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Strategic Account Executive jobs at HUB International

- 1840 jobs
  • Senior Commercial Lines Account Executive

    Keyes Coverage Insurance Services 3.9company rating

    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.
    $43k-65k yearly est. 3d ago
  • Strategic Account Executive, PBA Services

    Capital Rx 4.1company rating

    Remote

    About Judi Health Judi Health is an enterprise health technology company providing a comprehensive suite of solutions for employers and health plans, including: Capital Rx, a public benefit corporation delivering full-service pharmacy benefit management (PBM) solutions to self-insured employers, Judi Health™, which offers full-service health benefit management solutions to employers, TPAs, and health plans, and Judi , the industry's leading proprietary Enterprise Health Platform (EHP), which consolidates all claim administration-related workflows in one scalable, secure platform. Together with our clients, we're rebuilding trust in healthcare in the U.S. and deploying the infrastructure we need for the care we deserve. To learn more, visit **************** Position Overview: The Account Executive/Strategic Account Executive - PBA Services is responsible for managing the planning, execution, growth & retention and client satisfaction of assigned clients in the Pharmacy Benefit Administration (PBA) market segment including Health Plans, Third Party Administrators (TPAs), and other Platform services. Additionally, this position will lead and collaborate through the broader Account Management team and with internal Capital Rx teams/departments as the client voice and advocate to ensure ongoing client satisfaction and to achieve client priorities and contractual obligations. This position acts as the quarterback and leader of the broader Account Management team who are aligned in support of our clients. This position reports to the Senior Account Executive/Senior Director, PBA Client Services. Position Responsibilities: Provide oversight and direction to the broader Account Management team with a focus on member and client satisfaction, trend management, client growth & retention, and regulatory compliance to meet client specific objectives, client priorities and service model deliverables Lead and develop the client relationship strategy and the strategic business planning process across the clients in your portfolio while incorporating other internal staff where and when needed to build and foster relationships with influencers and decision makers. Maintain thorough knowledge and tracking of contractual obligations on assigned book of business, including financials, performance guarantees, terms, and reporting/compliance Manage and facilitate the Account renewal and contracting process with a focus on client retention and the client financial/PNL management Serve as the relationship lead on assigned book of business, incorporating other internal staff where and when needed to the relationship; build and foster relationships with influencers and decision makers at the client Anticipates customer needs and proactively identifies new opportunities within assigned accounts. Develop and maintain comprehensive knowledge of our business, including products and services to field questions from the client side and to answer timely & accurately Collaborate with internal teams to customize offerings and solutions, aligning with Health Plan/TPA Account needs and market demands - assemble internal resources to overcomes challenges. Analyze and interpret current pharmacy and healthcare trends, competitor activities, and industry regulations to inform strategic decisions, provide proactive recommendations for plan management and enhance the company's positioning within the PBA Services segment Lead, coach and support the Account Team on the effective positioning of the Capital Rx value proposition, our suite of Capital Rx Products and Solutions and JUDI capabilities available to our PBA clients Partner with our Business Development, Underwriting Teams & Senior Account Executives to support our PBA Account level growth and retention efforts by providing with Capital Rx sales support and market differentiator positioning, including RFP support, Broker/Consultant engagement and Best & Final support for prospective, existing and new and client business development needs Provide ongoing direction, coordination and coaching to the broader Account Team to align the Account Team understanding of the assigned client(s) business lines, strategies, key stakeholders & decision makers and priorities Serve as the content expert for Health Plan/TPA clients & opportunities Identify and help contribute to process improvement efforts Be accountable & own the client end-to end, inclusive of service model deliverables, contractual negotiations, client escalations and PNL management. All employees are responsible for adherence to the Capital Rx Code of Conduct including reporting of noncompliance. Required Qualifications: Bachelor's or advanced degree in health administration, business, or relevant professional experience. Bachelor of Pharmacy (B.S. Pharmacy) or Doctor of Pharmacy (PharmD) degree from an accredited institution is a plus Relevant professional experience for at least five (5) years in pharmacy - working within a health plan, managed care, or pharmacy benefits management (PBM) focused on Health Plans and Payer Commercial (Insured, Self-Funded, Exchange) and Government Program (Medicare & Medicaid) business lines. Health plan industry experience highly preferred Market and operational knowledge of Medicare Part D, Medicaid and Health Exchange pharmacy is required along with experience in supporting highly regulated business lines Track record of building trust in internal and external relationships Solution-focused problem solving and client positioning skills Exceptional written and verbal communication skills Ability to work with and influence peers in a team effort; leading cross-functional initiatives, meeting deadlines, and executing on deliverables while building strong internal relationships A decisive individual with sound technical skills, analytical ability, good judgement, and strong operational focus and detail-oriented perspective Flexible, highly organized, and able to shift priorities easily and work independently to meet deadlines Ability to effectively work with peers in a team effort Proficient in Microsoft Office Suite with emphasis on Microsoft Excel and large data sets and other industry software programs Ability to travel and present to small and large groups; travel is estimated to be up to 25% and be variable by season and business cycle. This position description is designed to be flexible, allowing management the opportunity to assign or reassign duties and responsibilities as needed to best meet organizational goals. #LI-BC1 Salary Range$120,000-$175,000 USD All employees are responsible for adherence to the Capital Rx Code of Conduct including the reporting of non-compliance. This position description is designed to be flexible, allowing management the opportunity to assign or reassign duties and responsibilities as needed to best meet organizational goals. Judi Health values a diverse workplace and celebrates the diversity that each employee brings to the table. We are proud to provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. By submitting an application, you agree to the retention of your personal data for consideration for a future position at Judi Health. More details about Judi Health's privacy practices can be found at *********************************************
    $120k-175k yearly Auto-Apply 22d ago
  • Strategic Account Executive

    Chubb 4.3company rating

    Chicago, IL jobs

    Combined Insurance, A Chubb company, is seeking a Strategic Account Executive to join our fast-paced, high energy, growing company. We are proud of our tradition of success in the insurance industry of nearly 100 years. Come join our team of hard-working, talented professionals! Position Summary The Strategic Account Executive will work in close partnership with the Strategic Partnerships Unit to cultivate and manage robust broker and client relationships. This role is pivotal in delivering exceptional sales support and client experiences, fostering collaboration both within the team and across the organization. The incumbent will consistently advocate for client needs while driving positive outcomes for the organization. They will have proactive relationship management, strong problem-solving abilities, and a focus on both sales growth and client retention. The incumbent supports mature, long-standing partnerships and contributes to the operational enhancement of emerging business units, always striving to deliver best-in-class service and solutions. Responsibilities Serve as the primary point of contact and subject matter expert for brokers and clients, ensuring effective communication and prompt resolution of inquiries, issues, and concerns. Build and maintain strong, positive relationships with brokers and clients, establishing trust and acting as a reliable resource for their needs. Develop and execute comprehensive, customized client relationship plans to satisfy service needs, achieve business and profitability objectives and drive account retention to support revenue growth. Collaborate with internal support teams to address and resolve broker and client inquiries, and provide guidance on navigating systems, processes, and resources for smooth operations. Proactively communicate important updates, changes, and industry trends to brokers and clients to keep them informed and support decision-making. Conduct regular meetings and check-ins with brokers and clients to gather feedback, address concerns, and strengthen relationships. Coordinate stewardship meetings, reporting, and training for brokers, clients, and key partners to ensure service needs are met and business objectives achieved. Act as a liaison among brokers, clients, and internal supporting functions to identify challenges, collaborate on process improvements, implement best practices, and bridge relationships where resolution is needed. Monitor performance metrics and analyze data to identify areas for improvement, growth opportunities, ensure compliance with industry regulations, and provide actionable insights to drive business decisions. Partner closely with program manager to effectively identify and monitor risks associated with business practices preventing the submission of quality production. Perform other duties as required to support strategic business objectives. QUALIFICATIONS Skills ABOUT US OUR BENEFITS As a Chubb corporate employee, you have access to one of the most comprehensive benefit plans in the business, designed to meet your needs and help you reach your financial goals. More details can be found here. Chubb is committed to supporting its employees with a comprehensive compensation package that is appropriate in the market where they work. Below are several of the many benefits we offer our employees: Health insurance Dental insurance Tuition reimbursement A company-match 401(k) plan Disability insurance Life insurance Employee referral bonuses ABOUT COMBINED INSURANCE Combined Insurance Company of America is a Chubb company and a leading provider of supplemental accident, health, disability, and life insurance products in North America. Headquartered in Chicago, with satellite office in Columbia, SC, Combined is celebrating over 100 years in business. We are committed to making the world of supplemental insurance easy to access and understand. The company has an A+ rating by the Better Business Bureau and an A + (Superior) financial strength rating by A.M. Best. We are ranked by VIQTORY as the number one Military Friendly Employer in 2023 (over $1 billion revenue category), marking Combined's twelfth consecutive year on the Top 10 list. We pride ourselves on approaching all situations with a Positive Mental Attitude (PMA) and encouraging collaboration. ABOUT CHUBB Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally. Connect with us on Twitter, Facebook, LinkedIn, and Instagram #combined
    $102k-142k yearly est. 3d ago
  • Strategic Account Executive

    Chubb 4.3company rating

    Chicago, IL jobs

    Combined Insurance, A Chubb company, is seeking a Strategic Account Executive to join our fast-paced, high energy, growing company. We are proud of our tradition of success in the insurance industry of nearly 100 years. Come join our team of hard-working, talented professionals! Position Summary The Strategic Account Executive will work in close partnership with the Strategic Partnerships Unit to cultivate and manage robust broker and client relationships. This role is pivotal in delivering exceptional sales support and client experiences, fostering collaboration both within the team and across the organization. The incumbent will consistently advocate for client needs while driving positive outcomes for the organization. They will have proactive relationship management, strong problem-solving abilities, and a focus on both sales growth and client retention. The incumbent supports mature, long-standing partnerships and contributes to the operational enhancement of emerging business units, always striving to deliver best-in-class service and solutions. Responsibilities Serve as the primary point of contact and subject matter expert for brokers and clients, ensuring effective communication and prompt resolution of inquiries, issues, and concerns. Build and maintain strong, positive relationships with brokers and clients, establishing trust and acting as a reliable resource for their needs. Develop and execute comprehensive, customized client relationship plans to satisfy service needs, achieve business and profitability objectives and drive account retention to support revenue growth. Collaborate with internal support teams to address and resolve broker and client inquiries, and provide guidance on navigating systems, processes, and resources for smooth operations. Proactively communicate important updates, changes, and industry trends to brokers and clients to keep them informed and support decision-making. Conduct regular meetings and check-ins with brokers and clients to gather feedback, address concerns, and strengthen relationships. Coordinate stewardship meetings, reporting, and training for brokers, clients, and key partners to ensure service needs are met and business objectives achieved. Act as a liaison among brokers, clients, and internal supporting functions to identify challenges, collaborate on process improvements, implement best practices, and bridge relationships where resolution is needed. Monitor performance metrics and analyze data to identify areas for improvement, growth opportunities, ensure compliance with industry regulations, and provide actionable insights to drive business decisions. Partner closely with program manager to effectively identify and monitor risks associated with business practices preventing the submission of quality production. Perform other duties as required to support strategic business objectives. Skills Possesses excellent interpersonal and communication skills both verbal and written, strong executive presence, encouraging, diplomatic and flexible with the ability to be an active listener to build and maintain relationships while being persistent and patient in endeavoring to fully grasp all stakeholder needs Highly organized, detail-oriented mindset, with strong analytical and problem-solving skills. Ability to manage multiple priorities, handle conflict with moderate oversight and work well under pressure. Education and Experience 4-year college degree or equivalency strongly preferred; equivalent work experience may substitute Proven experience in a similar role, preferably within the insurance industry, with a strong understanding of brokerage operations and procedures. Ability to work independently and as part of a team, with strong collaboration skills. High ethical standards and a commitment to maintaining client confidentiality Knowledge of supplement and final expense industry preferred Ability to travel as needed (approximately 30% - 50%) The pay range for the role is $ 65,200 to $110,800. 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.
    $65.2k-110.8k yearly Auto-Apply 4d ago
  • Strategic Account Executive

    Higginbotham 4.5company rating

    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.
    $75k-123k yearly est. 60d+ ago
  • Account Executive Officer, Global Underwriter

    The Travelers Companies 4.4company rating

    Hartford, CT 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 $104,000.00 - $171,700.00 Target Openings 1 What Is the Opportunity? Global Insurance provides tailored insurance solutions for companies based in the United States that do business abroad. Coverage offerings include Property, General Liability, Foreign Voluntary Workers' Compensation, and more. The Account Executive Officer (AEO), Global will partner with agents and brokers to provide coverage for new and renewal business based on customers' needs. This role is seen as a technical resource. As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to independently assess complex risk and sell our products in challenging markets 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 complex customer accounts to minimize risk and maximize profitability. * Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities. * Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings. * Identify and capture new business opportunities using consultative marketing and sales skills. * Independently develop and execute agency sales plans and frequently partner with your Managing Director (MD) to develop region/group sales plans. * May assist in the training and mentoring of less experienced Account Executives. * Perform other duties as assigned. * Perform other duties as assigned. What Will Our Ideal Candidate Have? * Bachelor's degree. * Six to eight years of relevant underwriting experience with experience in commercial lines. * Deep knowledge of commercial lines products, the regulatory environment, and the local insurance market. * Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite. * Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers. * CPCU designation. What is a Must Have? * Four 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 *********************************************************
    $104k-171.7k yearly 11d ago
  • Account Executive - Global Risk Management

    Edgewood Partners Insurance Center 4.5company rating

    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)
    $140k-180k yearly Auto-Apply 19d ago
  • Head of Enterprise Expense Management

    Guardian Life Insurance Company 3.2company rating

    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.
    $129.5k-212.8k yearly Auto-Apply 60d+ ago
  • Strategic Account Executive

    Higginbotham 4.5company rating

    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.
    $74k-119k yearly est. 56d ago
  • Commercial Enterprise Account Executive

    Starkweather & Shepley Insurance Brokerage 3.8company rating

    East Providence, RI jobs

    Requirements Skills and Abilities: Fluency in MS Office products. Effective, professional verbal and technical written communication skills. Must be a good listener and have a strong work ethic. Proven analytical skills. Must be detail-oriented, with the ability to plan, manage, and oversee a book of business. A self-starter with an entrepreneurial approach and hands-on experience. Must be willing to work outside of core hours as needed. Ability to multitask and operate in an ever-changing environment is critical. Ability to communicate clearly, to work well with others, and to manage time effectively. Education and Experience: Bachelor's degree in a relative field preferred, or equivalent in work experience. 3 + years' sales experience, preferably in Insurance; commercial property and casualty or related business-to-business sales experience. CIC, CPCU, AAI, AIS designations preferred. Producer license is Mandatory. Willingness to continue education is essential.
    $102k-168k yearly est. 12d ago
  • Commercial Enterprise Account Executive

    Starkweather & Shepley Insurance Brokerage Inc. 3.8company rating

    East Providence, RI jobs

    Job DescriptionDescription: The Enterprise Account Executive will be primarily responsible for renewal retention & rounding of existing accounts, as well as, prospecting, networking, and producing new property and casualty business insurance policies via relationship building, with existing client base. This role strictly adheres to our Corporate Standards of Excellence and procedural guidelines spelled out in our Professional Procedure Manual. Essential Job Functions: Develop and maintain active expiration lists through internal and external sources. Achieve trusted advisor status with clients, provide professional risk management advice to prospects and clients. Maintain and foster strong business-to-business relationships. Maximize growth and retention by providing exceptional customer service to clients. Round accounts where applicable. Make arrangements with clients to ensure premium payment on a timely basis and be responsible for management of collections for assigned accounts. Conduct policy review at renewal to address coverage gaps, if applicable. Obtain information for quotations from the insurance marketplace. Utilize company systems as applicable; Sagitta, ImageRight, Helix. Develop accounts and cross-sell available products and services. Performs other duties as assigned. Requirements: Skills and Abilities: Fluency in MS Office products. Effective, professional verbal and technical written communication skills. Must be a good listener and have a strong work ethic. Proven analytical skills. Must be detail-oriented, with the ability to plan, manage, and oversee a book of business. A self-starter with an entrepreneurial approach and hands-on experience. Must be willing to work outside of core hours as needed. Ability to multitask and operate in an ever-changing environment is critical. Ability to communicate clearly, to work well with others, and to manage time effectively. Education and Experience: Bachelor's degree in a relative field preferred, or equivalent in work experience. 3 + years' sales experience, preferably in Insurance; commercial property and casualty or related business-to-business sales experience. CIC, CPCU, AAI, AIS designations preferred. Producer license is Mandatory. Willingness to continue education is essential.
    $102k-168k yearly est. 3d ago
  • Commercial Lines Sales Executive

    Marshall and Sterling Inc. 4.6company rating

    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
    $48k-74k yearly est. 8d ago
  • Enterprise Account Executive

    Agentsync 4.3company rating

    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!).
    $84k-127k yearly est. 60d+ ago
  • Sales Consultant, Business Insurance

    Marsh McLennan 4.9company rating

    Huntingtown, MD 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
    $50k-100k yearly Auto-Apply 60d+ ago
  • Sales Consultant, Business Insurance

    Marsh McLennan Agency-Michigan 4.9company rating

    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
    $50k-100k yearly Auto-Apply 60d+ ago
  • Sales Consultant, Business Insurance

    Marsh McLennan 4.9company rating

    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
    $34k-57k yearly est. Auto-Apply 6d ago
  • Licensed Sales Executive

    Marshall and Sterling Inc. 4.6company rating

    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
    $48k-74k yearly est. 8d ago
  • Sales Consultant, Business Insurance

    Marsh McLennan Agency-Michigan 4.9company rating

    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
    $35k-61k yearly est. Auto-Apply 37d ago
  • Sales Consultant, Business Insurance

    Marsh McLennan Agency-Michigan 4.9company rating

    Atlanta, GA 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
    $29k-48k yearly est. Auto-Apply 37d ago
  • Sales Executive

    Marshall and Sterling Inc. 4.6company rating

    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
    $48k-74k yearly est. 7d ago

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