Client Manager jobs at AmWINS Group - 187 jobs

Company:Marsh McLennan AgencyDescription: Marsh McLennan Agency Client Manager, Business Insurance Select 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 Manager 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 Manager on the Business Insurance Select team, you will manage relationships with clients to provide best in class service and drive growth. You'll serve as the client contact to answer questions, resolve billing issues, make policy changes while delivering prompt, courteous, knowledgeable assistance with your day-to-day communications, including renewals, certificates, endorsements, etc. Our future colleague. We'd love to meet you if your professional track record includes these skills: A high school diploma is required. Minimum of three (3) years Business Insurance experience Insurance designations (i.e. INS, AAI, CISR) and/or demonstrated knowledge of Business Insurance coverages Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future These additional qualifications are a plus, but not required to apply: Associates or Bachelors degree preferred Property & Casualty license (or ability to obtain within 90 days). Experience working with EPIC, Sagitta, and ImageRight 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 of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Flexible Hybrid work Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check us out our website or flip through recruiting brochure. Follow us on social media to meet our colleagues and see what makes us tick: Instagram Facebook X LinkedIn 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. #MMAMID #MMABI #LI-Hybrid

Are you a motivated and detail-oriented professional looking to advance your career in the insurance industry? Well-established insurance agency is seeking an enthusiastic Commercial Insurance Assistant to join in the vibrant commercial department. If you have a passion for customer service, a knack for problem-solving, and experience in the insurance field, we want to hear from you! Key Responsibilities: As a Commercial Insurance Assistant, you will play a crucial role in supporting the Account Executives and ensuring client satisfaction. Your responsibilities will include: Customer Service Excellence: Engage with clients to address their policy-related questions, resolve issues, and recommend appropriate coverage options. Policy Management: Handle policy quoting, binding, issuing, and new & renewal marketing with precision and efficiency. Opportunity Identification: Identify account rounding opportunities and suggest relevant coverage enhancements. Team Collaboration: Work closely with multiple producers and a seasoned service team to provide top-notch support. Professional Development: Continuously develop your customer service skills to ensure the highest level of client satisfaction. Qualifications: Looking for candidates who bring: Experience: 2-3 years of experience working with an independent brokerage or agency. Licensing: An active Property and Casualty (P&C) license. Education: A college degree is preferred but not required. Skills: Proven ability to thrive in a team environment. Experience in face-to-face customer interactions. Strong independent thinking and problem-solving abilities. Excellent interpersonal and communication skills. Proficiency in policy quoting and issuance processes. #LI-RM10

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 Business Insurance Client Manager 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 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 an Business Insurance Client Manager you will: Independently drive your own book or proactively involved with client team on strategy and client deliverables & meeting client expectations (including proposals, stewardship, meetings, special projects etc.). Maintain client relationships independently or in concurrence with client team. Inform account team of any significant changes relating to the client. Prepare or review materials for discussion with client team / Producer. May depend on client team / Producer for rate/coverage negotiations. Organize responses and present them to client team / Producer for review. Step in to support account team members on any/all functions as needed. Assists other Client Managers during high volume times as needed. Execute on the deliverables as communicated by the client team. Prepare client presentations to include developing meeting agendas, preparing presentation documents (printing / binding). Attend and actively participate in client meetings when requested by the Producer. Intermediate understanding of available tools (Reference Connect, Playbook, MMA U). Provide new business and renewal support based on the following tasks: Compile broker of record letters Participate in internal renewal strategy meetings Transmit renewal request to client via email or Indio Gather renewal information from client Perform exposure analysis Send submissions to market or rates online Perform non-admitted carrier due diligence in accordance with state rules Perform premium, rate and coverage comparisons Generate / update fee agreement Finalize proposal upon receipt from vendor and presents to client Send bind order to carrier Receive binder from carrier and transmits MMA binder to client Perform renewal premium allocation Provide general service support based on the following tasks: Order endorsements / coverage changes to carrier Perform audit reviews and address discrepancies Provide basic contract review Our future colleague. We'd love to meet you if your professional track record includes these skills: 3-5 years prior experience Associates / Bachelor's Degree or Equivalent Work Experience Required Advanced Degree (RMIN, Finance, Accounting) experience a plus Advanced Designation (AAI, CISR, CIC, CRM, ARM, CPCU) in progress Task leadership, Ability to prioritize and organize daily tasks as well as general account management. Developing proficiency in managing a book of business through annual life cycle to include new business, customer service, renewal strategy, delegating to Team Members Handle smaller, less complex accounts Manage a book of business under guidance of Client Team and Sales Collaboration Advanced application of prioritization & organizational skills. Intermediate application of prioritization & organizational skills Proficient Project Management Broadening carrier relationships with marketing and underwriting Continued development of products/line knowledge and marketing techniques. Up to date with current trends, regulations, etc. Intermediate application of tools & resources Intermediate application in Microsoft Office Products (Outlook, Word, and PowerPoint) and advanced proficiency in Excel A shared commitment to company values; Integrity, Collaboration, Passion, Innovation, Accountability Must have Property & Casualty license or obtain within 90 days of employment 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:Marsh McLennan AgencyDescription: Marsh McLennan Agency Client Manager, 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 Manager 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 a Client Manager, Business Insurance at Marsh McLennan Agency, you will be responsible for assisting our clients with service and risk management needs. You will manage relationships with clients, prospects, client teams and producers to provide best in class service and drive growth. You'll serve as the client contact to answer questions, resolve billing issues, make policy changes, responding to clients in a timely and professional manner. You will also assist with renewals and remarketing/quoting for your clients. Our future colleague. We'd love to meet you if your professional track record includes these skills: High school diploma or equivalent required Minimum 3 years' experience in Business Insurance Property & Casualty license (or ability to obtain in 90 days of employment) Insurance designations (i.e. INS, AAI, CISR) or demonstrated knowledge of Business Insurance coverages. Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future These additional qualifications are a plus, but not required to apply: Associates or Bachelors degree preferred Working towards CPCU, CIC, ARM, and/or AU designations or able to demonstrate equivalent knowledge and ability. Experience using EPIC 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 of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Flexible Hybrid work Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check us out our website or flip through recruiting brochure. Follow us on social media to meet our colleagues and see what makes us tick: Instagram Facebook X LinkedIn 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. #LI-Hybrid #MMABI #MMAMID

Company:Marsh McLennan AgencyDescription:Marsh McLennan Agency 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'll develop relationships with clients, prospective clients, and carriers. You will serve as an advisor and consultant to clients in order to assess risks and provide innovative solutions to complex risk-related business issues, demonstrating expertise in Loss Sensitive and Captive programs. You will guide the marketing, servicing, and retention of larger accounts, and determine resources needed to support clients and prospects (Claims, Risk Control, Executive & Professional Liability, etc.). Our future colleague. We'd love to meet you if your professional track record includes these skills: Bachelor's degree, or equivalent experience, in business or related field. Minimum Ten (10) years' experience in an insurance agency or brokerage environment P & C Insurance License or ability to obtain within 90 days. Completed CPCU, CIC, ARM, and/or AU designation or ability to demonstrate equivalent knowledge and ability. Experienced in Agency Management Systems 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 of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfilment through meaningful 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 our website or flip through recruiting brochure. Follow us on social media to meet our colleagues and see what makes us tick: Instagram Facebook X LinkedIn 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. MMAMID #MMABI #LI-Hybrid

Join Our Team as a Client Relationship Manager - Cultivate Strong Partnerships and Drive Client Success! Are you passionate about building meaningful relationships, enhancing client satisfaction, and delivering exceptional service? We're looking for a proactive and people-focused Client Relationship Manager to join our dynamic team. In this role, you'll be the key liaison between our organization and our clients-ensuring a positive, results-driven experience every step of the way. Why You'll Love This Role 💼 Supportive Onboarding & Training: Whether you're a seasoned client manager or just starting out, we provide comprehensive training and tools to help you succeed. ⏰ Flexible Work Options: Full-time or part-time roles available with remote flexibility. 📈 Professional Growth: Clear pathways for advancement into leadership, business development, or strategic account management roles. 💰 Competitive Compensation: Base salary plus performance-based bonuses and incentives. Key Responsibilities Build and nurture strong, long-term relationships with clients. Serve as the primary point of contact, ensuring client needs are met with excellence and care. Understand client goals and collaborate with internal teams to deliver tailored solutions. Monitor client satisfaction, resolve issues, and continuously improve the client experience. Track account activity, prepare performance reports, and recommend improvements. Identify opportunities for upselling, cross-selling, and deepening client partnerships. What We're Looking For ✔ Exceptional communication and interpersonal skills ✔ Strong problem-solving and conflict-resolution abilities ✔ Organized, detail-oriented, and capable of managing multiple client accounts ✔ A service-oriented mindset with a focus on client success ✔ Experience in account management, customer service, or client relations is a plus (but not required) Perks & Benefits ✅ Paid training and continuous support ✅ Health insurance and retirement plan options ✅ Performance-based bonuses and recognition programs ✅ Advancement opportunities into senior leadership and strategic roles Ready to Make a Difference? If you're excited about building lasting client relationships and helping clients achieve their goals, we'd love to connect with you! 👉 Apply today and join us as a Client Relationship Manager-where service meets success.

Company:Marsh McLennan AgencyDescription: Marsh McLennan Agency Client Executive, Business Insurance 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'll develop relationships with clients, prospective clients, and carriers. You will serve as an advisor and consultant to clients in order to assess risks and provide innovative solutions to complex risk-related business issues, demonstrating expertise in Loss Sensitive and Captive programs. You will guide the marketing, servicing, and retention of larger accounts, and determine resources needed to support clients and prospects (Claims, Risk Control, Executive & Professional Liability, etc.). Our future colleague. We'd love to meet you if your professional track record includes these skills: Bachelor's degree, or equivalent experience, in business or related field. Minimum ten (10) years' experience in an insurance agency or brokerage environment P & C Insurance License or ability to obtain within 90 days. Completed CPCU, CIC, ARM, and/or AU designation or ability to demonstrate equivalent knowledge and ability. Experienced in Agency Management Systems Advanced Excel Competency 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 of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfilment through meaningful 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 our website or flip through recruiting brochure. Follow us on social media to meet our colleagues and see what makes us tick: Instagram Facebook X LinkedIn 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. #MMAMID #MMABI #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 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: 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

World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Summary This position supports the Account Executive with responsibilities related to client management and retention Essential Duties and Responsibilities Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks are completed accurately and on-time Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication Handling renewals, service requests, claims, billing and new policies Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures Review all applications, policies, endorsements and audits for accuracy Complete loss/claim analysis and summaries Coordinate expiration list with department manager to obtain renewal business information Qualifications Bachelor's degree or equivalent work experience, preferred 3-7 years minimum Personal Lines Account Management experience required Property & Casualty License required Valid driver's license and insurance, required Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point) Applied/Epic or similar agency management software experience, preferred. Able to work independently and enjoy a high degree of interaction with team members. Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines. Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance. The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information. Ability to maintain a professional demeanor and positive attitude Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #LI-MF1

Job Description World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Summary This position supports the Account Executive with responsibilities related to client management and retention Essential Duties and Responsibilities Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks are completed accurately and on-time Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication Handling renewals, service requests, claims, billing and new policies Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures Review all applications, policies, endorsements and audits for accuracy Complete loss/claim analysis and summaries Coordinate expiration list with department manager to obtain renewal business information Qualifications Bachelor's degree or equivalent work experience, preferred 3-7 years minimum Personal Lines Account Management experience required Property & Casualty License required Valid driver's license and insurance, required Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point) Applied/Epic or similar agency management software experience, preferred. Able to work independently and enjoy a high degree of interaction with team members. Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines. Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance. The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information. Ability to maintain a professional demeanor and positive attitude Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #LI-MF1 Powered by JazzHR 1DIrjVfutB

Company:Description: 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. More than 9,000 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 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 170 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 an Client Executive in our Business Insurance Department, you will work with your clients to build and maintain relationships based on a foundation of trust and accountability, consulting in collaboration with the sales team to provide risk management services tailored to each client's unique needs and situations. You will demonstrate strong knowledge of insurance products, coverage options, and risk management principles. This position requires in-person interaction with clients, producers, and in-office service teams, while also allowing for hybrid flexibility when needed. The ideal candidate will display a high degree of professionalism and commitment to teamwork, customer service, and collaboration in line with our organizational mission and values to drive our strategic initiatives and achieve business objectives. Our future colleague. We'd love to meet you if your professional track record includes these skills: High school diploma or general education degree 8-10 years' experience and/or training in insurance industry; experience with commercial lines rating systems 5-8 years managing relationships including face-to-face client experience. These additional qualifications are a plus, but not required to apply: Some college or higher education 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. #MMAUMW #LI-Hybrid #MMABI

Company:Marsh McLennan AgencyDescription:Marsh McLennan Agency Client Executive, Business Insurance 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'll develop relationships with clients, prospective clients, and carriers. You will serve as an advisor and consultant to clients in order to assess risks and provide innovative solutions to complex risk-related business issues, demonstrating expertise in Loss Sensitive and Captive programs. You will guide the marketing, servicing, and retention of larger accounts, and determine resources needed to support clients and prospects (Claims, Risk Control, Executive & Professional Liability, etc.). Our future colleague. We'd love to meet you if your professional track record includes these skills: Bachelor's degree, or equivalent experience, in business or related field. Minimum five (5) years' experience in an insurance agency or brokerage environment P & C Insurance License or ability to obtain within 90 days. Completed CPCU, CIC, ARM, and/or AU designation or ability to demonstrate equivalent knowledge and ability. Experienced in Agency Management Systems 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 of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfilment through meaningful 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 our website or flip through recruiting brochure. Follow us on social media to meet our colleagues and see what makes us tick: Instagram Facebook X LinkedIn 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. #MMAMID #MMABI #LI-Hybrid

Company:Marsh McLennan AgencyDescription: 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 Business Insurance Client Executive (Non-Sales) 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 Business Insurance Client Executive (Non-Sales), you will: Marketing - Initiate and manage the overall marketing process with a technical understanding of industries and coverages and the ability to develop and build upon relationships with carriers. Effective negotiation and strong placement skills along with the ability to prepare client proposals are essential. Client Service - Manage day to day client relationships by providing high level of service and responsiveness to client's needs. Provide commentary on coverage inquiries, contract review, analytics and market feedback, offer guidance on claims and risk control and coordinate administrative questions with Account Managers. Ability to work independently of Producer on own book of business. Coordination with Producer - Manage Producer expectations, effectively anticipate client needs and work with account team towards accomplishing production, retention, growth, and client service goals. Proposals - Coordinate and produce insurance proposals, stewardship reports, analytics/benchmarking, market commentary and other client deliverables. Be prepared to assist Producer on calls and client meetings. Review and evaluate submissions and proposals prepared by Account Managers. Sales Calls and Presentations - with Producer or independently as needed Provide Loss Analysis/Stratification Information - Quantify client exposures and claim data to provide appropriate loss analysis, stratification and analytical output for clients. Our future colleague. We'd love to meet you if your professional track record includes these skills: 7-10 years of commercial property and casualty insurance brokerage or agency experience in marketing, consulting and risk management High School Graduate. College degree is preferred but not required CPCU, CIC or ARM Designations preferred Ability to work in a faced paced environment with an attention to detail and accuracy Extensive computer skills, excellent communication skills, effective presentation and negotiation skills, ability to lead others, problem solver, multi-tasked, flexibility in working with different personalities, strong customer loyalty, self-motivated, high level of professionalism, ability to anticipate client needs Extensive knowledge of how insurance products are utilized and administered. Extensive knowledge of markets and marketing techniques Proficiency with agency management software (Sagitta, Image Right) A shared commitment to company values; Integrity, Collaboration Passion, Innovation, Accountability 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

Lockton Affinity, in Overland Park, KS is searching for a Unit Manager to join our team. The Unit Manager is a senior position and responsible for overall performance and growth of assigned programs. Responsible for achieving budgeted revenue goals for all assigned programs while maintaining strong client, carrier, and associate relationships. Closely work with key clients throughout the year and be a primary stakeholder in the overall program. Participate as needed with new business opportunities and other ventures. The Unit Manager works closely with the Producers and across all departments at Lockton Affinity. YOUR RESPONSIBILITIES * Develops the annual revenue budget for assigned programs. * Establishes and executes annual strategic plan for designated programs. * Maximizes all potential revenue from existing programs. * Develop, review and approve the annual marketing and service plans for each assigned program to achieve revenue goal. * Monitor and report on revenue results on a monthly basis with recommendations as needed or appropriate. * Responsible for developing and maintaining relationships with association, franchisor, or other sponsor contacts, providing technical advice and strategy on program insurance issues. * Builds, expands and solidifies relationships with new and existing clients at all levels within the company and leads appropriate resources to address the client's needs. * Understands the overall business, operations and needs of the client. * Become the subject matter expert with respect to competition and industry trends. * Collaborate, negotiate, and clearly communicate with colleagues across all levels of the business. * Anticipates or responds in a timely manner to the requests and needs of the client, producer, and other associates. * Protects the confidentiality of client information. * Ability to build strong, dependable relationships with internal associates & external partners. * Communicates in a positive manner to contribute to a professional, cohesive, and dynamic work environment and leads program meetings as needed. * Makes positive contribution to customer satisfaction and constantly strives to improve service to customer via the marketing, sales, underwriting, accounting, claims and client service processes. * Ability to travel by aircraft, automobile, etc. and stay overnight for client meetings, conventions and other business-related events. * Prepares internal and external written correspondence, reports, and analyses as needed. Ability to handle professional sales and marketing presentations at client locations and at industry functions. * Makes timely insurance presentations to clients and knows when to involve producer and others on same. COMPETENCIES * Time Management and Organization: Uses a range of skills, tools, and techniques to manage time when accomplishing specific tasks, projects and goals; this includes planning, allocating, setting goals, delegation, analysis of time spent, monitoring, organizing, scheduling, and prioritizing. * Professionalism: Conducts oneself in a polite and respectful manner and demonstrates good judgment when dealing with internal and external clients. * Client Focus: Practices Lockton's motto, "We Live Service," while serving Clients' needs, nurturing effective Client relationships, and contributing to the overall success and satisfaction of Lockton Affinity. * Reliability: Completes tasks and job functions on time, while meeting or exceeding expectations; carries a trusted reputation for dependability, honesty, consistency, and commitment. * Communication: Expresses ideas clearly, listens effectively, shares information appropriately, demonstrates interpersonal skills, and resolves conflict as needed. * Industry Knowledge: Stays current on issues impacting the industry by maintaining expertise in a functional area.

Job Description Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With ten offices located throughout the United States, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities. Position Summary: This is an incredible opportunity for a bright, energetic, and dynamic individual with a strong analytical capability coupled with superior communication, sales and relationship building skills. In this role, the Client Relationship Analyst is expected to develop into a market facing Client Relationship Manager responsible for sourcing and placing new opportunities following an intermediate training development period. This role begins by learning the in-depth processes, tools and structures we use to design client insurance portfolios and requires a strong aptitude in financial math and financial modeling. The individual in this role will need to show a strong mastery of product knowledge, fundamental income and estate tax planning knowledge, and case design within their first 12 -18 months. Heavy use of Power Point, Excel, financial modeling and preparing client presentations will be required to support our Client Relationship Managers. Combing the skills of sales/relationship building and technical skills will advance you onto a path of a client facing role where you will be able to learn the fundamentals and complexities of our business, and eventually grow into sourcing and managing your own relationships with some of the most influential people in New England and beyond. Position Responsibilities: Analysis Gain knowledge of life insurance products and assist in the preparation of financial analytics and reporting for the firm's ultra-high net worth clients Run term, permanent, and private placement illustrations and work within the WKG Excel templates in support of other Designers on the team Assist with preparing meeting materials for client meetings and calls by accessing SharePoint for grab-n-go documents and coordinating with Designers for custom materials Monitor and review the Client Relationship Manager's calendars to note new appointments and identify needs for meeting materials Create periodic updates of key WKG spreadsheets and modify for bespoke client fact patterns Marketing / Sales Development Shadow a Senior Client Relationship Manager Observe calls with Clients and Centers of Influence Take notes from client meetings and circulate to the appropriate parties Opportunity to attend certain industry networking and informational events Learn the fundamentals of prospecting, applying these strategies to building one's own book of business Ideal Candidate will Possess the Following: Bachelor's degree from a top tier school with a graduation date of May 2024 or May 2025 Demonstrated salesmanship; ability to be persuasive, professional and tactful in both written and verbal communication Strong technical and analytical orientation; ability to create financial models in Excel Desire to want to grow into a sales professional Detail oriented with a strong ability to organize and prioritize in a fast-paced environment Possesses the presentation and gravitas needed to interact with ultra-high net worth individuals and Centers of Influence Proficiency in Microsoft Office Proactive and takes initiative with strong follow through Effective business writing skills Excellent presentation skills Positive, can-do attitude Working Conditions/Demands/Complexity: Required to work on a computer for a substantial part of the day Frequent work in the evenings and occasionally weekends, as needed to meet deadlines A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment Compensation / Benefits: Attractive annual compensation package is commensurate with experience Eligible for annual profit sharing bonus Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits. Powered by JazzHR sc ZtJzd8In

Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With ten offices located throughout the United States, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities. Position Summary: This is an incredible opportunity for a bright, energetic, and dynamic individual with a strong analytical capability coupled with superior communication, sales and relationship building skills. In this role, the Client Relationship Analyst is expected to develop into a market facing Client Relationship Manager responsible for sourcing and placing new opportunities following an intermediate training development period. This role begins by learning the in-depth processes, tools and structures we use to design client insurance portfolios and requires a strong aptitude in financial math and financial modeling. The individual in this role will need to show a strong mastery of product knowledge, fundamental income and estate tax planning knowledge, and case design within their first 12 -18 months. Heavy use of Power Point, Excel, financial modeling and preparing client presentations will be required to support our Client Relationship Managers. Combing the skills of sales/relationship building and technical skills will advance you onto a path of a client facing role where you will be able to learn the fundamentals and complexities of our business, and eventually grow into sourcing and managing your own relationships with some of the most influential people in New England and beyond. Position Responsibilities: Analysis Gain knowledge of life insurance products and assist in the preparation of financial analytics and reporting for the firm's ultra-high net worth clients Run term, permanent, and private placement illustrations and work within the WKG Excel templates in support of other Designers on the team Assist with preparing meeting materials for client meetings and calls by accessing SharePoint for grab-n-go documents and coordinating with Designers for custom materials Monitor and review the Client Relationship Manager's calendars to note new appointments and identify needs for meeting materials Create periodic updates of key WKG spreadsheets and modify for bespoke client fact patterns Marketing / Sales Development Shadow a Senior Client Relationship Manager Observe calls with Clients and Centers of Influence Take notes from client meetings and circulate to the appropriate parties Opportunity to attend certain industry networking and informational events Learn the fundamentals of prospecting, applying these strategies to building one's own book of business Ideal Candidate will Possess the Following: Bachelor's degree from a top tier school with a graduation date of May 2024 or May 2025 Demonstrated salesmanship; ability to be persuasive, professional and tactful in both written and verbal communication Strong technical and analytical orientation; ability to create financial models in Excel Desire to want to grow into a sales professional Detail oriented with a strong ability to organize and prioritize in a fast-paced environment Possesses the presentation and gravitas needed to interact with ultra-high net worth individuals and Centers of Influence Proficiency in Microsoft Office Proactive and takes initiative with strong follow through Effective business writing skills Excellent presentation skills Positive, can-do attitude Working Conditions/Demands/Complexity: Required to work on a computer for a substantial part of the day Frequent work in the evenings and occasionally weekends, as needed to meet deadlines A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment Compensation / Benefits: Attractive annual compensation package is commensurate with experience Eligible for annual profit sharing bonus Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.

Who we are: Since 1956, Lewer has served as an advocate for independent business owners who seek to protect what they've built and prepare for the future. In 1991, our student division was formed to protect people around the world. Lewer offers a concierge approach to employee and student insurance by providing tailored benefit strategies designed to create healthier businesses, families, and individuals. What you'll do at Lewer: Roles and Responsibilities As a Client Advocacy Executive, you serve as a strategic partner to schools and administrators, overseeing the full lifecycle of client relationships and driving long-term success. You take ownership of key accounts, ensuring not only smooth onboarding and implementation but also ongoing engagement, satisfaction, and retention. You deliver WOW! Service by proactively identifying client needs, presenting customized solutions, and guiding administrators and students through complex insurance-related decisions. You play a critical role in revenue growth by managing renewals, expanding existing relationships, and identifying opportunities for new business. Through regular client meetings, presentations, and strategic check-ins, you build trust, strengthen partnerships, and position the organization as a reliable advisor. In addition, you collaborate cross-functionally with internal teams to ensure operational excellence, resolve escalated issues, and continuously improve the client experience. Your impact is measured by client retention and the ability to cultivate strong, lasting relationships that contribute to the organization's profitability and reputation. Your Key Areas of Impact Client Satisfaction & Retention: You play a critical role in ensuring clients receive exceptional service and support that fosters long-term loyalty. By building strong relationships, understanding each client's unique needs, and delivering customized solutions, you create a consistent and positive experience that reinforces trust in the organization. Your ability to respond with professionalism, anticipate challenges, and provide proactive guidance directly influences retention rates, customer satisfaction scores, and referral growth. Through your commitment to service excellence, you strengthen client partnerships and contribute to the organization's reputation for reliability and care. Business Development: You strengthen client relationships by collaborating with the sales team to identify actionable insights and opportunities. You help customize solutions to meet changing client needs and contribute to strategies that deepen partnerships. You actively participate in prospect meetings, networking events, and industry forums to reinforce brand presence and open doors for growth. By positioning the organization as a trusted partner, you create the foundation for successful sales outcomes and long-term market expansion. Program Management: You support clients by coordinating implementation, onboarding, orientation meetings, and annual policy renewals. You maintain and update materials provided to schools including plan summaries, brochures, policies, and websites, ensuring accuracy and accessibility. You may also assist in managing social media messengers and scholarship contests, contributing to broader program engagement. Your attention to detail and organizational skills minimize delays, reduce errors, and optimize processes, resulting in smoother delivery and stronger outcomes for client-facing programs. Risk Mitigation: You help clients manage and minimize their exposure to potential risks. By communicating clearly and accurately about coverage details you empower clients to make confident and informed decisions. You proactively identify potential issues, escalate them appropriately, and drive timely resolutions that safeguard client interests and prevent disruptions. Beyond issue management, you contribute to building a culture of risk awareness and prevention, strengthening both client trust and organizational reliability. The impact of your work is reflected in reduced claim rates, improved loss ratios, and overall risk reduction that supports long-term client stability and satisfaction. Team: Your mentorship skills have a significant impact on associate engagement, retention, and overall productivity. The impact of your work in this area is reflected in improved team performance, reduced turnover rates, and enhanced overall business performance. Cross-Functional Collaboration: Your collaborative approach in working with internal and external stakeholders is vital to the organization's success. Through effective communication, relationship-building, and teamwork, you foster a culture of collaboration that enables successful partnerships and supports cross-functional initiatives. In addition, you contribute to department program management and system-wide responsibilities such as participating in annual audits, ensuring operational integrity. By tracking and reporting on performance metrics you provide visibility into results and areas for improvement. Leveraging data-driven insights, you refine strategies, strengthen accountability, and ensure that collaborative efforts translate into measurable business impact aligned with the organization's broader objectives. You have a commitment to cross-training and serving as backup for your colleagues as needed, which drives smooth operations and superior service for all Lewer clients. The Work Environment, Physical Demands, and Travel Your work is conducted primarily at the Lewer Administrative Offices, with eligibility to work from home in accordance with company policy. You must be able to remain in a stationary position 75% of the time, and be able to occasionally move about inside the office to access filing cabinets, office machinery, etc. You will operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer 95% of the time. You will need to be able to lift to 20 lbs. Travel is required for this seat and is less than 15%. Your qualifications: Requirements You've received your bachelor's degree from an accredited university in business, healthcare, education, or a related field, and you've spent 3-5 years in an account or project management role. You hold a life and health insurance license or will within 90 days of hire. You may be bilingual, which is a plus. You are proficient with Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook. You are also proficient with Adobe and CRM systems, preferably AgencyBloc. This Impact Description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the Associate for this seat. Duties, responsibilities, and activities may change at any time with or without notice. Associate must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable Associates with disabilities to perform the essential functions of their job, absent undue hardship. More about us: Our Core Values You live the following “ Lewer Core Values ” in your daily work: I've Got This - Always takes care of business; assumes responsibility, supports accountability, leads by example. Kaizen - Embodies constant improvement; always asks why and continuously improves our processes. Results With Integrity - Commits to strong moral and ethical principles in the pursuit of excellence. Good Vibes - Takes care of one another; works enthusiastically, treats others professionally and respectfully. The Team Lewer runs on the Entrepreneurial Operating System (EOS). That means as a member of this team, your manager is committed to: Giving clear directions. Providing the necessary tools. Acting with the greater good in mind. Delegating. Understanding your role and how you can help the company. Providing clear expectations. Communicating effectively. Running effective meetings. Meeting one-on-one with you quarterly or more, if needed. Rewarding and recognizing your performance. It also means you are committed to the EOS life by doing what you love, with people you love. You make a huge difference, are compensated appropriately, and take time to pursue personal passions. Your coworkers are a diverse group of professionals across all the business units of Lewer. They are highly skilled professionals who are passionate about their work and committed to achieving Lewer's goals. They are collaborative and eager to work together to identify opportunities for improvement and find solutions to complex business challenges. Benefits Some benefits Lewer offers its Associates include: Employer-paid medical, dental & vision insurance Employer-paid short-term disability, long-term disability and life insurance $1,200 Employer HSA annual contribution 4% 401(k) match with 100% immediate vesting Salary Description $65,000-$75,000

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities. DentaQuest manages dental and vision benefits for more than 33 million Americans. Our outcomes-based, cost-effective solutions are designed for Medicaid and CHIP, Medicare Advantage, small and large businesses, and individuals. With a focus on prevention and value, we aim to make quality care accessible to improve the oral health of all. Job Description: Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work. Our team members and leaders are expected to foster connection and teamwork by being present in the office at least 2 days per week. The Opportunity: The Client Partner is responsible for contract deliverables, including compliance reporting, financial reporting and service level performance reporting. The Client Partner is also responsible for ensuring effective coordination and communication of client requests to ensure client expectations are satisfied. How you will contribute: Responsible for on-going, effective communications and service to the current clients via on-site meetings, conference calls, and day-to-day interaction. Provide support to DentaQuest leadership for administration of the client's program, and communicate information accurately and efficiently, to ensure that DQ is meeting and exceeding client expectations, and the terms of the RFP and contract. Identify and communicate client expectations to DQ leadership and staff, and ensure expectations are delivered effectively. Resolve issues and strengthen relationships at various professional levels within the client's organization. Responsible for coordination and serving as primary point of contact for client audits of DentaQuest programs to include coordination of documentation requests, meeting organization, and responding to auditor follow-up requests to DentaQuest. Develop and maintain relationships with appropriate functional areas within DentaQuest to ensure effective contract performance. Support innovative business practices and process improvement opportunities for current and prospective clients (e.g., P4Q, QARR, ER Diversion). Monitor changes in regulations and fee schedules, and communicate same to ensure compliance with state and federal guidelines. Perform functions that support timely and accurate reporting to clients. Responsible for updating Office Reference Manuals, implementing corrective action plan response and effectively organizing client audits. Develops and submits IODs based on CMS, market- or client-specific program requirements. Manages process for obtaining program requirements, documentation, support and other special requests from clients. Provides regular updates to senior management on internal and external issues affecting market performance. Represent DentaQuest at health fairs, conferences and advisory meetings through the State. Other duties as assigned. What you will bring with you: Required Qualifications: Bachelor's Degree in Business, Healthcare Administration (or related field) or equivalent, relevant work experience. Five years' experience working with external clients/customers; proven track record of providing superior service to internal and external customers. Well-organized and superior organizational, written and oral communication skills, particularly presentation skills. Knowledge of group benefits. Proven ability to provide consultative services to proactively meet customer needs, using management reports, offering training opportunities and recommending innovative solutions. Ability to work independently and as part of a team. Proficient with general computer software including Microsoft Excel, Word and Outlook. Proven problem-solving skills. Ability to make good judgment conclusions based on data available with minimal supervision. Ability to prioritize and organize multiple tasks with tight deadlines. Excellent customer service skills. Up to 15% local travel required PHYSICAL DEMANDS: Ability to work in a traditional professional office setting/remote equivalent. Ability to effectively operate computer equipment. Work schedule may vary and is determined by project schedules. Ability to travel as projects dictate Ability to efficiently operate all job-related office equipment. Ability to communicate via telephone and work in virtual teams The office environment is active with high voice levels and interruptions that may challenge hearing and concentration. Salary: Salary Range: $63,000 - $94,500 At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions. Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you! We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds. Life is brighter when you work at Sun Life At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities. We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email ************************* to request an accommodation. For applicants residing in California, please read our employee California Privacy Policy and Notice. We do not require or administer lie detector tests as a condition of employment or continued employment. Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected vetera n. Job Category: Sales - Client Relationship Management Posting End Date: 29/01/2026