Top Tech Jobs & Startup Jobs in San Francisco Bay Area, CA

The Client Manager II develops and manages client benefit programs, leads strategy meetings, negotiates with carriers, and ensures effective communication during Open Enrollment.

The Senior Client Manager will manage client relationships, provide coverage analysis and risk management recommendations, and mentor Client Service Associates.

Lead development of financial and actuarial models for life and annuity M&A, reinsurance, and capital transactions. Manage actuarial due diligence, produce executive-level reports and visualizations, present findings to C-suite, support proposal and client development, mentor junior staff, and coordinate with global consulting and actuarial teams to deliver technical and strategic recommendations under tight deadlines.

The Client Manager role involves managing client relationships and ensuring customer satisfaction while possibly being involved in performance-based incentives.

Manage and service a portfolio of surety accounts, support Producers and MAEs with marketing and renewals, prepare bond documents, negotiate placements, train team support, maintain agency records, and resolve complex client and carrier issues.

Provide client-facing support including answering inquiries, assisting account or relationship teams, processing transactions, maintaining client records, and supporting compliance and administrative tasks. May also participate in onboarding and performance-based activities.

Lead annuity-focused analyses, manage product initiatives, ensure client satisfaction, and support junior staff while producing executive reports and conducting market research.

Gather and analyze prospect coverage data, prepare risk evaluations, interpret carrier contracts, recommend coverage, negotiate with HNW carriers, generate referrals, meet new business goals, and maintain records in Salesforce and EPIC while ensuring regulatory and internal compliance.