Insurance Senior Account Manager - Hybrid
Indianapolis, IN Jobs
The Insurance Senior Account Managers possess a high degree of product line knowledge and technical expertise. This position provides service to an assigned book of business with minimal producer or management involvement, prioritizes effectively and respond in designated time frames while working in a fast paced environment, acts independently to service large, complex accounts, as well as, as producer and servicer on assigned house accounts, and assists the producer in the production of new and renewal accounts.
Duties & Responsibilities:
* Maintain responsibility for self-management and development.
* Meet with supervisor to ensure alignment and gain agreement on goals and performance standards.
* Record updates on goal achievements as indicated throughout year.
* Represent Huntington Insurance as a product expert by staying current with industry changes, trends and opportunities.
* Maintain and develop product line knowledge through education opportunities.
* Act as a resource for continuous improvement initiatives.
* Comply with Agency Procedures.
* Follow procedures as outlined in agency procedures and updates.
* Adhere to agency service standards and timelines.
* Utilize agency technology and software applications including document management and agency management systems and workflows.
* Comply with procedures as outlined in the Huntington Employee Handbook.
* Provide Customer Service to Agency Clients.
* Respond to internal and external client related inquiries within optimal time frames.
* Take ownership and respond to customer inquiries and problem resolution responding in an optimal time frame as outlined in the agency procedures.
* Coordinate client needs and communicate with producers and other team members.
* Provide guidance to other team members as needed.
* Assist in the Timely Delivery of Client Service.
* Coordinate, direct and oversee the marketing process in conjunction with the producer and other team members.
* Obtain necessary data throughout the marketing process.
* Submit quote requests and monitor carrier responses.
* Negotiate coverage pricing and conditions to meet client needs.
* Review carrier quotes and conditions to ensure compliance with quality assurance standards.
* Deliver new business and renewal recommendations within the established time frame.
* Prepare client proposal documents.
* Submit new business and renewal orders to carrier and monitor receipt of policy documents.
* Review proposals and policy documents for quality assurance requirements in accordance with agency procedures.
* Participate in client appointments and meetings as requested.
* Participate in Agency Growth Initiatives.
* Identify account rounding coverage opportunities.
* Obtain and present quotes for recommended coverage.
* Seek cross sell and referral opportunities across product lines.
* Assist producers with new business prospecting activities.
* Maintain agency data.
* Maintain and update client and policy data per agency procedures
* Utilize agency management systems, workflow applications and diary systems to ensure timely service and follow up
* Document correspondence, conversations and activities according to agency procedures
* Assist in Colleague Development.
* Serve as product line resource as requested.
* Assist with colleague training as requested.
* Corporate Initiative.
* Participate in corporate projects and initiatives.
* Assist with workflow development and implementation to support corporate initiatives.
* Perform other duties as assigned by management.
* Exercise sound judgment, acting independently with a high degree of accuracy, providing account management support to high-volume book of business of complex and specialized accounts.
* Prioritize effectively and respond in optimal time frames while working in a fast paced environment.
* Demonstrate teamwork in the prospecting and production of new and renewal business.
* Act as producer and servicer on assigned house accounts.
* Perform other duties as assigned.
Basic Qualifications:
* Bachelor's Degree
* Active property and casualty license
* A minimum of 5 years property and casualty insurance experience
Preferred Qualifications:
* Experience in Sagitta and ImageRight systems
* Exceptional time management skills, attention to detail and the ability to prioritize
* Excellent written and verbal communication skills, including professional grammar and demeanor
* Ability to thrive in a collaborative, team-oriented environment
* Problem solving skills/ability to handle complex issues
* Ability to multi-task and meet tight deadlines
* Prior experience working in a fast-paced, deadline driven environment servicing clients and providing policy administration
* Strong PC and Internet skills to include at least an intermediate user level of Microsoft Excel and Word
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basi
Insurance Senior Account Manager - Hybrid
Boardman, OH Jobs
The Insurance Senior Account Managers possess a high degree of product line knowledge and technical expertise. This position provides service to an assigned book of business with minimal producer or management involvement, prioritizes effectively and respond in designated time frames while working in a fast paced environment, acts independently to service large, complex accounts, as well as, as producer and servicer on assigned house accounts, and assists the producer in the production of new and renewal accounts.
Duties & Responsibilities:
* Maintain responsibility for self-management and development.
* Meet with supervisor to ensure alignment and gain agreement on goals and performance standards.
* Record updates on goal achievements as indicated throughout year.
* Represent Huntington Insurance as a product expert by staying current with industry changes, trends and opportunities.
* Maintain and develop product line knowledge through education opportunities.
* Act as a resource for continuous improvement initiatives.
* Comply with Agency Procedures.
* Follow procedures as outlined in agency procedures and updates.
* Adhere to agency service standards and timelines.
* Utilize agency technology and software applications including document management and agency management systems and workflows.
* Comply with procedures as outlined in the Huntington Employee Handbook.
* Provide Customer Service to Agency Clients.
* Respond to internal and external client related inquiries within optimal time frames.
* Take ownership and respond to customer inquiries and problem resolution responding in an optimal time frame as outlined in the agency procedures.
* Coordinate client needs and communicate with producers and other team members.
* Provide guidance to other team members as needed.
* Assist in the Timely Delivery of Client Service.
* Coordinate, direct and oversee the marketing process in conjunction with the producer and other team members.
* Obtain necessary data throughout the marketing process.
* Submit quote requests and monitor carrier responses.
* Negotiate coverage pricing and conditions to meet client needs.
* Review carrier quotes and conditions to ensure compliance with quality assurance standards.
* Deliver new business and renewal recommendations within the established time frame.
* Prepare client proposal documents.
* Submit new business and renewal orders to carrier and monitor receipt of policy documents.
* Review proposals and policy documents for quality assurance requirements in accordance with agency procedures.
* Participate in client appointments and meetings as requested.
* Participate in Agency Growth Initiatives.
* Identify account rounding coverage opportunities.
* Obtain and present quotes for recommended coverage.
* Seek cross sell and referral opportunities across product lines.
* Assist producers with new business prospecting activities.
* Maintain agency data.
* Maintain and update client and policy data per agency procedures
* Utilize agency management systems, workflow applications and diary systems to ensure timely service and follow up
* Document correspondence, conversations and activities according to agency procedures
* Assist in Colleague Development.
* Serve as product line resource as requested.
* Assist with colleague training as requested.
* Corporate Initiative.
* Participate in corporate projects and initiatives.
* Assist with workflow development and implementation to support corporate initiatives.
* Perform other duties as assigned by management.
* Exercise sound judgment, acting independently with a high degree of accuracy, providing account management support to high-volume book of business of complex and specialized accounts.
* Prioritize effectively and respond in optimal time frames while working in a fast paced environment.
* Demonstrate teamwork in the prospecting and production of new and renewal business.
* Act as producer and servicer on assigned house accounts.
* Perform other duties as assigned.
Basic Qualifications:
* Bachelor's Degree
* Active property and casualty license
* A minimum of 5 years property and casualty insurance experience
Preferred Qualifications:
* Experience in Sagitta and ImageRight systems
* Exceptional time management skills, attention to detail and the ability to prioritize
* Excellent written and verbal communication skills, including professional grammar and demeanor
* Ability to thrive in a collaborative, team-oriented environment
* Problem solving skills/ability to handle complex issues
* Ability to multi-task and meet tight deadlines
* Prior experience working in a fast-paced, deadline driven environment servicing clients and providing policy administration
* Strong PC and Internet skills to include at least an intermediate user level of Microsoft Excel and Word
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basi
Insurance Senior Account Manager - Hybrid
Cleveland, OH Jobs
The Insurance Senior Account Managers possess a high degree of product line knowledge and technical expertise. This position provides service to an assigned book of business with minimal producer or management involvement, prioritizes effectively and respond in designated time frames while working in a fast paced environment, acts independently to service large, complex accounts, as well as, as producer and servicer on assigned house accounts, and assists the producer in the production of new and renewal accounts.
Duties & Responsibilities:
* Maintain responsibility for self-management and development.
* Meet with supervisor to ensure alignment and gain agreement on goals and performance standards.
* Record updates on goal achievements as indicated throughout year.
* Represent Huntington Insurance as a product expert by staying current with industry changes, trends and opportunities.
* Maintain and develop product line knowledge through education opportunities.
* Act as a resource for continuous improvement initiatives.
* Comply with Agency Procedures.
* Follow procedures as outlined in agency procedures and updates.
* Adhere to agency service standards and timelines.
* Utilize agency technology and software applications including document management and agency management systems and workflows.
* Comply with procedures as outlined in the Huntington Employee Handbook.
* Provide Customer Service to Agency Clients.
* Respond to internal and external client related inquiries within optimal time frames.
* Take ownership and respond to customer inquiries and problem resolution responding in an optimal time frame as outlined in the agency procedures.
* Coordinate client needs and communicate with producers and other team members.
* Provide guidance to other team members as needed.
* Assist in the Timely Delivery of Client Service.
* Coordinate, direct and oversee the marketing process in conjunction with the producer and other team members.
* Obtain necessary data throughout the marketing process.
* Submit quote requests and monitor carrier responses.
* Negotiate coverage pricing and conditions to meet client needs.
* Review carrier quotes and conditions to ensure compliance with quality assurance standards.
* Deliver new business and renewal recommendations within the established time frame.
* Prepare client proposal documents.
* Submit new business and renewal orders to carrier and monitor receipt of policy documents.
* Review proposals and policy documents for quality assurance requirements in accordance with agency procedures.
* Participate in client appointments and meetings as requested.
* Participate in Agency Growth Initiatives.
* Identify account rounding coverage opportunities.
* Obtain and present quotes for recommended coverage.
* Seek cross sell and referral opportunities across product lines.
* Assist producers with new business prospecting activities.
* Maintain agency data.
* Maintain and update client and policy data per agency procedures
* Utilize agency management systems, workflow applications and diary systems to ensure timely service and follow up
* Document correspondence, conversations and activities according to agency procedures
* Assist in Colleague Development.
* Serve as product line resource as requested.
* Assist with colleague training as requested.
* Corporate Initiative.
* Participate in corporate projects and initiatives.
* Assist with workflow development and implementation to support corporate initiatives.
* Perform other duties as assigned by management.
* Exercise sound judgment, acting independently with a high degree of accuracy, providing account management support to high-volume book of business of complex and specialized accounts.
* Prioritize effectively and respond in optimal time frames while working in a fast paced environment.
* Demonstrate teamwork in the prospecting and production of new and renewal business.
* Act as producer and servicer on assigned house accounts.
* Perform other duties as assigned.
Basic Qualifications:
* Bachelor's Degree
* Active property and casualty license
* A minimum of 5 years property and casualty insurance experience
Preferred Qualifications:
* Experience in Sagitta and ImageRight systems
* Exceptional time management skills, attention to detail and the ability to prioritize
* Excellent written and verbal communication skills, including professional grammar and demeanor
* Ability to thrive in a collaborative, team-oriented environment
* Problem solving skills/ability to handle complex issues
* Ability to multi-task and meet tight deadlines
* Prior experience working in a fast-paced, deadline driven environment servicing clients and providing policy administration
* Strong PC and Internet skills to include at least an intermediate user level of Microsoft Excel and Word
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basi
Insurance Senior Account Manager - Hybrid
Detroit, MI Jobs
The Insurance Senior Account Managers possess a high degree of product line knowledge and technical expertise. This position provides service to an assigned book of business with minimal producer or management involvement, prioritizes effectively and respond in designated time frames while working in a fast paced environment, acts independently to service large, complex accounts, as well as, as producer and servicer on assigned house accounts, and assists the producer in the production of new and renewal accounts.
Duties & Responsibilities:
* Maintain responsibility for self-management and development.
* Meet with supervisor to ensure alignment and gain agreement on goals and performance standards.
* Record updates on goal achievements as indicated throughout year.
* Represent Huntington Insurance as a product expert by staying current with industry changes, trends and opportunities.
* Maintain and develop product line knowledge through education opportunities.
* Act as a resource for continuous improvement initiatives.
* Comply with Agency Procedures.
* Follow procedures as outlined in agency procedures and updates.
* Adhere to agency service standards and timelines.
* Utilize agency technology and software applications including document management and agency management systems and workflows.
* Comply with procedures as outlined in the Huntington Employee Handbook.
* Provide Customer Service to Agency Clients.
* Respond to internal and external client related inquiries within optimal time frames.
* Take ownership and respond to customer inquiries and problem resolution responding in an optimal time frame as outlined in the agency procedures.
* Coordinate client needs and communicate with producers and other team members.
* Provide guidance to other team members as needed.
* Assist in the Timely Delivery of Client Service.
* Coordinate, direct and oversee the marketing process in conjunction with the producer and other team members.
* Obtain necessary data throughout the marketing process.
* Submit quote requests and monitor carrier responses.
* Negotiate coverage pricing and conditions to meet client needs.
* Review carrier quotes and conditions to ensure compliance with quality assurance standards.
* Deliver new business and renewal recommendations within the established time frame.
* Prepare client proposal documents.
* Submit new business and renewal orders to carrier and monitor receipt of policy documents.
* Review proposals and policy documents for quality assurance requirements in accordance with agency procedures.
* Participate in client appointments and meetings as requested.
* Participate in Agency Growth Initiatives.
* Identify account rounding coverage opportunities.
* Obtain and present quotes for recommended coverage.
* Seek cross sell and referral opportunities across product lines.
* Assist producers with new business prospecting activities.
* Maintain agency data.
* Maintain and update client and policy data per agency procedures
* Utilize agency management systems, workflow applications and diary systems to ensure timely service and follow up
* Document correspondence, conversations and activities according to agency procedures
* Assist in Colleague Development.
* Serve as product line resource as requested.
* Assist with colleague training as requested.
* Corporate Initiative.
* Participate in corporate projects and initiatives.
* Assist with workflow development and implementation to support corporate initiatives.
* Perform other duties as assigned by management.
* Exercise sound judgment, acting independently with a high degree of accuracy, providing account management support to high-volume book of business of complex and specialized accounts.
* Prioritize effectively and respond in optimal time frames while working in a fast paced environment.
* Demonstrate teamwork in the prospecting and production of new and renewal business.
* Act as producer and servicer on assigned house accounts.
* Perform other duties as assigned.
Basic Qualifications:
* Bachelor's Degree
* Active property and casualty license
* A minimum of 5 years property and casualty insurance experience
Preferred Qualifications:
* Experience in Sagitta and ImageRight systems
* Exceptional time management skills, attention to detail and the ability to prioritize
* Excellent written and verbal communication skills, including professional grammar and demeanor
* Ability to thrive in a collaborative, team-oriented environment
* Problem solving skills/ability to handle complex issues
* Ability to multi-task and meet tight deadlines
* Prior experience working in a fast-paced, deadline driven environment servicing clients and providing policy administration
* Strong PC and Internet skills to include at least an intermediate user level of Microsoft Excel and Word
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basi
Insurance Senior Account Manager - Hybrid
Toledo, OH Jobs
The Insurance Senior Account Managers possess a high degree of product line knowledge and technical expertise. This position provides service to an assigned book of business with minimal producer or management involvement, prioritizes effectively and respond in designated time frames while working in a fast paced environment, acts independently to service large, complex accounts, as well as, as producer and servicer on assigned house accounts, and assists the producer in the production of new and renewal accounts.
Duties & Responsibilities:
* Maintain responsibility for self-management and development.
* Meet with supervisor to ensure alignment and gain agreement on goals and performance standards.
* Record updates on goal achievements as indicated throughout year.
* Represent Huntington Insurance as a product expert by staying current with industry changes, trends and opportunities.
* Maintain and develop product line knowledge through education opportunities.
* Act as a resource for continuous improvement initiatives.
* Comply with Agency Procedures.
* Follow procedures as outlined in agency procedures and updates.
* Adhere to agency service standards and timelines.
* Utilize agency technology and software applications including document management and agency management systems and workflows.
* Comply with procedures as outlined in the Huntington Employee Handbook.
* Provide Customer Service to Agency Clients.
* Respond to internal and external client related inquiries within optimal time frames.
* Take ownership and respond to customer inquiries and problem resolution responding in an optimal time frame as outlined in the agency procedures.
* Coordinate client needs and communicate with producers and other team members.
* Provide guidance to other team members as needed.
* Assist in the Timely Delivery of Client Service.
* Coordinate, direct and oversee the marketing process in conjunction with the producer and other team members.
* Obtain necessary data throughout the marketing process.
* Submit quote requests and monitor carrier responses.
* Negotiate coverage pricing and conditions to meet client needs.
* Review carrier quotes and conditions to ensure compliance with quality assurance standards.
* Deliver new business and renewal recommendations within the established time frame.
* Prepare client proposal documents.
* Submit new business and renewal orders to carrier and monitor receipt of policy documents.
* Review proposals and policy documents for quality assurance requirements in accordance with agency procedures.
* Participate in client appointments and meetings as requested.
* Participate in Agency Growth Initiatives.
* Identify account rounding coverage opportunities.
* Obtain and present quotes for recommended coverage.
* Seek cross sell and referral opportunities across product lines.
* Assist producers with new business prospecting activities.
* Maintain agency data.
* Maintain and update client and policy data per agency procedures
* Utilize agency management systems, workflow applications and diary systems to ensure timely service and follow up
* Document correspondence, conversations and activities according to agency procedures
* Assist in Colleague Development.
* Serve as product line resource as requested.
* Assist with colleague training as requested.
* Corporate Initiative.
* Participate in corporate projects and initiatives.
* Assist with workflow development and implementation to support corporate initiatives.
* Perform other duties as assigned by management.
* Exercise sound judgment, acting independently with a high degree of accuracy, providing account management support to high-volume book of business of complex and specialized accounts.
* Prioritize effectively and respond in optimal time frames while working in a fast paced environment.
* Demonstrate teamwork in the prospecting and production of new and renewal business.
* Act as producer and servicer on assigned house accounts.
* Perform other duties as assigned.
Basic Qualifications:
* Bachelor's Degree
* Active property and casualty license
* A minimum of 5 years property and casualty insurance experience
Preferred Qualifications:
* Experience in Sagitta and ImageRight systems
* Exceptional time management skills, attention to detail and the ability to prioritize
* Excellent written and verbal communication skills, including professional grammar and demeanor
* Ability to thrive in a collaborative, team-oriented environment
* Problem solving skills/ability to handle complex issues
* Ability to multi-task and meet tight deadlines
* Prior experience working in a fast-paced, deadline driven environment servicing clients and providing policy administration
* Strong PC and Internet skills to include at least an intermediate user level of Microsoft Excel and Word
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basi
Insurance Senior Account Manager - Hybrid
Columbus, OH Jobs
The Insurance Senior Account Managers possess a high degree of product line knowledge and technical expertise. This position provides service to an assigned book of business with minimal producer or management involvement, prioritizes effectively and respond in designated time frames while working in a fast paced environment, acts independently to service large, complex accounts, as well as, as producer and servicer on assigned house accounts, and assists the producer in the production of new and renewal accounts.
Duties & Responsibilities:
* Maintain responsibility for self-management and development.
* Meet with supervisor to ensure alignment and gain agreement on goals and performance standards.
* Record updates on goal achievements as indicated throughout year.
* Represent Huntington Insurance as a product expert by staying current with industry changes, trends and opportunities.
* Maintain and develop product line knowledge through education opportunities.
* Act as a resource for continuous improvement initiatives.
* Comply with Agency Procedures.
* Follow procedures as outlined in agency procedures and updates.
* Adhere to agency service standards and timelines.
* Utilize agency technology and software applications including document management and agency management systems and workflows.
* Comply with procedures as outlined in the Huntington Employee Handbook.
* Provide Customer Service to Agency Clients.
* Respond to internal and external client related inquiries within optimal time frames.
* Take ownership and respond to customer inquiries and problem resolution responding in an optimal time frame as outlined in the agency procedures.
* Coordinate client needs and communicate with producers and other team members.
* Provide guidance to other team members as needed.
* Assist in the Timely Delivery of Client Service.
* Coordinate, direct and oversee the marketing process in conjunction with the producer and other team members.
* Obtain necessary data throughout the marketing process.
* Submit quote requests and monitor carrier responses.
* Negotiate coverage pricing and conditions to meet client needs.
* Review carrier quotes and conditions to ensure compliance with quality assurance standards.
* Deliver new business and renewal recommendations within the established time frame.
* Prepare client proposal documents.
* Submit new business and renewal orders to carrier and monitor receipt of policy documents.
* Review proposals and policy documents for quality assurance requirements in accordance with agency procedures.
* Participate in client appointments and meetings as requested.
* Participate in Agency Growth Initiatives.
* Identify account rounding coverage opportunities.
* Obtain and present quotes for recommended coverage.
* Seek cross sell and referral opportunities across product lines.
* Assist producers with new business prospecting activities.
* Maintain agency data.
* Maintain and update client and policy data per agency procedures
* Utilize agency management systems, workflow applications and diary systems to ensure timely service and follow up
* Document correspondence, conversations and activities according to agency procedures
* Assist in Colleague Development.
* Serve as product line resource as requested.
* Assist with colleague training as requested.
* Corporate Initiative.
* Participate in corporate projects and initiatives.
* Assist with workflow development and implementation to support corporate initiatives.
* Perform other duties as assigned by management.
* Exercise sound judgment, acting independently with a high degree of accuracy, providing account management support to high-volume book of business of complex and specialized accounts.
* Prioritize effectively and respond in optimal time frames while working in a fast paced environment.
* Demonstrate teamwork in the prospecting and production of new and renewal business.
* Act as producer and servicer on assigned house accounts.
* Perform other duties as assigned.
Basic Qualifications:
* Bachelor's Degree
* Active property and casualty license
* A minimum of 5 years property and casualty insurance experience
Preferred Qualifications:
* Experience in Sagitta and ImageRight systems
* Exceptional time management skills, attention to detail and the ability to prioritize
* Excellent written and verbal communication skills, including professional grammar and demeanor
* Ability to thrive in a collaborative, team-oriented environment
* Problem solving skills/ability to handle complex issues
* Ability to multi-task and meet tight deadlines
* Prior experience working in a fast-paced, deadline driven environment servicing clients and providing policy administration
* Strong PC and Internet skills to include at least an intermediate user level of Microsoft Excel and Word
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basi
Insurance Senior Account Manager - Hybrid
Pittsburgh, PA Jobs
The Insurance Senior Account Managers possess a high degree of product line knowledge and technical expertise. This position provides service to an assigned book of business with minimal producer or management involvement, prioritizes effectively and respond in designated time frames while working in a fast paced environment, acts independently to service large, complex accounts, as well as, as producer and servicer on assigned house accounts, and assists the producer in the production of new and renewal accounts.
Duties & Responsibilities:
* Maintain responsibility for self-management and development.
* Meet with supervisor to ensure alignment and gain agreement on goals and performance standards.
* Record updates on goal achievements as indicated throughout year.
* Represent Huntington Insurance as a product expert by staying current with industry changes, trends and opportunities.
* Maintain and develop product line knowledge through education opportunities.
* Act as a resource for continuous improvement initiatives.
* Comply with Agency Procedures.
* Follow procedures as outlined in agency procedures and updates.
* Adhere to agency service standards and timelines.
* Utilize agency technology and software applications including document management and agency management systems and workflows.
* Comply with procedures as outlined in the Huntington Employee Handbook.
* Provide Customer Service to Agency Clients.
* Respond to internal and external client related inquiries within optimal time frames.
* Take ownership and respond to customer inquiries and problem resolution responding in an optimal time frame as outlined in the agency procedures.
* Coordinate client needs and communicate with producers and other team members.
* Provide guidance to other team members as needed.
* Assist in the Timely Delivery of Client Service.
* Coordinate, direct and oversee the marketing process in conjunction with the producer and other team members.
* Obtain necessary data throughout the marketing process.
* Submit quote requests and monitor carrier responses.
* Negotiate coverage pricing and conditions to meet client needs.
* Review carrier quotes and conditions to ensure compliance with quality assurance standards.
* Deliver new business and renewal recommendations within the established time frame.
* Prepare client proposal documents.
* Submit new business and renewal orders to carrier and monitor receipt of policy documents.
* Review proposals and policy documents for quality assurance requirements in accordance with agency procedures.
* Participate in client appointments and meetings as requested.
* Participate in Agency Growth Initiatives.
* Identify account rounding coverage opportunities.
* Obtain and present quotes for recommended coverage.
* Seek cross sell and referral opportunities across product lines.
* Assist producers with new business prospecting activities.
* Maintain agency data.
* Maintain and update client and policy data per agency procedures
* Utilize agency management systems, workflow applications and diary systems to ensure timely service and follow up
* Document correspondence, conversations and activities according to agency procedures
* Assist in Colleague Development.
* Serve as product line resource as requested.
* Assist with colleague training as requested.
* Corporate Initiative.
* Participate in corporate projects and initiatives.
* Assist with workflow development and implementation to support corporate initiatives.
* Perform other duties as assigned by management.
* Exercise sound judgment, acting independently with a high degree of accuracy, providing account management support to high-volume book of business of complex and specialized accounts.
* Prioritize effectively and respond in optimal time frames while working in a fast paced environment.
* Demonstrate teamwork in the prospecting and production of new and renewal business.
* Act as producer and servicer on assigned house accounts.
* Perform other duties as assigned.
Basic Qualifications:
* Bachelor's Degree
* Active property and casualty license
* A minimum of 5 years property and casualty insurance experience
Preferred Qualifications:
* Experience in Sagitta and ImageRight systems
* Exceptional time management skills, attention to detail and the ability to prioritize
* Excellent written and verbal communication skills, including professional grammar and demeanor
* Ability to thrive in a collaborative, team-oriented environment
* Problem solving skills/ability to handle complex issues
* Ability to multi-task and meet tight deadlines
* Prior experience working in a fast-paced, deadline driven environment servicing clients and providing policy administration
* Strong PC and Internet skills to include at least an intermediate user level of Microsoft Excel and Word
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basi
Equipment Finance Sales Executive
Columbus, OH Jobs
The Equipment Finance Sales Executive works closely with the Regional Bank to create Optimal Customer Relationships (OCR) through education on equipment finance and leasing products, capital planning with our customer base, and prospecting new relationships in the markets covered. This position acts as a centralized point of contact between Relationship Managers in the market and the Asset Finance organization. This role also functions as the Relationship Manager for all equipment related needs of our clients and prospects in their assigned geography.
Duties and Responsibilities:
+ Prepare and present Equipment Finance industry updates and product details to the Regional Bank markets
+ Generate new business through direct and joint calling to both customers and prospects around equipment financing solutions
+ Prepare credit packages for preview with the Portfolio Manager
+ Negotiate and propose finance terms and buyouts on specific lease products
+ Work closely with Sales Coordinators to help prepare documentation that meets internal and external regulatory requirements
+ Actively identify and act on cross-sell opportunities for other bank products and services
+ Maintain and manage a high-quality equipment financing portfolio
+ Perform other duties as assigned
Basic Qualifications:
+ Bachelor's degree or equivalent education and/or experience
+ 5+ years of customer facing experience in Commercial Bank Relationship Management or Equipment Finance
Preferred Qualifications:
+ Experience working for a financial institution
+ Formalized financial statement review and credit training
+ Excellent interpersonal, verbal and written communication skills
+ Proven negotiation skills
+ High level of professionalism
+ Ability to travel at least 25% of the time
#LI-JS1
#LI-CML
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
Equipment Finance Sales Executive
Cincinnati, OH Jobs
The Equipment Finance Sales Executive works closely with the Regional Bank to create Optimal Customer Relationships (OCR) through education on equipment finance and leasing products, capital planning with our customer base, and prospecting new relationships in the markets covered. This position acts as a centralized point of contact between Relationship Managers in the market and the Asset Finance organization. This role also functions as the Relationship Manager for all equipment related needs of our clients and prospects in their assigned geography.
Duties and Responsibilities:
+ Prepare and present Equipment Finance industry updates and product details to the Regional Bank markets
+ Generate new business through direct and joint calling to both customers and prospects around equipment financing solutions
+ Prepare credit packages for preview with the Portfolio Manager
+ Negotiate and propose finance terms and buyouts on specific lease products
+ Work closely with Sales Coordinators to help prepare documentation that meets internal and external regulatory requirements
+ Actively identify and act on cross-sell opportunities for other bank products and services
+ Maintain and manage a high-quality equipment financing portfolio
+ Perform other duties as assigned
Basic Qualifications:
+ Bachelor's degree or equivalent education and/or experience
+ 5+ years of customer facing experience in Commercial Bank Relationship Management or Equipment Finance
Preferred Qualifications:
+ Experience working for a financial institution
+ Formalized financial statement review and credit training
+ Excellent interpersonal, verbal and written communication skills
+ Proven negotiation skills
+ High level of professionalism
+ Ability to travel at least 25% of the time
#LI-JS1
#LI-CML
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
Equipment Finance Sales Executive
Cincinnati, OH Jobs
The Equipment Finance Sales Executive works closely with the Regional Bank to create Optimal Customer Relationships (OCR) through education on equipment finance and leasing products, capital planning with our customer base, and prospecting new relationships in the markets covered. This position acts as a centralized point of contact between Relationship Managers in the market and the Asset Finance organization. This role also functions as the Relationship Manager for all equipment related needs of our clients and prospects in their assigned geography.
Duties and Responsibilities:
* Prepare and present Equipment Finance industry updates and product details to the Regional Bank markets
* Generate new business through direct and joint calling to both customers and prospects around equipment financing solutions
* Prepare credit packages for preview with the Portfolio Manager
* Negotiate and propose finance terms and buyouts on specific lease products
* Work closely with Sales Coordinators to help prepare documentation that meets internal and external regulatory requirements
* Actively identify and act on cross-sell opportunities for other bank products and services
* Maintain and manage a high-quality equipment financing portfolio
* Perform other duties as assigned
Basic Qualifications:
* Bachelor's degree or equivalent education and/or experience
* 5+ years of customer facing experience in Commercial Bank Relationship Management or Equipment Finance
Preferred Qualifications:
* Experience working for a financial institution
* Formalized financial statement review and credit training
* Excellent interpersonal, verbal and written communication skills
* Proven negotiation skills
* High level of professionalism
* Ability to travel at least 25% of the time
#LI-JS1
#LI-CML
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
Equipment Finance Sales Executive
Cincinnati, OH Jobs
The Equipment Finance Sales Executive works closely with the Regional Bank to create Optimal Customer Relationships (OCR) through education on equipment finance and leasing products, capital planning with our customer base, and prospecting new relationships in the markets covered. This position acts as a centralized point of contact between Relationship Managers in the market and the Asset Finance organization. This role also functions as the Relationship Manager for all equipment related needs of our clients and prospects in their assigned geography.
Duties and Responsibilities:
Prepare and present Equipment Finance industry updates and product details to the Regional Bank markets
Generate new business through direct and joint calling to both customers and prospects around equipment financing solutions
Prepare credit packages for preview with the Portfolio Manager
Negotiate and propose finance terms and buyouts on specific lease products
Work closely with Sales Coordinators to help prepare documentation that meets internal and external regulatory requirements
Actively identify and act on cross-sell opportunities for other bank products and services
Maintain and manage a high-quality equipment financing portfolio
Perform other duties as assigned
Basic Qualifications:
Bachelor's degree or equivalent education and/or experience
5+ years of customer facing experience in Commercial Bank Relationship Management or Equipment Finance
Preferred Qualifications:
Experience working for a financial institution
Formalized financial statement review and credit training
Excellent interpersonal, verbal and written communication skills
Proven negotiation skills
High level of professionalism
Ability to travel at least 25% of the time
#LI-JS1
#LI-CML
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
Equipment Finance Sales Executive
Indianapolis, IN Jobs
The Equipment Finance Sales Executive works closely with the Regional Bank to create Optimal Customer Relationships (OCR) through education on equipment finance and leasing products, capital planning with our customer base, and prospecting new relationships in the markets covered. This position acts as a centralized point of contact between Relationship Managers in the market and the Asset Finance organization. This role also functions as the Relationship Manager for all equipment related needs of our clients and prospects in their assigned geography.
Duties and Responsibilities:
+ Prepare and present Equipment Finance industry updates and product details to the Regional Bank markets
+ Generate new business through direct and joint calling to both customers and prospects around equipment financing solutions
+ Prepare credit packages for preview with the Portfolio Manager
+ Negotiate and propose finance terms and buyouts on specific lease products
+ Work closely with Sales Coordinators to help prepare documentation that meets internal and external regulatory requirements
+ Actively identify and act on cross-sell opportunities for other bank products and services
+ Maintain and manage a high-quality equipment financing portfolio
+ Perform other duties as assigned
Basic Qualifications:
+ Bachelor's degree or equivalent education and/or experience
+ 5+ years of customer facing experience in Commercial Bank Relationship Management or Equipment Finance
Preferred Qualifications:
+ Experience working for a financial institution
+ Formalized financial statement review and credit training
+ Excellent interpersonal, verbal and written communication skills
+ Proven negotiation skills
+ High level of professionalism
+ Ability to travel at least 25% of the time
#LI-JS1
#LI-CML
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
Equipment Finance Sales Executive
Indianapolis, IN Jobs
The Equipment Finance Sales Executive works closely with the Regional Bank to create Optimal Customer Relationships (OCR) through education on equipment finance and leasing products, capital planning with our customer base, and prospecting new relationships in the markets covered. This position acts as a centralized point of contact between Relationship Managers in the market and the Asset Finance organization. This role also functions as the Relationship Manager for all equipment related needs of our clients and prospects in their assigned geography.
Duties and Responsibilities:
* Prepare and present Equipment Finance industry updates and product details to the Regional Bank markets
* Generate new business through direct and joint calling to both customers and prospects around equipment financing solutions
* Prepare credit packages for preview with the Portfolio Manager
* Negotiate and propose finance terms and buyouts on specific lease products
* Work closely with Sales Coordinators to help prepare documentation that meets internal and external regulatory requirements
* Actively identify and act on cross-sell opportunities for other bank products and services
* Maintain and manage a high-quality equipment financing portfolio
* Perform other duties as assigned
Basic Qualifications:
* Bachelor's degree or equivalent education and/or experience
* 5+ years of customer facing experience in Commercial Bank Relationship Management or Equipment Finance
Preferred Qualifications:
* Experience working for a financial institution
* Formalized financial statement review and credit training
* Excellent interpersonal, verbal and written communication skills
* Proven negotiation skills
* High level of professionalism
* Ability to travel at least 25% of the time
#LI-JS1
#LI-CML
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
Insurance Account Executive
Columbus, OH Jobs
Summary: The Insurance Account Executive Senior I possesses a high degree of product knowledge and technical expertise. They act independently with full responsibility for service and retention of a designated book of business including large, complex accounts. They develop and maintain client and carrier relationships and also direct new business and renewal marketing activities. These colleagues seek account rounding and referral opportunities, and prioritize effectively and respond in optimal time frames while working in a fast paced environment. Position reports to Section Manager.
Duties and Responsibilities:
* Maintain and develop product line knowledge through participation in educational opportunities, representing Huntington Insurance as a product expert.
* Take ownership of client relationships, managing customer inquiries and problem resolution and responding in an optimal time frame.
* Coordinate, direct and oversee the marketing process independently or in conjunction with the producer and other team members.
* Negotiate coverage pricing and conditions to meet client needs.
* Deliver client proposals and policies as requested.
* Prepare and Review proposals, policies and other documents for quality assurance requirements in accordance with agency procedures.
* Prepare stewardship reports and participate in stewardship meetings and other meetings as needed with customers.
* Utilize agency technology and software applications including agency management systems, document management systems and workflows.
Basic Qualifications:
* Bachelor's Degree
* 7+ years Commercial P&C selling and/or servicing experience
Preferred Qualifications:
* Insurance license and advanced insurance designation or equivalent
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Compensation Range:
$70,000-$140,000 Annual Salary
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
Wealth Relationship Manager SAFE Act - Georgetown
Washington, DC Jobs
The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
**Responsibilities:**
+ Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills.
+ Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
+ With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.
+ Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
+ Master referral opportunities to grow portfolio.
+ Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
+ Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
+ Organize client events to enhance client bonding.
+ Acquire new clients through converting referral leads.
+ Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
+ Ensure that KYC/AML and other compliance norms are strictly adhered to
+ Partner with all roles on branch team to ensure all clients have a positive in-branch experience
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 5-8 years of experience
+ Strong analytical and financial skills
+ Strong verbal and written communication skills
+ Organized with strong attention to detail
+ Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred
+ Basic understanding of investment and financial planning strategies preferred
+ Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
+ US: Current Registration for FINRA Series 7 and 66 are required for the role. Individuals with Series 6, 63, and 65 or equivalent are encouraged to apply.
+ Insurance group 1 required; will give 120 days to obtain if not already held.
+ This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.
**Education:**
+ Bachelor's/University degree or equivalent experience
------------------------------------------------------
**Job Family Group:**
Private Client Coverage
------------------------------------------------------
**Job Family:**
Financial Planning Services
------------------------------------------------------
**Time Type:**
Full time
------------------------------------------------------
**Primary Location:**
Washington District Of Columbia United States
------------------------------------------------------
**Primary Location Full Time Salary Range:**
$83,920.00 - $125,880.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
**Anticipated Posting Close Date:**
Dec 19, 2024
------------------------------------------------------
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review **Accessibility at Citi (***************************************************************************** .
View the "EEO is the Law (************************************************************************************* " poster. View the EEO is the Law Supplement (************************************************************************************************************************** .
View the EEO Policy Statement (************************************************************** .
View the Pay Transparency Posting (***********************************************************************************************
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Wealth Relationship Manager SAFE Act - Farragut West
Washington, DC Jobs
The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
**Responsibilities:**
+ Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills.
+ Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
+ With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.
+ Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
+ Master referral opportunities to grow portfolio.
+ Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
+ Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
+ Organize client events to enhance client bonding.
+ Acquire new clients through converting referral leads.
+ Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
+ Ensure that KYC/AML and other compliance norms are strictly adhered to
+ Partner with all roles on branch team to ensure all clients have a positive in-branch experience
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 5-8 years of experience
+ Strong analytical and financial skills
+ Strong verbal and written communication skills
+ Organized with strong attention to detail
+ Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred
+ Basic understanding of investment and financial planning strategies preferred
+ Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
+ US: Current Registration for FINRA Series 7 and 66 are required for the role. Individuals with Series 6, 63, and 65 or equivalent are encouraged to apply.
+ Insurance group 1 required; will give 120 days to obtain if not already held.
+ This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.
**Education:**
+ Bachelor's/University degree or equivalent experience
------------------------------------------------------
**Job Family Group:**
Private Client Coverage
------------------------------------------------------
**Job Family:**
Financial Planning Services
------------------------------------------------------
**Time Type:**
Full time
------------------------------------------------------
**Primary Location:**
Washington District Of Columbia United States
------------------------------------------------------
**Primary Location Full Time Salary Range:**
$83,920.00 - $125,880.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
**Anticipated Posting Close Date:**
Oct 07, 2024
------------------------------------------------------
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review **Accessibility at Citi (***************************************************************************** .
View the "EEO is the Law (************************************************************************************* " poster. View the EEO is the Law Supplement (************************************************************************************************************************** .
View the EEO Policy Statement (************************************************************** .
View the Pay Transparency Posting (***********************************************************************************************
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Regional Broker Manager - Colonial Life - NV/UT/MT/NCal/HI
Richmond, VA Jobs
When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:
+ Award-winning culture
+ Inclusion and diversity as a priority
+ Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability
+ Generous PTO (including paid time to volunteer!)
+ Up to 9.5% 401(k) employer contribution
+ Mental health support
+ Career advancement opportunities
+ Student loan repayment options
+ Tuition reimbursement
+ Flexible work environments
**_*All the benefits listed above are subject to the terms of their individual Plans_** **.**
And that's just the beginning...
With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today!
**General Summary:**
The Regional Broker Manager is responsible for driving the growth of broker influenced sales in their assigned territory(s) in partnership with local leadership and Colonial Life's career agency distribution channel. Growth in sales may come in either commercial or public sector market segments and will primarily focus on the acquisition of new clients but may also include support for existing client growth.
**Principal Duties and Responsibilities**
+ Increase profitable sales and the number of new clients through insurance brokers in Public Sector and commercial markets in partnership with the Colonial Life sales organization and home office business partners.
+ Work with territory sales managers and colonial life agents to target specific broker relationships where growth can be achieved. Personally engage with targeted brokers on a regular basis to drive new client sales opportunities.
+ Personally document details of broker engagements in company CRM platform on a weekly basis as well as document, manage, and cultivate pipeline of client opportunities for brokers that the RBM is supporting.
+ Act as a strategic business partner to field agents in presentations for prospective and existing customers
+ Partner with Territory Sales Managers to create and execute business plans that will drive growth in the local broker market and aligns to regional and national goals.
+ Train and develop the Colonial Life sales hierarchy in brokerage market and the Colonial Life value proposition. This includes decision maker presentations, brokerage differentiators, National Broker Partners, and all available marketing programs.
+ Ensure appropriate distribution alignment between Colonial Life's field organization and national broker partner offices
+ Engage and educate brokers on Colonial Life's overall Value proposition and our expertise in the public sector, commercial, brokerage, and large case markets. Manage and participate in broker meetings, forums, conferences, trade shows, and lunch & learns within assigned region
+ Cultivate strong working relationships with internal and external partners
+ Evaluate potential MAP, Worksite Specialist, broker sales representatives and HO visit requests within assigned region. Work with VPS, Territory Sales Manager and AVP of Broker Market Development to approve or decline request.
+ Adhere to company's expectation regarding budget and expense management
+ May perform other duties as assigned
**Job Specifications**
+ Bachelor's degree or equivalent experience
+ Licensed to solicit insurance or the ability to obtain insurance license in states within assigned territory within 45 days
+ 8+ years of Broker sales/marketing experience, preferably in worksite or voluntary benefits products
+ Strong communication, influencing, presentation, and persuasion skills
+ Strong problem solving and planning skills; attention to detail
+ Excellent interpersonal and collaboration skills; highly responsive to customer needs
+ Ability to travel 50% to 75% of the time
+ Self-guided; Strong Organization skills
**Compensation:**
This position's compensation consists of a salary and supplemental incentive compensation. The base salary has a range of $100,000 to $120,000 depending on experience, location, and other factors.
**Location:**
Must be located in territory.
\#LI-PO1
\#LI-Hybrid
~IN1
Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.
Fully and partially leveraged roles are paid pursuant to a uniformly applied sales compensation plan. For partially leveraged roles, a starting salary or salary range will be listed in the above . If salary information is not listed in the job description above, compensation is based solely on commissions.
Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans.
Company:
Colonial Life
Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.
Regional Broker Manager - Colonial Life - NV/UT/MT/NCal/HI
Washington, DC Jobs
When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:
+ Award-winning culture
+ Inclusion and diversity as a priority
+ Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability
+ Generous PTO (including paid time to volunteer!)
+ Up to 9.5% 401(k) employer contribution
+ Mental health support
+ Career advancement opportunities
+ Student loan repayment options
+ Tuition reimbursement
+ Flexible work environments
**_*All the benefits listed above are subject to the terms of their individual Plans_** **.**
And that's just the beginning...
With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today!
**General Summary:**
The Regional Broker Manager is responsible for driving the growth of broker influenced sales in their assigned territory(s) in partnership with local leadership and Colonial Life's career agency distribution channel. Growth in sales may come in either commercial or public sector market segments and will primarily focus on the acquisition of new clients but may also include support for existing client growth.
**Principal Duties and Responsibilities**
+ Increase profitable sales and the number of new clients through insurance brokers in Public Sector and commercial markets in partnership with the Colonial Life sales organization and home office business partners.
+ Work with territory sales managers and colonial life agents to target specific broker relationships where growth can be achieved. Personally engage with targeted brokers on a regular basis to drive new client sales opportunities.
+ Personally document details of broker engagements in company CRM platform on a weekly basis as well as document, manage, and cultivate pipeline of client opportunities for brokers that the RBM is supporting.
+ Act as a strategic business partner to field agents in presentations for prospective and existing customers
+ Partner with Territory Sales Managers to create and execute business plans that will drive growth in the local broker market and aligns to regional and national goals.
+ Train and develop the Colonial Life sales hierarchy in brokerage market and the Colonial Life value proposition. This includes decision maker presentations, brokerage differentiators, National Broker Partners, and all available marketing programs.
+ Ensure appropriate distribution alignment between Colonial Life's field organization and national broker partner offices
+ Engage and educate brokers on Colonial Life's overall Value proposition and our expertise in the public sector, commercial, brokerage, and large case markets. Manage and participate in broker meetings, forums, conferences, trade shows, and lunch & learns within assigned region
+ Cultivate strong working relationships with internal and external partners
+ Evaluate potential MAP, Worksite Specialist, broker sales representatives and HO visit requests within assigned region. Work with VPS, Territory Sales Manager and AVP of Broker Market Development to approve or decline request.
+ Adhere to company's expectation regarding budget and expense management
+ May perform other duties as assigned
**Job Specifications**
+ Bachelor's degree or equivalent experience
+ Licensed to solicit insurance or the ability to obtain insurance license in states within assigned territory within 45 days
+ 8+ years of Broker sales/marketing experience, preferably in worksite or voluntary benefits products
+ Strong communication, influencing, presentation, and persuasion skills
+ Strong problem solving and planning skills; attention to detail
+ Excellent interpersonal and collaboration skills; highly responsive to customer needs
+ Ability to travel 50% to 75% of the time
+ Self-guided; Strong Organization skills
**Compensation:**
This position's compensation consists of a salary and supplemental incentive compensation. The base salary has a range of $100,000 to $120,000 depending on experience, location, and other factors.
**Location:**
Must be located in territory.
\#LI-PO1
\#LI-Hybrid
~IN1
Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.
Fully and partially leveraged roles are paid pursuant to a uniformly applied sales compensation plan. For partially leveraged roles, a starting salary or salary range will be listed in the above . If salary information is not listed in the job description above, compensation is based solely on commissions.
Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans.
Company:
Colonial Life
Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.
Regional Broker Manager - Colonial Life - NV/UT/MT/NCal/HI
Charleston, WV Jobs
When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:
+ Award-winning culture
+ Inclusion and diversity as a priority
+ Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability
+ Generous PTO (including paid time to volunteer!)
+ Up to 9.5% 401(k) employer contribution
+ Mental health support
+ Career advancement opportunities
+ Student loan repayment options
+ Tuition reimbursement
+ Flexible work environments
**_*All the benefits listed above are subject to the terms of their individual Plans_** **.**
And that's just the beginning...
With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today!
**General Summary:**
The Regional Broker Manager is responsible for driving the growth of broker influenced sales in their assigned territory(s) in partnership with local leadership and Colonial Life's career agency distribution channel. Growth in sales may come in either commercial or public sector market segments and will primarily focus on the acquisition of new clients but may also include support for existing client growth.
**Principal Duties and Responsibilities**
+ Increase profitable sales and the number of new clients through insurance brokers in Public Sector and commercial markets in partnership with the Colonial Life sales organization and home office business partners.
+ Work with territory sales managers and colonial life agents to target specific broker relationships where growth can be achieved. Personally engage with targeted brokers on a regular basis to drive new client sales opportunities.
+ Personally document details of broker engagements in company CRM platform on a weekly basis as well as document, manage, and cultivate pipeline of client opportunities for brokers that the RBM is supporting.
+ Act as a strategic business partner to field agents in presentations for prospective and existing customers
+ Partner with Territory Sales Managers to create and execute business plans that will drive growth in the local broker market and aligns to regional and national goals.
+ Train and develop the Colonial Life sales hierarchy in brokerage market and the Colonial Life value proposition. This includes decision maker presentations, brokerage differentiators, National Broker Partners, and all available marketing programs.
+ Ensure appropriate distribution alignment between Colonial Life's field organization and national broker partner offices
+ Engage and educate brokers on Colonial Life's overall Value proposition and our expertise in the public sector, commercial, brokerage, and large case markets. Manage and participate in broker meetings, forums, conferences, trade shows, and lunch & learns within assigned region
+ Cultivate strong working relationships with internal and external partners
+ Evaluate potential MAP, Worksite Specialist, broker sales representatives and HO visit requests within assigned region. Work with VPS, Territory Sales Manager and AVP of Broker Market Development to approve or decline request.
+ Adhere to company's expectation regarding budget and expense management
+ May perform other duties as assigned
**Job Specifications**
+ Bachelor's degree or equivalent experience
+ Licensed to solicit insurance or the ability to obtain insurance license in states within assigned territory within 45 days
+ 8+ years of Broker sales/marketing experience, preferably in worksite or voluntary benefits products
+ Strong communication, influencing, presentation, and persuasion skills
+ Strong problem solving and planning skills; attention to detail
+ Excellent interpersonal and collaboration skills; highly responsive to customer needs
+ Ability to travel 50% to 75% of the time
+ Self-guided; Strong Organization skills
**Compensation:**
This position's compensation consists of a salary and supplemental incentive compensation. The base salary has a range of $100,000 to $120,000 depending on experience, location, and other factors.
**Location:**
Must be located in territory.
\#LI-PO1
\#LI-Hybrid
~IN1
Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.
Fully and partially leveraged roles are paid pursuant to a uniformly applied sales compensation plan. For partially leveraged roles, a starting salary or salary range will be listed in the above . If salary information is not listed in the job description above, compensation is based solely on commissions.
Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans.
Company:
Colonial Life
Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.
Regional Broker Manager - Colonial Life - NV/UT/MT/NCal/HI
Annapolis, MD Jobs
When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:
+ Award-winning culture
+ Inclusion and diversity as a priority
+ Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability
+ Generous PTO (including paid time to volunteer!)
+ Up to 9.5% 401(k) employer contribution
+ Mental health support
+ Career advancement opportunities
+ Student loan repayment options
+ Tuition reimbursement
+ Flexible work environments
**_*All the benefits listed above are subject to the terms of their individual Plans_** **.**
And that's just the beginning...
With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today!
**General Summary:**
The Regional Broker Manager is responsible for driving the growth of broker influenced sales in their assigned territory(s) in partnership with local leadership and Colonial Life's career agency distribution channel. Growth in sales may come in either commercial or public sector market segments and will primarily focus on the acquisition of new clients but may also include support for existing client growth.
**Principal Duties and Responsibilities**
+ Increase profitable sales and the number of new clients through insurance brokers in Public Sector and commercial markets in partnership with the Colonial Life sales organization and home office business partners.
+ Work with territory sales managers and colonial life agents to target specific broker relationships where growth can be achieved. Personally engage with targeted brokers on a regular basis to drive new client sales opportunities.
+ Personally document details of broker engagements in company CRM platform on a weekly basis as well as document, manage, and cultivate pipeline of client opportunities for brokers that the RBM is supporting.
+ Act as a strategic business partner to field agents in presentations for prospective and existing customers
+ Partner with Territory Sales Managers to create and execute business plans that will drive growth in the local broker market and aligns to regional and national goals.
+ Train and develop the Colonial Life sales hierarchy in brokerage market and the Colonial Life value proposition. This includes decision maker presentations, brokerage differentiators, National Broker Partners, and all available marketing programs.
+ Ensure appropriate distribution alignment between Colonial Life's field organization and national broker partner offices
+ Engage and educate brokers on Colonial Life's overall Value proposition and our expertise in the public sector, commercial, brokerage, and large case markets. Manage and participate in broker meetings, forums, conferences, trade shows, and lunch & learns within assigned region
+ Cultivate strong working relationships with internal and external partners
+ Evaluate potential MAP, Worksite Specialist, broker sales representatives and HO visit requests within assigned region. Work with VPS, Territory Sales Manager and AVP of Broker Market Development to approve or decline request.
+ Adhere to company's expectation regarding budget and expense management
+ May perform other duties as assigned
**Job Specifications**
+ Bachelor's degree or equivalent experience
+ Licensed to solicit insurance or the ability to obtain insurance license in states within assigned territory within 45 days
+ 8+ years of Broker sales/marketing experience, preferably in worksite or voluntary benefits products
+ Strong communication, influencing, presentation, and persuasion skills
+ Strong problem solving and planning skills; attention to detail
+ Excellent interpersonal and collaboration skills; highly responsive to customer needs
+ Ability to travel 50% to 75% of the time
+ Self-guided; Strong Organization skills
**Compensation:**
This position's compensation consists of a salary and supplemental incentive compensation. The base salary has a range of $100,000 to $120,000 depending on experience, location, and other factors.
**Location:**
Must be located in territory.
\#LI-PO1
\#LI-Hybrid
~IN1
Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.
Fully and partially leveraged roles are paid pursuant to a uniformly applied sales compensation plan. For partially leveraged roles, a starting salary or salary range will be listed in the above . If salary information is not listed in the job description above, compensation is based solely on commissions.
Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans.
Company:
Colonial Life
Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.