Service Account Representative
Boston Mutual Life Insurance Company Job In Canton, MA
All Boston Mutual employees who interact with our policyholders, our producers and our BML associates embrace the principles of our brand and service philosophy. We are all brand ambassadors. Both our words and our behaviors matter. We share a common service philosophy and pride ourselves in living the BML brand promises every day, one interaction at a time.
We do our best to:
Demonstrate a desire to assist.
Listen for understanding and respond empathetically.
Explain things in a manner that is easy to understand.
Be knowledgeable students of our business.
Take full ownership to resolve questions and issues.
Be professional, polite and courteous.
Leave our customers and associates “better than where we found them.
The Service Account Representative is responsible for the successful onboarding of new customers and processing monthly remittances using a variety of processes while maintaining the highest levels of service professionalism in all they do.
The Service Account Representative is expected to:
Reconcile monthly list bills; process premium payments and other financial transactions, such as issuing refunds, reversing premiums, writing off small balances
Perform checks and balances by identifying discrepancies to balance the accounts and resolution of problem situations.
Provide customer service through written and verbal correspondence to internal/external stakeholders; recognize what needs to be done to meet complex stakeholder needs and demonstrate flexibility and responsiveness to meet those requirements.
Process various mainframe transactions to change or correct policy records.
Provide coaching and training for new hires and peers; collaborate to solve problems.
Process returned mail and update addresses in mainframe system.
Comply with privacy guidelines., company policies, and procedures.
Perform other duties and/or projects as needed or required.
QUALIFICATIONS
Education: High School Diploma or GED required; Associates Degree preferred.
Experience: Minimum of 2 years of equivalent business experience required. Insurance experience and/or knowledge preferred. 1+ years of experience in Customer Service preferred.
Knowledge Requirements:
Excellent written/verbal communication skills.
Strong organizational skills that reflect ability to perform and prioritize a high volume of multiple tasks seamlessly with excellent attention to context, substance and detail while meeting goals and strict deadlines.
Excellent interpersonal skills and the ability to effectively build and extend relationships.
Experience using multiple system applications, managing electronic and physical documents, ensuring they are properly recorded in systems and stored appropriately.
Excellent working knowledge of Microsoft Office Word and Excel.
Summer Intern - Learning & Development
Boston Mutual Life Insurance Company Job In Canton, MA
All Boston Mutual employees who interact with our policyholders, our producers, and our BML associates embrace the principles of our brand and service philosophy. We are all brand ambassadors. Both our words and our behaviors matter. We share a common service philosophy and pride ourselves in living the BML brand promises every day, one interaction at a time.
The following statements represent what Boston Mutual stands “FOR” - it is what makes us different and better in the market we serve.
We are FOR being a progressive life insurance company offering financial peace of mind to working Americans and their families.
We are FOR providing practical and affordable products designed for those we serve.
We are FOR making it easy to secure a level of financial protection with a portfolio of products - beginning with life insurance.
We are FOR providing a personalized customer experience to our policyholders and producers.
We are FOR acting in the best interests of our policyholders, producers, employees, and the communities in which we live and serve - representing the goodness of mutuality in all we do.
We do our best to:
Demonstrate a desire to assist.
Listen to understand and respond empathetically.
Explain things in a manner that is easy to understand.
Be knowledgeable students of our business.
Take full ownership to resolve questions and issues.
Be professional, polite, and courteous.
Leave our customers and associates “better than where we found them.”
The Learning and Development Intern will assist in the design, development, and implementation of training programs and initiatives. This is an excellent opportunity for someone looking to gain hands-on experience in the Learning and Development field, contributing to various aspects of talent management, employee growth, and professional development.
Key Responsibilities :
Developing Training Content: Create a training outline and content for assign project.
Conduct Research: Conduct research to build and design assigned learning and development initiative.
Data Collection & Reporting: Gather feedback from various parties on the program design and make adjustments as needed.
Learning Management Systems (LMS): Learn how to develop and assign course work for assigned project in our learning management systems.
Onboarding Programs: Support the training team with the New Hire Orientation program.
General HR Support: Assist with various HR projects and initiatives as assigned, and provide support to HR team members.
Qualifications:
Currently enrolled in a Bachelor's or Master's degree program in Human Resources, Psychology, Education, Business, or related field.
Strong written and verbal communication skills.
Basic knowledge of Learning Management Systems (LMS) and Microsoft Office (Excel, PowerPoint, Word).
Detail-oriented with strong organizational skills.
Ability to work independently and collaborate effectively in a team.
Eagerness to learn, with a passion for employee development and training or HR.
This internship opportunity has a start date of Monday 6/2/2025 - Monday 8/11/2025.
Hybrid Work Model
At our Canton location, employees will be on site Monday - Thursday starting 5/1/23. At our Omaha location, employees will be on site 2 days per week.
Boston Mutual is an equal opportunity employer, and does not discriminate on the basis of race, color, age, religious creed, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, disability, military service, veteran status, family status, pregnancy, or any other characteristic protected by federal or state laws. Boston Mutual is a drug-free workplace.
#LI-Hybrid
Client Executive
Lincoln, NE Job
The Client Executive on the contractor team is responsible for client satisfaction of our largest, most complex contractor clients. The Client Executive partners with Risk Advisors to provide a consultative and strategic approach to designing risk management programs that best fits the client's goals. The Client Executive is expected to consistently provide excellent customer service to our clients, as well as establish effective working relationships with internal partners and carriers.
Requirements
Strategic Risk Management:
Implement and maintain risk management insurance programs for UNICO clients.
Identify problems, summarize, and develop strategic commercial insurance solutions.
Lead new business submission process in partnership with Advisors, ensuring necessary information is obtained and follow-up items are completed.
Provide tailored recommendations, in collaboration with the Advisor, regarding products and policies that align with clients' goals and risk profiles.
Conduct regular client strategic meetings to understand evolving needs, provide insurance advice, and offer tailored solutions.
Client Relationship Management
Prepare and present compelling materials that demonstrate UNICO's unique approach to mitigating business risk during quarterly updates, renewals, and new business meetings.
Provide tailored recommendations, in collaboration with the Advisor, regarding products and policies that align with clients' goals and risk profiles.
Leverage interactions with current clients to identify and pursue new business opportunities.
Ensure we earn the right to ask our clients for referrals.
Insurance Product Knowledge
Develop and maintain excellent carrier relationships.
Stay current with market conditions, new risk management ideas, strategies, and industry trends.
Develop strong knowledge of industry, markets, companies, and carrier appetites.
Learn and understand alternative risk financing opportunities to explain and offer to clients when applicable.
Remain informed regarding UNICO resources, industry information, and new product information.
Policy Management And Service Plan Execution
Create and execute client service plans, ensuring commitments are reported in a unified and meaningful way.
Advocate for changes and additions to service plans that increase value for clients.
Oversee the policy management process, including policy renewals, endorsements, and claims handling, to ensure timely and accurate delivery of services to clients.
Collaborate with insurance carriers and underwriters to negotiate coverage terms, pricing, and claims settlements on behalf of clients.
Verify that accurate and organized client records, policy documentation, and other relevant information are being managed in our customer and agency management software (Salesforce).
Cross-Functional Collaboration
Organize workflow and follow established service timelines to support sales efforts effectively.
Maintain open and clear communication channels with internal partners, clients and carriers.
Work closely with the Account Manager and act as liaison between the Account Manager and Advisor when applicable.
Communicate critical issues to Advisors and the Service team
Skills/Abilities
Proven ability to manage multiple projects at a time while paying strict attention to detail.
Demonstrated ability to communicate and present information professionally and effectively at all levels of the organization.
Ability to successfully interact with a variety of client personality types.
Ability to follow up on activities from start to finish while working independently.
Strong analytical skills with the ability to assess risk, interpret market trends, and develop client focused solutions.
Exceptional communication skills, with the ability to explain complex concepts in a clear, client-friendly manner.
Alignment with UNICO's core values: professionalism, trust, teamwork, and positivity.
Proficient in Microsoft Excel, PowerPoint, Outlook, and a variety of other software, systems, and programs, with the ability to learn new software applications.
Education And Experience
Education: Bachelor's degree preferred.
Experience: A minimum of five years of experience with property and casualty insurance.
Experience delivering client-focused solutions based on customer needs for clients with complex risk profiles. Working experience within insurance, construction or a related industry is preferred.
Licensure: Current property and casualty insurance license.
Account Executive
Knoxville, TN Job
Join a Winning Team:
Are you a competitive and driven sales professional who thrives on working in the field, building relationships, and exceeding targets? If you're passionate about sales and eager to grow with a company that rewards your success, we want to hear from you!
We're looking for an Account Executive (AE) to join our high-performing sales team. This is your chance to take your career to new heights in our Knoxville, TN territory, where you'll have the opportunity to make a direct impact on the company's growth and drive your own success.
Why Work with Us?
Limitless Growth: We believe in promoting from within and giving our team the tools to succeed at every stage of their career.
Uncapped Earning Potential: Competitive base salary and commission structure means the sky's the limit for high performers.
Work-Life Balance: Enjoy a monthly car allowance, fuel card, and all the support you need to excel.
Full Benefits from Day 1: Medical, dental, vision, and a 401k plan with no waiting period. Plus, 9 paid holidays and 2 floating holidays so you can recharge.
Training & Tools: Paid 8-week training program and all the latest tech (company laptop and cell phone) to help you thrive.
Your Role:
Drive Sales & Grow the Business: Focus on generating new accounts and building relationships in your territory.
Achieve Results: Meet and exceed sales targets by identifying and pursuing new business opportunities.
Be the Face of the Company: Represent the company professionally, delivering value to clients and fostering long-term partnerships.
What You Bring to the Table:
18+ months of B2B sales experience, with a focus on new account generation.
A proven track record of success in developing business and generating leads in a sales territory.
Minimum high school diploma or GED (college degree preferred, but not required).
Valid driver's license and the ability to travel within your territory.
Clean background check required.
Preferred Skills:
Strong presentation and communication skills that help you build rapport with clients.
Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) to stay organized and efficient.
Familiarity with CRM systems like Salesforce to manage your sales pipeline effectively.
Ready to take your career to the next level? If you're driven, passionate about sales, and eager to work with a company that rewards your hard work, apply today!
Financial Advisor
North Andover, MA Job
Snap out of your routine. A career should be something you're proud to share with the world. Find out what makes you Modern Woodmen material and start your journey toward a career worth sharing.!
Our licensed financial services professionals maintain control over what they make, and how they spend their time. You will work hard. You will earn and learn. You will make a difference in people's lives and in your communities.
Our Common Bonds:
Community Support
Quality Family Life
Financial Security
Do you want to:
Grow professionally and as a person?
Be in a leadership role?
Help others and initiate change?
Feel accomplished and appreciated?
Are you willing to:
Think Outside the Box?
Face Rejection?
Find the Balance between Work, Study, and Play?
Take Your Life and Career into Your OWN HANDS?
Do you possess:
An Entrepreneurial Mindset?
Community Spirit?
Mad Communication Skills?
Problem Solving Abilities?
If you are one of the few who can both qualify and survive..... HERE'S WHAT YOU'LL GET:
Excellent Medical Dental plan where we pay all your premiums and 50% of your spouse and dependents.
Intensive, and Extensive Hands-On Training
A FULLY FUNDED Defined Benefit Plan (YES, a PENSION) where we contribute everything
A 401(k) which we match starting on DAY 1
Group term life insurance benefits
Expense-paid trips, valuable prizes, and exciting incentives
MUST HAVE TWO YEARS FULL TIME WORK EXPERIENCE.
MUST BE U.S. CITIZEN OR PERMANENT RESIDENT.
Learn More About Us Here
Administrative Assistant
Greenwood, IN Job
We are looking for a responsible Administrative Assistant to perform a variety of administrative and clerical tasks. Duties of the Administrative Assistant include providing support to our managers and employees, assisting in daily office needs, and managing our company's general administrative activities.
About you
Self-motivated
Positive thinker
Takes initiative
Community driven
Organized
Responsibilities
Supports office operations related to organization and communication such as preparing documents, distributing income work, filing documents, scheduling meetings, greeting visitors, answering incoming communications, updating social media. Must maintain confidentiality.
Write and distribute email, correspondence memos, letters, faxes, and forms
Update and maintain office policies and procedures
Home Office liaison for required service items and education and training topics
Maintain contact lists; may be asked to communicate with members
Provide general support to visitors
Assist with recruiting processes and systems
Assists with coordination of Fraternal processes; this may include submitting requests, filing reports, making arrangements, etc.
Attend and organize community networking opportunities and information.
Skills
Knowledge of office management systems and procedures
Proficiency in MS Office (MS Excel and MS PowerPoint, in particular)
Excellent time management skills and the ability to prioritize work
Attention to detail and problem-solving skills
Excellent written and verbal communication skills
Strong organizational skills with the ability to multi-task
What Modern Woodmen offers As an Administrative Assistant; you'll receive our full benefit package. Perks include:
Medical and dental plan paid 100%.
Pension plan
401(k) retirement contribution plan, including an employer match.
Group term life insurance.
Paid holidays, vacation and sick.
About Us
Since 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures. These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. These activities build relationships, allowing for membership growth and greater community impact.
What Makes us Different - Why Modern Woodmen?
In terms of assets, Modern Woodmen of America is the nation's third-largest fraternal benefit society.
Fraternalism is a unique combination of business and giving back to the communities we serve and causes that are meaningful to both individual employees and the company as a whole - a continuous cycle of positive impact.
As a Fraternal organization, we exemplify our desire to make a positive impact on the world around us by offering our members, unwavering support in their volunteer efforts, providing access to large networks, social events, continuous education and leadership development, “Make an Impact” Scholarship opportunities, and “Do Good” Grants.
We want to support and invest in YOU and the things you hold most important.
2023 MWA Community Impact statistics
Approximately 2,200 local chapters and 500 youth service clubs nationwide
$46.4 million contributed to worthy causes through fundraisers (includes total raised by member chapters and clubs partnering with community groups).
250,449 volunteer hours donated by members in chapters, Summit chapters, and youth service clubs.
$18.2 million in support of members and their communities in 2023.
Modern Woodmen is an equal opportunity employer.
Assistant General Counsel, Reinsurance Investment Products
Boston, MA Job
The Assistant General Counsel, Reinsurance Investment Products will provide legal and strategic advice for KKR's growing and dynamic insurance transactional business. The Senior Counsel will work directly with the insurance business teams in New York and Bermuda, as well as colleagues throughout the Legal team and in other functional areas related to KKR's insurance business, to negotiate complex and novel transactions and provide advice and legal support for the day-to-day functioning of a growing, dynamic and industry-leading business.
RESPONSIBILITIES:
Negotiate transactions, including drafting a wide range of transactions documents with third parties and supervising outside counsel. Types of transactions include, without limitation, block and flow reinsurance of annuity and life contracts and pension liabilities and retrocessions to Bermuda reinsurers.
Serve as strategic legal advisor on multi-billion dollar (re)insurance transactions, interacting directly and regularly with KKR's industry-leading insurance business teams and legal colleagues, as well as members of the C-suite.
Lead and advise on structuring of multi-billion dollar third-party capital vehicles.
Develop capital solutions and new fundraising products for the insurance business.
Serve as go-to advisor on regulatory matters (both U.S. and non-U.S.) affecting KKR's (re)insurance business.
Lead coordination of various functional areas in order to advise on and facilitate business initiatives related to (re)insurance.
Collaborate and serve as legal lead on developing and implementing best practices of a growing organization.
Lead evaluation of, and present to senior leadership on, novel matters and transactions.
Build and maintain partnerships with internal stakeholders as well as contacts within the broader legal & compliance community.
QUALIFICATIONS:
Juris Doctor degree (JD) and 6+ years of experience in the field of law, preferably including financial services/insurance or another regulated industry.
Experience with third-party capital vehicles, joint ventures, M&A and/or reinsurance.
Experience with life/annuity reinsurance transactions a plus.
Experience with pension risk transfer transactions a plus.
Familiarity with the Model Holding Company Act a plus.
Ability to interpret regulations, governance documents and regulatory filings.
Experience independently, or leading a team, negotiating complex transactions.
Superior negotiation and drafting skills.
Superior ability to manage competing priorities of a variety of fast-paced, dynamic transactions.
Superior communication skills and ability to communicate complex topics succinctly to senior business and legal team members.
Desire to become subject matter expert with respect to a variety of transactions.
Superior judgment with ability to use independent judgment, think commercially, establish priorities, delegate, drive processes forward and work effectively on multiple initiatives concurrently.
Ability to work with a geographically dispersed team.
Capacity to consider, process and filter large amounts of complex information quickly and identify appropriate actions in a fast-paced environment.
Ability to work across enterprise and present complex matters to senior business leaders.
Strong communication skills, work ethic and high level of personal integrity and accountability.
Willingness to travel periodically to international locations for transaction negotiations.
#J-18808-Ljbffr
Insurance Sales Consultant
Remote or Boston, MA Job
Insurance Sales Agent - Remote | Free Qualified Appointments | Unlimited Earning Potential
🚀 1099 Independent Contractor | Commission-Only | No Cold Calling 🚀
Are you ready to take control of your career and income? At Afortus Financial, we're revolutionizing insurance sales by eliminating cold calling and providing agents with pre-set, high-quality appointments-so you can focus on closing deals and earning big!
💰 Expected First-Year Earnings: $60,000 - $110,000
📈 Long-Term Potential: $90,000 - $250,000+
🎯 Free, Qualified Appointments Provided - No Lead Costs!
🏡 100% Remote & Flexible Schedule
Why Afortus?
🔥 Free Exclusive Appointments - We provide you with 6-10 pre-set, pre-qualified virtual appointments every week-no lead generation, no chasing clients. They come to you, ready to buy.
💰 High Commission-Only Pay - As a 1099 independent contractor, you'll earn uncapped commissions, overrides on agents, production bonuses, and renewals starting at 1.75% from day one!
📚 Best-in-Class Training & Support - We provide comprehensive training, proven sales scripts, and a custom-built CRM to set you up for success.
🔝 Leadership & Team Growth Opportunities - Want to build a team? We pay for, recruit, and onboard new agents for you-so you can mentor and earn overrides as you grow.
🏡 Work from Anywhere - This is a fully remote opportunity. Work on your schedule with no office commute and flexibility to set your own appointments.
What We're Looking For:
✔ Licensed Agents Preferred - If you're not licensed yet, you must be willing to obtain your insurance license (we'll help guide you through the process).
✔ Self-Starter with Strong Communication Skills
✔ Coachable & Eager to Learn
✔ Highly Motivated to Earn Six Figures
✔ Able to Work Independently in a Remote Setting
✔ Passionate About Helping Clients Achieve Financial Freedom
Why Choose Afortus Financial?
✅ Top 5 Producer for major IUL carriers in the U.S.
✅ No Cold Calling - We Provide the Appointments!
✅ Industry-Leading Products & Proven Sales Presentations
✅ Scalable Income with Team Growth Opportunities
✅ Helping All Americans Reach Financial Freedom
🚀 Ready to Take Your Career to the Next Level?
📩 Apply Now & Start Your Journey to Financial Freedom!
Accelerated Path to Management Program
Boston, MA Job
New York Life Accelerated Path to Management Program
Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We'll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we'll train you and provide you with access to the tools you need for a career in management.
What we're looking for
We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses-motivated people who can answer yes to one of the following questions:
• Do you have sales or managerial experience in another industry?
• Have you previously run your own business?
• Do you have an MBA or other equivalent degree?
• If so, the Accelerated Path to Management Program may be right for you.
In the Accelerated Path to Management Program, you'll start off as a financial professional*, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You'll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success.
What we offer
Phase 1: Firsthand experience as a financial professional
You'll learn firsthand about a financial professional's role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite.
Training and resources
You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content.
Product Solutions
You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products.
Phase 2: Your transition to Associate Partner
After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.1
We'll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you'll continue to have opportunities to grow and be promoted to increasingly senior levels of management.
How we will compensate you
When you begin with New York Life as a financial professional2, your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: ******************************************************************************* If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000-$150,000 (in California and Washington, the minimum salary is $66,560 and $67,725, respectively), plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan,3 and a 401(k) savings plan.4 New York Life will value and reward your hard work and success. You'll have significant income potential over time, because our field managers' compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 568 recruiters at all levels in 2023 was $280,000.5
About New York Life
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. New York Life accepts applications to become a financial professional on an on-going basis. Candidates who qualify for the Accelerated Path to Management program will need to meet specific requirements as a New York Life financial professional before entering a specialized six-month Associate Partner training program.
*The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract.
1Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Once you meet all the requirements, the timing of your transition to the Associate Partner role will also depend on openings in the schedule for Associate Partner training. Currently, training cohorts open four times during each year, but are subject to change. Please ask your New York Life recruiter for details.
2If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract.
3Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason.
4This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to amend or terminate benefit plans at any time for any reason.
5Based on 2023 Company data for 110 Managing Partners, 94 Executive Partners/Senior Partners and 364 Partners/Associate Partners who were active as of December 31, 2023. Average recruiter income is provided for illustrative purposes only. A recruiter's income is determined based on the applicable field management compensation plan in effect for that pay year. A recruiter's income also varies from year to year, and is dependent upon the recruitment, development and retention of quality agents and the sales generated by each agent in the recruiter's unit and/or in the General Office. In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including the recruiter's field management title/level, the sales results of the recruiter's unit and/or General Office, and the recruiter's applicable field management compensation plan. The historical income numbers shown above include additional compensation payments designated to reimburse all of a field manager's business expenses not otherwise reimbursed by the company. The company reserves the right to amend, modify, or terminate the compensation plans at any time.
New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life Insurance Company
AR10901.052024 SMRU5058493 (Exp.04.30.2025)
Loss Control Consultant
Nashville, TN Job
The location of this position is flexible and may be available in another location and/or remotely based on the need of the department, however, you must reside in one of the following states to be eligible: AL, AZ, AR, CO, FL, GA, ID, IL, IN, IA, KS, KY, MI, MN, MO, NE, NC, ND, OH, PA, SC, SD, TN, UT, VA, WI.
Auto-Owners Insurance, a top-rated insurance carrier, is seeking a motivated individual to join our team as a Loss Control Consultant. The position requires the person to:
Delivery of high quality multi-line risk evaluations and loss analysis of exposures and controls related to Workers' Compensation, Property, Inland Marine, Umbrella, Builders' Risk, Products/Completed Operations, Commercial Auto, Garage Liability/Dealer's Blanket and General Liability.
Have a team-based approach working with other internal associates and departments, as well as our agency partners, to provide effective risk improvement consultations to Commercial policyholders that positively influence loss ratios, relationships, profitable new business growth and account retention.
Deliver collaborative, consultative-based Loss Control services that provide value and solutions to policyholders while working with them to move service issues forward and improve the account's loss exposures and performance and overall cost of risk.
Conduct on-site visits of existing and prospective policyholders and complete comprehensive survey reports to evaluate operations, exposures and controls and provide an overall assessment for adequate risk selection, pricing and application of techniques for profitable Underwriting results.
Complete value-based correspondence to summarize visit activities that includes solutions-based discussion and development of meaningful recommendations to minimize policyholder exposure to loss.
Act as a technical resource for Underwriters, other internal departments, agency partners and policyholders. Assist policyholders with identifying exposures and implementing effective controls to minimize risk.
Provide value-added services to assist in overall policyholder risk reduction strategies such as effective safety culture implementation, risk identification, program development assistance, safety training, resource assistance and loss analysis evaluation.
Market Loss Control department and Auto-Owners competitive differentiation to policyholders and agency partners with a focus on building positive and lasting relationships to bring in and retain profitable business.
Assist in the evolution of the Auto-Owners Loss Control Department by contributing technical skills and knowledge, expertise, ideas and working on projects to assist in achieving our vision. Mentor, coach and train new and less experienced Loss Control associates.
Desired Skills & Experience
REQUIRED
Excellent oral and written communication, presentation and marketing skills
Active listening and the ability to ask open-ended questions
Sound interpersonal, consultative and collaborative skills
Excellent problem solving, critical thinking, organizational and time-management skills
Detail oriented and disciplined
Strong work ethic
Excellent problem solving and critical thinking skills
Assertive and high level of self-motivation
Ability to work independently, remotely and with minimal supervision
Ability to work cooperatively and enthusiastically with both internal and external stakeholders
Flexibility for necessary travel and occasional overnight stays
Valid driver's license with good driving history
PREFERRED
Bachelor's degree from a four-year college or university in safety related sciences, engineering, related field, or equivalent OR an Associate's degree in Occupational Safety and Health with equivalent related work experience.
Minimum of 3 years increasing levels of related Loss Control and Commercial lines Property/Casualty insurance experience
Possessing relevant designations such as ALCM, OHST, ARM, CFPS, CIH, ASP and/or CSP
Benefits
Auto-Owners offers a wide range of career opportunities, and we are seeking talent that will help us continue our long tradition of success. We offer a friendly work environment, structured training program, employee mentoring and an excellent compensation/benefits package. Along with a competitive base salary, matched 401(k), fully-funded pension plan (once vested), and bonus programs, Auto-Owners also provides generous paid time off including holidays, vacation days, personal time, and sick leave. If you're looking to do rewarding work alongside great people, Auto-Owners is the place for you!
Equal Employment Opportunity
Auto-Owners Insurance is an equal opportunity employer. The Company hires, transfers, and promotes on the basis of ability, without consideration of disability, age, sex, race, color, religion, height, weight, marital status, sexual orientation, gender identity or national origin, or any factor contrary to federal, state or local law.
*Please note that the ability to work in the U.S. without current or future sponsorship is a requirement.
Entry Level Insurance Sales Agent
Remote or Greenwood, IN Job
Bankers Life seeks professionals for a dynamic hybrid remote work environment. Start your insurance agent career and earn up to $5,000 in bonuses and commissions alone in the first four months. We offer award-winning training with the option for hybrid work schedule.
As an Entry Level Insurance Sales Agent, you will:
· Schedule appointments to assess clients' financial needs
· Provide expert life and health insurance recommendations
· Deliver excellent customer service to clients
Compensation:
· Commission and bonus-based position
· First-year agents typically earn $41,000 - $62,000 on average
· New agents can receive up to $12,000 in production-based incentives in the first year
· Up to $5,000 bonuses available in the first four months
· Experienced agents earn $100,000+ in commissions and bonuses
Support for your career:
· Flexible work environment after completing training (4-12 weeks)
· Set your own hours and work onsite, in the field, or in a blended capacity
· Training provided by successful field leaders
· Pre-licensing training provided free of charge; state exam fees are the individual's responsibility
· Management positions with benefits available within local branches
· Our entry-level agents come from diverse backgrounds and do not need prior sales experience
What will set you apart:
· You have a sales-oriented mindset and willingness to connect with clients
· You are passionate for building sales relationships
· You are goal-oriented with a focus on sales success
· You have excellent time management and organizational skills
Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************
Head of Artificial Intelligence
Boston, MA Job
We are seeking a visionary Head of Artificial Intelligence to oversee AI-related projects across our organization. This individual will be responsible for conceiving of AI initiatives throughout the business, in particular those that support best-in-class experiences for Customer Service and Claims, as well as capabilities for Risk Assessment, Marketing Segmentation and Pricing Segmentation. The ideal candidate will possess expertise in artificial intelligence, strong communication skills, and the ability to work with cross-functional teams to deliver cutting-edge AI solutions. This position will report directly to our Chief Technology Officer.
This role offers a unique opportunity to shape the future of AI at our company, overseeing the implementation of AI projects from concept through to execution, ensuring alignment with corporate goals and spearheading the introduction of AI systems across the organization.
Key Responsibilities:
Lead AI Strategy: Propose AI strategies that align with the company's overall business objectives. Identify opportunities where AI can drive innovation, efficiency, and business transformation.
Innovation & Thought Leadership: Stay ahead of AI industry trends and emerging technologies.
Stakeholder Engagement: Collaborate with senior executives, department heads, and cross-functional teams to align AI initiatives with company goals.
Vendor & Partner Management: Identify and manage relationships with external AI vendors, research institutions, and strategic partners. Help negotiate contracts and manage third-party AI collaborations to ensure optimal outcomes.
Qualifications:
Education (required):
Advanced degree (Master's or Ph.D.) in Computer Science, Engineering, Data Science, or related field.
Experience (preferred):
At least 3 years of experience in AI-related roles, with a strong focus on leadership and strategy. Experience in managing AI-driven projects and cross-functional teams.
Proven track record in delivering AI solutions that have resulted in measurable business outcomes.
What We Offer:
Competitive salary and benefits package including Annual 401(k) Employer Contribution (up to 7.5% of your base salary)
Opportunity to lead transformative AI initiatives with a team of talented professionals.
A collaborative, dynamic, and innovative work environment.
About the Company
The Plymouth Rock Company and its affiliated group of companies write and manage over $2.2 billion in personal and commercial auto and homeowner's insurance throughout the Northeast and mid-Atlantic, where we have built an unparalleled reputation for service. We continuously invest in technology, our employees thrive in our empowering environment, and our customers are among the most loyal in the industry. The Plymouth Rock group of companies employs more than 2,000 people and is headquartered in Boston, Massachusetts. Plymouth Rock Assurance Corporation holds an AM Best rating of “A-/Excellent.”
Executive Director
Remote or Boston, MA Job
Type: Full Time
Salary: $150,000
The Opportunity:
Root seeks a visionary, community-driven leader to step into the role of Executive Director, guiding our mission to empower young people through culinary training, transitional employment, and food security initiatives. As a social enterprise, Root operates at the intersection of nonprofit leadership and business innovation, using food as a powerful tool for workforce development and community impact.
The Executive Director will lead a dedicated team of 13 full-time staff, along with an evolving cohort of training program alumni who participate in our transitional employment program. With an annual budget of nearly $2 million, Root's funding is driven by philanthropy, grant support, and revenue-generating food enterprises, alongside two major annual fundraising events.
Because Root is a social enterprise, we seek a combination of non-profit leadership and business management skills and experience in the Executive Director. Management-level operating experience in the culinary or related sectors is highly desirable, as are demonstrated entrepreneurial skills. Experience working with a socially and economically diverse youth population and demonstrated success encouraging and incorporating youth voice in the organization will be key differentiators. Comfort with financial management, board governance support, and non-profit development are important core competencies. In a relatively flat management organization, experienced staff support the operational complexity of the training program and commercial kitchen activities and play an integral role in planning and execution of events and food enterprise initiatives to cross-subsidize Root's training and food security work.
The Executive Director will work closely with Root's Board of Directors on the development, execution, and funding of its strategic plan. Community partner non-profits, local restaurants and businesses, and town and city governments are key constituents in this work. Board members are actively engaged in committee work and task-driven working groups with the management team and will be key partners of the Executive Director in the important cultivation and development responsibilities of the role.
Why This Role?
Root has a proven model of social impact, using food to build futures and strengthen communities. Even in times of crisis-such as the COVID-19 pandemic-our team has adapted, innovated, and expanded access to meals and job training for those in need. The next Executive Director will have the opportunity to shape the future of Root, growing its programs, deepening community connections, and expanding opportunities for the young people we serve.
If you are a bold, socially conscious leader with a passion for food, workforce development, and nonprofit innovation, this is your chance to make a lasting impact. Join us in harnessing the power of food for social change!
Qualifications:
Successful experience in a senior management position with direct responsibility for strategy, revenue generation, program, budget and board functions for an organization(s) of comparable size and complexity
Track record of effectively leading and scaling a business
Ability to develop and operationalize strategies to advance an organization through successive stages of growth
Deep and heartfelt passion for and commitment to the mission of Root, along with the energy and endurance to achieve the ambitious goals of the organization.
Financially savvy and politically astute leader able to set clear priorities, delegate and guide investment in people and systems, and apply analytic, organizational and problem-solving skills to operational challenges
Demonstrated ability to build coalitions in the community and work effectively with internal and external stakeholders
Excellent communicator with exceptional writing and oral communication skills
Demonstrated maturity, presence, and intellect to inspire confidence among the Board, donor community, staff, and youth
Fluency with financial operations, analysis, and accounting
Proficiency or fluency in Spanish a plus
Occasional weekend and evening availability is required; limited opportunity for remote work; must be based in Essex County.
Compensation and Benefits: The salary is $150,000 commensurate with experience, and benefits include health, dental, and PTO. This is a full-time in-person position based in our offices in Salem, MA.
Application Instructions: Please fill out the application questions on this page and attach your resume. The priority deadline to apply is Monday, April 14, 2025. To learn more about Root, please visit: ******************* search is being led by NRG Consulting Group. Please reach out to *************************** with any questions.
The youth and communities served by Root are diverse, and we aspire to reflect that diversity in our staff. Root strives to have the most diverse applicant pool possible; to that end, we encourage individuals of all backgrounds to apply for any position at Root. By fostering a diverse and inclusive environment, we seek to provide the best training experience and employment environment for Root Trainees and alumni, and ensure they are prepared to succeed in the 21st Century workplace.
Paralegal
Saint John, IN Job
Great news! Schillings is currently looking for a full-time Paralegal at our Saint John, IN location. We offer competitive pay along with opportunities for advancement. This position will collaborate with our in-house General Counsel to handle litigation and corporate matters, contracts, corporate, and other areas handled by the Legal Department. The ideal candidate will be organized, proactive, detail-oriented and have a positive attitude; as well as be able to work collaboratively and cooperatively with others in a fast-paced department. This position will be onsite Monday-Friday.
Responsibilities:
Drafting, reviewing and filing pleadings, motions, and other pre- and post-judgment litigation documents.
Drafting, issuing and answering discovery, subpoenas or other document requests.
Reviewing, drafting, and editing of contracts and policies.
Drafting corporate documents such as annual reports, resolutions, operating agreements, and corporate governance documents and handling all state filings.
Conducting legal research for litigation matters, regulatory requirements and general legal matters required by Schillings.
Assist Human Resources Department on policy and legal-related issues.
Collaborating with Accounts Receivable Department in analyzing new accounts, as well as tracking and reviewing sworn statements, mechanic's lien notices, releases, and waivers.
Maintain and document all records of the Legal Department, including monitoring all claims and deadlines.
Handling administrative tasks and matter intake for the Legal Department.
Drafting and reviewing all real estate related documents for Schilling Development and assist with any filings for governmental approval.
Assisting with legal needs of The Shrine of Christ's Passion.
Education, Experience & Requirements:
Ideal candidates will have a minimum of 7 years relevant corporate and litigation experience, such as civil litigation, contract review, employment matters, real estate, corporate governance; in-house experience is a plus.
Superior understanding of MS Office and/or Office 365 suite and ability to use web-based programs.
Ability to redline and format legal documents as required for the legal department and/or court filings.
Strong analytical skills with ability to learn new systems and processes.
Ability to communicate professionally and courteously with employees, customers, and business partners.
Demonstrable history of honesty, trustworthiness, and integrity
Associate's or Bachelor's degree and paralegal certificate from an ABA-approved school is preferred.
Familiarity with both Illinois and Indiana legal procedures is preferred.
Benefits:
Competitive pay
Medical, Dental, Vision
Life insurance & short-term disability
401k with profit sharing
PTO & paid holidays
Sponsored lunch events
Company discounts
MISSION - Give our customers what they want, on time and error-free
Schillings provides equal employment opportunity to all individuals regardless of their race, color, religion, national origin, ancestry, military status, unfavorable discharge from military status, sex, marital status, disability, order of protection status, age, sexual orientation, pregnancy, or any other characteristics protected by federal, state, or local laws. Schillings is a drug-free workplace.
General Dentist
Greenfield Town, MA Job
BGH Dental is seeking a highly motivated, skilled, and highly personable Associate Dentist to join our established practice in Greenfield, MA part-time.
We are looking for an exceptional candidate who prioritizes patient care to drive practice growth. Our ideal candidate has a compassionate and confident bedside manner as well as strong communication and interpersonal skills. As a respected member of our team, you will have the opportunity to work alongside skilled professionals and contribute to our long-standing commitment to the community.
The associate can anticipate a stable, fun, environment with a committed support team, and beautiful facilities. This is a perfect opportunity for an associate looking for clinical development as our model empowers clinicians to grow and develop their skills by providing educational opportunities and a generous CE allowance.
About Our Practice
In business for over 50 years
35% FFS/65% Insurance
Schedule: Tuesday, Wednesday, Thursday 8am-5pm
Active patients: 5500-6000
Average new patients per month: 35
Dexis Digital X-rays, Cerec scanner & milling unit
Specialty work in-office: Sleep Apnea, Invisalign, Candid Clear Aligners
Dr. Chairs: 6 Hygiene Chairs: 5
*************************
Qualifications and Skills
4-5 years of clinical experience, but will consider a GPR/AEGD Graduate
Current active dental license in MA, in good standing
Highly proficient in all aspects of general dentistry - ability to examine, diagnose, and treat patients, and has a focus on prevention
GPR or AEGD preferred
Desire and willingness to continue to learn and improve
Compensation
Strong minimum guarantee and % of collections
CE allowance
Malpractice insurance
BGH Dental is affiliated with 35+ other exceptional practices providing care to >300k patients annually. We are proud that our focus on patients has driven a positive patient experience, best in class employee and dentist retention and satisfaction, as well as substantial growth in our practices. As we continue to bring on more high-quality practices, clinicians, and team members, we remain committed to our core values and to continuously improving patient care and experience collaboratively.
Our Mission & Values: Drive All Decisions and Actions “To Make Our Teams, Patients, and Practices Happier and Healthier!”
Positive Energy - We are enthusiastic, empathetic, compassionate, optimistic, generous, kind, and passionate.
Partnership - Work collaboratively together to achieve shared goals. We accomplish more together than as individuals. We are better together.
Communication - Set clear expectations and feedback to our patients and team members.
Growth - We strive to continuously improve and are goal-oriented. We grow always in all ways.
#sdmhi
Dental Assistant
Greenfield Town, MA Job
BGH Dental proudly champions a patient-centric approach, fostering exceptional patient experiences, top-notch employee and dentist retention, and remarkable practice growth. You will thrive in an efficient office environment alongside an exceptional, well-trained, highly motivated dental team where you can expand your knowledge and career. We welcome you to join us if you are drawn to working in a clinically- focused, patient-centric, fully digital dental office. Apply today and be part of our exciting journey!
Overview
We are looking for a knowledgeable, dedicated Dental Assistant to join our team. The Dental Assistant ensures that quality patient care is a priority. Dental Assistants are an essential part of the team that help the dentist to set up equipment, educate and prepare patients for treatment, aid the dentist in the safe and efficient execution of procedures, and record and document procedures as directed by the Practice Leader.
Schedule : Monday - Friday 8am-5pm
Duties/Responsibilities
Greet and prepare patients for treatment in a timely, pleasant, and professional manner.
Sterilize and prepare instruments for tray setups before dental procedures.
Take diagnostic-digital imaging as prescribed by the dentists.
Practice within the legal scope of assistant duties with or without certification, depending on state regulations.
Maintain meticulous records on patient charts and documents.
Setup and breakdown rooms according to infection control protocols between patients.
Communicate patient and equipment needs with co-workers.
Other duties as assigned by Practice Leader and/or Dentist.
Required Skills/Abilities
Adhere to OSHA guidelines, HIPAA Privacy Policy, and clinical operating procedures.
Work with and maintain all dental equipment.
Positively contribute to a respectful and collaborative working environment.
Facilitate patient comfort, care, and satisfaction in a professional manner.
Present to work during scheduled shifts (see office manual for specifics).
Education and Experience
At least one year of dental assisting experience.
Current CPR certification.
Other State License/Certification Requirements based on the state you are employed.
Dental Assisting National Board (DANB) Certification required.
Physical Requirements
Prolonged periods sitting at a desk and working on a computer.
Prolonged periods of periods of standing and bending.
Must be able to lift
Benefits for Full-Time Employees*
PTO, paid holidays, office closure days
Medical
Vision
Dental allowance
Uniform allowance, as needed
401(k) Eligibility
And many more!
*Benefits are subject to change and eligibility*
Our Mission & Values: Drive All Decisions and Actions “To Make Our Teams, Patients, and Practices Happier and Healthier!”
Positive Energy - We are enthusiastic, empathetic, compassionate, optimistic, generous, kind, and passionate.
Partnership - Work collaboratively together to achieve shared goals. We accomplish more together than as individuals. We are better together.
Communication - Set clear expectations and feedback to our patients and team members.
Growth - We strive to continuously improve and are goal-oriented. We grow always in all ways.
#sdmlosdmlo
VP of Sales and Marketing
Boston, MA Job
One Life Science is currently assisting one of our clients with their search for a new VP of Sales and Marketing
Our Client, a manufacturer of minimally invasive medical equipment is looking for a candidate to be accountable for crafting and executing a comprehensive global strategy for sales and marketing, focusing on successful product development, acquisitions, impactful product launches, and robust sales and marketing initiatives. Oversees worldwide distribution channels to drive sales growth, profitability, and customer satisfaction through strategic planning.
Criteria:
Develop and implement a global sales and marketing strategy.
Conduct market research to identify current and future market demands, translating insights into actionable business strategies.
Build and maintain strong relationships with customers and distribution partners.
Expand business opportunities within existing accounts and secure new business conversions.
Plan and execute product launches to ensure effective market penetration.
Align the global sales and marketing team with strategic objectives to achieve business goals.
Foster customer relationships to gain deep insights into their needs and opportunities.
Set priorities, manage resources effectively, and lead teams to achieve desired outcomes.
Enhance communication processes within the sales and marketing organization by sharing best practices.
Cultivate a performance-driven culture, establish repeatable sales processes, and mentor team members at all levels.
Recruit, develop, and lead a high-performing sales and marketing team.
Provide strategic guidance to the entire sales organization, including external distribution partners.
Strengthen collaboration between field teams and internal departments.
Ensure compensation plans align with organizational goals while motivating teams to exceed targets.
Financial Representative
Jeffersonville, IN Job
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.
About you
Entrepreneurial mindset
Community oriented
Communication skills
Responsibilities
Work with current or new members to provide them information about the financial services their families could utilize
Networking with individuals throughout the community
Continuously prospecting in order to secure appointments
Participating in mentor-lead appointments
Asking customers for favorable introductions
Engaging in personal observation through the community
Participating in fraternal activities
Benefits and Perks
Extensive hands-on training program
Medical, dental and vision Insurance paid for
401(k) retirement planning with company match
Non-contributory pension plan
Group term life insurance benefits
Expense-paid trips, valuable prizes, and exciting incentives
About Us
Since 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures.
These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. These activities build relationships, allowing for membership growth and greater community impact.
Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too.
Modern Woodmen is an equal opportunity employer.
Project Manager
Nashville, TN Job
Mathias Collective is a trusted resource for creative direction and client representation related to architecture and interior design projects. We artfully blend passion with practicality and beauty with function. As visionary translators, we ensure the entire creative team aligns seamlessly with our client's vision.
Our client portfolio includes corporate offices, high-end residential properties, entertainment venues, and bespoke spaces often for high-net-worth individuals. Mathias Collective excels in serving clients who demand exceptional attention to detail and discretion, bringing attunement, clarity, and expertise to every engagement.
We prioritize long-term relationships with our clients, building trust through consistent excellence and a deep understanding of their unique needs. Our team's most important traits mirror the company's core values-and are the reason clients choose us: we are trustworthy, transformative, curious, connected, visionary, and valuable partners in realizing their ambitions.
POSITION OVERVIEW
The Client Strategist at Mathias Collective plays a key role in delivering client-focused solutions that combine aesthetic
excellence with strategic impact. This role involves acting as a trusted advisor and project advocate, collaborating closely
with clients, internal teams, and external partners to deliver bespoke, high-design outcomes. Planning and managing projects
thoughtfully and systematically, fostering a supportive and collaborative environment where the clients feel heard, respected,
and confident in our process. The Client Strategist contributes to Mathias Collective's reputation for exceptional results
while driving innovation and maintaining a client-centric approach. By blending strategic oversight, creativity, and meticulous
attention to detail, the Client Strategist enhances project outcomes and supports the firm's continued success.
QUALIFICATIONS
Education: Bachelor or Master's in Architecture, Construction Management, Interior Architecture or other
related field of study.
Experience: 7-10 years of experience, with expertise in project management.
Software Proficiency: Advanced skills in Bluebeam and MS Suite.
Preferred Knowledge: Familiarity with Bluebeam is helpful, but not required.
Industry Knowledge: Experience in hospitality or sports/entertainment design projects is preferred.
Specific Skills: Exceptional project management, communication, and interpersonal skills. Proven ability to
guide clients and cross-disciplinary teams effectively throughout complex project lifecycles.
RESPONSIBILITIES
Guide Clients Through the Project Lifecycle: Act as the key point of contact, expertly navigating clients through the Mathias
Collective project phases - Discover, Design, and Implementation. Take the lead as the “quarterback” ensuring seamless
execution.
Provide Strategic Leadership: Plan and manage projects thoughtfully and systematically, fostering a supportive and
collaborative environment where clients feel heard, respected, and confident in the process.
Provide Expert Guidance: Advise clients on the benefits and potential trade-offs of project decisions, equipping them to make
informed choices that align with their goals.
Oversee and Optimize Scheduling: Collaborate with vendors, design team, general contractors, ensuring timelines align with
the client's best interests and critical milestones are met.
Facilitate Client and Team Collaboration: Act as an advocate for the client, guiding them through all phases of project
execution-from discovery and design direction to implementation. Communicate design ideas effectively during client
meetings, ensuring deliverables align with their expectations.
Become a Trusted Advisor: Establish yourself as a trusted advisor and partner within Mathias Collective, external collaborators,
and clients - reinforcing confidence and rapport across all interactions.
Bring appropriate clients and projects to Mathias Collective.
SKILLS & TRAITS
The magic of Mathias Collective is in the people. Some skills can be taught, and some traits are innately developed over
time. Creating a space to grow professionally and personally is critical to the evolution and future of the company. Desired
traits for our next interior designer include, but are not exclusive to:
- Impeccably detail-oriented.
- Be flexible and responsive, motivated, and ambitious.
- Positive attitude.
- Highly Creative: Ability to generate innovative ideas and solutions that align with Mathias Collective's high
design standards.
- Resourceful and Proactive: Demonstrates initiative and an “How Can I Help” mentality, with a keen ability to
anticipate needs.
- Professional Maturity: Exhibits maturity and professionalism, especially in client interactions and team collaboration.
- Ownership Mindset: Embraces responsibility, respects others, and displays a respectful, service-oriented approach
within the team.
- Engage collective team and leadership to work collaboratively with all teammates- “team player.”
- Curious - feels comfortable asking questions and seeking additional information.
- Passionate, knowledgeable, and curious about industry design trends and products.
- Share values of being trustworthy, inspired by transformation and change, connected, curious about design and
business, visionary, and striving to be a valuable team member.
- Possess the self-awareness and vulnerability to find gaps to add to one's personal value proposition and skillset.
- Has a growth mentality. Takes direction and is open to feedback.
- Possesses excellent client presence: articulate, sense of style, empathetic to internalizing client needs, high emotional
intelligence, likable, quick on feet, well-read.
- Is a self-starter; takes initiative with creative & delightful ideas; asks questions.
- Is personally organized and can tolerate ambiguity; able to make order for oneself and others.
- Understand that the client is the top priority.
ULTIMATELY YOUR WORK SHOULD
Elevate Mathias Collective's Reputation: Strengthen the firm's standing as a leader in design and client advocacy by delivering
exceptional outcomes that resonate with clients and collaborators alike.
Advance Industry Expertise: Deepen your knowledge and skills within the architecture and design industry, contributing to
Mathias Collective's reputation as a thought leader and innovator.
Enhance Project Execution: Broaden the firm's ability to deliver high-design projects with precision, creativity, and efficiency by
adhering to and refining established processes and systems.
Delight Clients: Consistently exceed client expectations through thoughtful interactions, expert guidance, and stunning design
results that reflect their vision and aspirations.
Foster Operational Excellence: Improve the firm's operational effectiveness by optimizing project management practices,
streamlining workflows, and ensuring clear communication across all teams and collaborators.
Drive Long-Term Impact: Build enduring client relationships through trust, professionalism, and transformative project
outcomes, ensuring the firm's continued success and growth.
WORK SCHEDULE AND EXPECTATIONS
Mathias Collective is located at 1005 17th Ave South, Suite 650 in Nashville, Tennessee. Our office operates 9a - 4p Monday
through Friday. We set monthly billable targets per position that you will be expected to meet, which will require work outside
of office hours. When and where you complete this work will be largely at your discretion.
COMPENSATION AND BENEFITS
Competitive Salary based on experience.
100% company-paid health insurance plan (medical, dental, and vision; HSA-eligible).
140 hours of paid time off annually.
10 paid holidays plus a week-long Winter Break.
401k - MATHIAS matches up to 3% of employee contribution at 100% and up to 2% additionally at 50%.
Work From Home Fridays: Option to work remotely on Fridays.
Think Like an Owner Bonus: Quarterly bonus based on firm performance.
Paid garage parking at 1005 17th Avenue South .
TO APPLY
If this role aligns with your skills and passions and feels like an opportunity where you'd truly thrive -we'd love to hear from
you! Please email us at *************************** with your resume, portfolio, and a brief introduction. We're excited to
learn more about you and your work!
Summer Intern - Conservation Specialist
Boston Mutual Life Insurance Company Job In Canton, MA
All Boston Mutual employees who interact with our policyholders, our producers, and our BML associates embrace the principles of our brand and service philosophy. We are all brand ambassadors. Both our words and our behaviors matter. We share a common service philosophy and pride ourselves in living the BML brand promises every day, one interaction at a time.
The following statements represent what Boston Mutual stands “FOR” - it is what makes us different and better in the market we serve.
We are FOR being a progressive life insurance company offering financial peace of mind to working Americans and their families.
We are FOR providing practical and affordable products designed for those we serve.
We are FOR making it easy to secure a level of financial protection with a portfolio of products - beginning with life insurance.
We are FOR providing a personalized customer experience to our policyholders and producers.
We are FOR acting in the best interests of our policyholders, producers, employees, and the communities in which we live and serve - representing the goodness of mutuality in all we do.
We do our best to:
Demonstrate a desire to assist.
Listen to understand and respond empathetically.
Explain things in a manner that is easy to understand.
Be knowledgeable students of our business.
Take full ownership to resolve questions and issues.
Be professional, polite, and courteous.
Leave our customers and associates “better than where we found them.”
Conservation Specialist plays a crucial role in the insurance industry by serving as observer and problem resolution liaison when it comes to why policyholders cancel their coverage and finding creative solutions to mitigate the loss. This position is responsible for assisting the Call Center team with inquiries and helping create a comprehensive conservation plan. The end result of this role is to increase policy holder retention. Additionally, the Conservation Specialist will contribute to the overall efficiency of the team by accurately documenting these interactions and assisting to create reporting to map retention on a go forward basis.
Minimum Qualifications:
High school diploma or equivalent.
Previous experience in a customer service role
Strong verbal communication skills and a friendly, professional demeanor.
Preferred Qualifications:
Associate's degree in business or a related field.
Knowledge of insurance policies and regulations.
Responsibilities:
Review incoming calls from policy holders requesting to cancel their coverage.
Assist the Call Center with policy inquiries and items related to potential conservation/retention of business.
Document all client interactions accurately in the company database to ensure seamless follow-up and service continuity.
Collaborate with other team members to resolve complex client issues and improve service delivery and retention.
Maintain up-to-date knowledge of insurance products, industry trends, and company policies to provide informed assistance.
Skills:
The required skills for this role include strong communication abilities, which are essential for effectively conveying information to clients and those within the organization. Customer service skills are utilized daily to understand client needs. Attention to detail is critical when documenting client interactions, as accurate records are necessary for follow-up and service continuity. Problem-solving skills come into play when addressing complex client issues, such as cancellation requests, allowing the representative to find effective solutions quickly.
This internship opportunity has a start date of Monday 6/2/2025 - Monday 8/11/2025.
Hybrid Work Model
At our Canton location, employees will be on site Monday - Thursday starting 5/1/23. At our Omaha location, employees will be on site 2 days per week.
Boston Mutual is an equal opportunity employer, and does not discriminate on the basis of race, color, age, religious creed, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, disability, military service, veteran status, family status, pregnancy, or any other characteristic protected by federal or state laws. Boston Mutual is a drug-free workplace.
#LI-Hybrid