235 client manager jobs at 120 companies in Venice, FL
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5d
Client Manager
Atlanta or Boston or St. Petersburg or St. Louis or Morristown
$95k-$121k/yrHybridFull Time
Zelis: Providing healthcare payment and claims cost management solutions.
5+ YOEOwn client relationships and revenue for payer/TPA clients; 5+ years client management in healthcare, bachelor’s in business/healthcare admin, Salesforce/Jira/Confluence and Microsoft Stack experience, travel up to 25%, US work authorization required.
Microsoft Stack of Tools and Technologies, Salesforce, Jira, Confluence
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
3+ YOE3+ years commercial client service management experience, property and casualty insurance license, proficiency with Microsoft Office, strong communication, adaptability, and collaborative mindset.
360 Advanced: Provides cybersecurity, compliance audits, and risk assessment services.
3+ YOE3+ years in cybersecurity or professional services and 3+ years in account management/client success with revenue ownership; bachelor's in business preferred; CRM proficiency; quota achievement; strong communication and account strategy skills.
Entech: Provides managed IT, cybersecurity, and cloud services for businesses.
3+ YOE3+ years account management or customer success experience in IT/MSP, bachelor’s or equivalent, CRM and Microsoft Office proficiency, ConnectWise familiarity preferred, valid driver’s license, must pass level 2 background check and drug screen.
CRM, ConnectWise, Microsoft Outlook, Microsoft Word, Microsoft Excel
Alpharetta or Birmingham or North Fort Myers or Wallingford or Kansas City
HybridFull Time
Surgical Information Systems: Provides clinical and financial software for ambulatory surgery centers.
3+ YOE3–5 years management experience in medical billing or ambulatory surgery settings; strong coaching, forecasting, scheduling, and analytical skills; superior communication and customer-service orientation.
Electronic Health Records (EHRs), Anesthesia Information Management System (AIMS)
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
Manage complex business insurance accounts, renewals, client service, and mentoring; requires current 2-20 license and deep knowledge of commercial insurance and marketplace conditions.
Equity Trust Company: Provider of custodial services for alternative investment portfolios.
2+ YOEBachelor's or 2+ years relevant experience, 2 years in financial sector preferred, strong communication, Microsoft Office and Salesforce proficiency, ability to manage client correspondence and onboarding.
United Veterinary Care: Provides clinical, specialty, and emergency veterinary medical services.
2+ YOE2 years customer service experience required; 1 year veterinary or medical practice experience preferred; strong communication, time management, basic math for transactions, and client empathy.
GIS National: Provides employee benefits technology and enrollment solutions to businesses.
Provide prompt, high-quality service to broker partners, clients, and carrier resources; manage enrollments and inquiries; handle tickets and communications.
Microsoft Excel, Microsoft Office, Benefit Administration systems
Alpine Legacy Group: Supplemental health insurance and financial protection for families.
Valid driver’s license and clean background check; active Health & Life license or willingness to obtain; bachelor’s degree or equivalent; strong interpersonal and time-management skills.
Veterinary Innovative Partners: Operates a network of veterinarian-owned animal hospitals and clinics.
Provide front-desk customer service for veterinary clinics: greet clients, schedule appointments, update records, process payments, use practice management systems and Microsoft Office, multitask, and communicate effectively.
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
0+ YOEProvide high-touch administrative support to Financial Advisors; process client transactions, open accounts, use CRM and Excel, communicate with clients across channels, and manage competing priorities.
Client Relationship Management (CRM) software, Microsoft Excel
Franklin TempletonNYSE: BEN: Global investment firm providing asset and wealth management services.
7+ YOE7+ years financial services marketing experience; bachelor’s degree or equivalent preferred; experience with insurance/retirement businesses preferred; strong project management, communication, and digital marketing skills; Series 7 and 63 preferred.
Sanctuary Wealth: Provides an integrated platform for independent wealth management advisors.
0+ YOEClient service experience in wealth management or financial services (0+ years). Strong verbal/written communication, organization, discretion, and proficiency with Microsoft Office; ability to learn platforms quickly.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, BNY Pershing, Charles Schwab Advisor Services
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Requires (or willingness to obtain) an insurance license, strong communication and interpersonal skills, self-motivation, basic computer skills for CRM and client management, and ability to work independently.