Senior Account Manager jobs at Marsh & McLennan Companies

About Marsh McLennan Agency Midwest Marsh McLennan Agency's Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently recognized as a top workplace, attracting and retaining its insurance talent by rewarding expertise and investing in career development. Colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment. A day in the life. As a Senior Account Manager, your role is to ensure the successful delivery of services to clients by creating and implementing customized service plans. You are responsible for building strong relationships with clients, understanding their needs, negotiating coverage, and managing proposals and renewals. Additionally, you will engage in strategic holistic planning for clients, understanding the full scope of their business. Our future colleague. We'd love to meet you if your professional track record includes these skills: * 5+ years' experience in commercial Property & Casualty insurance at an agency or related company * Interpreting complex documents, such as insurance policies with multiple coverages, detailed applications and proposals. * Highly proficient with Excel Spreadsheets, Word Documents, and navigating Agency Management Systems * Providing coverage analysis and risk management recommendations, completing applications, preparing submissions and proposals, and negotiating coverage and pricing * Reviewing the accuracy of others' work on a project or task * Ability to work and guide others on a fast paced, high-energy team while maintaining a positive attitude These additional qualifications are a plus, but not required to apply: * Property & Casualty license preferred, or the ability to obtain upon hire * BS/BA in Business, Insurance or related field * CPCU, ARM, CISR or other professional insurance designation related to Property & Casualty * Experience working with Applied Epic, agency management system * Available to travel for client meetings, as needed We know there are excellent candidates who might not check all these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. A Great Place to Work. A Great Place to Perk. Recognized for workplace culture by the likes of Fortune Magazine, The Chicago Tribune and more, our colleagues enjoy an environment that fosters creativity as well as individual and organizational growth. A small sampling of the benefits our colleagues enjoy include: * Medical, dental, vision, 401K benefits and more * The flexibility to work at home or an office, based on your discretion and schedule * Start with 20 days of paid time off * A paid day off to volunteer and company-organized volunteer events * Up to $1,000 per year in matching charitable donations * Up to $750 per year in wellness rewards * All the nitro cold brew coffee and sparkling water you can drink * A company-wide mentality that you can never appreciate your co-workers too much Who You Are is Who We Are MMA Midwest has created an award-winning culture largely due to meeting our colleagues where they are, celebrating their differences and building an inclusive environment. We challenge ourselves to create a workplace where our colleagues feel not only welcomed, but feel they belong; where we not only embrace diverse perspectives and opinions but seek them out; and where we ask not how a colleague fits our culture, but what they add to it. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. To learn more about a career at MMA, check us out online: *************************** or flip through our recruiting brochure: ********************** Follow us on social media to meet our colleagues and see what makes us tick: * ******************************************** * *********************************** * ***************************** * ****************************************************** #MMAMW #MMABI #LI-Remote The applicable base salary range for this role is $90,100 to $167,900. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. Applications are accepted on an ongoing basis.

A born and bred San Francisco original, Hotaling & Co. is the leading distiller and importer of artisanal spirits and cocktail essentials. Our dedication to artisanal spirits first started 30 years ago under the name Anchor Distilling Company - heralding the return to copper pot distilling in the U.S. with the original craft introductions of Junipero Gin & Old Potrero Straight Rye Whiskey. We carry on that pioneering legacy with the name Hotaling & Co. as a nod to the local legend A.P. Hotaling, who ventured West during the Gold Rush and quickly became one of the most reputable spirits dealers in the country and a notable figure in American drinking culture. Fueled by a passion for beverage expertise, education and hospitality, Hotaling & Co. carries on this tradition of artisanal excellence by bringing together a family of likeminded spirits that share our commitment to craft and care. Today, Hotaling & Co.â€TMs portfolio is synonymous with brands of unmatched quality and character, including Luxardo Liqueurs & Cherries, Nikka Whisky, Junipero Gin, HINE Cognac, Convite Mezcal, Severo Tequila, Kavalan Whisky, Denizen Rum, HIRSCH Selected Whiskeys, Writers' Tears Whiskey, Old Pulteney Whisky, Speyburn Whisky, Balblair Whisky, Arran Whisky, Old Potrero Rye Whiskey, and more. Visit to explore our full range of brands. Take the next step in your career now, scroll down to read the full role description and make your application. The Director of Food Sales will design and lead the execution of the go-to-market strategy for Hotalingâ€TMs new Food Division, scaling revenue from our existing core product (Luxardo cherries) into adjacent product lines and emerging categories. This leader will establish strong, trust-based relationships with our current food broker network, national and regional distributors, and key specialty and confectionery accounts. This is a hands-on, strategic role that blends selling, coaching, and system-building. You will personally drive customer acquisition, elevate broker and distributor performance, and develop the processes, tools, and operating rhythms that create predictable, repeatable growth for the division. Key Roles & Responsibilities Strategic Leadership Develop and implement a 12â€"24 month go-to-market sales strategy and playbook aligned with company objectives. Define and prioritize target channels (specialty food, bakeries, grocery, foodservice) based on ROI and strategic opportunity. Revenue Growth Grow Food Division revenue by expanding category penetration and introducing new SKUs.Set, track, and achieve quarterly and annual sales targets, including pipeline creation, conversion rates, average order size, and repeat purchase metrics. Channel & Partner Management Strengthen relationships with the existing food broker network, ensuring alignment on targets, assortment, and promotional plans.Manage relationships with regional and national distributors; negotiate terms, exclusivity agreements, listings, and joint business plans.Identify and onboard new distributors and specialty brokers as needed to accelerate reach and coverage. Account Penetration Identify, pursue, and secure key specialty food and confectionery accounts (buyers, category managers, co-packers, manufacturers, gourmet retailers).Develop tailored selling strategies for brokers, distributors, and end customers to improve penetration and retention. Cross-Functional Collaboration Partner with Marketing, Supply Chain, Operations, and Finance to ensure product readiness, accurate forecasting, pricing, promotional cadence, and efficient order fulfillment.Provide market feedback to inform SKU selection, packaging, labeling, and pricing. Sales Operations & Reporting Build and refine sales tools, KPIs, CRM processes, forecasting rhythms, and performance scorecards. Prepare and deliver monthly executive-level reporting on pipeline health, win/loss analysis, margins, and go-to-market progress. Team Development Hire, mentor, and support sales representatives and account managers as the division grows; provide coaching and define measurable performance goals. Success Metrics (First 12 Months) Establish baseline performance metrics and meet agreed-upon revenue targets (e.g., +X% year-over-year growthâ€"finalized with leadership). Convert X priority specialty/confectionery accounts and/or secure national distributor or retailer listings within 6â€"12 months. Increase broker-driven revenue conversion by X% through improved planning and incentive alignment. Launch Y new SKUs into target channels and achieve defined sell-through rates. Fully implement CRM tools, reporting cadence, and pipeline coverage metrics. Qualifications 7+ years of B2B sales experience in specialty food, ingredients, confectionery, or related CPG categories, including direct experience managing brokers, distributors, and specialty accounts. Proven ability to launch new products and scale revenue through distributor and broker networks. Strong negotiation skills with brokers and distributors; experienced in commercial contracts, pricing, and promotional terms. Excellent relationship-building skills and a history of developing long-term strategic partnerships.Demonstrated strategic and operational capabilities: pipeline management, forecasting, and KPI-driven decision-making. Proficiency with CRM systems (Salesforce preferred), MS Excel, and sales analytics tools. Willingness to travel frequently and represent the company at trade shows and customer meetings. Preferred Skills Experience collaborating with specialty food and confectionery brokers. Experience with imported specialty ingredients or premium branded ingredients. MBA or advanced degree. Existing relationships with buyers in specialty retail, confectionery manufacturing, gourmet foodservice, or premium grocery. How to Apply Please submit your resume and a brief cover letter including: An example of a product launch or channel penetration initiative you led and the results achieved. Key brokers/distributors or specialty accounts you've worked with (high-level descriptions are fine). Your proposed 90-day plan for this role (top three priorities). xevrcyc PandoLogic. Keywords: Brand Marketing Director, Location: San Francisco, CA - 94151

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

Company:Marsh McLennan AgencyDescription: Agency Midwest Marsh McLennan Agency's Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently recognized as a top workplace, attracting and retaining its insurance talent by rewarding expertise and investing in career development. Colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment. A day in the life. As our personal lines Account Manager on the private client team, your role is to work with the team to create and manage personalized service plans, build strong relationships, and find new client opportunities. You'll work with high-net-worth clients handling client communications, review coverage options, and ensure everything runs smoothly. You will also coordinate with internal teams to ensure client needs are met efficiently. Our future colleague. We'd love to meet you if your professional track record includes these skills: 3+ years personal lines private client Account Manager experience within an insurance brokerage, or comparable experience Collaborates with Producers, Account Executives, and internal teams to develop and manage personalized service plans, building strong client relationships through proactive communication. Proactively manage a designated book of high-net-worth personal lines clients with an emphasis on retention, relationship management, and coverage accuracy. Complete up to 4 off site renewal visits per month and participate in timely renewal discussions to maintain a 95% retention rate through proactive client engagement Collaborate cross-functionally with producers, risk advisors, and service teams to achieve departmental goals and deliver exceptional client experience. Work with the service team to manage new business and renewal processes, preparing submission packages, engaging with underwriters, and negotiating coverage and premiums on behalf of clients. Identify exposures, assess current and future risks, and design comprehensive insurance programs with premier carriers such as Chubb, PURE, Cincinnati, AIG Private Client, and Berkley One. Upon hire, Producers License for Fire/Casualty or Life/Health, as appropriate These additional qualifications are a plus, but not required to apply: BS/BA in Business, Insurance or related field CPCU, ARM, CEBS or other professional designation related to discipline Experience working with agency management systems, EPIC agency system experience preferred Proficient skill level in Microsoft Office Suite We know there are excellent candidates who might not check all these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. A Great Place to Work. A Great Place to Perk. Recognized for workplace culture by the likes of Fortune Magazine, The Chicago Tribune and more, our colleagues enjoy an environment that fosters creativity as well as individual and organizational growth. A small sampling of the benefits our colleagues enjoy include: Medical, dental, vision, 401K benefits and more The flexibility to work at home or an office, based on your discretion and schedule Start with 20 days of paid time off A paid day off to volunteer and company-organized volunteer events Up to $1,000 per year in matching charitable donations Up to $750 per year in wellness rewards All the nitro cold brew coffee and sparkling water you can drink A company-wide mentality that you can never appreciate your co-workers too much Who You Are is Who We Are MMA Midwest has created an award-winning culture largely due to meeting our colleagues where they are, celebrating their differences and building an inclusive environment. We challenge ourselves to create a workplace where our colleagues feel not only welcomed, but feel they belong; where we not only embrace diverse perspectives and opinions but seek them out; and where we ask not how a colleague fits our culture, but what they add to it. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. To learn more about a career at MMA, check us out online: *************************** or flip through our recruiting brochure: ********************** Follow us on social media to meet our colleagues and see what makes us tick: ******************************************** *********************************** ***************************** ****************************************************** #MMAMW #LI-Hybrid The applicable base salary range for this role is $53,400 to $99,400.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

As the Enterprise Client Executive you will be challenged to manage contracts and relationships with select IDN's for all of Philips Healthcare Products. Your role: * You will be working strategically at the C-Level and working cross-functionally with the internal Philips sales team * Act as the single point of contact to drive strategy with a key IDN account. * Solidifying the Trusted Advisor Role by providing market insights on industry trends, competitive landscape information, healthcare legislation information that assists the Account in reaching it's goals. * Leveraging the Business and Partnership relationship to retain and build toward a full Philips solution and product portfolio standardization. * Identifying a strong funnel of growth potential by analyzing contract status, standardization plan, evaluating current contracts, products, needs, care gaps install base, and construction strategies to leverage into deal strategies. * Acting as single point of contact for Tier 1, 2 IDN HQ accounts and own Executive level relationships. * Communicating, aligning and driving the team to execute on the Account strategy. * Maintaining account funnel, forecast and AOP performance. * Coaching the sales team to meet and manage customer expectations throughout the sales process. You're the right fit if you have the following: * Four-year college degree or equivalent preferred and a minimum of 8 years of Field Sales experience required (Experience with C-Level and IDNs required) * Experience leading account teams and selling to accounts that can produce large sales volumes and/or market share growth preferred * Experience selling into accounts that are characterized by a complex sales cycle with multiple decision makers * The ability to engage the customer and draw them into meaningful, in-depth conversations and educate the customer about industry trends and business issues * You must be able to successfully perform the following minimum Physical, Cognitive and Environmental job requirements with or without accommodation for this Sales position. How we work together We believe that we are better together than apart. For our office-based teams, this means working in-person at least 3 days per week. Onsite roles require full-time presence in the company's facilities. Field roles are most effectively done outside of the company's main facilities, generally at the customers' or suppliers' locations. This is a field role in the Greater Chicago market. About Philips We are a health technology company. We built our entire company around the belief that every human matters, and we won't stop until everybody everywhere has access to the quality healthcare that we all deserve. Do the work of your life to help improve the lives of others. * Learn more about our business. * Discover our rich and exciting history. * Learn more about our purpose. * Learn more about our culture. Philips Transparency Details Total Target Earnings is composed of base salary + target incentive. At 85% to 120% performance achievement, the Target Earning potential is $265,000 to $300,000, annually. Total compensation may be higher or lower dependent upon individual performance. Target Earnings pay is only one component of the Philips Total Rewards compensation package, which includes a generous PTO, 401k (up to 7% match), HSA (with company contribution), stock purchase plan, education reimbursement and much more. Details about our benefits can be found here. Additional Information US work authorization is a precondition of employment. The company will not consider candidates who require sponsorship for a work-authorized visa, now or in the future. Company relocation benefits will not be provided for this position. For this position, you must reside in or within commuting distance to the Greater Chicago market. #LI-FIELD This requisition is expected to stay active for 45 days but may close earlier if a successful candidate is selected or business necessity dictates. Interested candidates are encouraged to apply as soon as possible to ensure consideration. Philips is an Equal Employment and Opportunity Employer including Disability/Vets and maintains a drug-free workplace.

EPIC Insurance Brokers is looking for an experienced Surety Account Executive. This role will be a hybrid position and we are open to hiring candidates local to either our Sothern California or Texas offices. The Surety Account Executive serves as a key client-facing role within the Surety department. This professional is responsible for managing and growing a portfolio of surety clients, providing expert guidance on bonding solutions, and maintaining strong relationships with clients, carriers, and internal teams. Key Responsibilities: * Client Relationship Management: * Serve as the primary contact for clients regarding surety needs. * Build and maintain strong, trust-based relationships with clients. * Advise clients on complex surety matters and bonding strategies. * Surety Program Development: * Understand clients' business operations and financials to tailor bonding solutions. * Analyze financial statements, credit reports, and project histories to assess bonding capacity. * Coordinate market selection and negotiate terms with surety carriers. * Marketing & Business Development: * Assist producers in soliciting new surety business. * Develop leads through industry networking, internal referrals, and market research. * Participate in formal presentations to client decision-makers. * Carrier Relations: * Maintain effective relationships with surety carriers. * Stay informed on industry trends, regulations, and available products. * Ensure compliance with underwriting standards and carrier expectations. * Internal Collaboration: * Work closely with producers, client executives, and support staff. * Mentor junior team members and contribute to a collaborative work environment. * Coordinate servicing efforts to ensure high-quality client support. Qualifications: * Bachelor's degree in Business, Finance, Accounting, or related field, preferred. * Minimum of 5 years of experience in the surety or insurance industry. * Strong understanding of surety products, underwriting principles, and financial analysis. * Excellent communication, organizational, and problem-solving skills. * Proficiency in Microsoft Office Suite; experience with Tinubu preferred. * Property/Casualty license and relevant industry designations (e.g., AFSB) are a plus. Competencies: * Client-focused with a commitment to delivering exceptional service. * Critical thinking and analytical skills. * Professionalism and reliability. * Ability to manage multiple priorities and meet deadlines. * Strong interpersonal and negotiation skills. This role is ideal for a highly motivated insurance professional who thrives in a fast-paced environment.. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Primary expert resource and first point of contact for clients, which includes research/analysis and handling of wide variety of client questions on coverage/eligibility, contractual issues, and government reporting compliance. Prepares endorsements per client requests. Prepares and provides resource, trend and legal update information to clients on on-going basis. Routine questions are delegated. * For new and renewal business, analyzes relevant client data (e.g., census/experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate and renewal information and obtaining quotes, strategizes with clients (typically senior-level executives and managers), makes recommendations to clients regarding coverage and exclusions; negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf). * Provides marketing and new business development support to producers, including preparing presentations and proposals, participating in meetings with prospective clients as part of team. * Conducts marketing and new business development for employee's book of business. * Delegates office administrative work to appropriate staff and oversees tasks. Business Growth * Lead account team for accounts in assigned book of business, coordinating the efforts of other team members (marketing, account management, employee benefits, branch management, claims, etc.) to produce, service and retain business; * May have a production goal. Production goals are subject to periodic adjustment by the Company. Service * Establishes and maintains primary, on-going business relationship with client and becomes first point of contact for all future client service needs; * Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues; * Interface with clients, producers and other team members to develop a comprehensive customer service plan; * Analyze census and market data to prepare insurance renewal options, meet with clients to strategize, and advise on best alternatives; * Negotiate with carriers on clients' behalf for best available premiums, commissions and coverage; * Handle or provide expert resource to clients regarding open enrollment meetings, including customized material preparation and communication; * Ensure expert knowledge is maintained and prepare resource information for clients to continually keep informed of benefit trends, State and Federal legislation, rules and regulations; Advise clients on government reporting compliance issues, as appropriate. Marketing * Preparation of Request for Proposal (RFP) for presentation to carriers (or marketing manager on large clients), including analysis of census, current and/or proposed benefit plan designs, market comparison data, and contribution strategies; * Negotiate with carriers for best available premiums, commissions and coverage; * Conduct sales presentations as part of team; * Analyze and provide client referrals to Sales Team for Employee Benefits and Private Client Departments. Personal and Organizational Development * Set priorities and manage workflow for self to ensure all goals are met; * Maintain cordial and effective relationships with clients, co-workers, carriers, vendors, and other business contacts; * Maintain up-to-date proposals, workflow logs, update all benefits information on agency management system, manuals or other required documentation and records; * Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company; * Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance; * Enjoy active participation in community organizations; * Project a professional image in action and appearance. SUPERVISORY RESPONSIBILITIES: * None KEY COMPETENCIES: * Full knowledge of commercial lines of coverage and services; * Demonstrated experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects; * Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher & Excel; * Strong attention to detail and time management abilities; * Strong ability to multi-task and assign priority; * Ability to work effectively and efficiently both with and without direct supervision; * Ability to work effectively and efficiently in a team environment as well as independently; * Strong interpersonal communication skills, both written and oral EDUCATION and/or EXPERIENCE: * High school diploma or G.E.D. equivalent required. College degree or equivalent experience required; * Ten or more years experience in mid-size brokerage or carrier working on middle-market accounts One year of direct supervisory experience required. * Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software. * Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. * Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: State Property & Casualty License required; Valid Driver's License required. COMPENSATION: The national average salary for this role is $150,000.00 - $200,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: * Generous Paid Time off * Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days * Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave * Generous employee referral bonus program of $1,500 per hired referral * Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) * Employee Resource Groups: Women's Coalition, EPIC Veterans Group * Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development * Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support * Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs * 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! * EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation * We're in the top 10 of property/casualty agencies according to "Insurance Journal" To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* #LI-LL1 #LI-Hybrid

Working at RCM&D and Unison Risk Solutions is ideal for those seeking a challenging, rewarding and upwardly mobile career in risk management, insurance and employee benefits. Dedicated to fostering their continued success and growth, we are deeply invested in our employees. Job Summary The Client Executive serves as a strategic advisor and primary relationship manager for mid-to-large-market surety clients. This role is responsible for managing contract and commercial surety programs, driving client retention and growth, and delivering exceptional client service. Essential Functions Act as the main point of contact for assigned surety clients, ensuring proactive communication and long-term relationship development. Conduct regular stewardship meetings to review bond programs, financial updates, market conditions, and risk mitigation strategies. Understand client operations, financial performance, and strategic goals to provide tailored surety recommendations. Manage all aspects of bond programs, including evaluating requests, reviewing indemnity agreements, and ensuring accurate submissions. Coordinate bond placements, modifications, renewals, and program changes with carriers and internal teams. Maintain strong relationships with surety underwriters and partners. Prepare and negotiate submissions, program structures, and terms to secure competitive bonding solutions. Monitor market trends and identify opportunities or risks affecting client programs. Identify opportunities to expand services within existing accounts, including cross-selling insurance and risk management solutions. Support new business production through prospect meetings, presentations, and underwriting submissions. Partner with Client Managers and Representatives to ensure seamless service delivery. Mentor junior team members on surety processes, financial analysis, and carrier expectations. Schedule and administer surety quarterly and annual meetings when available, in presence of Risk Advisor. Attend company sponsored seminars and educational activities necessary to maintain product knowledge and underwriting expertise. Maintain accurate documentation in agency systems (e.g., EPIC, Tinubu/SurePath). Ensure legislative, regulatory and technical developments are appropriately communicated to clients. Ensure compliance with underwriting requirements, regulatory standards, and agency best practices. Occasionally engage in assigned project; includes, but not limited to - marketing plans, sales, promotions, associated organization involvement, networking etc. Assist in developing prospect marketing plans, advertising, prospecting, database research, market research, sales calls, etc. Strengthen networking opportunities with membership and leadership in associations, industry groups, etc. Attend department and sales meetings as required. Additional job duties as assigned. Minimum Education/Abilities/Skills Bachelor's degree in business, Risk Management, Analytics or other related field is preferred; high school diploma or GED, in concert with industry experience, in lieu of an associate or bachelor's degree is necessary. 5+ years' experience in surety or construction-related financial services (agency, carrier, brokerage, or contractor finance) Strong knowledge of contract surety, commercial bonds, underwriting criteria, and financial statement analysis. Exhibits executive presence and strong rapport-building/interpersonal skills for positive interaction with customers and co-workers. Exhibits solid time management skills; able to work under pressure and meet deadlines and deliverables and is highly responsive to internal and external stakeholders' needs and requests. Current and valid Property & Casualty license. Proficiency with Microsoft Office Suite. Additional Qualifications Knowledge and skills in effective use of account management systems Tinubu (SurePath) and EPIC Professional insurance designation (AFSB, CPCU, ARM) strongly preferred Established relationships with regional and national surety carriers. Notary Public desirable. RCM&D, a Unison Risk Advisors company and founding member of Assurex Global, is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. Finding and cultivating talent is a hallmark of our organization. RCM&D looks for the best and brightest risk management, insurance and employee benefits professionals to join our firm. As a growing and vibrant business, we also recruit savvy marketing, sales, finance, human resources, technology and administrative colleagues to manage and operate our business.

Working at RCM&D and Unison Risk Solutions is ideal for those seeking a challenging, rewarding and upwardly mobile career in risk management, insurance and employee benefits. Dedicated to fostering their continued success and growth, we are deeply invested in our employees. Job Summary RCM&D is currently searching for a Client Executive in our Healthcare department. The successful candidate will participate in business development opportunities, working with the Sales Executives. Additionally, the Client Executive will actively be involved in market-building activities, such as participation in industry groups and speaking engagements. Essential Functions Maintain and grow a designated book of business as outlined in individual incentive plans; accountable for growth, retention, and client satisfaction for that book of business. Meet personal new business goals as set forth by Client Service Team Leader and Division Director. Develop a thorough understanding of client businesses, their policies, practices, and industries. Understand and guide clients through the initial objective-setting process. Produce new business on a regular basis that generates revenue to meet the annual goals of the department. Interpret technical findings and communicate them to clients in reports and presentations. Review all program calculations and reports for accuracy prior to client delivery. Extract information and draw conclusions from carrier data and claim reports to interpret trends and anticipate potential problems for clients. Assist clients with plan design, funding, administration, and communications consulting. Assess client needs and questions and review options with clients, making sound recommendations on a day-to-day basis. Manage the client cycle and monitor timeframes and renewal deadlines. Plan and conduct annual stewardship meetings. Retain and develops account by making recommendations regarding the risk to the customer for the most cost effective and proper insurance coverage, preparing proposals, evaluating and recommending other lines, and providing additional resources for the client, as needed. Review policy coverages and identify cross-selling and additional revenue opportunities. Keep abreast of new sales programs. Attend company-sponsored seminars and educational sessions to maintain product knowledge and underwriting expertise. Maintain client files on EPIC system and use EPIC to perform all transactions. Additional job duties as assigned. Minimum Education/Abilities/Skills Bachelor's Degree in Business, Risk Management, Analytics or other related field is preferred; high school diploma or GED, in concert with industry experience, in lieu of an associate's or bachelor's degree is necessary. 7+ years' experience handling large accounts at a high level of responsibility. Exercises sound judgment and exhibits a strong critical thought process to make good decisions, despite time constraints. Excellent working knowledge of EPIC agency management system and of underwriting requirements of carriers as well as policy provisions and policy changes. Possesses strong oral and written communication skills; communicates effectively with customers and insurance companies. Possesses excellent organizational skills and strong financial analysis acumen. Able to work collaboratively with internal and external stakeholders, be a team player and exhibit a positive attitude. Exhibits solid time management skills; able to work under pressure to meet deadlines and deliverables, and is highly responsive to internal and external stakeholders' needs and requests. Additional Qualifications Possess appropriate, jurisdictional licenses Experience with Applied EPIC desired but not required Bachelor's degree in business or other related field is preferred. RCM&D, a Unison Risk Advisors company and founding member of Assurex Global, is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. Finding and cultivating talent is a hallmark of our organization. RCM&D looks for the best and brightest risk management, insurance and employee benefits professionals to join our firm. As a growing and vibrant business, we also recruit savvy marketing, sales, finance, human resources, technology and administrative colleagues to manage and operate our business.

EPIC Insurance Brokers is looking for an experienced Surety Account Executive. This role will be a hybrid position and we are open to hiring candidates local to either our Sothern California or Texas offices. The Surety Account Executive serves as a key client-facing role within the Surety department. This professional is responsible for managing and growing a portfolio of surety clients, providing expert guidance on bonding solutions, and maintaining strong relationships with clients, carriers, and internal teams. Key Responsibilities: * Client Relationship Management: * Serve as the primary contact for clients regarding surety needs. * Build and maintain strong, trust-based relationships with clients. * Advise clients on complex surety matters and bonding strategies. * Surety Program Development: * Understand clients' business operations and financials to tailor bonding solutions. * Analyze financial statements, credit reports, and project histories to assess bonding capacity. * Coordinate market selection and negotiate terms with surety carriers. * Marketing & Business Development: * Assist producers in soliciting new surety business. * Develop leads through industry networking, internal referrals, and market research. * Participate in formal presentations to client decision-makers. * Carrier Relations: * Maintain effective relationships with surety carriers. * Stay informed on industry trends, regulations, and available products. * Ensure compliance with underwriting standards and carrier expectations. * Internal Collaboration: * Work closely with producers, client executives, and support staff. * Mentor junior team members and contribute to a collaborative work environment. * Coordinate servicing efforts to ensure high-quality client support. Qualifications: * Bachelor's degree in Business, Finance, Accounting, or related field, preferred. * Minimum of 5 years of experience in the surety or insurance industry. * Strong understanding of surety products, underwriting principles, and financial analysis. * Excellent communication, organizational, and problem-solving skills. * Proficiency in Microsoft Office Suite; experience with Tinubu preferred. * Property/Casualty license and relevant industry designations (e.g., AFSB) are a plus. Competencies: * Client-focused with a commitment to delivering exceptional service. * Critical thinking and analytical skills. * Professionalism and reliability. * Ability to manage multiple priorities and meet deadlines. * Strong interpersonal and negotiation skills. This role is ideal for a highly motivated insurance professional who thrives in a fast-paced environment.. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Primary expert resource and first point of contact for clients, which includes research/analysis and handling of wide variety of client questions on coverage/eligibility, contractual issues, and government reporting compliance. Prepares endorsements per client requests. Prepares and provides resource, trend and legal update information to clients on on-going basis. Routine questions are delegated. * For new and renewal business, analyzes relevant client data (e.g., census/experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate and renewal information and obtaining quotes, strategizes with clients (typically senior-level executives and managers), makes recommendations to clients regarding coverage and exclusions; negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf). * Provides marketing and new business development support to producers, including preparing presentations and proposals, participating in meetings with prospective clients as part of team. * Conducts marketing and new business development for employee's book of business. * Delegates office administrative work to appropriate staff and oversees tasks. Business Growth * Lead account team for accounts in assigned book of business, coordinating the efforts of other team members (marketing, account management, employee benefits, branch management, claims, etc.) to produce, service and retain business; * May have a production goal. Production goals are subject to periodic adjustment by the Company. Service * Establishes and maintains primary, on-going business relationship with client and becomes first point of contact for all future client service needs; * Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues; * Interface with clients, producers and other team members to develop a comprehensive customer service plan; * Analyze census and market data to prepare insurance renewal options, meet with clients to strategize, and advise on best alternatives; * Negotiate with carriers on clients' behalf for best available premiums, commissions and coverage; * Handle or provide expert resource to clients regarding open enrollment meetings, including customized material preparation and communication; * Ensure expert knowledge is maintained and prepare resource information for clients to continually keep informed of benefit trends, State and Federal legislation, rules and regulations; Advise clients on government reporting compliance issues, as appropriate. Marketing * Preparation of Request for Proposal (RFP) for presentation to carriers (or marketing manager on large clients), including analysis of census, current and/or proposed benefit plan designs, market comparison data, and contribution strategies; * Negotiate with carriers for best available premiums, commissions and coverage; * Conduct sales presentations as part of team; * Analyze and provide client referrals to Sales Team for Employee Benefits and Private Client Departments. Personal and Organizational Development * Set priorities and manage workflow for self to ensure all goals are met; * Maintain cordial and effective relationships with clients, co-workers, carriers, vendors, and other business contacts; * Maintain up-to-date proposals, workflow logs, update all benefits information on agency management system, manuals or other required documentation and records; * Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company; * Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance; * Enjoy active participation in community organizations; * Project a professional image in action and appearance. SUPERVISORY RESPONSIBILITIES: * None KEY COMPETENCIES: * Full knowledge of commercial lines of coverage and services; * Demonstrated experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects; * Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher & Excel; * Strong attention to detail and time management abilities; * Strong ability to multi-task and assign priority; * Ability to work effectively and efficiently both with and without direct supervision; * Ability to work effectively and efficiently in a team environment as well as independently; * Strong interpersonal communication skills, both written and oral EDUCATION and/or EXPERIENCE: * High school diploma or G.E.D. equivalent required. College degree or equivalent experience required; * Ten or more years experience in mid-size brokerage or carrier working on middle-market accounts One year of direct supervisory experience required. * Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software. * Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. * Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: State Property & Casualty License required; Valid Driver's License required. COMPENSATION: The national average salary for this role is $150,000.00 - $200,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: * Generous Paid Time off * Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days * Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave * Generous employee referral bonus program of $1,500 per hired referral * Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) * Employee Resource Groups: Women's Coalition, EPIC Veterans Group * Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development * Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support * Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs * 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! * EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation * We're in the top 10 of property/casualty agencies according to "Insurance Journal" To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* #LI-LL1 #LI-Hybrid

Lockton is currently seeking a Global Client Executive in the Lockton Global Solutions Practice who will be independently and wholly responsible for a book of global clients; this will entail translating risk and loss profiles into solutions through program design across all lines of cover through program design across all lines of cover through a compliance lens. They will build long-term, trusted advisor relationships with clients, producers, and domestic associates, supporting business growth. The Global Client Executive drives accountability for execution of account strategies by delegating and empowering supporting associates on the Lockton Global Solutions team, as well as the domestic US risk teams. The Global Account Executive should always adhere to Lockton's cultural values, and treat fellow associates, clients and vendors with dignity and respect. Responsibilities * Leadership of a dedicated book of business * Strong relationships with global clients - understand their global insurance needs and requirements * Stay up to date on all industry and global economic trends to provide informed advice to clients * Accountable for the global service and execution * Lead market relationships and negotiation * Manage the entire renewal process and overall global client relationship * Leadership and development of Client Managers and Global Analysts * Manage and cultivate internal relationships with other Risk Solutions teams, other associates, and Producers Essential Competencies * Senior coverage expert across all lines of business. Specifically, with ownership (both placement and advisory) of the International Casualty product. Collaboration, strategic input and international implementation of other lines of cover, including but not limited to: Property, Marine, Directors and Officers Liability, Crime, Business Travel Accident, Environmental Liability and Professional Liability * Identifies opportunities to create synergies and reduce frictional costs of global programs * Can articulate Lockton's global capabilities, value proposition and differentiators * Ability to analyze exposures and identify risks, inconsistencies, and accuracy of reported data * Creates timely and accurate submissions, initial quote comparisons and coverage reviews * Assists with prospecting new business, including preparing and presenting RFPs * Post-binding implementation, including overseeing the accuracy and reporting of local admitted policies and other global program tracking * Country Leadership - accountable for senior level relationships with the Lockton teams who are overseas and develops senior market relationships accountable for carrier performance * Keep a pulse on market and regulatory developments to update internal and external stakeholders #LI-DA2

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary: Responsible to retain the existing business and grow the assigned group of accounts. In a leadership role, collaborates with client teams in the tactical and strategic delivery of services promised; works closely with internal resources as needed to satisfy the client's needs. A Day in The Life: Serves as the key relationship contact by account at all leaderships levels for the assigned book of business with a total book value from $750K to $2M. Achieves TAS (Total Account Selling) goals in collaboration with Sales/Business Development; meets individual cross-selling and up-selling objectives. Provides support as needed to the assigned Senior Client Executive(s) in the management of their account activity and book of business. Develops, leads and executes account strategy with the client and the assigned team of Oswald professionals; develops an annual service plan with focused goals, which includes stewardship, pre-renewal, policy delivery and open item components. Directs and implements cost effective benefit solutions to minimize risk and ensures the selected strategy is effectively designed, communicated and implemented by the account team; responsible for claims and loss control oversight. Pursues innovative alternatives that may lead to more effective client solutions. Ensures the assigned service team maintains the existing account base while having responsibility to identify the opportunity for up selling and cross selling all Oswald Products/Services across business lines. Collaborates with supervisor to identify, quantify and develop a plan to expand the depth of services provided; works closely with internal departments to formulate and execute a sales strategy. Oversees the new client onboarding process, which includes verifying all services sold, understanding client expectations, and the creation of the short-term and long-term plan to deliver services. Directs support team activities to meet the client's specific needs, which include the creation of the annual service calendar, scheduling meeting times and agenda, and other deliverables to be completed by the established client deadline. Responsible to review and approve all client deliverables which may include pre-renewal projection, market evaluation and pricing summary, annual renewal, open enrollment materials, annual utilization review, compliance notifications, wellness information and any other item deemed necessary; may conduct open enrollment meetings. Ensures all client revenue is collected on a timely basis, which may include consulting fees and carrier commissions. Participates in client meetings and ensures meeting notes clearly outline actions needed and the team members responsible for execution and delivery. Formulates the strategic planning process and collaborates with the assigned client team to execute plan specifics for an integrated and comprehensive health management strategy customized to the client's needs. Initiates the renewal negotiation process with carriers. Trains support staff in the understanding and coordination of key operational activities and processes; develops the skills of team members and their industry knowledge base. Understands the details of Healthcare Reform, HIPAA, COBRA and other legislation, which affects the business unit; guides the client in the execution of the appropriate steps to meet regulatory requirements. Attains further education, coursework and skills development opportunities to obtain professional designations in their field of expertise. Develops leadership capabilities in the planning, execution and delivery of special projects as needed; serves as a change agent where circumstances dictate. Provides effective client stewardship and communication, including uniform reporting and profitability analysis. Maximizes the integrity of account intelligence through timely and accurate updates of key client data in the CRM; this includes the names of business owners, executive staff, board members, center-of-influence relationships, and community/outside board involvement. What You'll Need: A college degree is an advantage but not a requirement Life, Health & Accident License required At least 5 to 10 years of industry knowledge is required, to include experience in medical benefits and ancillary lines of coverage Strong sales aptitude and personal characteristics required. Strong tactical skillset General understanding of technical concepts - self-funding, different carriers solutions, etc. Strong relationship skills Ability to execute Self-starter - Ability to work independently with little oversight Intuitiveness - knowing when to loop in Client Executive and leadership for escalated issues Ability to oversee CSA's and provide general tactical oversight Project management skills - ability to work with internal and external partners to deliver results timely. Who You Are: Significant understanding of self-funding - able to understand and present data, able to view analysts work and carrier renewals and interpret them Strong technical skills - understands all components of a benefits program Strong presentation skills - ability to adapt Sales mindset - ability to identify upsell/cross-sell opportunities Strategic thinker - able to connect solutions with data Accountability - overall accountability for anything with a client - wrong, right, indifferent Strong communication skills - ability to know how and when to communicate Relationship builder - build relationships with clients, carriers, and internal partners Strong leadership skills - ability to coordinate all aspects of a project and make sure folks deliver on timelines Who is Oswald? Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients. We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity. Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations. Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don't believe us? Ask your friends, colleagues, and mentors about Oswald. There's a reason Oswald has been named a Top Workplace for nine consecutive years. What you'll get... At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we'll help you achieve your goals. At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice. At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it. At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks. In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives. Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings. Paid time off annually and a sabbatical at every 10-year service anniversary. Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution) Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations Access to specialized leadership development programming designed to take your career to the next level. And so much more! To learn more about Oswald, our culture and everything we have to offer, visit us on LinkedIn. Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.

We are looking to add a Client Executive on our Private Risk team in Minneapolis, MN or Waukee, IA. Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! At Holmes Murphy, our employees play to their strengths and contribute to who we are and want to be. We don't believe in a “one size fits all” approach, so we handcraft custom solutions based on our client's private risks and exposures. Here is just a bit of what you would do as a Client Executive on our Private Risk Team: Partners with appropriate internal team members and/or experts on exposure, risk, and appropriate coverages for initial and ongoing prospect sales meetings and proposals. Work in collaboration with client experience team, as well as other producers to identify client risk management solutions to protect families, assets, and lifestyle's. From executive leadership to multi-generational planning Maintain relationship with clients and their individual and family needs, identifying appropriate coverages, addressing changes as needed and delivering their annual review documents. Prepare quotes through online platforms, develop proposal documents, and present to prospective clients. 80% referral based cliental 20% actively generated new sales leads through community activities, association meetings and qualified sales calls, which results in achieving or exceeding sales goals. Attends all sales related activities, promoting game-changing, positive attitude in support of all agency changes and/or growth. Promotes the agency and the insurance industry in the community. You'll need to be equipped with the following skills for the Client Executive role: Ability to communicate interpersonally with depth around detailed and complex coverages Strong communications and interpersonal skills. Viewed as trustworthy and operates on a solid ethical foundation of personal values that are transparent. Knowledge and ability for ongoing learning of a variety of private exposures and risks. Ability to learn and utilize advance technology, such as Salesforce, associated with job functions. Ability to read, understand and analyze coverages, forms and policies. Ability to provide own transportation and ability to travel up to 15%. Ability to learn the proprietary sales and service platform. Qualifications: Education: College degree preferred. Experience: Experience in the private client space preferred either with carrier or agency. Active state specific insurance agent license, or ability to acquire a license within three months. Benefits: In addition to core benefits like health, dental and vision, also enjoy benefits such as: Paid Parental Leave and supportive New Parent Benefits - We know being a working parent is hard, and we want to support our employees in this journey! Company paid continuing Education & Tuition Reimbursement - We support those who want to develop and grow. 401k Profit Sharing - Each year, Holmes Murphy makes a lump sum contribution to every full-time employee's 401k. This means, even if you're not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf! We are forward-thinking and want to be sure your future is cared for. Generous time off practices in addition to paid holidays - Yes, we actually encourage employees to use their time off, and they do. After all, you can't be at your best for our clients if you're not at your best for yourself first. Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you - Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you. DE&I programs - Holmes Murphy is committed to celebrating every employee's unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish! Consistent merit increase and promotion opportunities - Annually, employees are reviewed for merit increases and promotion opportunities because we believe growth is important - not only with your financial wellbeing, but also your career wellbeing. Discretionary bonus opportunity - Yes, there is an annual opportunity to make more money. Who doesn't love that?! Compensation: Compensation is based on several factors, including, but not limited to, education, work experience, industry certifications, and is commensurate based on the book of business. In addition to your salary, Holmes Murphy offers a comprehensive total rewards program including annual bonuses, total wellbeing benefits and support for professional development. Holmes Murphy & Associates is an Equal Opportunity Employer. #LI-JK1

Company:Description: Account Manager - Private Client Services Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as an Account Manager here at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life: As an Account Manager within Private Client Services (PCS), you will be responsible for developing and servicing new and existing Private Client Group accounts. Serving as an advisor to clients, you will maintain and retain existing business, while following up on referrals and rounding client accounts. You will become an integral part of this team, receiving on the job training and on-going support from management and team members. We will count on you to: Act as the primary contact with the Producer and/or Client. Place new business and cross sell as needed to maintain client's insurance program. Function as the primary contact with all vendors to ensure proper processing of all requests necessary to effectively maintain the client's insurance program. Manage all components of the renewal process for clients. Create Acord applications, including Supplemental, as needed, for submissions to carriers. Prepare proposals or summaries for renewal terms when requested. Identify and resolve accounting discrepancies Create requests for changes to client's coverages Process mail and phone requests on daily basis Our future colleague 5+ years of insurance industry experience with at least 2+ years spent working in Personal Lines, ideally in a brokerage environment Active Property and Casualty insurance license Effective oral and written communication and relationship building skills essential Proficiency with Microsoft Office products, including Word, Excel and PowerPoint Exceptional time management and organization skills as well as strong attention to detail These additional qualifications are a plus, but not required to apply: Bachelor's Degree in Risk Management, Business Management, Finance or other relevant program Experience with SalesForce, ImageRight, Epic or Sagita We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid work Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check us out our website or flip through recruiting brochure. Follow us on social media to meet our colleagues and see what makes us tick: Instagram Facebook X LinkedIn Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMAPCS #LI-Hybrid

Company:Description: Account Manager- Private Client Services HNW Yacht Practice Our not-so-secret sauce Established as one of the premier insurance agencies in the USA, Marsh & Mclennan Agency (MMA) is meeting the needs of mid-sized businesses across the country. MMA's services are targeted to customers who seek professional advice on program structure, market knowledge, experience and expertise in their industry, along with local resources and service professionals. MMA provides global risk management, risk consulting, insurance brokerage, alternative risk financing, and program management services for businesses, public entities, associations, professional services organizations, and private clients. We offer specialized products and services covering a wide spectrum of risks. Marsh & McLennan Agency- Florida is seeking candidates for the following position based in our Palm Beach Gardens office: The Account Manager is responsible for providing exceptional customer service and supporting the service needs of our Private Client Services Yacht and Boating client base. This is an exciting opportunity to join a well-established company and gain valuable experience working in a professional atmosphere. We will count on you to: Manage a book of yacht / boat clients including, securing and processing renewals, remarketing, and responding to clients requirements. Quote new business, prepare market summaries documents for binding and collaborate with producers and the client in securing the business Be proficient with HNW online quoting systems and learning underwriting guidelines Be proficient with the agencies management system, documenting, making new transactions, setting up clients, updating correspondences What you need to have: High school diploma or equivalent Current & valid 2-20 insurance license At least 3-5 years of experience in Personal Lines/PCS HNW within an insurance agency At least 3-5 years of Personal Lines/PCS Yacht/Boating experience Multi-line and multi-carrier experience with thorough knowledge of guidelines, endorsements, and service for various brokered companies; experience quoting, binding and processing applications Proficiency with MS Office, including Excel; strong data entry and data processing skills Strong verbal and written communication and presentation skills Extremely detail-oriented, organized and proactive Team-oriented and collaborative Growth-minded individual Well organized, strong attention to detail, deadline oriented, strong sense of urgency and self-motivated. Adaptable to ever changing environment, ability to work under pressure in fast-paced environment, manage multiple projects, and meet deadlines. Ability to interact with various personality styles and manage requests from multiple sources. What makes you stand out: Bachelor's degree or higher Strong proficiency and experience with Applied EPIC Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid and flexible work Charitable contribution match programs Stock purchase opportunities Competitive compensation Entrepreneurial leadership Unmatched, scalable resources Committed to core values Inclusive culture To learn more about a career at MMA, check us out our website or flip through recruiting brochure. Follow us on social media to meet our colleagues and see what makes us tick: Instagram Facebook X LinkedIn Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMAFL #Hybrid

Company:Description: Account Manager- Private Client Services HNW Yacht Practice Our not-so-secret sauce Established as one of the premier insurance agencies in the USA, Marsh & Mclennan Agency (MMA) is meeting the needs of mid-sized businesses across the country. MMA's services are targeted to customers who seek professional advice on program structure, market knowledge, experience and expertise in their industry, along with local resources and service professionals. MMA provides global risk management, risk consulting, insurance brokerage, alternative risk financing, and program management services for businesses, public entities, associations, professional services organizations, and private clients. We offer specialized products and services covering a wide spectrum of risks. Marsh & McLennan Agency- Florida is seeking candidates for the following position based in our Palm Beach Gardens office: The Account Manager is responsible for providing exceptional customer service and supporting the service needs of our Private Client Services Yacht and Boating client base. This is an exciting opportunity to join a well-established company and gain valuable experience working in a professional atmosphere. We will count on you to: Manage a book of yacht / boat clients including, securing and processing renewals, remarketing, and responding to clients requirements. Quote new business, prepare market summaries documents for binding and collaborate with producers and the client in securing the business Be proficient with HNW online quoting systems and learning underwriting guidelines Be proficient with the agencies management system, documenting, making new transactions, setting up clients, updating correspondences What you need to have: High school diploma or equivalent Current & valid 2-20 insurance license At least 3-5 years of experience in Personal Lines/PCS HNW within an insurance agency At least 3-5 years of Personal Lines/PCS Yacht/Boating experience Multi-line and multi-carrier experience with thorough knowledge of guidelines, endorsements, and service for various brokered companies; experience quoting, binding and processing applications Proficiency with MS Office, including Excel; strong data entry and data processing skills Strong verbal and written communication and presentation skills Extremely detail-oriented, organized and proactive Team-oriented and collaborative Growth-minded individual Well organized, strong attention to detail, deadline oriented, strong sense of urgency and self-motivated. Adaptable to ever changing environment, ability to work under pressure in fast-paced environment, manage multiple projects, and meet deadlines. Ability to interact with various personality styles and manage requests from multiple sources. What makes you stand out: Bachelor's degree or higher Strong proficiency and experience with Applied EPIC Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid and flexible work Charitable contribution match programs Stock purchase opportunities Competitive compensation Entrepreneurial leadership Unmatched, scalable resources Committed to core values Inclusive culture To learn more about a career at MMA, check us out our website or flip through recruiting brochure. Follow us on social media to meet our colleagues and see what makes us tick: Instagram Facebook X LinkedIn Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMAFL #Hybrid

Company:Description: Account Manager- Private Client Services HNW Yacht Practice Our not-so-secret sauce Established as one of the premier insurance agencies in the USA, Marsh & Mclennan Agency (MMA) is meeting the needs of mid-sized businesses across the country. MMA's services are targeted to customers who seek professional advice on program structure, market knowledge, experience and expertise in their industry, along with local resources and service professionals. MMA provides global risk management, risk consulting, insurance brokerage, alternative risk financing, and program management services for businesses, public entities, associations, professional services organizations, and private clients. We offer specialized products and services covering a wide spectrum of risks. Marsh & McLennan Agency- Florida is seeking candidates for the following position based in our Palm Beach Gardens office: The Account Manager is responsible for providing exceptional customer service and supporting the service needs of our Private Client Services Yacht and Boating client base. This is an exciting opportunity to join a well-established company and gain valuable experience working in a professional atmosphere. We will count on you to: Manage a book of yacht / boat clients including, securing and processing renewals, remarketing, and responding to clients requirements. Quote new business, prepare market summaries documents for binding and collaborate with producers and the client in securing the business Be proficient with HNW online quoting systems and learning underwriting guidelines Be proficient with the agencies management system, documenting, making new transactions, setting up clients, updating correspondences What you need to have: High school diploma or equivalent Current & valid 2-20 insurance license At least 3-5 years of experience in Personal Lines/PCS HNW within an insurance agency At least 3-5 years of Personal Lines/PCS Yacht/Boating experience Multi-line and multi-carrier experience with thorough knowledge of guidelines, endorsements, and service for various brokered companies; experience quoting, binding and processing applications Proficiency with MS Office, including Excel; strong data entry and data processing skills Strong verbal and written communication and presentation skills Extremely detail-oriented, organized and proactive Team-oriented and collaborative Growth-minded individual Well organized, strong attention to detail, deadline oriented, strong sense of urgency and self-motivated. Adaptable to ever changing environment, ability to work under pressure in fast-paced environment, manage multiple projects, and meet deadlines. Ability to interact with various personality styles and manage requests from multiple sources. What makes you stand out: Bachelor's degree or higher Strong proficiency and experience with Applied EPIC Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid and flexible work Charitable contribution match programs Stock purchase opportunities Competitive compensation Entrepreneurial leadership Unmatched, scalable resources Committed to core values Inclusive culture To learn more about a career at MMA, check us out our website or flip through recruiting brochure. Follow us on social media to meet our colleagues and see what makes us tick: Instagram Facebook X LinkedIn Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMAFL #Hybrid

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

Department Business Development Employment Type Full Time Location Brookfield, WI Workplace type Onsite Compensation $65,000 - $175,000 / year Essential Duties Skills, Knowledge and Expertise ISG Employee Owner Benefits About ISG We are 100% owned by our employees! ISG's Employee Stock Ownership Plan (ESOP) allows for broader ownership, the ability to be directly connected to performance, and our culture of accountability and opportunism is amplified. Put simply, everyone works hard = everyone benefits, not just an elite group. We are focused on strengths, using those talents to guide personal development and team collaboration. We are involved in our communities and lead through empowerment. Firm growth is a direct reflection of the dedication, ingenuity, and hard work each ISG owner brings to the office and field every day. ISG's growth and sustainability are based on the unwavering belief that we need to grow for the betterment of our people and firm. We are entrepreneurial. We believe in having the right people onboard and being disciplined during good times and when faced with new challenges. And most importantly, we foster growth through positive mentorship and progressive ideas that lead to strategic, contextual based decisions. We believe that this unwavering commitment to our culture, clients, and dynamic qualities translates to better services for our partners, and that it will continue to guide ISG's future. Learn more about ISG at ********************* Interested in learning more about ISG? Follow us on LinkedIn, Instagram, YouTube, Facebook, and X.

Job DescriptionDescriptionAs a Business Development Strategist at ISG, a forward-thinking architecture and engineering firm since 1973, with a focus on healthcare, you will serve as the vital connector between client needs, geographic market opportunities, and multidisciplinary design expertise within our growing Healthcare Business Unit. Leveraging a deep understanding of the healthcare industry's evolving priorities; including funding models, data-informed strategies, operational workflows, and regulatory compliance, you will position ISG as a trusted partner to health systems, contractors, owner representatives, and vendors. This role is instrumental in driving strategic growth and expanding ISG's impact across the healthcare landscape. In this role, you'll work closely with Tarah Raaum, an industry leader and ISG's Healthcare Business Unit Leader, to drive both project acquisition and long-term client relationships. Together, you'll position ISG at the forefront of healthcare design-creating environments that enhance community health, elevate the patient and provider experience, and improve operational performance. Check out our recent projects: ISG Healthcare Portfolio Essential Duties Healthcare Intelligence: Has healthcare knowledge to make projects happen. Understands healthcare industry trends, regulatory changes, and the competitive positioning of A/E firms to guide pursuit strategies and ensure ISG is aligned with Client needs. Internal Strategic Alignment: Partners with ISG's business unit leader, practice group leaders, and marketing team to develop strategies for proposals, presentations, and interviews that resonate with client priorities and needs. Client Development: Builds and nurtures relationships with healthcare executives, facilities leaders, and C-suite decision-makers, identifying opportunities where design and engineering can add measurable value. Partners with Business Unit Leader to implement regional strategies by state. Brand Positioning: Elevates the firm's visibility through thought leadership, conference participation, and targeted campaigns, showcasing expertise in healthcare design. Ability to work in state markets as well as grow national presence. Collaboration: Acts as a bridge between healthcare business development and architecture and engineering technical teams, ensuring that client insights inform design solutions and that project successes translate into long-term partnerships and value. We've listed a compensation range that reflects our expectations for this role, including both direct and indirect components. We understand that your experience and value may fall outside of this range. If you feel you're a strong fit but your compensation needs differ, we're open to a conversation-let's talk. Skills, Knowledge and Expertise Bachelor's degree in Administration, Marketing, Communications, or similar field, required Degree in Masters of Business Administration, Masters of Healthcare Administration, Project Management, or Masters of Architecture, preferred Experience in the Architecture, Engineering, or Construction Management (AEC) industry, preferred 10+ years experience in Healthcare operations - strong knowledge of what drives capital projects and investment Strategic thinker with an entrepreneurial mindset and collaborative approach Proven ability to build strong client relationships and promote ISG's design solutions Exceptional communication skills-able to convey ideas empathetically, visually, and effectively in both written and verbal formats Preferred Industry Credentials and Affiliations. Active membership and participation in professional organizations such as: ASHE (American Society for Healthcare Engineering), including committee involvement, conference attendance, and speaking engagements FASHE (Fellow of the American Society for Healthcare Engineering) AIA (American Institute of Architects) ACHA (American College of Healthcare Architects) AHA (American Hospital Association) Additional Certifications (Preferred but not required): CHE - Certified Health Care Engineer CHFM - Certified Health Care Facility Manager CHC - Certified Health Care Constructor HCC - Health Care Constructor Certificate ISG Employee Owner Benefits Paid time off, pro-rated amount available on your start date Paid holidays and paid volunteer time Paid parental leave Bi-annual profit sharing Employee Ownership Stock Plan (ESOP) Traditional + Roth 401K retirement plan Life insurance HSA and FSA options Bereavement leave Supplemental voluntary benefits Short term and long-term disability Parking reimbursement, varies on office location Cell phone plan reimbursement Mileage reimbursement for ISG-approved travel