Sales Account Manager jobs at Colonial Life

**Resp & Qualifications** **CANDIDATES MUST LIVE IN THE MD, DC, NORTHERN VA AREA IN ORDER TO TRAVEL INTO THE OFFICES AND FOR CLIENT MEETINGS.** **PURPOSE:** This position is accountable for increasing enrollment, converting to, and retaining Individual ACA business. Responsible for managing strategies that support all distribution channels to build market share in the CareFirst operating area for Individual ACA plans. The incumbent serves as a subject matter expert between CareFirst and principal contracted brokers and General Agencies for marketing, sales, regulatory guidance and enrollment related to products targeting the Consumer Government Programs ACA Individual market. **ESSENTIAL FUNCTIONS:** + Establishes, develops and maintains business relationships with current and prospective brokers in the Individual ACA market segment to generate new business and retain current business, ensuring market growth goals are achieved. + Identifies broker training needs including products, eligibility, and enrollment processes and coordinates with Training division to develop training documentation to be used. Responsible for instructing brokers, General Agencies and their staff on the use of resources provided by CareFirst to assist the brokers and General Agencies with managing their business. + Support planning and engagement in outreach initiatives and public-facing events that promote awareness, drive community engagement, and organizational goals. + Keeps management informed by submitting activity and results reports, such as daily call reports, weekly work plans, and monthly report cards. + Serves as product expert and maintains an in-depth knowledge of ACA products, rules and guidelines. **SUPERVISORY RESPONSIBILITY:** Position does not have direct reports but is expected to assist in guiding and mentoring less experienced staff. May lead a team of matrixed resources. **QUALIFICATIONS:** **Education Level:** Bachelor's Degree in Business, Marketing or related field OR in lieu of a Bachelor's degree, an additional 4 years of relevant work experience is required in addition to the required work experience. **Experience:** 3 years sales experience. **Licenses/Certifications:** + Current health and life license for the jurisdictions of Maryland, DC, and Virginia Upon Hire Required. + Annual Medicare Advantage certification testing and CareFirst required Medicare Advantage product testing Required. **Preferred Qualifications:** + 3 years sales experience in Consumer sales with an emphasis in the ACA market. **Knowledge, Skills and Abilities (KSAs)** + Presentation negotiation and influencing skills, and the ability to interface with all levels of prospects and internal associates. + Understanding of broker/administrator system. + Sales motivation, compensation, knowledge of current issues in the health insurance industry. + Generating sales leads and developing external relationships to increase market value for the segment. + Significant travel, and ability to work some evenings and weekends. + Must be able to effectively work in a fast-paced environment with frequently changing priorities, deadlines, and workloads that can be variable for long periods of time. + Must be able to meet established deadlines and handle multiple customer service demands from internal and external customers, within set expectations for service excellence. + Must be able to effectively communicate and provide positive customer service to every internal and external customer, including customers who may be demanding or otherwise challenging. **Travel Requirements:** Significant travel required, including travel out of state. Must have a valid driver's license and transportation to travel throughout service area. Salary Range: $53,600 - $87,100 **Salary Range Disclaimer** The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the work is being performed. This compensation range is specific and considers factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, internal peer equity, and market and business consideration. It is not typical for an individual to be hired at the top of the range, as compensation decisions depend on each case's facts and circumstances, including but not limited to experience, internal equity, and location. In addition to your compensation, CareFirst offers a comprehensive benefits package, various incentive programs/plans, and 401k contribution programs/plans (all benefits/incentives are subject to eligibility requirements). **Department** Medicare Sales **Equal Employment Opportunity** CareFirst BlueCross BlueShield is an Equal Opportunity (EEO) employer. It is the policy of the Company to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information. **Where To Apply** Please visit our website to apply: ************************* **Federal Disc/Physical Demand** Note: The incumbent is required to immediately disclose any debarment, exclusion, or other event that makes him/her ineligible to perform work directly or indirectly on Federal health care programs. **PHYSICAL DEMANDS:** The associate is primarily seated while performing the duties of the position. Occasional walking or standing is required. The hands are regularly used to write, type, key and handle or feel small controls and objects. The associate must frequently talk and hear. Weights up to 25 pounds are occasionally lifted. **Sponsorship in US** Must be eligible to work in the U.S. without Sponsorship. \#LI-KL1 REQNUMBER: 21366

Remote Territory Sales Executive Organization Description The Gilbert Agency is a premier Marketing Organization serving clients and businesses in the financial services market Designed from the ground up by industry veterans The Gilbert Agency provides a proven client integration system digital application processes and innovative technology to become a leader in the segment With the driving force of progressive and proprietary technology a competitive portfolio of services and state of the art training The Gilbert Agency has created a company that has become recognized as the innovative leader and preferred provider for its clients and field force Job Details Were looking for a highly motivated self starter to fill this open position The ideal candidate will have a strong customer service background and a passion for helping people with innovative solutions A successful candidate is able to communicate effectively and build rapport easily with customers and will utilize their experience with customer service and sales with us here For those who have proven leadership experience we may find mutual benefit to discuss elevated leadership promotions Responsibilities Acting as a point of contact between clients and the company Negotiating terms of sales and agreements and closing sales with customers Gathering market and customer information to figure out the client needs Responding to client inquiries and resolving their objections to get them to make a purchase Advising product development on improvements and discussing special promotions Creating proposal documents as part of the sale Providing clients with detailed and accurate quotations and cost calculations Preferred Skills and Qualifications Excellent verbal and communications kills Good listening skills and attention to details High level of resilience and the ability to handle objections Excellent interpersonal skills and the ability to flourish in a competitive industryA great sense of self motivation ambition and determination Ability to achieve desired results both individually and as part of a team Preferred previous sales andor customer service experience Good self management skills and ability to prioritize tasks effectively The Gilbert Agency Remote Territory Sales Executive No agents success earnings or production results should be viewed as typical average or expected Not all agents achieve the same or similar results and no particular results are guaranteed Your level of success will be determined by several factors including the amount of work you put in your ability to successfully follow and implement our training and sales system and engage with our lead system and the insurance needs of the customers in the geographic areas in which you choose to work

Key Responsibilities: * Working with their Regional Surety Manager, executing on the established strategic business plan in order to maintain and expand Allianz Trade's Surety business in the United States. * Developing and underwriting a profitable portfolio of Surety business through active engagement in the Surety marketplace with existing and new broker relationships in the local market. * Documenting of all decisions and recommendations in a consistent and transparent manner. * Conducting account and portfolio underwriting activities in a manner consistent with underwriting guidelines and portfolio management requirements established by Allianz Trade * Collaborating with colleagues across the Americas and internationally in order to fully leverage surety capabilities and existing customer base. * Attending industry groups and local surety events, as requested by the Regional Manager Key Experience: * Proven ability to underwrite and grow a Surety portfolio. * Strong relationships with local brokers. * Recognized expertise in the underwriting of surety accounts and risks. * Proven track record of successful underwriting results Key Requirements: * At least 7 years industry experience. * Demonstrated knowledge and expertise in surety in the U.S. in your local market. * Entrepreneurial skill set to establish and achieve goals and objectives. * Established track record developing business with brokers. * 4-year college degree with emphasis in business, economics, or finance. * Looking for candidates that possess a basic awareness of Artifical Intelligence technologies and are enthusiastic about learning and intergrating AI into everyday business processes such as: (Generative) Artificial Intelligence or GenAI or AI, Data Analysis, Microsoft Copilot and/or ChatGPT #LI-BG1 #LI-REMOTE Only meet some of the criteria? Please apply anyway - we want to hear from you! Compensation range: $150,000-$175,000 Placement within the range provided above is based on the individual's relevant experience, skills for the role, and location. Salary ranges are only one component of our total compensation package. Benefits: We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you. Featured employee benefits to enrich your life: * Competitive compensation * Annual bonus eligibility and/or commission structure opportunities * 401(k) discretionary match of up to 6% * Flexible work schedules * Health and wellness benefits * Paid time off for vacation, illness, Birthday Day Off and Volunteer Day Off * Tuition Reimbursement * Family care resources, including fertility and adoption benefits Learn more about our benefits here: ************************************** Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. Commitment to Diversity, Equity, and Inclusion We at Allianz believe in a diverse and inclusive workforce and are proud to be an equal opportunity employer. We encourage you to bring your whole self to work, no matter where you are from, what you look like, who you love or what you believe in. We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, disability or sexual orientation. Great to have you on board. Let's care for tomorrow. Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us. Note: Diversity of minds is an integral part of Allianz' company culture. One means to achieve diverse teams is a regular rotation of Allianz Executive employees across functions, Allianz entities and geographies. Therefore, the company encourages its employees to have motivation in gaining varied skills from different positions and to collect experiences from across Allianz Group. #LI-BG1 #LI-REMOTE

Our work matters. We help people get the medicine they need to feel better and live well. We do not lose sight of that. It fuels our passion and drives every decision we make. **Job Posting Title** North Carolina Medicaid Account Manager - Remote Raleigh, NC **Job Description** The Senior Account Manager is responsible for providing complex level support for the North Carolina Medicaid business by driving communications, client-facing initiatives, and product and program recommendations. This position leads client initiatives both cross-functionally and with clients. **Responsibilities** + Work directly with Medicaid Client and Account Leadership team to resolve issues and ensure member satisfaction; coordinate with operational units to put processes in place that will prevent repeat issues in the future; drive the identification and implementation of complex process improvements with internal partners to ensure scale and efficiency and result in better client outcomes + Collaborate with account leadership to build business cases, and at times, lead client-facing initiatives; provide input into, and client management support for initiatives such as implementations, setting performance standards, and creating cost justifications + Partner with Account and/or Prime leadership to understand the purpose and intent of incoming reporting requests and evaluate what relevant information exists, how it can be accessed, and determine the most appropriate ways to present the information to the requestor in a consumable fashion; conduct independent review and analysis to ensure the information is understood and can be leveraged to influence decision making with the client, or Prime leadership + Work directly with account management to optimize the pharmacy spend through adoption and expanded use of Prime products and services + Facilitate regular meetings with client in the assigned book of business to build relationships and promote other product opportunities to increase market penetration and awareness; assist with any necessary follow up with stakeholders or clients + Support client audits and assist with the development of client presentations and the facilitation of client visits and health fairs + Document interactions with assigned accounts and input into the Salesforce CRM tool, including but not limited to meeting agendas and notes, identified dependencies or risks, key decision points and outcomes, and any next steps, agreed actions and responsibly parties; ensure the appropriate data is captured within Salesforce in order for the tool to be leveraged as a source of truth for the overall client relationship (client interactions, products pitched and deployed, decision records, etc) + Support client retention through: proactive and thorough issue resolution, ensuring an intimate understanding of client's challenges, priorities and adopted products and services, and helping Prime identify and implement changes that result in mutual value in the relationship + Serve as mentor and primary trainer for the broader Account Management team; document and maintain Standard Operating Procedures (SOP) for client specific initiatives and ensure awareness and adoption of process changes + Other duties as assigned **Minimum Qualifications** + Bachelor's Degree in business or related field, or equivalent combination of education and/or work experience; HS diploma or GED is required + 5 years of Client Service/Account Management experience Must be eligible to work in the United States without the need for work visa or residency sponsorship **Additional Qualifications** + Must reside in Raleigh, NC or be able to commute locally on a daily basis if needed. + Must have at least 10 years o experience managing large government accounts and contracts. + Significant experience with stakeholder engagement and focused on customer experience. + Demonstrated ability to develop effective selling messages, presentations, and proposals that drive sales + Strong interpersonal skills, with the ability to effectively facilitate meetings, resolve conflict, build consensus, establish rapport, collaborate, and influence effectively across departments, internally and externally, and at all levels within an organization + Ability to balance and prioritize compliance, business and other competing goals and risks, while still driving programs and initiatives to completion + Organization and prioritization skills, strong attention to detail, and the ability to simultaneously lead multiple, complex projects and strategies, under pressure and strict timeframes + Ability to manage complex information to develop well-reasoned solutions that solve client's problems + Ability to work effectively in a matrixed team environment **Preferred Qualifications** + Master's or Advanced degree + Experience in leadership and/or project management + Healthcare or PBM industry experience + Prior pharmacy technician experience and/or CPhT certification Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their job, and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures Every employee must be able to perform the essential functions of the job and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions, absent undue hardship. In addition, Prime retains the right to change or assign other duties to this job. Potential pay for this position ranges from $81,000.00 - $138,000.00 based on experience and skills. To review our Benefits, Incentives and Additional Compensation, visit our Benefits Page (******************************************* and click on the "Benefits at a glance" button for more detail. _Prime Therapeutics LLC is proud to be an equal opportunity and affirmative action employer. We encourage diverse candidates to apply, and all qualified applicants will receive consideration for employment without regard to_ _race, color, religion, gender, sex (including pregnancy), national origin, disability, age, veteran status, or any other legally protected class under federal, state, or local law._ _ _ _We welcome people of different backgrounds, experiences, abilities, and perspectives including qualified applicants with arrest and conviction records and any qualified applicants requiring reasonable accommodations in accordance with the law._ _Prime Therapeutics LLC is a Tobacco-Free Workplace employer._ Positions will be posted for a minimum of five consecutive workdays. At Prime Therapeutics (Prime), we are a different kind of PBM. We're reimagining pharmacy solutions to provide the care we would want for our loved ones. That purpose energizes our team and creates limitless opportunities to make a difference. We know that people make all the difference. If you're ready for a purpose-driven career and are passionate about simplifying health care, let's build the future of pharmacy together. Prime Therapeutics LLC is proud to be an equal opportunity and affirmative action employer. We encourage diverse candidates to apply, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sex (including pregnancy), national origin, disability, age, veteran status, or any other legally protected class under federal, state, or local law. We welcome people of different backgrounds, experiences, abilities, and perspectives including qualified applicants with arrest and conviction records and any qualified applicants requiring reasonable accommodations in accordance with the law. Prime Therapeutics LLC is a Tobacco-Free Workplace employer. If you are an applicant with a disability and need a reasonable accommodation for any part of the employment process, please contact Human Resources at ************** or email *****************************.

Established agency seeking an outgoing, personable individual to provide timely quotes, recognize cross selling opportunities and provide exceptional customer service. Qualifications: Previous experience working with personal lines coverage in a brokerage/agency setting. Experience maintaining client relationships. Negotiate with carrier underwriters on behalf of clients for best rates. Ability to handle new and renewal submission. Prior experience quoting binding and issuing policies. Experience working with multiple carriers and rating systems. Overall account management. Requirements: Proven customer service and sales skills. Excellent organizational skills. Ability to self-direct the completion of job duties. Must hold Property & Casualty License. #LI-DW2

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.

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.

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 account management 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.

Job DescriptionDescription: Reporting to the Regional Sales Manager, the Territory Sales Manager is responsible for building relationships, managing their own database, cultivating new opportunities and closing new business. You'll achieve success through field prospecting, soliciting customer referrals and networking at healthcare associations and tradeshows. Essential Functions: Meet or exceed sales goals as assigned. Develop daily/weekly call plans to address prospective targets in person and by phone. Establish prospect pipeline and develop strategy to match customer needs with Nixon's service offering. Identify key decision makers and cultivate relationships that enable consensus-based solution that result in new customer acquisition. Update Salesforce.com with current information and recent activity. Network with key decision makers at association meetings and company sponsored trade shows. Finalize customer set-up and submit new account paperwork. Introduce cross functional partners and ensure seamless service installation. Leverage existing relationships for new business. Requirements: Required Skills & Abilities: Ability to effectively communicate (verbal and written) with excellent listening skills. Highly organized and self-motivated. Demonstrated ability to exceed sales goals/quotas. Business-to-Business Sales experience. Experience with Salesforce.com. Physical Requirements: Safely operate your vehicle and adhere to all laws and the rules of the road. Mobility is necessary in order to perform the sales function. Manual dexterity needed to operate a lap top or tablet. Ability to work the required hours to complete all position-related tasks or assignments. Occasional lifting of up to 25 pounds may be required. Frequent travel is required, often up to several hours of driving per day within a defined geographic sales territory. Exposure to variable weather conditions is likely. Required Credentials: Bachelor's Degree A minimum of 1-5 years' work experience Disclaimer: This description does not state or imply that the duties listed above are the only duties to be performed by the Associate. Associates are required to follow job-related instructions and perform other job-related activities requested by their supervisor. All requirements are subject to possible modifications in order to provide a reasonable accommodation to individuals with physical or mental disabilities as defined in the Americans with Disabilities Act. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other Associates. Nixon Medical is an equal opportunity employer.

Requirements Required Skills & Abilities: Ability to effectively communicate (verbal and written) with excellent listening skills. Highly organized and self-motivated. Demonstrated ability to exceed sales goals/quotas. Business-to-Business Sales experience. Experience with Salesforce.com. Physical Requirements: Safely operate your vehicle and adhere to all laws and the rules of the road. Mobility is necessary in order to perform the sales function. Manual dexterity needed to operate a lap top or tablet. Ability to work the required hours to complete all position-related tasks or assignments. Occasional lifting of up to 25 pounds may be required. Frequent travel is required, often up to several hours of driving per day within a defined geographic sales territory. Exposure to variable weather conditions is likely. Required Credentials: Bachelor's Degree A minimum of 1-5 years' work experience Disclaimer: This description does not state or imply that the duties listed above are the only duties to be performed by the Associate. Associates are required to follow job-related instructions and perform other job-related activities requested by their supervisor. All requirements are subject to possible modifications in order to provide a reasonable accommodation to individuals with physical or mental disabilities as defined in the Americans with Disabilities Act. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other Associates. Nixon Medical is an equal opportunity employer.

We are looking for a Senior Account Manager to lead the Core Business Team in our Health and Employee Benefits (HEB) Division. This role manages a client block while overseeing the full benefits lifecycle-census review, marketing and renewals, rate negotiations, Open Enrollment materials and presentations, compliance reminders, and ongoing client communication. The position also serves as our internal small-group market subject matter expert and partners closely with Advisors, Client Service representatives, carriers, third-party administrators, payroll vendors, and the HEB Director on team performance and client milestones. Key Requirements 5+ years Health & Welfare account management experience in the small group (under 50) market in MD/DC/VA 2+ years experience supervising others Bachelor's degree (or equivalent experience) Active Life & Health License (or ability to obtain within 90 days) Strong knowledge of core benefits (medical, dental, vision, life/AD&D, disability) and marketing/vendor processes Excellent communication, time-management, and organizational skills Proficiency in Microsoft Office and Adobe Acrobat More details included in job description.

**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 ******************************************************** .

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 Account Managers and Account Specialists providing service to retirement plan sponsors, advisors and TPAs in the mid-market. May oversee Account Management supervisors. Responsibilities * Leading a team of Supervisors that lead Account Managers 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

Company:Marsh McLennan AgencyDescription: Marsh McLennan Agency Associate Account Manager, Business Insurance Select Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as an Associate Account Manager at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Associate Account Manager 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.

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:

Personal Lines Insurance Account Manager Established agency seeking to add a personal lines account manager to their team. Responsibilities include: Handling standard personal lines accounts Client presentations and ability to resolve client concerns and issues Review and recommend coverages for clients with a focus on satisfaction, retention and rounding existing accounts Liaison between clients and carriers Ability to cross sell and help walk-in/phone- sales questions Ability to handle all types of personal insurance Order and process renewal & change requests Advise of coverage recommendations and assist clients with Insurance claims Assist in retaining accounts: follow up on cancelations & Broker of Record Letters Cross sell & round out accounts Requirements: Must have an active P&C license Must have working knowledge of agency management software, specifically Applied EPIC Must have excellent presentation and communication skills Ability to multi-task and work in fast paced Insurance environment Ability to work within a team environment Ability to self-direct the completion of insurance related job duties #LI-DW2

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 relationship management for day-to-day administration of complex voluntary insurance benefit plans on behalf of agents and clients. Perform research, resolve issues, and communicate solutions/alternatives that best serve the customer. Responsibilities * Develop and maintain close relationships with clients, agents and internal partners to deliver superior customer service and improve client retention. * Research a broad range of inquiries/issues and determine potential solutions/alternatives; negotiate problem resolution. Gather data from multiple systems to interpret, troubleshoot and resolve issues. Handle more complex service issues, general administrative processes and/or key partnerships. * Follow-up with business groups and service vendors to ensure service levels are met. * Initiate and lead calls with agents, clients and enrollment vendors to review account details, discuss plan offerings and resolve complex service level issues. * Identify and promote additional service opportunities to aid in the retention of inforce voluntary plans. * Address client needs, develop action plans and consult on products, services and capabilities that add value for the client. * Provide education to agents, employers, internal wholesalers, and regional vice presidents on product administration, systems, and portals. Make suggestions to use the system to its' fullest advantage. * Participate as needed in cross functional initiatives as a department subject matter expert. * Review billing discrepancy, new business, and reenrollment reports to resolve complex employee and client level issues. * Produce and provide marketing materials for clients and agents; work directly with Marketing team as needed. * Keep current on products and systems to educate agents and clients. Qualifications * Bachelor's degree in a business field or equivalent combination of education/experience * Two years of insurance or client relationship experience * Customer service, relationship management or research related experience in a corporate environment * Excellent written and oral communication skills to address client needs and provide education * Excellent attention to detail and organizational skills * Technical aptitude to quickly learn software applications * Ability to work independently and leverage resources to complete assignments * Advanced proficiency using Microsoft Office products (e.g., Word, Excel, PowerPoint) Preferred Qualifications * Knowledge of voluntary insurance benefits * Experience with CRM systems (e.g., Salesforce) Working Conditions * This is a hybrid position requiring three days (Tuesday-Thursday) in office per week in one of our hub locations (Cedar Rapids, Baltimore, Philadelphia, or Denver). * Relocation assistance will not be provided for this position Compensation The salary for this position generally ranges between $62,000 - $75,000 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 of 10% based on the Company Bonus Plan/Individual Performance and is at the Company's discretion. 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

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 account managers. 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

Alera Group is looking for a Senior Account Manager. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team - joining us may be the perfect fit for you! Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business. We are passionate about our clients' success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service. RESPONSIBILITIES * Drive annual renewal strategy-leading marketing, negotiations, proposals, and advising on plan design, cost containment, compliance, and industry trends * Manage a dedicated book of business, ensuring timely handling of renewals, light service needs, and coordinated delivery through internal team partnerships * Represent the firm in client meetings, open enrollments, and strategic planning sessions while maintaining current knowledge of benefits regulations, carrier products, and market changes QUALIFICATIONS * Minimum of 5 years of related experience * Maryland Life & Health License ADDITIONAL INFORMATION This job requires presence in the office on a hybrid schedule as agreed with the manager. Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more. Salary range is $80K to 85K per year. We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class. Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process. #LI-AM1 #LI-Hybrid Location Type Hybrid