Job Closed
This listing is no longer active.
Extraordinary opportunity. Exceptional experience.
Client Manager
Location
California
Posted
135 days ago
Salary
0
Seniority
Lead
Job Description
Client Manager
Trucordia
• Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts across P&C or Life & Health lines. • Develop and implement comprehensive account service strategies tailored to each client’s industry, risk profile, and business goals. • Manage and oversee all aspects of client engagement, including renewals, marketing to carriers, coverage negotiations, policy audits, and claims advocacy. • Cultivate trusted advisor status with client executives, acting as a consultative partner on risk mitigation and insurance program structure. • Lead internal servicing teams, coordinating the activities of Client Managers I/II, Producers, and support staff to ensure seamless execution and client satisfaction. • Anticipate client needs and proactively identify opportunities for program enhancements, cross-selling, and coverage optimization. • Oversee the integrity of all account documentation in AMS360, ensuring accuracy, compliance, and readiness for audit. • Stay abreast of emerging insurance trends, legislative developments, and market conditions to inform client advisement. • Participate in client stewardship meetings, proposal development, and presentations to executive-level decision-makers. • Mentor junior account management staff, providing training, technical guidance, and performance feedback.
Job Requirements
- Minimum 7-10 years of insurance account management experience, with a strong track record in Property & Casualty and Life & Health.
- Demonstrated success managing complex, multi-location, or industry-specific accounts with minimal supervision.
- Strong knowledge of insurance markets, risk management strategies, and advanced policy structures.
- Proven leadership skills, with experience mentoring or managing support staff or junior team members.
- Excellent client-facing communication, presentation, and strategic consulting skills.
- Proficient in AMS360 and other relevant tools and platforms.
- Active P&C and/or Life & Health licenses required; advanced certifications (e.g., CIC, CRM, CPCU) strongly preferred.
- Ability to handle high-pressure situations with poise and a client-first mindset.
Benefits
- Medical, Dental, Vision
- Life and AD&D insurance
- FSA / HSA
- Commuter & Child Care FSA
- Cancer Support Benefits
- Pet Insurance
- Accident & Critical Illness
- Hospital Indemnity
- Employee Assistance Program (EAP)
- 11 Paid Holidays
- Flexible PTO
- 401K
Related Guides
Related Job Pages
More Client Partner Jobs
• Manage Client Growth: Act as the primary relationship owner for a dedicated book of business of Google Ads in Iraq, driving growth goals and sales KPIs for the Google partnership. • Execute Strategy and Sales Rigor: Implement the sales plan and tactics for the partnership, including building and managing a healthy and ambitious pipeline and managing the daily sales routines. • Client Education and Support: Work closely with clients and agencies to build educational programs and maintain continuous product knowledge. Resolve day-to-day client issues efficiently by coordinating with servicing teams. • Market Insight: Utilize a strong understanding of the local market to identify and report on new business opportunities and strategic alliances within target markets.
V4C.ai is a US-headquartered boutique consulting firm and a Databricks-first partner. We help businesses leverage data and AI through end-to-end services, including strategy, implementation, migration, and MLOps. We offer a fully remote work environment for our India-based team. Role Overview - Job Title: Sales Consultant / Client Partner - Experience: 4–7 Years - Location: India (Remote) - Market Exposure: US & Europe (Preferred) Key Responsibilities In this individual contributor role, you will manage the complete sales cycle—from lead generation and cold outreach to networking and deal closure. You will work closely with Databricks Account Executives and Client Partners in a partner-led sales model to drive new business across global markets. Required Skills & Experience - 4–8 years of experience in B2B Technology, IT Services, or SaaS Sales. - Proven track record in lead generation, cold outreach, and closing deals. - Experience in a partner-led or channel sales model. - Strong communication, negotiation, and relationship management skills. - Ability to work independently across global time zones to meet revenue targets. If you are a proactive sales professional looking to join a fast-growing AI and data consultancy, I would love to hear from you.
Field Client Manager – Strategic Federal Gov't Accounts
LexisNexisServing "professionals who shape the world," LexisNexis offers legal and professional solutions for academic institutions, corporations, government agencies, an
• Meeting and surpassing the set financial goals and performance indicators. • Positioning LexisNexis as the leading provider of trusted, cutting-edge legal solutions. • Expanding existing accounts and secure new opportunities by introducing additional products and services. • Developing and executing on strategic account plans to meet revenue targets and deliver exceptional client value. • Diligently tracking all sales activity and opportunity progress in CRM tools. • Collaborating with colleagues in customer success, product, and marketing to align on strategic priorities and drive business outcomes. • Deliver clear and precise presentations both internally and externally, including to executive-level audiences.
B2B Manager, Client Partner
TinuitiTinuiti is a marketing agency that helps companies identify, acquire, and engage customers across the digital media ecosystem. A recent recipient of two awards
• Account Management: Oversee the day-to-day management of client accounts, ensuring all projects are delivered on time, within scope, and to the highest quality standards. • Devise and implement detailed account plans that leverage multiple media channels and Tinuiti’s diverse solutions to meet client objectives. • Budgets & Forecasting: Assist clients in establishing budgets and forecasts, as well as use data provided to ensure that budget is being used in the most efficient manner and are actualized at the end of the month. • Performance Tracking & Optimization: Identify and pursue opportunities for account growth and cross-selling, aligning with the client’s strategic goals and the company’s offerings. • Data Analysis & Reporting: Analyze client data to identify trends, opportunities, and areas for improvement. Prepare reports and presentations that deliver insights to both clients and internal teams. • Team Collaboration: Engage with Tinuiti’s client channel teams and additional internal teams to contribute positively towards client project outcomes and strategic initiatives. • Client Communication: Act as a point of contact for client communications, ensuring that clients receive timely updates on project progress and outcomes. Support Client Partner team in addressing client concerns, resolving issues swiftly and efficiently to maintain client satisfaction. • B2B Industry Expertise: Maintain and apply an in-depth knowledge of market developments, emerging trends, and best practices of the client’s business, and the industry overall, to enhance client strategies and recommendations.




