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Senior Client Manager jobs at Alight Solutions

- 628 jobs
  • Client Executive

    Alight Solutions 4.2company rating

    Senior client manager job at Alight Solutions

    Our story At Alight, we believe a company's success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to “Be Alight.” Our Values: Champion People - be empathetic and help create a place where everyone belongs. Grow with purpose - Be inspired by our higher calling of improving lives. Be Alight - act with integrity, be real and empower others. It's why we're so driven to connect passion with purpose. Alight helps clients gain a benefits advantage while building a healthy and financially secure workforce by unifying the benefits ecosystem across health, wealth, wellbeing, absence management and navigation. With a comprehensive total rewards package, continuing education and training, and tremendous potential with a growing global organization, Alight is the perfect place to put your passion to work. Join our team if you Champion People, want to Grow with Purpose through acting with integrity and if you embody the meaning of Be Alight. Learn more at careers.alight.com. About the Role This role is responsible for the overall management, retention, and growth of their assigned portfolio of clients. They are accountable for revenue retention and growth, client renewals, client satisfaction, and for maximizing the value clients derive from our products and solutions. Responsibilities Developing and builds meaningful and trusted relationships across internal teams, customer stakeholders, and key influential third-party stakeholders. Leading through influence; persuades, motivates, and inspires action toward desired outcomes. Asking provocative questions to uncover and understand the client's business goals, priorities, and desired outcomes. Anticipating the client's needs and effectively positions solutions to drive value maximization, retention, and revenue growth. Advocating and connecting capabilities, support, and/or services for clients. Advocates internally and facilitates the involvement of Sales, Delivery, and other functions to achieve common goals. Consulting with clients regularly on best practices to increase product adoption and utilization. Identifying opportunities for expansion of solutions to support and drive the client's desired business outcomes. Owning the Account Health strategy for assigned client accounts. Proactively monitors and identifies client retention risk. Designs and executes success plans to resolve issues and mitigate risk. Leading the strategy, preparation and execution of Quarterly Client Business Reviews (QBRs). Leading the renewal strategy for assigned book of business. Requirements 7+ years of equivalent experience in a Customer Success/Account Management role. Experience managing a book of large enterprise, high ARR/ high complexity accounts. Possess business and financial acumen to lead successful negotiations and secure multi-year renewals. Have a strategic, growth mindset and proven ability to develop and execute customer success engagements and strategies. Able to build relationships across multiple client personas and key internal/external stakeholders. Lead and thrive in an evolving environment while managing priorities and deliverables across assigned accounts and teams. Possess leadership, communication, project-management, and presentation skills. Have a passion for delivering market-differentiating customer experiences. Able to travel 25%-35% as required. Alight requires all virtual interviews to be conducted on video. Flexible Working So that you can be your best at work and home, we consider flexible working arrangements wherever possible. Alight has been a leader in the flexible workspace and “Top 100 Company for Remote Jobs” 5 years in a row. Benefits We offer programs and plans for a healthy mind, body, wallet and life because it's important our benefits care for the whole person. Options include a variety of health coverage options, wellbeing and support programs, retirement, vacation and sick leave, maternity, paternity & adoption leave, continuing education and training as well as several voluntary benefit options. By applying for a position with Alight, you understand that, should you be made an offer, it will be contingent on your undergoing and successfully completing a background check consistent with Alight's employment policies. Background checks may include some or all the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, credit check, and/or drug test. You will be notified during the hiring process which checks are required by the position. Our commitment to Inclusion We celebrate differences and believe in fostering an environment where everyone feels valued, respected, and supported. We know that diverse teams are stronger, more innovative, and more successful. At Alight, we welcome and embrace all individuals, regardless of their background, and are dedicated to creating a culture that enables every employee to thrive. Join us in building a brighter, more inclusive future. As part of this commitment, Alight will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact ************************. Equal Opportunity Policy Statement Alight is an Equal Employment Opportunity employer and does not discriminate against anyone based on sex, race, color, religion, creed, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, marital or domestic partner status, citizenship, military or veteran status, sexual orientation, gender, gender identity or expression, genetic information, or any other legally protected characteristics or conduct covered by federal, state, or local law. In addition, we take affirmative action to employ, disabled persons, disabled veterans and other covered veterans. Alight provides reasonable accommodations to the known limitations of otherwise qualified employees and applicants for employment with disabilities and sincerely held religious beliefs, practices and observances, unless doing so would result in undue hardship. Applicants for employment may request a reasonable accommodation/modification by contacting their recruiter. Authorization to work in the Employing Country Applicants for employment in the country in which they are applying (Employing Country) must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the Employing Country and with Alight. Note, this does not restrict management's right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units. We offer you a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization. Salary Pay Range Minimum : 153,000.00 USD Maximum : 187,000.00 USD Pay Transparency Statement: Alight considers a variety of factors in determining whether to extend an offer of employment and in setting the appropriate compensation level, including, but not limited to, a candidate's experience, education, certification/credentials, market data, internal equity, and geography. Alight makes these decisions on an individualized, non-discriminatory basis. Bonus and/or incentive eligibility are determined by role and level. Alight also offers a comprehensive benefits package; for specific details on our benefits package, please visit: Wellbeing and Benefits Selector Page - Alight DISCLAIMER: Nothing in this job description restricts management's right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units. Alight Solutions provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, pregnancy, childbirth or related medical condition, veteran, marital, parental, citizenship, or domestic partner status, or any other status protected by applicable national, federal, state or local law. Alight Solutions is committed to a diverse workforce and is an affirmative action employer.
    $93k-161k yearly est. Auto-Apply 14d ago
  • DB Client Manager II- Virtual US

    Alight Solutions 4.2company rating

    Senior client manager job at Alight Solutions

    Defined Benefits Client Success Manager II- Virtual US Come make a difference and consider this unique opportunity to step into a rewarding career. Are you a detail-oriented individual with an interest in evaluating processes and performance? Our Story At Alight, we believe a company's success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to “Be Alight.” Our Values Champion People - be empathetic and help create a place where everyone belongs. Grow with purpose - be inspired by our higher calling of improving lives. Be Alight - act with integrity, be real and empower others. It's why we're so driven to connect passion with purpose. Alight helps clients gain a benefits advantage while building a healthy and financially secure workforce by unifying the benefits ecosystem across health, wealth, wellbeing, absence management and navigation. With a comprehensive total rewards package, continuing education and training, and tremendous potential with a growing global organization, Alight is the perfect place to put your passion to work. Join our team if you Champion People, want to Grow with Purpose through acting with integrity and if you embody the meaning of Be Alight. Learn more at careers.alight.com. About the Role The DB Client Manager II (DB CMII) is responsible for overseeing daily operational performance for assigned client(s). They manage operations teams to provide quality administrative services and collaborate with support areas such as technology and customer care. Additionally, the DB CM serves as the primary contact for clients regarding daily service delivery. They will also assist the Senior Client Manager/Client Leader in delivering top-notch solutions. Responsibilities Utilizing expert knowledge of DB to interpret complex client requirements. Addressing questions related to unique situations, participant inquires, client escalations and requirements. Driving stable and consistent delivery from internal and external partners. Also using data to influence standardization and process innovation. Managing ad hoc client projects such as spins, freezes and acquisitions. Validating , managing and communiucating iCAT results with clients Working closely with the Oversight & Excellence team to identify opportunities for reducing demand and improving efficiency. This will ultimately lower total costs. Additionally, focus on improving delivery quality. Communicating regularly with day-to-day client contact on delivery and projects. Acting as point of contact to groups such as Customer Care and Shared Services for client specific items. Requirements 3+ years working within the Defined Benefits Administration industry. Have effective communication and influencing skills on domain and technical matters, internally and externally. Possess analytical abilities and attention to detail when working with complex data. Have a solutions-oriented focus and ability to report data to stakeholders and manage multiple tasks simultaneously. Have advanced management and organizational skills with ability to adapt to change. Alight requires all virtual interviews to be conducted on video. Flexible Working So that you can be your best at work a nd home, we consider flexible working arrangements wherever possible. Alight has been a leader in the flexible workspace and “Top 100 Company for Remote Jobs” 5 years in a row. Benefits We offer programs and plans for a healthy mind, body, wallet and life because it's important our benefits care for the whole person. Options include a variety of health coverage options, wellbeing and support programs, retirement, vacation and sick leave, maternity, paternity & adoption leave, continuing education and training as well as several voluntary benefit options. By applying for a position with Alight, you understand that, should you be made an offer, it will be contingent on your undergoing and successfully completing a background check consistent with Alight's employment policies. Background checks may include some or all the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, credit check, and/or drug test. You will be notified during the hiring process which checks are required by the position. Our commitment to Inclusion We celebrate differences and believe in fostering an environment where everyone feels valued, respected, and supported. We know that diverse teams are stronger, more innovative, and more successful. At Alight, we welcome and embrace all individuals, regardless of their background, and are dedicated to creating a culture that enables every employee to thrive. Join us in building a brighter, more inclusive future. As part of this commitment, Alight will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact ************************. Equal Opportunity Policy Statement Alight is an Equal Employment Opportunity employer and does not discriminate against anyone based on sex, race, color, religion, creed, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, marital or domestic partner status, citizenship, military or veteran status, sexual orientation, gender, gender identity or expression, genetic information, or any other legally protected characteristics or conduct covered by federal, state, or local law. In addition, we take affirmative action to employ disabled persons, disabled veterans and other covered veterans. Alight provides reasonable accommodations to the known limitations of otherwise qualified employees and applicants for employment with disabilities and sincerely held religious beliefs, practices and observances, unless doing so would result in undue hardship. Applicants for employment may request a reasonable accommodation/modification by contacting their recruiter. Authorization to work in the Employing Country Applicants for employment in the country in which they are applying (Employing Country) must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the Employing Country and with Alight. Note, this does not restrict management's right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units. We offer you a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization. Salary Pay Range Minimum : 70,200.00 USD Maximum : 92,500.00 USD Pay Transparency Statement: Alight considers a variety of factors in determining whether to extend an offer of employment and in setting the appropriate compensation level, including, but not limited to, a candidate's experience, education, certification/credentials, market data, internal equity, and geography. Alight makes these decisions on an individualized, non-discriminatory basis. Bonus and/or incentive eligibility are determined by role and level. Alight also offers a comprehensive benefits package; for specific details on our benefits package, please visit: Wellbeing and Benefits Selector Page - Alight DISCLAIMER: Nothing in this job description restricts management's right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units. Alight Solutions provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, pregnancy, childbirth or related medical condition, veteran, marital, parental, citizenship, or domestic partner status, or any other status protected by applicable national, federal, state or local law. Alight Solutions is committed to a diverse workforce and is an affirmative action employer.
    $54k-93k yearly est. Auto-Apply 6d ago
  • Sales Manager (Full Time) - 24H961

    Carters 4.6company rating

    Clinton, CT jobs

    If you are a CURRENT Carter's employee, do not apply via this external application. Search "Browse Jobs" in Workday to apply internally. Love what you do. Carter's Careers. As a Full Time Sales Manager, you will be the first face of the brand for growing families. You'll congratulate new parents and grandparents, introduce them to our new baby essentials, help prep them for the first day of school, and all the big and little moments on their parenting journey. We're looking for a leader who fosters a welcoming and inclusive environment, values and optimizes skills and talents, and continually educate themselves and their team on product styles, features, and benefits. What we love about Carter's: Carter's Inc. is the largest North American apparel retailer exclusively for babies and young children, encompassing Carter's, OshKosh B'gosh, Skip*Hop, and Little Planet brands. Carter's is the #1 most-purchased children's clothing brand.* We've become an industry leader by providing quality - from the first Original Bodysuit to the lasting careers we offer our team. We've kept our close-knit culture since our founding, and we invest in our teams with training and development programs, so we all succeed together. A Carter's career doesn't feel like a job. It feels like connections, between customers, teams, and families. Caring, teamwork, flexibility, and growth are what make us different. What's not to love? Benefits we love: Schedules that fit your life. Maintaining balance is important to us, which is why your schedule will allow you to focus on all aspects of your life. Benefits and perks that make life better, including health benefits, mental health benefits, a 30% discount on our brands, referral bonuses, and much more! Education “Advance You” Program, which helps you earn a GED or a bachelor's degree tuition-free or learn English as a second language! Paid time off, holidays, and parental leave, as well as adoption assistance, charitable matching gifts, and much more! The opportunity to build skills and grow as an individual. We provide professional and personal development to shape your career. Development programs to help you grow in your current role and beyond. Whether you're looking to join us for a short while or a long-term career, you will grow at Carter's. What You'll Do: Become a product and brand expert of our brands to help families navigate every moment from preemie to size 14 Welcome customers with a warm greeting and provide assistance with our product styles, features, and benefits Maintain a genuine customer focus on the sales floor Foster a positive, safe, and inclusive environment for employees and customers Consistently model service standards and omni-channel experience while coaching others to success Lead and execute an assigned business focus area through planning and detailed follow through Perform Leader on Duty supervisor responsibilities by driving results and responding to customer concerns timely and with an appropriate resolution Utilize customer feedback to identify areas of opportunity to implement actions to drive results Build customer loyalty through Company sponsored programs, including credit Offer consistent, in the moment feedback to store team and raise performance concerns to Store Manager Recognize exceptional performance through positive reinforcement and appreciation Support store team with Asset Protection through a consistent level of customer service, safety awareness, and operational controls Qualities we'd love in a candidate: A positive and solutions-oriented mindset Effective and professional verbal and written communication skills The ability to manage multiple tasks at once Proficient computer and technology skills (Outlook, Excel, Web navigation, etc.) A variety of skills and experiences A high school diploma or GED You can: Lift 40 pounds as needed, with frequent bending, stooping, reaching, pushing, and pulling Stand or walk for extended periods of time; climb up and down a ladder Provide availability that may include days, nights, weekends, and holidays as scheduled, with a minimum of two closing shifts a week Carter's for all: Carter's is an Equal Opportunity and Affirmative Action employer. (Minority/Female/Disability/Veteran). NOTE: This is all-inclusive. The duties described may be changed or reassigned at the discretion of management, and the employee may be required to perform duties that are not listed in the job description. Carter's may reasonably alter your duties, responsibilities, job title, and location Carters is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, genetics, disability, age, veteran status, or any other status protected by federal, state, or local law.
    $70k-129k yearly est. Auto-Apply 2d ago
  • Sales Manager (Part Time) - 24H210

    Carters 4.6company rating

    Edinburgh, IN jobs

    If you are a CURRENT Carter's employee, do not apply via this external application. Search "Browse Jobs" in Workday to apply internally. Love what you do. Carter's Careers. As a Part Time Sales Manager, you will be the first face of the brand for growing families. You'll congratulate new parents and grandparents, the first to introduce our new baby essentials, and the first to help prep for the first day of school, and all the big and little moments in their parenting journey. We're looking for a leader who fosters a welcoming and inclusive environment, values and optimizes skills and talents, and continually educates themselves and their team on product styles, features, and benefits. What we love about Carter's: Carter's Inc. is the largest North American apparel retailer exclusively for babies and young children, encompassing Carter's, OshKosh B'gosh, Skip*Hop, and Little Planet brands. Carter's is the #1 most-purchased children's clothing brand.* We've become an industry leader by providing quality - from the first Original Bodysuit to the lasting careers we offer our team. We've kept our close-knit culture since our founding, and we invest in our teams with training and development programs, so we all succeed together. A Carter's career doesn't feel like a job. It feels like connections, between customers, teams, and families. Caring, teamwork, flexibility, and growth are what make us different. What's not to love? Benefits we love: Schedules that fit your life. Our hours of operation allow you to balance work and personal activities - whether you have class, enjoy a morning workout, or manage carpool. Benefits and perks that make life better, including part-time health benefits, mental health benefits, a 30% discount on our brands, referral bonuses, and much more! Advance You Program helps earn a GED or a bachelor's degree tuition-free or learn English as a second language! The opportunity to learn and build skills and grow as an individual. We provide professional and personal development to help shape your career. Development programs to help you grow in your current role and beyond. Whether you're looking to join us for a season or a long-term career, you can grow at Carter's. What You'll Do: Become a product and brand expert of our brands to help families navigate every moment from preemie to size 14 Welcome customers with a warm greeting and provide assistance with our product styles, features, and benefits Maintain a genuine customer focus on the sales floor Foster a positive, safe, and inclusive environment for employees and customers Consistently model service standards and omni-channel experience while coaching others to success Lead and execute an assigned business focus area through planning and detailed follow through Perform Leader on Duty supervisor responsibilities by driving results and responding to customer concerns timely and with an appropriate resolution Utilize customer feedback to identify areas of opportunity to implement actions to drive results Build customer loyalty through Company sponsored programs, including credit Offer consistent, in the moment feedback to store team and raise performance concerns to Store Manager Recognize exceptional performance through positive reinforcement and appreciation Support store team with Asset Protection through a consistent level of customer service, safety awareness, and operational controls Qualities we'd love in a candidate: A positive and solutions-oriented mindset Effective and professional verbal and written communication skills The ability to manage multiple tasks at once Proficient Computer and technology skills (Outlook, Excel, Web navigation, etc.) A variety of skills and experiences A high school diploma or GED You can: Lift 40 pounds as needed, with frequent bending, stooping, reaching, pushing, and pulling Stand or walk for extended periods of time; climb up and down a ladder Provide availability that may include days, nights, weekends, and holidays as scheduled Carter's for all: Carter's is an Equal Opportunity and Affirmative Action employer. (Minority/Female/Disability/Veteran). NOTE: This is not all-inclusive. The duties described may be changed or reassigned at the discretion of management, and the employee may be required to perform duties that are not listed in the job description. Carter's may reasonably alter your duties, responsibilities, job title, and location. Carters is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, genetics, disability, age, veteran status, or any other status protected by federal, state, or local law.
    $30k-53k yearly est. Auto-Apply 22h ago
  • Sales Manager

    Premium Retail Services 4.1company rating

    Napa, CA jobs

    Drive sales through personalized wireless solutions and customer education. Premium Retail Services operates in more than 1200 Walmart Supercenter locations across North America, with a dedicated sales team of more than 3,000 Wireless Sales Pros. We are currently seeking a Full Time Sales Manager to join our Wireless team in Napa, CA. Prior sales experience or existing knowledge of the wireless category is not mandatory, but you must be driven to learn. We will teach you everything you need to know about wireless plans, services, devices, and promotions through ongoing in-store, as well as online, training. What you will do: Oversee a team of Wireless Sales Pros, providing recruitment, leadership, coaching, guidance, mentoring, and development achieve sales and business targets in 3-4 retail locations. Inspire and motivate teams to meet or exceed assigned sales targets and established KPIs. Exemplify a player-coach approach by setting the sales and training standard for top performance in your market. Lead recruitment efforts and executes strategies to maintain top-quality talent across all assigned locations. Embody the model of professionalism, work ethic, and determination for both Premium, the client, in-store management and associates. What is in it for you? Reward: Exceptional earning potential including a base salary plus a monthly performance-based bonus and commission. Full benefits package: Paid time off, group health, life and disability insurance, tuition reimbursement, and 401(k) retirement savings plans (with match). Tools for Success: We will train, coach & support you to help you succeed in your role. Upward Mobility: With more than 1,200 locations, we provide excellent career-advancement opportunities within the program and beyond. If you meet these qualifications, we'd love to meet you: Two years of experience in sales and consistently surpassing sales objectives is an asset. Prior leadership experience preferred. Prefer candidates who have a knack for all things wireless. We're seeking a wordsmith with exceptional communication skills-both spoken and written! Demonstrated excellence in multitasking, demand management, problem-solving, and organizational skills. Who we are: Premium Retail Services is a part of Acosta Group - a collective of the industry's most trusted retail, marketing and foodservice agencies reimagining the way people connect with brands at every point in their shopping journey. Since 1985, Premium has been a top provider of sales and merchandising services, reshaping retail through innovation and excellence for hundreds of renowned brands across retail categories. With 12,000+ employees across the U.S. and Canada, we are a people-first company, and we strive to ensure our team members enjoy their jobs, feel valued, and emulate our core beliefs - that's why we frequently promote from within. We encourage our employees to innovate and expand new horizons, making internal development our cornerstone. Find your place at Premium - whether it's merchandising, sales or brand advocacy, there's a spot for you on our team. We empower you to Discover Your Path and fully embrace BEING YOU as you shape your journey with us. At Acosta Group, we value equal opportunity in employment practices and career progression. We are dedicated to fostering a diverse, inclusive workforce, and provide equal employment opportunity for all applicants and employees. Employment decisions are based on business needs, job requirements, and individual qualifications without regard to race/ethnicity, gender/gender identity, disability, veteran status, or any other basis protected by federal, state, and local laws. As an equal-opportunity employer, Acosta Group will provide reasonable accommodations for applicants with physical or mental disabilities to complete applications or interviews for employment. If reasonable accommodation is needed to participate in the job application or interview process, please contact ***************************. By applying, you agree to our Privacy Statement and Terms of Conditions. US: ******************************************** ************************************* Premium is an Acosta Group Agency. To learn more about Premium click here **********************************
    $59k-101k yearly est. 2d ago
  • Jewelry Sales Manager- Chicago

    Neiman Marcus 4.5company rating

    Chicago, IL jobs

    WHO WE ARE: Neiman Marcus is a leading luxury retailer that provides a curated product assortment, unparalleled services, and exclusive activations for customers in Pursuit of the Extraordinary . It is known for creating the Neiman Marcus magic through exceptional customer experiences including the Neiman Marcus Awards, Fantasy Gifts, seasonal campaigns, and “Retail-tainment” initiatives. Neiman Marcus has a rich history as a brand builder, bringing together the world's top luxury designers and customers to foster a dedicated following for generations. It serves customers across its 36 stores, digital channels, and through remote selling. It is part of Saks Global's portfolio of world-class luxury retailers and real estate assets. YOU WILL BE: At Neiman Marcus, we are committed to delivering a best-in-class luxury experience through exceptional service, curated product, and personalized relationships. We are seeking a Sales Manager who will be responsible for the sales experience of the Neiman Marcus Chicago Jewelry department , facilitating partnerships across functions, driving team towards goals, and leveraging team skills to build a customer-driven sales experience, all while being a steward of Neiman Marcus. WHAT YOU WILL DO: Drive towards the achievement of maximum sales and growth following company vision and values in partnership with other functional leads for department Oversee all aspects of merchandise and communications with merchant and vendor partners (e.g., presentation, returns, and damages) Contribute to strategic goals for the store and set priorities by department Review business with applicable Buyers for department and discusses action plans to produce positive results Establish plans and strategies in partnership with Client Development Lead(s) Develop understanding of and analyze internal and external customer behaviors, trends, and preferences, adjusting processes and standards accordingly (e.g., focus programs) Plan and complete departmental budgets and ensures guidelines are being followed to minimize operating expenses and maximize revenue Support audit compliance to enforce department and stockroom controls, as applicable Manage people, product and placement, and sales promotion within department WHAT YOU WILL BRING: 3-5 years of experience in luxury retail, business strategy, planning, or sales operations-preferably within a high-performing, client-centric environment Deep understanding of luxury service standards and the business of clienteling Strong analytical skills with a proven ability to translate data into insights and action Proficient in Excel and retail reporting tools Highly organized, self-directed, and comfortable in a fast-paced, evolving environment Strong communication and partnership-building skills, with a collaborative and solution-oriented mindset Discreet and professional with the ability to support elite sellers and clients YOUR LIFE AND CAREER AT NEIMAN MARCUS: Opportunity to work in a dynamic fast paced environment at a company experiencing growth and transformation Exposure to rewarding career advancement opportunities across the largest multi-brand luxury retailer from retail to distribution, to digital or corporate Comprehensive benefits package for all eligible full-time employees (including medical, vision and dental) An amazing employee discount SALARY AND OTHER BENEFITS: The [starting salary/hourly rate] for this position is between [$75,000-$90,000annually]. Factors which may affect starting pay within this range may include market, experience and other qualifications of the successful candidate. [This position is also eligible for [bonus] [long-term incentive compensation awards].] Benefits: We offer the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, basic life insurance, supplemental life insurance, disability insurance, and a variety of additional voluntary benefits (such as critical illness, hospital and accident insurance). Thank you for your interest with Saks Global. We look forward to reviewing your application. Saks Global is an equal employment opportunity employer and is committed to providing reasonable accommodations to applicants with disabilities. If you are interested in applying for employment with Saks Global and would like to request special assistance or an accommodation.
    $75k-90k yearly 3d ago
  • Sales Manager | Beverly Hills

    David Yurman 4.6company rating

    Beverly Hills, CA jobs

    David Yurman is a celebrated American jewelry company founded in New York by David Yurman, a sculptor, and his wife, Sybil, a painter and ceramicist. When the artists began collaborating, their goal was simply to make beautiful objects to wear. Today, with their son, Evan, they create timeless, yet contemporary Men's and Women's jewelry for all lifestyles through unconventional artistry, featuring their signature cable motif. The Sales Manager is responsible for ensuring that store achieves or exceeds sales plan and profitability goals, as well as enhance the David Yurman brand within the store and local market. This individual will also partner with store management team in overseeing that all operational policies and procedures being followed. The Sales Manager will effectively lead, coach and support sales professionals with a focus clientele development and providing a high level of customer service to create a luxury experience. The David Yurman Beverly Hills Sales Manager will be accountable for the following key deliverables: Core Responsibilities Achieve and/or Exceed Sales Plan Partner with sales professionals to meet their individual sales plans and KPI Participate in the development and execution of strategic initiatives to deliver the sales budget. Demonstrate an active role on the selling floor through sales leadership and client development Support sales professionals in closing sales Facilitate the implementation and success of special events held at the retail store Remain current and knowledgeable of industry trends, to determine strategic opportunities to maximize sales within the market. Maintain visual presentation based on company vision and market needs Clientele/Service Management Coach and Monitor in partnership with Retail Store Director, on sales professionals accountability for client outreach and relationship development Ensure store data capture goals are being achieved Maintain a luxury environment that is warm and hospitable, and ensuring that the correct interpretation of and implementation of visual guidelines are being met. Provide appropriate feedback in partnership with Retail Store Director, to staff to ensure that they have demonstrated the appropriate skills necessary to provide a positive and rewarding client experience in all customer interactions Operations Manage the day-to-day activities on the sales floor. Maintain presence on the sales floor to supervise staff and ensure appropriate floor coverage. Maintain appropriate business controls such as store inventory, requests for stock replenishment and all repairs/returns. Implement and support all security measures. Partners with the sales professionals in the administration of special order requests Oversee store opening and closing in the absence of the Retail Store Manager. Talent Partners with the Retail Store Director in hiring and providing performance review feedback. Trains new Sales Associates. Provide leadership to staff through monthly scheduled meetings to review and coach on overall performance Provide formal and informal feedback to staff to build ongoing development opportunities Explain and enforce KPIs and ensure that staff is trending to those measures Qualifications Work Experience: Minimum 1-2 years of proven experience managing in a similar role, preferably within a high-end luxury accessories boutique with joint responsibility for sales and operations Ability to motivate, establish strong business partnerships, and promote professionalism with both clients and staff Ability to manage multiple tasks in a fast-paced environment Proven ability to drive results, and strategic vision to develop business Fine Jewelry and or Fine Watch experience preferred, but not required Flexibility to work in various roles based on business needs (i.e. on the sales floor, operations, etc.). Flexibility to work non-traditional hours, including days, nights, weekends and holidays. Computer Skills: Proficient in Microsoft Word, Excel, and Outlook The expected base salary for this role is $80,000-$100,000 annually. Base pay is one component of David Yurman's total compensation package, which may also include the following for eligible employees: access to healthcare benefits, 401(k) plan, bonus, employee discounts, generous paid time off, sick time, and more.
    $80k-100k yearly 22h ago
  • Private Client Manager- San Francisco

    Tiffany & Co 4.3company rating

    San Francisco, CA jobs

    The Private Client Manager at Tiffany & Co. holds the critical position of the ultimate Brand Ambassador, embodying the Tiffany brand in every interaction. In this role, they will represent and uphold the Brand through their presence in the community, social media as well as all networking and Brand activation events. They are responsible for establishing and executing upon strategies for the acquisition, engagement, retention and growth of High Net Worth clients, in addition to having an opportunity and expectation of selling across all categories with a focus on High Jewelry. The PCM is a commercial leader with a global mindset, strategic in application of impeccable service and bespoke experiences. Through active and ongoing partnership, the PCM will work with Zone and Global partners, including Client Relations to strategize on and deliver exciting experiences for Tiffany clients. Such work will be in service of achieving and exceeding commercial targets and gaining competitive market share. The PCM will represent and reinforce the Tiffany brand at internal and external local and regional events as a Brand Ambassador, identifying and developing new high potential clients that will lead to facilitating tailored presentations and client consultations. They will proactively and autonomously develop strategies to build sales through outreach to existing and new high potential clients, identify and capture client data for the purpose of developing curated client experiences, building key and influential relationships, and personalizing client development opportunities, while representing the brand at the highest level. The PCM's passion for Tiffany is consistently conveyed. The position regularly and consistently requires extensive discretion and independent judgement in matters of importance, so an entrepreneurial spirit and stellar judgment and professionalism must be prevalent. They build lasting relationships with the Brand's most influential clients and celebrate the Brand's history and provenance. They will create the dream for their clients through deep awareness of trends across luxury retail and lifestyle of the Private Client, and bolster the Brand's general market posture by ensuring these influential clients help to reinforce the Brand image through purchases and public use. Role Accountabilities: • Research and assess market opportunities to develop and prospect new business by expanding the network, attending internal and external events. • Maintain brand and market analysis with focus on knowledge of the local jewelry market from a trend and pricing perspective and possess a proven understanding of other brands and their comparative and competitive qualities with the ability to leverage this knowledge into closing sales. • Establishing and reinforcing the Tiffany brand within the High Net Worth client market. • Identifying, prospecting and developing presentation and sales strategies for High Net Worth clients. • Developing High Net Worth client relationships and reinforcing brand image and awareness. • Manage stakeholder partnerships with Store and Market Leadership, Global and Regional Client Relations teams as well as other corporate partners to create and facilitate “money can't buy” experiences and brand differentiation moments for clients. • Achieve and exceed commercial action plan and annual target by enacting expert consultative selling skills, consistently closing high end, complex sales, participating in Regional and Global High Jewelry selling events. The PCM will also establish themselves as a Global Tiffany Ambassador through enhanced and focused brand development within the High Net Worth market, High Jewelry sales with High Net Worth clients, demonstrating commercial excellence, unparalleled client experiences and unwavering commitment to upholding and elevating the Brand. Qualifications • 10 + years of luxury industry experience • Deep understanding and interest in the luxury lifestyle • Experience with successfully closing High Jewelry sales • Strong diplomacy skills and experience building relationships with High Net Worth clients • Must possess consistent impeccable self-presentation • Ability to translate luxury experience into knowledge foundation and defined strategies • Ability to analyze market trends and develop strategic plans • Ability to develop brand image strategies • Ability to work autonomously, consistently exercising independent judgment and discretion in matters of importance • A willingness to work non-traditional business hours including evenings, weekends and holidays The hiring range for this position ranges from $140,000-$200,000. The rate of pay offered will be dependent upon candidates' relevant skills and experience. This role is also eligible for sales commission.
    $140k-200k yearly Auto-Apply 60d+ ago
  • Director Client Services

    Advantage Solutions 4.0company rating

    San Diego, CA jobs

    Minimum: USD $93,100.00/Yr. Maximum: USD $121,000.00/Yr. Market Type: Remote Director Client Services At our Company, we grow People, Brands, and Businesses! We are seeking a highly talented Director of Client Services to serve as the business leader in charge of all client-related services and support activities and provides leadership in the strategic oversight of the Client Services team while providing accountability for the company's strategic goals. Primary role is to provide direction to the planning, management, and oversight of retail client programs in order to drive the achievement of budgeted revenue and margin targets and grow the business through new value propositions, with and through a team of direct and indirect reports. Results will be obtained through effective planning, influence building, and use of resources. Take this opportunity to join North America's leading business solutions provider and build your career working with amazing people in a growing industry! Apply today! What we offer: * Full-Time Benefits (Medical, Dental, Vision, Life) * 401(k) with company match * Training and Career Development * Generous Paid Time-Off Responsibilities: * Align and prioritize tactical activities to support strategic sales plans; establish, monitor, and control costs that impact sales margins. * Target opportunities for growth, support the development of winning proposals and maintain opportunity momentum to expand client revenue. * Gather and monitor client intelligence, build client executive business relationships, and manage execution readiness and resource alignment. * Identify and articulate innovative sales practices; configure and align sales portfolios of team members for maximum effectiveness. * Observe team member behavior to identify strengths, weaknesses, and opportunities for improvement; leverage motivation as a key enabler of client performance. * Directly manages assigned direct reports; hires, retains, trains, coaches, guides, directs, develops and empowers direct reports using company-wide processes, tools, and resources. Qualifications: * Bachelor's Degree or equivalent experience is required; MBA Degree or equivalent job-related experience is preferred * 10+ years of general leadership experience in a sales environment, including full P&L responsibility (budgeting, forecasting, etc.) * 5+ years of direct sales management experience * Proven track record in sales * Previous experience managing 10+ direct reports * Experience working with major retail chains such as Best Buy, Wal-Mart, and/or experience in consumer package goods industry Job Will Remain Open Until Filled
    $93.1k-121k yearly Auto-Apply 1d ago
  • National Account Manager - Wholesale (Remote)

    ITG Brands 4.6company rating

    Greensboro, NC jobs

    **City** Remote **Role Type** Permanent **WHO WE ARE** ITG Brands is the third-largest tobacco company in the USA with offerings of some of the most well-known cigarette, cigar, and e-vapor brands. As a member of the globally recognized Imperial Brands PLC family, we are a forward-thinking partner with operational integrity. ITG Brands is committed to putting consumers at the center of what we do, while creating an innovative workplace where inclusion, creativity, and bold thinking drive progress. This empowers us to bring our true selves to work, to collaborate more effectively through showing our passion and being confident to bring new ideas to the table. We are not afraid to seize opportunities and make things happen - both individually and collaboratively. We strive to exceed expectations by seeing things differently and doing things differently. This truly is a place where we all share a challenger mindset which drives our success. **What You Will Do** - JOB SUMMARY Develops and leads a collaborative/strategic partnership with retail and wholesale customers across multiple fronts. Leads representation at the headquarters of these accounts and is responsible for development of strategic relationships, business plans and execution impacting performance across all accounts within the team portfolio. Focus of the role will be to elevate, increase in-person contact and connections with customer portfolio supported with virtual tools (Teams, Zoom, etc.) to elevate visibility to customer hierarchy. Emphasis placed on building strong collaborative relationships with our field sales organization to help enable execution, opportunity, issue resolution. - WHAT YOU WILL DO (This list is not exhaustive and may be supplemented as necessary by the Company) Customer Development: Engages with Sales leadership to share key channel, customer requirements, identify opportunities to leverage across the company. Leads customer development strategies, plans to support formal Joint Business Planning (JBP) processes across accounts. Own customer level contacts, partnerships, to include +2 levels above primary contact, which drive alignment between Company and customer key strategies. Own, implement total Customer Wiring approach to integrate the Company and customer holistically. Forms strategic partnership with customer management representing "One Company" across 3 business units. Customer HQ Selling, Execution Accountable for delivering assigned Sales KPI's, key Sales/Brand initiatives across strategic customer accounts. Identifies, pursues incremental opportunities to shape customer's current/future business practices to grow Company brand share while strengthening the Company as a preferred vendor partner. Sell, gain commitment to annual Joint Business Plan with customer so that they are aligned with company brands planning horizon to deliver on assigned Sales KPI's - volume, distribution, share, other key Brand initiative objectives at key accounts. Customizes, links company brand strategies, plans and key initiatives with customer's key strategies, tactical plans. Retail Store Support Measures enforces all requirements of our wholesale partnership agreements, so they are in compliance by retail stores. Deploys Wholesale execution guidelines, key objectives to Wholesale selling organizations to maximize in-store sales results. Ensures all pricing models/metrics are fully implement across wholesale product portfolio. Communication/Insights Coordinates communication between assigned customer/channel/company personnel. Solicits, reports customers/competitive insights to identify critical sales opportunities, provide solutions to senior leadership. Partners with other business areas to customize, align Category Leadership story, business drivers in all key selling materials. Business Planning Collaborates with key functional business stakeholders on key matters pertaining to their assigned strategic customers. Ensures superior customer service by leading monthly business reviews, customer visits, lead collaboration process with customers. Interacts with management regarding all aspects of customer business plans, address key issues, opportunities. Supports strategic customer inputs into company strategic planning process by scaling Channel/Customer JBP plans, opportunities, themes, sharing these internally for alignment, customization opportunities that shape marketing plans for next fiscal year. Influence Customer Marketing/Brand Marketing teams on initiative plan development, execution details to improve results. Talent Development Coach, lead, develop your peers, cross-functional partners. Support mentorship of peers and cross-functional partners to share knowledge, improve ways of working. Evaluates, consistently works on personal development plans to drive continuous improvement, growth. Performs other job-related duties as assigned. **Qualifications** - REQUIRED MINIMUM QUALIFICATIONS: Education and Experience: + High School Diploma/GED and 9+ years related work experience or Bachelor's degree in Business Administration or related field of study and 5+ years related work experience. + Experience with national or regional customer management within the broader consumer products industry. + Experience selling to broad channel base: Convenience, Mass, Grocery, Drug, Dollar/Discount, Club, Wholesale and/or Specialty Tobacco channels. + Internal Headquarters Relationship, Planning, and Operations experience. + Must be 21 years of age or older. + Must possess a valid driver's license issued from the state in which employed. Knowledge of: + Intermediate proficiency with Microsoft Office (Outlook, Word, Excel, & PowerPoint) and Microsoft Teams. Skilled in: + Verbal and written communication + Attention to detail + Problem/situation analysis + Effective time and task management + Multitasking capabilities + Flexibility and adaptability Ability to: + Communicate to a broad and diverse audience. + Maintain effective working relationships. + Demonstrate critical thinking. + Work with diverse populations and varying education levels. + Receive and communicate information orally and in writing. + Prioritize assignments, workload, and manage time accordingly. + Must be able to travel domestically 50%. - PREFERRED QUALIFICATIONS: Education and Experience: + 10+ years related work experience. + 5+ years direct supervision/managerial experience. **Work Environment and Physical Demand** + Requires moderate physical effort. Occasionally lifts or moves light objects (10-50 lbs.). + Reach and grasp objects / Hand eye coordination. + Able to stoop, bend, kneel, crouch, and/or crawl. + Walks, sits, or stands for extended periods. + Prolonged machine operation including vehicle, computer, and keyboard equipment. + Use of manual dexterity and fine motor skills. + Exposure to uncomfortable work environment due to extreme temperature, noise level, and other conditions including second-hand smoke and/or vape. + Work a fluctuating work schedule. This is intended to be generic in nature and describe the essential functions of the job. It is not necessarily an exhaustive list of all duties and responsibilities. The essential duties, functions and responsibilities, and overtime eligibility may vary based on the specific tasks assigned to the position. **What We Offer** - Competitive benefits package that includes medical/dental/vision/life insurance/disability plans - Dollar for dollar 401k match up to 6% and 5% annual company contribution - 15 Company-paid holidays - Generous paid time off - Employee recognition and discount programs - Education assistance - Employee referral bonus program - Hybrid workplace - remote / in office - Summer hours - Casual dress policy Monday through Friday **Applicant Information** This describes the essential functions of the job at the time the was created, but it is not an exhaustive list of tasks, duties and responsibilities. In addition, the position may evolve or change over time and such changes may not be reflected in the job description until it is next updated. **ITG Brands and ITG Cigars provides equal employment opportunities.** All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. If you have a concern about discrimination in the application or hiring process or you need an accommodation based on religion, disability or pregnancy in the application or hiring process, please contact us at ******************************* . **SHARE THIS JOB** The posting for the position for which you are applying highlights key aspects of the position only. It is not a complete description of the position. All candidates must consent to an independent investigation of their background, references, past employment, education, criminal record, and drug screening. Results of such background checks will be reviewed on a case-by-case basis, giving consideration to the nature of the information reported and its relevance to the specific job being sought before a decision is made using this information. ITG Brands and ITG Cigars provides equal employment opportunities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. If you have a concern about discrimination in the application or hiring process or you need an accommodation based on religion, disability or pregnancy in the application or hiring process, please contact us at ******************************* (Talen%74Acquisition%40%69t%67b%72ands.%63om) . We collect personal information from you in connection with your application for employment with ITG Brands or ITG Cigars. For more information, please see our Privacy Policy (****************************************** . If you are a job applicant from California, additional information can be found on our California Applicant Privacy Notice (******************************************************* . If you have questions, contact us atprivacy@itgbrands.com (priv%61%63y@i%74gb%72ands.co%6D) .
    $78k-104k yearly est. 4d ago
  • Surety Client Executive

    Epic Stores 4.5company rating

    Remote

    EPIC Insurance Brokers is looking for an experienced Surety Account Executive. This role will be remote with occasional travel to any our of EPIC offices. We will be considering candidates located within about one hour of driving distance to our offices: ********************************************* Position Summary: The Surety Account Executive serves as a key client-facing role within the Surety department. This professional is responsible for managing and growing a portfolio of surety clients, providing expert guidance on bonding solutions, and maintaining strong relationships with clients, carriers, and internal teams. Key Responsibilities: Client Relationship Management: Serve as the primary contact for clients regarding surety needs. Build and maintain strong, trust-based relationships with clients. Advise clients on complex surety matters and bonding strategies. Surety Program Development: Understand clients' business operations and financials to tailor bonding solutions. Analyze financial statements, credit reports, and project histories to assess bonding capacity. Coordinate market selection and negotiate terms with surety carriers. Marketing & Business Development: Assist producers in soliciting new surety business. Develop leads through industry networking, internal referrals, and market research. Participate in formal presentations to client decision-makers. Carrier Relations: Maintain effective relationships with surety carriers. Stay informed on industry trends, regulations, and available products. Ensure compliance with underwriting standards and carrier expectations. Internal Collaboration: Work closely with producers, client executives, and support staff. Mentor junior team members and contribute to a collaborative work environment. Coordinate servicing efforts to ensure high-quality client support. Qualifications: Bachelor's degree in Business, Finance, Accounting, or related field, preferred. Minimum of 10 years of experience in the surety or insurance industry is required. Strong understanding of surety products, underwriting principles, and financial analysis. Excellent communication, organizational, and problem-solving skills. Proficiency in Microsoft Office Suite; experience with Tinubu preferred. Property/Casualty license and relevant industry designations (e.g., AFSB) are a plus. Competencies: Client-focused with a commitment to delivering exceptional service. Critical thinking and analytical skills. Professionalism and reliability. Ability to manage multiple priorities and meet deadlines. Strong interpersonal and negotiation skills. This role is ideal for a highly motivated insurance professional who thrives in a fast-paced environment.. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Primary expert resource and first point of contact for clients, which includes research/analysis and handling of wide variety of client questions on coverage/eligibility, contractual issues, and government reporting compliance. Prepares endorsements per client requests. Prepares and provides resource, trend and legal update information to clients on on-going basis. Routine questions are delegated. • For new and renewal business, analyzes relevant client data (e.g., census/experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate and renewal information and obtaining quotes, strategizes with clients (typically senior-level executives and managers), makes recommendations to clients regarding coverage and exclusions; negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf). • Provides marketing and new business development support to producers, including preparing presentations and proposals, participating in meetings with prospective clients as part of team. • Conducts marketing and new business development for employee's book of business. • Delegates office administrative work to appropriate staff and oversees tasks. Business Growth • Lead account team for accounts in assigned book of business, coordinating the efforts of other team members (marketing, account management, employee benefits, branch management, claims, etc.) to produce, service and retain business; • May have a production goal. Production goals are subject to periodic adjustment by the Company. Service • Establishes and maintains primary, on-going business relationship with client and becomes first point of contact for all future client service needs; • Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues; • Interface with clients, producers and other team members to develop a comprehensive customer service plan; • Analyze census and market data to prepare insurance renewal options, meet with clients to strategize, and advise on best alternatives; • Negotiate with carriers on clients' behalf for best available premiums, commissions and coverage; • Handle or provide expert resource to clients regarding open enrollment meetings, including customized material preparation and communication; • Ensure expert knowledge is maintained and prepare resource information for clients to continually keep informed of benefit trends, State and Federal legislation, rules and regulations; Advise clients on government reporting compliance issues, as appropriate. Marketing • Preparation of Request for Proposal (RFP) for presentation to carriers (or marketing manager on large clients), including analysis of census, current and/or proposed benefit plan designs, market comparison data, and contribution strategies; • Negotiate with carriers for best available premiums, commissions and coverage; • Conduct sales presentations as part of team; • Analyze and provide client referrals to Sales Team for Employee Benefits and Private Client Departments. Personal and Organizational Development • Set priorities and manage workflow for self to ensure all goals are met; • Maintain cordial and effective relationships with clients, co-workers, carriers, vendors, and other business contacts; • Maintain up-to-date proposals, workflow logs, update all benefits information on agency management system, manuals or other required documentation and records; • Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company; • Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance; • Enjoy active participation in community organizations; • Project a professional image in action and appearance. SUPERVISORY RESPONSIBILITIES: • None KEY COMPETENCIES: • Full knowledge of commercial lines of coverage and services; • Demonstrated experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects; • Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher & Excel; • Strong attention to detail and time management abilities; • Strong ability to multi-task and assign priority; • Ability to work effectively and efficiently both with and without direct supervision; • Ability to work effectively and efficiently in a team environment as well as independently; • Strong interpersonal communication skills, both written and oral EDUCATION and/or EXPERIENCE: • High school diploma or G.E.D. equivalent required. College degree or equivalent experience required; • Ten or more years experience in mid-size brokerage or carrier working on middle-market accounts One year of direct supervisory experience required. • Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software. • Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. • Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: State Property & Casualty License required; Valid Driver's License required. COMPENSATION: The national average salary for this role is $150,000.00 - $200,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women's Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We're in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* #LI-LL1 #LI-Remote
    $150k-200k yearly Auto-Apply 8d ago
  • Client Manager (Transportation and Logistics Insurance)

    Epic Stores 4.5company rating

    Remote

    Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! LOCATION: Milwaukee, WI, remote. 1 x a month Travel to Chicago office. WHAT YOU'LL DO: A detailed list of job duties includes (but is not limited to): 3+ years Insurance Client Management, logistics industry preferred. Client Relationship Management: Serve as the primary point of contact for clients, fostering strong relationships and ensuring satisfaction. Policy Renewals & Negotiations: Handle client renewals, market policies, and negotiate pricing and conditions with underwriters to secure optimal coverage. Cross-Selling & Business Development: Identify opportunities to cross-sell additional insurance products and expand business within existing accounts. Marketing Coordination: Collaborate with the marketing team to develop and distribute promotional materials that enhance client engagement. Operational Collaboration: Work closely with the operations team to streamline processes and ensure seamless service delivery. COMPENSATION: The national average salary for this role is $85,000.00 - $95,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women's Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We're in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* #LI-TM1
    $85k-95k yearly Auto-Apply 15d ago
  • Client Relationship Lead - Beverly Hills

    Neiman Marcus 4.5company rating

    Beverly Hills, CA jobs

    Inclusive Benefits We offer an inclusive and comprehensive range of benefits to our valued associates, including: Medical, Dental, Vision Benefits Disability Benefits Paid Parental Leave, Paid Family Leave, and Adoption Support Paid Time Off Retirement Savings Plan (401K) and Life Insurance Financial Solutions NMG Associates Core Discount of 30% Personal and Professional Development Opportunities For more information, please click “Our Benefits” section on our career site or reference the link here: https\://********************************** About Neiman Marcus Group Our legacy of innovation and culture of Belonging guide our roadmap for Revolutionizing Luxury Experiences. As a female-founded, female-majority organization that outpaces the U.S. population in racial and ethnic diversity, our people are at the heart of our progress, and we take great care to protect and empower them. We are committed to equal employment opportunity regardless of race, color, religion, sex, pregnancy, sexual orientation, gender identity and/or expression, marital status, age, national origin, disability, genetic information, veteran status, or any other status protected by federal, state, or local law. We are committed to providing reasonable accommodations during our Talent Acquisition process. If you have a disability and need assistance or an accommodation, please email us at *********************************. Neiman Marcus Group is a relationship business that leads with love in everything we do-for our customers, associates, brand partners, and communities. Our legacy of innovating and our culture of Belonging guide our roadmap for Revolutionizing Luxury Experiences. Our brands include Neiman Marcus and Bergdorf Goodman. Your Role As our Client Relationship Lead you will create and support growth strategies for targeted client segments at the store level, enabling associates to cultivate relationships with clients of the Neiman Marcus brand. You will work onsite in your assigned store and report to the store General Manager. What You'll Do Cultivate relationships with all client segments within the store/market Develop and decide the best practices to deploy to achieve Client Development KPIs in Store or Market in collaboration with Brand Experience Guide all Client Development-specific initiatives in store in partnership with Client Development Market Manager and Store Leadership Team Leverage digital tools as an important enabler to deepen and build relationships Identify opportunities to deepen relationships with top clients for Private Client Relations (PCR) programs and experiences Assist and partners with Brand Experience coordinating in-store experiences (e.g., Fitting Room Experience, events) What You Bring 2-4 years of experience, luxury retail fashion experience Ability to establish close working relationships Microsoft Office Suite proficient Associate will work a flexible schedule Certain roles may require standing, bending, climbing stairs, and lifting and carrying up to 10 pounds
    $103k-140k yearly est. Auto-Apply 60d+ ago
  • Client Executive, Employee Benefits

    Epic Stores 4.5company rating

    Remote

    To be considered for this role, you must reside in the Seattle, WA metropolitan area. Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! LOCATION: This position will initially be remote then will transition to hybrid working in our Seattle office. This position serves as the primary service contact for the client and acts as the liaison with the carriers and vendors. Primarily responsible for open enrollment coordination. Works closely with account team to ensure client expectations are met. ESSENTIAL DUTIES AND RESPONSIBILITIES: Complete and present strategic business plans to clients. Ensure that all service commitments are met. Oversee the production, delivery and accuracy of contracts, benefit summaries Communicate to employees and/or administrators about their plan benefits Evaluate bid results and determine recommendations for clients Review renewal actions and discuss/negotiate with carriers Resolve client billing, claims and eligibility issues. Coordinate client open enrollment. Responsible for new case installation. Coordinate training sessions for clients with carriers and vendors. Work with the underwriting team on all marketing analysis and client presentations. Document all client activity in corporate database. Other duties as assigned. COMPETENCIES: QUALITY OF WORK - Work is accurate, thorough and neat. Is attentive to details and demonstrates effective organizational skills. PRODUCTIVITY - Able to effectively handle the volume of work required for the position without sacrificing accuracy or timeliness. Efficiently manages multiple tasks and priorities. RELIABILITY - Consistently meets deadlines, follows-up to ensure tasks are thoroughly completed and can be counted on to meet commitments. CONTINUOUS IMPROVEMENT - Understands what needs to be accomplished and seeks opportunities to improve own or departmental work processes and to better utilize technology. INITIATIVE - Identifies new and/or additional tasks and duties. Is able to work independently, prioritize, and takes ownership. Knows when to ask questions and request help. INTERPERSONAL RELATIONSHIPS - Develops and maintains strong, supportive relationships both internally and externally. Is cooperative, professional and positive in all interactions. COMMUNICATION SKILLS - Communicates clearly and accurately using written, verbal and electronic methods. ADAPTABILITY/FLEXIBILITY - Effectively handles changes and/or interruptions and demonstrates a willingness to adapt to new situations, priorities and tasks. Able to adjust approaches to reach a desired outcome. BALANCE - Effectively manages personal feelings and emotions, especially in situations involving crises or conflicts. Functions in a controlled manner when under stress. ATTITUDE - Exhibits an attitude which is positive, open to new ideas, and committed to achieving the desired results. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. REQUIRED: WA Life and Health License. 3+ years' experience in employee benefits industry. Proficient in Microsoft Office programs. This position may require routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. If required, acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of this position. PREFERRED: Four-year college degree. COMPENSATION: The national average salary for this role is $125,000.00 - $135,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Quarterly employee recognition program for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women's Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We're in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* #LI-MS2 #LI-Hybrid
    $125k-135k yearly Auto-Apply 22d ago
  • Client Partnerships Manager

    Hive 4.0company rating

    San Francisco, CA jobs

    Hive has raised over $120M in capital from leading investors, including General Catalyst, 8VC, Glynn Capital, Bain & Company, Visa Ventures, and others. We have over 250 employees globally in our San Francisco, Seattle, and Delhi offices. Please reach out if you are interested in joining the future of AI! Client Partnerships Manager Role Hive is looking for a strong leader to provide direction, oversight, and management of client partnerships across the board. As a client partnerships manager at Hive, you will work closely with our executive team to support the growth of our business, including working directly with some of our largest clients and partners as well as management of a team of analysts to support business development and client success efforts. Our ideal candidate has strong generalist skills and a proven background of leadership. They are able to step into any role and help out with any project as needed. A passion for startups and AI is a must.Responsibilities Lead the solution design, project delivery, and customer success of high profile enterprise client projects, in partnership with the executive team, in collaboration with engineering / product teams, and with oversight of a 2-3 person business analyst team Collaborate with our largest clients and partners to support business development and project delivery efforts (i.e. client-facing role with some of our largest enterprise clients) Lead the development of business cases for new Hive products and initiatives Actively look for ways to improve upon and optimize existing procedures, systems, and processes Act as a generalist in getting anything and everything done to help the company grow; anticipate challenges, react promptly and calmly to necessary changes, and ease our growing pains Maintain awareness of industry best practices for data maintenance handling as it relates to your role Adhere to policies, guidelines and procedures pertaining to the protection of information assets Report actual or suspected security and/or policy violations/breaches to an appropriate authority Requirements Bachelor's degree Preferred: You have at least 5 years of total work experience including at least 3-5 years of experience at a top management consulting firm Excellent written and verbal communication skills Demonstrated success in a competitive environment Highly self-motivated and ambitious in achieving goals Strong team player, but can work and execute independently Driven; no one needs to push you to excel, that's just who you are Hungry to learn and actively look for opportunities to contribute Highly organized and detail-oriented; can handle multiple projects and dynamic priorities without missing a beat Who We Are We are a group of ambitious individuals who are passionate about creating a revolutionary AI company. At Hive, you will have a steep learning curve and an opportunity to contribute to one of the fastest growing AI start-ups in San Francisco. The work you do here will have a noticeable and direct impact on the development of the company. Thank you for your interest in Hive and we hope to meet you soon! The current expected base salary for this position ranges from $90,000 - $160,000. Actual compensation may vary depending on a number of factors, including a candidate's qualifications, skills, competencies and experience, and location. Base pay is one part of the total compensation package that is provided to compensate and recognize employees for their work; stock options may be offered in addition to the range provided here.We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
    $90k-160k yearly Auto-Apply 60d+ ago
  • Insurance Client Manager (P&C)

    Epic Brokers 4.5company rating

    Indiana jobs

    Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! LOCATION: Indiana (Any Epic office location) and St Louis, Missouri -Hybrid 3 days a week in the office JOB OVERVIEW: The Commercial Client Manager is a client-facing insurance professional responsible for managing the full lifecycle of commercial accounts, from renewal strategy to policy servicing. This role requires strong technical knowledge, attention to detail, and the ability to collaborate with clients, carriers, and internal teams to deliver exceptional service and coverage solutions. WHAT YOU'LL DO: Renewals & Marketing Manage the renewal process from start to close, including expirations and renewal start procedures. Attend pre-renewal meetings to discuss exposures and strategy. If remarketing, prepare complete submission for Placement team with assistance from data management. Prepare and finalize renewal proposals, ensuring alignment with quoted terms. Bind coverage within company guidelines and verify policy accuracy. Complete final policy check signoff and deliver policy documents. Client Service & Support Respond promptly to client inquiries, including miscellaneous requests and coverage questions. Process endorsements, change requests, cancellations, and audits. Handle billing, accounting, collections, and carrier discrepancies. Prepare finance agreements using Ecomplete and file documentation. Audit processing, including review, disputes, and communications. Respond to client inquiries and service needs if Client Executive is unavailable. Documentation & Compliance Set up and maintain Cert Master COIs, EPIs, Group Code Keys, and Cert Help Files. Ensure COI, EOP compliance; meet and resolve lender requirements. Prepare and deliver schedules of insurance. Maintain accurate and complete files on all policies and updates in the system. Coverage Strategy & Account Rounding Provide coverage recommendations and identify opportunities for account rounding. Assist with retention of renewing accounts and identify cross-selling opportunities. Serve as a resource for internal teams on processes, procedures, and insurance knowledge. WHAT YOU'LL BRING: Minimum of 5 years of mid-to-large commercial account management experience. Proficiency in Microsoft Office and agency management systems (Sagitta, ImageRight preferred). Strong customer service and communication skills. Detail-oriented, organized, and deadline-driven. Ability to work independently and collaboratively in a fast-paced environment. High school diploma or equivalent; Bachelor's degree preferred. Valid Indiana Property & Casualty license or willingness to obtain within 90 days Advanced insurance designation required (AAI or CIC). COMPENSATION: The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Quarterly employee recognition program for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women's Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We're in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: *********************************************** EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. #LI-SG1 #LI-Hybrid
    $81k-128k yearly est. Auto-Apply 60d ago
  • Assistant Client Manager

    Epic Brokers 4.5company rating

    Carmel, IN jobs

    Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” - people who know what they want and aren't afraid to make it happen Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide With locations spread out across the US, our local market knowledge and industry expertise helps support our clients' regional and global needs We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees Our core values are: Owner mindset, Inspire trust, Think big, and Drive results If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! LOCATION: Any Indiana office -Hybrid 3 days a week WHAT YOU'LL DO: You will find EPIC to be a fast‐paced and fun environment and a workplace in which you truly can make a difference. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. • Enthusiasm and zest for your learning experience • Strong verbal and written communication skills • Interpersonal Skills - enjoy working with people • Service Oriented • Willingness to learn and take direction from others You will be involved in various activities including lunch and learns, external workshops relevant to communication, time management, business etiquette skills as well as insurance operations training. There are core duties listed below where a designated mentor will be assigned to further develop Account Assistant's knowledge of insurance, finance, sales and marketing. Overall Duties Include: • Certificate Requests • Follow up on Notices of Cancellation • Auto ID Card Issuance • Policy Change Requests • Check Mailbox Daily • Online Rating for Small Business • Follow up for Renewal Policy Issuance • Renewal Proposals • Binders • Invoicing • Process Audits • Post Documents to EPIC Portal • Update Sagitta • Obtain Loss Runs • Policy Checklists • Run M&S Reports • Obtain Premium Finance Quotes • Run MVRs • Paperless Filing • Obtain Loss Runs • Create Loss Summary Tracking • Prepare Acord Applications Service • Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of client accounts in a timely and accurate manner • Responsible for timely, accurate invoicing and monthly expirations; • Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity • Other duties may be assigned. Personal and Organizational Responsibilities • Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities • Maintain cordial and effective relations with clients, co‐workers, carriers, wholesalers, vendors, and other business contacts • Maintain up‐to‐date proposals, insurance summaries, workflow logs, manuals or other required documentation and records • Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company. • Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance • Other duties may be assigned. WHAT YOULL BRING: • Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports and business correspondence. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. MATHEMATICAL SKILLS • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. Ability to apply concepts of basic algebra. REASONING ABILITY • Ability to solve practical problems and deal with a variety of concrete variable in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. • College Degree • Must obtain California Property and Casualty license within 90 days of date of hire • Proficiency with a variety of Microsoft Office computer software applications in word processing, spreadsheets, database, and presentation software. • Must be able to work in a fast‐paced environment with demonstrated ability to juggle multiple competing tasks and demands. • Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. COMPENSATION: The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women's Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We're in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-SG1 #LI-Hybrid
    $81k-128k yearly est. Auto-Apply 34d ago
  • Insurance Client Manager (Transportation and Logistics- P&C License)

    Epic Brokers 4.5company rating

    Chicago, IL jobs

    Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! LOCATION: Chicago ( Hybrid) WHAT YOU'LL DO: A detailed list of job duties includes (but is not limited to): 3+ years Insurance Client Management, logistics industry preferred. Client Relationship Management: Serve as the primary point of contact for clients, fostering strong relationships and ensuring satisfaction. Policy Renewals & Negotiations: Handle client renewals, market policies, and negotiate pricing and conditions with underwriters to secure optimal coverage. Cross-Selling & Business Development: Identify opportunities to cross-sell additional insurance products and expand business within existing accounts. Marketing Coordination: Collaborate with the marketing team to develop and distribute promotional materials that enhance client engagement. Operational Collaboration: Work closely with the operations team to streamline processes and ensure seamless service delivery. COMPENSATION: The national average salary for this role is $85,000.00 - $95,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women's Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We're in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* #LI-Hybrid #LI-TM1
    $85k-95k yearly Auto-Apply 60d+ ago
  • Client Manager (Transportation and Logistics Insurance)

    Epic Brokers 4.5company rating

    Clive, IA jobs

    Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! LOCATION: Clive/Des Moine remote. 1 x a month Travel to Chicago office. WHAT YOU'LL DO: A detailed list of job duties includes (but is not limited to): 3+ years Insurance Client Management, logistics industry preferred. Client Relationship Management: Serve as the primary point of contact for clients, fostering strong relationships and ensuring satisfaction. Policy Renewals & Negotiations: Handle client renewals, market policies, and negotiate pricing and conditions with underwriters to secure optimal coverage. Cross-Selling & Business Development: Identify opportunities to cross-sell additional insurance products and expand business within existing accounts. Marketing Coordination: Collaborate with the marketing team to develop and distribute promotional materials that enhance client engagement. Operational Collaboration: Work closely with the operations team to streamline processes and ensure seamless service delivery. COMPENSATION: The national average salary for this role is $85,000.00 - $95,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women's Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We're in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* #LI-TM1
    $85k-95k yearly Auto-Apply 14d ago
  • Account Executive / B2B Partnerships Manager

    Jiffy 4.1company rating

    Irvine, CA jobs

    Job Description We're Jiffy! We launched over a decade ago with a simple mission: use technology to combine an unparalleled level of customer service with the fastest delivery in the blank apparel, direct-to-film transfer, and custom apparel industry. We're more than a T-Shirt company; we're a support system for the creator economy, home hobbyist, the small business owner, and more. Today, we help millions of small businesses and customers build their vision from scratch! As B2B Partnerships Manager, you will be responsible for sourcing, building, and scaling relationships with Jiffy's highest value customers. You will manage inbound opportunities and own the execution of outbound strategy to drive profitable growth, deepen our existing customer relationships, and unlock new promotional product distributor opportunities. This role reports directly to Jiffy's Chief of Staff and Head of Partnerships and requires a self-starter mentality, high EQ, exceptional communication skills, and ability to work cross-functionally to execute partnerships that align with Jiffy's business goals. You can expect a rapid-pace environment where we scale week over week - pivoting our strategy consistently to match where market demand lives. Key Responsibilities Drive outbound campaigns that source net new mid-market customers to Jiffy's pipeline Serve as a white glove service to these customers: build orders for them, map out business growth plans, and help with connection to Jiffy design services. Liaise with your book of business as a point of contact for any logistical or claims-related issues. Work cross-functionally with operations and customer service teams to resolve any of these issues for our top customers. Prioritize inbound opportunities - the hottest leads to drive immediate revenue and profit impact. Depending on scale, craft together unique operational fulfillment solutions to close the deal. Negotiate complex partnership agreements with larger promotional product distributors and ensure that all terms are met by both parties. Monitor, analyze, and report on the performance of your partnerships - including the tracking of key metrics and performance indicators to identify areas of opportunity and areas for improvement. Leverage AI to identify learnings from your conversations with customers. Identify product opportunities, areas of need, or offers that we should focus on as part of our roadmap. Requirements Basic Qualifications Bachelor's degree 3+ years of direct experience building pipelines and managing relationships with high volume SMB or Mid-Market accounts. Proven track record of scaling pipeline and surpassing set targets. Strong understanding of the DTC e-commerce industry and the customer types that make up that category. Exceptional communication and negotiation skills (experience engaging C-level executives a plus). An ambitious self starter that can take a vague overview, set firm strategy, and deliver results. Confident living in the data - can work through large datasets, segment customer types, and identify signals that lead to stronger campaign performance. Experience with Apollo, Hunter, or other outbounding sales tools. Power user in Hubspot or similar CRMs. Preferred Qualifications Experience working in a rapid-scale startup selling CPG or DTC e-commerce product into B2B avenues. Experience in the promotional product distributor category - with a core understanding of scaled enterprise relationships and the delivery of high quality products to match that standard. Benefits Location: This position is required to be onsite in Irvine CA Compensation: $85k Base, + commission What We Offer Compensation & Growth: Competitive salary, equity opportunities, and performance-based bonuses. Comprehensive Benefits: Full medical, dental, and vision coverage, with a portion of premiums paid by Jiffy. Retirement Planning: 401(k) Wellness Support: Annual wellness benefits to help you stay healthy and balanced. Tools for Success: Choice of MacBook or PC laptop, plus equipment for your home office setup. Perks & Extras: Annual credit of $200 to use on our website plus more team merch drops than you will know what to do with! Professional Development: Annual stipend to support your learning and career growth EEO Jiffy is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristics. Jiffy considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Jiffy is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures.
    $85k yearly 8d ago

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