Corporate Sales Account Executive - Columbus
Account executive job at Goosehead Insurance
Working at Goosehead We've worked hard to earn the trust of our clients, so we are highly selective in our hiring process. If you think you have what it takes to grow with our company, we would love to meet you. Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service. This is all powered by our focus on hiring and retaining extraordinary people.
Principal Duties and Responsibilities
* The primary responsibility of an Account Executive is to build a book of business through:
* Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry.
* Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk.
Licensing, Training, and Position Requirements
* Goosehead will cover one-time costs of all training courses and exam fees to obtain your insurance license
* This role is contingent on you passing your licensing exam, obtaining the state issued license, and successfully completing the Goosehead training program, which will commence on your start date
* Account Executives are equipped with extensive training in salesforce.com, sales process management, business development and more, no previous experience is required.
* Professional development opportunities from the Account Executive role include, but are not limited to, corporate leadership, flexibility with a proven track record, and an apprenticeship program leading to business ownership.
Benefits Summary
* Comprehensive health, vision, disability, life, and dental insurance programs
* 401K Matching Plan
* Employee Stock Purchase Plan
* Paid holidays, vacation, and sick leave
Experience and Education
* Bachelor's degree, 3.0 GPA preferred.
* Passing the state licensing exam, once hired
* Legally authorized to work the United States
Preferred Skills, Abilities, Soft Skill Factors
* Exceptional written and verbal communication
* Experience in a fast-paced work environment
* B2B or B2C sales experience or related college major
* Competitive attitude
* Networking abilities
* Entrepreneurial spirit
* Problem-solving mentality
* Self-motivated, proactive, and ready to take initiative
* Strong time management
* Strong attention to detail and organization
* Results-driven and committed to continuous improvement
* High integrity and honest communication
Equal Employment Opportunity:
Goosehead is an equal-opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability.
To learn more about our job opportunities, apply here. We look forward to speaking with you!
Auto-ApplySenior Commercial Lines Account Executive
Tamarac, FL jobs
About Us
The origins of Keyes Coverage go all the way back to the late 1950's, when it operated in New York. Keyes Coverage in South Florida was established in 1975 by the Keyes family. Since then, the agency has grown into one of the leading insurance agencies in South Florida. The agency specializes in three main areas of practice including Property & Casualty Lines Insurance, Personal Lines Insurance, and Employee Benefits Insurance.
Senior Commercial Lines Account Executive
Job Summary:
The Senior Commercial Lines Account Executive is responsible for initiating client relationships, supporting producers by assisting with new business and providing excellent client service.
Maintaining a high level of client service and satisfaction
Marketing & placement of renewal accounts as appropriate
Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service
Responsibilities:
Provide technical support and expertise for commercial property and casualty insurance accounts, assisting in account management and servicing.
Collaborate with producers to develop insurance quotes, explain complex coverage matters, and support proposal presentations to clients.
Communicate effectively with clients, prospects, carrier representatives, and internal teams through various channels (email, phone, in-person, etc.) to ensure timely and accurate exchange of information that supports successful sales outcomes.
Prepare and compile comprehensive client submissions for insurance carriers, including detailed Construction, Occupancy, Protection, and Exposure (COPE) data, Loss Runs, Surveys, and Claims Analyses.
Create and maintain accurate insurance applications and submission documents for carrier review.
Negotiate optimal terms and conditions with carriers to secure the best possible outcomes for clients.
Collaborate with producers in developing and presenting client proposals.
Accurately document key conversations with clients and carriers regarding exposures, coverages, and recommendations.
Maintain thorough and organized notes on client and producer interactions, in compliance with documentation standards, including details of inquiries, issues, feedback, and follow-up actions.
Perform additional duties as assigned.
Basic Requirements:
Active Florida 2-20 General Lines License (Property & Casualty) required.
Minimum of 3 years of experience working in the South Florida Commercial Lines insurance market.
Thorough knowledge of brokerage operations and procedures, commercial lines rating, and applicable insurance laws/codes.
Experience using agency management systems, with a preference for Vertafore AMS360 and ImageRight.
Proficient in Microsoft Office Suite, document management tools, and carrier proprietary systems.
Excellent verbal and written communication skills, along with strong organizational and time management abilities.
Highly self-motivated and capable of working independently with minimal supervision.
Demonstrates exceptional attention to detail and accuracy in all work.
Committed to maintaining confidentiality of financial, employee, and client information.
Preferred Requirements:
Completion of CISR or ACSR designation; currently enrolled in INS and/or API programs favorable.
Familiarity with risk assessment and risk management techniques.
Extensive knowledge of all lines of insurance, including sophisticated and less common coverages, especially those products represented through agency.
Hours: Monday-Friday, 8:30am-5:00pm (Hybrid Work Options Available)
Office Location: 5900 Hiatus Road, Tamarac, FL 33321
Benefits:
Competitive Salary
Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays
No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.
Financial Services & Insurance Sales Professional Lubbock Tx + Amarillo Tx
Lubbock, TX jobs
(Must live within the Lubbock or Amarillo, TX areas to interview)
Are you a leader who has the following traits?
Competitive
Business-Minded
Coachable
Communicative
Self-disciplined
Authentic
If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success.
What we're looking for...
We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients.
Compensation:
$60,000 average earnings - $117,300 yearly
Responsibilities:
(Must live within the Lubbock or Amarillo, TX areas to interview)
What we're looking for...
We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients.
What we offer...
Training and development
We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your career. You'll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents.
Digital tools
Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content.
Products and solutions
Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions.
Human guidance
When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.
Qualifications:
(Must live within the Lubbock or Amarillo TX areas to interview)
Are you a leader who has the following traits?
Competitive
Business-Minded
Coachable
Communicative
Self-disciplined
Authentic
If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success.
How we will compensate you
You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agents' Contract who met annual minimum sales production requirements was $117,359.4. Individual agent performance will determine your income.
Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals, please follow this link ************************************************************ income-and-benefits
About Company
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.
***********************************************************
************************************************************career-paths
Awards & Accolades
A full list of our awards is available here: ***************************************************************
#WHGEN2
Compensation details: 60000-117300 Yearly Salary
PIdf445f6922c8-37***********6
Account Executive - Global Risk Management
New York, NY jobs
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! JOB OVERVIEW: As an Account Executive on the Global Risk Management team, you will serve as a strategic partner to clients, managing all aspects of their large, complex commercial insurance programs by balancing the quality of service and speed of response. WHAT WE'RE LOOKING FOR: * REQUIRED: 5+ years' experience working for an insurance brokerage. Must also have experience doing marketing/placement and being both client and carrier-facing. * Candidates eager to learn, ask questions, and stay up to date on the latest insurance and risk-related topics necessary to best serve their clients. * Candidates with a strong sense of urgency, who can pivot and adapt to changing priorities as needed, while still maintaining high attention to detail and quality of work. * The ideal candidate will be a strong communicator (both verbal and written) and comfortable working directly with clients to problem-solve and provide consultative services. LOCATION: New York, NY (Hybrid - 3 days a week in office) WHAT YOU'LL DO: A detailed list of job duties includes (but is not limited to): * Client Relationship Management: Understand clients' business objectives and develop tailored risk management strategies to address exposures and align with goals. Act as a liaison, ensuring client satisfaction and long-term relationships. * Risk Assessment & Strategy: Analyze client exposures, loss history, and insurance needs. Recommend appropriate coverage solutions and negotiate favorable terms with underwriters collaborating with specialists where necessary. * Service Delivery: Orchestrate the delivery of high-quality services by leading client teams, monitoring service agreements, and ensuring all commitments are met. Address client concerns proactively to maintain satisfaction. * Broking & Business Development: Develop and execute broking plans, including marketing renewals, negotiating with insurers, and securing competitive coverage. Support new sales opportunities, cross-selling, and account rounding to drive business growth. * Technical Expertise: Prepare proposals, stewardship reports, and RFP responses. Provide coverage analysis, manage policy administration, and support due diligence during mergers and acquisitions. * Industry Engagement: Maintain up-to-date knowledge of market trends and develop strong relationships with the underwriting community. Represent the company professionally during client and industry interactions. * Tools & Collaboration: Utilize Salesforce/Sagitta and other platforms to manage opportunities and coordinate with internal teams to execute client services effectively. WHAT YOU'LL BRING: This role requires exceptional communication, analytical, and problem-solving skills, combined with deep expertise in commercial insurance products and risk consulting. *
REQUIRED: Marketing / Placement experience for both property & casualty * REQUIRED: Client facing ability whether in-person or virtually * 5+ years of brokerage experience and current P&C license. * Self-starter with high attention to details * Strong interpersonal skills for building and maintaining relationships. * Deep knowledge of marketplace products and ability to simplify insurance concepts for clients. * Proven experience working independently while meeting deadlines and prioritizing multiple projects. * Collaborative mindset and adaptability in team-oriented environments. * Experience in Private Equity and understanding of insurance carriers' risk appetites and industry preferred. * Proficiency in developing innovative business solutions and professional communication with C-Suite executives. * Strong negotiation, organizational, and presentation skills. * Advanced computer proficiency, including MS Office Suite (Excel, PowerPoint). COMPENSATION: The national average starting salary for this role is $140,000.00 - $180,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: * Generous Paid Time off * Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days * Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave * Generous employee referral bonus program of $1,500 per hired referral * Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) * Employee Resource Groups: Women's Coalition, EPIC Veterans Group * Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development * Unique benefits such as Pet Insurance, 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: ************************************************ The national average salary for this role is $160,000 to $190,000 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. 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-AT1 #LI-Hybrid (2691)
Auto-ApplyHead of Enterprise Expense Management
New York jobs
You will
Support and deliver against key FP&A deliverables on a monthly, quarterly, and annual basis, including, but not limited to, the month-end expense close, monthly allocations and annual planning cycles.
Lead and manage a team of onshore & offshore employees supporting Enterprise and Business reporting and analytics on a standard reporting and data framework through enhanced technology capabilities.
Partner with key stakeholders in Technology and Operations to enhance current capabilities and drive enhanced performance.
Partner with key Finance stakeholders to manage operational accounting, reporting and data governance across all areas of expense management.
Partner with FP&A leadership to deliver and support executive presentations and board reporting.
Deliver against all key control and regulatory requests, primarily those related to internal and external audit requirements.
Partner with key Finance stakeholders to provide insights into the impact of expenses through support of the consolidated management reporting process.
Identify and deliver opportunities that enhance processes through automation, offshoring, or elimination.
You have
FUNCTIONAL SKILLS:
Strong analytical skills
Ability to multi-task, prioritize deliverables and support multiple business partners.
Ability to create professional analysis.
Ability to work in a team environment.
Strong management, communication & organizational skills
Strong Excel skills (macros, V-lookups, etc.)
Willingness to learn and grow on the job.
Ability to make suggestions to management based on analysis.
Ability to work independently.
Self-motivated
OVERALL QUALIFICATIONS:
10+ years of finance/accounting experience
Strong knowledge of financial operations, management reporting processes and financial analytics
Experience using an ERP, Oracle and SmartView a plus but not required.
Ability to meet tight deadlines and work additional hours during peak sessions.
Results driven with a focus on process improvement.
Location:
Hybrid: 3 days in the Hudson Yards, NYC office. 2 days WFH
Salary Range:
$129,500.00 - $212,750.00
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
Our Promise
At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
Inspire Well-Being
As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at ************************************************
Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.
Equal Employment Opportunity
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
Accommodations
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com.
Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.
Auto-ApplyEnterprise Account Executive
New York, NY jobs
Bad software is everywhere, and we're tired of it. Sentry is on a mission to help developers write better software faster so we can get back to enjoying technology. With more than $217 million in funding and 100,000+ organizations that believe we're on to something, we're building performance and error monitoring tools that help companies like Disney, Microsoft, and Atlassian spend less time fixing bugs and more time building products.
Sentry embraces a hybrid work model, with Mondays, Tuesdays, and Thursdays set as in-office anchor days to encourage meaningful collaboration. If you like to selfishly build things that make your digital life better, come help us build the next generation of software monitoring tools.
About the role
Sentry is looking for an Enterprise Account Executive to join our sales team. We need a strong hunter/self-starter mindset with the ability to methodically expand existing accounts. As a member of our sales team, you'll join a fast-growth start-up and hit the ground running and help develop our sales strategy and playbook on the East Coast. We're looking for an individual with experience selling SaaS/B2B products, especially to developer organizations. If you're a seasoned sales professional who is excited to work in a high-volume environment while helping define key strategic and operational initiatives, we'd love to speak with you!
In this role you will
* Manage and work all leads and opportunities in your territory.
* Build and manage a sales pipeline while growing successful, long-lasting relationships with influencers (devops leads, engineering managers, procurement professionals, executives, etc.) to meet revenue targets and company goals.
* Manage, track, and report all sales activities with Salesforce proficiency.
* Deliver great product demos, provide insightful technical answers, and recommend creative ways to get the most out of Sentry.
* Be the voice of the customer to the Sentry engineering/product teams.
* Own the strategic planning for each Flagship account, developing strategies to drive adoption and geographic expansion, mapping and building widespread relationships across our customer's organization.
You'll love this job if you
* You are a builder who works autonomously and relishes responsibility.
* Take pride in working to increase customer growth and happiness by aligning Scoop's impact with the customer's expectations of value.
* Thrive in a product-driven highly technical, fast paced and growing organization.
* Get a charge out of making a measurable impact on Sentry's growth.
* Own the strategic planning for each strategic account, developing strategies to drive adoption and expansion, mapping and building widespread relationships across the customer's organization, and working to increase customer growth and happiness by aligning Sentry impact with the developer community expectations and value.
Qualifications
* 7+ years of technology direct sales experience, with current experience selling SaaS. Bonus points if you have experience selling developer tools to development organizations.
* High technical aptitude and are able to understand and discuss a developer-focused infrastructure product.
* Proven track record of exceeding sales targets and cultivating long-lasting relationships with clients.
* Deep curiosity for the developer tool space.
* Results-driven, with a desire to hunt new business and ability to try new processes and iterate to scale a global sales engine.
* Strong analytical, critical thinking, and problem-solving skills.
* You are a team player and comfortable in a fast-paced growth environment.
* You love the challenge and desire a fast-paced, challenging, and exciting environment!
The base salary range (or hourly wage range, if applicable) that Sentry reasonably expects to pay for this position is $140,000 to $150,000, plus a variable compensation. A successful candidate's actual base salary (or hourly wage) amount will be determined by a variety of relevant factors including, without limitation, the candidate's work location, education, work and other relevant experience, skills, and job-related knowledge. A successful candidate will be eligible to participate in Sentry's employee benefit plans/programs applicable to the candidate's position (including incentive compensation, equity grants, paid time off, and group health insurance coverage). See Sentry Benefits for more details about the Company's benefit plans/programs.
Equal Opportunity at Sentry
Sentry is committed to providing equal employment opportunities to its employees and candidates for employment regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, or other legally-protected characteristic. This commitment includes the provision of reasonable accommodations to employees and candidates for employment with physical or mental disabilities who require such accommodations in order to (a) perform the essential functions of their jobs, or (b) seek employment with Sentry. We strive to build a diverse team, with an inclusive culture where every teammate can thrive. Sentry is an open-source company because we believe that everyone, everywhere, should have the ability and tools to make great software. Software should be accessible. That starts with making our industry accessible.
If you need assistance or an accommodation due to a disability, you may contact us at accommodations@sentry.io.
Want to learn more about how Sentry handles applicant data? Get the details in our Applicant Privacy Policy.
Auto-ApplyExecutive Underwriter, Global Casualty
Dallas, TX jobs
Contribute to the achievement of the Chubb Global Casualty business plan. The Executive Underwriter is responsible for production, underwriting and maintenance of new and renewal domestic casualty accounts within a defined territory. In addition, the Executive Underwriter is responsible for establishing and cultivating business relationships with brokers and clients within the assigned territory to assure the continued flow of new business opportunities while representing all Chubb Global Casualty segments and products.
Responsibilities
Evaluate, select, underwrite, price, quote and maintain new and renewal business.
Retain accounts through active participation in Chubb Stewardship process.
Adhere to Chubb standards on pricing and servicing.
Participate in product line projects as required.
Oversee & execute on various operational tasks and maintain strict adherence to File Construction, Documentation and Self-Audit endeavors.
The individual should have strategically based relationships and expertise to help navigate clients both internally and externally.
College degree in insurance, business or related fields or equivalent experience.
6+ years commercial casualty experience, and/or underwriting Fortune 1000 companies.
Superior communication, interpersonal and negotiating skills.
Superior analytical skills needed to evaluate and develop
Excellent sales and marketing skills.
Advanced computer skills preferred.
Auto-ApplyAccount Executive / Underwriter, National Property
Indianapolis, IN jobs
**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Underwriting
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$99,100.00 - $163,400.00
**Target Openings**
1
**What Is the Opportunity?**
National Property provides tailored property protection solutions for high value, complex risks across a wide array of industries. The Account Executive (AE), National Property will partner with agents and brokers to provide coverage for new and renewal business based on customers' needs. As an AE, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to assess risk and sell our products will contribute to the profitability and success of Travelers.
**What Will You Do?**
+ Manage the profitability, growth, and retention of an assigned book of business.
+ Underwrite and skillfully negotiate customer accounts to minimize risk and maximize profitability. Additionally, occasionally negotiate and procure reinsurance to underwrite complex accounts.
+ May facilitate the placement of foreign admitted policies, serve as a resource to field Account Executives on global underwriting capabilities, as well as assist in the business development activities for such global underwriting services.
+ Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities.
+ Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.
+ Identify and capture new business opportunities using consultative marketing and sales skills.
+ Develop and execute agency sales plans. Execute region/group sales plans.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Bachelor's degree.
+ Three to five years of relevant underwriting experience with experience in National Property.
+ Knowledge of property-related products, the regulatory environment, and the local insurance market.
+ Deep financial acumen.
+ Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite.
+ Communication skills with the ability to successfully negotiate with agents and brokers.
+ CPCU designation.
**What is a Must Have?**
+ Two years of underwriting, claim, operations, risk assessment, actuarial, sales, product, or finance experience.
**What Is in It for You?**
+ **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit ******************************************************** .
Account Executive / Underwriter, National Property
Indianapolis, IN jobs
Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
Job Category
Underwriting
Compensation Overview
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
Salary Range
$99,100.00 - $163,400.00
Target Openings
1
What Is the Opportunity?
National Property provides tailored property protection solutions for high value, complex risks across a wide array of industries. The Account Executive (AE), National Property will partner with agents and brokers to provide coverage for new and renewal business based on customers' needs. As an AE, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to assess risk and sell our products will contribute to the profitability and success of Travelers.
What Will You Do?
* Manage the profitability, growth, and retention of an assigned book of business.
* Underwrite and skillfully negotiate customer accounts to minimize risk and maximize profitability. Additionally, occasionally negotiate and procure reinsurance to underwrite complex accounts.
* May facilitate the placement of foreign admitted policies, serve as a resource to field Account Executives on global underwriting capabilities, as well as assist in the business development activities for such global underwriting services.
* Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities.
* Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.
* Identify and capture new business opportunities using consultative marketing and sales skills.
* Develop and execute agency sales plans. Execute region/group sales plans.
* Perform other duties as assigned.
What Will Our Ideal Candidate Have?
* Bachelor's degree.
* Three to five years of relevant underwriting experience with experience in National Property.
* Knowledge of property-related products, the regulatory environment, and the local insurance market.
* Deep financial acumen.
* Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite.
* Communication skills with the ability to successfully negotiate with agents and brokers.
* CPCU designation.
What is a Must Have?
* Two years of underwriting, claim, operations, risk assessment, actuarial, sales, product, or finance experience.
What Is in It for You?
* Health Insurance: Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
* Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
* Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
* Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
* Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
Employment Practices
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit *********************************************************
Executive Underwriter-Global Casualty
New York, NY jobs
Contribute to the achievement of the Chubb Global Casualty business plan. The Executive Underwriter is responsible for production, underwriting and maintenance of new and renewal domestic casualty accounts within a defined territory. In addition, the Executive Underwriter is responsible for establishing and cultivating business relationships with brokers and clients within the assigned territory to assure the continued flow of new business opportunities while representing all Chubb Global Casualty segments and products.
Responsibilities
Evaluate, select, underwrite, price, quote and maintain new and renewal business.
Retain accounts through active participation in Chubb Stewardship process.
Adhere to Chubb standards on pricing and servicing.
Participate in product line projects as required.
Oversee & execute on various operational tasks and maintain strict adherence to File Construction, Documentation and Self-Audit endeavors.
The individual should have strategically based relationships and expertise to help navigate clients both internally and externally.
College degree in insurance, business or related fields or equivalent experience.
6+ years commercial casualty experience,and/or underwriting Fortune 1000 companies.
Superior communication, interpersonal and negotiating skills.
Superior analytical skills needed to evaluate and develop
Excellent sales and marketing skills.
Advanced computer skills preferred.
The pay range for the role is $125,000 to $165,000. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.
Auto-ApplyStrategic Account Executive
Webster, TX jobs
Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for an Employee Benefits Strategic Account Executive for our Webster, TX office.
The Employee Benefits Strategic Account Executive serves as the strategic leader or member of the client management team for the most complex benefit accounts, and is responsible for client satisfaction, strategic planning, and quality assurance.
Position Summary:
The Account Executive serves as the strategic leader or member of the client management team for the most complex benefit accounts and is responsible for client satisfaction, strategic planning, and quality assurance.
Essential Tasks:
Manage a complex book of business comprised of clients with various funding methods, advanced contract features and structures that require a higher level of expertise.
Provide strong insurance technical expertise to clients and members of the internal account management and sales teams.
Works at a strategic level to develop and retain consultative, partnership relationships with customers/ prospects.
Creates and Executes proactive and on-going contact initiatives
Develops, executes, and monitors comprehensive customer service plans that reflect the customer's business and risk management goals.
Delegate administrative client tasks to account team members.
Serve as the main point of contact for “C Suite” clients, which includes all escalated issues.
Serve as primary internal contact to coordinate all deliverables for clients.
Work with Internal Partners, Clients and Carriers to ensure accurate and timely response to all outstanding issues.
Oversee data preparation for all RFPs and manage the marketing/negotiation process for clients.
Assist in preparation of renewal and new business proposals.
Prepare standard and custom materials needed for client meetings including but not limited to agendas, reports, calendars, etc.
Educate, advise and be a technical expert for clients on all employee benefit topics ranging from specific insurance products to compliance topics and data analysis.
Expected to attend, and lead as needed, client meetings (occasional travel may be required).
Maintain various actuarial and data analytical reports for clients.
Consults regularly with clients to review claims experience, trends, discuss strategies
Document items in agency management system
Maintain current, sound documentation of all pertinent business-related activities and communications regarding clients' account and ensure protection and security of sensitive client data.
Other miscellaneous projects that support the overall department and team.
Non-Essential Tasks:
Attends and completes any training sessions or assignments as required
Performs other related tasks as needed
Specific Knowledge, Skills and Abilities:
Proactive, customer service focus
Ability to work in fast-paced, team environment with minimal instructions
Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances.
Professional demeanor, sensitive to client needs, self-motivated, creative, and innovative.
Knowledge of the full range of Group Employee Benefit products - medical, dental, vision, life, disability, etc.; including applicable carrier networks, carrier administrative guidelines, and compliance requirements
Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities
Strong communication and negotiation skills
Proficiency with internet-based programs and Microsoft Office products
Keep informed regarding industry information, new product information, legislation, coverage, and technology to continuously improve knowledge and performance
Able to assist and mentor account management team members as needed
Location:
Webster, TX
Experience:
5 (+) years of previous employee group benefits experience
Licenses/Certifications:
Life and DI License
Perks & Benefits:
Generous employee benefits package which includes a robust wellness program
Employee Ownership Opportunities
Career progression opportunity - the potential for growth within the company
Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.
Commercial Lines Sales Executive
New York jobs
We are seeking a dynamic and results-driven Commercial Lines Sales Executive (P&C) with exceptional communication skills and in-depth knowledge in the commercial insurance industry. This role is ideal for a highly motivated professional who excels at building relationships, identifying opportunities, and closing deals. You will be responsible for driving new business growth, expanding existing commercial lines accounts, and maintaining a strong book of business.
This position can be hybrid remote based out of the following Marshall+Sterling locations:
Latham, NY
Glen Falls, NY
Oswego, NY
MAJOR RESPONSIBILITIES
Drive new business growth while maintaining and expanding your book of business.
Proactively build and manage a pipeline of prospects to achieve sales and retention goals.
Craft a compelling value proposition, leveraging your expertise and the powerful tools provided by Marshall+Sterling.
Gather and analyze detailed risk and underwriting information to tailor insurance solutions.
Create and present professional, customized insurance proposals using Marshall+Sterlings advanced online system.
Follow structured renewal workflows to ensure strong client retention and long-term partnerships.
Identify opportunities to refer clients and prospects to other divisions within Marshall+Sterling to meet their broader needs.
Partner with internal teams, delegating client service tasks effectively for seamless support.
Foster strong, professional relationships with colleagues, contributing to a positive and collaborative work environment.
Requirements:
Active state insurance license is required, with a commitment to maintaining compliance through ongoing continuing education.
Demonstrated success in pursuing and closing sales, with a strong track record of meeting and exceeding goals.
Strong communication and interpersonal skills, with the ability to connect with diverse individuals and teams.
Highly organized and detail-oriented, ensuring efficiency and accuracy in all aspects of the role.
Valid drivers license
College degree preferred, high school diploma or equivalent required.
Compensation
Compensation: $100,000 - $175,000, based on demonstrated insurance sales experience and measurable achievements.
Benefits: Comprehensive package including Medical, Dental, Vision, 401(k), Paid Time Off (PTO), paid holidays, company-paid life insurance for you and your dependents, medical paid time off, employee assistance programs, and more!
Why Join Marshall+Sterling? Our ESOP Sets Us Apart!
As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Heres what makes our ESOP so valuable:
Ownership & Wealth-Building: Every eligible employee earns shares in the company at no cost, creating a meaningful path to financial security.
Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the companys success.
Retirement Security: Our ESOP is a powerful supplement to your retirement savings, helping you plan for the future with confidence.
Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the companys growth and success.
No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment.
Stability & Legacy: With over 150 years of success, our ESOP ensures that Marshall+Sterling remains strong, independent, and employee-driven for generations to come.
Join us and experience the benefits of true employee ownership!
M&S 24 and LNK
Compensation details: 100000-175000 Yearly Salary
PI0f2c15705045-31181-35497366
Strategic Account Executive
Fort Worth, TX jobs
The Strategic Account Executive position serves as the strategic leader or member of the client management team for the most complex benefit accounts and is responsible for client satisfaction, strategic planning, and quality assurance. Strategic Account Executives are also responsible for supporting our sales Agent(s) in producing new business and renewing existing business. Strategic Account Executives serve as an advocate to our clients and their employees through positive relationships with the various carriers and continuous education.
Essential Tasks:
• Manages a complex book of business and accounts comprised of clients with mostly of self-funded methods, advanced contract features, and structures that require a higher level of expertise
• Provides strong insurance technical expertise to clients and members of the internal account management and sales teams
• Works at a strategic level to develop and retain consultative, partnership relationships with customers/prospects
• Creates and executes proactive and ongoing contact initiatives
• Develops, executes, and monitors comprehensive customer service plans that reflect the customer's business and risk management goals
• Delegates administrative client tasks to account team members
• Serves as the main point of contact for “C Suite” clients, which includes all escalated issues
• Serves as primary internal contact to coordinate all deliverables for clients
• Works with Internal Partners, Clients, and Carriers to ensure accurate and timely responses to all outstanding issues
• Oversees data preparation for all Requests for Proposals (RFPs) and manage the marketing/negotiation process for clients
• Assists in the preparation of renewal and new business proposals
• Prepares standard and custom materials needed for client meetings, including but not limited to agendas, reports, calendars, and other handouts
• Educates and advises as a technical expert for clients on all employee benefit topics ranging from specific insurance products to compliance topics and data analysis
• Ensures client accounts are compliant, including educating and advising clients as well as executing compliance requirements and deadlines
• Identifies and educates clients on product opportunities for new business and promotes cross-selling
• Attends and presents at local enrollments/client meetings as necessary (occasional travel may
be required)
• Maintains various actuarial and data analytical reports for clients
• Consults regularly with clients to review claims experience and trends to discuss strategies
• Documents items in the agency management system
• Maintains current, sound documentation of all pertinent business-related activities and
communications regarding clients' accounts and ensures protection and security of sensitive
client data
• Acts as a mentor for employees that are new to the employee benefits industry and assists with
training/continuing education of less senior employees
• Other miscellaneous projects that support the overall department and team
• Attends and completes any training sessions or assignments as required
• Performs other related tasks as needed
Core Competencies:
• Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and
implementing effective solutions in a timely manner
• Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
• Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and
engaging with various audiences
• Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and
priorities effectively
• Team Collaboration: Willingness to work together with others, promoting teamwork and
supporting shared goals
• Client Focus: Dedication to understanding and addressing the needs of clients and
stakeholders to ensure their satisfaction
• Dependability: Acknowledgment of the importance of being present and punctual.
• Creative Thinking: Openness to suggesting new ideas and methods to improve processes and
outcome
• Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
• Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a
dynamic work environment
Experience and Education:
• 10+ years of extensive experience within the insurance industry
• Experience with self-funded financial arrangements and general Administrative Services Only
(ASO) experience required
• Experience with a full range of group employee benefit products, including applicable carrier
networks, carrier administrative guidelines, and compliance requirements required
• Commitment to continuous learning and professional development
Licensing and Credentials:
• Active Life & Health License required
• Industry-related designations preferred
Systems:
• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable
Physical Requirements:
• Ability to lift 25 pounds
• Repeated use of sight to read documents and computer screens
• Repeated use of hearing and speech to communicate on telephone and in person
• Repetitive hand movements, such as keyboarding, writing, 10-key
• Walking, bending, sitting, reaching and stretching in all directions
Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.
Junior Account Manager
San Antonio, TX jobs
Job DescriptionBenefits:
Opportunity for advancement
Training & development
Bonus based on performance
Junior Account Manager San Antonio, TX Ready to start a career, not just a job? Join a high-energy team where training, growth, and opportunity are unlimited. Were hiring Junior Account Managers in San Antonio, TX, to help us connect with clients, grow relationships, and develop future leaders.
Why Youll Love It
Immediate Start + Paid Training Learn hands-on from top leaders.
Career Growth Clear path to senior management and leadership roles.
Culture & Team Energy Work hard, have fun, and win together.
Earning Potential Competitive base pay + performance bonuses + commissions.
Average first-year earnings: $50,000$75,000+ based on performance.
What Youll Do
Build and manage client relationships with professionalism and care.
Conduct interactive sales presentations and develop custom solutions.
Support client retention and satisfaction.
Collaborate with your team to hit weekly and monthly goals.
Track activity and progress in Salesforce.
What Were Looking For
12 years in customer service, sales, or hospitality preferred (we train too!).
Strong communication and people skills.
Self-motivated, competitive, and ready to grow fast.
Positive, coachable, and driven to succeed.
Details
Location: San Antonio, TX (in-person only)
Schedule: Full-time, day shift, Monday through Friday
Apply Now!
Start your journey toward leadership today. Interviews are happening immediately dont miss your shot at joining one of San Antonios fastest-growing teams!
Enterprise Account Executive
Denver, CO jobs
As an Enterprise Account Executive at AgentSync, you will play a critical role in driving growth through new logo acquisition across some of the largest Insurance Carriers, Agencies, and MGAs in the United States. You will be responsible for researching, creating, and pursuing new business opportunities, while also driving expansion revenue within a small book of existing Enterprise accounts. Enterprise Account Executives are responsible for leading a cross functional team selling motion to ensure a world class customer experience as we help them understand and realize the value of the AgentSync offerings.
Sales Mission Statement:
AgentSync Sales is committed to delivering value based outcomes and customer love, leaving a legacy of excellence and impact.
We hold ourselves to the highest standards of accountability and curiosity while embracing team selling and a spirit of continuous learning. We celebrate our victories and find opportunities for growth in our challenges. Together, we will unite our strengths to crush our goals, catapult our careers and find joy in the journey!
What you'll do:
Exceed annual and quarterly sales targets (Ramped quota in first fiscal year)
Own and manage the full sales cycle (e.g. opportunity creation, qualification, discovery, product demonstration, pricing and proposals, negotiation, closed won/lost, etc.) and sales outcomes within AgentSync's culture and values - most especially, Customer Love
Generate pipeline at high velocity in net new insurance carrier, agency, and MGA accounts.
Collaborate closely and effectively with customers via a consultative, solution selling, and leveraging our customer engagement process to drive continuity across every phase of the sales cycle
Receive weekly coaching and feedback from your manager, which you will then implement into your sales processes.
Manage sales cycles using the MEDDIC sales framework
Intimately understand our customers' goals, current business processes and solutions, pain and gain points, budgets, and business outcomes they're trying to solve for with AgentSync
Communicate clearly and accurately with internal teams re: your new sales pipeline generation, current sales pipeline/funnel updates, accurate forecasting, new prospective customer requirements, and closed-loop product feature feedback, etc
Work cross-functionally with technical and implementation teams to deliver comprehensive professional services, leading to exceptional customer outcomes.
Create and iterate on foundational best practice process, tools, measurement, and the critical foundations of a world-class Sales function
Your experience:
5+ Years B2B Enterprise SaaS experience in Senior Account Executive/Sales roles
1+ years in insurance, financial services, compliance, legal, government, consulting etc. (legacy industries)
Demonstrated top performer with a track record of meeting and exceeding annual ARR quotas of $1M + with average deal sizes of $250K+
Experience with C Level Sales and relationship management.
Excellent data-driven, process-driven, methodical, and consultative sales process and mechanics
Strong pipeline generation, management, and forecasting skills
Natural problem-solver: comfortable with complexity and ambiguity; able to both delve into the details and operational tactics, and engage meaningfully on the big picture and overall strategy
Proactive and passionate: independently solving conceptual problems, and delivering results in challenging situations
High-energy, team-first attitude: motivated to work collaboratively in a fast-paced, ever-changing environment to help our growing business
Don't meet every single requirement?
At AgentSync we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
About us:
AgentSync is a powerful, easy-to-use Compliance as a Service solution, directly integrating regulatory database sources of truth (i.e. NIPR, FINRA) with core business systems (i.e. Salesforce) so we can automate the critical business processes associated with these compliance requirements.
We're a new-school solution tackling an age-old, ubiquitous problem with smart technology and automation in a market full of inefficient, high-cost solution options - spreadsheets, manual processes, legacy software, more headcount, outsourcing, etc.
Salary:
$125,000 - $145,000 base (based on sales focus, segment and experience) // $250,000-$290,000 OTE
Additionally, this role is eligible to participate in AgentSync's equity programs.
Benefits:
100% Company Paid Healthcare Insurance (for you and any dependents)
Medical
Dental
Vision
Parental leave and return to work childcare stipend
Financial Benefits
401(k) retirement savings plan
Other Benefits
Unlimited PTO
11 paid holidays per year
Continued Education Stipend
Coffee, full stocked snack bar, lunches provided
Candidates: AgentSync Recruiting & Talent teams will only communicate with you ******************* email addresses. When you receive communication from AgentSync, check the email address domain to ensure you're connected with our team (and not a scammer!).
Sales Consultant, Business Insurance
Hunt, NY jobs
Company:Marsh McLennan AgencyDescription:
Marsh McLennan Agency
Sales Consultant, Business Insurance
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 9,000 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 Sales Consultant, Business Insurance at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).
A day in the life.
As our Sales Consultant on the Business Insurance team, you'll develop a comprehensive prospecting plan, including targets and methodology for developing prospects into clients; network centers of influence in order to develop new opportunities; deliver MMA's value proposition for each opportunity and align the Agency's resources and capabilities; leverage referral and targeted introductions from clients, prospects and business relationships. Sales Consultants are at MMA are: Revenue Growth Drivers, Primary Relationship Stewards, Lead Strategists, Complex problem solvers.
Our future colleague.
We'd love to meet you if your professional track record includes these skills:
High school diploma
Prior B2B sales experience with consultative sales skills
Proficiency with Microsoft Office products and Agency Management Systems
Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future.
These additional qualifications are a plus, but not required to apply:
Bachelor's degree or higher with specialization in Risk Management
Insurance industry experience
Ability to engage and present with the “C” Suite
Proven track record in the development of new clients & retention of existing relationships
Competitive in a collaborative sales environment
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:
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities
Additionally, as a Sales Consultant, Business Insurance, you will receive:
Competitive compensation program: Renewal Income - you don't start at zero every year; New Business; Book Growth; Cross-Sales
Collaborative sales environment
Formal training and mentorship programs
Strategic sales process
Annual sales awards and competition
Entrepreneurial sales leadership team
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:
************************************
**********************************
*****************************
*******************************************************
Regular Salaried
The applicable base salary range for this role is $50,000 to $100,000. 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.
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.
#LI-hybrid
#MMAMID
#MMABI
Auto-ApplyLicensed Sales Executive
Yorktown Heights, NY jobs
We are seeking a dynamic and results-driven Licensed Sales Executive with exceptional communication skills and in-depth knowledge in the commercial insurance industry. This role is ideal for a highly motivated professional who excels at building relationships, identifying opportunities, and closing deals. You will be responsible for driving new business growth, expanding existing commercial lines accounts, and maintaining a strong book of business.
This position will be based out of Marshall+Sterlings Yorktown Heights office.
MAJOR RESPONSIBILITIES
Drive new business growth while maintaining and expanding your book of business.
Proactively build and manage a pipeline of prospects to achieve sales and retention goals.
Craft a compelling value proposition, leveraging your expertise and the powerful tools provided by Marshall+Sterling.
Gather and analyze detailed risk and underwriting information to tailor insurance solutions.
Create and present professional, customized insurance proposals using Marshall+Sterlings advanced online system.
Follow structured renewal workflows to ensure strong client retention and long-term partnerships.
Identify opportunities to refer clients and prospects to other divisions within Marshall+Sterling to meet their broader needs.
Partner with internal teams, delegating client service tasks effectively for seamless support.
Foster strong, professional relationships with colleagues, contributing to a positive and collaborative work environment.
Requirements:
Active state insurance license is required, with a commitment to maintaining compliance through ongoing continuing education.
Demonstrated success in pursuing and closing sales, with a strong track record of meeting and exceeding goals.
Strong communication and interpersonal skills, with the ability to connect with diverse individuals and teams.
Highly organized and detail-oriented, ensuring efficiency and accuracy in all aspects of the role.
Valid drivers license
College degree preferred, high school diploma or equivalent required.
Compensation
Compensation: $100,000 - $175,000+, based on demonstrated insurance sales experience and measurable achievements.
Benefits: Comprehensive package including Medical, Dental, Vision, 401(k), Paid Time Off (PTO), paid holidays, company-paid life insurance for you and your dependents, medical paid time off, employee assistance programs, and more!
Why Join Marshall+Sterling? Our ESOP Sets Us Apart!
As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Heres what makes our ESOP so valuable:
Ownership & Wealth-Building: Every eligible employee earns shares in the company at no cost, creating a meaningful path to financial security.
Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the companys success.
Retirement Security: Our ESOP is a powerful supplement to your retirement savings, helping you plan for the future with confidence.
Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the companys growth and success.
No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment.
Stability & Legacy: With over 150 years of success, our ESOP ensures that Marshall+Sterling remains strong, independent, and employee-driven for generations to come.
Join us and experience the benefits of true employee ownership!
MS24, LNK
Compensation details: 100000-175000 Yearly Salary
PI716d345eb3a4-31181-37255453
Sales Consultant, Business Insurance
Raleigh, NC jobs
Company:Marsh McLennan AgencyDescription:
Marsh McLennan Agency
Sales Consultant, Business Insurance
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 9,000 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 Sales Consultant, Business Insurance at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).
A day in the life.
As our Sales Consultant on the Business Insurance team, you'll develop a comprehensive prospecting plan, including targets and methodology for developing prospects into clients; network centers of influence in order to develop new opportunities; deliver MMA's value proposition for each opportunity and align the Agency's resources and capabilities; leverage referral and targeted introductions from clients, prospects and business relationships. Sales Consultants are at MMA are: Revenue Growth Drivers, Primary Relationship Stewards, Lead Strategists, Complex problem solvers.
Our future colleague.
We'd love to meet you if your professional track record includes these skills:
High school diploma
Prior B2B sales experience with consultative sales skills
Proficiency with Microsoft Office products and Agency Management Systems
Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future.
These additional qualifications are a plus, but not required to apply:
Bachelor's degree or higher with specialization in Risk Management
Insurance industry experience
Ability to engage and present with the “C” Suite
Proven track record in the development of new clients & retention of existing relationships
Competitive in a collaborative sales environment
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:
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities
Additionally, as a Sales Consultant, Business Insurance, you will receive:
Competitive compensation program: Renewal Income - you don't start at zero every year; New Business; Book Growth; Cross-Sales
Collaborative sales environment
Formal training and mentorship programs
Strategic sales process
Annual sales awards and competition
Entrepreneurial sales leadership team
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.
#LI-hybrid
#MMAMID
#MMABI
Auto-ApplySales Consultant, Business Insurance
Charlotte, NC jobs
Company:Marsh McLennan AgencyDescription:
Marsh McLennan Agency
Sales Consultant, Business Insurance
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Sales Consultant, Business Insurance at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).
A day in the life.
As our Sales Consultant on the Business Insurance team, you'll develop a comprehensive prospecting plan, including targets and methodology for developing prospects into clients; network centers of influence in order to develop new opportunities; deliver MMA's value proposition for each opportunity and align the Agency's resources and capabilities; leverage referral and targeted introductions from clients, prospects and business relationships. Sales Consultants at MMA are: Revenue Growth Drivers, Primary Relationship Stewards, Lead Strategists, Complex problem solvers.
Our future colleague.
We'd love to meet you if your professional track record includes these skills:
High school diploma
Prior B2B sales experience with consultative sales skills
Proven track record in the development of new clients & retention of existing relationships
Proficiency with Microsoft Office products
Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future.
These additional qualifications are a plus, but not required to apply:
Bachelor's degree or higher with specialization in Risk Management
Insurance industry experience preferred
Ability to engage and present with the “C” Suite
Competitive in a collaborative sales environment
We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Some benefits included in this role are:
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities
Additionally, as a Sales Consultant, Business Insurance, you will receive:
Competitive compensation program: Renewal Income - you don't start at zero every year; New Business; Book Growth; Cross-Sales
Collaborative sales environment
Formal training and mentorship programs
Strategic sales process
Annual sales awards and competition
Entrepreneurial sales leadership team
To learn more about a career at MMA, check out our website or flip through recruiting brochure.
Follow us on social media to meet our colleagues and see what makes us tick:
Instagram
Facebook
X
LinkedIn
Who
you
are is who
we
are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#MMAMID
#LI-hybrid
#MMABI
Auto-ApplySales Executive
Poughkeepsie, NY jobs
We are seeking a dynamic and results-driven Sales Executive with exceptional communication skills and in-depth knowledge in the commercial insurance industry. This role is ideal for a highly motivated professional who excels at building relationships, identifying opportunities, and closing deals. You will be responsible for driving new business growth, expanding existing commercial lines accounts, and maintaining a strong book of business.
This position can be based out of any of Marshall+Sterling's Group Benefits offices.
MAJOR RESPONSIBILITIES
Drive new business growth while maintaining and expanding your book of business.
Proactively build and manage a pipeline of prospects to achieve sales and retention goals.
Craft a compelling value proposition, leveraging your expertise and the powerful tools provided by Marshall+Sterling.
Gather and analyze detailed risk and underwriting information to tailor insurance solutions.
Create and present professional, customized insurance proposals using Marshall+Sterlings advanced online system.
Follow structured renewal workflows to ensure strong client retention and long-term partnerships.
Identify opportunities to refer clients and prospects to other divisions within Marshall+Sterling to meet their broader needs.
Partner with internal teams, delegating client service tasks effectively for seamless support.
Foster strong, professional relationships with colleagues, contributing to a positive and collaborative work environment.
Requirements:
Active state insurance license is required, with a commitment to maintaining compliance through ongoing continuing education.
Demonstrated success in pursuing and closing sales, with a strong track record of meeting and exceeding goals.
Strong communication and interpersonal skills, with the ability to connect with diverse individuals and teams.
Highly organized and detail-oriented, ensuring efficiency and accuracy in all aspects of the role.
Valid drivers license
College degree preferred, high school diploma or equivalent required.
Compensation
Compensation: $100,000 - $175,000, based on demonstrated insurance sales experience and measurable achievements.
Benefits: Comprehensive package including Medical, Dental, Vision, 401(k), Paid Time Off (PTO), paid holidays, company-paid life insurance for you and your dependents, medical paid time off, employee assistance programs, and more!
Why Join Marshall+Sterling? Our ESOP Sets Us Apart!
As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Heres what makes our ESOP so valuable:
Ownership & Wealth-Building: Every eligible employee earns shares in the company at no cost, creating a meaningful path to financial security.
Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the companys success.
Retirement Security: Our ESOP is a powerful supplement to your retirement savings, helping you plan for the future with confidence.
Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the companys growth and success.
No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment.
Stability & Legacy: With over 150 years of success, our ESOP ensures that Marshall+Sterling remains strong, independent, and employee-driven for generations to come.
Join us and experience the benefits of true employee ownership!
MS24 and LNK
Compensation details: 100000-250000 Yearly Salary
PIa778fb88c6da-31181-37084691