## Account Exectuive, Employee Benefits (Small Group) Our service professionals play a vital role in supporting our clients with day-to-day accountmanagement, claims management, and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources, you will be amongst some of the industry's top talent to help guide and support our customer's needs and provide them with innovative insurance solutions. and expands relationships with employee benefit clients by performing the following duties. The book of business (Small Group) consists of clients with over **20-25 groups** under **100 lives** per group, with self-funded and fully insured plan types. Proficiency with self-funding is preferred.Responsibilities: Helps to develop and implement client's benefits strategies.Interfaces with the client at both the HR Manager/Director as well as the C-Suite level to understand the customer's overall objectives and requirements. Strategies and execution for ACA requirements, COVID and new administration legislation Provides Client's experience reporting requirements Is the team point person regarding escalation of issues or activities that the customer encounters with benefits programs and services.5+ years of related experience within a brokerage environment Experience supporting the small group market (100 lives and under) Self-funding experience is preferred Experience as a strategic lead for accounts (leading client meetings, client teams and the delegation of deliverables) Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions. Industry Knowledge - Strong knowledge of employee benefits products and services and how they are delivered to clients; knowledge of related legislation such as ACA, COBRA and HIPAAComputer Skills - Use of Microsoft Word, Excel and PowerPoint to create effective presentations and exhibits.Team Player - Effectively works with team. Leadership - Demonstrates leadership skills; sets example for others to follow. Effectively coaches others in developing their skills and abilities. *The expected salary range for this position is **$105,000.00** to **$115,000.00**and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.*Bonjour. Nous sommes HUB.Dans un monde en rapide évolution, nous conseillons les entreprises et les individus sur la facon de se préparer à l'inattendu. Lorsque vous vous associez à nous, vous êtes au centre d'un vaste réseau d'experts qui vous aideront à atteindre vos objectifs grâce à nos services de gestion de risques, de gestion des demandes d'indemnisation et de soutien en matière de conformité. Vous aurez donc l'esprit tranquille parce que vous saurez que ce qui compte le plus pour vous sera protégé grâce à un appui constant et des solutions d'assurance qui vous mettent en contrôle.À propos de HUB InternationalHUB International Limited (HUB), dont le siège social est situé à Chicago (Illinois), est un important courtier d'assurance mondial qui offre des produits et des services complets dans les domaines de l'assurance de dommages, de l'assurance de personnes, des avantages sociaux, des investissements et de la gestion de risque. Avec des bureaux partout en Amérique du Nord, le vaste réseau de spécialistes de HUB offre la tranquillité d'esprit en protégeant ce qui compte le plus grâce à un appui constant et des solutions d'assurance sur mesure. Pour plus d'informations, veuillez visiter .
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$105k-115k yearly 2d ago
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Hybrid Director of Benefits Consulting
PDCM Insurance Inc. 3.8
Woodbridge, CT jobs
A leading insurance service provider in Woodbridge, NJ is seeking a Director of Benefits Consulting. This hybrid position involves managing client accounts, ensuring exceptional service, and leading a team. Candidates should have substantial accountmanagement and leadership experience, with a NJ Life & Health license preferred. The role offers a competitive salary between $160,000 and $175,000 per year based on experience.
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$160k-175k yearly 1d ago
Remote Territory Sales & Growth Executive
Asurea 4.6
San Francisco, CA jobs
A premier marketing organization in San Francisco seeks a motivated Remote Territory Sales Executive. This role involves negotiating sales, responding to client inquiries, and providing accurate quotations. Ideal candidates should possess strong customer service skills, experience in sales, and the ability to communicate effectively. Join a dynamic team and thrive in a competitive industry with opportunities for leadership.
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$131k-181k yearly est. 3d ago
Remote Territory Sales Executive
Asurea 4.6
San Francisco, CA jobs
The Gilbert Agency is a premier Marketing Organization serving clients and businesses in the financial services market. Designed from the ground up by industry veterans, The Gilbert Agency provides a proven client integration system, digital application processes, and innovative technology to become a leader in the segment. With the driving force of progressive and proprietary technology, a competitive portfolio of services, and state‑of‑the‑art training, The Gilbert Agency has created a company that has become recognized as the innovative leader and preferred provider for its clients and field force.
We're looking for a highly motivated self‑starter to fill this open position.
The ideal candidate will have a strong customer service background and a passion for helping people with innovative solutions. A successful candidate is able to communicate effectively and build rapport easily with customers and will utilize their experience with customer service and sales with us here. For those who have proven leadership experience, we may find mutual benefit to discuss elevated leadership promotions.
Responsibilities
Acting as a point of contact between clients and the company
Negotiating terms of sales and agreements and closing sales with customers
Gathering market and customer information to figure out the client needs
Responding to client inquiries and resolving their objections to get them to make a purchase
Advising product development on improvements and discussing special promotions
Creating proposal documents as part of the sale
Providing clients with detailed and accurate quotations and cost calculations
Preferred Skills and Qualifications
Excellent verbal and communications kills
Good listening skills and attention to details
High level of resilience and the ability to handle objections
Excellent interpersonal skills and the ability to flourish in a competitive industry
A great sense of self‑motivation, ambition, and determination
Ability to achieve desired results both individually and as part of a team
Preferred previous sales and/or customer service experience
Good self‑management skills and ability to prioritize tasks effectively
The Gilbert Agency | Remote Territory Sales Executive
No agent's success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work.
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A leading insurance brokerage in San Francisco is seeking an experienced Account Executive in the Employee Benefits space. The role involves managing client relationships, delivering strategic benefit solutions, and collaborating with colleagues to exceed client expectations. Ideal candidates have a bachelor's degree and extensive client service experience in health insurance. This position offers a chance to thrive in a caring culture while making a significant impact in the industry.
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$121k-168k yearly est. 5d ago
Senior Process Executive - Accounts Receivable
Hays 4.8
Tampa, FL jobs
The final salary or hourly wage, as applicable, paid to each candidate/applicant for this position is ultimately dependent on a variety of factors, including, but not limited to, the candidate's/applicant's qualifications, skills, and level of experience as well as the geographical location of the position.
Applicants must be legally authorized to work in the United States. Sponsorship not available.
Our client is seeking a Senior Cloud Security Engineer in for a remote opportunity
Role Description
The Senior Process Executive - Accounts Receivable is responsible for managing and optimizing the full lifecycle of hospital and professional claims across third-party payers, including commercial insurance, Medicare, and Medicaid. This role requires advanced knowledge of US healthcare billing, claims adjudication, and payer-specific requirements, ensuring timely and accurate reimbursement for healthcare services.
• Manageaccounts receivable processes for hospital and professional claims, ensuring compliance with US payer regulations.
• Analyze and resolve outstanding claims, including denials and underpayments, using payer-specific portals and resources.
• Investigate root causes of denials, apply appropriate ICD-10 and CPT codes, and implement corrective actions to maximize reimbursement.
• Prepare and submit appeals to insurance companies and Medicare, including redetermination requests and supporting documentation.
• Perform online submission of claims and monitor claim status through portals.
• Review aged receivables, recommend write-offs for uncollectible accounts, and report findings to the AccountManager.
• Maintain up-to-date knowledge of payer policies, federal and state regulations (HIPAA, CMS guidelines), and industry best practices.
• Collaborate with internal teams and external payers to resolve complex claim issues and expedite payment.
Skills & Requirements
• Bachelor's degree or equivalent experience required; preferred in Business, Healthcare Administration, or related field.
• Minimum 1-2 years of hands-on experience in US healthcare revenue cycle management, with a focus on hospital and professional claims.
• In-depth understanding of UB-04 and CMS-1500 claim forms, ICD-10, CPT/HCPCS coding, and payer guidelines.
• Exceptional communication and interpersonal skills; able to interact professionally with payers, providers, and team members.
• Strong problem-solving and critical thinking abilities, with attention to detail and accuracy.
• Demonstrated ability to prioritize tasks, manage multiple deadlines, and adapt to changing regulatory requirements.
• High level of integrity, work ethic, and commitment to organizational goals.
• Proficiency in healthcare billing software, payer portals, and Microsoft Office Suite.
• Experience with US hospital billing systems (Epic, Cerner, Meditech, etc.).
• Familiarity with payer regulations, including appeals and redetermination processes.
• Ability to work independently and as part of a collaborative team.
Benefits/Other Compensation
This position is a contract/temporary role where Hays offers you the opportunity to enroll in full medical benefits, dental benefits, vision benefits, 401K and Life Insurance ($20,000 benefit).
Why Hays?
You will be working with a professional recruiter who has intimate knowledge of the industry and market trends. Your Hays recruiter will lead you through a thorough screening process in order to understand your skills, experience, needs, and drivers. You will also get support on resume writing, interview tips, and career planning, so when there's a position you really want, you're fully prepared to get it.
Nervous about an upcoming interview? Unsure how to write a new resume?
Visit the Hays Career Advice section to learn top tips to help you stand out from the crowd when job hunting.
Hays is committed to building a thriving culture of diversity that embraces people with different backgrounds, perspectives, and experiences. We believe that the more inclusive we are, the better we serve our candidates, clients, and employees. We are an equal employment opportunity employer, and we comply with all applicable laws prohibiting discrimination based on race, color, creed, sex (including pregnancy, sexual orientation, or gender identity), age, national origin or ancestry, physical or mental disability, veteran status, marital status, genetic information, HIV-positive status, as well as any other characteristic protected by federal, state, or local law. One of Hays' guiding principles is ‘do the right thing'. We also believe that actions speak louder than words. In that regard, we train our staff on ensuring inclusivity throughout the entire recruitment process and counsel our clients on these principles. If you have any questions about Hays or any of our processes, please contact us.
In accordance with applicable federal, state, and local law protecting qualified individuals with known disabilities, Hays will attempt to reasonably accommodate those individuals unless doing so would create an undue hardship on the company. Any qualified applicant or consultant with a disability who requires an accommodation in order to perform the essential functions of the job should call or text ************.
Drug testing may be required; please contact a recruiter for more information.
$53k-78k yearly est. 1d ago
Territory Sales Director
W. R. Berkley Corporation 4.2
Chicago, IL jobs
Company Details
Berkley Select delivers professional liability insurance solutions to individuals, businesses, professional services firms, and nonprofit organizations.
As a Berkley company, Berkley Select is staffed with a team of experts with a specific focus on Professional Liability. Berkley Select utilizes individual risk underwriting, loss control, and claims practices to provide superior products and services to its customers.
Berkley Select is a Berkley Company. W. R. Berkley, founded in 1967, is one of the nation's premier commercial lines property casualty insurance providers. W. R. Berkley Corporation (NYSE: WRB).
Company URL: *****************************
The company is an equal employment opportunity employer.
Responsibilities
As a Territory Sales Director, you will be the face of Berkley Select in your region, driving profitable growth, deepening strategic relationships with broker partners, and expanding our market presence. This is a high-impact, relationship-driven role ideal for a dynamic, self-motivated insurance professional.
Planning & Strategy
Develop territory-specific business plans and budgets.
Lead annual sales planning with internal teams and broker partners.
Broker Engagement
Build and execute strategic growth plans with assigned producers and brokers.
Conduct regular business reviews and planning sessions.
Identify cross‑selling opportunities across product lines.
Territory Development
Analyze market trends and identify new business opportunities.
Expand Berkley Select's footprint in emerging and underserved markets.
Collaborate with underwriting and product teams to tailor solutions.
Pipeline Management
Build and maintain a robust pipeline of new business.
Use data‑driven insights to prioritize efforts and track performance.
Product Advocacy & Collaboration
Serve as a subject matter expert for Berkley Select's professional liability products.
Partner with underwriting, claims, and marketing teams to align on strategic initiatives.
Escalate key opportunities and challenges to leadership.
Deep knowledge and understanding of competitor product offerings and distribution.
Relationship Building
Foster long‑term broker and client relationships.
Conduct stewardship meetings and manage stakeholder engagement.
Invite clients to flagship events and regional programs.
Regular and predictable attendance
Qualifications
Bachelor's degree or equivalent work experience.
5-7 years of insurance marketing or sales experience, preferably within the management and professional liability space.
Established broker relationships and a track record of sales success.
Strong analytical and negotiation skills, with the ability to influence and persuade.
Familiarity with AI/ML tools to support strategic decisions.
Effective time management and organizational skills.
Excellent verbal and written communication skills.
Highly self‑motivated, capable of working autonomously, but also thrives in a team‑based environment.
Travel Requirements: This is an external‑facing role with significant travel within the assigned territory. A combination of in‑person and virtual agency meetings is required, with a strong preference for face‑to‑face interactions where feasible.
Additional Company Details
The position may be based in Arizona, Colorado, Illinois, Nevada, Pennsylvania or Texas. If located in Chicago, IL the role will be based in the office four days per week when not travelling. We do not accept any unsolicited resumes from external recruiting firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees which for this role includes: Base Salary Range: $90,000 - $150,000, based on experience. The application window for this role is estimated to be open through February 13, 2026, but may be extended; if necessary, please submit your application as soon as possible prior to February 13, 2026. 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. This role is eligible to participate in the annual discretionary bonus program. Benefits: Health, Dental, Vision, Life, Disability, Wellness, Paid Time Off, 401(k) and Profit‑Sharing plans.
Sponsorship Details
Sponsorship not Offered for this Role
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$90k-150k yearly 2d ago
Account Director, Market Data
Trov 4.1
San Francisco, CA jobs
At Pave, we're building the industry's leading compensation platform, combining the world's largest real-time compensation dataset with deep expertise in AI and machine learning. Our platform is perfecting the art and science of pay to give 8,500+ companies unparalleled confidence in every compensation decision.
Top tier companies like OpenAI, McDonald's, Instacart, Atlassian, Synopsys, Stripe, Databricks, and Waymo use Pave, transforming every pay decision into a competitive advantage. $190+ billion in total compensation spend is managed in our workflows, and 58% of Forbes AI 50 use Pave to benchmark compensation.
The future of pay is real-time & predictive, and we're making it happen right now. We've raised $160M in funding from leading investors like Andreessen Horowitz, Index Ventures, Y Combinator, Bessemer Venture Partners, and Craft Ventures.
The Market Data Strategy and Ops Team @ Pave
Pave is building the largest real-time compensation market dataset, and our strategy and operations team drives this goal forward. We partner with customers, R&D, and Pave's leadership to determine the why, when, and how for our biggest data challenges while leading the execution of solutions. This role will primarily focus on accelerating customer data acquisition, while also supporting data throughput, product strategy, and other key initiatives.
What You'll Do
Acquire and onboard MM+ tech companies as data partners through targeted outreach campaigns, converting prospects into actively engaged platform users
Shepherd customers through technical integration from initial setup to full deployment, maintaining ownership of the entire journey and driving high completion rates
Lead enablement initiatives and strategic reviews with enterprise clients to maximize platform utilization, strengthen relationships, and secure long‑term retention
Uncover cross‑sell opportunities by identifying adjacent product needs during data engagements, then qualifying and referring prospects to Account Executive teams
Develop scalable frameworks and protocols working alongside Data and RevOps to streamline integration workflows, flag at‑risk accounts early, and create repeatable handoff processes
Champion Pave's data value proposition by crafting compelling narratives that resonate with compensation leaders and position the platform as mission‑critical infrastructure
Build and optimize conversion funnels through disciplined prospecting, systematic qualification, and metrics‑driven pipeline management across all customer touchpoints
What You'll Bring
Customer Success and Enablement: Deep expertise in driving product adoption and usage through systematic enablement programs, with experience managing customer lifecycle from onboarding through expansion
Technical Integration Partnership: Strong ability to collaborate with customer technical teams and internal product/engineering to ensure seamless data integrations and ongoing platform optimization
Pipeline Development and Qualification: Demonstrated skills in prospecting, lead qualification, and systematic pipeline management with measurable conversion metrics
Cross‑Functional Revenue Generation: Track record of identifying and developing opportunities across multiple product lines, with ability to effectively hand off qualified leads while maintaining relationship ownership
Data Storytelling and Evangelism: Expertise in translating complex data insights into compelling business narratives that drive customer engagement and platform adoption
Consultative Relationship Building: Proven ability to build trusted advisor relationships with C‑level executives and compensation leaders through strategic business reviews and thought leadership
Metrics‑Driven Growth Mindset: Strong analytical capabilities with experience building and optimizing conversion funnels, customer success metrics, and revenue attribution models
Compensation, It's What We Do.
Salary is just one component of Pave's total compensation package for employees. Your total rewards package at Pave will include equity, top‑notch medical, dental, and vision coverage, an unlimited PTO policy, and many other region‑specific benefits. Your level is based on our assessment of your interview performance and experience, which you can always ask the hiring manager about to understand in more detail. This salary range may include multiple levels.
The targeted cash compensation for this position is (level depends on experience and performance in the interview process):
$180k OTE
Life @ Pave
Since being founded in 2019, Pave has established a robust global footprint. Headquartered in San Francisco's Financial District, we operate strategic regional hubs across New York City's Flatiron District, Salt Lake City, and the United Kingdom. We cultivate a vibrant, collaborative workplace culture through our hybrid model, bringing teams together in‑person on Mondays, Tuesdays, Thursdays, and Fridays to foster innovation and strengthen professional relationships.
Benefits @ Pave
At Pave, career advancement drives everything-roles expand, responsibilities deepen, and compensation rises alongside your professional growth.
What we provide
Complete Health Coverage: Comprehensive Medical, Dental and Vision coverage for you and your family, with plenty of options to suit your needs
Time off & Flexibility: Flexible PTO and the ability to work from anywhere in the world for a month
Meals & Snacks: Lunch & dinner stipends as well as fully stocked kitchens to fuel you
Professional Development: Quarterly education stipend to continuously grow
Family Support: Robust parental leave to bond with your new family
Commuter Assistance: A commuter stipend to help you collaborate in person
Vision - Our vision is to unlock a labor market built on trust Mission - Our team's mission is to build confidence in every compensation decision Are you ready to help our customers make smarter, more effective compensation decisions? Voluntary Self-Identification
For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.
As set forth in Pave's Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:
A 'disabled veteran' is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.
A 'recently separated veteran' means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.
An 'active duty wartime or campaign badge veteran' means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
An 'Armed forces service medal veteran' means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.
Voluntary Self-Identification of Disability
Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026
How do you know if you have a disability? A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:
Alcohol or other substance use disorder (not currently using drugs illegally)
Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
Blind or low vision
Cancer (past or present)
Cardiovascular or heart disease
Celiac disease
Cerebral palsy
Deaf or serious difficulty hearing
Diabetes
Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
Epilepsy or other seizure disorder
Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
Intellectual or developmental disability
Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
Missing limbs or partially missing limbs
Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
Nervous system condition, for example, migraine headaches, Parkinson's disease, multiple sclerosis (MS)
Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
Partial or complete paralysis (any cause)
Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
Short stature (dwarfism)
Traumatic brain injury
PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.
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$180k yearly 3d ago
Account Director, Market Data
Trov 4.1
New York, NY jobs
At Pave, we're building the industry's leading compensation platform, combining the world's largest real-time compensation dataset with deep expertise in AI and machine learning. Our platform is perfecting the art and science of pay to give 8,500+ companies unparalleled confidence in every compensation decision.
Top tier companies like OpenAI, McDonald's, Instacart, Atlassian, Synopsys, Stripe, Databricks, and Waymo use Pave, transforming every pay decision into a competitive advantage. $190+ billion in total compensation spend is managed in our workflows, and 58% of Forbes AI 50 use Pave to benchmark compensation.
The future of pay is real-time & predictive, and we're making it happen right now. We've raised $160M in funding from leading investors like Andreessen Horowitz, Index Ventures, Y Combinator, Bessemer Venture Partners, and Craft Ventures.
The Market Data Strategy and Ops Team @ Pave
Pave is building the largest real-time compensation market dataset, and our strategy and operations team drives this goal forward. We partner with customers, R&D, and Pave's leadership to determine the why, when, and how for our biggest data challenges while leading the execution of solutions. This role will primarily focus on accelerating customer data acquisition, while also supporting data throughput, product strategy, and other key initiatives.
What You'll Do
Acquire and onboard MM+ tech companies as data partners through targeted outreach campaigns, converting prospects into actively engaged platform users
Shepherd customers through technical integration from initial setup to full deployment, maintaining ownership of the entire journey and driving high completion rates
Lead enablement initiatives and strategic reviews with enterprise clients to maximize platform utilization, strengthen relationships, and secure long‑term retention
Uncover cross‑sell opportunities by identifying adjacent product needs during data engagements, then qualifying and referring prospects to Account Executive teams
Develop scalable frameworks and protocols working alongside Data and RevOps to streamline integration workflows, flag at‑risk accounts early, and create repeatable handoff processes
Champion Pave's data value proposition by crafting compelling narratives that resonate with compensation leaders and position the platform as mission‑critical infrastructure
Build and optimize conversion funnels through disciplined prospecting, systematic qualification, and metrics‑driven pipeline management across all customer touchpoints
What You'll Bring
Customer Success and Enablement: Deep expertise in driving product adoption and usage through systematic enablement programs, with experience managing customer lifecycle from onboarding through expansion
Technical Integration Partnership: Strong ability to collaborate with customer technical teams and internal product/engineering to ensure seamless data integrations and ongoing platform optimization
Pipeline Development and Qualification: Demonstrated skills in prospecting, lead qualification, and systematic pipeline management with measurable conversion metrics
Cross‑Functional Revenue Generation: Track record of identifying and developing opportunities across multiple product lines, with ability to effectively hand off qualified leads while maintaining relationship ownership
Data Storytelling and Evangelism: Expertise in translating complex data insights into compelling business narratives that drive customer engagement and platform adoption
Consultative Relationship Building: Proven ability to build trusted advisor relationships with C‑level executives and compensation leaders through strategic business reviews and thought leadership
Metrics‑Driven Growth Mindset: Strong analytical capabilities with experience building and optimizing conversion funnels, customer success metrics, and revenue attribution models
Compensation, It's What We Do.
Salary is just one component of Pave's total compensation package for employees. Your total rewards package at Pave will include equity, top‑notch medical, dental, and vision coverage, an unlimited PTO policy, and many other region‑specific benefits. Your level is based on our assessment of your interview performance and experience, which you can always ask the hiring manager about to understand in more detail. This salary range may include multiple levels.
The targeted cash compensation for this position is (level depends on experience and performance in the interview process):
$180k OTE
Life @ Pave
Since being founded in 2019, Pave has established a robust global footprint. Headquartered in San Francisco's Financial District, we operate strategic regional hubs across New York City's Flatiron District, Salt Lake City, and the United Kingdom. We cultivate a vibrant, collaborative workplace culture through our hybrid model, bringing teams together in‑person on Mondays, Tuesdays, Thursdays, and Fridays to foster innovation and strengthen professional relationships.
Benefits @ Pave
At Pave, career advancement drives everything-roles expand, responsibilities deepen, and compensation rises alongside your professional growth.
What we provide
Complete Health Coverage: Comprehensive Medical, Dental and Vision coverage for you and your family, with plenty of options to suit your needs
Time off & Flexibility: Flexible PTO and the ability to work from anywhere in the world for a month
Meals & Snacks: Lunch & dinner stipends as well as fully stocked kitchens to fuel you
Professional Development: Quarterly education stipend to continuously grow
Family Support: Robust parental leave to bond with your new family
Commuter Assistance: A commuter stipend to help you collaborate in person
Vision - Our vision is to unlock a labor market built on trust Mission - Our team's mission is to build confidence in every compensation decision Are you ready to help our customers make smarter, more effective compensation decisions? Voluntary Self-Identification
For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.
As set forth in Pave's Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:
A 'disabled veteran' is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.
A 'recently separated veteran' means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.
An 'active duty wartime or campaign badge veteran' means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
An 'Armed forces service medal veteran' means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.
Voluntary Self-Identification of Disability
Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026
How do you know if you have a disability? A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:
Alcohol or other substance use disorder (not currently using drugs illegally)
Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
Blind or low vision
Cancer (past or present)
Cardiovascular or heart disease
Celiac disease
Cerebral palsy
Deaf or serious difficulty hearing
Diabetes
Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
Epilepsy or other seizure disorder
Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
Intellectual or developmental disability
Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
Missing limbs or partially missing limbs
Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
Nervous system condition, for example, migraine headaches, Parkinson's disease, multiple sclerosis (MS)
Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
Partial or complete paralysis (any cause)
Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
Short stature (dwarfism)
Traumatic brain injury
PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.
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$180k yearly 3d ago
Enterprise AI-Powered Market Data Account Director
Trov 4.1
San Francisco, CA jobs
A leading compensation platform provider in New York is seeking an expert in customer success and technical integration. This role is crucial for onboarding tech companies as data partners and ensuring high utilization of the platform. Candidates should have a track record in driving product adoption and building relationships with technical teams. The position offers competitive compensation and a vibrant work culture.
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$102k-151k yearly est. 3d ago
Enterprise AI-Powered Market Data Account Director
Trov 4.1
New York, NY jobs
A leading compensation platform provider in New York is seeking an expert in customer success and technical integration. This role is crucial for onboarding tech companies as data partners and ensuring high utilization of the platform. Candidates should have a track record in driving product adoption and building relationships with technical teams. The position offers competitive compensation and a vibrant work culture.
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$99k-151k yearly est. 3d ago
Account Executive I- Employee Benefits
Lockton Companies 4.5
San Francisco, CA jobs
San Francisco, California, United States of America
At Lockton, we're passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We're active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.
Lockton is seeking an experienced, dynamic client services professional in the Employee Benefits space, who will bring a fierce commitment to building relationships, exceeding client expectations, and pushing our Employee Benefits Practice to new heights in the marketplace. As an Account Executive, you will lead marketing, servicing, and strategic consulting efforts with prospective and current clients. The Account Executive is accountable for developing and delivering strategic benefit solutions that meet the needs of Lockton clients. Collaboration and a willingness to support your colleagues is imperative, as is a true love for building and nurturing internal and external relationships.
Position Responsibilities
Maintains and enhances Lockton's relationships with existing clients by implementing proactive, creative, and continuous initiatives to ensure client satisfaction and engagement.
Proactively understands the requirements and needs of a client.
Provide strategic planning and consulting advice to clients including the production of Requests for Proposal, coordination of vendor responses, analysis and comparison of RFP responses, and preparation of a client report with recommendations.
Consults with Clients to review options, vendor services, fees, strategies, and goals.
Consults regularly with Clients to review large claims, abnormal utilization results, and monthly claims experience.
Develops and maintains dependable working relationships with carriers, broker servicing networks, and other providers.
Oversees issue-resolution between Client and the Vendor.
Coordinates market selection for new and renewal business on designated accounts.
May help coordinate the day-to-day administrative activities among those servicing the Client's account including the coordination of all support services.
Negotiates program terms and costs.
Mentors and trains junior-level staff.
Researches and understands industry trends, product development government regulations.
Operate effectively in a team environment, collaborating with colleagues to achieve common goals.
Performs other responsibilities and duties as needed.
Qualifications
Bachelor's degree in business administration or related field and/or years of experience equivalent.
Typically, 7 years or more of Client service experience in a health and welfare/employee benefits environment; at least (5) years of this experience needs to be at a consulting and/or brokerage firm.
Experience presenting in front of clients.
Firm working knowledge of group benefits in multiple product lines and a basic understanding of risk management.
Working knowledge of different financial arrangements and products available to clients.
Strong knowledge of underwriting, financing, and funding approaches.
Ability to prepare and present client presentations with clarity and understanding.
Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
Strong verbal and interpersonal communication skills required.
Understands industry trends and governmental regulations.
Ability to complete continuing education requirements as needed.
Current Life & Health license or ability to obtain immediately.
Ability to attend company, department, and team meetings as required, including industry training sessions.
Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information.
Ability to efficiently organize work and manage time to meet deadlines.
Ability to travel by automobile and aircraft.
Ability to use office equipment such as a computer, keyboard, calculator, and photocopier.
Ability to work on a computer for a prolonged amount of time.
Ability to work outside of normal business hours as needed.
Legally able to work in the United States.
Equal Opportunity Statement
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long‑term success.
About Lockton
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what's right every day.
At Lockton, we believe in the power of all people. You belong at Lockton.
How We Will Support You
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
We are ready to meet you where you are today, and as your needs change over time. In addition to industry‑leading health insurance, we offer additional options to support your overall health and wellbeing.
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$70k-105k yearly est. 5d ago
Sales Executive
Chicago Title Insurance Company 4.4
Bellingham, WA jobs
Sales Executive - Title & Escrow Services
Chicago Title Insurance Company
Chicago Title is a trusted leader in title insurance and escrow services, delivering exceptional service, local expertise, and innovative tools that help real estate professionals succeed. As a proud member of the Fidelity National Financial (FNF) family of companies, we offer the strength of a national brand with a relationship-focused local culture.
Position Summary
Chicago Title is seeking a motivated, relationship-driven Sales Executive to develop, retain, and grow a high-quality residential client base. This role is ideal for a team-oriented self-starter who thrives on prospecting, building long-term partnerships, and consistently performing at a high level. This is a full-time onsite position.
Key Responsibilities
• Build and maintain strong relationships with real estate agents, lenders, builders, and industry partners
• Generate new business through networking, and strategic outreach
• Conduct one-on-one client appointments and deliver presentations
• Host and teach educational classes at real estate offices and industry events
• Represent Chicago Title at open houses, association meetings, and networking events
• Communicate Chicago Title's value proposition clearly and confidently
• Collaborate with escrow and internal teams to deliver an exceptional client experience
Skills & Qualifications
• Sales and/or real estate industry experience preferred, but not required
• Comfortable with outbound prospecting
• Confident communicator with strong presentation skills
• Highly organized, motivated, and goal-oriented
• Experience using CRM systems and Microsoft Office
• High school diploma or GED required; college degree preferred
• Valid driver's license and reliable transportation
Compensation & Benefits
Base salary plus commission, with a comprehensive benefits package including medical, dental, vision, life, and disability insurance; paid time off; a 401(k) with company match; and an employee stock purchase plan.
Fidelity National Financial, its affiliates, and subsidiaries are Equal Opportunity Employers.
Email cover letter and resume to Kirstin Hunt at: ********************
$58k-98k yearly est. 2d ago
Assistant Account Manager, Employee Benefits
Hub International 4.8
Senior account manager job at HUB International
AccountManager, Employee Benefits page is loaded## AccountManager, 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 accountmanagement, 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 **AccountManager 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 AccountManagement & 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 .
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$68.6k-75k yearly 2d ago
Commercial Lines - Client Executive
C3 Risk & Insurance 4.4
San Diego, CA jobs
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
$145k-175k yearly 60d+ ago
Commercial Lines - Client Executive
C3 Risk & Insurance 4.4
San Diego, CA jobs
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:
$145k-175k yearly 6d ago
Global Client Executive
Lockton 4.5
Denver, CO jobs
Lockton is currently seeking a Global Client Executive in the Lockton Global Solutions Practice who will be independently and wholly responsible for a book of global clients; this will entail translating risk and loss profiles into solutions through program design across all lines of cover through program design across all lines of cover through a compliance lens. They will build long-term, trusted advisor relationships with clients, producers, and domestic associates, supporting business growth. The Global Client Executive drives accountability for execution of account strategies by delegating and empowering supporting associates on the Lockton Global Solutions team, as well as the domestic US risk teams. The Global Account Executive should always adhere to Lockton's cultural values, and treat fellow associates, clients and vendors with dignity and respect.
Responsibilities
* Leadership of a dedicated book of business
* Strong relationships with global clients - understand their global insurance needs and requirements
* Stay up to date on all industry and global economic trends to provide informed advice to clients
* Accountable for the global service and execution
* Lead market relationships and negotiation
* Manage the entire renewal process and overall global client relationship
* Leadership and development of Client Managers and Global Analysts
* Manage and cultivate internal relationships with other Risk Solutions teams, other associates, and Producers
Essential Competencies
* Senior coverage expert across all lines of business. Specifically, with ownership (both placement and advisory) of the International Casualty product. Collaboration, strategic input and international implementation of other lines of cover, including but not limited to: Property, Marine, Directors and Officers Liability, Crime, Business Travel Accident, Environmental Liability and Professional Liability
* Identifies opportunities to create synergies and reduce frictional costs of global programs
* Can articulate Lockton's global capabilities, value proposition and differentiators
* Ability to analyze exposures and identify risks, inconsistencies, and accuracy of reported data
* Creates timely and accurate submissions, initial quote comparisons and coverage reviews
* Assists with prospecting new business, including preparing and presenting RFPs
* Post-binding implementation, including overseeing the accuracy and reporting of local admitted policies and other global program tracking
* Country Leadership - accountable for senior level relationships with the Lockton teams who are overseas and develops senior market relationships accountable for carrier performance
* Keep a pulse on market and regulatory developments to update internal and external stakeholders
#LI-DA2
$99k-142k yearly est. 38d ago
Client Executive - Employee Benefits
The Plexus Groupe 3.8
Dallas, TX jobs
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.
$140k-170k yearly Auto-Apply 36d ago
Business Development Strategist - Healthcare
ISG 4.7
Brookfield, WI jobs
Department
Business Development
Employment Type
Full Time
Location
Brookfield, WI
Workplace type
Onsite
Compensation
$65,000 - $175,000 / year
Essential Duties Skills, Knowledge and Expertise ISG Employee Owner Benefits About ISG We are 100% owned by our employees! ISG's Employee Stock Ownership Plan (ESOP) allows for broader ownership, the ability to be directly connected to performance, and our culture of accountability and opportunism is amplified. Put simply, everyone works hard = everyone benefits, not just an elite group.
We are focused on strengths, using those talents to guide personal development and team collaboration. We are involved in our communities and lead through empowerment. Firm growth is a direct reflection of the dedication, ingenuity, and hard work each ISG owner brings to the office and field every day.
ISG's growth and sustainability are based on the unwavering belief that we need to grow for the betterment of our people and firm. We are entrepreneurial. We believe in having the right people onboard and being disciplined during good times and when faced with new challenges. And most importantly, we foster growth through positive mentorship and progressive ideas that lead to strategic, contextual based decisions. We believe that this unwavering commitment to our culture, clients, and dynamic qualities translates to better services for our partners, and that it will continue to guide ISG's future.
Learn more about ISG at *********************
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$58k-82k yearly est. 60d+ ago
Business Development Strategist - Healthcare
ISG 4.7
Brookfield, WI jobs
Job DescriptionDescriptionAs a Business Development Strategist at ISG, a forward-thinking architecture and engineering firm since 1973, with a focus on healthcare, you will serve as the vital connector between client needs, geographic market opportunities, and multidisciplinary design expertise within our growing Healthcare Business Unit. Leveraging a deep understanding of the healthcare industry's evolving priorities; including funding models, data-informed strategies, operational workflows, and regulatory compliance, you will position ISG as a trusted partner to health systems, contractors, owner representatives, and vendors. This role is instrumental in driving strategic growth and expanding ISG's impact across the healthcare landscape.
In this role, you'll work closely with Tarah Raaum, an industry leader and ISG's Healthcare Business Unit Leader, to drive both project acquisition and long-term client relationships. Together, you'll position ISG at the forefront of healthcare design-creating environments that enhance community health, elevate the patient and provider experience, and improve operational performance.
Check out our recent projects: ISG Healthcare Portfolio
Essential Duties
Healthcare Intelligence: Has healthcare knowledge to make projects happen. Understands healthcare industry trends, regulatory changes, and the competitive positioning of A/E firms to guide pursuit strategies and ensure ISG is aligned with Client needs.
Internal Strategic Alignment: Partners with ISG's business unit leader, practice group leaders, and marketing team to develop strategies for proposals, presentations, and interviews that resonate with client priorities and needs.
Client Development: Builds and nurtures relationships with healthcare executives, facilities leaders, and C-suite decision-makers, identifying opportunities where design and engineering can add measurable value. Partners with Business Unit Leader to implement regional strategies by state.
Brand Positioning: Elevates the firm's visibility through thought leadership, conference participation, and targeted campaigns, showcasing expertise in healthcare design. Ability to work in state markets as well as grow national presence.
Collaboration: Acts as a bridge between healthcare business development and architecture and engineering technical teams, ensuring that client insights inform design solutions and that project successes translate into long-term partnerships and value.
We've listed a compensation range that reflects our expectations for this role, including both direct and indirect components. We understand that your experience and value may fall outside of this range. If you feel you're a strong fit but your compensation needs differ, we're open to a conversation-let's talk.
Skills, Knowledge and Expertise
Bachelor's degree in Administration, Marketing, Communications, or similar field, required
Degree in Masters of Business Administration, Masters of Healthcare Administration, Project Management, or Masters of Architecture, preferred
Experience in the Architecture, Engineering, or Construction Management (AEC) industry, preferred
10+ years experience in Healthcare operations - strong knowledge of what drives capital projects and investment
Strategic thinker with an entrepreneurial mindset and collaborative approach
Proven ability to build strong client relationships and promote ISG's design solutions
Exceptional communication skills-able to convey ideas empathetically, visually, and effectively in both written and verbal formats
Preferred Industry Credentials and Affiliations. Active membership and participation in professional organizations such as:
ASHE (American Society for Healthcare Engineering), including committee involvement, conference attendance, and speaking engagements
FASHE (Fellow of the American Society for Healthcare Engineering)
AIA (American Institute of Architects)
ACHA (American College of Healthcare Architects)
AHA (American Hospital Association)
Additional Certifications (Preferred but not required):
CHE - Certified Health Care Engineer
CHFM - Certified Health Care Facility Manager
CHC - Certified Health Care Constructor
HCC - Health Care Constructor Certificate
ISG Employee Owner Benefits
Paid time off, pro-rated amount available on your start date
Paid holidays and paid volunteer time
Paid parental leave
Bi-annual profit sharing
Employee Ownership Stock Plan (ESOP)
Traditional + Roth 401K retirement plan
Life insurance
HSA and FSA options
Bereavement leave
Supplemental voluntary benefits
Short term and long-term disability
Parking reimbursement, varies on office location
Cell phone plan reimbursement
Mileage reimbursement for ISG-approved travel