Account Manager jobs at EPIC Insurance Brokers & Consultants - 1373 jobs

A premier marketing organization in San Francisco seeks a motivated Remote Territory Sales Executive. This role involves negotiating sales, responding to client inquiries, and providing accurate quotations. Ideal candidates should possess strong customer service skills, experience in sales, and the ability to communicate effectively. Join a dynamic team and thrive in a competitive industry with opportunities for leadership. #J-18808-Ljbffr

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. We're 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 industry A great sense of self‑motivation, ambition, and determination Ability to achieve desired results both individually and as part of a team Preferred previous sales and/or customer service experience Good self‑management skills and ability to prioritize tasks effectively The Gilbert Agency | Remote Territory Sales Executive No agent's 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. #J-18808-Ljbffr

A leading insurance brokerage in San Francisco is seeking an experienced Account Executive in the Employee Benefits space. The role involves managing client relationships, delivering strategic benefit solutions, and collaborating with colleagues to exceed client expectations. Ideal candidates have a bachelor's degree and extensive client service experience in health insurance. This position offers a chance to thrive in a caring culture while making a significant impact in the industry. #J-18808-Ljbffr

Deliver comprehensive, multi-disciplinary, multi-line customer onboarding experience and oversight, including project coordination across key PMA disciplines Understand and comply with all excess and unbundled carrier guidelines; ensure timely and appropriate carrier engagement and communication protocols are adhered to in accordance with carrier service agreements Execute key program objectives throughout the client engagement; develop and implement short and long-range customer objectives consistent with client business goals and expectations Deliver consultative risk management services across all client and program types to solution for non-standard inquiries, including, but not limited to data management, program oversight, and strategic program direction Serve as a complete subject matter expert on all PMA products and services while maintaining a deep understanding of operational implications of the services provided Maintain deep understanding of services sold on each program and implement comprehensive procedures to control and prevent service creep In partnership with TPA sales and TPA claims timely identify and develop customer solutions to support renewals and demonstrate PMAMC value proposition throughout the life of the program Regularly engage in brand building activity with prospects, customers, brokers, and carriers Demonstrate strong ongoing understanding of industry landscape by participating in industry conferences, webinars, and available learning opportunities Recommend and develop client education opportunities to show PMAMC value to clients and their brokers Drive customer compliance with utilization of PMAMC approved vendor partners by maintaining a strong understanding of the products and services (and their value proposition) offered through PMA Timely initial and ongoing review of Account Management Database ensuring all data is consistently accurate and current Assist assigned customers with interpretation of data analytics specific to the needs of their programs and associated lines of business Partner with TPA data analytics team to evolve ongoing client reporting based on the program expectation, marketplace demands, and long-term customer objectives Implement customer-specific scorecards to showcase value Obtain appropriate industry certifications Expand understanding and technical competency utilizing key PMA software platforms, including, but not limited to Excel, Power Point, Qlik, Hyperion, Sharepoint, and project management tools Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards, and laws applicable to job responsibilities in the performance of work #LI-Hybrid Requirements: Requirements: Six plus years workers' compensation and auto/general liability claims experience required. Prior TPA and/or account management experience preferred. MUST RESIDE IN CA Bachelor's degree and/or equivalent work experience required. Excellent verbal and written communication skills with demonstrated presentations skills required. Strong analytical and problem solving skills with a solid customer service orientation required. Travel up to 35% Associate in Claims (AIC) or Chartered Property Casualty Insurance (CPCU) designation preferred. PMA is providing applicants with the anticipated wage range for this position in compliance with state regulations. The wage range for this role is $117,000 to $142,000. Wage ranges are based on national market data and may cover a wide range of geographies. Applicants may be paid above, within or below this range based on a variety of factors.

At Pave, we're building the industry's leading compensation platform, combining the world's largest real-time compensation dataset with deep expertise in AI and machine learning. Our platform is perfecting the art and science of pay to give 8,500+ companies unparalleled confidence in every compensation decision. Top tier companies like OpenAI, McDonald's, Instacart, Atlassian, Synopsys, Stripe, Databricks, and Waymo use Pave, transforming every pay decision into a competitive advantage. $190+ billion in total compensation spend is managed in our workflows, and 58% of Forbes AI 50 use Pave to benchmark compensation. The future of pay is real-time & predictive, and we're making it happen right now. We've raised $160M in funding from leading investors like Andreessen Horowitz, Index Ventures, Y Combinator, Bessemer Venture Partners, and Craft Ventures. The Market Data Strategy and Ops Team @ Pave Pave is building the largest real-time compensation market dataset, and our strategy and operations team drives this goal forward. We partner with customers, R&D, and Pave's leadership to determine the why, when, and how for our biggest data challenges while leading the execution of solutions. This role will primarily focus on accelerating customer data acquisition, while also supporting data throughput, product strategy, and other key initiatives. What You'll Do Acquire and onboard MM+ tech companies as data partners through targeted outreach campaigns, converting prospects into actively engaged platform users Shepherd customers through technical integration from initial setup to full deployment, maintaining ownership of the entire journey and driving high completion rates Lead enablement initiatives and strategic reviews with enterprise clients to maximize platform utilization, strengthen relationships, and secure long‑term retention Uncover cross‑sell opportunities by identifying adjacent product needs during data engagements, then qualifying and referring prospects to Account Executive teams Develop scalable frameworks and protocols working alongside Data and RevOps to streamline integration workflows, flag at‑risk accounts early, and create repeatable handoff processes Champion Pave's data value proposition by crafting compelling narratives that resonate with compensation leaders and position the platform as mission‑critical infrastructure Build and optimize conversion funnels through disciplined prospecting, systematic qualification, and metrics‑driven pipeline management across all customer touchpoints What You'll Bring Customer Success and Enablement: Deep expertise in driving product adoption and usage through systematic enablement programs, with experience managing customer lifecycle from onboarding through expansion Technical Integration Partnership: Strong ability to collaborate with customer technical teams and internal product/engineering to ensure seamless data integrations and ongoing platform optimization Pipeline Development and Qualification: Demonstrated skills in prospecting, lead qualification, and systematic pipeline management with measurable conversion metrics Cross‑Functional Revenue Generation: Track record of identifying and developing opportunities across multiple product lines, with ability to effectively hand off qualified leads while maintaining relationship ownership Data Storytelling and Evangelism: Expertise in translating complex data insights into compelling business narratives that drive customer engagement and platform adoption Consultative Relationship Building: Proven ability to build trusted advisor relationships with C‑level executives and compensation leaders through strategic business reviews and thought leadership Metrics‑Driven Growth Mindset: Strong analytical capabilities with experience building and optimizing conversion funnels, customer success metrics, and revenue attribution models Compensation, It's What We Do. Salary is just one component of Pave's total compensation package for employees. Your total rewards package at Pave will include equity, top‑notch medical, dental, and vision coverage, an unlimited PTO policy, and many other region‑specific benefits. Your level is based on our assessment of your interview performance and experience, which you can always ask the hiring manager about to understand in more detail. This salary range may include multiple levels. The targeted cash compensation for this position is (level depends on experience and performance in the interview process): $180k OTE Life @ Pave Since being founded in 2019, Pave has established a robust global footprint. Headquartered in San Francisco's Financial District, we operate strategic regional hubs across New York City's Flatiron District, Salt Lake City, and the United Kingdom. We cultivate a vibrant, collaborative workplace culture through our hybrid model, bringing teams together in‑person on Mondays, Tuesdays, Thursdays, and Fridays to foster innovation and strengthen professional relationships. Benefits @ Pave At Pave, career advancement drives everything-roles expand, responsibilities deepen, and compensation rises alongside your professional growth. What we provide Complete Health Coverage: Comprehensive Medical, Dental and Vision coverage for you and your family, with plenty of options to suit your needs Time off & Flexibility: Flexible PTO and the ability to work from anywhere in the world for a month Meals & Snacks: Lunch & dinner stipends as well as fully stocked kitchens to fuel you Professional Development: Quarterly education stipend to continuously grow Family Support: Robust parental leave to bond with your new family Commuter Assistance: A commuter stipend to help you collaborate in person Vision - Our vision is to unlock a labor market built on trust Mission - Our team's mission is to build confidence in every compensation decision Are you ready to help our customers make smarter, more effective compensation decisions? Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. As set forth in Pave's Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows: A 'disabled veteran' is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A 'recently separated veteran' means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An 'active duty wartime or campaign badge veteran' means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An 'Armed forces service medal veteran' means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Voluntary Self-Identification of Disability Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 How do you know if you have a disability? A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to: Alcohol or other substance use disorder (not currently using drugs illegally) Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Intellectual or developmental disability Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson's disease, multiple sclerosis (MS) Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema Short stature (dwarfism) Traumatic brain injury PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete. #J-18808-Ljbffr

At Pave, we're building the industry's leading compensation platform, combining the world's largest real-time compensation dataset with deep expertise in AI and machine learning. Our platform is perfecting the art and science of pay to give 8,500+ companies unparalleled confidence in every compensation decision. Top tier companies like OpenAI, McDonald's, Instacart, Atlassian, Synopsys, Stripe, Databricks, and Waymo use Pave, transforming every pay decision into a competitive advantage. $190+ billion in total compensation spend is managed in our workflows, and 58% of Forbes AI 50 use Pave to benchmark compensation. The future of pay is real-time & predictive, and we're making it happen right now. We've raised $160M in funding from leading investors like Andreessen Horowitz, Index Ventures, Y Combinator, Bessemer Venture Partners, and Craft Ventures. The Market Data Strategy and Ops Team @ Pave Pave is building the largest real-time compensation market dataset, and our strategy and operations team drives this goal forward. We partner with customers, R&D, and Pave's leadership to determine the why, when, and how for our biggest data challenges while leading the execution of solutions. This role will primarily focus on accelerating customer data acquisition, while also supporting data throughput, product strategy, and other key initiatives. What You'll Do Acquire and onboard MM+ tech companies as data partners through targeted outreach campaigns, converting prospects into actively engaged platform users Shepherd customers through technical integration from initial setup to full deployment, maintaining ownership of the entire journey and driving high completion rates Lead enablement initiatives and strategic reviews with enterprise clients to maximize platform utilization, strengthen relationships, and secure long‑term retention Uncover cross‑sell opportunities by identifying adjacent product needs during data engagements, then qualifying and referring prospects to Account Executive teams Develop scalable frameworks and protocols working alongside Data and RevOps to streamline integration workflows, flag at‑risk accounts early, and create repeatable handoff processes Champion Pave's data value proposition by crafting compelling narratives that resonate with compensation leaders and position the platform as mission‑critical infrastructure Build and optimize conversion funnels through disciplined prospecting, systematic qualification, and metrics‑driven pipeline management across all customer touchpoints What You'll Bring Customer Success and Enablement: Deep expertise in driving product adoption and usage through systematic enablement programs, with experience managing customer lifecycle from onboarding through expansion Technical Integration Partnership: Strong ability to collaborate with customer technical teams and internal product/engineering to ensure seamless data integrations and ongoing platform optimization Pipeline Development and Qualification: Demonstrated skills in prospecting, lead qualification, and systematic pipeline management with measurable conversion metrics Cross‑Functional Revenue Generation: Track record of identifying and developing opportunities across multiple product lines, with ability to effectively hand off qualified leads while maintaining relationship ownership Data Storytelling and Evangelism: Expertise in translating complex data insights into compelling business narratives that drive customer engagement and platform adoption Consultative Relationship Building: Proven ability to build trusted advisor relationships with C‑level executives and compensation leaders through strategic business reviews and thought leadership Metrics‑Driven Growth Mindset: Strong analytical capabilities with experience building and optimizing conversion funnels, customer success metrics, and revenue attribution models Compensation, It's What We Do. Salary is just one component of Pave's total compensation package for employees. Your total rewards package at Pave will include equity, top‑notch medical, dental, and vision coverage, an unlimited PTO policy, and many other region‑specific benefits. Your level is based on our assessment of your interview performance and experience, which you can always ask the hiring manager about to understand in more detail. This salary range may include multiple levels. The targeted cash compensation for this position is (level depends on experience and performance in the interview process): $180k OTE Life @ Pave Since being founded in 2019, Pave has established a robust global footprint. Headquartered in San Francisco's Financial District, we operate strategic regional hubs across New York City's Flatiron District, Salt Lake City, and the United Kingdom. We cultivate a vibrant, collaborative workplace culture through our hybrid model, bringing teams together in‑person on Mondays, Tuesdays, Thursdays, and Fridays to foster innovation and strengthen professional relationships. Benefits @ Pave At Pave, career advancement drives everything-roles expand, responsibilities deepen, and compensation rises alongside your professional growth. What we provide Complete Health Coverage: Comprehensive Medical, Dental and Vision coverage for you and your family, with plenty of options to suit your needs Time off & Flexibility: Flexible PTO and the ability to work from anywhere in the world for a month Meals & Snacks: Lunch & dinner stipends as well as fully stocked kitchens to fuel you Professional Development: Quarterly education stipend to continuously grow Family Support: Robust parental leave to bond with your new family Commuter Assistance: A commuter stipend to help you collaborate in person Vision - Our vision is to unlock a labor market built on trust Mission - Our team's mission is to build confidence in every compensation decision Are you ready to help our customers make smarter, more effective compensation decisions? Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. As set forth in Pave's Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows: A 'disabled veteran' is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A 'recently separated veteran' means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An 'active duty wartime or campaign badge veteran' means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An 'Armed forces service medal veteran' means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Voluntary Self-Identification of Disability Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 How do you know if you have a disability? A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to: Alcohol or other substance use disorder (not currently using drugs illegally) Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Intellectual or developmental disability Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson's disease, multiple sclerosis (MS) Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema Short stature (dwarfism) Traumatic brain injury PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete. #J-18808-Ljbffr

A leading compensation platform provider in New York is seeking an expert in customer success and technical integration. This role is crucial for onboarding tech companies as data partners and ensuring high utilization of the platform. Candidates should have a track record in driving product adoption and building relationships with technical teams. The position offers competitive compensation and a vibrant work culture. #J-18808-Ljbffr

A leading compensation platform provider in New York is seeking an expert in customer success and technical integration. This role is crucial for onboarding tech companies as data partners and ensuring high utilization of the platform. Candidates should have a track record in driving product adoption and building relationships with technical teams. The position offers competitive compensation and a vibrant work culture. #J-18808-Ljbffr

Back Executive Underwriter - Large Accounts - Hybrid #4673 Multiple Locations Apply X Facebook LinkedIn Email Copy Job Description: In this position, you will underwrite new and renewal business which includes solicitation, selection and pricing of highly complex multi-line risks (workers compensation, commercial auto, general liability). You will actively and creatively pursue new commercial insurance solutions including guaranteed cost, large deductible and retro account opportunities throughout the territory through your network of national and regional brokers and agents. Maintain and develop prospects in order to have a strong base of future opportunities to build your large account book. Contribute to the development of broker and agency management strategies and lead the development and execution of relationship management plans. This position can be located in Los Angeles, CA., San Francisco, CA., or Denver, CO. Responsibilities: Analyze, select and profitably price coverage for commercial risks and determine terms and conditions of coverage on new and renewal business. Apply and conform to underwriting rules and guidelines, rating manuals, insurance laws/ regulations. Utilize a consultative selling approach to generate new business consistent with underwriting strategy and in coordination with service team members to include accurately assessing the needs of the broker and the client and formulating solutions that effectively address those needs. Analyze underwriting & marketing activities and corresponding results; prepare reports to management. Mentor and provide technical training and guidance to coworkers. Determine, coordinate and direct account management activities with various departments. Negotiate and deliver proposals to producers and buyers. Develop and maintain client relationships and coordinate service team efforts. Identify opportunities for organizational improvement and recommend solutions. Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work. Requirements: Bachelor's degree or equivalent experience required. 7 years of casualty underwriting with an insurance carrier required Advanced understanding and technical knowledge of underwriting mechanics and fundamentals Advanced knowledge of casualty coverage and loss sensitive deal structures (retrospective rating, large deductible, and self-insurance). Additional knowledge in financial analysis, account management and collateral management is desired. Advanced knowledge of local and regional market conditions as well as industry trends. Advanced knowledge of underwriting territory and strong relationships with the local distribution network (local and regional agents, national and regional brokers, and select consultants). Demonstrated proficiency in the successful marketing and prospecting of business opportunities, as well as, relationship building and agency management skills. Ability to create a presence that conveys interest, conviction, and energy in maintaining relationships with external business partners. Strong ability to effectively communicate verbally and in writing to uncover business needs. Ability to foster creative solutions that resonate with external business partners. Ability to interact with various levels of management and support personnel. Advanced skills in marketing, analysis, decision making/problem solving, planning and organizing; sales and negotiation and mathematical proficiency. In accordance with state regulations, PMA is sharing the anticipated salary range for this position: $160,700 to $187,500. This range is informed by national market data and is intended to accommodate a wide variety of geographic locations and experience levels. We recognize that exceptional talent may fall outside typical salary parameters. If your compensation expectations exceed this range, we still encourage you to apply. Final compensation will be determined based on a combination of factors including your experience, education, and skill set. Offers may fall below, within, or above the stated range.

Back Executive Underwriting - Hybrid - Large Accounts #3818 Multiple Locations Apply X Facebook LinkedIn Email Copy Job Description: In this position, you will underwrite new and renewal business which includes solicitation, selection and pricing of highly complex multi-line risks (workers compensation, commercial auto, general liability). You will actively and creatively pursue new commercial insurance solutions including guaranteed cost, large deductible and retro account opportunities throughout the territory through your network of national and regional brokers and agents. Maintain and develop prospects in order to have a strong base of future opportunities to build your large account book. Contribute to the development of broker and agency management strategies and lead the development and execution of relationship management plans. Responsibilities: Analyze, select and profitably price coverage for commercial risks and determine terms and conditions of coverage on new and renewal business. Apply and conform to underwriting rules and guidelines, rating manuals, insurance laws/ regulations. Utilize a consultative selling approach to generate new business consistent with underwriting strategy and in coordination with service team members to include accurately assessing the needs of the broker and the client and formulating solutions that effectively address those needs. Analyze underwriting & marketing activities and corresponding results; prepare reports to management. Mentor and provide technical training and guidance to coworkers. Determine, coordinate and direct account management activities with various departments. Negotiate and deliver proposals to producers and buyers. Develop and maintain client relationships and coordinate service team efforts. Identify opportunities for organizational improvement and recommend solutions. Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work. Requirements: Bachelor's degree or equivalent experience required. 7 years of casualty underwriting with an insurance carrier required Advanced understanding and technical knowledge of underwriting mechanics and fundamentals Advanced knowledge of casualty coverage and loss sensitive deal structures (retrospective rating, large deductible, captive, and self-insurance). Additional knowledge in financial analysis, account management and collateral management is desired. Advanced knowledge of local and regional market conditions as well as industry trends. Advanced knowledge of underwriting territory and strong relationships with the local distribution network (local and regional agents, national and regional brokers, and select consultants). Demonstrated proficiency in the successful marketing and prospecting of business opportunities, as well as, relationship building and agency management skills. Ability to create a presence that conveys interest, conviction, and energy in maintaining relationships with external business partners. Strong ability to effectively communicate verbally and in writing to uncover business needs. Ability to foster creative solutions that resonate with external business partners. Ability to interact with various levels of management and support personnel. Advanced skills in marketing, analysis, decision making/problem solving, planning and organizing; sales and negotiation and mathematical proficiency. Strong desire to work collaboratively and foster a team oriented environment with Claims, Risk Control and other departments. Willingness to travel for business purposes. Underwriters are expected to be visible with their agents and brokers in order to develop and maintain solid relationships and generate an adequate flow of qualified business. Chartered Property Casualty Underwriter (CPCU); Associate in Risk Management designation or other professional designations are desired.

San Francisco, California, United States of America At Lockton, we're passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We're active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here. Lockton is seeking an experienced, dynamic client services professional in the Employee Benefits space, who will bring a fierce commitment to building relationships, exceeding client expectations, and pushing our Employee Benefits Practice to new heights in the marketplace. As an Account Executive, you will lead marketing, servicing, and strategic consulting efforts with prospective and current clients. The Account Executive is accountable for developing and delivering strategic benefit solutions that meet the needs of Lockton clients. Collaboration and a willingness to support your colleagues is imperative, as is a true love for building and nurturing internal and external relationships. Position Responsibilities Maintains and enhances Lockton's relationships with existing clients by implementing proactive, creative, and continuous initiatives to ensure client satisfaction and engagement. Proactively understands the requirements and needs of a client. Provide strategic planning and consulting advice to clients including the production of Requests for Proposal, coordination of vendor responses, analysis and comparison of RFP responses, and preparation of a client report with recommendations. Consults with Clients to review options, vendor services, fees, strategies, and goals. Consults regularly with Clients to review large claims, abnormal utilization results, and monthly claims experience. Develops and maintains dependable working relationships with carriers, broker servicing networks, and other providers. Oversees issue-resolution between Client and the Vendor. Coordinates market selection for new and renewal business on designated accounts. May help coordinate the day-to-day administrative activities among those servicing the Client's account including the coordination of all support services. Negotiates program terms and costs. Mentors and trains junior-level staff. Researches and understands industry trends, product development government regulations. Operate effectively in a team environment, collaborating with colleagues to achieve common goals. Performs other responsibilities and duties as needed. Qualifications Bachelor's degree in business administration or related field and/or years of experience equivalent. Typically, 7 years or more of Client service experience in a health and welfare/employee benefits environment; at least (5) years of this experience needs to be at a consulting and/or brokerage firm. Experience presenting in front of clients. Firm working knowledge of group benefits in multiple product lines and a basic understanding of risk management. Working knowledge of different financial arrangements and products available to clients. Strong knowledge of underwriting, financing, and funding approaches. Ability to prepare and present client presentations with clarity and understanding. Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint). Strong verbal and interpersonal communication skills required. Understands industry trends and governmental regulations. Ability to complete continuing education requirements as needed. Current Life & Health license or ability to obtain immediately. Ability to attend company, department, and team meetings as required, including industry training sessions. Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information. Ability to efficiently organize work and manage time to meet deadlines. Ability to travel by automobile and aircraft. Ability to use office equipment such as a computer, keyboard, calculator, and photocopier. Ability to work on a computer for a prolonged amount of time. Ability to work outside of normal business hours as needed. Legally able to work in the United States. Equal Opportunity Statement Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity. At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long‑term success. About Lockton Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what's right every day. At Lockton, we believe in the power of all people. You belong at Lockton. How We Will Support You At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it. We are ready to meet you where you are today, and as your needs change over time. In addition to industry‑leading health insurance, we offer additional options to support your overall health and wellbeing. #J-18808-Ljbffr

Back Executive Underwriter - Hybrid - Large Accounts #4679 Atlanta, Georgia, United States Apply X Facebook LinkedIn Email Copy Job Description: In this position, you will underwrite new and renewal business which includes solicitation, selection, rejection, and pricing of complex risks. Administer and monitor underwriting rules and guidelines, rating manual rules, and insurance laws and regulations. Analyze quality and quantity of risks underwritten and prepare reports accordingly. Participate in the development of agency management strategy and contribute to the development and execution of agency plans. Develop client relationships and coordinates service team efforts. Provide technical guidance to coworkers. Through technical collaboration and guidance, work within established authority on assignments of increasing complexity. Geographic territory includes the Southeast. Responsibilities: Effectively identify, market and underwrite prospective accounts in targeted industries Direct and monitor underwriting activities as required to produce positive profit and expense results within area of responsibility Develop strong relationships with local Brokers/Agents and effectively articulate PMA's appetite. Solicit, review, and coordinate new business opportunities with agents and service team Demonstrate high level of planning and organizational skills to effectively manage workload and outside activities Exhibit high levels of teamwork, leadership, customer service, and persistence Provide strong analytical ability, and sound judgment to make informed and accurate decisions Show initiative to handle territorial assignments, developing individual plans for successfully meeting key goals Consult with Risk Control and Claims Representatives to bring value-added service to customers Develop business plan with each assigned agent for profitability of book, growth, and renewal strategies Provide feedback to agents, producers, and internal management to focus on business plans and efficiencies. Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work. Requirements: Bachelor's degree or equivalent experience required - MBA and/or CPCU preferred Seven years' experience in Commercial Lines Property/Casualty and Workers Compensation underwriting Strong technical skills in Workers Compensation, Property, General Liability, Automobile, and Umbrella Established experience working with clients in the Southeast is preferred. Strong negotiation and presentation skills Self-motivated individual with a proven track record of premium growth and profitability in handling a book of business. Superior marketing skills and familiarity working with agents and brokers of all types.

Largest Title Insurance Company in the Country. Publicly Traded, NYSE:FNF. Fortune 300 Company. Role Description This is a full-time on-site role located in San Francsico, CA for a Sales Executive. The Sales Executive will be responsible for driving sales growth by identifying and pursuing new business opportunities. Daily tasks include prospecting and generating leads, building and nurturing customer relationships, conducting sales presentations, and meeting sales targets. The role also involves collaborating with the marketing team to develop strategies and staying updated on industry trends to drive optimal results. Qualifications Proven skills in lead generation, client outreach, and business development Strong interpersonal, and communication skills Ability to analyze market trends, prioritize tasks effectively, and work under pressure Working knowledge of CRM systems and other sales-related tools Self-motivated with a results-driven attitude and a focus on exceeding targets Experience in Sales, Marketing, or Real Estate Bachelor's degree in Business, Marketing, or a related field is preferred

About Judi Health Judi Health is an enterprise health technology company providing a comprehensive suite of solutions for employers and health plans, including: Capital Rx, a public benefit corporation delivering full-service pharmacy benefit management (PBM) solutions to self-insured employers, Judi Health, which offers full-service health benefit management solutions to employers, TPAs, and health plans, and Judi, the industry's leading proprietary Enterprise Health Platform (EHP), which consolidates all claim administration-related workflows in one scalable, secure platform. Together with our clients, we're rebuilding trust in healthcare in the U.S. and deploying the infrastructure we need for the care we deserve. To learn more, visit **************** Position Overview: The Account Executive/Strategic Account Executive - PBA Services is responsible for managing the planning, execution, growth & retention and client satisfaction of assigned clients in the Pharmacy Benefit Administration (PBA) market segment including Health Plans, Third Party Administrators (TPAs), and other Platform services. Additionally, this position will lead and collaborate through the broader Account Management team and with internal Capital Rx teams/departments as the client voice and advocate to ensure ongoing client satisfaction and to achieve client priorities and contractual obligations. This position acts as the quarterback and leader of the broader Account Management team who are aligned in support of our clients. This position reports to the Senior Account Executive/Senior Director, PBA Client Services. Position Responsibilities: Work closely with some of our biggest Texas-based clients and manage the complexities of working within a highly-regulated market of the TDI (Texas Department of Insurance) Provide oversight and direction to the broader Account Management team with a focus on member and client satisfaction, trend management, client growth & retention, and regulatory compliance to meet client specific objectives, client priorities and service model deliverables Lead and develop the client relationship strategy and the strategic business planning process across the clients in your portfolio while incorporating other internal staff where and when needed to build and foster relationships with influencers and decision makers. Maintain thorough knowledge and tracking of contractual obligations on assigned book of business, including financials, performance guarantees, terms, and reporting/compliance Manage and facilitate the Account renewal and contracting process with a focus on client retention and the client financial/PNL management Serve as the relationship lead on assigned book of business, incorporating other internal staff where and when needed to the relationship; build and foster relationships with influencers and decision makers at the client Anticipates customer needs and proactively identifies new opportunities within assigned accounts. Develop and maintain comprehensive knowledge of our business, including products and services to field questions from the client side and to answer timely & accurately Collaborate with internal teams to customize offerings and solutions, aligning with Health Plan/TPA Account needs and market demands - assemble internal resources to overcomes challenges. Analyze and interpret current pharmacy and healthcare trends, competitor activities, and industry regulations to inform strategic decisions, provide proactive recommendations for plan management and enhance the company's positioning within the PBA Services segment Lead, coach and support the Account Team on the effective positioning of the Capital Rx value proposition, our suite of Capital Rx Products and Solutions and JUDI capabilities available to our PBA clients Partner with our Business Development, Underwriting Teams & Senior Account Executives to support our PBA Account level growth and retention efforts by providing with Capital Rx sales support and market differentiator positioning, including RFP support, Broker/Consultant engagement and Best & Final support for prospective, existing and new and client business development needs Provide ongoing direction, coordination and coaching to the broader Account Team to align the Account Team understanding of the assigned client(s) business lines, strategies, key stakeholders & decision makers and priorities Serve as the content expert for Health Plan/TPA clients & opportunities Identify and help contribute to process improvement efforts Be accountable & own the client end-to end, inclusive of service model deliverables, contractual negotiations, client escalations and PNL management. All employees are responsible for adherence to the Capital Rx Code of Conduct including reporting of noncompliance. Required Qualifications: Bachelor's or advanced degree in health administration, business, or relevant professional experience. Bachelor of Pharmacy (B.S. Pharmacy) or Doctor of Pharmacy (PharmD) degree from an accredited institution is a plus Relevant professional experience for at least five (5) years in pharmacy - working within a health plan, managed care, or pharmacy benefits management (PBM) focused on Health Plans and Payer Commercial (Insured, Self-Funded, Exchange) and Government Program (Medicare & Medicaid) business lines. Health plan industry experience highly preferred Market and operational knowledge of Medicare Part D, Medicaid and Health Exchange pharmacy is required along with experience in supporting highly regulated business lines Track record of building trust in internal and external relationships Solution-focused problem solving and client positioning skills Exceptional written and verbal communication skills Ability to work with and influence peers in a team effort; leading cross-functional initiatives, meeting deadlines, and executing on deliverables while building strong internal relationships A decisive individual with sound technical skills, analytical ability, good judgement, and strong operational focus and detail-oriented perspective Flexible, highly organized, and able to shift priorities easily and work independently to meet deadlines Ability to effectively work with peers in a team effort Proficient in Microsoft Office Suite with emphasis on Microsoft Excel and large data sets and other industry software programs Ability to travel and present to small and large groups; travel is estimated to be up to 25% and be variable by season and business cycle Preferred Qualifications: Experience working with clients who are subject to TDI (Texas Department of Insurance) rules and regulations #LI-BC1 Salary Range$120,000-$160,000 USD All employees are responsible for adherence to the Capital Rx Code of Conduct including the reporting of non-compliance. This position description is designed to be flexible, allowing management the opportunity to assign or reassign duties and responsibilities as needed to best meet organizational goals. Judi Health values a diverse workplace and celebrates the diversity that each employee brings to the table. We are proud to provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. By submitting an application, you agree to the retention of your personal data for consideration for a future position at Judi Health. More details about Judi Health's privacy practices can be found at*********************************************

About Judi Health Judi Health is an enterprise health technology company providing a comprehensive suite of solutions for employers and health plans, including: Capital Rx, a public benefit corporation delivering full-service pharmacy benefit management (PBM) solutions to self-insured employers, Judi Health, which offers full-service health benefit management solutions to employers, TPAs, and health plans, and Judi, the industry's leading proprietary Enterprise Health Platform (EHP), which consolidates all claim administration-related workflows in one scalable, secure platform. Together with our clients, we're rebuilding trust in healthcare in the U.S. and deploying the infrastructure we need for the care we deserve. To learn more, visit **************** Position Summary: This individual will report to the Associate Director of Clinical Programs Business Development and be responsible for supporting the sales and profitability of Capital Rx's suite of clinical programs. This role serves as a primary business development lead for clinical offerings, from opportunity identification, client presentations, to negotiations and contracting. This role will drive clinical programs sales to new and existing PBM clients and foster strategic relationships with consultant groups. The ideal candidate will combine clinical expertise with strategic sales acumen to expand program adoption and deliver measurable value to clients. This is a base salary plus commission role. Position Responsibilities: Drive the sales strategy for Capital Rx's suite of clinical programs end-to-end from prospecting through close. Proactively assess client data to identify opportunities, meet with account teams to qualify opportunities, and deliver compelling presentations, proposals, and ROI analyses to prospects to drive clinical program sales. Develop and implement strategic plans to identify, engage, and close new clinical program opportunities. Cultivate and manage trusted relationships with pharmacy benefit consultant groups, serving as a subject matter expert for our clinical programs. Maintain a strong understanding of market dynamics, competitive landscape, and client needs to inform sales strategy. Contribute to strategic client retention initiatives by aligning clinical programs with client goals. Demonstrate strong analytical, presentation, and CRM skills to support sales execution and tracking. Maintain a deep understanding of clinical programs, regulatory requirements (e.g., CMS, NCQA, URAC), and industry trends to effectively position our solutions. Serve as a liaison between the field and internal product/clinical teams to ensure offerings remain competitive and relevant. Support implementation handoffs to ensure smooth onboarding of new clients. Provide market feedback to inform future product development and innovation. Support general business needs and operations, as required. All employees are responsible for adherence to the Capital Rx Code of Conduct including reporting of noncompliance. Minimum Qualifications: MBA degree and/or certification in sales or business 3+ years of applicable experience in a health plan or PBM, or healthcare sales and/or completion of a PGY1 Clinical Pharmacy Residency Program, Managed Care Residency or Fellowship with additional 2+ years of applicable experience Exceptional negotiation, presentation, and communication skills with the ability to articulate clinical value propositions to diverse audiences. Experience engaging or partnering with pharmacy consultant firms Working knowledge of pharmacy benefit management, Medicare Part D, and commercial pharmacy benefits Ability to analyze data and market trends to inform sales strategy and client recommendations. Proven track record of meeting or exceeding sales targets and successfully closing complex B2B deals. Maintain an active, unrestricted pharmacy license in the state of residence Ability to balance multiple complex projects simultaneously with minimal direction Ability to travel up to 50% Preferred Qualifications: PharmD Experience working with HEDIS, Stars and PQA pharmacy quality measures Proficient in Microsoft Office Suite with emphasis on Microsoft Excel and PowerPoint Experience with Confluence, Jira, Tableau Highly detail-oriented and analytical Visa Sponsorship: Capital Rx does not provide sponsorship to any candidates. This includes, but is not limited to those that require H1-B, TN, OPT, etc. Candidates must have authorization to work in the US at the time of application and throughout employment. This position description is designed to be flexible, allowing management the opportunity to assign or reassign duties and responsibilities as needed to best meet organizational goals. Salary Range$90,000-$140,000 USD All employees are responsible for adherence to the Capital Rx Code of Conduct including the reporting of non-compliance. This position description is designed to be flexible, allowing management the opportunity to assign or reassign duties and responsibilities as needed to best meet organizational goals. Judi Health values a diverse workplace and celebrates the diversity that each employee brings to the table. We are proud to provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. By submitting an application, you agree to the retention of your personal data for consideration for a future position at Judi Health. More details about Judi Health's privacy practices can be found at*********************************************

## Account Exectuive, Employee Benefits (Small Group) Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources, you will be amongst some of the industry's top talent to help guide and support our customer's needs and provide them with innovative insurance solutions. and expands relationships with employee benefit clients by performing the following duties. The book of business (Small Group) consists of clients with over **20-25 groups** under **100 lives** per group, with self-funded and fully insured plan types. Proficiency with self-funding is preferred.Responsibilities: Helps to develop and implement client's benefits strategies.Interfaces with the client at both the HR Manager/Director as well as the C-Suite level to understand the customer's overall objectives and requirements. Strategies and execution for ACA requirements, COVID and new administration legislation Provides Client's experience reporting requirements Is the team point person regarding escalation of issues or activities that the customer encounters with benefits programs and services.5+ years of related experience within a brokerage environment Experience supporting the small group market (100 lives and under) Self-funding experience is preferred Experience as a strategic lead for accounts (leading client meetings, client teams and the delegation of deliverables) Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions. Industry Knowledge - Strong knowledge of employee benefits products and services and how they are delivered to clients; knowledge of related legislation such as ACA, COBRA and HIPAAComputer Skills - Use of Microsoft Word, Excel and PowerPoint to create effective presentations and exhibits.Team Player - Effectively works with team. Leadership - Demonstrates leadership skills; sets example for others to follow. Effectively coaches others in developing their skills and abilities. *The expected salary range for this position is **$105,000.00** to **$115,000.00**and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.*Bonjour. Nous sommes HUB.Dans un monde en rapide évolution, nous conseillons les entreprises et les individus sur la facon de se préparer à l'inattendu. Lorsque vous vous associez à nous, vous êtes au centre d'un vaste réseau d'experts qui vous aideront à atteindre vos objectifs grâce à nos services de gestion de risques, de gestion des demandes d'indemnisation et de soutien en matière de conformité. Vous aurez donc l'esprit tranquille parce que vous saurez que ce qui compte le plus pour vous sera protégé grâce à un appui constant et des solutions d'assurance qui vous mettent en contrôle.À propos de HUB InternationalHUB International Limited (HUB), dont le siège social est situé à Chicago (Illinois), est un important courtier d'assurance mondial qui offre des produits et des services complets dans les domaines de l'assurance de dommages, de l'assurance de personnes, des avantages sociaux, des investissements et de la gestion de risque. Avec des bureaux partout en Amérique du Nord, le vaste réseau de spécialistes de HUB offre la tranquillité d'esprit en protégeant ce qui compte le plus grâce à un appui constant et des solutions d'assurance sur mesure. Pour plus d'informations, veuillez visiter . #J-18808-Ljbffr

With general direction, sell and service products by managing existing accounts and developing new prospects consisting of a large variance of industries. Exercise a broad knowledge of the organization's services, products and marketing techniques to achieve market share growth objectives and operational goals. Formulate and implement strategic business plans specific to the needs of individual large accounts to retain and increase membership and identify new and ancillary product sales opportunities Cultivate and develop strong business relationships with clients and prospective clients' key stakeholders Manage business relationships with brokers, consultants, and other industry partners Educate key stakeholders on industry, pricing, and benefit design trends to inform and assist with business decisions Maintain current working knowledge of existing and new products/services and other general information to ensure accurate information is provided Act as liaison between various departments and customers to ensure service levels and expectations are met. Collaborate with marketing and product development to address customers' needs and analyze market data Utilize a sales automation system to make inquiries, maintain records, and prepare reports Job Specifications Typically has the following skills or abilities: Bachelor's Degree in Business or related field, or equivalent experience Four plus years of business-to-business sales and/or account management experience in the employee benefits or the Healthcare/Insurance industry, is preferred Results-driven achiever with exemplary planning and organizational skills, along with a high degree of detail orientation Highly adaptable, positive, resilient, patient risk-taker who is open to new ideas Resourceful team player who excels at building trusting relationships with customers and colleagues Innovative problem-solver who can generate workable solutions and resolve problems Flexible team player who thrives in environments requiring the ability to effectively prioritize and juggle multiple concurrent projects Exceptional listener and communicator who effectively conveys information verbally and in writing Highly motivated self-starter who takes initiative with minimal supervision Excellent written and verbal communication and presentation skills Knowledge of underwriting, products, services, and the healthcare industry Must travel more than 50% of the time Clean DMV record Preferred Skills Sales experience working for a Medicaid or Medicare health plan, or a service provider selling services to Medicare and Medicaid health plans Knowledge of the managed care industry, specifically Medicare and Medicaid Trade show or conference exhibiting experience Proficiency with CRM (Salesforce preferred), MS Windows and Office, including Excel, Word, and PowerPoint #LI-VISIONCARE Compensation range for the role is listed below. Applicable salary ranges may differ across markets. Actual pay will be determined based on experience and other job-related factors permitted by law. As a part of the compensation package, this role may include eligible bonuses and commissions. For more information regarding VSP Vision benefits, please click here. Salary Ranges: $58,656.00 - $92,230.38 VSP Vision is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to age, gender, race, color, religion, sex, national origin, disability or protected veteran status. We maintain a drug-free workplace and perform pre-employment substance abuse testing. Unincorporated LA County Residents: Qualified Applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act, and any other similar laws. Notice to Candidates: Fraud Alert - Fake Job Opportunity Solicitations Used to Collect Fees/Personal Information. We have been made aware that fake job opportunities are being offered by individuals posing as VSP Vision and affiliate recruiters.Click hereto learn about our application process and what to watch for regarding false job opportunities. As a regular part of doing business,VSPVision ("VSP")collects many different types ofpersonal information, including protected health information, about ouraudiences, includingmembers, doctors,clients, brokers, business partners,andemployees. VSP Vision employees will have access to this sensitive personal information and are subject to follow Information Security and Privacy Policies.

With general direction, sell and service eyewear products by managing existing accounts and developing new prospects consisting of a large variance of industries. Exercise a broad knowledge of the organization's services, products, and marketing techniques to achieve market share growth objectives and operational goals. Develop creative sales strategy to contact prospects to create opportunities to sell products and increase revenue Cultivate and develop strong business relationships with customers and prospective customers Represent eyewear line of business to customer base in all sales-oriented activities Work independently, while leveraging appropriate partners, team, and colleagues to exceed quota targets while achieving balanced product line results Apply innovative ideas, approaches, and all product solutions to customer's business problems by understanding the customers' business and their business requirements Maintain current working knowledge on existing and new products and services and other general information to ensure accurate information is provided Identify and communicate future customer requirements and feedback to the appropriate VSP divisions Act as liaison between various VSP departments and customers to ensure service levels and expectations are met. Collaborate with marketing and product development to address customers' needs and analyze market data. Utilize sales automation system to make inquiries, maintain records and prepare reports. Job Specifications Typically has the following skills or abilities: Bachelor's Degree in Business or related field, or equivalent experience Three plus years of sales experience, with demonstrated account management, servicing, negotiation, and established customer relationships Results-driven achiever with exemplary planning and organizational skills, along with a high degree of detail orientation. Demonstrated track record meeting sales/revenue goals with small to medium account responsibility Excellent written and verbal communication and presentation skills Demonstrated track record in developing business to business relationships Highly adaptable, positive, resilient, patient risk-taker who is open to new ideas Resourceful team player who excels at building trusting relationships with customers and colleagues Innovative problem-solver who can generate workable solutions and resolve problems. Flexible team player who thrives in environments requiring ability to effectively prioritize and juggle multiple concurrent sales opportunities Exceptional listener and communicator who effectively conveys information verbally and in writing Highly motivated self-starter who takes initiative with minimal supervision Excellent written and verbal communication and presentation skills Must travel more than 50% of the time Clean driving record Ability to achieve and maintain any applicable agent licensing requirements for any state(s) within assigned sales territory The territory assigned to this position is for Santa Clara, Alameda, and Contra Costa counties in CA. Qualified candidates must live in one of these counties Preferred Skills Strong experience in Life & Health Insurance (Medical, Vision, Dental) sales #LI-VISIONCARE Compensation range for the role is listed below. Applicable salary ranges may differ across markets. Actual pay will be determined based on experience and other job-related factors permitted by law. As a part of the compensation package, this role may include eligible bonuses and commissions. For more information regarding VSP Vision benefits, please click here. Salary Ranges: $58,656.00 - $84,025.50 VSP Vision is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to age, gender, race, color, religion, sex, national origin, disability or protected veteran status. We maintain a drug-free workplace and perform pre-employment substance abuse testing. Unincorporated LA County Residents: Qualified Applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act, and any other similar laws. Notice to Candidates: Fraud Alert - Fake Job Opportunity Solicitations Used to Collect Fees/Personal Information. We have been made aware that fake job opportunities are being offered by individuals posing as VSP Vision and affiliate recruiters.Click hereto learn about our application process and what to watch for regarding false job opportunities. As a regular part of doing business,VSPVision ("VSP")collects many different types ofpersonal information, including protected health information, about ouraudiences, includingmembers, doctors,clients, brokers, business partners,andemployees. VSP Vision employees will have access to this sensitive personal information and are subject to follow Information Security and Privacy Policies.

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! OVERVIEW: The Real Foundations Consortium is a specialized insurance and risk management program designed for high-performing real estate firms. The consortium is a network of real estate companies brought together under a centralized risk management structure. It leverages captive insurance to: * Enable larger retentions and improved flexibility for carriers. * Provide tailored risk management approaches for members. * Deliver optimized pricing, coverage, and terms, fostering predictable profitability for insurers and members. WHAT YOU'LL DO: The Account Executive plays a pivotal role within RealFoundations, serving as a strategic client advisor responsible for managing, retaining, and expanding a portfolio of real estate clients. This individual will oversee operational workflows, ensure exceptional client service, and act as the primary liaison between clients and internal teams. The role requires a deep understanding of Property & Casualty insurance programs and ancillary lines, with a strong ability to approach accounts holistically and deliver innovative solution Key Responsibilities: Client Relationship Management * Lead all aspects of client service management, including retention strategies and delivery of EPIC resources. * Serve as the strategic lead for accounts, coordinating cross-functional teams (loss control, claims) for seamless service delivery. * Establish and maintain strong relationships with clients and internal stakeholders. * Proactively address client issues to ensure a consistently high level of service. * Build and support coverage comparison tools and reporting dashboards. * Perform coverage analysis, contract reviews, and provide tailored insurance program recommendations. * Supervise administrative functions delegated to Account Managers and Assistants. * Maintain reliable data pipelines for invoicing, renewals, certificates, and stewardship reporting. * Drive organic growth through cross-selling and account rounding initiatives. * Participate in client meetings and lead presentations as needed. WHAT YOU'LL BRING: * Minimum 5 years' client service experience within the insurance industry. * Comprehensive knowledge of Property & Casualty insurance lines. * Ability to manage multiple projects across offices and meet deadlines independently. * Strong communication and relationship-building skills. * Proficiency in Microsoft Office Suite. * Bachelor's degree required. * Valid Property & Casualty Broker's License(s). * Professional designations such as CPCU or ARM are considered favorably. COMPENSATION: The national average salary for this role is $140 000.00 - $165 000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: * Generous Paid Time off * Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days * Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave * Generous employee referral bonus program of $1,500 per hired referral * Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) * Employee Resource Groups: Women's Coalition, EPIC Veterans Group * Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development * Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support * Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs * 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! * EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation * We're in the top 10 of property/casualty agencies according to "Insurance Journal" To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-TM1 #LI-Hybrid