Position Summary: The Sr Client Manager, Employee Benefits serves as a technical resource to clients, advisors, insurance company partners and prospects while providing prompt, efficient and high-quality service. Princip…
Job Title Property Manager (CRE) Job Description Summary Responsible for the management of a property (or group of properties) for a client and fulfilling the manager’s obligations under the terms of the property’s manag…
Data Manager Senior - Data Products (Hadoop, AWS, Azure, Spark, Kafka)
Denver, Colorado, United States · On-site
$80k–$202k/yr
Senior+
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Analytical Thinking, Data Analytics, Data Designing, Data Mining, Data Science
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Sales Development Representative to join our growing …
At Globus Medical, we move with a sense of urgency to deliver innovations that improve the quality of life of patients with musculoskeletal disorders. Our team is inspired by the needs of these patients, and the surgeons…
Skills: Internal Audit, Risk Assessment, Gap Analysis, US GAAP, PCAOB Auditing Standards
Harleysville, Pennsylvania, United States · On-site
Mid level
Are you a retail professional seeking the next step in your career within the banking industry? Harleysville Bank is currently seeking a dynamic individual to join our team as a Full-Time Assistant Branch Manager in Harl…
Expected Travel: Up to 50% Requisition ID: 14102 About Teleflex Incorporated As a global provider of medical technologies, Teleflex is driven by our purpose to improve the health and quality of people’s lives. Through ou…
Lower Paxton Township, Pennsylvania, United States · On-site
$125k/yr
Senior
Job DetailsJob Location: Classic Rock Harrisburg - Harrisburg, PA 17109Position Type: Full TimeEducation Level: 4 Year DegreeSalary Range: $125,000.00 Salary/yearNot Just Another Controller Position. We're looking for a …
Spieldenner Financial Group is looking for our next business partner to help us revolutionize the Mortgage Protection Industry! The Day-To-Day: Setting Appointments: 6-8 hours per week: reaching out to potential clients …
Spieldenner Financial Group is a financial services company serving mid-market families that work hard to provide a life and lifestyle worth protecting from the everyday worries of life. We help them by putting a shield …
Allentown, Pennsylvania, United States · Remote OK
Entry level
Spieldenner Financial Group is a part of one the fastest-growing insurance organizations in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and giving agents the tr…
Mobile Dredging & Video Pipe About Us: Mobile Dredging & Video Pipe, headquartered in Chester, Pennsylvania, is a leader in hydraulic dredging, dewatering, sewer system repair and maintenance, water line inspection and l…
Skills: Payroll Processing, Accounts Payable, Accounts Receivable, Bookkeeping, Microsoft Excel
Philadelphia, Pennsylvania, United States · Hybrid
Entry level
Position Overview The scope of Retail Bank Operations is impressively broad and encompasses a wide range of critical functions. These include managing the cash needs for our branch and ATM networks, printing and mailing …
Skills: Accountability, Customer Solutions, Compliance, Personal Initiative, Process Improvements
Email Strategy Lead - Pre & Post Charge-Off Digital Collections
Horsham Township, Pennsylvania, United States · On-site
$120k–$141k/yr
Senior+
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Email Strategy, Digital Collections, A/B Testing, Customer Journey Mapping, HTML
Moon Township, Pennsylvania, United States · On-site
Mid level
Let Your Career Take Flight! We're committed to being a global aviation leader driving innovation, regional growth and prosperity by investing in our employees, customers, airlines, and partners Under the general supervi…
Job DetailsJob Location: Legal Address - Wayne, PA 19087Position Type: Full TimeJob Title: Lead Software Engineer Reports to: VP of Technology Location: 100% In-Office (No Remote / Hybrid considered) Join the financial e…
Skills: Backend Engineering, API Design, Snowflake, SQL, C#/.NET
Email Strategy Lead - Pre & Post Charge-Off Digital Collections
Overland Park, Kansas, United States · On-site
$120k–$141k/yr
Senior+$991M raised
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Email Strategy, Digital Collections, A/B Testing, Customer Journey Mapping, HTML
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Application Development, Business Management, Customer Solutions, Design, Group Problem Solving
Plymouth Meeting, Pennsylvania, United States · On-site
Mid level
About this role: Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role you…
Division or Field Office: Claims Division Department of Position: Claims Department Work from: Home within ERIEs Footprint Salary Range: $63,130.00 - $100,843.00 * salary range is for this level and may vary based on act…
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
Posted 23d ago
~40 hrs/week
Responsibilities
The Senior Client Manager serves as a technical resource for clients and partners, managing policy activity and stewardship for a book of business. Key duties include analyzing claims data, ensuring ACA compliance, and presenting insurance options to clients.
Requirements
Candidates must have over 5 years of insurance-related experience and possess strong presentation and communication skills. A state insurance license is required, or the ability to obtain all necessary licenses within 90 days of employment.
Full job description
Position Summary:
The Sr Client Manager, Employee Benefits serves as a technical resource to clients, advisors, insurance company partners and prospects while providing prompt, efficient and high-quality service.
Principal Responsibilities:
Manages all policy activity and stewardship aspects in book of business.
Analyzes and reports on relevant claims data for larger accounts, spotting trends and comparing client data to industry benchmarks.
Ensures client compliance with respect to benefits and serves as an informed resource to clients on the impact of ACA.
Gathers the information needed to present to insurance company marketplace for proposals, presents options and makes appropriate recommendations.
Conducts effective enrollment meetings as needed with prepared collaterals.
Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with high attention to detail.
Manages some house accounts without assistance from leadership and/or an Advisor.
Reviews existing accounts to determine if additional lines of insurance should be solicited and/or if changes need to be made throughout the year and at renewal.
Cultivates strong relationships with insurance company partners.
Knows the requirements and attributes of all insurance company partners while maintaining in depth knowledge of the company and their website resources.
Presents risks to the insurance marketplace for quoting, as needed.
Receives phone calls and email requests for options and changes to existing coverage and/or new policies.
Meets with clients at the firm office or occasionally at their place of business.
Looks for opportunities to improve the firm, Business Segment and processes. Brings issues and discrepancies to the attention of appropriate leadership.
Education, Experience, Skills and Abilities Requirements:
Obtain and maintain state insurance license or other state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment).
5+ years of insurance related experience.
Demonstrated effective presentation skills through both verbal and written communications.
Working knowledge of appropriate software.
Demonstrates the firm’s core values, exuding behavior that is aligned with the corporate culture.
Special Working Conditions:
Fast paced, multi-tasking environment.
Some travel may be required.
Important Notice:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.
Starting salary is $100,000+ annually and is negotiable at time of hire.
The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Related keywords
Employee BenefitsInsurance LicenseACARisk ManagementClaims DataInsurance MarketplaceStewardshipPolicy ActivityRisk Transfer SolutionsClient Management
AHT Insurance and our partner firms have unified as one brand, The Baldwin Group!
The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country.
In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients.
At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we protect the possible.
Offices: 20 South King Street, Leesburg, VA 20175, US · 1150 Connecticut Ave., NW, Suite 601, Washington, DC 20036, US · 600 University Street, Suite 1200, Seattle, WA 98101, US · 222 W. Adams Street, Suite 2180, Chicago, IL 60606, US · 1460 Broadway, Suite 16023, New York, NY 10036, US
Insurance and Risk ManagementSurety BondsManufacturingNGO/International Aid OrganizationsTechnologyGovconNonprofitManagement LiabilityProfessional LiabilityInternational Property & Casualty
How much do Finance & Accounting jobs in Pennsylvania pay?
Based on 1527 listings with disclosed salaries, most finance & accounting jobs in Pennsylvania pay between $60k–$170k per year. Individual offers vary with seniority, company size, and specialization.
How many Finance & Accounting jobs are open in Pennsylvania right now?
There are currently 5,646 open finance & accounting positions in Pennsylvania listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Pennsylvania?
Companies currently hiring include PNC, Vanguard, BNY, First National Bank of Pennsylvania, Truist, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Pennsylvania?
Yes — 2061 of the 5646 open finance & accounting positions offer remote or hybrid work (628 remote, 1433 hybrid).
How do I apply for Finance & Accounting jobs in Pennsylvania?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.