Client Manager jobs at EPIC Insurance Brokers & Consultants - 878 jobs

The CE is responsible for understanding client needs, developing tailored insurance solutions, and driving business growth through managing and expanding existing client relationships. The CE will generally act as a primary point of contact for clients, ensuring a high level of satisfaction and loyalty. Essential Functions: Independently initiate, maintain, and enhance relationships with carriers, including regular in-person contact. Initiate, maintain, and enhance relationships with existing retail clients and prospects, including regular in-person contact, often accompanied by your broker or senior team members. Identify opportunities to expand services within existing accounts and retail relationships, driving business growth and client satisfaction. Stay informed about market appetites/capabilities, market trends, regulatory changes, and emerging risks to provide strategic advice to clients. Manage the marketing of both basic and complex accounts by preparing submissions, approaching carriers for quotes, and negotiating coverage; requiring little to no support from senior members of the team. Meet and exceed client expectations throughout the submission process by managing client coverage goals, priorities, and overall expectations. Solicit timely and substantive responses to submissions and effectively negotiate pricing and terms with underwriters, providing frequent and transparent updates to clients. Gather and develop complete loss summaries and analysis, as needed. Prepare superior-quality, error-free submissions, and effectively present this information to underwriters both verbally and in written form. Identify and correct inconsistencies or errors in relevant documents and promptly correct/clarify the same with the client and/or underwriter. Ultimately responsible for the quality, timeliness, and accuracy of quotes, binders, checklists, and other marketing file documentation for accounts they handle or oversee. Meet quality measurement goals and procedures by following internal Quality Management System (QMS) standards. Ensure all transactions comply with regulatory requirements and company policies, maintaining accurate records. Facilitate clear communication of coverage terms and all other information between clients and underwriters, ensuring the delivered policy aligns with client expectations. Other Responsibilities: Collaborate with the Practice Group and broker team to effectively disseminate relevant information, foster continuous improvement and innovation, and actively contribute to the enhancement of the company's reputation. Use experience to proactively suggest ways to improve efficiencies, client deliverables, etc. Provide training and ongoing guidance to Production Assistants, Production Associates, Associate Brokers, and/or Senior Associate Brokers, supporting their professional growth and development. Work closely with Broker in identifying projects where skills, experience, and knowledge can be utilized effectively. Perform other work-related duties as assigned by broker and/or management. Prepare and present seminars or sales presentations and/or continuing education classes as required. Position Requirements Education, Experience and Skills Required: Typically, 5 to 15 years of relevant insurance experience. Property & Casualty and Surplus Lines Licenses (as required by state). Exceptional organizational, follow-up, communication, and interpersonal skills. Exceptional analytical skills to accurately define problems, gather and interpret relevant data, establish key facts, and draw well-founded conclusions efficiently. Proactive approach to problem-solving, exhibiting good listening skills and a willingness to support others. Ability to manage multiple priorities and deadlines effectively. Exceptional negotiation skills with the ability to influence and persuade stakeholders at all levels. Able to effectively interact with and adapt to diverse personality and communication styles. Flexibility in work schedule and ability to adapt to changing demands of the position. Independently manages time to get the job done with minimal supervision. Intermediate skill level in PC software (Word, Excel and other software, as required). Category Insurance Location Houston Office About the Organization Brown & Riding is a wholesale insurance brokerage committed to our Mission, Culture, and Values. Our Mission: To achieve the best results for our clients by setting the standard of excellence for the wholesale insurance brokerage industry, and build a great firm that attracts, develops, inspires, and retains outstanding people. Our Culture: Makes us unique and a formidable competitor in the marketplace. It allows our clients, markets, and people to build and enjoy an entirely new wholesale experience. Our Values: Our organizing principles. They ground us and provide guidance in the face of adversity. Brown & Riding stands for: TEAMWORK, QUALITY, and PROFESSIONALISM. Exempt/Non-Exempt Exempt

The CE is responsible for understanding client needs, developing tailored insurance solutions, and driving business growth through managing and expanding existing client relationships. The CE will generally act as a primary point of contact for clients, ensuring a high level of satisfaction and loyalty. Essential Functions: Independently initiate, maintain, and enhance relationships with carriers, including regular in-person contact. Initiate, maintain, and enhance relationships with existing retail clients and prospects, including regular in-person contact, often accompanied by your broker or senior team members. Identify opportunities to expand services within existing accounts and retail relationships, driving business growth and client satisfaction. Stay informed about market appetites/capabilities, market trends, regulatory changes, and emerging risks to provide strategic advice to clients. Manage the marketing of both basic and complex accounts by preparing submissions, approaching carriers for quotes, and negotiating coverage; requiring little to no support from senior members of the team. Meet and exceed client expectations throughout the submission process by managing client coverage goals, priorities, and overall expectations. Solicit timely and substantive responses to submissions and effectively negotiate pricing and terms with underwriters, providing frequent and transparent updates to clients. Gather and develop complete loss summaries and analysis, as needed. Prepare superior-quality, error-free submissions, and effectively present this information to underwriters both verbally and in written form. Identify and correct inconsistencies or errors in relevant documents and promptly correct/clarify the same with the client and/or underwriter. Ultimately responsible for the quality, timeliness, and accuracy of quotes, binders, checklists, and other marketing file documentation for accounts they handle or oversee. Meet quality measurement goals and procedures by following internal Quality Management System (QMS) standards. Ensure all transactions comply with regulatory requirements and company policies, maintaining accurate records. Facilitate clear communication of coverage terms and all other information between clients and underwriters, ensuring the delivered policy aligns with client expectations. Other Responsibilities: Collaborate with the Practice Group and broker team to effectively disseminate relevant information, foster continuous improvement and innovation, and actively contribute to the enhancement of the company's reputation. Use experience to proactively suggest ways to improve efficiencies, client deliverables, etc. Provide training and ongoing guidance to Production Assistants, Production Associates, Associate Brokers, and/or Senior Associate Brokers, supporting their professional growth and development. Work closely with Broker in identifying projects where skills, experience, and knowledge can be utilized effectively. Perform other work-related duties as assigned by broker and/or management. Prepare and present seminars or sales presentations and/or continuing education classes as required. Position Requirements Education, Experience and Skills Required: Typically, 5 to 15 years of relevant insurance experience. Property & Casualty and Surplus Lines Licenses (as required by state). Exceptional organizational, follow-up, communication, and interpersonal skills. Exceptional analytical skills to accurately define problems, gather and interpret relevant data, establish key facts, and draw well-founded conclusions efficiently. Proactive approach to problem-solving, exhibiting good listening skills and a willingness to support others. Ability to manage multiple priorities and deadlines effectively. Exceptional negotiation skills with the ability to influence and persuade stakeholders at all levels. Able to effectively interact with and adapt to diverse personality and communication styles. Flexibility in work schedule and ability to adapt to changing demands of the position. Independently manages time to get the job done with minimal supervision. Intermediate skill level in PC software (Word, Excel and other software, as required). Category Insurance Location Dallas Office About the Organization Brown & Riding is a wholesale insurance brokerage committed to our Mission, Culture, and Values. Our Mission: To achieve the best results for our clients by setting the standard of excellence for the wholesale insurance brokerage industry, and build a great firm that attracts, develops, inspires, and retains outstanding people. Our Culture: Makes us unique and a formidable competitor in the marketplace. It allows our clients, markets, and people to build and enjoy an entirely new wholesale experience. Our Values: Our organizing principles. They ground us and provide guidance in the face of adversity. Brown & Riding stands for: TEAMWORK, QUALITY, and PROFESSIONALISM. Exempt/Non-Exempt Exempt

WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value - and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2,500 distributors and partners, and over 2 million policyholders. WHO YOU ARE: The Director, Client Delivery Lead is accountable for execution on the client project work prioritized to meet key client targets and outcomes. You will have a keen understanding of the SDLC to delivering projects in both waterfall and agile methodologies, and an ability to quickly assess impact and risk mitigation approaches across client programs. Working with peers, Account Executives, and technology teams in the organization, you will help achieve your clients' target outcomes within the overall Zinnia portfolio of programs. You will lead a team of Program Leads/Project Leads working to support your clients' initiatives and will drive adherence to key standards and practices to increase predictability in our delivery outcomes. WHAT YOU'LL DO: Support client discussions and planning activities to outline high level full year portfolio roadmap, driven by prioritized requests and client defined business value Work with Client Account Manager to prepare and facilitate strategic client planning sessions at least quarterly to prioritize work needed for client to achieve key business outcomes for the upcoming year Collaborate with peer Delivery Leads, Client Account execs, and internal Technical Lead resources to forecast resource demands and manage prioritization on a recurring and as needed basis by working with internal stakeholders Monitor and manage Client portfolio status, including delivery progress, project spend, cross projects dependencies, P&L, risks and issues Work with Program and Project Manager client teams to drive consistent use of defined reporting and dashboards for project tracking and proactive identification of risks to timelines, scope, budget and quality Act as the first point of escalation for project delivery, working to identify remediation steps with internal stakeholders including impact of remediation to overall Zinnia portfolio, and reporting back to client with mitigation plan Support periodic (at least monthly) leadership Client discussions, including key Zinnia constituents (Client Account Executive, others as needed) to assess key wins, areas of opportunity with resulting plan of action and readout in subsequent monthly Drive Client conversations on scope management with proactive data to reflect trends and options to meet targets based on priority of time, cost, scope Improve team performance by leading, mentoring, training, motivating, and building team cohesiveness, Work with the teams to continually improve project/program controls, methods and tools Drive contract review and approval process, working with internal legal teams and Client Account Exec team member prior to submission to Client Support Program and Project Manager client teams review and approve of billable effort/cost weekly, in addition to monthly invoice generation Participate in monthly finance discussions to review P&L by providing proactive information on potential project risks and mitigation steps actioned WHAT YOU'LL NEED: Bachelor's degree in business or a closely related field, Master's Degree preferred, or equivalent work experience. 10 plus years of Project Management Experience - CAPM, PMP or similar designation preferred 15 plus total technology experience Demonstrated ability to manage a project using a variety of methodologies (Waterfall, Agile, Scrum, Kanban, etc). 4-6 years in an Agile environment preferred Demonstrated understanding and experience within full software development project lifecycle in complex technical environments. Knowledge of project management tools and software such as Microsoft PowerPoint, Excel, Visio, SharePoint, Jira, etc. Experience with third-party system support with preference given to insurance / financial services platforms. Knowledge of IT systems, governance and compliance. Proven problem solving, decision making, analytical and organizational skills are required. Ability to tailor communications and influence critical decisions with a variety of stakeholders. Capability to work within broadly defined parameters. Strong results orientation, organization and management skills. Lead and focus the efforts of others to established goal. Effectively drive results with cross-functional teams in a matrixed organization. Experience with conversions and implementations. Mentor Technical Project Managers as required. Develop relationships, with a strong focus on communication and change management. Knowledge of annuities and life products PMI- ACP, CSM or equivalent preferred Able to travel a minimum of 10% of the time. WHAT'S IN IT FOR YOU? Zinnia offers excellent career progression and competitive compensation. We offer great benefits, including health/dental insurance, parental leave, profit sharing, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more. The expected salary range for this position is $180,000 - $200,000, dependent on skills and location. The salary range is a good faith estimate based on what a successful candidate might be paid in certain Company locations. All offers presented to candidates are carefully reviewed to ensure fair, equitable pay by offering competitive salaries that align with the individual's skills, education, experience, training, and geographic location and may be above or below the stated amounts. We're looking for the best and brightest innovators in the industry to join our team. At Zinnia, you collaborate with smart, creative professionals who are dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform how insurance is done. Visit our website at ************** for more information. Apply by completing the online application on the careers section of our website. We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability. Notice for California residents: Information about how we collect and use your personal information can be found here #J-18808-Ljbffr

Account Manager, Employee Benefits page is loaded## Account Manager, Employee Benefitsremote type: Hybrid Workinglocations: Encino, CAtime type: Full timeposted on: Publié il y a plus de 30 joursjob requisition id: R0029738Job Description**IGNITE YOUR PASSION \* IMPACT WHAT MATTERS****WHO WE ARE.**Breaking Boundaries for 25 years - and counting.The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.**WE LOVE OUR PEOPLE & OUR PEOPLE LOVE US.**We have the competitive, exciting, and friendly work environment you are seeking. We strategically position our employees for longevity and success by investing in their future and providing continuous opportunities for growth and development*.* Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. We welcome ALL candidates and are proud of our wonderfully diverse employee population.**WE'LL TAKE CARE OF YOU.**We care about our people, and we mean it. We reward our talented professionals with a competitive salary, bonus potential, and a variety of benefits to help you reach your health, retirement, and professional goals. Our suite of benefits includes PPOs, HMO, HSA, FSA, vision coverage, dental coverage, pet insurance, paid time off, a generous 401k plan and more!**THE OPPORTUNITY:**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.We are seeking an experienced **Account Manager I** who is able to manage small groups under 100 and large groups under 200. This role works collaboratively with the service team to provide provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day-to-day contact and provides resolution for client questions and issues.Responsibilities:* Develops client relationships with HR Manager/Directors as well as C-Suite* Develops a plan to meet client's short and long-term needs throughout the year* Manages the RFP and marketing process* Collaborates with Producer in the renewal planning process* Advises and guides clients in compliance matters.* Manages and facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices.* Understands and can explain all aspects of carrier renewals for assigned clients* Maintains client relationships, supports client retention, maintains strong carrier relationships, and understands client needs.* Manages claims and coverage issue resolution for clients' employees when elevated from HR.* Develops open enrollment presentations in Microsoft PowerPoint software for employees and HR Managers as needed.**WHAT YOU BRING TO THE TABLE:*** hold a high school diploma/GED (college degree strongly preferred)* have at least 3+ years of related employee benefits, account-service experience within a brokerage environment* Knowledge of employee benefits and related legislation such as ACA, COBRA and HIPAA.* are currently licensed in good standing* have the confidence and demeanor to effectively interact with all levels within the organization* have strong organizational and communication skills* have a keen attention to detail* are computer literate - Microsoft Office Suite and Outlook***\*This can be a hybrid role (3 days/week in an office) and can report to any office in the Los Angeles or Orange County area.*** \**The expected salary range for this position is **$68,640 to $75,000** 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.***TAKE THE FIRST STEP TOWARD AN AMAZING FUTURE.**We want to meet you! Apply today and start your journey to a better tomorrow.#LI-NM1 .Department Account Management & ServiceRequired Experience: 2-5 years of relevant experience Required Travel: No Travel RequiredRequired Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.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

**Job Summary** Your role as a PDM is to recruit and interview PTM and SPA candidates, deploy divisional communication, manage SPA/PTM activity, develop PTMs, build PTM business plans, maintain and manage relationships with partners including Payments Dealers, and business networking groups as well as Outside Sales POS/Payments team while monitoring and adhering to corporate sales policies. Suggested change...Develop, manage, and enhance partnerships across internal teams and external organizations, fostering collaboration and adherence to corporate sales policies and objectives. **Responsibilities** Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date.Responsible for achieving minimum production requirements, including Install Margin Goal % Additional responsibilities may be assigned as needed**Minimum Qualifications** Exceptional written and verbal communication skills, including effective speaking before groups Ability to manage multiple tasks simultaneously to maintain consistent sales results each month Strong interpersonal skills Ability to take charge and complete objectives Strong industry knowledge, as well as working knowledge of the sales process Ability to develop innovative approaches to problem solving Ability to work independently while upholding organizational culture Ability to be in the field, a minimum of 50% of the time **Preferred Qualifications** Bachelor's Degree or a combination of formal training and/or relevant work experience At least 3-5 years of outside sales and sales management experience**Competencies** **Compensation (pay transparency) and Benefits** It's W2! Medical, Dental, Life, & Disability benefits to keep you healthy and happy.We're not messing around with compensation. A first-year professional may expect an average of * **Physical Wellness:** Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.* **Mental Wellness:** Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.* **Financial Wellness:** Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.* **Family Care:** Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.* **… and so much more!** #J-18808-Ljbffr

Start Your Career at A-MAX Insurance! At A-MAX Insurance, we are growing fast, and we want YOU to be part of our success! For over 20 years, we have been helping our employees grow and reach their goals, and we are looking for motivated people ready to start their journey with us. About A-MAX Insurance: A-MAX is an industry leader that specializes in providing low-cost insurance to thousands of customers and businesses. We are dedicated to exceeding expectations by continuing to set forth our commitment of providing excellent service, affordable rates, and convenient locations. We believe that buying insurance should be quick, easy, and hassle-free; which is why we have made it our mission to simplify insurance by providing easy-to-understand, customized policies that best fit the needs and budgets of our customers. A-MAX actively fosters the growth of our employees and company to maximize our positive impact on the community. Our motivation is to provide sustainable career opportunities for our employees and reward them for their dedication and commitment. A-MAX has aided in the economic growth of local communities by more than tripling our workforce and adding more jobs in low-to-middle-income neighborhoods. Why Join Us? Why A-MAX Insurance? * We invest in YOU - From day one, we provide intensive training to help you succeed in insurance sales. We cover the cost of your licensing and offer ongoing support to help you grow in your career. We are offering more than just a job, this is an opportunity to build your future with a supportive and dynamic team. Apply now and see how far you can go! Compensation * Salary PLUS Bonuses * Bi-weekly Payroll Comprehensive Benefits * Medical, Dental, and Vision Insurance * Voluntary Benefits * FREE Basic Life Insurance & Long-Term Disability Coverage Time Off & Work-Life Balance * Paid Holidays Financial Security & Retirement * 401(k) Retirement Savings Plan with up to a 4% Company Match * Short Waiting Period for Retirement Benefits Career Growth & Support * Career Pathing & Advancement Opportunities * Paid Training & Licensing Assistance

Job DescriptionDescription: WHO WE ARE C3 is different and we like it that way. Our mission is to bring color and a fresh perspective. Our vision is to create peace of mind. At C3, our Client Executives act as thought leaders within our organization, demonstrating qualities C3 leadership wants to perpetuate in others, and that others aspire to. Our Client Executives lead service teams comprised of the different roles required to provide the exemplary service that sets C3 apart from our competitors. WHO YOU NEED TO BE You are the best of the best. Your producers and clients love you and you know how to keep them delighted! You hold an active unrestricted Property & Casualty Brokers License, 10 years of industry experience, with a minimum of 5+ years' experience in a Client Manager or Client Advisor role. Clients gravitate to you… when you present proposals and lead or participate in meetings, clients lean in and care about what you have to say. You have the needed leadership skills, expertise, and experience to lead a team of service professionals in ensuring the best client experience for new and renewal marketing, placement, and policy delivery. You know that quality is key, and your attention to detail is one of your best traits, along with being well organized, proficient at math skills, critical thinking, and having great written and oral communication skills. Technology is your friend- you usually know all the shortcuts, and what you don't know, you learn quickly. You know that attitude is everything. You come to work ready to be a team player every day, even if that means having to step up to other duties from time to time. The ability to multi-task is your friend. If you have a bachelor's degree and/or Insurance Designation that's a plus in your favor! THE JOB A Client Executive contributes to C3's success by being a technical resource to create consistency and technical expertise for the Property & Casualty Department. They are responsible for an assigned book of business. In addition to performing the following tasks: Model the C3 culture to service teams through demonstration of company values, mission, and vision. Provide guidance to team on coverage, process adherence, and quality standards. Guide team members in meeting internal Key Performance Indicators, monitoring results, and reporting on SLA's and KPI's monthly, quarterly, and annually. Monitor service level adherence based on client segment to include the following activities: Meet regularly with Producers to update, advise, and inform. Coordinate all activities on accounts. Complete and/or review new and renewal proposals. Participate and/or lead in all meetings with clients. Prepare and present pre-renewal strategy documents. Provide support and develop strong client relationships. Participate in client claims reviews, consult, and follow up on related claims and coverage matters as needed. Participate in new business development and presentations. Manage all facets of the renewal process: Initiate client contact and orchestrate renewal strategy meetings. Coordinate early renewal negotiations with incumbent carriers. Oversee the process of preparing and updating specifications. Pursue opportunities to round out existing client insurance programs with additional and/or increased lines of coverage Coordinate coverage placement through marketing efforts and provide direction to the service team Review all quotes and manage coverage comparisons and rate negotiations Prepare and deliver proposals. Prepare all binding instructions to carriers. Manage Expiration Lists Establish and consistently maintain effective and positive working relationships with all associates and clients. Ability to prioritize tasks, set and achieve goals, think logically in solving problems, and present results neatly, with clarity and precision in both oral and written format. Ability to present complicated information to a variety of interest groups in a clear and unambiguous way, connecting with the group in terms of style and content. Has a deep understanding of the P&C marketplace and is able to underwrite and market accounts providing competitive insurance solutions to our clients. Stay up to date on industry trends and changes including state and governmental regulations. Participate in continuing education and industry events. Support carrier relationships and build contacts through industry partnerships and associations. Maintain confidentiality in review of client's financial documents to include financials, credit information, business plans and contracts. Maintain files and documentation of communication following company policy and professional standards outlined by the Department of Insurance. Adherence to the stated expectations of the C3's Quality Management Program. May also be a Team Lead over a team or department. Team Lead duties include preparing and delivering performance reviews and compliance with C3's Performance Improvement Process. Perform other responsibilities and duties as needed. THE FINE PRINT Work Environment & Physical Demands You must be able to use a keyboard and other office equipment. Willing to attend industry events and travel to client's sites required, with occasional overnight stays on out-of-state site visits. C3 is an equal opportunity employer. At C3 Risk & Insurance Services, we offer: Competitive salary 100% employer-paid benefits 401K match Opportunities for growth Flexible working schedules Unlimited PTO to support work/life balance (with a two-week minimum) Fun atmosphere No micromanagement Opportunity to work from home/remote The applicable base salary range for this role is $145,000 to $175,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. Requirements:

Full-time Description WHO WE ARE C3 is different and we like it that way. Our mission is to bring color and a fresh perspective. Our vision is to create peace of mind. At C3, our Client Executives act as thought leaders within our organization, demonstrating qualities C3 leadership wants to perpetuate in others, and that others aspire to. Our Client Executives lead service teams comprised of the different roles required to provide the exemplary service that sets C3 apart from our competitors. WHO YOU NEED TO BE You are the best of the best. Your producers and clients love you and you know how to keep them delighted! You hold an active unrestricted Property & Casualty Brokers License, 10 years of industry experience, with a minimum of 5+ years' experience in a Client Manager or Client Advisor role. Clients gravitate to you… when you present proposals and lead or participate in meetings, clients lean in and care about what you have to say. You have the needed leadership skills, expertise, and experience to lead a team of service professionals in ensuring the best client experience for new and renewal marketing, placement, and policy delivery. You know that quality is key, and your attention to detail is one of your best traits, along with being well organized, proficient at math skills, critical thinking, and having great written and oral communication skills. Technology is your friend- you usually know all the shortcuts, and what you don't know, you learn quickly. You know that attitude is everything. You come to work ready to be a team player every day, even if that means having to step up to other duties from time to time. The ability to multi-task is your friend. If you have a bachelor's degree and/or Insurance Designation that's a plus in your favor! THE JOB A Client Executive contributes to C3's success by being a technical resource to create consistency and technical expertise for the Property & Casualty Department. They are responsible for an assigned book of business. In addition to performing the following tasks: Model the C3 culture to service teams through demonstration of company values, mission, and vision. Provide guidance to team on coverage, process adherence, and quality standards. Guide team members in meeting internal Key Performance Indicators, monitoring results, and reporting on SLA's and KPI's monthly, quarterly, and annually. Monitor service level adherence based on client segment to include the following activities: Meet regularly with Producers to update, advise, and inform. Coordinate all activities on accounts. Complete and/or review new and renewal proposals. Participate and/or lead in all meetings with clients. Prepare and present pre-renewal strategy documents. Provide support and develop strong client relationships. Participate in client claims reviews, consult, and follow up on related claims and coverage matters as needed. Participate in new business development and presentations. Manage all facets of the renewal process: Initiate client contact and orchestrate renewal strategy meetings. Coordinate early renewal negotiations with incumbent carriers. Oversee the process of preparing and updating specifications. Pursue opportunities to round out existing client insurance programs with additional and/or increased lines of coverage Coordinate coverage placement through marketing efforts and provide direction to the service team Review all quotes and manage coverage comparisons and rate negotiations Prepare and deliver proposals. Prepare all binding instructions to carriers. Manage Expiration Lists Establish and consistently maintain effective and positive working relationships with all associates and clients. Ability to prioritize tasks, set and achieve goals, think logically in solving problems, and present results neatly, with clarity and precision in both oral and written format. Ability to present complicated information to a variety of interest groups in a clear and unambiguous way, connecting with the group in terms of style and content. Has a deep understanding of the P&C marketplace and is able to underwrite and market accounts providing competitive insurance solutions to our clients. Stay up to date on industry trends and changes including state and governmental regulations. Participate in continuing education and industry events. Support carrier relationships and build contacts through industry partnerships and associations. Maintain confidentiality in review of client's financial documents to include financials, credit information, business plans and contracts. Maintain files and documentation of communication following company policy and professional standards outlined by the Department of Insurance. Adherence to the stated expectations of the C3's Quality Management Program. May also be a Team Lead over a team or department. Team Lead duties include preparing and delivering performance reviews and compliance with C3's Performance Improvement Process. Perform other responsibilities and duties as needed. THE FINE PRINT Work Environment & Physical Demands You must be able to use a keyboard and other office equipment. Willing to attend industry events and travel to client's sites required, with occasional overnight stays on out-of-state site visits. C3 is an equal opportunity employer. At C3 Risk & Insurance Services, we offer: Competitive salary 100% employer-paid benefits 401K match Opportunities for growth Flexible working schedules Unlimited PTO to support work/life balance (with a two-week minimum) Fun atmosphere No micromanagement Opportunity to work from home/remote The applicable base salary range for this role is $145,000 to $175,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. Salary Description $145,000 to $175,000 per year

Our Role: Fred C. Church's Connecticut office is a cornerstone of the Agency's future growth. Duble & O'Hearn's Private Client Group is a well-established insurance agency in the HNW space. As a Client Executive on this team, you will be asked to increase new opportunities, throughout the Northeast, Tri-State area and down into the Mid-Atlantic, as well as take responsibility of long-standing client accounts. It is hoped the Client Executive can spend time in our brand-new office in New Haven. For the right candidate, considerations can be made for remote work along the through the Tri-State (CT, NJ and NY) and mid-Atlantic areas (PA, MD, VA and DC). Its Responsibilities: Drive new sales. Generating referrals is vital to connecting with high net worth clientele Ability to create strong relationships and build centers of influence with referral sources (family offices, attorneys, wealth advisors, realtors and so forth) Discuss marketing and pricing options, review coverage gaps and analyze claims history Work with management to continually improve our customer service offering through unique value added services Serve as an advisor & consultant to ensure the client's changing risk management needs are addressed. Provide proactive risk management advice to current clients Participate with support staff in stewardship meetings where appropriate Identify and close potential cross-sell opportunities When needed be involved with more complicated claims situations Work with support team to resolve client issues Your Qualifications: At least three (3) years of prior sales experience in personal lines insurance or financial services BS/BA degree in Business, Finance, Marketing or another relevant discipline required Provided you have local market knowledge & existing relationships, the agency can train you on high net worth personal lines if you come from a middle market background or related financial services career. Able to convey the value of personal insurance through Fred C. Church Success in meeting or exceeding regular sales targets Excellent communication (written, verbal and presentation), interpersonal, networking, relationship building, problem solving and decision making skills required Current Personal Lines license, preferred; if not currently licensed, it is required within 3 months of employment Your Attributes: Motivated to continue building a sales career Desire to learn the unique characteristics of private client group networking, marketing and carrier negotiations. Proven track record of developing referral relationships that produce results. Ability to maintain professional and productive relationships with other staff, working closely with other departments where applicable Excellent organizational skills Consistent attention to detail and accuracy in all aspects of work Excellent documentation Demonstrate flexibility in prioritizing meeting deadlines and juggling multiple assignments Strong computer skills including, but not limited to, Excel, Word, and Outlook Please include your resume and a cover letter when applying. No phone calls, please. Fred C. Church is an equal opportunity employer and values diversity. All employment is decided on the basis of qualifications, merit and business need. We celebrate diversity and are committed to creating an inclusive environment for all employees. Come join us!

True Benefit, An Amwins Company, is conducting a candidate search for a Client Success Executive, specializing in the health insurance industry for Northern NJ, NYC (hybrid). At True Benefit, An Amwins Company, we excel at crafting comprehensive strategies for employee benefit programs, managing over $2.3B of health care premiums for 150,000+ insured employees nationwide. Amwins Group (our parent company) is the largest wholesale property & casualty brokerage and group insurance administrator in the U.S. with annual placed premiums over $44.5B. Position Overview Responsible for managing, retaining, and growing an existing block of business, gaining exposure to all aspects of the business with a specific focus on profitable client retention and implementation in collaboration with other client stakeholders and business owners to maximize account management effectiveness. This client-facing role is primarily on-site at multiple client locations, reports to the VP Client Success and requires daily ongoing contact with our client's Human Resource Business Partners, Key Account Executives, and Client Relations Executives as well as their employer and customers. Candidates must have a proven track record in group health insurance, employee benefits and account management. Responsibilities Manage and retain a defined book of business with the primary focus on retaining the "best-fit" employer-customer, identifying profitable employer-customers and growing Worksite Employee counts in support of client's business objectives. Communicate, lead, and influence others to achieve desired goals and objective of annual retention plan in assigned market(s). Identify at risk employer-customers and formulate strategic action plans using in depth understanding of Group Health Insurance, Employee Benefits and product positioning including benefit analysis, plan design comparisons, premium contribution modeling and other tools to drive client retention. Utilize risk management techniques, to balance multiple carrier loss ratios against client's business and sales growth objectives by identifying high risk employer-customers and developing strategies to ensure premium adequacy and retention. Lead continuous process improvements for employer-customer implementation, open enrollment, and benefit service support teams. Assist in developing and facilitating training curriculum for key stakeholders. Build strong cross-functional collaborative relationships with our client's implementation, Carrier Relations and Benefit Service teams and other internal/external constituents to meet plan and market objectives. Travel regularly within assigned markets. Approximately 25%. Qualifications 5+ years of Account Management experience in the health insurance industry. Strong knowledge of managed care delivery system and Health Care Reform (e.g., PPACA, etc.). Ability to articulate health benefits and a HCM value proposition and impact on employer financials. NJ and NY Life & Health Producer License (or ability to obtain within 90 days of hire date). Preferred: experience with Human Capital Management (HCM) Vendor/Solutions and/or Professional Employer Organization (PEO) environments. Excellent communication and presentation/trainings skills. Proficient in Microsoft Office Products; Power BI or other Business Intelligence tools. Travel Annual 5-day trip to the client's National Open Enrollment conference in January/ February; location TBD by client. Weekly travel to primary work locations required during Open Enrollment (February through May) and may include overnight stays as applicable. At minimum, quarterly travel to client's regional locations in and out of state; additional travel required with sufficient notice. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Equal Opportunity Policy: The acceptance of the requested information for consideration and referral of candidates will be without regard to a candidate's race, creed, color, age, gender, marital status, veteran status, national origin, sexual orientation/identification/expression, disability status, or weight and will be based solely on the candidate's qualifications for the position. We are an equal opportunity employer.

Company:Description: ssume responsibility for World Class Client accounts and other accounts as assigned. Client Executive Service associates act as a leader for the service team members to include Client Administrators and Client Managers, as well as Marketing and Risk & Loss associates as the need for their expertise occurs. Essential Duties & Responsibilities Oversee ongoing account service activities. Prepare monthly production and activity reports. Manage/collect receivables in conjunction with Client Sales Executive. Meet regularly with Client Sales Executive to update, advise and inform. Coordinate activities on accounts. Review and deliver summary, proposals and policies. Lead, present and participate in meetings with clients. Maintain current Insurance Summaries on all accounts. Update COW's annually on all accounts. Meet World Class Client service commitments (Stewardship Report, Pre-Renewal Meetings, etc.) Participate in new business development and proposals with Client Sales Executive. Pursue opportunities to round out existing client programs with additional and/or increased lines of coverage. Coordinate coverage placement through managing the direction provided to service team. Deliver binders and invoices. Manage all facets of renewal process. Initiate client contact and orchestrate renewal strategy meetings. Gather renewal underwriting information. Oversee process of preparing and updating underwriting specifications. Coordinate coverage placement through instructions provided to Marking and Client Administrator, review and deliver binders, invoices, etc. Advise, inform and involve Client Sales Executive, as required in marketing process. Prepare and deliver proposals. Prepare all orders and instructions to Client Administrator. Manage expiration lists. Act as a leader for the service team members. Create an environment oriented to trust, open communication, and cohesive team effort. Facilitate problem solving and collaboration when faced with client difficulties. Focus the team on the internal and external client requirements, familiarizing them with client specifications, work procedures and processes, quality standards, techniques and tools to support task performance. Provide necessary business information to enhance the team's professional development. Ensure deliverables are prepared to satisfy client requirements, cost and schedule. Work closely with department Manager and Director of Client Services to obtain necessary resources to support the team's requirements, discuss project impediments, and to escalate issues which cannot be resolved by the team. Establish and consistently maintain effective and positive working relationships with Associates and clients. Education and/or Experience Bachelor's degree plus 3 or more years of daily World Class Client service experience is required; or, a minimum of 6 years industry experience showing increasing responsibility directly related to the performance of the above duties including 3 or more years of daily World Class Client service. Maintain a valid unrestricted California Fire & Casualty Solicitors license and a valid Drivers license. Achieve and maintain advanced insurance designations applicable to the above duties such as CPCU or CIC designations. Excellent understanding of insurance terminology, trends and factor influencing the industry, and the various lines of Business Insurance insurance. Proficiency with MS Office Software (Word, Excel, Outlook). Prioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form. Ability to present complicated information to a variety of interest groups in a clear and unambiguous way, connecting with the group in terms of style and content. #LI-DNI The applicable base salary range for this role is $92,400 to $172,100.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.Applications will be accepted until:January 30, 2026

True Benefit, An Amwins Company, is conducting a candidate search for a Client Success Executive, specializing in the health insurance industry for Northern NJ, NYC (hybrid). At True Benefit, An Amwins Company, we excel at crafting comprehensive strategies for employee benefit programs, managing over $2.3B of health care premiums for 150,000+ insured employees nationwide. Amwins Group (our parent company) is the largest wholesale property & casualty brokerage and group insurance administrator in the U.S. with annual placed premiums over $44.5B. Position Overview Responsible for managing, retaining, and growing an existing block of business, gaining exposure to all aspects of the business with a specific focus on profitable client retention and implementation in collaboration with other client stakeholders and business owners to maximize account management effectiveness. This client-facing role is primarily on-site at multiple client locations, reports to the VP Client Success and requires daily ongoing contact with our client's Human Resource Business Partners, Key Account Executives, and Client Relations Executives as well as their employer and customers. Candidates must have a proven track record in group health insurance, employee benefits and account management. Responsibilities Manage and retain a defined book of business with the primary focus on retaining the "best-fit" employer-customer, identifying profitable employer-customers and growing Worksite Employee counts in support of client's business objectives. Communicate, lead, and influence others to achieve desired goals and objective of annual retention plan in assigned market(s). Identify at risk employer-customers and formulate strategic action plans using in depth understanding of Group Health Insurance, Employee Benefits and product positioning including benefit analysis, plan design comparisons, premium contribution modeling and other tools to drive client retention. Utilize risk management techniques, to balance multiple carrier loss ratios against client's business and sales growth objectives by identifying high risk employer-customers and developing strategies to ensure premium adequacy and retention. Lead continuous process improvements for employer-customer implementation, open enrollment, and benefit service support teams. Assist in developing and facilitating training curriculum for key stakeholders. Build strong cross-functional collaborative relationships with our client's implementation, Carrier Relations and Benefit Service teams and other internal/external constituents to meet plan and market objectives. Travel regularly within assigned markets. Approximately 25%. Qualifications 5+ years of Account Management experience in the health insurance industry. Strong knowledge of managed care delivery system and Health Care Reform (e.g., PPACA, etc.). Ability to articulate health benefits and a HCM value proposition and impact on employer financials. NJ and NY Life & Health Producer License (or ability to obtain within 90 days of hire date). Preferred: experience with Human Capital Management (HCM) Vendor/Solutions and/or Professional Employer Organization (PEO) environments. Excellent communication and presentation/trainings skills. Proficient in Microsoft Office Products; Power BI or other Business Intelligence tools. Travel Annual 5-day trip to the client's National Open Enrollment conference in January/ February; location TBD by client. Weekly travel to primary work locations required during Open Enrollment (February through May) and may include overnight stays as applicable. At minimum, quarterly travel to client's regional locations in and out of state; additional travel required with sufficient notice. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Equal Opportunity Policy: The acceptance of the requested information for consideration and referral of candidates will be without regard to a candidate's race, creed, color, age, gender, marital status, veteran status, national origin, sexual orientation/identification/expression, disability status, or weight and will be based solely on the candidate's qualifications for the position. We are an equal opportunity employer. Pursuant to New York regulation, the compensation range for this position is as stated and includes eligibility for performance-based bonuses. New York Pay Range$135,000-$150,000 USD

Company:Description: 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. More than 11,000 of 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 thrive as a Employee Health & Benefits Client Executive at Marsh McLennan Agency (MMA). MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 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). Applicants must be within driving distance to our Alpharetta, GA office to be considered for this role and have the ability to commute to the office a minimum of three days per week. A day in the life. As a Employee Health & Benefits Client Executive, you will: Business Development: Identify and pursue new business opportunities within the employee health and benefits market. Develop and maintain a robust pipeline of prospective clients through networking, referrals, and outreach efforts. Conduct presentations and proposals to prospective clients, showcasing the company's offerings and value proposition. Client Relationship Management: Serve as the primary point of contact for assigned clients, building and nurturing strong relationships. Understand client needs and objectives, providing strategic guidance and support to enhance their employee benefits programs. Share responsibility for overall strategic management and focus of client engagement. Plan Design and Implementation: Collaborate with clients to design and implement employee health and benefits plans that align with their goals and budget. Conduct needs assessments and market analysis to recommend appropriate benefits solutions. Renewals and Negotiations: Lead the renewal process for client accounts, including market analysis, proposal development, and negotiations with carriers. Analyze and present renewal options, ensuring clients understand the implications of their choices. Compliance and Regulatory Oversight: Stay informed about changes in health care regulations and compliance requirements, advising clients accordingly. Ensure all client plans comply with federal and state regulations, including ACA, ERISA, and HIPAA. Reporting and Analytics: Provide clients with regular reports and analytics on their benefits programs, including utilization, cost trends, and employee feedback. Use data to identify opportunities for improvement and cost savings. Collaboration and Team Support: Work closely with internal teams, including account management, underwriting, and customer service, to ensure seamless service delivery. Prepare and participate in sales presentations, strategic assessments, RFP responses, open enrollment, and other client-related meetings. Consultative and Strategic Planning: Provide consultative and strategic planning for clients, under the direction of the Producer(s). Prepare, analyze, and present reports for clients, including quarterly reports, renewal analysis, and ACA reporting. Our future colleague. We'd love to meet you if your professional track record includes these skills: Bachelor's Degree in Business, Finance, Human Resources, or a related field, or an equivalent combination of education and work-related experience. 10+ years of work-related experience with demonstrated proficiency in multiple disciplines/processes related to the position. Strong knowledge of health and welfare benefits, including medical, dental, vision, and ancillary products. Excellent communication, negotiation, and interpersonal skills. Strong understanding of in-depth financial analysis and business acumen to interpret and discuss a client's financials and state of the industry. Proficient with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and benefits administration software. Relevant certifications (e.g., CEBS, SHRM) are a plus. 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 our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work. Some benefits included in this role are: Medical, dental and vision insurance 401K and company match program Company-paid life and disability Generous paid time off programs Employee assistance program (EAP) Volunteer paid time off (VTO) Career mobility Employee networking groups Tuition reimbursement and professional development opportunities Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check us out online: *************************** or flip through our recruiting brochure: ********************** Follow us on social media to meet our colleagues and see what makes us tick: ************************************ ********************************** ***************************** ******************************************************* 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. #MMASE

Company:Description: 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. More than 11,000 of 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 thrive as an Client Executive at Marsh McLennan Agency (MMA). MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 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). Applicants must be within driving distance to our Atlanta, GA office to be considered for this role and have the ability to commute to the office five days per week. A day in the life. As an Client Executive, you will: Provide guidance, direction and support to account team as needed for data entry into Agency Management System Tactful demonstration to carrier partners of the timing, art and understanding of the underwriter mindset in order to obtain the most desirable outcome for client. Rate and coverage negotiation for renewal and competitive quotes prior to presenting to Producer. Drives strategy and ownership of client deliverables & meeting client expectations (including proposals, stewardship, meetings, special projects etc.). Partnership: Builds client relationships at all levels (HR, Finance, Decision-makers and C-Suite). Informs account team of any significant changes relating to the client. Understands and adapts to style of client to best suit their needs. Coordinates with Client Team to review tasks, status of deliverables, provide guidance on upcoming projects Strategize on project details and give direction to the Client Team on needed tasks and sets / monitors deadlines Prepares or coordinates preparation of deliverables for all client meetings throughout the year, including scheduling meetings, working within the parameters of the client's expectations on timing and deliverables. Drives coordination of assignments with Producer feedback. Together with Producer, attends and presents deliverables to the client. Advanced understanding of available tools (Reference Connect, Playbook, MMA U) Oversight for the delivery of other resources where applicable: Subject Matter Experts (Loss Control, Communications, Claims, etc.) Provides client insight as needed to make these areas more effective & tailored to the client's strategic direction. An internal resource for team to rely on for questions related to carriers, clients for solutions. Provides New Business and Renewal Support based on the following tasks: Assists Producer in New Business Production to include: Triage (qualification of opportunity and team set up) Strategy Meeting Program Design Coordinate Preparation of RFP with Internal Resources Develop Service Plan Presentation to Prospect Renewal Strategy Meetings (Internal and External) Renewal Exposure Analysis Sends Submission to Market Performs Non-Admitted Carrier Due Diligence Performs Premium, Rate and Coverage Comparisons Finalizes Proposal and Presentation to client / prospect Submits Bind Order to Carrier Performs Premium Allocations Provides General Service Support based on the following tasks: Assists in coordination of Carrier Loss Control Recommendation Compliance Provides complex Contract Review Stewardship Review and Preparation Our future colleague. We'd love to meet you if your professional track record includes these skills: Bachelor's Degree or Equivalent Work Experience Required Advanced Degree (RMIN, Finance, Accounting) experience a plus Advanced Designation Preferred (CIC, ARM, CRM, CPCU, AIDA) 7-10 Years prior experience All Core Strengths of Sr. Client Manager plus: Emotional Intelligence, Strategic Thinking, Forward Thinking, Team leadership in conjunction with Producer Complex / loss sensitive experience required Large, multi-layer & complex risks Manages a book of business; a portion is independently managed by the Client Executive, and a portion includes Sales collaboration. Advanced application of prioritization & organizational skills Advanced project management including delegation Advanced carrier relationships Networks with Sales Directors, Sales Executives and Centers of Influence Extensive knowledge of products/lines and marketing techniques. Extensive knowledge of how products are utilized and administered. In-depth understanding of program design: Guaranteed Cost, Loss Sensitive, Captive/Self-Funded Programs, Layered/Quota Share Up to date with current trends, regulations, etc. Expert use of tools & resources to include Microsoft Office Products (Excel, PowerPoint, Word, Outlook) Exemplifies MMA Core Values: Collaboration, Passion, Innovation, Accountability Property Casualty Resident's License Required Annual CE Requirement 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 our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work. Some benefits included in this role are: Medical, dental and vision insurance 401K and company match program Company-paid life and disability Generous paid time off programs Employee assistance program (EAP) Volunteer paid time off (VTO) Career mobility Employee networking groups Tuition reimbursement and professional development opportunities Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check us out online: *************************** or flip through our recruiting brochure: ********************** Follow us on social media to meet our colleagues and see what makes us tick: ************************************ ********************************** ***************************** ******************************************************* 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. #MMASE

Company:Description: Assume responsibility for World Class Client accounts and other accounts as assigned. Client Executive Service associates act as a leader for the service team members to include Client Administrators and Client Managers, as well as Marketing and Risk & Loss associates as the need for their expertise occurs. Essential Duties & Responsibilities Oversee ongoing account service activities. Prepare monthly production and activity reports. Manage/collect receivables in conjunction with Client Sales Executive. Meet regularly with Client Sales Executive to update, advise and inform. Coordinate activities on accounts. Review and deliver summary, proposals and policies. Lead, present and participate in meetings with clients. Maintain current Insurance Summaries on all accounts. Update COW's annually on all accounts. Meet World Class Client service commitments (Stewardship Report, Pre-Renewal Meetings, etc.) Participate in new business development and proposals with Client Sales Executive. Pursue opportunities to round out existing client programs with additional and/or increased lines of coverage. Coordinate coverage placement through managing the direction provided to service team. Deliver binders and invoices. Manage all facets of renewal process. Initiate client contact and orchestrate renewal strategy meetings. Gather renewal underwriting information. Oversee process of preparing and updating underwriting specifications. Coordinate coverage placement through instructions provided to Marking and Client Administrator, review and deliver binders, invoices, etc. Advise, inform and involve Client Sales Executive, as required in marketing process. Prepare and deliver proposals. Prepare all orders and instructions to Client Administrator. Manage expiration lists. Act as a leader for the service team members. Create an environment oriented to trust, open communication, and cohesive team effort. Facilitate problem solving and collaboration when faced with client difficulties. Focus the team on the internal and external client requirements, familiarizing them with client specifications, work procedures and processes, quality standards, techniques and tools to support task performance. Provide necessary business information to enhance the team's professional development. Ensure deliverables are prepared to satisfy client requirements, cost and schedule. Work closely with department Manager and Director of Client Services to obtain necessary resources to support the team's requirements, discuss project impediments, and to escalate issues which cannot be resolved by the team. Establish and consistently maintain effective and positive working relationships with Associates and clients. Education and/or Experience Bachelor's degree plus 3 or more years of daily World Class Client service experience is required; or, a minimum of 6 years industry experience showing increasing responsibility directly related to the performance of the above duties including 3 or more years of daily World Class Client service. Maintain a valid unrestricted California Fire & Casualty Solicitors license and a valid Drivers license. Achieve and maintain advanced insurance designations applicable to the above duties such as CPCU or CIC designations. Excellent understanding of insurance terminology, trends and factor influencing the industry, and the various lines of Business Insurance insurance. Proficiency with MS Office Software (Word, Excel, Outlook). Prioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form. Ability to present complicated information to a variety of interest groups in a clear and unambiguous way, connecting with the group in terms of style and content. Work Environment & Physical Demands Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones. Work is performed in a typical interior/office work environment. Travel to client sites will be required. Usually travel is within driving distance, but may occasionally consist of a 1 to 2 night stay. #MMAwest #MMABI #LI-DNI The applicable base salary range for this role is $90,100 to $167,900.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.

Company:Description:Summary Responsible for retention of existing business and the development of business within those assigned accounts. Client Service Executive associates act as a leader for the Client Service Team members to include Benefit Analysts and Client Managers. Essential Duties & Responsibilities Oversee ongoing client service activities. Meet with the client throughout the year to ensure a high level of service and that client expectations are being met. Responsible for meeting business retention goals. Participate in development of new business with existing clients by rounding out programs with additional and/or increased lines of coverage. Develop strong business relationships and client trust. Ensure client compliance with annual Form 5500 filing procedures as applicable. Advise Client Service Team, if needed, in resolving routine client concerns. Investigate any reoccurring and non-routine client and carrier concerns and bring to a successful resolution. Manage the renewal of existing plans. Coordinate coverage placement through instructions provided to Client Service Team. Provide direction to Client Service Team in the preparation of employee communication materials. Advise, inform and involve Client Sales Executive as required in marketing process. Prepare and present renewal outcomes to the client in a timely manner. Recommend improvements based on changing employee benefit legislation, suggest strategies to address client concerns, and provide resolutions if discrepancies, errors or inconsistencies are contained within the information. Conduct employee meetings to communicate benefit options as needed. Responsible for reviewing contracts, plan documents, Summary Plan Descriptions and other legal documents for accuracy and ensuring all material is sent to client in a timely manner. Act as a leader for Client Service Team members. Create an environment oriented to trust, open communication, and cohesive team effort. Facilitate problem solving and collaboration when faced with client difficulties. Focus the team on client requirements, familiarizing them with client specifications, work procedures and processes, quality standards, techniques and tools to support performance. Provide necessary business information to enhance the team's professional development. Ensure deliverables satisfy client requirements, cost and schedule. Work closely with Director of Employee Health & Benefits Division, Benefits Service Manager and Director of Operations to obtain necessary resources to support the team's requirements, discuss project impediments, and to escalate issues which cannot be resolved by the team. Prepare quarterly production and activity reports. Ensure good file maintenance with documentation of account issues and maintenance of the Agency Management System. Establish and consistently maintain effective and positive working relationships with Associates and clients. Education and/or Experience A minimum of seven to ten years' experience servicing large client group (50+ lives) health and benefit products. Bachelor degree strongly preferred. Professional history must show increasing levels responsibility directly related to the performance of the above duties. Strong familiarity with the Employee Health & Benefits marketplace to include unique business industry needs, educational and professional development associations, carriers, and other broker agencies. Current technical knowledge and understanding of Employee Benefit federal and state legislation. Ability to make independent decisions and use good judgment in addressing and servicing client needs. Strong communication skills with the ability to provide non-technical explanations to technical matters, and summarize and present information in a clear, concise and accurate written and verbal format. Maintain a valid unrestricted Life and Disability License in California and meet the continuing education requirements. If involved in the sale of Long Term Care, the individual must maintain the proper certification through continuing education. Maintain a valid California driver's license and dependable transportation. Must have knowledge of personal computing with the ability and willingness to learn and use all computer programs as required. Work Environment & Physical Demands Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones. Work is performed in a typical interior/office work environment. Travel to client sites is required. Usually travel is within driving distance, but may occasionally consist of 2 - 5 night stay out of town Extended work hours (10 - 12 hrs/day) required on occasion to attend and participate in networking and industry functions that begin before the workday, and may extend into the evening. #LI-DNI The applicable base salary range for this role is $90,100 to $167,900.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.

The Plexus Groupe is looking for candidates who dream big. We have an opening for a Client Executive within the Employee Benefits Practice at our Dallas office. Do you enjoy strategizing with clients on best-in-class solutions? Do you want to be part of a company growing faster than ever? If you prefer a balance of working with data and people, you thrive in a fast-paced environment with deadlines, and you have strong attention to details and follow through, please keep reading… Summary: Directs a staff of professionals in support of the designated team's business objectives and client management principles such that revenue and profit expectations are achieved - in so doing is responsible for personally managing a dedicated book of business. Job Responsibilities: Associate Management and Development - employs qualified and capable professionals able to satisfy service expectations, compliance, and reporting requirements and provide strategic, operational, and tactical support to dedicated clients. Ensures performance and development plans are in affect for all staff and meets regularly with each to ensure established professional management and development tenets are maintained across the Client management team. Expanded Business Revenues - ensures the requisite focus and attention is given to growing revenues across the Client management team, and includes, but is not limited to, supporting the acquisition of new clients, and selling additional services and/or products to existing clients. Profitability - ensures the appropriate attention is paid to expense management and labor utilization in order to maximize profits and produce a positive return on the investment of staff's time which is being devoted to client service and support Client Persistency - ensures the proper attention, processes and feedback mechanisms are in place in order to maintain a persistency rate consistent with practice expectations. Due to the relationship nature of this profession the incumbent is expected to spend seventy-five percent of their time working on and interacting with clients. Client Satisfaction - ensures an honest, straight-forward, and open relationship exists with all clients in order to promote a strong working partnership between the client and their client team - it is expected that such transparency will promote positive client satisfaction and mutual trust. Vendor Management - ensures business partnerships are maintained with all key carriers and third- party vendors in order to best promote the interests of our clients, to pro-actively identify and address issues in an effective manner and to ensure their client management team remains current on any planned/announced changes by a vendor which might impact our client(s). Industry Presence, Knowledge, and Application - dedicates necessary time and energy to remain abreast of key changes across the industry, (including competitive practices and regulatory or legislative changes) and works diligently to assess the impact such changes will have on our clients, our Employee Benefits practice, and The Plexus Groupe Client Meetings and Presentations - leads the Client management team to ensure all key interactions between The Plexus Groupe and our clients are constructive, thoughtful, and produce the expected value and results. Required Experience: BA/BS degree or equivalent experience. 7+ years of client management experience, with 10+ years of general Employee Benefits experience Proven professional history of success at managing a senior level client relationships and producing new and expanded business Proven understanding of fundamental benefit laws, regulations and compliance standards. This role will be required to travel up to 25% of the time. State Life and Health license is required; industry professional designation a plus. Ability to communicate with all levels of an organization, verbally and in writing required. Excellent attention to detail is required. Proficient in MS Office Suite, especially Excel and PowerPoint. The Plexus Groupe is driving the next chapter in the insurance industry with innovation, passion, and excellence. If you are looking to make an impact, and if you seek the freedom and flexibility of a progressive firm with the prowess, technology, and resources of an industry leader, we should talk. Compensation and Benefits: The approximate annual salary range for this position is $140,000 - $170,000. Please note the range provided is a good faith estimate at the time of the posting. Actual compensation within that range is based on a wide variety of factors unique to each candidate, including but not limited to, individual qualifications, depth of experience, knowledge, skills, applicable certifications, and physical work location(s). The Plexus Groupe offers a comprehensive benefits package and perks for regular, full-time positions. Please access the following link for additional details: ***************************************** At The Plexus Groupe, we believe in putting people first, focusing on value, service and lasting partnerships, providing authentic leadership, embracing a team approach to drive accountability and innovation, and delivering straight talk to our clients and employees. Learn more about why we are #ProudlyPlexus The Plexus Groupe is a Top 100 independent insurance advisory firm, backed by our knowledgeable team, cutting-edge resources, and a global network of partnerships. We specialize in comprehensive services across Benefit Administration Technology, Business Insurance, Employee Benefits, Private Client, and Retirement Services. As a proud partner of Assurex Global-the world's largest association of privately held insurance brokers-our risk management professionals provide tailored solutions to meet the diverse needs of our clients worldwide. Headquartered in Deer Park, IL, with additional offices across the U.S. The Plexus Groupe is an equal opportunity employer. Visit ******************** to learn more.

We exist for workers and their employers -- who are the backbone of our economy. That is where Centivo comes in -- our mission is to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills. Summary of role: At Centivo, we're rebuilding health insurance the way it should be - affordable, predictable, and built around employers and their employees. As a Client Success Executive (CSE), you'll be the trusted partner guiding our clients through that journey - helping them see, feel, and share the value of Centivo's model every day. What You'll Do Own the client relationship. Serve as the strategic and day-to-day contact for your client portfolio, building deep, consultative partnerships with HR, Finance, and broker/consultant teams. Tell a compelling, data-driven story. Translate complex health, claims, and engagement data into meaningful insights that show progress, demonstrate value, and inspire confidence in Centivo's approach. Drive client growth and retention. Lead renewals and strategic planning conversations that highlight measurable outcomes, promote member engagement, and identify opportunities to expand Centivo's solutions across markets or populations. Guide a seamless client journey. Ensure a smooth transition from implementation to ongoing partnership, proactively anticipating client needs and aligning Centivo's capabilities to meet them. Be the client's voice inside Centivo. Collaborate cross-functionally with operations, analytics, and product teams to ensure we deliver with excellence and continuously enhance the client experience. Engage with brokers and consultants. Build trusted relationships that extend Centivo's reach and strengthen our position as a high-value, innovative partner. Champion continuous improvement. Bring forward ideas and feedback that help evolve our client success playbook and enhance how we serve clients every day. Who You Are An individual with demonstrated technical expertise in working with self-funded employers - including building compelling, data-driven financial narratives; analyzing stop-loss performance and renewal dynamics; and translating complex plan and network performance into clear, actionable insights. Deep understanding of value-based healthcare models and experience with high-performance network strategies. A relationship builder who earns trust through credibility, empathy, and results. A strategic communicator who can craft and deliver a story that connects data to business outcomes. A growth-oriented professional who thrives on helping clients achieve measurable success while deepening the partnership. A collaborative leader who enjoys working across teams to create solutions and deliver exceptional service. Education and Experience: Bachelor's degree or equivalent experience is required 10 years' experience as Client Success Executive (Account Management) in employer-sponsored health plans 5 years' experience working with self-funded accounts 5 years' experience working at a TPA or direct carrier Qualifications: Advanced knowledge of Microsoft Office products (Excel, Power Point, Word) Excellent oral and written communication; an ability to present information in a way that establishes rapport, persuades others, gains understanding. Business Acumen - A keenness and quickness in understanding and dealing with a business situation (risks and opportunities) in a manner that is likely to lead to a good outcome. Critical to this is an ability to think beyond their own function. Strong ability to work cross functionally and build consensus among stakeholders and cross-functional teams in a dynamic environment Work Location: · Remote · Access to Buffalo or NYC offices if local · 25% travel is expected Centivo Values: ● Resilient - This is wicked hard. There is no easy button for healthcare affordability. Luckily, the mission makes it worth it and sustains us when things are tough. Being resilient ensures we don't give up. ● Uncommon - The status quo stinks so we had to go out and build something better. We know the healthcare system. It isn't working for members, employers, and providers. So we're building it from scratch, from the ground up. Our focus is on making things better for them while also improving clinical results - which is bold and uncommon. ● Positive - We care about each other. It takes energy to do hard stuff, build something better and to be resilient and unconventional while doing it. Because of that, we make sure we give kudos freely and feedback with care. When our tank gets low, a team member is there to be a source of new energy. We celebrate together. We are supportive, generous, humble, and positive. Who we are: Centivo is an innovative health plan for self-funded employers on a mission to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills. Anchored around a primary care based ACO model, Centivo saves employers 15 to 30 percent compared to traditional insurance carriers. Employees also realize significant savings through our free primary care (including virtual), predictable copay and no-deductible benefit plan design. Centivo works with employers ranging in size from 51 employees to Fortune 500 companies. For more information, visit centivo.com. Headquartered in Buffalo, NY with offices in New York City and Buffalo, Centivo is backed by leading healthcare and technology investors, including a recent round of investment from Morgan Health, a business unit of JPMorgan Chase & Co.

The ESPI Programs Division at EPIC Insurance Brokers & Consultants is dedicated to delivering specialized insurance solutions tailored to meet the unique needs of our clients. This division focuses on providing comprehensive program management, risk assessment, and customized coverage options. Our team of experienced professionals works closely with clients to understand their specific requirements and develop innovative strategies to mitigate risks and enhance their insurance portfolios. By leveraging our deep industry knowledge and strong relationships with leading insurers, the ESPI Programs Division ensures that clients receive the highest level of service and the most effective insurance solutions available. As a Client Manager and team member, your primary mission will be to provide conscientious support to the clients and sales teams. Your strong professional verbal and written communication skills, coupled with your customer service oriented personality, will give you the tools necessary to lend support to your coworkers. Your pro-active nature, attention to detail and quality, and proven organizational skills, will provide the basis needed to initiate and work multiple priorities in a fast paced environment. A thorough understanding of MS Office, including Outlook, Excel, Word and PowerPoint will be key as you maintain and initiate correspondence, manage projects, process documents and files, and assist with general office activities to ensure a smooth operation. You are committed to excellent customer service, professionalism, and going the extra mile. Location: This role requires a hybrid work schedule out of our Rancho Cordova, CA or Birmingham, AL office, 3 days a week in office. Position Summary The Client Executive serves as the primary expert resource and first point of contact for assigned clients within the ESPI Programs department. This role is responsible for managing client relationships, addressing service needs, and ensuring the delivery of high-quality insurance solutions. The Client Executive collaborates closely with Producers, support staff, and carriers to drive new business, manage renewals, and maintain compliance. Essential Duties Client Relationship Management * Act as the primary expert resource and first point of contact for assigned clients. * Address client inquiries and manage day-to-day service needs, delegating tasks as appropriate to support staff. * Build and maintain strong, trust-based relationships with clients through proactive communication and consistent service delivery. Marketing & New Business Development * Collaborate with Producers to define marketing strategies, target pricing, and carrier selection. * Collect and analyze client data (e.g., loss runs, exposures, contractual requirements) to prepare comprehensive submissions. * Negotiate coverage terms, premiums, and commissions with carriers. * Utilize PowerBroker AI to generate quote comparisons and assist in proposal development. * Present or coordinate the delivery of proposals to clients and prospects. Policy Management & Compliance * Maintain accurate and up-to-date client data in the Sagitta Agency Management System. * Request binding of coverage and coordinate with Assistant Account Managers and Client Coordinators to initiate renewal activities. * Ensure all documentation (quotes, binders, bind requests, etc.) is accurately saved in ImageRight and workflows are followed for both new and renewal business. * Prepare Broker of Record letters in accordance with established procedures. Renewal Process Management * 150 Days Out: Oversee renewal solicitation by Assistant Client Manager; meet with Producer to establish preliminary marketing strategy. * 120 Days Out: Submit to early-accepting carriers; review loss summaries with Producer. * 90 Days Out: Submit to all identified markets and begin follow-up. * 60 Days Out: Continue follow-up and provide additional information as needed. * 30 Days Out: Finalize quotes and prepare proposals for delivery. Qualifications * Proven experience in client management and insurance program leadership. * Strong knowledge of insurance coverages, underwriting, and carrier relationships. * Excellent communication, negotiation, and organizational skills. * Proficiency in Sagitta, ImageRight, Broker Buddha, and PowerBroker AI. * Proficiency in Microsoft Office products, including Outlook, Word, Excel, and PowerPoint. * Demonstrated ability to lead, train, and mentor team members effectively. Career Path & Growth Opportunities * Program Specialist - Specialize in a niche area (e.g., Captive Insurance, Auto Dealer Programs, Risk Management) to become the go-to expert for that vertical. * Professional Development: Access to industry certifications (e.g., CIC, CRM, CPCU), leadership training, and mentorship programs. * Leadership: Potential to lead teams, manage key accounts, or transition into broader operational or strategic roles within the ESPI Programs department or the wider organization. The national average salary for this role is $110,000 to $125,000 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. 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! 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 * Quarterly employee recognition program 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, Cancer 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: ******************************************************************************************* #LI-LL1 #LI-Hybrid