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Client Manager - Business Insurance
Coeur D'Alene, Idaho, United States
OnsiteFull Time
Customer-service oriented professional to manage commercial accounts, handle service requests, update client records, perform coverage analysis, and pursue up-sell/cross-sell opportunities.
2d
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Client Relationship Manager, Client Services - Retirement
Pittsburgh or Baxter or Indianapolis or Las Vegas or Glendale or New York City or South Lyon or Cedar Rapids or Richmond or St. Louis or Greensboro or Lake Mary or Newton or Madison or Kansas City or Woodcliff Lake or Fargo or Dresher or Alabama or Alaska or Arizona or Arkansas or California or Colorado or Connecticut or Delaware or Florida or Georgia or Hawaii or Idaho or Illinois or Indiana or Iowa or Kansas or Kentucky or Louisiana or Maine or Maryland or Massachusetts or Michigan or Minnesota or Mississippi or Missouri or Montana or Nebraska or Nevada or New Hampshire or New Jersey or New Mexico or New York or North Carolina or North Dakota or Ohio or Oklahoma or Oregon or Pennsylvania or Rhode Island or South Carolina or South Dakota or Tennessee or Texas or Utah or Vermont or Virginia or Washington or West Virginia or Wisconsin or Wyoming or Poland
RemoteFull Time
5+ YOEBachelor's or equivalent, 5+ years client relationship experience in financial services, 7+ years retirement services experience preferred; ASPPA/CEBS preferred; strong analytical, communication, and project management skills; ability to travel.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
2d
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Tax Client Manager
Boise, Idaho, United States
$75k-$175k/yr OnsiteFull Time
5+ YOECPA required, 5+ years progressive tax experience in public accounting, supervisory experience, strong technical knowledge across individual and business structures, excellent communication and client advisory skills.
1mo
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Manager, Client Acquisition
Alabama or Arizona or California or Colorado or Florida or Georgia or Kansas or Kentucky or Iowa or Idaho or Illinois or Indiana or Louisiana or Massachusetts or Maine or Michigan or Minnesota or Missouri or North Carolina or New Hampshire or New Jersey or Nevada or New York or Ohio or Oklahoma or Oregon or Pennsylvania or Rhode Island or South Carolina or Tennessee or Texas or Utah or Virginia or Vermont or Washington or Wisconsin
$102k-$170k/yr RemoteFull Time
2+ MgmtPeople manager with sales leadership experience (min 2 years), proven quota attainment, pipeline/forecasting expertise, SFDC reporting familiarity, coaching and cross-functional collaboration skills.
SFDC
3mo
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Senior Manager, Client Success
Boise, Idaho, United States
RemoteFull Time
4+ YOE4+ years in client success or healthcare operations; healthcare org experience; strong executive comms; willing to travel up to 25%; Boise, ID preferred.
2w
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Client Success Manager
California or Idaho or Wyoming or West Virginia or Wisconsin or Washington or Virginia or Utah or Texas or Tennessee or South Dakota or South Carolina or Pennsylvania or Oregon or Oklahoma or Ohio or New York or Nevada or New Mexico or New Jersey or New Hampshire or Nebraska or North Carolina or Mississippi or Missouri or Minnesota or Michigan or Maine or Maryland or Massachusetts or Louisiana or Kentucky or Kansas or Indiana or Illinois or Iowa or Georgia or Florida or Delaware or District of Columbia or Arizona or Arkansas or Alabama or Nashville or Atlanta or Sioux Falls or Machesney Park
RemoteFull Time
N/A
1w
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Manager, Client Care Operations
Alabama or Arkansas or West Virginia or Kansas or Oregon or Oklahoma or New Hampshire or Missouri or Maine or Maryland or Iowa or New Jersey or Indiana or Utah or Mississippi or Massachusetts or Wisconsin or South Carolina or Washington or Virginia or Texas or Tennessee or Rhode Island or Pennsylvania or Ohio or New York or Nevada or New Mexico or North Carolina or Minnesota or Louisiana or Kentucky or Illinois or Idaho or Michigan or Georgia or Florida or Delaware or Connecticut or Colorado or Arizona
$80k-$90k/yr RemoteFull Time
5+ YOE5+ MgmtBachelor's preferred;5+ years customer service/client care leadership;multi-site leadership;strong analytical and coaching skills;ability to travel up to 25%.
1mo
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Client Associate
Ketchum, Idaho, United States
OnsiteFull Time
Provide client service and operational/administrative support to Financial Advisors; strong communication, organization, and problem analysis skills; proficiency with financial planning tools and management systems.
4d
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PBM Client Experience Manager
Minnesota or Mississippi or Pennsylvania or Montana or North Carolina or Louisiana or Maryland or Maine or Nebraska or Missouri or North Dakota or Colorado or Alabama or New Jersey or New Mexico or Arizona or Nevada or California or Connecticut or South Carolina or Texas or District of Columbia or Florida or Rhode Island or Iowa or Alaska or Arkansas or South Dakota or Idaho or Illinois or Vermont or Tennessee or Kansas or Virginia or Delaware or Washington or Utah or Wisconsin or Georgia or Indiana or Kentucky or Oregon or Michigan or Massachusetts or New Hampshire or Oklahoma
$47k-$122k/yr RemoteFull Time
5+ YOE5+ years in pharmacy/PBM/insurance, travel up to 25%, Salesforce experience preferred, CPT preferred, high school diploma required, bachelor’s preferred.
Salesforce
2mo
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Client Relationship Manager II
Boise, Idaho, United States
$55k-$65k/yr OnsiteFull Time
2+ YOE2+ years experience preferred; high school diploma or equivalent required, bachelor’s preferred; strong verbal/written communication; proficiency with Microsoft Office; customer service and problem-solving skills.
Microsoft Outlook, Microsoft Excel, Microsoft Word
1w
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Survey Project and Client Manager - Renewables
Denver or Boise or Salt Lake City or United States
$135k-$200k/yr HybridFull Time
8+ YOEPLS license (or obtain within one year), 8+ years land surveying experience, project management and client-facing skills, mentoring experience; renewable energy project experience preferred.
Trimble Business Center, Civil 3D, LiDAR, UAV
1w
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Vice President, Client Success
New York or Nevada or Michigan or Massachusetts or Maryland or Maine or Kentucky or Kansas or Iowa or Indiana or Idaho or Georgia or Florida or Delaware or Connecticut or Colorado or California or Arkansas or Arizona or Alabama or Wyoming or West Virginia or Washington or Virginia or Tennessee or South Carolina or Pennsylvania or North Carolina or New Jersey or New Hampshire
$190k-$230k/yr RemoteFull Time
12+ YOEBachelor's degree required, 12+ years leadership experience in client success or related fields; experience with enterprise healthcare clients, executive relationship management, commercial acumen, and strategic account leadership.
2mo
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Director, Client Success
Alabama or Arkansas or Arizona or Florida or Georgia or Idaho or Indiana or Kansas or Maine or Michigan or Missouri or Mississippi or North Carolina or New Mexico or Oklahoma or Pennsylvania or South Carolina or Tennessee or Texas or Virginia or Wisconsin or West Virginia
RemoteFull Time
5+ YOE5+ years in client success or account management, enterprise account experience, strong executive presence, excellent communication, analytical and problem-solving skills, Bachelor’s degree required.
1w
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Client Consultant
Coeur D Alene, Idaho, United States
$76k-$88k/yr FieldFull Time
Ability to build relationships, manage a local territory, obtain/hold a Health & Life insurance license, valid driver's license and clean background check; bachelor's degree preferred; coachable and self-motivated.
CRM
4d
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Client Relationship Associate
Idaho, United States
RemoteFull Time
High school diploma required; client service experience in securities or related field preferred. Strong communication, organization, CRM and Microsoft Excel skills; ability to process transactions, open accounts, and manage multiple priorities.
Client Relationship Management (CRM), Microsoft Excel
1mo
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Client Service Associate 1
United States or Idaho or Utah or Arizona or Oregon or Colorado
$55k-$70k/yr RemoteFull Time
BA/BS or equivalent experience; client management experience preferred; strong communication, collaboration, analytical, and project management skills; proficiency in Microsoft Office; experience in Special Education preferred.
Microsoft Office, Microsoft PowerPoint, Microsoft Excel, Microsoft Word
1w
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Client Success Executive II
Boise or Las Vegas or Carson City
$90k-$110k/yr RemoteFull Time
3+ YOEBachelor's degree,3+ years client success/account management or revenue cycle experience,knowledge of healthcare billing/reimbursement/compliance,strong analytical,presentation and relationship skills,English proficiency.
Salesforce, Smartsheet, Microsoft Project
4w
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Senior Director Client Services
Alabama or Michigan or Louisiana or Nebraska or Missouri or Wisconsin or Ortigas or South Carolina or Delaware or Kentucky or Tennessee or Illinois or Virginia or Georgia or Minnesota or Iowa or Oregon or Washington or Mississippi or North Carolina or Wyoming or Arkansas or Indiana or Pennsylvania or Oklahoma or Utah or Texas or Rhode Island or Nevada or Colorado or Arizona or South Dakota or Idaho or Florida or Maryland or West Virginia or Ohio or New Mexico or New Hampshire or Kansas or Connecticut or California or Massachusetts or New Jersey or New York
RemoteFull Time
5+ YOE3+ Mgmt5+ years client services experience with 3+ years at Director level, BPO/outsourcing background, experience managing high-profile/regulatory accounts, financial and operational acumen, people leadership, and ability to travel as needed.
Microsoft Excel, Microsoft PowerPoint
1mo
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Sr Client Advisor
Boise, Idaho, United States
$100k-$150k/yr HybridFull Time
5+ YOEState P&C insurance producer license required, 5+ years insurance sales experience, proficiency with Microsoft Suite and Salesforce, strong analytics and communication skills, meeting sales quotas and managing a book of business.
Microsoft Suite, Salesforce
3w
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Senior Client Services Specialist, Family Office
Carlsbad or California or Oregon or Washington or Idaho or Utah or Colorado or Missouri or Tennessee or Texas
$75k-$105k/yr HybridFull Time
5+ YOE5+ years client service or operations experience in wealth management; experience with UHNW clients, RIA custodial workflows (Charles Schwab), account registrations, alternative investments, CRM/portfolio systems, and Microsoft Office.
Charles Schwab Advisor Center, Salentica Engage, Salesforce, Redtail, Microsoft Dynamics, Tamarac, Addepar, iCapital, CAIS, Canoe, Microsoft Office
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