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Rockbridge Search & Recruitment 11/03/2024

Associate Client Manager

Ref #: 123
Location: S. California S. California 90017
Salary: 85,000 USD - 115,000 USD
Sector: Banking
Type: Permanent


  • Accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts that vary in size and have relatively simple to moderately complex needs.
  • The total revenue associated with the group of accounts is typically less than CSO revenue benchmark expectations.
  • Successfully and profitably manages an assigned group of accounts.
  • Builds and solidifies relationships with existing clients by providing exceptional ongoing care.
  • In partnership with the Production team, takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality & timely manner.
  • Secures existing business and drives the sale of additional services and lines of coverage.
  • Cultivates relationships with the buyer in the client organization as well as with day-to-day client representatives and buyers.
  • Supports one or more Producers and/or Account Executives and is the first line of contact when the Producer or Account Executive is not available.
  • Coordinates appropriate resources to address the client's risk management needs.


  • Required: Bachelor's degree with 0+ years client service and/or claims management experience -OR- High School degree/GED with 3+ years client service and/or claims management experience
  • Proficiency in Microsoft Office
  • Solid financial acumen
  • Behaviors: Proficient in using technology as a tool to maximize productivity and quality
  • Strong written and verbal communication skills
  • Comfortably engages others in consultative discussion.