one another’s success. We foster bold ideas,... ...a Client Relationship Manager to join our Employee... ...specific position’s business line, scope and level.... ...as vacation, sick, and personal days eligible bonuses,...Work at officeLocal area- ...important people decisions. We help clients build better workplaces,... ....OverviewAs the Client Manager you will ensure delivery of exceptional... ...while collaborating with senior teammatesUtilizing Gallagher’... ...renewal process. We measure success based on retention and our...Work at officeLocal area
- ...strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them.... ...your next big career move with Aprio. Aprio is seeking a Senior Manager to join our Client Advisory and Accounting Services (CAAS)...SeniorFull timeInterim roleWork at office
$161.5k - $184.3k
...Senior Manager- Client Success Lead Capital One a Fortune 500 company a Fortune Magazine 100 Best Companies to Work For and one of the nations top 10 banks offers a broad spectrum of financial products and services to consumers small businesses and commercial clients...SeniorFull timePart timeWork experience placementLocal area- ...Personal Lines Account Manager Seeking a motivated and detail-oriented Personal Lines Account Manager to manage a portfolio of personal insurance clients in a hybrid work environment. Responsibilities include providing exceptional service, ensuring insurance needs...
$132.3k - $176.4k
...government organizations and briefs senior management on high dollar opportunities... ...and creditability with client organizations senior... ...industry trends ~ Demonstrated success winning contracts and business... ...opportunities to all persons regardless of race, color, ancestry...SeniorFull timeContract workTemporary work- ...Harders & Bradford Insurance Agency is looking for a skilled and service-oriented Personal Lines Account Manager to serve as the primary point of contact for our personal lines clients. In this role, you will manage an existing book of personal lines business — including...Afternoon shift
$128k - $140k
...passionate people to our Customer Success team! This individual will... ...using ZoomInfo. This Senior GTM Success Manager will be responsible for... ...customer satisfaction and deepen client relationships ~ Self-... ...on how we handle your personal information. ZoomInfo may...SeniorWork at office3 days per week- Citigroup Inc. in Bethesda, MD seeks a Senior Wealth Advisor to provide comprehensive financial and investment advice to Citigold and Citigold Private Client segments. You will collaborate with a Wealth team to meet the needs of affluent clients including planning, research...Senior
$142.9k - $266k
Customer Success Manager, Senior ManagerThe Opportunity:Help customers adopt enterprise AI solutions and realize measurable business value. You... ...to assist with responses during interviews (whether in-person or virtual) is prohibited unless permission is explicitly provided...SeniorFull timeContract workPart timeLocal areaRemote work- Charles Schwab in Gaithersburg, MD is seeking a Client Relationship Manager to lead branch operations and deliver exceptional client experiences. You will be the first point of contact, working with branch teams and partners to resolve issues, deepen relationships, and...
$105k - $140k
...Senior Client Advisor The Senior Client Advisor is a key member of... ...partnering with Directors and Managing Directors to deliver... ...responding via phone, video, and in-person meetings with... ...specialty and training. The successful candidate(s) may also be eligible...SeniorWork at office
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