Client Manager jobs at AmWINS Group

Corestream is seeking a Client Executive to own the overall client-facing relationship with a book of enterprise-level customers. You will be the client's go-to Corestream contact for ongoing account strategy, support, and growth through adding new products, driving user engagement, managing support issues, and providing comprehensive reporting. You will serve as a strategic partner to clients by sharing industry knowledge and trends while also providing recommendations on additional products, services, and strategy to help them create a top tier benefits program. You will also actively triage issues to bring them quickly to resolution, leveraging Corestream's internal support teams, as well as our broker and provider partners. Your primary business tools will be Microsoft Office, Salesforce, Power BI and more. Prior experience in the Employee Benefits space is an added plus, but if you are a driven, scrapy, customer-centric individual with a growth mindset, read on… Location: Corestream is headquartered in Tampa, FL, but this is a remote opportunity! Responsibilities: * Manage the day-to-day aspects of our existing client relationships including ongoing strategy conversations, adding new products to the platform, and increasing user engagement, as well as triaging issues and providing/analyzing reports for clients * Work closely with external partners including carriers/providers, brokers, and technology partners to ensure white-glove client experience * Manage Client and Broker escalations, leveraging Customer Care and Client Operations teams as needed to resolve all issues * Serve as the main communication liaison between the Client and internal Corestream stakeholders * Assist clients in open enrollment planning, as well as benefit fairs coordination and attendance * Account planning is critical, including thinking strategically about each account, determining where the areas for growth are, and executing on these initiatives Recipe for Success: * 5+ years' experience in an account management or client sales role, managing and/or selling into a sizeable book of business * Prior experience in a role that prioritizes sales + account growth, cross-functional team collaboration & white-glove client support * A self-starting attitude with sales chops and the ability to identify and act on opportunities and manage them through the sales, implementation, and launch processes * Ability to form strong personal relationships with clients while maintaining a positive attitude with all stakeholders (clients, vendors, peers) even in difficult situations * Balancing attention to detail with swift execution when triaging issues * Proficiency with multiple online tools (in particular Salesforce, PowerBI, Excel and other Microsoft Office tools) * Willingness to travel for face-to-face client meetings and benefit fairs Cherries on Top * Experience with employee benefits (voluntary benefits would be a double cherry!) * Experience at a technology company (benefits technology would also be a double cherry!) About Us Corestream is a fast-growing, cutting-edge financial and benefits technology company. We are an industry leader in the delivery of Voluntary Benefits; our proprietary software is the engine for large, Fortune-500 companies to easily and cost-effectively offer unlimited Voluntary Benefits to its employees through payroll deduction. We have a driven, flexible, and fun team and offer competitive compensation and benefit packages. Although we are over ten years old, we still have a "start-up" culture and when we are in the office we have a casual dress code, free snacks and beverages, and Wednesday lunches are on the house. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job DescriptionDescription: WHO WE ARE C3 is different and we like it that way. Our mission is to bring color and a fresh perspective. Our vision is to create peace of mind. At C3, our Client Executives act as thought leaders within our organization, demonstrating qualities C3 leadership wants to perpetuate in others, and that others aspire to. Our Client Executives lead service teams comprised of the different roles required to provide the exemplary service that sets C3 apart from our competitors. WHO YOU NEED TO BE You are the best of the best. Your producers and clients love you and you know how to keep them delighted! You hold an active unrestricted Property & Casualty Brokers License, 10 years of industry experience, with a minimum of 5+ years' experience in a Client Manager or Client Advisor role. Clients gravitate to you… when you present proposals and lead or participate in meetings, clients lean in and care about what you have to say. You have the needed leadership skills, expertise, and experience to lead a team of service professionals in ensuring the best client experience for new and renewal marketing, placement, and policy delivery. You know that quality is key, and your attention to detail is one of your best traits, along with being well organized, proficient at math skills, critical thinking, and having great written and oral communication skills. Technology is your friend- you usually know all the shortcuts, and what you don't know, you learn quickly. You know that attitude is everything. You come to work ready to be a team player every day, even if that means having to step up to other duties from time to time. The ability to multi-task is your friend. If you have a bachelor's degree and/or Insurance Designation that's a plus in your favor! THE JOB A Client Executive contributes to C3's success by being a technical resource to create consistency and technical expertise for the Property & Casualty Department. They are responsible for an assigned book of business. In addition to performing the following tasks: Model the C3 culture to service teams through demonstration of company values, mission, and vision. Provide guidance to team on coverage, process adherence, and quality standards. Guide team members in meeting internal Key Performance Indicators, monitoring results, and reporting on SLA's and KPI's monthly, quarterly, and annually. Monitor service level adherence based on client segment to include the following activities: Meet regularly with Producers to update, advise, and inform. Coordinate all activities on accounts. Complete and/or review new and renewal proposals. Participate and/or lead in all meetings with clients. Prepare and present pre-renewal strategy documents. Provide support and develop strong client relationships. Participate in client claims reviews, consult, and follow up on related claims and coverage matters as needed. Participate in new business development and presentations. Manage all facets of the renewal process: Initiate client contact and orchestrate renewal strategy meetings. Coordinate early renewal negotiations with incumbent carriers. Oversee the process of preparing and updating specifications. Pursue opportunities to round out existing client insurance programs with additional and/or increased lines of coverage Coordinate coverage placement through marketing efforts and provide direction to the service team Review all quotes and manage coverage comparisons and rate negotiations Prepare and deliver proposals. Prepare all binding instructions to carriers. Manage Expiration Lists Establish and consistently maintain effective and positive working relationships with all associates and clients. Ability to prioritize tasks, set and achieve goals, think logically in solving problems, and present results neatly, with clarity and precision in both oral and written format. Ability to present complicated information to a variety of interest groups in a clear and unambiguous way, connecting with the group in terms of style and content. Has a deep understanding of the P&C marketplace and is able to underwrite and market accounts providing competitive insurance solutions to our clients. Stay up to date on industry trends and changes including state and governmental regulations. Participate in continuing education and industry events. Support carrier relationships and build contacts through industry partnerships and associations. Maintain confidentiality in review of client's financial documents to include financials, credit information, business plans and contracts. Maintain files and documentation of communication following company policy and professional standards outlined by the Department of Insurance. Adherence to the stated expectations of the C3's Quality Management Program. May also be a Team Lead over a team or department. Team Lead duties include preparing and delivering performance reviews and compliance with C3's Performance Improvement Process. Perform other responsibilities and duties as needed. THE FINE PRINT Work Environment & Physical Demands You must be able to use a keyboard and other office equipment. Willing to attend industry events and travel to client's sites required, with occasional overnight stays on out-of-state site visits. C3 is an equal opportunity employer. At C3 Risk & Insurance Services, we offer: Competitive salary 100% employer-paid benefits 401K match Opportunities for growth Flexible working schedules Unlimited PTO to support work/life balance (with a two-week minimum) Fun atmosphere No micromanagement Opportunity to work from home/remote The applicable base salary range for this role is $145,000 to $175,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. Requirements:

As the Enterprise Client Executive you will be challenged to manage contracts and relationships with select IDN's for all of Philips Healthcare Products. Your role: * You will be working strategically at the C-Level and working cross-functionally with the internal Philips sales team * Act as the single point of contact to drive strategy with a key IDN account. * Solidifying the Trusted Advisor Role by providing market insights on industry trends, competitive landscape information, healthcare legislation information that assists the Account in reaching it's goals. * Leveraging the Business and Partnership relationship to retain and build toward a full Philips solution and product portfolio standardization. * Identifying a strong funnel of growth potential by analyzing contract status, standardization plan, evaluating current contracts, products, needs, care gaps install base, and construction strategies to leverage into deal strategies. * Acting as single point of contact for Tier 1, 2 IDN HQ accounts and own Executive level relationships. * Communicating, aligning and driving the team to execute on the Account strategy. * Maintaining account funnel, forecast and AOP performance. * Coaching the sales team to meet and manage customer expectations throughout the sales process. You're the right fit if you have the following: * Four-year college degree or equivalent preferred and a minimum of 8 years of Field Sales experience required (Experience with C-Level and IDNs required) * Experience leading account teams and selling to accounts that can produce large sales volumes and/or market share growth preferred * Experience selling into accounts that are characterized by a complex sales cycle with multiple decision makers * The ability to engage the customer and draw them into meaningful, in-depth conversations and educate the customer about industry trends and business issues * You must be able to successfully perform the following minimum Physical, Cognitive and Environmental job requirements with or without accommodation for this Sales position. How we work together We believe that we are better together than apart. For our office-based teams, this means working in-person at least 3 days per week. Onsite roles require full-time presence in the company's facilities. Field roles are most effectively done outside of the company's main facilities, generally at the customers' or suppliers' locations. This is a field role in the Greater Chicago market. About Philips We are a health technology company. We built our entire company around the belief that every human matters, and we won't stop until everybody everywhere has access to the quality healthcare that we all deserve. Do the work of your life to help improve the lives of others. * Learn more about our business. * Discover our rich and exciting history. * Learn more about our purpose. * Learn more about our culture. Philips Transparency Details Total Target Earnings is composed of base salary + target incentive. At 85% to 120% performance achievement, the Target Earning potential is $265,000 to $300,000, annually. Total compensation may be higher or lower dependent upon individual performance. Target Earnings pay is only one component of the Philips Total Rewards compensation package, which includes a generous PTO, 401k (up to 7% match), HSA (with company contribution), stock purchase plan, education reimbursement and much more. Details about our benefits can be found here. Additional Information US work authorization is a precondition of employment. The company will not consider candidates who require sponsorship for a work-authorized visa, now or in the future. Company relocation benefits will not be provided for this position. For this position, you must reside in or within commuting distance to the Greater Chicago market. #LI-FIELD This requisition is expected to stay active for 45 days but may close earlier if a successful candidate is selected or business necessity dictates. Interested candidates are encouraged to apply as soon as possible to ensure consideration. Philips is an Equal Employment and Opportunity Employer including Disability/Vets and maintains a drug-free workplace.

As the Enterprise Client Executive you will be challenged to manage contracts and relationships with select IDN's for all of Philips Healthcare Products. Your role: * You will be working strategically at the C-Level and working cross-functionally with the internal Philips sales team * Act as the single point of contact to drive strategy with a key IDN account. * Solidifying the Trusted Advisor Role by providing market insights on industry trends, competitive landscape information, healthcare legislation information that assists the Account in reaching it's goals. * Leveraging the Business and Partnership relationship to retain and build toward a full Philips solution and product portfolio standardization. * Identifying a strong funnel of growth potential by analyzing contract status, standardization plan, evaluating current contracts, products, needs, care gaps install base, and construction strategies to leverage into deal strategies. * Acting as single point of contact for Tier 1, 2 IDN HQ accounts and own Executive level relationships. * Communicating, aligning and driving the team to execute on the Account strategy. * Maintaining account funnel, forecast and AOP performance. * Coaching the sales team to meet and manage customer expectations throughout the sales process. You're the right fit if you have the following: * Four-year college degree or equivalent preferred and a minimum of 8 years of Field Sales experience required (Experience with C-Level and IDNs required) * Experience leading account teams and selling to accounts that can produce large sales volumes and/or market share growth preferred * Experience selling into accounts that are characterized by a complex sales cycle with multiple decision makers * The ability to engage the customer and draw them into meaningful, in-depth conversations and educate the customer about industry trends and business issues * You must be able to successfully perform the following minimum Physical, Cognitive and Environmental job requirements with or without accommodation for this Sales position. How we work together We believe that we are better together than apart. For our office-based teams, this means working in-person at least 3 days per week. Onsite roles require full-time presence in the company's facilities. Field roles are most effectively done outside of the company's main facilities, generally at the customers' or suppliers' locations. This is a field role in the Greater Chicago market. About Philips We are a health technology company. We built our entire company around the belief that every human matters, and we won't stop until everybody everywhere has access to the quality healthcare that we all deserve. Do the work of your life to help improve the lives of others. * Learn more about our business. * Discover our rich and exciting history. * Learn more about our purpose. * Learn more about our culture. Philips Transparency Details Total Target Earnings is composed of base salary + target incentive. At 85% to 120% performance achievement, the Target Earning potential is $265,000 to $300,000, annually. Total compensation may be higher or lower dependent upon individual performance. Target Earnings pay is only one component of the Philips Total Rewards compensation package, which includes a generous PTO, 401k (up to 7% match), HSA (with company contribution), stock purchase plan, education reimbursement and much more. Details about our benefits can be found here. Additional Information US work authorization is a precondition of employment. The company will not consider candidates who require sponsorship for a work-authorized visa, now or in the future. Company relocation benefits will not be provided for this position. For this position, you must reside in or within commuting distance to the Greater Chicago market. #LI-FIELD This requisition is expected to stay active for 45 days but may close earlier if a successful candidate is selected or business necessity dictates. Interested candidates are encouraged to apply as soon as possible to ensure consideration. Philips is an Equal Employment and Opportunity Employer including Disability/Vets and maintains a drug-free workplace.

EPIC Insurance Brokers is looking for an experienced Surety Account Executive. This role will be a hybrid position and we are open to hiring candidates local to either our Sothern California or Texas offices. 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 5 years of experience in the surety or insurance industry. * 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-Hybrid

EPIC Insurance Brokers is looking for an experienced Surety Account Executive. This role will be a hybrid position and we are open to hiring candidates local to either our Sothern California or Texas offices. 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 5 years of experience in the surety or insurance industry. * 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-Hybrid

Working at RCM&D and Unison Risk Solutions is ideal for those seeking a challenging, rewarding and upwardly mobile career in risk management, insurance and employee benefits. Dedicated to fostering their continued success and growth, we are deeply invested in our employees. Job Summary RCM&D is currently searching for a Client Executive in our Healthcare department. The successful candidate will participate in business development opportunities, working with the Sales Executives. Additionally, the Client Executive will actively be involved in market-building activities, such as participation in industry groups and speaking engagements. Essential Functions Maintain and grow a designated book of business as outlined in individual incentive plans; accountable for growth, retention, and client satisfaction for that book of business. Meet personal new business goals as set forth by Client Service Team Leader and Division Director. Develop a thorough understanding of client businesses, their policies, practices, and industries. Understand and guide clients through the initial objective-setting process. Produce new business on a regular basis that generates revenue to meet the annual goals of the department. Interpret technical findings and communicate them to clients in reports and presentations. Review all program calculations and reports for accuracy prior to client delivery. Extract information and draw conclusions from carrier data and claim reports to interpret trends and anticipate potential problems for clients. Assist clients with plan design, funding, administration, and communications consulting. Assess client needs and questions and review options with clients, making sound recommendations on a day-to-day basis. Manage the client cycle and monitor timeframes and renewal deadlines. Plan and conduct annual stewardship meetings. Retain and develops account by making recommendations regarding the risk to the customer for the most cost effective and proper insurance coverage, preparing proposals, evaluating and recommending other lines, and providing additional resources for the client, as needed. Review policy coverages and identify cross-selling and additional revenue opportunities. Keep abreast of new sales programs. Attend company-sponsored seminars and educational sessions to maintain product knowledge and underwriting expertise. Maintain client files on EPIC system and use EPIC to perform all transactions. Additional job duties as assigned. Minimum Education/Abilities/Skills Bachelor's Degree in Business, Risk Management, Analytics or other related field is preferred; high school diploma or GED, in concert with industry experience, in lieu of an associate's or bachelor's degree is necessary. 7+ years' experience handling large accounts at a high level of responsibility. Exercises sound judgment and exhibits a strong critical thought process to make good decisions, despite time constraints. Excellent working knowledge of EPIC agency management system and of underwriting requirements of carriers as well as policy provisions and policy changes. Possesses strong oral and written communication skills; communicates effectively with customers and insurance companies. Possesses excellent organizational skills and strong financial analysis acumen. Able to work collaboratively with internal and external stakeholders, be a team player and exhibit a positive attitude. Exhibits solid time management skills; able to work under pressure to meet deadlines and deliverables, and is highly responsive to internal and external stakeholders' needs and requests. Additional Qualifications Possess appropriate, jurisdictional licenses Experience with Applied EPIC desired but not required Bachelor's degree in business or other related field is preferred. RCM&D, a Unison Risk Advisors company and founding member of Assurex Global, is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. Finding and cultivating talent is a hallmark of our organization. RCM&D looks for the best and brightest risk management, insurance and employee benefits professionals to join our firm. As a growing and vibrant business, we also recruit savvy marketing, sales, finance, human resources, technology and administrative colleagues to manage and operate our business.

Company:Marsh McLennan AgencyDescription: Client Executive, Business Insurance Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Executive at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Client Executive on the Business Insurance team, you will work with and may lead the Account Team to service, grow, and retain an existing commercial book of business. This includes the ability to make decisions and manage workload so that the day-to-day service needs of our clients are met by the account team within a busy deadline-driven environment. The Client Executive is also responsible for coordinating the marketing and placement of new and renewal commercial accounts. This position has the ability to work out of any of our Michigan offices in Grand Rapids, Livonia or Troy. Our future colleague. We'd love to meet you if your professional track record includes these skills: Bachelor's degree preferred. Minimum 3-5 years industry commercial insurance experience preferred. Property/Casualty license, Surplus Lines and Insurance Counselor license or ability to attain is required. Advanced insurance designations. Ideally would possess CIC and AAI at minimum. Must be a self-starter, be able to work under pressure, multi-task, be detailed and meet deadlines. Ability to work well with people, in a fast paced team environment, and to communicate effectively at all levels is required. Excellent verbal and written communication skills and a proven ability to establish relationships at all levels. Flexibility and creativity for developing innovative and customized insurance solutions. Strong analytical and problem solving skills. High level of proficiency with Microsoft Office applications to include Excel, Word, PowerPoint, and Outlook is preferred. We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid work Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check us out online: *************************** or flip through our recruiting brochure: ********************** Follow us on LinkedIn, Facebook, Instagram, and Twitter to meet our colleagues and see what makes us tick: ************************************ ********************************** ******************************************************* Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMABI #LI-Hybrid #MMAUMW

EPIC Insurance Brokers is looking for an experienced Surety Account Executive. This role will be a hybrid position and we are open to hiring candidates local to either our Sothern California or Texas offices. 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 5 years of experience in the surety or insurance industry. * 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-Hybrid

Company:Description: Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 11,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Employee Health & Benefits Client Executive at Marsh McLennan Agency (MMA). MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). Applicants must be within driving distance to our Alpharetta, GA office to be considered for this role and have the ability to commute to the office a minimum of three days per week. A day in the life. As a Employee Health & Benefits Client Executive, you will: Business Development: Identify and pursue new business opportunities within the employee health and benefits market. Develop and maintain a robust pipeline of prospective clients through networking, referrals, and outreach efforts. Conduct presentations and proposals to prospective clients, showcasing the company's offerings and value proposition. Client Relationship Management: Serve as the primary point of contact for assigned clients, building and nurturing strong relationships. Understand client needs and objectives, providing strategic guidance and support to enhance their employee benefits programs. Share responsibility for overall strategic management and focus of client engagement. Plan Design and Implementation: Collaborate with clients to design and implement employee health and benefits plans that align with their goals and budget. Conduct needs assessments and market analysis to recommend appropriate benefits solutions. Renewals and Negotiations: Lead the renewal process for client accounts, including market analysis, proposal development, and negotiations with carriers. Analyze and present renewal options, ensuring clients understand the implications of their choices. Compliance and Regulatory Oversight: Stay informed about changes in health care regulations and compliance requirements, advising clients accordingly. Ensure all client plans comply with federal and state regulations, including ACA, ERISA, and HIPAA. Reporting and Analytics: Provide clients with regular reports and analytics on their benefits programs, including utilization, cost trends, and employee feedback. Use data to identify opportunities for improvement and cost savings. Collaboration and Team Support: Work closely with internal teams, including account management, underwriting, and customer service, to ensure seamless service delivery. Prepare and participate in sales presentations, strategic assessments, RFP responses, open enrollment, and other client-related meetings. Consultative and Strategic Planning: Provide consultative and strategic planning for clients, under the direction of the Producer(s). Prepare, analyze, and present reports for clients, including quarterly reports, renewal analysis, and ACA reporting. Our future colleague. We'd love to meet you if your professional track record includes these skills: Bachelor's Degree in Business, Finance, Human Resources, or a related field, or an equivalent combination of education and work-related experience. 10+ years of work-related experience with demonstrated proficiency in multiple disciplines/processes related to the position. Strong knowledge of health and welfare benefits, including medical, dental, vision, and ancillary products. Excellent communication, negotiation, and interpersonal skills. Strong understanding of in-depth financial analysis and business acumen to interpret and discuss a client's financials and state of the industry. Proficient with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and benefits administration software. Relevant certifications (e.g., CEBS, SHRM) are a plus. We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work. Some benefits included in this role are: Medical, dental and vision insurance 401K and company match program Company-paid life and disability Generous paid time off programs Employee assistance program (EAP) Volunteer paid time off (VTO) Career mobility Employee networking groups Tuition reimbursement and professional development opportunities Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check us out online: *************************** or flip through our recruiting brochure: ********************** Follow us on social media to meet our colleagues and see what makes us tick: ************************************ ********************************** ***************************** ******************************************************* Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMASE

Company:Description: Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 11,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Client Executive at Marsh McLennan Agency (MMA). MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). Applicants must be within driving distance to our Atlanta, GA office to be considered for this role and have the ability to commute to the office five days per week. A day in the life. As an Client Executive, you will: Provide guidance, direction and support to account team as needed for data entry into Agency Management System Tactful demonstration to carrier partners of the timing, art and understanding of the underwriter mindset in order to obtain the most desirable outcome for client. Rate and coverage negotiation for renewal and competitive quotes prior to presenting to Producer. Drives strategy and ownership of client deliverables & meeting client expectations (including proposals, stewardship, meetings, special projects etc.). Partnership: Builds client relationships at all levels (HR, Finance, Decision-makers and C-Suite). Informs account team of any significant changes relating to the client. Understands and adapts to style of client to best suit their needs. Coordinates with Client Team to review tasks, status of deliverables, provide guidance on upcoming projects Strategize on project details and give direction to the Client Team on needed tasks and sets / monitors deadlines Prepares or coordinates preparation of deliverables for all client meetings throughout the year, including scheduling meetings, working within the parameters of the client's expectations on timing and deliverables. Drives coordination of assignments with Producer feedback. Together with Producer, attends and presents deliverables to the client. Advanced understanding of available tools (Reference Connect, Playbook, MMA U) Oversight for the delivery of other resources where applicable: Subject Matter Experts (Loss Control, Communications, Claims, etc.) Provides client insight as needed to make these areas more effective & tailored to the client's strategic direction. An internal resource for team to rely on for questions related to carriers, clients for solutions. Provides New Business and Renewal Support based on the following tasks: Assists Producer in New Business Production to include: Triage (qualification of opportunity and team set up) Strategy Meeting Program Design Coordinate Preparation of RFP with Internal Resources Develop Service Plan Presentation to Prospect Renewal Strategy Meetings (Internal and External) Renewal Exposure Analysis Sends Submission to Market Performs Non-Admitted Carrier Due Diligence Performs Premium, Rate and Coverage Comparisons Finalizes Proposal and Presentation to client / prospect Submits Bind Order to Carrier Performs Premium Allocations Provides General Service Support based on the following tasks: Assists in coordination of Carrier Loss Control Recommendation Compliance Provides complex Contract Review Stewardship Review and Preparation Our future colleague. We'd love to meet you if your professional track record includes these skills: Bachelor's Degree or Equivalent Work Experience Required Advanced Degree (RMIN, Finance, Accounting) experience a plus Advanced Designation Preferred (CIC, ARM, CRM, CPCU, AIDA) 7-10 Years prior experience All Core Strengths of Sr. Client Manager plus: Emotional Intelligence, Strategic Thinking, Forward Thinking, Team leadership in conjunction with Producer Complex / loss sensitive experience required Large, multi-layer & complex risks Manages a book of business; a portion is independently managed by the Client Executive, and a portion includes Sales collaboration. Advanced application of prioritization & organizational skills Advanced project management including delegation Advanced carrier relationships Networks with Sales Directors, Sales Executives and Centers of Influence Extensive knowledge of products/lines and marketing techniques. Extensive knowledge of how products are utilized and administered. In-depth understanding of program design: Guaranteed Cost, Loss Sensitive, Captive/Self-Funded Programs, Layered/Quota Share Up to date with current trends, regulations, etc. Expert use of tools & resources to include Microsoft Office Products (Excel, PowerPoint, Word, Outlook) Exemplifies MMA Core Values: Collaboration, Passion, Innovation, Accountability Property Casualty Resident's License Required Annual CE Requirement We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work. Some benefits included in this role are: Medical, dental and vision insurance 401K and company match program Company-paid life and disability Generous paid time off programs Employee assistance program (EAP) Volunteer paid time off (VTO) Career mobility Employee networking groups Tuition reimbursement and professional development opportunities Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check us out online: *************************** or flip through our recruiting brochure: ********************** Follow us on social media to meet our colleagues and see what makes us tick: ************************************ ********************************** ***************************** ******************************************************* Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMASE

Company:Description: Assume responsibility for World Class Client accounts and other accounts as assigned. Client Executive Service associates act as a leader for the service team members to include Client Administrators and Client Managers, as well as Marketing and Risk & Loss associates as the need for their expertise occurs. Essential Duties & Responsibilities Oversee ongoing account service activities. Prepare monthly production and activity reports. Manage/collect receivables in conjunction with Client Sales Executive. Meet regularly with Client Sales Executive to update, advise and inform. Coordinate activities on accounts. Review and deliver summary, proposals and policies. Lead, present and participate in meetings with clients. Maintain current Insurance Summaries on all accounts. Update COW's annually on all accounts. Meet World Class Client service commitments (Stewardship Report, Pre-Renewal Meetings, etc.) Participate in new business development and proposals with Client Sales Executive. Pursue opportunities to round out existing client programs with additional and/or increased lines of coverage. Coordinate coverage placement through managing the direction provided to service team. Deliver binders and invoices. Manage all facets of renewal process. Initiate client contact and orchestrate renewal strategy meetings. Gather renewal underwriting information. Oversee process of preparing and updating underwriting specifications. Coordinate coverage placement through instructions provided to Marking and Client Administrator, review and deliver binders, invoices, etc. Advise, inform and involve Client Sales Executive, as required in marketing process. Prepare and deliver proposals. Prepare all orders and instructions to Client Administrator. Manage expiration lists. Act as a leader for the service team members. Create an environment oriented to trust, open communication, and cohesive team effort. Facilitate problem solving and collaboration when faced with client difficulties. Focus the team on the internal and external client requirements, familiarizing them with client specifications, work procedures and processes, quality standards, techniques and tools to support task performance. Provide necessary business information to enhance the team's professional development. Ensure deliverables are prepared to satisfy client requirements, cost and schedule. Work closely with department Manager and Director of Client Services to obtain necessary resources to support the team's requirements, discuss project impediments, and to escalate issues which cannot be resolved by the team. Establish and consistently maintain effective and positive working relationships with Associates and clients. Education and/or Experience Bachelor's degree plus 3 or more years of daily World Class Client service experience is required; or, a minimum of 6 years industry experience showing increasing responsibility directly related to the performance of the above duties including 3 or more years of daily World Class Client service. Maintain a valid unrestricted California Fire & Casualty Solicitors license and a valid Drivers license. Achieve and maintain advanced insurance designations applicable to the above duties such as CPCU or CIC designations. Excellent understanding of insurance terminology, trends and factor influencing the industry, and the various lines of Business Insurance insurance. Proficiency with MS Office Software (Word, Excel, Outlook). Prioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form. Ability to present complicated information to a variety of interest groups in a clear and unambiguous way, connecting with the group in terms of style and content. Work Environment & Physical Demands Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones. Work is performed in a typical interior/office work environment. Travel to client sites will be required. Usually travel is within driving distance, but may occasionally consist of a 1 to 2 night stay. #MMAwest #MMABI #LI-DNI The applicable base salary range for this role is $90,100 to $167,900.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

EPIC Insurance Brokers is looking for an experienced Surety Account Executive. This role will be a hybrid position and we are open to hiring candidates local to either our Sothern California or Texas offices. 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 5 years of experience in the surety or insurance industry. * 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-Hybrid

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary: Responsible to retain the existing business and grow the assigned group of accounts. In a leadership role, collaborates with client teams in the tactical and strategic delivery of services promised; works closely with internal resources as needed to satisfy the client's needs. A Day in The Life: Serves as the key relationship contact by account at all leaderships levels for the assigned book of business with a total book value from $750K to $2M. Achieves TAS (Total Account Selling) goals in collaboration with Sales/Business Development; meets individual cross-selling and up-selling objectives. Provides support as needed to the assigned Senior Client Executive(s) in the management of their account activity and book of business. Develops, leads and executes account strategy with the client and the assigned team of Oswald professionals; develops an annual service plan with focused goals, which includes stewardship, pre-renewal, policy delivery and open item components. Directs and implements cost effective benefit solutions to minimize risk and ensures the selected strategy is effectively designed, communicated and implemented by the account team; responsible for claims and loss control oversight. Pursues innovative alternatives that may lead to more effective client solutions. Ensures the assigned service team maintains the existing account base while having responsibility to identify the opportunity for up selling and cross selling all Oswald Products/Services across business lines. Collaborates with supervisor to identify, quantify and develop a plan to expand the depth of services provided; works closely with internal departments to formulate and execute a sales strategy. Oversees the new client onboarding process, which includes verifying all services sold, understanding client expectations, and the creation of the short-term and long-term plan to deliver services. Directs support team activities to meet the client's specific needs, which include the creation of the annual service calendar, scheduling meeting times and agenda, and other deliverables to be completed by the established client deadline. Responsible to review and approve all client deliverables which may include pre-renewal projection, market evaluation and pricing summary, annual renewal, open enrollment materials, annual utilization review, compliance notifications, wellness information and any other item deemed necessary; may conduct open enrollment meetings. Ensures all client revenue is collected on a timely basis, which may include consulting fees and carrier commissions. Participates in client meetings and ensures meeting notes clearly outline actions needed and the team members responsible for execution and delivery. Formulates the strategic planning process and collaborates with the assigned client team to execute plan specifics for an integrated and comprehensive health management strategy customized to the client's needs. Initiates the renewal negotiation process with carriers. Trains support staff in the understanding and coordination of key operational activities and processes; develops the skills of team members and their industry knowledge base. Understands the details of Healthcare Reform, HIPAA, COBRA and other legislation, which affects the business unit; guides the client in the execution of the appropriate steps to meet regulatory requirements. Attains further education, coursework and skills development opportunities to obtain professional designations in their field of expertise. Develops leadership capabilities in the planning, execution and delivery of special projects as needed; serves as a change agent where circumstances dictate. Provides effective client stewardship and communication, including uniform reporting and profitability analysis. Maximizes the integrity of account intelligence through timely and accurate updates of key client data in the CRM; this includes the names of business owners, executive staff, board members, center-of-influence relationships, and community/outside board involvement. What You'll Need: A college degree is an advantage but not a requirement Life, Health & Accident License required At least 5 to 10 years of industry knowledge is required, to include experience in medical benefits and ancillary lines of coverage Strong sales aptitude and personal characteristics required. Strong tactical skillset General understanding of technical concepts - self-funding, different carriers solutions, etc. Strong relationship skills Ability to execute Self-starter - Ability to work independently with little oversight Intuitiveness - knowing when to loop in Client Executive and leadership for escalated issues Ability to oversee CSA's and provide general tactical oversight Project management skills - ability to work with internal and external partners to deliver results timely. Who You Are: Significant understanding of self-funding - able to understand and present data, able to view analysts work and carrier renewals and interpret them Strong technical skills - understands all components of a benefits program Strong presentation skills - ability to adapt Sales mindset - ability to identify upsell/cross-sell opportunities Strategic thinker - able to connect solutions with data Accountability - overall accountability for anything with a client - wrong, right, indifferent Strong communication skills - ability to know how and when to communicate Relationship builder - build relationships with clients, carriers, and internal partners Strong leadership skills - ability to coordinate all aspects of a project and make sure folks deliver on timelines Who is Oswald? Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients. We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity. Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations. Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don't believe us? Ask your friends, colleagues, and mentors about Oswald. There's a reason Oswald has been named a Top Workplace for nine consecutive years. What you'll get... At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we'll help you achieve your goals. At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice. At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it. At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks. In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives. Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings. Paid time off annually and a sabbatical at every 10-year service anniversary. Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution) Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations Access to specialized leadership development programming designed to take your career to the next level. And so much more! To learn more about Oswald, our culture and everything we have to offer, visit us on LinkedIn. Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.

Company:Description:Summary Responsible for retention of existing business and the development of business within those assigned accounts. Client Service Executive associates act as a leader for the Client Service Team members to include Benefit Analysts and Client Managers. Essential Duties & Responsibilities Oversee ongoing client service activities. Meet with the client throughout the year to ensure a high level of service and that client expectations are being met. Responsible for meeting business retention goals. Participate in development of new business with existing clients by rounding out programs with additional and/or increased lines of coverage. Develop strong business relationships and client trust. Ensure client compliance with annual Form 5500 filing procedures as applicable. Advise Client Service Team, if needed, in resolving routine client concerns. Investigate any reoccurring and non-routine client and carrier concerns and bring to a successful resolution. Manage the renewal of existing plans. Coordinate coverage placement through instructions provided to Client Service Team. Provide direction to Client Service Team in the preparation of employee communication materials. Advise, inform and involve Client Sales Executive as required in marketing process. Prepare and present renewal outcomes to the client in a timely manner. Recommend improvements based on changing employee benefit legislation, suggest strategies to address client concerns, and provide resolutions if discrepancies, errors or inconsistencies are contained within the information. Conduct employee meetings to communicate benefit options as needed. Responsible for reviewing contracts, plan documents, Summary Plan Descriptions and other legal documents for accuracy and ensuring all material is sent to client in a timely manner. Act as a leader for Client Service Team members. Create an environment oriented to trust, open communication, and cohesive team effort. Facilitate problem solving and collaboration when faced with client difficulties. Focus the team on client requirements, familiarizing them with client specifications, work procedures and processes, quality standards, techniques and tools to support performance. Provide necessary business information to enhance the team's professional development. Ensure deliverables satisfy client requirements, cost and schedule. Work closely with Director of Employee Health & Benefits Division, Benefits Service Manager and Director of Operations to obtain necessary resources to support the team's requirements, discuss project impediments, and to escalate issues which cannot be resolved by the team. Prepare quarterly production and activity reports. Ensure good file maintenance with documentation of account issues and maintenance of the Agency Management System. Establish and consistently maintain effective and positive working relationships with Associates and clients. Education and/or Experience A minimum of seven to ten years' experience servicing large client group (50+ lives) health and benefit products. Bachelor degree strongly preferred. Professional history must show increasing levels responsibility directly related to the performance of the above duties. Strong familiarity with the Employee Health & Benefits marketplace to include unique business industry needs, educational and professional development associations, carriers, and other broker agencies. Current technical knowledge and understanding of Employee Benefit federal and state legislation. Ability to make independent decisions and use good judgment in addressing and servicing client needs. Strong communication skills with the ability to provide non-technical explanations to technical matters, and summarize and present information in a clear, concise and accurate written and verbal format. Maintain a valid unrestricted Life and Disability License in California and meet the continuing education requirements. If involved in the sale of Long Term Care, the individual must maintain the proper certification through continuing education. Maintain a valid California driver's license and dependable transportation. Must have knowledge of personal computing with the ability and willingness to learn and use all computer programs as required. Work Environment & Physical Demands Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones. Work is performed in a typical interior/office work environment. Travel to client sites is required. Usually travel is within driving distance, but may occasionally consist of 2 - 5 night stay out of town Extended work hours (10 - 12 hrs/day) required on occasion to attend and participate in networking and industry functions that begin before the workday, and may extend into the evening. #LI-DNI The applicable base salary range for this role is $90,100 to $167,900.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

We are looking to add a Client Executive on our Private Risk team in Minneapolis, MN or Waukee, IA. Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! At Holmes Murphy, our employees play to their strengths and contribute to who we are and want to be. We don't believe in a “one size fits all” approach, so we handcraft custom solutions based on our client's private risks and exposures. Here is just a bit of what you would do as a Client Executive on our Private Risk Team: Partners with appropriate internal team members and/or experts on exposure, risk, and appropriate coverages for initial and ongoing prospect sales meetings and proposals. Work in collaboration with client experience team, as well as other producers to identify client risk management solutions to protect families, assets, and lifestyle's. From executive leadership to multi-generational planning Maintain relationship with clients and their individual and family needs, identifying appropriate coverages, addressing changes as needed and delivering their annual review documents. Prepare quotes through online platforms, develop proposal documents, and present to prospective clients. 80% referral based cliental 20% actively generated new sales leads through community activities, association meetings and qualified sales calls, which results in achieving or exceeding sales goals. Attends all sales related activities, promoting game-changing, positive attitude in support of all agency changes and/or growth. Promotes the agency and the insurance industry in the community. You'll need to be equipped with the following skills for the Client Executive role: Ability to communicate interpersonally with depth around detailed and complex coverages Strong communications and interpersonal skills. Viewed as trustworthy and operates on a solid ethical foundation of personal values that are transparent. Knowledge and ability for ongoing learning of a variety of private exposures and risks. Ability to learn and utilize advance technology, such as Salesforce, associated with job functions. Ability to read, understand and analyze coverages, forms and policies. Ability to provide own transportation and ability to travel up to 15%. Ability to learn the proprietary sales and service platform. Qualifications: Education: College degree preferred. Experience: Experience in the private client space preferred either with carrier or agency. Active state specific insurance agent license, or ability to acquire a license within three months. Benefits: In addition to core benefits like health, dental and vision, also enjoy benefits such as: Paid Parental Leave and supportive New Parent Benefits - We know being a working parent is hard, and we want to support our employees in this journey! Company paid continuing Education & Tuition Reimbursement - We support those who want to develop and grow. 401k Profit Sharing - Each year, Holmes Murphy makes a lump sum contribution to every full-time employee's 401k. This means, even if you're not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf! We are forward-thinking and want to be sure your future is cared for. Generous time off practices in addition to paid holidays - Yes, we actually encourage employees to use their time off, and they do. After all, you can't be at your best for our clients if you're not at your best for yourself first. Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you - Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you. DE&I programs - Holmes Murphy is committed to celebrating every employee's unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish! Consistent merit increase and promotion opportunities - Annually, employees are reviewed for merit increases and promotion opportunities because we believe growth is important - not only with your financial wellbeing, but also your career wellbeing. Discretionary bonus opportunity - Yes, there is an annual opportunity to make more money. Who doesn't love that?! Compensation: Compensation is based on several factors, including, but not limited to, education, work experience, industry certifications, and is commensurate based on the book of business. In addition to your salary, Holmes Murphy offers a comprehensive total rewards program including annual bonuses, total wellbeing benefits and support for professional development. Holmes Murphy & Associates is an Equal Opportunity Employer. #LI-JK1

Lockton is currently seeking a Global Client Executive in the Lockton Global Solutions Practice who will be independently and wholly responsible for a book of global clients; this will entail translating risk and loss profiles into solutions through program design across all lines of cover through program design across all lines of cover through a compliance lens. They will build long-term, trusted advisor relationships with clients, producers, and domestic associates, supporting business growth. The Global Client Executive drives accountability for execution of account strategies by delegating and empowering supporting associates on the Lockton Global Solutions team, as well as the domestic US risk teams. The Global Account Executive should always adhere to Lockton's cultural values, and treat fellow associates, clients and vendors with dignity and respect. Responsibilities * Leadership of a dedicated book of business * Strong relationships with global clients - understand their global insurance needs and requirements * Stay up to date on all industry and global economic trends to provide informed advice to clients * Accountable for the global service and execution * Lead market relationships and negotiation * Manage the entire renewal process and overall global client relationship * Leadership and development of Client Managers and Global Analysts * Manage and cultivate internal relationships with other Risk Solutions teams, other associates, and Producers Essential Competencies * Senior coverage expert across all lines of business. Specifically, with ownership (both placement and advisory) of the International Casualty product. Collaboration, strategic input and international implementation of other lines of cover, including but not limited to: Property, Marine, Directors and Officers Liability, Crime, Business Travel Accident, Environmental Liability and Professional Liability * Identifies opportunities to create synergies and reduce frictional costs of global programs * Can articulate Lockton's global capabilities, value proposition and differentiators * Ability to analyze exposures and identify risks, inconsistencies, and accuracy of reported data * Creates timely and accurate submissions, initial quote comparisons and coverage reviews * Assists with prospecting new business, including preparing and presenting RFPs * Post-binding implementation, including overseeing the accuracy and reporting of local admitted policies and other global program tracking * Country Leadership - accountable for senior level relationships with the Lockton teams who are overseas and develops senior market relationships accountable for carrier performance * Keep a pulse on market and regulatory developments to update internal and external stakeholders #LI-DA2

Company:Marsh McLennan AgencyDescription: The Client Executive - Commercial Lines position is responsible for assisting Sales Executives in securing new business and in retaining renewal business for the agency on select accounts determined by premium size or complexity. Principal Duties and Responsibilities Responsible for the oversight and coordination of new business exposure analysis; coverage program design and marketing submission; workflows leading to bound coverage; and implementation of service plan elements for select new business opportunities Proactively working renewals by contacting the client 120 days out; completing account checklists; gathering updated information; revising program design as appropriate; and preparing complete renewal specifications for marketing. Maintaining contact and collaborate with internal (Sales Executives, Account Managers, Department Heads, Marketing personnel, Loss Control personnel) and external (Clients and Insurance Companies) parties Main point of contact for select clients - review current coverages and/or contractual requirements and provide guidance on appropriate changes; coordinate/provide claims reviews; inform/educate client on exclusions and exposures, and perform contract reviews and advise clients on insurance and indemnification Relationship building with the client and the appropriate client team members Prescribing , planning , and implementing appropriate risk management services for assigned accounts Review and update applications and general information (attachments, activities, follow-up) into the agency management system for assigned books of business Planning, preparing and implementing stewardship meetings, where applicable Process, delegate and/or oversee audits, proposals and policy checking Conduct all business in accordance with established policies and procedures Regularly attends client meetings on or off site Other duties as assigned Qualifications 5 - 7 years in commercial lines insurance P&C License, required Exceptional customer service and interpersonal skills, required Some college, a plus, not required Strong analytical aptitude and commitment to accuracy Proficiency in Microsoft Office 365, required #MMAWest #LI-DNI

We exist for workers and their employers -- who are the backbone of our economy. That is where Centivo comes in -- our mission is to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills. Summary of role: At Centivo, we're rebuilding health insurance the way it should be - affordable, predictable, and built around employers and their employees. As a Client Success Executive (CSE), you'll be the trusted partner guiding our clients through that journey - helping them see, feel, and share the value of Centivo's model every day. What You'll Do Own the client relationship. Serve as the strategic and day-to-day contact for your client portfolio, building deep, consultative partnerships with HR, Finance, and broker/consultant teams. Tell a compelling, data-driven story. Translate complex health, claims, and engagement data into meaningful insights that show progress, demonstrate value, and inspire confidence in Centivo's approach. Drive client growth and retention. Lead renewals and strategic planning conversations that highlight measurable outcomes, promote member engagement, and identify opportunities to expand Centivo's solutions across markets or populations. Guide a seamless client journey. Ensure a smooth transition from implementation to ongoing partnership, proactively anticipating client needs and aligning Centivo's capabilities to meet them. Be the client's voice inside Centivo. Collaborate cross-functionally with operations, analytics, and product teams to ensure we deliver with excellence and continuously enhance the client experience. Engage with brokers and consultants. Build trusted relationships that extend Centivo's reach and strengthen our position as a high-value, innovative partner. Champion continuous improvement. Bring forward ideas and feedback that help evolve our client success playbook and enhance how we serve clients every day. Who You Are An individual with demonstrated technical expertise in working with self-funded employers - including building compelling, data-driven financial narratives; analyzing stop-loss performance and renewal dynamics; and translating complex plan and network performance into clear, actionable insights. Deep understanding of value-based healthcare models and experience with high-performance network strategies. A relationship builder who earns trust through credibility, empathy, and results. A strategic communicator who can craft and deliver a story that connects data to business outcomes. A growth-oriented professional who thrives on helping clients achieve measurable success while deepening the partnership. A collaborative leader who enjoys working across teams to create solutions and deliver exceptional service. Education and Experience: Bachelor's degree or equivalent experience is required 10 years' experience as Client Success Executive (Account Management) in employer-sponsored health plans 5 years' experience working with self-funded accounts 5 years' experience working at a TPA or direct carrier Qualifications: Advanced knowledge of Microsoft Office products (Excel, Power Point, Word) Excellent oral and written communication; an ability to present information in a way that establishes rapport, persuades others, gains understanding. Business Acumen - A keenness and quickness in understanding and dealing with a business situation (risks and opportunities) in a manner that is likely to lead to a good outcome. Critical to this is an ability to think beyond their own function. Strong ability to work cross functionally and build consensus among stakeholders and cross-functional teams in a dynamic environment Work Location: · Remote · Access to Buffalo or NYC offices if local · 25% travel is expected Centivo Values: ● Resilient - This is wicked hard. There is no easy button for healthcare affordability. Luckily, the mission makes it worth it and sustains us when things are tough. Being resilient ensures we don't give up. ● Uncommon - The status quo stinks so we had to go out and build something better. We know the healthcare system. It isn't working for members, employers, and providers. So we're building it from scratch, from the ground up. Our focus is on making things better for them while also improving clinical results - which is bold and uncommon. ● Positive - We care about each other. It takes energy to do hard stuff, build something better and to be resilient and unconventional while doing it. Because of that, we make sure we give kudos freely and feedback with care. When our tank gets low, a team member is there to be a source of new energy. We celebrate together. We are supportive, generous, humble, and positive. Who we are: Centivo is an innovative health plan for self-funded employers on a mission to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills. Anchored around a primary care based ACO model, Centivo saves employers 15 to 30 percent compared to traditional insurance carriers. Employees also realize significant savings through our free primary care (including virtual), predictable copay and no-deductible benefit plan design. Centivo works with employers ranging in size from 51 employees to Fortune 500 companies. For more information, visit centivo.com. Headquartered in Buffalo, NY with offices in New York City and Buffalo, Centivo is backed by leading healthcare and technology investors, including a recent round of investment from Morgan Health, a business unit of JPMorgan Chase & Co.