Strategic Account Executive
Senior account manager job at Checkr
Checkr is building the data platform to power safe and fair decisions. Established in 2014, Checkr's innovative technology and robust data platform help customers assess risk and ensure safety and compliance to build trusted workplaces and communities. Checkr has over 100,000 customers including DoorDash, Coinbase, Lyft, Instacart, and Airtable.
We're a team that thrives on solving complex problems with innovative solutions that advance our mission. Checkr is recognized on Forbes Cloud 100 2025 List and is a Y Combinator 2024 Breakthrough Company.
About Checkr
Checkr is building the data platform to power safe and fair decisions. Established in 2014, Checkr's innovative technology and robust data platform help customers assess risk and ensure safety and compliance to build trusted workplaces and communities. Checkr has over 100,000 customers including DoorDash, Coinbase, Lyft, Instacart, and Airtable.
About the Role
Truework, recently acquired by Checkr, provides access to crucial employment, income information and asset information needed for mortgage loans, apartment rentals, background checks, and more. We are disrupting a $5B+ industry, dominated by legacy incumbents and outdated processes, with a better product and intense customer focus. Within Checkr, Truework operates independently, allowing rapid iteration while also being able to leverage the strengths and assets from our core business. Think of it like joining a startup within a startup!
As a Strategic Account Executive on the Truework team, you'll help scale our impact across large national and regional lenders, with a primary focus on acquiring new clients to Truework Verification services. As automated verification services become a more common practice for lenders in how they run their operation, you'll lead the charge in building and executing a more repeatable playbook to drive new customers who will grow with us for years to come. By deeply understanding their unique company challenges and goals, you will pair them with solutions that will help them reach their business objectives and innovate within their organizations.
This role is ideal for a proven sales professional who:
has experience selling transformational solutions to customers, where you can quickly identify and pattern map where and how the Truework solution can drive impact in a customer's operation
has experience identifying and building relationships with decision makers, business and technology influencers and users, closing 6- and 7-figure pursuits
who thrives in a fast-paced, highly collaborative environment- ready to help close the gap between the legacy solutions and processes lending teams are leaning on and their plans and intentions to deliver competitive and streamlined processes for consumers
You will be an important part of an elite, professional, and rapidly growing cross-functional team that succeeds through collaboration, grit, and learning.
What you'll do
Deliver Sales Excellence:
Consistently achieve pipeline and revenue targets by applying modern sales techniques and processes to efficiently manage top of funnel engagement tactics and deal strategy and close processes
Think outside-the-box to cultivate awareness of the Truework vision. Plan and execute targeted campaigns for your territory working with the marketing and partner teams to scale your coverage and build pipeline
Partner with and guide the efforts of our internal team to support your accounts in pre-sales activities and in the deployment to execute on agreed upon account goals, strategies and tactics for growth
Leverage analytics, case studies, past performance, and market intelligence to create a territory plan and craft your own target account strategies.
Manage Account Relationships:
Have an understanding of the lender's operation and an ability to identify the varying use cases where verification services can drive impact
Exhibit deep and up-to-date knowledge of our product portfolio in order to communicate the benefits of new features and enhancements
Show proficiency in navigating buy team personas, with intentional activities for executive bridging and champion building
Exhibit Industry- & Customer-specific Business Acumen:
Actively understand each customer's strategic growth plans, technology footprint, and corresponding technology strategy, internal challenges, and competitive landscape.
Review public information (e.g., new executive appointments, earnings statements, press releases) for the company and its competitors to stay updated on key industry trends and issues impacting the prospect.
Be equipped to identify and discover centers of value for lenders, and conduct analysis to quantify ROI and impact of our solution on their operation
Be a good teammate
Represent both market trends and client needs to the Executive and the Product teams to ensure we are both serving current needs well and evolving our products and portfolio to identify future client needs
Show unparalleled grit - constantly experiment, be willing to pivot, and have resiliency regardless of the obstacles faced
What you bring
5+ years of full-cycle sales experience, selling transformative technology solutions
Experience closing new business accounts and building pipeline using modern marketing tactics
Experience selling to EVPs, CXOs and end-users (in the same sales cycle) in both individual and team sales environments
Ability to navigate large organizations' political landscape to maintain and expand relationships at all levels
General knowledge in common sales practices like MEDDPICC, Command of the Message (Force Management), Challenger, Power Selling, or others
Excellent written and verbal communication skills - able to simplify complex topics in a friendly and approachable manner, present executive-level business cases
Ability to juggle and complete multiple priorities and projects (internally and externally) in a fast-paced environment
You are smart, self-motivated, organized, disciplined, inquisitive, detail-oriented, and process-oriented; you have an ownership mentality within all aspects of your work
You have a growth mindset that is always learning, growing, and actively seeking feedback
You have a team-first mentality-you show up for your team and expect the same in return. You enjoy planning, adjusting, executing, winning, and celebrating as a team.
What you'll get
A very fast-paced and collaborative environment
Learning and development allowance
Competitive compensation and opportunity for advancement
100% medical, dental, and vision coverage
Up to $25K reimbursement for fertility, adoption, and parental planning services
Flexible PTO policy
Monthly wellness stipend
Pay Transparency Disclosure
One of Checkr's core values is Transparency. To live by that value, we've made the decision to disclose salary ranges in all of our job postings. We use geographic cost of labor as an input to develop ranges for our roles and as such, each location where we hire may have a different range. If this role is remote, we have listed the top to the bottom of the possible range, but we will specify the target range for an exact location when you are selected for a recruiting discussion. For more information on our compensation philosophy, see
our website
.
On-target Earnings OR Base Salary range (San Francisco, CA)$258,000-$304,000 USDOn-target Earnings OR Base Salary range (Denver, CO)$218,000-$257,000 USDOn-target Earnings OR Base Salary range (Remote)$199,000-$304,000 USD
At Checkr, we believe a hybrid work environment strengthens collaboration, drives innovation, and encourages connection. Our hub locations are Denver, CO, San Francisco, CA, and Santiago, Chile. Individuals are expected to work from the office 2 to 3 days a week. Starting January 2026, hub-based employees will be expected to work from the office 3 days per week. In-office perks are provided, such as lunch four times a week, a commuter stipend, and an abundance of snacks and beverages. A relocation stipend may be available for those willing to relocate to a Checkr hub location.
Equal Employment Opportunities at Checkr
Checkr is committed to building the best product and company, which requires hiring talented and qualified individuals with a diverse set of perspectives and lived experiences. Checkr believes in hiring people of all backgrounds, including those whose histories are impacted by the justice system in accordance with local, state, and/or federal laws, including the
San Francisco's Fair Chance Ordinance
.
*Legitimate Checkr emails will always include our official domain name after the @ symbol (e.g., *************** or *******************).
Auto-ApplyBusiness Development Executive
Dublin, OH jobs
Robert Half is committed to providing exceptional talent solutions and maintaining a strong presence in the local business community.
The Business Development Executive will develop and grow their own client base by marketing talent solutions using their proven technology and/or recruiting background.
Responsibilities:
Develop and grow your own client base by marketing talent solutions.
Conduct in-person and virtual meetings with C-level executives and key decision makers.
Participate in local association and networking events to solidify Robert Half's presence in the local business community.
Select well-matched candidates to fulfill client job orders.
Maintain ongoing contact with client companies and contract professionals currently on assignment to ensure exceptional customer service.
Resolve any customer service issues quickly and efficiently to maintain the highest level of customer satisfaction.
Meet and exceed weekly business development goals.
Qualifications:
4+ years of business-to-business development experience and/or working in an IT-related field is preferred.
Must have a strong desire to build a career in business development by using proven closing skills and the ability to build client relationships.
A combination of business development and account management skills are required.
Ability to multi-task and persevere in a fast-paced dynamic environment with a sense of urgency.
Must have a proven track record of success and be a competitive and self-motivated individual.
Key Account Manager
Irvine, CA jobs
Our client, an accessories manufacturer and retailer, is looking to hire a Key Account Manager to join their team!
Details:
Schedule: Hybrid
Salary: $80-85k/yr. annually.
As a Key Account Manager, you'll be at the forefront of sales strategy including bridging the gap between sales force and internal operations. Responsibilities will encompass collaborative planning, forecasting, and trend analysis to drive product upselling. You'll manage crucial EDI transactions, maintaining compliance, and communication with major accounts, including esteemed US carriers. Furthermore, you'll play an essential role in warehouse coordination, ensuring timely routing and shipping. This role also includes the day-to-day operational management, overseeing order entry through invoicing. This role may involve occasional travel to provide on- ground support to the sales team.
Responsibilities
Maintain shipping and routing compliance for major accounts and retailers across the US.
Oversee and manage essential EDI transactions, including cancel dates, routing deadlines, and shipment methods.
Foster daily communication with warehouse teams to ensure seamless routing and shipping execution.
Liaise with sales representatives, buyers, and assistants regarding extensions and shipping updates.
Efficiently manage purchase orders from initial bulk allocation through invoicing.
Ensure punctual sending and receiving of all EDI transactions.
Analyze production schedules, inventory data, and forecasting to predict unit needs accurately.
Allocate and manage Basic Replenishment based on models and stock balancing to maintain optimal store in-stock positions.
Manage day-to-day operations, overseeing order entry through invoicing.
Undertake additional duties as assigned to support overall team objectives.
Required Skills and Experience
Preferred Bachelor's degree or equivalent experience.
2-3 years of customer service and EDI order processing experience required.
Highly proficient in MS Excel to manipulate and analyze data effectively.
Exceptional communication skills and commitment to follow-through in both written and verbal communications.
Demonstrated ability to thrive in a fast-paced, multitasking environment.
Proficient time management skills with a knack for effective prioritization.
A strong eye for detail and organizational prowess.
Prior experience with Full Circle (e.g., Oracle, SAP) preferred.
Background in a consumer products-based business is advantageous.
Experience working with major retailers, big box retailers or off-price accounts needed!
If you're an enthusiastic individual who combines analytical insight with a sales-oriented mindset we encourage you to apply and contribute to their teams growing success!
NE Territory Business Development Manager (Hospital & Health Systems)
Des Plaines, IL jobs
USDTL is a global leader in forensic toxicology testing of drug and alcohol exposed newborns and mothers, as well as other at-risk populations. We service hospitals, child protection agencies, the Department of Defense, legal services, businesses, and more. USDTL prides itself on cutting edge research. We are the laboratory of choice for umbilical cord testing, fingernail/hair testing, and PEth testing. We provide accurate results that lead to early intervention has significant benefits for children, families and communities. We seek passionate employees who will share in our vision to protect and enrich lives.
Our vision to protect and enrich lives, and the nature of our business as a drug testing laboratory, makes the work of USDTL, LLC. critically important at all times. We look forward to working with employees who are dedicated to and passionate about our vision.
Company Requirements
In the performance of their respective tasks and duties all employees are expected to conform to the following:
Perform high quality work within deadlines without direct supervision
To work remotely to stay connected with the team via Microsoft Teams.
Interact professionally with other employees, clients, and vendors.
Work independently while understanding the need to communicate and coordinate work efforts with other employees.
Responsibilities/Duties/Functions/Tasks
Primary responsibility to meet quota for new business revenue/selling prospects our various laboratory tests.
Maintain a sufficient pipeline of opportunities to ensure a close rate that achieves the annual goal.
Stay abreast of changes in the marketplace impacting customers.
Provide overall support to new accounts to ensure clients receive highest level of service during their on-boarding phase; transition to account manager and ensure an effective service transition.
Must be comfortable working in sales cycles with 12-24-month lengths, while maintaining pipeline productivity and multiple touches throughout the sales cycle (not a one call close)
Responsible for full sales cycle from lead generation to new client on-boarding
Calling on hospital staff including: Directors of OB, Directors of Women's, Directors of Mother baby, Laboratory Directors, Senior level hospital administrators, etc.
Able to sell value and service to prospects distinguishable beyond pricing.
Generating leads by attending conferences, responding to inbound inquiries, as well as cold calling.
Drive sales through pre-call planning, post-call analysis and consistent follow-up.
Coordinate, collaborate, and utilize internal resources as needed when complex issues develop or when face-to-face or extensive service is required
Building and maintaining strong, long-lasting customer relationships with multiple stakeholders within the hospital/health system
Leverage relationships to turn a current customer into a referral / reference source.
Use Salesforce CRM to log all detailed activities and communications.
Collaborate with the Newborn sales team to improve customer satisfaction and retention.
Conduct webinars with customers throughout sales cycle.
Maintain a breadth of knowledge on all service offerings.
Complete all administrative tasks thoroughly and promptly.
Ability to travel to local/national conferences or customer sites (50% travel)
All other duties as assigned by the Sales Supervisor.
Requirements
Education
Bachelor's Degree with business related degree (e.g., administration, management, etc.)
Knowledge
5+ years of B2B sales experience
Knowledge of healthcare industry
Microsoft Office skills (intermediate to advanced Excel skills)
Experience using a CRM
Special Position Requirements
Live in the Northeastern United States.
The candidate must possess a professional image.
Ability to stand for prolong periods of time during conferences.
Ability to develop and sustain strong customer relationships, strong planning, and organizational skills.
Excellent oral and written communication and presentation skills.
Candidate must have a valid driver's license. A motor vehicle record in good standing.
Must be able to travel nationwide to hospitals and conferences on an as needed basis.
Must be able to setup and work exhibit booths for conferences that occasionally extend throughout the weekend.
Must be able to occasionally execute back-to-back conferences that may require multiple weeks on the road during busy seasons.
Must be able to secure and execute travel and lodging plans for hotel, air, rental car, shared ride, and taxi using personal credit card for reimbursement.
Maintain required hospital healthcare vendor credentialing immunizations up to date for onsite visits as applicable.
Preferences
Knowledge of laboratory testing
Knowledge of the newborn healthcare marketplace
Knowledge selling to neonatology stakeholders
Government RFP's
USDTL is an equal opportunity and everify employer along with a drug free workplace
All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.
B2B Territory Sales/Account Manager (Individual Contributor)
Poway, CA jobs
Direct Hire San Diego, CA The Territory Sales Manager is an individual contributor and responsible for new business development and improving customer and potential customer relationships. This position is B2B outside sales; duties shall be away from the office to solicit to clients.
Requirements -
At least 5 years of recent experience in a B2B Sales role - 50% new business development, 50% Account Management
Experience with outside sales, travelling to existing clients and meeting with prospect clients to grow the business
Experience working with a CRM
Experience being held to KPIs and being held accountable to sales goals
Experience selling tangible items and comes from an industry like: Manufacturing
, Industrial, HVAC, etc.
Estimated Min Rate: $57400.00
Estimated Max Rate: $98000.00
What's In It for You?
We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh's network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh's extensive talent community that will provide you with access to Yoh's vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:
Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
Health Savings Account (HSA) (for employees working 20+ hours per week)
Life & Disability Insurance (for employees working 20+ hours per week)
MetLife Voluntary Benefits
Employee Assistance Program (EAP)
401K Retirement Savings Plan
Direct Deposit & weekly epayroll
Referral Bonus Programs
Certification and training opportunities
Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.
Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Visit ************************************************ to contact us if you are an individual with a disability and require accommodation in the application process.
For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh's hiring clients' preferences. To learn more about Yoh's privacy practices, please see our Candidate Privacy Notice: **********************************
USA Regional Sales Manager
San Diego, CA jobs
We are seeking an experienced Regional Sales Manager, based in the United States, to play a key role in driving our U.S. expansion and accelerating our growth in the market. This position is critical to strengthening our presence, building strategic customer relationships, and unlocking new opportunities across the region. Your primary responsibility is to oversee and lead the USA sales team, develop national sales strategies, and drive revenue growth within the US market. This role requires a deep understanding and knowledge of the US cycling market and the ability to build and maintain strong relationships with clients, such as dealers, distributors, OEM, and sales reps across the Country.
With your strategic direction, you can create cohesive sales strategies, target national customer segments effectively, and gain a competitive edge in the national market. This role will support national market competitiveness, driving business success, and elevating brand visibility and recognition on a broader scale.
The Role
· Develop and implement sales strategies to achieve company goals and expand market presence among the USA.
· Conduct market research and analysis to identify new market opportunities, customer needs, and trends in international markets.
· Support on recruiting, training, and managing a sales team, including setting sales targets, performance evaluation, and motivation.
· Build and maintain strong relationships with dealers, distributors, key-accounts and partners to foster long-term partnerships and business growth.
· Develop and manage sales forecasts, budgets, and sales plans to ensure revenue targets are met.
· Stay informed about product offerings and understand how they can be tailored to meet the needs of various markets channels.
· Negotiate sales agreements, contracts, and terms with clients and distributors, ensuring compliance with local regulations.
· Collaborate with other departments such as marketing, operations, and finance to ensure alignment and support for US sales activities.
· Generate and present regular reports on US sales performance, market trends, and competitive analysis.
· Travel nationally to meet with clients, attend trade shows, and oversee sales operations in different States.
The ideal candidate
· US citizen with Bachelor's degree in business, international business, marketing, or a related field (Master's degree preferred).
· Proven experience in US sales, with a successful track record of achieving sales targets.
· Strong knowledge of US cycling market and business practices.
· Excellent leadership, communication, and negotiation skills.
· Proficiency in multiple languages may be advantageous.
· Willingness and ability to travel nationally and internationally as needed.
· Strategic thinker with a global mindset.
· Strong problem-solving and decision-making skills.
· Exceptional interpersonal and relationship-building abilities.
· Results-oriented and driven to meet sales targets.
· Knowledge and passion for outdoor and or cycling sports is a plus.
Hospital Medical Sales Account Executive
Valley View, OH jobs
Position Overview The Sales Representative will be responsible for developing and maintaining referral relationships within healthcare facilities, including hospitals, physician offices, and specialty clinics. This role involves educating providers on company products and services, managing a designated territory, and ensuring excellent customer service and follow-up.
This is a performance-driven role that offers autonomy, growth potential, and the opportunity to make a meaningful impact in patient care delivery.
Key Responsibilities
Build, develop, and maintain strong relationships with healthcare professionals and referral sources
Present and promote company products and services to potential clients
Prospect and close new business within the assigned territory
Partner with internal teams to ensure efficient service delivery and client satisfaction
Track and report sales activity, goals, and market insights using CRM tools
Qualifications
Experience: Minimum 2+ years of B2B or healthcare sales preferred; recent college graduates are encouraged to apply
Education: Bachelor's degree preferred or equivalent combination of education and experience
Skills & Abilities:
Excellent communication and presentation skills
Strong interpersonal skills with the ability to build trust and credibility
Highly organized with strong time-management and attention to detail
Self-motivated and results-driven
Comfortable working independently and in a team environment
Proficiency with Microsoft Office (Word, Excel, Outlook) and CRM systems
Travel: Ability and willingness to travel regularly within the assigned territory
Preferred Background
Sales experience in healthcare, respiratory, or medical device/equipment fields
Demonstrated success meeting or exceeding sales goals
Prior leadership experience is a plus
Additional Requirements
Successful completion of a background check
Drug screening (if applicable)
Valid driver's license with a clean driving record
Compliance with healthcare credentialing requirements as needed
Physical & Technical Requirements
Ability to lift and carry standard office or promotional materials as needed
Ability to sit, stand, walk, talk, and listen for extended periods
Proficiency in digital tools such as email, CRM, and Microsoft Office applications
Why Join Us This position offers a unique opportunity to grow professionally while contributing to improved patient outcomes. If you are driven, goal-oriented, and ready to make an impact, we invite you to apply today.
Compensation includes a competitive base salary, a highly lucrative uncapped commission plan, Bonus', Mileage reimbursement, company cellular phone, plus a comprehensive benefits package. Successful Account Executives generate lucrative monthly commissions and bonuses.
Kavaliro provides Equal Employment Opportunities to all employees and applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Kavaliro is committed to the full inclusion of all qualified individuals. In keeping with our commitment, Kavaliro will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please respond to this posting to connect with a company representative.
Account Executive - MSP
San Francisco, CA jobs
MSP Account Executive
Salary: $75k base salary + Commission
Direct Hire - FTE
The Account Executive is responsible for generating new logo Monthly Recurring Revenue (MRR) by building relationships, closing deals, and expanding market reach in the field. You will work closely with prospects to guide them through the pipeline, from initial meetings to signed agreements using our proven sales process. The Account Executive ensures a smooth sales process from discovery to close, while also building long-term client relationships for referrals. They represent the MSP at community events and collaborate with Operations for the successful handoff of closed deals. This role requires strong negotiation skills, a deep understanding of the MSP landscape, and strict adherence to established processes.
Key Responsibilities
Sales Process Mastery
Follow a structured sales process from forming FTA to STA / Presentation and deal close
Identify and reframe pain points to demonstrate Centarus' value
Deliver tailored presentations with customized slide decks, involving Team Leads as needed to assist in closing deals
Occasionally conduct meetings to introduce prospects to key team members to build rapport and confidence
Address objections promptly and maintain momentum toward closing deals
Close deals by aligning expectations, pricing, and results
Client Engagement and Relationship Building
Build and maintain a Nurture 250 list for future lead nurturing
Foster long-term relationships with clients for referrals Represent Centarus at community events (e.g., associations, chambers of commerce)
Pipeline and Relationship Management
Keep accurate and detailed records in the company CRM, tracking all activity and maintaining comprehensive notes on prospect interactions
Nurture the Nurture 250 list to maintain relationships with future prospects
Build a personal referral network as well as conduct cold call dials to generate leads independently
Collaboration and Cross-Department Support
Handoff deals to Operations via the Sales Knowledge Transfer (KT) process
Work with Marketing to provide insights that improve lead generation campaigns
Bring necessary team members, such as Team Leads, into the sales process for qualified opportunities while being mindful of their time
Ensure only truly qualified prospects reach advanced stages like the STA / Presentation
General Responsibilities
Attend and participate in weekly Department L10 Sales Meetings
Follow all company policies and procedures
Collaborate with all departments to ensure alignment with company goals
Contribute to a positive, team-oriented culture
Account Executive Team Lead - Additional Responsibilities (additional Lead Stipend)
Oversee Sales Team, Setters, and Marketing
Report on team performance and KPIs
Coach Sales team on calls and techniques
Ensure team adherence to established sales processes
Core Values and Continuous Improvement
Be a Student of the Process: Learn from both successes and mistakes, constantly seeking ways to improve
Exemplify Core Values: Adhere to Centarus' core values and consistently follow the four laws of referability: Be on Time, Do What you Say, Finish What you Start, and Show Up On Time
Competencies
Sales Acumen: Ability to follow a structured sales process and identify/reframe client pain points
Communication: Strong ability to engage decision-makers in consultative conversations
Relationship Building: Ability to build lasting relationships for referrals
Team Collaboration: Strong collaboration with Sales Team members, Marketing, and Operations
CRM Management: High proficiency in managing pipelines and maintaining data integrity
Character Traits: Consistency in execution, strong business acumen, charisma, and exceptional follow-up skills
Qualifications
Proven success in a sales role, especially in closing deals and consistently generating new logo MRR
Strong relationship-building and communication skills
Ability to work effectively with Setters, Marketing, and Operations teams
MSP Experience
IT Client Support Experience: AD, helpdesk support, cybersecurity, mobile device suppot, etc.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
Reinsurance Territory Manager
Walnut Creek, CA jobs
FM Boiler Re, a division of FM, is seeking a full-time reinsurance territory manager in our Malvern, PA headquarters. For nearly 140 years, FM Boiler Re has been a leading provider of equipment breakdown reinsurance and today has more than 200 treaty partnerships across North America.
This reinsurance territory manager will be accountable for developing and maintaining a profitable portfolio of Equipment Breakdown treaty reinsurance business for FM Boiler Re in the western region of the US by leveraging our strengths as a competitive differential in the marketplace. The candidate will accomplish this through efficient marketing, and monitoring of Partner Company performance, negotiation of treaty terms and pricing, and promoting and delivering FM BRe reinsurance products and services at a level superior to the competition.
The ideal candidate should live west of the Mississippi.
Education: Bachelors degree or equivalent; Previous Reinsurance experience and CPCU accreditation desirable.
Experience: Minimum five years combined FM Boiler Re or equivalent industry experience including property insurance / reinsurance, treaty development and equipment breakdown technical underwriting / engineering experience.
Skills/Knowledge:
Possess knowledge of all aspects of the Equipment Breakdown insurance and reinsurance business.
General understanding of property and casualty insurance/reinsurance is needed as well as a thorough grasp of our key business drivers and the financial elements leading to overall profitability.
Exhibits sound judgment, decision making and sales/influencing/negotiation/ presentation skills, oral and written communication, interpersonal relations, planning and organization, problem solving, and good team building skills.
Customer-focused and service oriented, with the ability to develop and maintain strong business relationships with Partner Companies, prospects, and intermediaries/agents.
Technology-proficient with demonstrated knowledge of computer business applications.
40% Travel
We offer our employees a wide range of benefits including career long learning opportunities, tuition reimbursement, 401 (k), pension, flexible schedules, rich health and well-being programs, generous time off allowances, volunteer days and so much more!
FM is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.
Auto-ApplyReinsurance Territory Manager
Los Angeles, CA jobs
FM Boiler Re, a division of FM, is seeking a full-time reinsurance territory manager in our Malvern, PA headquarters. For nearly 140 years, FM Boiler Re has been a leading provider of equipment breakdown reinsurance and today has more than 200 treaty partnerships across North America.
This reinsurance territory manager will be accountable for developing and maintaining a profitable portfolio of Equipment Breakdown treaty reinsurance business for FM Boiler Re in the western region of the US by leveraging our strengths as a competitive differential in the marketplace. The candidate will accomplish this through efficient marketing, and monitoring of Partner Company performance, negotiation of treaty terms and pricing, and promoting and delivering FM BRe reinsurance products and services at a level superior to the competition.
The ideal candidate should live west of the Mississippi.
Education: Bachelors degree or equivalent; Previous Reinsurance experience and CPCU accreditation desirable.
Experience: Minimum five years combined FM Boiler Re or equivalent industry experience including property insurance / reinsurance, treaty development and equipment breakdown technical underwriting / engineering experience.
Skills/Knowledge:
Possess knowledge of all aspects of the Equipment Breakdown insurance and reinsurance business.
General understanding of property and casualty insurance/reinsurance is needed as well as a thorough grasp of our key business drivers and the financial elements leading to overall profitability.
Exhibits sound judgment, decision making and sales/influencing/negotiation/ presentation skills, oral and written communication, interpersonal relations, planning and organization, problem solving, and good team building skills.
Customer-focused and service oriented, with the ability to develop and maintain strong business relationships with Partner Companies, prospects, and intermediaries/agents.
Technology-proficient with demonstrated knowledge of computer business applications.
40% Travel
We offer our employees a wide range of benefits including career long learning opportunities, tuition reimbursement, 401 (k), pension, flexible schedules, rich health and well-being programs, generous time off allowances, volunteer days and so much more!
FM is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.
Auto-ApplyManaging Director, Community Client Development
Remote
Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
The Managing Director, Client Development, will be responsible for playing a leading role in our organic growth strategy and for coaching and managing the Sales team in their assigned markets. This role is a face of Mercer Advisors in the markets and supports organic growth through the addition of new clients. The Managing Director, Client Development, is also expected to contribute to Mercer Advisors overall through active engagement in leadership committees, strategic initiatives, and corporate programs.
Essential Job Functions for this role include:
Works with Client Development Leadership to help design and implement strategies that drive new client growth.
Manages and leads Reginal Vice Presidents to ensure they are meeting and exceeding performance objectives & achieving their full potential.
Directly engages in high value prospect opportunities and wholesaling opportunities (side by side with RVPs).
Effectively coaches and mentors Regional Vice Presidents, assists in training new RVPs as they join the team.
Improves RVPs productivity by sponsoring critical national initiatives to improve the sales process, marketing materials, technology and training beyond their own market.
Acts as an Ambassador of Mercer Advisors and supports the sales team to foster positive partner and new client relationships by maintaining relationships with key members of partner teams.
Ensures adherence to company performance standards as well as company policies and procedures.
Knowledge, Skills, and Abilities:
Bachelor's degree.
At least 15 years of experience building relationships with and mentoring and managing financial services professionals, guiding teams to realize their potential, building culture, evaluating performance, recruiting, ensuring clear and consistent communication.
Track record of success in helping sales professionals grow their practices in a client centric model; Creating an environment where high-touch client experience is the norm; escalating and dealing with issues when necessary.
Experience communicating the benefits of a wealth management platform to potential clients and M&A partners; Telling the firm's story when working with RVPs in the channels as well as in the M&A sales process.
Negotiation experience that involves listening, persuading, and developing mutually beneficial solutions
Excellent Client Focus and client-oriented position, but sales aptitude and experience are also highly desired
Strong decision-making, judgement, problem-solving, analysis and project management skills
Series 65 or Series 66 or CFP
Experience using CRM systems (Salesforce preferred)
Flexibility to travel 40% of the time.
Work Schedule:
This professional role requires availability Monday through Friday, 8:00 AM - 5:00 PM.
Working Conditions:
Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care.
14 Company Paid Holidays with a full week off at Thanksgiving.
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (6 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
If you need an accommodation seeking employment with Mercer Advisors, please email *****************************. This email is for accommodation requests only. Accommodations are made on a case-by-case basis.
Applicants have rights under federal employment laws:
Family and Medical Leave Act (FMLA)
Employee Polygraph Protection Act (EPPA)
Equal Employment Opportunity (EEO)
U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.
E-Verify
Right to Work
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection
Auto-ApplyClient Executive / Principal K-12
Berkeley, CA jobs
The Client Executive will serve as a top-level manager in a successful, growing firm. They will interact regularly with senior representatives of current and prospective clients. The Client Executive will oversee all client relations for a particular Client or multiple Clients, including project team performance and overall client satisfaction. The Client Executive will have extremely strong inter-personal skills with an aggressive, yet personable, demeanor.
Your Impact:
Strategic
: The Client Executive will be a key contributor to further defining and guiding the strategic plan. PBK's corporate resources and management team will be made available to assist the Client Executive in meeting these goals.
Operational
: The Client Executive will ultimately be responsible for the delivery of services, the development of culture and the execution of processes within the offices. They will oversee client relations, including project team performance and overall client satisfaction.
Marketing/Business Development
: The ability to establish and develop relationships with potential clients is essential. They will work closely with the firm's Marketing & Business Development departments to develop new opportunities and build relationships.
Management/Leadership
: The Client Executive will promote a support structure to further develop the abilities of the staff. They will also be responsible for staffing projections and overseeing the recruitment of new staff.
Executive Meetings
Board Meetings
Major Presentations
Introduction & Important Issues Meetings
Management & Staffing Meetings
New Hire Interviews
Client Maintenance
Business Development
Conferences/Seminars
High Level QAQC
Continuous 5-min Meetings with Production Director & Project Managers
Here's What You'll Need:
Must be a Registered Architect in the State.
Must have a minimum of 15 years of experience in the architectural profession with no less than 10 years of experience managing project teams and processes.
Must have prior K-12 and/or Higher Education experience to be considered.
The actual offered base salary for California locations will vary depending on factors such as individual qualifications, education, experience, skills, job-related knowledge, work location, and internal equity. We would not anticipate that the individual hired into this role will be at or near the top half of the range provided, but the decision will be dependent on the factors of each individual case. The compensation package may also include incentive compensation in the form of discretionary bonuses in addition to base salary and a full range of medical, financial, and other benefits. The salary range for this position is below.
$142,666.00 - $213,999.00
PBK is an Equal Employment Opportunity employer. All qualified applicants can be considered for an opportunity without regard to sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected veteran status, criminal history, or any other characteristic protected by law. Additionally, it is our policy to provide equal employment opportunity in all phases of employment in compliance with all applicable federal and state laws, rules, and regulations.
Auto-ApplyClient Executive / Principal K-12
Rancho Cucamonga, CA jobs
The Client Executive will serve as a top-level manager in a successful, growing firm. He or she will interact regularly with senior representatives of current and prospective clients. The Client Executive will oversee all client relations for a particular Client or multiple Clients, including project team performance and overall client satisfaction. The Client Executive will have extremely strong inter-personal skills with an aggressive, yet personable, demeanor.
Your Impact:
Strategic
: The Client Executive will be a key contributor to further defining and guiding the strategic plan. PBK's corporate resources and management team will be made available to assist the Client Executive in meeting these goals.
Operational
: The Client Executive will ultimately be responsible for the delivery of services, the development of culture and the execution of processes within the offices. He or She will oversee client relations, including project team performance and overall client satisfaction.
Marketing/Business Development
: The ability to establish and develop relationships with potential clients is essential. They will work closely with the firm's Marketing & Business Development departments to develop new opportunities and build relationships.
Management/Leadership
: The Client Executive will promote a support structure to further develop the abilities of the staff. They will also be responsible for staffing projections and overseeing the recruitment of new staff.
Executive Meetings
Board Meetings
Major Presentations
Introduction & Important Issues Meetings
Management & Staffing Meetings
New Hire Interviews
Client Maintenance
Business Development
Conferences/Seminars
High Level QAQC
Continuous 5-min Meetings with Production Director & Project Managers
Here's What You'll Need:
Must be a Registered Architect in the State.
Must have a minimum of 15 years of experience in the architectural profession with no less than 10 years of experience managing project teams and processes.
Must have prior K12 and/or Higher Education experience to be considered.
The actual offered base salary for California locations will vary depending on factors such as individual qualifications, education, experience, skills, job-related knowledge, work location, and internal equity. We would not anticipate that the individual hired into this role will be at or near the top half of the range provided, but the decision will be dependent on the factors of each individual case. The compensation package may also include incentive compensation in the form of discretionary bonuses in addition to base salary and a full range of medical, financial, and other benefits. The salary range for this position is below.
$142,666.00 - $213,999.00
PBK is an Equal Employment Opportunity employer. All qualified applicants can be considered for an opportunity without regard to sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected veteran status, criminal history, or any other characteristic protected by law. Additionally, it is our policy to provide equal employment opportunity in all phases of employment in compliance with all applicable federal and state laws, rules, and regulations.
Auto-ApplyClient Executive, Employee Benefits - IAS, West
Irvine, CA jobs
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.
The Employee Benefits Client Executive is responsible for the tactical and operational leadership in the design, development, implementation, administration, and communication of all assigned large client benefit plans, including making appropriate recommendations based on long term objectives.
Position Summary:
The Employee Benefits Client Executive is responsible for the tactical and operational leadership in the design, development, implementation, administration, and communication of all assigned large client benefit plans, including making appropriate recommendations based on long term objectives.
Principal Responsibilities:
Manages all policy activity and stewardship aspects in assigned book of business.
Analyzes and reports on relevant claims data for larger accounts, spotting trends and comparing client data to industry benchmarks.
Ensures client compliance with respect to benefits and serves as an informed resource to clients on the impact of the ACA and future government changes.
Sustains current knowledge of government regulations and ensures legal compliance with FMLA, COBRA, ACA, Employee Retirement Income Security Act (ERISA) and other applicable laws and regulations, including fulfilling reporting and compliance requirements.
Promotes a culture of vigilance, accountability, collaboration, strong ethical standards and a high degree of client satisfaction.
Maintains a concern for accuracy, timeliness and completion when interacting with clients, the firm and insurance company partners to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.
Manages large accounts without assistance from leadership and/or an Advisor.
Reviews existing accounts to determine if additional lines of insurance should be solicited and/or if changes need to be made throughout the year and at renewal.
Cultivates strong relationships with insurance company partners.
Manages various priorities and adapts to continually changing job responsibilities.
Looks for opportunities to improve the firm, Business Segment and processes. Bring issues and discrepancies to the attention of appropriate leadership.
Completes special projects as assigned.
Education, Experience, Skills and Abilities Requirements:
Obtain and maintain state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment).
Bachelor's degree in Human Resource Management, Accounting, Finance, Business, or other related concentration, is preferred. Certified Employee Benefits Specialist (CEBS), SPHR or PHR is also preferred.
Minimum of five (5) years of insurance and/or benefits related experience, including leading an account management team
Intermediate to advanced knowledge of Microsoft PowerPoint, Publisher, Outlook, Excel, and Word.
Ability to learn appropriate insurance company and firm software systems.
Strong communication, presentation, and interpersonal skills; demonstrated ability to produce clear and effective communication to audiences.
Capability to work effectively in a collaborative team environment.
Demonstrates the firm's core values, exuding behavior that is aligned with the firm's culture.
Special Working Conditions:
Fast paced, multi-tasking environment.
Some travel is required.
Important Notice:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.
The starting pay is $135,000-150,000 annually. Salary is negotiable upon time of hire.
#LI-SB1
#LI-HYBRID
IND1
Click here for some insight into our culture!
The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Auto-ApplyClient Success Executive in Nashville
Nashville, TN jobs
Job Title: Client Success Executive The Client Success Executive Reports to the Director of Client Success, this is a Fulltime responsible for providing white glove service while developing long-term relationships with partnered health care organizations, focusing on contract retention and further financial growth. Additionally, the Client Success Executive may support professional services, and the development of relationships and sales initiatives in the Government vertical (VA and DHA facilities). The Client Success Executive will work closely with Sales, Operations, and other clinical contractors to achieve corporate KPIs.
Specific Responsibilities
• Maintain excellent relationships with all Clients
• Grow and develop assigned contracts in accordance with the company growth strategy, roadmap, and forecasted annual budget
• Complete tasks to assure that projects are done on time
• Regularly find ways to build efficiencies
• Renew and grow Client contracts
• Answer any questions and resolve any issues the Client may have
• Inform organizations of any program updates and additions
• Take suggestions for improvements from the Client
• Other duties as assigned by the Director of Client Success in efforts to grow, scale, and automate various facets of the organization
• Support the development of a Government sales pipeline
• Schedule and conduct quarterly business reviews with Clients to include
Qualifications
• 4 Bachelor's degree from four-year college or university
• 3+ years of work experience in organizational communications, client management, or program operations.
• Proficient in the use of Microsoft Office products.
• Sales experience a plus
Specialty Client Management Executive TPA - Dental
Denver, CO jobs
Location: This role requires associates to be in-office 3 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. The ideal candidate will reside in the Central or Mountain standard time zone. Alternate locations may be considered.
Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.
The Specialty Client Management Executive TPA - Dental will be responsible for managing a business-to-business (B2B) client partnership within the Specialty Benefits portfolio, which includes dental, vision, life, disability, and worksite benefits. This role entails working as a Third Party Administrator (TPA) to oversee complex, federally regulated benefits and manage a membership population of up to 2 million members, with a revenue of $500 million.
How you will make an impact:
* Client Relationship Management: Serve as the primary liaison for a large, high-profile client building and sustaining trusted, strategic relationships with senior and executive client stakeholders.
* Executive Communication: Represent the client's voice to our leadership team, and effectively communicate organizational strategy, initiatives, and results to organizational leaders and executives.
* Issue Resolution and Escalation: Take full ownership of complex issues, driving cross-functional teams to resolve them quickly and transparently. Anticipate challenges before they impact the client.
* Strategic Partnership: Work with the client to understand evolving business needs and align our products, capabilities and teams to support their long-term strategic growth. Develop strategies promoting growth, retention, and regulatory compliance.
* Performance and Accountability: Develop and monitor KPIs, service delivery, contractual commitments and compliance, ensuring results meet or exceed client expectations. Monitor and improve member and provider satisfaction to KPIs.
* Problem Solving and Innovation: Identify areas for improvement, propose solutions, and lead initiatives to enhance the client's experience. Interpret client expectations and business needs seeking clarity and guidance when required.
* Internal Leadership: Partner with internal functional leaders to ensure seamless service delivery and alignment on client priorities. Seek client-centric solutions including business and technology.
* Portfolio Management: Execute and initiate business and technology projects with oversight, interpret complex and detailed requirements, manage the client portfolio to the client contract and regulatory requirements.
* Willingness to travel up to 20% of the year with seasonal travel.
Minimum Requirements:
Requires a BA/BS and a minimum of 7 years of experience in strategic sales and/or account management; or any combination of education and experience that provides an equivalent background.
Preferred Skills, Capabilities and Experiences:
* Demonstrated success navigating senior executive discussions and building trusted relationships at the C-suite level preferred.
* Strong record of resolving complex issues in pressure situations while maintaining client satisfaction preferred.
* Exceptional communication and presentation skills, with the ability to tailor messaging for executive level conversations preferred.
* Proven ability to lead through influence in a matrixed environment, driving accountability across diverse teams preferred.
* Analytical and Strategic thinker able to interpret data and translate insights into actionable recommendations preferred.
* Prior healthcare experience preferred.
* Dental product knowledge preferred.
* Broad-based knowledge of healthcare operations preferred.
* Prior associate leadership either form or informal preferred.
For candidates working in person or remotely in the below location(s), the salary* range for this specific position is $145,904 to $182,380.
Locations: Colorado, Illinois, Minnesota.
In addition to your salary, Elevance Health offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). The salary offered for this specific position is based on a number of legitimate, non-discriminatory factors set by the Company. The Company is fully committed to ensuring equal pay opportunities for equal work regardless of gender, race, or any other category protected by federal, state, and local pay equity laws.
* The salary range is the range Elevance Health in good faith believes is the range of possible compensation for this role at the time of this posting. This range may be modified in the future and actual compensation may vary from posting based on geographic location, work experience, education and/or skill level. Even within the range, the actual compensation will vary depending on the above factors as well as market/business considerations. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.
Who We Are
Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
How We Work
At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.
We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.
Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.
The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.
Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact ******************************************** for assistance.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
Auto-ApplyClient Executive, Commercial Risk - IAS, West
Tustin, CA jobs
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.
The Commercial Risk Client Executive is responsible for the management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients. He/she must also evaluate and educate clients on missing or newly available coverage options.
The Commercial Risk Client Executive is responsible for the management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients. He/she must also evaluate and educate clients on missing or newly available coverage options.
Principal Responsibilities:
Acquires and retains large, complex clients through a deep understanding of risk, risk mitigation, and insurance architecture and the ability to leverage and effectively communicate that knowledge in direct alignment with client operations.
Develops trusted partnerships with key insurance company partners and broker representatives.
Leads internal discussions on client renewals including coverage comparisons, pricing comparisons, historical loss experience, and projected loss picks.
Prepares complex submissions for the marketplace, including loss picks, deductible stratification, endorsement requests, and exposure information.
Coordinates client team including Account Management, Risk Mitigation, Claims Consulting and Risk Analysts to ensure service standards and key deliverables exceed clients' expectations.
Assesses final audits to ensure accuracy between client and insurance company partner audit teams' identification of risk.
Actively builds trusting relationships with clients, insurance company partners and brokers, and the firm's advisors, partners, and leaders through personal integrity and industry expertise.
Shares deep insurance expertise with firm's advisors, account managers and other colleagues to advise, develop and train.
Education, Experience, Skills and Abilities Requirements:
Obtain and maintain state insurance license or other state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment).
A minimum of seven (7) years of commercial insurance experience.
Excellent verbal and written communication skills that inspire loyalty and commitment from others.
Ability to analyze complex risk exposures, existing insurance coverages, and develop and communicate appropriate recommendations for clients and prospects through risk mapping.
Exceptional technical knowledge of insurance coverage, contracts, insurance market conditions and carrier underwriting appetites with ability to adjust strategy to protect future interests.
Experience in reviewing, placing and negotiating loss sensitive casualty and workers compensation placements including captive structure is preferred.
Preferred industry specialization, such as Construction, Healthcare, Manufacturing, Wholesale Trade, Transportation, Retail Trade, Real Estate, Services, etc.
Makes sound judgements and decisions based on objective analysis and multiple perspectives.
Intermediate to advanced knowledge of Microsoft PowerPoint, Outlook, Excel, and Word.
Working knowledge in Sagitta is preferred.
Designations preferred, including CPCU, CIC, CRM, or ARM.
Demonstrates the organization's core values, exuding behavior that is aligned with corporate culture.
Special Working Conditions:
Fast-paced multi-tasking environment which will, at times, require travel.
The starting pay is $160,000 annually. Salary is negotiable upon time of hire.
Important Notice:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be modified to reasonably accommodate physically or mentally challenged colleagues.
#LI-SB1
#LI-HYBRID
IND1
Click here for some insight into our culture!
The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Auto-ApplyRegional Director of Business Development
Cleveland, TN jobs
The Regional Director of Business Development plays an integral role in developing and executing the overall business development strategies for Life Care Centers of America. The Director organizes, develops, and directs the overall operation of the Regional Business Development functions to maximize visibility of long term care/post-acute rehabilitation centers in the region. Working with Liaisons and Admissions teams, the Director leads initiatives to position Life Care as a provider of choice to increase census in accordance with all applicable laws, regulations, and Life Care standards.
Education, Experience, and Licensure Requirements
Prior marketing and sales background in healthcare required
Experience in multi-site management required
Willing to travel
ACO/PAC experience required
Bachelor's degree in Marketing, Sales, Healthcare Administration or related fields preferred
Minimum of 3 years experience managing others required
4-5 years of experience preferred
Specific Job Requirements
Excellent writing, verbal and communication skills
Demonstrate an outgoing, energetic personality
Expert knowledge in field of practice
Make independent decisions when circumstances warrant such action
Knowledgeable of practices and procedures as well as the laws, regulations, and guidelines governing functions in the post acute care facility
Implement and interpret the programs, goals, objectives, policies, and procedures of the department
Perform proficiently in all competency areas including but not limited to: patient rights, and safety and sanitation
Maintains professional working relationships with all associates, vendors, etc.
Maintains confidentiality of all proprietary and/or confidential information
Understand and follow company policies including harassment and compliance procedures
Displays integrity and professionalism by adhering to Life Care's
Code of Conduct
and completes mandatory
Code of Conduct
and other appropriate compliance training
>
Essential Functions
Plan, develop, organize, implement, and evaluate business development programs
Develop new business opportunities for facilities
Create and deliver business development presentations and collaterals
Assist in the planning of community outreach activities
Develop and implement census development plans
Maintain and expand excellent relationships with hospitals, medical practices, ACOs and other referral partners
Works to meet and/or exceed budgeted census and quality mix goals
Recruit, select, train, counsel, and supervise business development and admissions staff
Conduct facility tours to potential patients, families, and an visitors and education them on key benefits of the facility
Exhibit excellent customer service and a positive attitude towards patients
Communicate and function productively on an interdisciplinary team
Read, write, speak, and understand the English language
An Equal Opportunity Employer
Managing Director, Community Client Development
Denver, CO jobs
Job Description
Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
The Managing Director, Client Development, will be responsible for playing a leading role in our organic growth strategy and for coaching and managing the Sales team in their assigned markets. This role is a face of Mercer Advisors in the markets and supports organic growth through the addition of new clients. The Managing Director, Client Development, is also expected to contribute to Mercer Advisors overall through active engagement in leadership committees, strategic initiatives, and corporate programs.
Essential Job Functions for this role include:
Works with Client Development Leadership to help design and implement strategies that drive new client growth.
Manages and leads Reginal Vice Presidents to ensure they are meeting and exceeding performance objectives & achieving their full potential.
Directly engages in high value prospect opportunities and wholesaling opportunities (side by side with RVPs).
Effectively coaches and mentors Regional Vice Presidents, assists in training new RVPs as they join the team.
Improves RVPs productivity by sponsoring critical national initiatives to improve the sales process, marketing materials, technology and training beyond their own market.
Acts as an Ambassador of Mercer Advisors and supports the sales team to foster positive partner and new client relationships by maintaining relationships with key members of partner teams.
Ensures adherence to company performance standards as well as company policies and procedures.
Knowledge, Skills, and Abilities:
Bachelor's degree.
At least 15 years of experience building relationships with and mentoring and managing financial services professionals, guiding teams to realize their potential, building culture, evaluating performance, recruiting, ensuring clear and consistent communication.
Track record of success in helping sales professionals grow their practices in a client centric model; Creating an environment where high-touch client experience is the norm; escalating and dealing with issues when necessary.
Experience communicating the benefits of a wealth management platform to potential clients and M&A partners; Telling the firm's story when working with RVPs in the channels as well as in the M&A sales process.
Negotiation experience that involves listening, persuading, and developing mutually beneficial solutions
Excellent Client Focus and client-oriented position, but sales aptitude and experience are also highly desired
Strong decision-making, judgement, problem-solving, analysis and project management skills
Series 65 or Series 66 or CFP
Experience using CRM systems (Salesforce preferred)
Flexibility to travel 40% of the time.
Work Schedule:
This professional role requires availability Monday through Friday, 8:00 AM - 5:00 PM.
Working Conditions:
Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care.
14 Company Paid Holidays with a full week off at Thanksgiving.
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (6 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
Pet Insurance
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Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
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Client Developer
Nashville, TN jobs
Do you have a passion for business development and enjoy collaborating with different teams within a company and building relationships? S&ME is looking for a Client Developer to lead business development initiatives and support the ongoing success of S&ME's environmental, geotechnical, and construction materials testing teams out of our Nashville, Tennessee office.
S&ME values strong client relationships, technical excellence, and collaborative problem-solving. Over the years, we've become trusted partners across industries such as transportation, energy, water, waste management, education, government, and commercial sectors. Today, our team supports some of Nashville and Middle Tennessee's most high-profile projects in Commercial Real Estate, Institutional, and Transportation markets.
Visit the Life tab on our LinkedIn profile to learn more about life at S&ME.
What You Will Do:
As a Client Developer, you will collaborate with Project Management, Communications, and Marketing teams to establish new client relationships and strengthen existing relationships. Helping to develop strategies that help S&ME's Nashville office continue to grow and excel in supporting client success.
* Strategic Partnership: Collaborate with local leadership and staff to develop and implement strategies that support individual and office-wide sales and revenue goals.
* Business Development: Represent the organization in the local market to strengthen existing client relationships, secure new business opportunities, and enhance the company's visibility. Maintain active involvement in professional associations for networking and growth.
* Marketing Coordination: Organize and manage local marketing initiatives, including sponsorships, events, and social media campaigns to promote brand awareness.
* Proposal Management: Assist in preparing and submitting proposals and responses to Requests for Qualifications (RFQs) to support business growth.
* Training & Leadership: Facilitate regular business development meetings and provide guidance to project managers and staff to improve their business development skills.
Who We're Looking For:
We are seeking an individual with a proven track record of success in researching, prospecting, and scheduling face-to-face meetings with key decision-makers and influencers, who can point to specific business outcomes resulting from their activities. Current involvement and visibility in professional organizations, industry associations, civic groups, and/or local associations for economic and business growth is a plus.
Qualifications:
* Education: Bachelor's degree in engineering, marketing, construction, business, or a related field
* Experience: Minimum of 4 years of technical and/or business development experience within the Commercial Real Estate, Architecture, Construction, and Engineering industries (candidates with significantly more years' experience encouraged to apply)
* Key Competencies
* Excellent written and verbal communication skills
* Existing relationships with various A/E/C industry Designers, Contractors, and Owners
* The ability to increase sales opportunities for S&ME, achieve a sales target, and grow the Nashville office
Working Conditions and Physical Demands:
The willingness and ability to travel, using personal vehicles for use during company business, which may sometimes occur during evenings and on weekends
We Are S&ME:
At S&ME, we're committed to your growth, professionally and personally. With over 50 years of experience delivering innovative solutions in geotechnical, civil, environmental, and construction materials engineering, we've built a strong foundation for long-term careers. Our team of over 1,000 employee-owners across 10+ states collaborates to create a meaningful impact for our clients and communities. When you join S&ME, you become part of a collaborative, honest, and people-focused culture that invests in your success. We offer exciting project opportunities, ongoing training, and a comprehensive benefits package to support you and your family. This is more than a job; it's a place to grow, thrive, and build a future.
What We Offer:
Comprehensive Health & Wellness Programs
* Medical, Dental & Vision Plans with HSA and FSA options - plus no medical premium increase in 2026
* Wellness Program offering $50 off per month on 2027 premiums
* Pet Insurance for your furry family members
Ownership & Financial Perks
* 100% Employee Stock Ownership Plan (ESOP) with a 5% company contribution
* 401(k) Retirement Plan to help you plan ahead
* Term Life & Long-Term Care Coverage - available Spring 2026
Work-Life Balance & Career Development
* Paid Holidays, PTO with rollover options, and Paid Maternity & Paternity Leave
* Mentorship & Career Development Programs, Tuition Reimbursement, and Credential Incentive Program
* Employee Recognition Program, $2,000 Referral Bonuses, and a company vehicle & fuel card for project-based roles
If you're passionate about making an impact and want to work with a firm committed to our employees and providing quality service to our clients, we'd love to hear from you!
This full-time role offers competitive pay based on experience. Candidates must comply with our Fleet Management, Substance Policy, and Reference Check requirements. Only candidates with valid employment eligibility (I-9) will be considered. Visa assistance is not available. S&ME reserves the right to hire internally or externally at any time. No candidate/recruiter calls, personal calls, or walk-ins are accepted.