Sales Account Manager jobs at Colonial Life - 81 jobs
Account Executive
Colonial Life 4.9
Sales account manager job at Colonial Life
Help America's Workers Get the Financial Protection They Need By building relationships with employers and HR professionals, you'll be able to offer voluntary benefits that can help employees during challenging times. In addition to providing financial protection, you'll help employees better understand all of their benefits with end-to-end enrollment support. It's all part of our commitment to helping America's workers when they need it most.
We provide the tools, training and support to help you succeed. With Colonial Life, you can:
Achieve
more than just sales - enjoy being a benefits counselor.
Work
with a sound company that's had a solid history of integrity and growth for more than 75 years.
Enjoy
strong earnings potential, even in your first year, plus competitive bonuses and incentives. Average first-year income for our top new benefit counselors hit $105,000 last year.
Grow
and refine your skills through our proven phone prospecting system and structured sales training program.
Enjoy
a flexible work schedule.
Earn
what you're worth, help people, and have fun doing it!
Job Description
The Account Executive will be self-motivated and will manage the sales life-cycle including generating leads, writing proposals, making presentations, identifying and securing new business opportunities, monitoring account performance, and following up on sales activities. Cold calling and new business development skills are essential.
We provide excellent compensation and extensive training.
Previous sales experience and current licensure a plus, but not required to apply -
we'll help you obtain a license.
Qualifications
Our most successful sales reps have
:
Entrepreneur Mindset
Good communication skills
A competitive drive to win
Serious drive to make $$$ & help people
A positive attitude and a high level of integrity, professionalism and enthusiasm
A strong desire to succeed, coupled with an ability to listen and willingness to learn
The best candidates preferably have at least 2 YEARS of sales experience
Additional Information
All your information will be kept confidential according to EEO guidelines.
$105k yearly 1d ago
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Sr. Sales Executive, Select-MD/DE territory
Travelers Insurance Company 4.4
Baltimore, MD jobs
**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Sales
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$109,300.00 - $180,200.00
**Target Openings**
1
**What Is the Opportunity?**
The Sales Executive Team is dedicated to navigating and managing a high performing sales culture in-person and/or virtually which contributes to the overall success of the Select business. The team executes on industry-leading sales strategies aligned with business objectives, builds effective relationships with customers, distribution partners and fellow employees, and creates tactical sales plans for profitable growth through extensive product knowledge and state of the art sales and influencing tactics. The team also uses digitally advanced strategies to move the business forward, leads the relationships with our aggregator/networking groups, and partners with the agent to imbed into higher producing revenue streams. As a Senior Sales Executive, Select, you will manage and develop a complex group of Travelers agency assignments/territories as a Subject Matter Expert, optimize growth within defined new business, retention and profitability goals and deliver success within Travelers' framework of Corporate values. You will act as a brand ambassador to sell the Travelers value proposition to distribution partners. You may also be responsible for mentoring, coaching or managing less experienced members of the team. This position is an outside sales position where assigned distribution relationships within the geographic territory tend to be best served through an in-person sales strategy.
This is a remote position, however must reside in the MD/DE territory.
**What Will You Do?**
+ Develop, influence, and implement advanced sales strategies to expand and manage a high-value portfolio of business, with the objective of driving profitable growth.
+ Own assigned territory, including business development, leveraging performance metrics to create annual plans and manage territorial performance.
+ Conduct comprehensive agency diagnostics to assess performance and identify strategic growth opportunities.
+ Facilitate high-level agency appointments and build long-term relationships through office visits (both in-person and virtual).
+ Prospect, onboard and set performance goals for new agencies, while providing training and support.
+ May pre-qualify accounts as needed.
+ Influence key agency partners through exceptional communication and negotiation skills.
+ Collaborate with internal teams, such as, Product, Underwriting, and Operations to ensure alignment of sales strategies with broader business objectives.
+ Understand Travelers Enterprise focus and seize opportunities to cross-sell Travelers products by initiating cross-functional meetings. Identify book transfer opportunities.
+ Maintain extensive knowledge of competitor products and capabilities and local market trends and understands impact of state regulatory environment on agency business.
+ Responsible for facilitating workshops and actively leading point of sale presentations for both internal and external audiences.
+ Participate in and may lead team, cross team and/or cross business related projects.
+ May provide training, coaching and mentoring to Associate Sales Executives and Sales Executives or manage staff on limited basis.
+ Utilize sophisticated data and analytics to guide strategic sales decisions, measure performance metrics and identify opportunities for additional products and services to maintain a balanced portfolio.
+ Leverage thorough knowledge of Travelers' systems and platforms to support the sales process.
+ Leverage AI technologies to optimize industry processes, enhance decision-making, and drive innovation, while continuously learning and adapting to emerging AI trends and tools.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Bachelor's degree in sales, marketing, business or related field.
+ Five or more years of insurance sales or related experience in managing a book of business, driving significant sales growth, achieving sales targets, conducting agency diagnostics and utilizing digital sales tools.
+ Certified Insurance Counselor (CIC) (or willingness to pursue).
+ Extensive knowledge of Travelers products and general Property & Casualty marketplace.
+ Extensive influencing and negotiation skills to encourage agency partners to adopt Travelers products and services.
+ Proven ability to collaboratively build and maintain relationships with a diverse range of stakeholders both internally and externally.
+ Strong analytical and problem-solving skills.
+ Ability to define goals and priorities and meet these goals in a timely manner.
+ Exceptional organizational skills to manage complex tasks and priorities and meet sales goals and deadlines effectively.
+ Demonstrated skills in coaching, training and mentoring others.
**What is a Must Have?**
+ Four years of sales experience within the insurance industry.
+ Must live in the territory that they manage and have the ability to travel up to 75% of the time.
**What Is in It for You?**
+ **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit ******************************************************** .
$109.3k-180.2k yearly 26d ago
Senior Account Executive (AE)
ISG Partners 4.7
Twin Falls, ID jobs
Job Description
Account Executive
Position Type: Full-Time
Industry: Workplace Services & Supplies (B2B / Outside Sales)
About the Role
We are supporting the hiring efforts for an Account Executive opening covering the Twin Falls territory. This role is focused on selling uniform rental programs and workplace services to local businesses across a wide range of industries. The ideal candidate is a driven, relationship-focused sales professional with proven success in outside, territory-based B2B sales.
Key Responsibilities
Prospect, develop, and close new business within the assigned territory
Conduct in-person visits, presentations, and product demonstrations
Build and maintain strong relationships with business owners and decision-makers
Develop territory plans and manage a consistent sales pipeline
Collaborate with operations and service teams to ensure strong customer experience
Track sales activity, forecasting, and reporting through CRM tools
Represent the company's brand and value proposition professionally in the field
Requirements
Prior B2B outside sales experience required (workplace services, facility services, uniform rental, route-based, or similar industries preferred)
Proven history of meeting or exceeding sales targets
Strong prospecting and territory development skills
Comfortable operating in a field-based, outside-sales environment
Excellent communication, presentation, and relationship-building abilities
Valid driver's license
Highly motivated, competitive, and goal-oriented
What's Offered
Competitive base salary plus strong bonus potential
Company vehicle or vehicle reimbursement program
Full benefits package and long-term career development opportunities
Supportive leadership with deep industry experience
Stability and advancement potential within a well-established, publicly traded organization
$74k-111k yearly est. 12d ago
Sr. Sales Executive, Select-MD/DE territory
Travelers Insurance Company 4.4
Annapolis, MD jobs
**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Sales
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$109,300.00 - $180,200.00
**Target Openings**
1
**What Is the Opportunity?**
The Sales Executive Team is dedicated to navigating and managing a high performing sales culture in-person and/or virtually which contributes to the overall success of the Select business. The team executes on industry-leading sales strategies aligned with business objectives, builds effective relationships with customers, distribution partners and fellow employees, and creates tactical sales plans for profitable growth through extensive product knowledge and state of the art sales and influencing tactics. The team also uses digitally advanced strategies to move the business forward, leads the relationships with our aggregator/networking groups, and partners with the agent to imbed into higher producing revenue streams. As a Senior Sales Executive, Select, you will manage and develop a complex group of Travelers agency assignments/territories as a Subject Matter Expert, optimize growth within defined new business, retention and profitability goals and deliver success within Travelers' framework of Corporate values. You will act as a brand ambassador to sell the Travelers value proposition to distribution partners. You may also be responsible for mentoring, coaching or managing less experienced members of the team. This position is an outside sales position where assigned distribution relationships within the geographic territory tend to be best served through an in-person sales strategy.
This is a remote position, however must reside in the MD/DE territory.
**What Will You Do?**
+ Develop, influence, and implement advanced sales strategies to expand and manage a high-value portfolio of business, with the objective of driving profitable growth.
+ Own assigned territory, including business development, leveraging performance metrics to create annual plans and manage territorial performance.
+ Conduct comprehensive agency diagnostics to assess performance and identify strategic growth opportunities.
+ Facilitate high-level agency appointments and build long-term relationships through office visits (both in-person and virtual).
+ Prospect, onboard and set performance goals for new agencies, while providing training and support.
+ May pre-qualify accounts as needed.
+ Influence key agency partners through exceptional communication and negotiation skills.
+ Collaborate with internal teams, such as, Product, Underwriting, and Operations to ensure alignment of sales strategies with broader business objectives.
+ Understand Travelers Enterprise focus and seize opportunities to cross-sell Travelers products by initiating cross-functional meetings. Identify book transfer opportunities.
+ Maintain extensive knowledge of competitor products and capabilities and local market trends and understands impact of state regulatory environment on agency business.
+ Responsible for facilitating workshops and actively leading point of sale presentations for both internal and external audiences.
+ Participate in and may lead team, cross team and/or cross business related projects.
+ May provide training, coaching and mentoring to Associate Sales Executives and Sales Executives or manage staff on limited basis.
+ Utilize sophisticated data and analytics to guide strategic sales decisions, measure performance metrics and identify opportunities for additional products and services to maintain a balanced portfolio.
+ Leverage thorough knowledge of Travelers' systems and platforms to support the sales process.
+ Leverage AI technologies to optimize industry processes, enhance decision-making, and drive innovation, while continuously learning and adapting to emerging AI trends and tools.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Bachelor's degree in sales, marketing, business or related field.
+ Five or more years of insurance sales or related experience in managing a book of business, driving significant sales growth, achieving sales targets, conducting agency diagnostics and utilizing digital sales tools.
+ Certified Insurance Counselor (CIC) (or willingness to pursue).
+ Extensive knowledge of Travelers products and general Property & Casualty marketplace.
+ Extensive influencing and negotiation skills to encourage agency partners to adopt Travelers products and services.
+ Proven ability to collaboratively build and maintain relationships with a diverse range of stakeholders both internally and externally.
+ Strong analytical and problem-solving skills.
+ Ability to define goals and priorities and meet these goals in a timely manner.
+ Exceptional organizational skills to manage complex tasks and priorities and meet sales goals and deadlines effectively.
+ Demonstrated skills in coaching, training and mentoring others.
**What is a Must Have?**
+ Four years of sales experience within the insurance industry.
+ Must live in the territory that they manage and have the ability to travel up to 75% of the time.
**What Is in It for You?**
+ **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit ******************************************************** .
$109.3k-180.2k yearly 26d ago
Sr. Sales Executive, Select-MD/DE territory
The Travelers Companies 4.4
Annapolis, MD jobs
Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
Job Category
Sales
Compensation Overview
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
Salary Range
$109,300.00 - $180,200.00
Target Openings
1
What Is the Opportunity?
The Sales Executive Team is dedicated to navigating and managing a high performing sales culture in-person and/or virtually which contributes to the overall success of the Select business. The team executes on industry-leading sales strategies aligned with business objectives, builds effective relationships with customers, distribution partners and fellow employees, and creates tactical sales plans for profitable growth through extensive product knowledge and state of the art sales and influencing tactics. The team also uses digitally advanced strategies to move the business forward, leads the relationships with our aggregator/networking groups, and partners with the agent to imbed into higher producing revenue streams. As a Senior Sales Executive, Select, you will manage and develop a complex group of Travelers agency assignments/territories as a Subject Matter Expert, optimize growth within defined new business, retention and profitability goals and deliver success within Travelers' framework of Corporate values. You will act as a brand ambassador to sell the Travelers value proposition to distribution partners. You may also be responsible for mentoring, coaching or managing less experienced members of the team. This position is an outside sales position where assigned distribution relationships within the geographic territory tend to be best served through an in-person sales strategy.
This is a remote position, however must reside in the MD/DE territory.
What Will You Do?
* Develop, influence, and implement advanced sales strategies to expand and manage a high-value portfolio of business, with the objective of driving profitable growth.
* Own assigned territory, including business development, leveraging performance metrics to create annual plans and manage territorial performance.
* Conduct comprehensive agency diagnostics to assess performance and identify strategic growth opportunities.
* Facilitate high-level agency appointments and build long-term relationships through office visits (both in-person and virtual).
* Prospect, onboard and set performance goals for new agencies, while providing training and support.
* May pre-qualify accounts as needed.
* Influence key agency partners through exceptional communication and negotiation skills.
* Collaborate with internal teams, such as, Product, Underwriting, and Operations to ensure alignment of sales strategies with broader business objectives.
* Understand Travelers Enterprise focus and seize opportunities to cross-sell Travelers products by initiating cross-functional meetings. Identify book transfer opportunities.
* Maintain extensive knowledge of competitor products and capabilities and local market trends and understands impact of state regulatory environment on agency business.
* Responsible for facilitating workshops and actively leading point of sale presentations for both internal and external audiences.
* Participate in and may lead team, cross team and/or cross business related projects.
* May provide training, coaching and mentoring to Associate Sales Executives and Sales Executives or manage staff on limited basis.
* Utilize sophisticated data and analytics to guide strategic sales decisions, measure performance metrics and identify opportunities for additional products and services to maintain a balanced portfolio.
* Leverage thorough knowledge of Travelers' systems and platforms to support the sales process.
* Leverage AI technologies to optimize industry processes, enhance decision-making, and drive innovation, while continuously learning and adapting to emerging AI trends and tools.
* Perform other duties as assigned.
What Will Our Ideal Candidate Have?
* Bachelor's degree in sales, marketing, business or related field.
* Five or more years of insurance sales or related experience in managing a book of business, driving significant sales growth, achieving sales targets, conducting agency diagnostics and utilizing digital sales tools.
* Certified Insurance Counselor (CIC) (or willingness to pursue).
* Extensive knowledge of Travelers products and general Property & Casualty marketplace.
* Extensive influencing and negotiation skills to encourage agency partners to adopt Travelers products and services.
* Proven ability to collaboratively build and maintain relationships with a diverse range of stakeholders both internally and externally.
* Strong analytical and problem-solving skills.
* Ability to define goals and priorities and meet these goals in a timely manner.
* Exceptional organizational skills to manage complex tasks and priorities and meet sales goals and deadlines effectively.
* Demonstrated skills in coaching, training and mentoring others.
What is a Must Have?
* Four years of sales experience within the insurance industry.
* Must live in the territory that they manage and have the ability to travel up to 75% of the time.
What Is in It for You?
* Health Insurance: Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
* Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
* Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
* Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
* Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
Employment Practices
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit *********************************************************
$109.3k-180.2k yearly 9d ago
Sales, Territory Manager - RespirTech Baltimore, MD, Annapolis, MD, and Wilmington, DE
Philips 4.7
Baltimore, MD jobs
Territory Manager - RespirTech Baltimore, MD, Annapolis, MD, and Wilmington, DE. RespirTech's Territory Manager represents the InCourage airway clearance therapy medical device, calling on but not limited to Pulmonologists to support patients with chronic respiratory and neuromuscular conditions on a journey to better breathing.
Your role:
* Executing outside sales and territory management, inclusive of accountmanagement and new business development.
* Employing a hunter mentality to identify new opportunities, overcome objections and change the mindsets of prescribers, while achieving performance growth goals.
* Performing total office sales calls, in-services on patient profiles, product demonstrations and presenting clinical evidence to physicians.
* Being an expert on Medicare, Medicaid and private insurance coverage-criteria for InCourage vest therapy, while effectively educating healthcare teams in identifying patients who meet coverage criteria. Obtaining medical record documentation in order for coverage to be obtained.
* Analyzing data to effectively target priority healthcare teams and create sales call routing. Capable to be flexible and adjust routing to fit pipeline management needs.
You're the right fit if:
* You've acquired 3+ years of successful direct field sales, clinical education or clinical sales support experience. Previous durable/home medical equipment and/or pharmaceutical sales experience preferred.
* Your skills include:
* Ability to be in the field within your territory 90% (some territories may include overnights).
* The ability to build and maintain strong customer relationships.
* You have a Bachelor's or Master's Degree in Business Administration, Marketing, Sales or equivalent.
* You must be able to successfully perform the following minimum Physical, Cognitive and Environmental job requirements with or without accommodation for this Sales position.
* You're an excellent communicator, both written and verbal, and have the ability to work independently.
How we work together
We believe that we are better together than apart. For our office-based teams, this means working in-person at least 3 days per week. Onsite roles require full-time presence in the company's facilities. Field roles are most effectively done outside of the company's main facilities, generally at the customers' or suppliers' locations.
This is a field role.
About Philips
We are a health technology company. We built our entire company around the belief that every human matters, and we won't stop until everybody everywhere has access to the quality healthcare that we all deserve. Do the work of your life to help improve the lives of others.
* Learn more about our business.
* Discover our rich and exciting history.
* Learn more about our purpose.
* Learn more about our culture.
Philips Transparency Details
Total Target Earnings is composed of base salary + target incentive. At 85% to 120% performance achievement, the Target Earning potential is $133,000 to $153,000 annually, plus company fleet/car. Total compensation may be higher or lower dependent upon individual performance.
Target Earnings pay is only one component of the Philips Total Rewards compensation package, which includes a generous PTO, 401k (up to 7% match), HSA (with company contribution), stock purchase plan, education reimbursement and much more. Details about our benefits can be found here.
Additional Information
US work authorization is a precondition of employment. The company will not consider candidates who require sponsorship for a work-authorized visa, now or in the future.
Company relocation benefits will not be provided for this position. For this position, you must reside in or within commuting distance to ( Baltimore, MD, Annapolis, MD, and Wilmington, DE).
#ConnectedCare
This requisition is expected to stay active for 45 days but may close earlier if a successful candidate is selected or business necessity dictates. Interested candidates are encouraged to apply as soon as possible to ensure consideration.
Philips is an Equal Employment and Opportunity Employer including Disability/Vets and maintains a drug-free workplace.
$133k-153k yearly Auto-Apply 4d ago
Sales Executive - Employee Benefits
RCM&D 3.9
Baltimore, MD jobs
Working at RCM&D and Unison Risk Solutions is ideal for those seeking a challenging, rewarding and upwardly mobile career in risk management, insurance and employee benefits. Dedicated to fostering their continued success and growth, we are deeply invested in our employees.
RCM&D is currently searching for a Sales Executive in our Employee Benefits department. The successful candidate will be responsible for developing, expanding, and coordinating new and existing business accounts. This individual will also take a pro-active approach to all aspects of accountmanagement and service to clients, ensuring client needs are identified and met.
A Day in the Life:
Generates and qualifies leads by identifying prospects and evaluating their position in the industry; researches and analyzes sales options.
Maintains relationships with clients by providing support, information, and guidance; researches and recommends new opportunities (including cross-selling opportunities within RCM&D).
Works with divisions to sell all products/solutions and services offered by RCM&D.
Remains current on industry trends, market activities, and competitors.
What You'll Need:
If no prior Insurance experience, 2 - 7 years of Sales experience in another industry is preferred.
If Insurance industry experience is applicable (but not with a broker), 2-5 years of experience in an underwriting, risk control, claims, audit, or territory representative role is preferred (also, underwriting, risk control, claims, audit, are not usually associated with benefit but more with commercial).
If Insurance industry is applicable with a broker, 1-3 years of experience working in a sales position is preferred.
A natural network in the Maryland / D.C. / PA / Virginia area.
Sales experience in the industries we serve such as Healthcare, Education, Real Estate, Construction, Non-Profit, Manufacturing, and Professional Services is a plus.
Who You Are:
Strong understanding of how your individual results impact the company and contribute to overall success.
Keen ability to truly understand your clients' needs so they see that you know what is most important to them while keeping in mind cross-selling opportunities for the firm.
You are inspired to perform well by an ability to drive new ventures within the business.
Maintain a hunter mentality.
What You'll Get:
Competitive salary DOE + comprehensive benefits
Hybrid/Remote Work
Flexible time off
401k stock match selection and profit sharing
Employee ownership
Tuition reimbursement
Finding and cultivating talent is a hallmark of our organization. RCM&D looks for the best and brightest risk management, insurance and employee benefits professionals to join our firm. As a growing and vibrant business, we also recruit savvy marketing, sales, finance, human resources, technology and administrative colleagues to manage and operate our business.
$68k-104k yearly est. Auto-Apply 60d+ ago
Sales Executive - Commercial
RCM&D 3.9
Baltimore, MD jobs
Working at RCM&D and Unison Risk Solutions is ideal for those seeking a challenging, rewarding and upwardly mobile career in risk management, insurance and employee benefits. Dedicated to fostering their continued success and growth, we are deeply invested in our employees.
RCM&D is currently searching for a Sales Executive in our Commercial department. The successful candidate will be responsible for identifying client needs and offering customized insurance solutions in the Healthcare, Education, Real Estate, Construction, Non-Profit, Manufacturing, and Professional Services industries.
A Day in the Life:
Generates and qualifies leads by identifying prospects and evaluating their position in the industry; researches and analyzes sales options.
Maintains relationships with clients by providing support, information, and guidance; researches and recommends new opportunities (including cross-selling opportunities within RCM&D).
Works with divisions to sell all products/solutions and services offered by RCM&D.
Remains current on industry trends, market activities, and competitors.
What You'll Need:
If no prior Insurance experience, 2 - 7 years of Sales experience in another industry is preferred.
If Insurance industry experience is applicable (but not with a broker), 2-5 years of experience in an underwriting, risk control, claims, audit, or territory representative role is preferred.
If Insurance industry is applicable with a broker, 1-3 years of experience working in a sales position is preferred.
A natural network in the Maryland / D.C. / PA / Virginia area.
Sales experience in the industries we serve such as Healthcare, Education, Real Estate, Construction, Non-Profit, Manufacturing, and Professional Services is a plus.
Who You Are:
Strong understanding of how your individual results impact the company and contribute to overall success.
Keen ability to truly understand your clients' needs so they see that you know what is most important to them while keeping in mind cross-selling opportunities for the firm.
You are inspired to perform well by an ability to drive new ventures within the business.
Maintain a hunter mentality.
What You'll Get:
Competitive salary DOE + comprehensive benefits
Hybrid/Remote Work
Flexible time off
401k stock match selection and profit sharing
Employee ownership
Tuition reimbursement
Finding and cultivating talent is a hallmark of our organization. RCM&D looks for the best and brightest risk management, insurance and employee benefits professionals to join our firm. As a growing and vibrant business, we also recruit savvy marketing, sales, finance, human resources, technology and administrative colleagues to manage and operate our business.
$68k-104k yearly est. Auto-Apply 60d+ ago
Sales Executive - Surety
RCM&D 3.9
Baltimore, MD jobs
Working at RCM&D and Unison Risk Solutions is ideal for those seeking a challenging, rewarding and upwardly mobile career in risk management, insurance and employee benefits. Dedicated to fostering their continued success and growth, we are deeply invested in our employees.
RCM&D is currently searching for a Sales Executive in our Surety department. The successful candidate will be responsible for providing clients with timely and cost-effective solutions to ensure proper bonds and adequate protections are issued with each program.
A Day in the Life:
Generates and qualifies leads by identifying prospects and evaluating their position in the industry; researches and analyzes sales options.
Maintains relationships with clients by providing support, information, and guidance; researches and recommends new opportunities (including cross-selling opportunities within RCM&D).
Works with divisions to sell all products/solutions and services offered by RCM&D.
Remains current on industry trends, market activities, and competitors.
What You'll Need:
If no prior Surety experience, 2-7 years of experience in a sales role is preferred.
If Surety industry experience is applicable (but not with a broker), 2-5 years of experience is preferred in underwriting, underwriting support, or claims role.
If Surety industry experience is applicable with a broker, 1-3 years of experience in a sales position working with contractors on bid bonds and payment/performance bonds is preferred.
A natural network in the Maryland / D.C. / PA / Virginia area.
Experience in Banking, Accounting, Financial Statement Analysis or working with and/or selling to construction company leadership is a plus.
Who You Are:
Strong understanding of how your individual results impact the company and contribute to overall success.
Keen ability to truly understand your clients' needs so they see that you know what is most important to them while keeping in mind cross-selling opportunities for the firm.
You are inspired to perform well by an ability to drive new ventures within the business.
Maintain a hunter mentality.
What You'll Get:
Competitive salary DOE + comprehensive benefits
Hybrid/Remote Work
Flexible time off
401k stock match selection and profit sharing
Employee ownership
Tuition reimbursement
Finding and cultivating talent is a hallmark of our organization. RCM&D looks for the best and brightest risk management, insurance and employee benefits professionals to join our firm. As a growing and vibrant business, we also recruit savvy marketing, sales, finance, human resources, technology and administrative colleagues to manage and operate our business.
$68k-104k yearly est. Auto-Apply 60d+ ago
Fully Remote Sales Account Executive
Pierre Strand 4.8
Baltimore, MD jobs
Are you on the lookout for your next thrilling career opportunity in the world of sales? Look no further, as your journey brings you here. We are in pursuit of enthusiastic and driven individuals, just like you, to become integral members of our dynamic team as a Client Service Representative. Prepare to unlock your full earning potential, as we stand by your side every step of the way, all while enjoying a rewarding and fulfilling career path.
Responsibilities of a Client Service Representative:
Proactively identifying and engaging potential clients through various channels.
Cultivating and nurturing strong relationships with existing clients.
Mastering the understanding and presentation of our products and services to potential clients.
Skillfully conveying the value proposition to potential customers.
Achieving the closure of sales deals and exceeding monthly/quarterly sales targets.
Maintaining meticulous records of sales activities and customer information.
What's in it for You as a Client Service Representative at Our Organization?
No prior sales experience is required; we offer comprehensive training to ensure you are fully prepared for success in your role.
Bid farewell to income restrictions; our uncapped commission structure in this 1099 position allows you to reap the rewards of your hard work.
Embrace the complete flexibility of remote work, adapting your work hours to your lifestyle, all from the comfort of your own home.
No more cold calling; we provide access to the best leads allowing you to concentrate on closing deals and realizing your full potential.
$61k-100k yearly est. 60d+ ago
Sales Executive - Commercial Lines
World Insurance Associates 4.0
Columbia, MD jobs
World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.
Insurance Sales Producer - Commercial Lines Client Advisor
Position Overview
World's Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World's unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential.
Primary Responsibilities
Identify, prospect, and cultivate new business, with a focus on commercial accounts
Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing
Track all sales activities in HubSpot and leverage HubSpot to its fullest potential
Utilize World's broad platform to bring risk management solutions to individuals and business owners. At World, you will have access to resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services.
Qualifications
Must have proven experience with a range of insurance solutions to bring value to clients
Must be willing to become each client's trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services)
Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business
It is meaningful, but not mandatory, if you have:
Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company's training program;
Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and
Built and presented client “pitch decks” / presentations.
Compensation
As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range.
Equal Employment Workforce and Workplace
World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World's employees and World's work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World's business.
TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Talent team.
#LI-GK1
$60k-200k yearly Auto-Apply 60d+ ago
Account Manager - Retirement (Remote)
Transamerica 4.1
Baltimore, MD jobs
Job Family
Account / Relationship Management
About Us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Who We Are
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.
We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
What We Do
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.
Summary
Provide outstanding customer service with daily retirement plan administration by responding to inquiries, researching and providing resolution to customers. Utilize excellent client service skills by partnering with Client Executives and internal partners to enhance customer relationships and satisfaction.
Responsibilities
Under minimal supervision, provide support for daily administration of retirement plans. Identify customer expectations and develop a strong working relationship.
Coordinate with manager to research issues and negotiate problem resolution.
Develop and foster proactive, positive relationships with clients, financial professionals and internal service teams to ensure client retention, growth of the client service block and profitability for stakeholders.
Provide prompt, accurate and consistent information that meets or exceeds quality metrics.
Recognize and communicate possible improvements to management.
Collaborate with internal partners to address client needs, develop and maintain action plans, and consult on products, services, and capabilities to successfully arrive at solutions for retaining clients and resolving complex client issues.
Demonstrate general knowledge of recordkeeping, outsourcing and processing capabilities.
Attend training to obtain functional retirement plan knowledge such as various plan design, plan specific requirements (life insurance, SDA's, outside assets, stock, outsourcing, etc.).
Gather data from multiple systems to interpret, trouble-shoot and resolve problems with limited management assistance.
Lead effective/strategic client meetings either face-to-face or via conference call.
Assist with mentoring new accountmanagers.
Qualifications
Bachelor's degree in a business field or equivalent education/experience
Three years of customer relationship experience, including one year of retirement or financial services industry experience
Knowledge of daily administration of retirement plans
Excellent relationship management and ability to communicate with clients in a professional manner, orally and in writing
Effective presentation, influence and negotiation skills
Ability to align behaviors and work to Transamerica's Future Fit Culture, which includes Acting as One, Accountability, Agility, and Customer Centricity
Proficiency using MS Office tools, including Excel
Preferred Qualifications
Experience managing a book of business supporting retirement plan sponsors, advisors or third-party administrator partners
Experience with retirement pooled plans
Strong time management and organization skills
Working Conditions
Remote
*Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**
Compensation:
The salary for this position generally ranges between $50,000-$65,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.
Bonus Eligibility:
This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
Disclaimer:
Beware of fake job offers!
We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:
We will never request personal information such as ID or payment for equipment upfront.
Official offers are sent via DocuSign following a verbal offer-not through text or email.
This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.
What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs
Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back
We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Transamerica's Parent Company
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
* As of December 31, 2023
$50k-65k yearly Auto-Apply 7d ago
Underwriter / Account Executive - Loss Sensitive, Construction and Large Project
Travelers Insurance Company 4.4
Annapolis, MD jobs
**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Underwriting
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$99,100.00 - $163,400.00
**Target Openings**
1
**What Is the Opportunity?**
The Account Executive (AE), Construction Loss Sensitive will partner with agents and brokers to provide coverage for new and renewal business based on customers' needs. As an AE, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to assess risk and sell our products will contribute to the profitability and success of Travelers.
**What Will You Do?**
+ Manage the profitability, growth, and retention of an assigned book of business.
+ Underwrite and skillfully negotiate customer accounts to minimize risk and maximize profitability.
+ Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities.
+ Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.
+ Identify and capture new business opportunities using consultative marketing and sales skills.
+ Develop and execute agency sales plans. Execute region/group sales plans.
+ Perform other duties as assigned.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Bachelor's degree.
+ Three to five years of relevant underwriting experience with experience in construction loss sensitive.
+ Knowledge of construction loss sensitive products, the regulatory environment, and the local insurance market.
+ Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite.
+ Communication skills with the ability to successfully negotiate with agents and brokers.
+ CPCU designation.
**What is a Must Have?**
+ Two years of underwriting, claim, operations, risk assessment, actuarial, sales, product, or finance experience.
**What Is in It for You?**
+ **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit ******************************************************** .
$99.1k-163.4k yearly 60d+ ago
Underwriter / Account Executive - Loss Sensitive, Construction and Large Project
Travelers Insurance Company 4.4
Boise, ID jobs
**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Underwriting
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$99,100.00 - $163,400.00
**Target Openings**
1
**What Is the Opportunity?**
The Account Executive (AE), Construction Loss Sensitive will partner with agents and brokers to provide coverage for new and renewal business based on customers' needs. As an AE, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to assess risk and sell our products will contribute to the profitability and success of Travelers.
**What Will You Do?**
+ Manage the profitability, growth, and retention of an assigned book of business.
+ Underwrite and skillfully negotiate customer accounts to minimize risk and maximize profitability.
+ Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities.
+ Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.
+ Identify and capture new business opportunities using consultative marketing and sales skills.
+ Develop and execute agency sales plans. Execute region/group sales plans.
+ Perform other duties as assigned.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Bachelor's degree.
+ Three to five years of relevant underwriting experience with experience in construction loss sensitive.
+ Knowledge of construction loss sensitive products, the regulatory environment, and the local insurance market.
+ Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite.
+ Communication skills with the ability to successfully negotiate with agents and brokers.
+ CPCU designation.
**What is a Must Have?**
+ Two years of underwriting, claim, operations, risk assessment, actuarial, sales, product, or finance experience.
**What Is in It for You?**
+ **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit ******************************************************** .
$99.1k-163.4k yearly 60d+ ago
Group Benefits Regional Sales Manager
Amwins 4.8
California, MD jobs
Regional SalesManager California (remote) Amwins Connect ("Connect") is conducting a candidate search looking for a Regional SalesManager for California. Connect is now one of the largest group brokerage general agencies in the US with national distribution. By combining seven of our group benefits operating companies, we have created a business with over 100+ years of experience under the Amwins' brand, Connect houses a comprehensive collection of group benefits products available for national distribution. Products include large and small group medical for fully insured and self-funded, dental, vision, lifelong-term insurance plans, specialty and captive programs, and third-party administrative services. Please visit *********************
Amwins is the largest wholesale brokerage and group insurance administrator in the US with annual placed premiums more than $44.5B. We are privately held with the employees owning the majority stake. We have over 63 operating companies across 5 divisions, over 175+ locations around the world, and 7.5k employees. Amwins has expertise across a diversified mix of property, casualty, and group benefits products, and offers value-added services to support these products, including product development, underwriting, premium and claims administration, and actuarial services. Please visit our website at ***************
Position Overview
The Regional SalesManager is a crucial member of the Amwins Connect high performing growth and revenue generating team. We are seeking a Regional SalesManager to play a key role in developing, maintaining, and growing retail broker relationships. The role requires managing, negotiating, and advising brokers with a consultative approach.
Position requires market-based knowledge to provide brokers with tailored employee benefit solutions, including fully insured and self-funded programs across all benefit lines. The duties include cultivating new broker partnerships by generating broker leads, qualifying prospects, and managing our portfolio of products and services.
Responsibilities
* Build productive, long-lasting relationships by identifying and evaluating broker needs through education, advising, and growing brokers' revenue with a consultative approach.
* Work with brokers to develop insurance solutions that will meet their clients' needs.
* Utilize various methods of communication as primary means of contacting and cultivating relationships to include in-person broker visits, presentations, in addition to phone and online communications.
* Leverage company tools and technology (Salesforce, Employee Navigator, Ease, Benefix, Formfire) to enhance broker relationships and drive sales activities.
* Create territory/account plans including opportunity development, competitive strategies, and targets.
* Identify and create new opportunities and work with sales leaders and cross functional teams to continuously increase prospect funnel.
* Understand technology solutions available in the employee benefit marketplace including Benefit Administration systems and underwriting tools.
* Track and communicate market trends to/from the field including competitor data and develop effective counter strategies.
* Work in a team environment that includes best-in-class back-office support and work to meet annual sales goals and company objectives.
* Represent Amwins Connect by attending meetings, events, and training to maintain a competitive advantage.
* Consult with brokers and carriers to provide underwriting information to the carrier.
* Develop deep relations with Amwins Connect carrier partners.
Qualifications
* Proven sales experience with group medical or ancillary insurance experience.
* Track record of over-achieving goals.
* Solutions-oriented mind-set.
* Experience working with Salesforce.com or similar CRM, with strong knowledge of various sales techniques and pipeline management.
* Current Life & Health insurance license.
* Proficient in MS Office software, especially MS Outlook and Excel.
* Effective communication, negotiation, and interpersonal skills.
* Self-motivated and achievement driven.
* Exemplary time management skills.
* Firm grasp on ACA and local insurance markets.
* Ability to travel for internal conferences and/or training.
Core Competencies
* Expertise: Develops job knowledge and expertise through continual professional development. Uses technology and reporting to drive sales objectives.
* Brand Ambassador: Represents the Amwins Connect brand during all customer and prospect interactions.
* Educator: Educates customers on the product, service and solution strategy that will benefit them financially and professionally.
* Strategic Focus: Monitors industry competitors, new products, and market conditions.
* Team oriented/strong interpersonal skills. Comfortable working with dynamic and diverse customers, and able to handle personalities and situations with a positive can-do attitude.
Equal Opportunity Policy: The acceptance of the requested information for consideration and referral of candidates will be without regard to a candidate's race, creed, color, age, gender, marital status, veteran status, national origin, sexual orientation/identification/expression, disability status, or weight and will be based solely on the candidate's qualifications for the position. We are an equal opportunity employer.
Pursuant to California regulation, the compensation range for this position is as stated and includes eligibility for performance-based bonuses.
California Pay Range
$100,000-$115,000 USD
$100k-115k yearly 4d ago
Sr Manager, Account Management
Aegon 4.4
Baltimore, MD jobs
Job Family Account / Relationship Management About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Who We Are
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.
We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
What We Do
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.
Summary
Manages a team of TAG AccountManagers and Account Specialists providing service to retirement plan sponsors, advisors and TPAs in the mid-market. May oversee AccountManagement supervisors.
Responsibilities
* Leading a team of Supervisors that lead AccountManagers within TAG retirement operations
* Set the service strategy and establish service standards.
* Resolve escalated issues and create processes to drive customer satisfaction.
* Approve P&L and reversals
* Direct team activities to complete assigned functions.
* Establish team goals, objectives and priorities in alignment with department goals.
* Build proactive relationships with internal and external customers.
* Partner with other teams to resolve escalated issues, client complaints and processing errors.
* Serve as a subject matter expert assigned functions, internal recordkeeping, and workflow systems.
* Develop and implement process efficiencies and improvements.
* Evaluate team performance and make compensation recommendations.
* Participate in sales and retention meetings as needed.
* Actively recruit, train, coach and mentor employees.
Qualifications
* Bachelor's degree in business or related field, or equivalent work experience.
* Ten years of retirement industry experience.
* Five years of management experience.
* Leadership skills to manage complex relationships.
* Critical thinking and decision-making skills to manage multiple projects.
* Communication skills to interact with all levels of the organization.
* Ability to grasp technical concepts and explain to internal and external customers.
* Adaptable to change and able to lead others through change processes.
Preferred Qualifications
* ASPPA certifications
* Experience leading client facing teams
* Experience with Transamerica record keeping process and/or knowledge of TAG systems and procedures
Working Conditions
* Hybrid
* Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.
Compensation:
The salary for this position generally ranges between $86,000-$100,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.
Bonus Eligibility:
This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.
What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
* Competitive Pay
* Bonus for Eligible Employees
Benefits Package
* Pension Plan
* 401k Match
* Employee Stock Purchase Plan
* Tuition Reimbursement
* Disability Insurance
* Medical Insurance
* Dental Insurance
* Vision Insurance
* Employee Discounts
* Career Training & Development Opportunities
Health and Work/Life Balance Benefits
* Paid Time Off starting at 160 hours annually for employees in their first year of service.
* Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
* Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
* Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
* Adoption Assistance
* Employee Assistance Program
* College Coach Program
* Back-Up Care Program
* PTO for Volunteer Hours
* Employee Matching Gifts Program
* Employee Resource Groups
* Inclusion and Diversity Programs
* Employee Recognition Program
* Referral Bonus Programs
Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back
We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Transamerica's Parent Company
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
* As of December 31, 2023
$86k-100k yearly Auto-Apply 49d ago
Associate Account Manager, Business Insurance Select
Marsh McLennan 4.9
Huntingtown, MD jobs
Company:Marsh McLennan AgencyDescription:
Marsh McLennan Agency
Associate AccountManager, Business Insurance Select
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as an Associate AccountManager at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).
A day in the life.
As our Associate AccountManager on the Business Insurance Select team, you will provide support to the team by meeting the service needs of our clients. Prompt replies and attention to detail are essential skills necessary in preparing endorsements, certificates, audits, applications, etc.
Our future colleague.
We'd love to meet you if your professional track record includes these skills:
High school diploma
3 years insurance experience
Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future
These additional qualifications are a plus, but not required to apply:
Associates or Bachelors degree preferred
Property & Casualty license (or ability to obtain within 90 days).
Insurance designations (i.e. INS, AAI, CISR) and/or demonstrated equivalent knowledge of Business Insurance coverages
Experience working with EPIC
We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfilment through meaningful work.
Some benefits included in this role are:
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Charitable contribution match programs
Stock purchase opportunities
To learn more about a career at MMA, check us out our website or flip through recruiting brochure.
Follow us on social media to meet our colleagues and see what makes us tick:
Instagram
Facebook
X
LinkedIn
Who
you
are is who
we
are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#MMAMID
#MMABI
#LI-Onsite
The applicable base salary range for this role is $40,200 to $74,900.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
$40.2k-74.9k yearly Auto-Apply 60d+ ago
Employee Benefits Account Executive
Avery W Hall Insurance Agency 4.0
Easton, MD jobs
Description:
EB Account Executive
Job Classification: Exempt; Full-Time Position
Responsible to: SVP of Employee Benefits Department
The Account Executive position is sales-oriented, requires advanced communication skills, and a thorough knowledge of insurance products available through the agency. The Account Executive is responsible for pursuing and closing sales of new and existing employee benefit accounts and retaining an assigned book of business. The Account Executive performs the essential functions of the position noted below, while meeting the quality and service standards developed by the agency. This position REQUIRES prospecting.
Supervisory Responsibilities:
Not Applicable.
Essential Functions:
Responsible for the identification and prospecting of potential new policyholders.
Consultatively sell a wide array of insurance solutions and risk services to new and assigned customers with a support team of skilled professionals to assist.
Implement a growth strategy involving both new business and net book growth.
Meet aggressive new business revenue goals by developing one or two niches within the market.
Manage assigned book of business and client needs.
Improve client value proposition by utilizing Client Services and building Proactive Timelines for high-ranking clients.
Continuously develop and apply product knowledge, market changes, and underwriting skills to provide recommendations and suggestions regarding a client's insurance program.
Engage with clients (in person, via telephone, or email) to discuss service needs, billing, and coverage questions.
Provide in-person support and printed materials for employee communications.
Knowledge, Skills & Abilities:
Ability to communicate orally and in writing, to explain insurance issues, to receive and interpret complex information, and respond appropriately.
Ability to understand written and oral communication and interpret abstract information.
Excellent interpersonal and customer service skills.
Capable of following all Privacy rules when dealing with client employee information
Confident, self-starter who works well independently.
Excellent organizational skills, attention to detail, and time management skills with a proven ability to meet deadlines and multitask.
Proficient with Microsoft Office Suite or related software.
Ability to learn and document conversations and emails in our corporate database in a timely manner.
Education and Experience:
Bachelor's degree or equivalent education and experience.
Sales experience and acumen, to include researching, prospecting, qualifying, and finding the best solutions to client needs.
A minimum of two (2) years of proven sales success is required.
An active Life & Health insurance license is preferred.
Physical Requirements:
The physical demands described here are representative of those that an employee must meet to successfully perform the essential functions of this job.
Work is normally performed in a typical interior/office work environment. The employee is frequently required to remain stationary, often standing or sitting for prolonged periods.
While performing the duties of this job, the employee is regularly required to communicate, listen, and observe. The employee must be able to communicate clearly with others.
This position frequently communicates with clients inquiring about coverage and pricing. The employee must be able to exchange accurate information in these situations.
Regularly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. This includes repeating motions involving wrists, hands, and/or fingers.
The position may require the employee to ascend and/or descend ladders, stairs, ramps, and similar devices.
High stress, fast-paced environment with a high volume of work to be completed daily.
Limited physical effort required or exposure to physical risk. However, one must be able to lift 15 pounds at times.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Blue Ridge Risk Partners is an Equal Employment Opportunity and Affirmative Action Employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical condition), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Requirements:
$63k-103k yearly est. 10d ago
Employee Benefits Account Executive
Avery W Hall Insurance Agency 4.0
Easton, MD jobs
Full-time Description
EB Account Executive
Job Classification: Exempt; Full-Time Position
Responsible to: SVP of Employee Benefits Department
The Account Executive position is sales-oriented, requires advanced communication skills, and a thorough knowledge of insurance products available through the agency. The Account Executive is responsible for pursuing and closing sales of new and existing employee benefit accounts and retaining an assigned book of business. The Account Executive performs the essential functions of the position noted below, while meeting the quality and service standards developed by the agency. This position REQUIRES prospecting.
Supervisory Responsibilities:
Not Applicable.
Essential Functions:
Responsible for the identification and prospecting of potential new policyholders.
Consultatively sell a wide array of insurance solutions and risk services to new and assigned customers with a support team of skilled professionals to assist.
Implement a growth strategy involving both new business and net book growth.
Meet aggressive new business revenue goals by developing one or two niches within the market.
Manage assigned book of business and client needs.
Improve client value proposition by utilizing Client Services and building Proactive Timelines for high-ranking clients.
Continuously develop and apply product knowledge, market changes, and underwriting skills to provide recommendations and suggestions regarding a client's insurance program.
Engage with clients (in person, via telephone, or email) to discuss service needs, billing, and coverage questions.
Provide in-person support and printed materials for employee communications.
Knowledge, Skills & Abilities:
Ability to communicate orally and in writing, to explain insurance issues, to receive and interpret complex information, and respond appropriately.
Ability to understand written and oral communication and interpret abstract information.
Excellent interpersonal and customer service skills.
Capable of following all Privacy rules when dealing with client employee information
Confident, self-starter who works well independently.
Excellent organizational skills, attention to detail, and time management skills with a proven ability to meet deadlines and multitask.
Proficient with Microsoft Office Suite or related software.
Ability to learn and document conversations and emails in our corporate database in a timely manner.
Education and Experience:
Bachelor's degree or equivalent education and experience.
Sales experience and acumen, to include researching, prospecting, qualifying, and finding the best solutions to client needs.
A minimum of two (2) years of proven sales success is required.
An active Life & Health insurance license is preferred.
Physical Requirements:
The physical demands described here are representative of those that an employee must meet to successfully perform the essential functions of this job.
Work is normally performed in a typical interior/office work environment. The employee is frequently required to remain stationary, often standing or sitting for prolonged periods.
While performing the duties of this job, the employee is regularly required to communicate, listen, and observe. The employee must be able to communicate clearly with others.
This position frequently communicates with clients inquiring about coverage and pricing. The employee must be able to exchange accurate information in these situations.
Regularly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. This includes repeating motions involving wrists, hands, and/or fingers.
The position may require the employee to ascend and/or descend ladders, stairs, ramps, and similar devices.
High stress, fast-paced environment with a high volume of work to be completed daily.
Limited physical effort required or exposure to physical risk. However, one must be able to lift 15 pounds at times.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Blue Ridge Risk Partners is an Equal Employment Opportunity and Affirmative Action Employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical condition), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Salary Description 55,000-100,000 annual
$63k-103k yearly est. 60d+ ago
Int Account Manager-Retirement
Aegon 4.4
Baltimore, MD jobs
Job Family Account / Relationship Management About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Who We Are
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.
We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
What We Do
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.
Summary
Provide outstanding customer service with daily retirement plan administration by responding to inquiries, researching and providing resolution to customers. Utilize excellent client service skills by partnering with Client Executives and internal partners to enhance customer relationships and satisfaction.
Job Description
Responsibilities
* Under minimal supervision, provide support for daily administration of retirement plans. Identify customer expectations and develop a strong working relationship.
* Coordinate with manager to research issues and negotiate problem resolution.
* Develop and foster proactive, positive relationships with clients, financial professionals and internal service teams to ensure client retention, growth of the client service block and profitability for stakeholders.
* Provide prompt, accurate and consistent information that meets or exceeds quality metrics.
* Recognize and communicate possible improvements to management.
* Collaborate with internal partners to address client needs, develop and maintain action plans, and consult on products, services, and capabilities to successfully arrive at solutions for retaining clients and resolving complex client issues.
* Demonstrate general knowledge of recordkeeping, outsourcing and processing capabilities.
* Attend training to obtain functional retirement plan knowledge such as various plan design, plan specific requirements (life insurance, SDA's, outside assets, stock, outsourcing, etc.).
* Gather data from multiple systems to interpret, trouble-shoot and resolve problems with limited management assistance.
* Lead effective/strategic client meetings either face-to-face or via conference call.
* Assist with mentoring new accountmanagers.
Qualifications
* Bachelor's degree in a business field or equivalent education/experience
* Three years of customer relationship experience, including one year of retirement or financial services industry experience
* Knowledge of daily administration of retirement plans
* Excellent relationship management and ability to communicate with clients in a professional manner, orally and in writing
* Effective presentation, influence and negotiation skills
* Ability to align behaviors and work to Transamerica's Future Fit Culture, which includes Acting as One, Accountability, Agility, and Customer Centricity
* Proficiency using MS Office tools, including Excel
Preferred Qualifications
* ASPPA designations (e.g. RPF, QKA) and/or related certifications
* Knowledge of internal systems (P3, Workplace Platform, AQT, etc.)
* Knowledge of Salesforce
Working Conditions
* Office environment
* May travel (up to 10%) for client meetings and sales presentation finals
Compensation
The salary for this position generally ranges between $50,000 - $58,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.
.
What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
* Competitive Pay
* Bonus for Eligible Employees
Benefits Package
* Pension Plan
* 401k Match
* Employee Stock Purchase Plan
* Tuition Reimbursement
* Disability Insurance
* Medical Insurance
* Dental Insurance
* Vision Insurance
* Employee Discounts
* Career Training & Development Opportunities
Health and Work/Life Balance Benefits
* Paid Time Off starting at 160 hours annually for employees in their first year of service.
* Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
* Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
* Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
* Adoption Assistance
* Employee Assistance Program
* College Coach Program
* Back-Up Care Program
* PTO for Volunteer Hours
* Employee Matching Gifts Program
* Employee Resource Groups
* Inclusion and Diversity Programs
* Employee Recognition Program
* Referral Bonus Programs
Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back
We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Transamerica's Parent Company
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
* As of December 31, 2023