Senior Client Manager jobs at Marsh & McLennan Companies - 1943 jobs

Company:Marsh McLennan AgencyDescription: 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.

WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value - and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2,500 distributors and partners, and over 2 million policyholders. WHO YOU ARE: The Director, Client Delivery Lead is accountable for execution on the client project work prioritized to meet key client targets and outcomes. You will have a keen understanding of the SDLC to delivering projects in both waterfall and agile methodologies, and an ability to quickly assess impact and risk mitigation approaches across client programs. Working with peers, Account Executives, and technology teams in the organization, you will help achieve your clients' target outcomes within the overall Zinnia portfolio of programs. You will lead a team of Program Leads/Project Leads working to support your clients' initiatives and will drive adherence to key standards and practices to increase predictability in our delivery outcomes. WHAT YOU'LL DO: Support client discussions and planning activities to outline high level full year portfolio roadmap, driven by prioritized requests and client defined business value Work with Client Account Manager to prepare and facilitate strategic client planning sessions at least quarterly to prioritize work needed for client to achieve key business outcomes for the upcoming year Collaborate with peer Delivery Leads, Client Account execs, and internal Technical Lead resources to forecast resource demands and manage prioritization on a recurring and as needed basis by working with internal stakeholders Monitor and manage Client portfolio status, including delivery progress, project spend, cross projects dependencies, P&L, risks and issues Work with Program and Project Manager client teams to drive consistent use of defined reporting and dashboards for project tracking and proactive identification of risks to timelines, scope, budget and quality Act as the first point of escalation for project delivery, working to identify remediation steps with internal stakeholders including impact of remediation to overall Zinnia portfolio, and reporting back to client with mitigation plan Support periodic (at least monthly) leadership Client discussions, including key Zinnia constituents (Client Account Executive, others as needed) to assess key wins, areas of opportunity with resulting plan of action and readout in subsequent monthly Drive Client conversations on scope management with proactive data to reflect trends and options to meet targets based on priority of time, cost, scope Improve team performance by leading, mentoring, training, motivating, and building team cohesiveness, Work with the teams to continually improve project/program controls, methods and tools Drive contract review and approval process, working with internal legal teams and Client Account Exec team member prior to submission to Client Support Program and Project Manager client teams review and approve of billable effort/cost weekly, in addition to monthly invoice generation Participate in monthly finance discussions to review P&L by providing proactive information on potential project risks and mitigation steps actioned WHAT YOU'LL NEED: Bachelor's degree in business or a closely related field, Master's Degree preferred, or equivalent work experience. 10 plus years of Project Management Experience - CAPM, PMP or similar designation preferred 15 plus total technology experience Demonstrated ability to manage a project using a variety of methodologies (Waterfall, Agile, Scrum, Kanban, etc). 4-6 years in an Agile environment preferred Demonstrated understanding and experience within full software development project lifecycle in complex technical environments. Knowledge of project management tools and software such as Microsoft PowerPoint, Excel, Visio, SharePoint, Jira, etc. Experience with third-party system support with preference given to insurance / financial services platforms. Knowledge of IT systems, governance and compliance. Proven problem solving, decision making, analytical and organizational skills are required. Ability to tailor communications and influence critical decisions with a variety of stakeholders. Capability to work within broadly defined parameters. Strong results orientation, organization and management skills. Lead and focus the efforts of others to established goal. Effectively drive results with cross-functional teams in a matrixed organization. Experience with conversions and implementations. Mentor Technical Project Managers as required. Develop relationships, with a strong focus on communication and change management. Knowledge of annuities and life products PMI- ACP, CSM or equivalent preferred Able to travel a minimum of 10% of the time. WHAT'S IN IT FOR YOU? Zinnia offers excellent career progression and competitive compensation. We offer great benefits, including health/dental insurance, parental leave, profit sharing, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more. The expected salary range for this position is $180,000 - $200,000, dependent on skills and location. The salary range is a good faith estimate based on what a successful candidate might be paid in certain Company locations. All offers presented to candidates are carefully reviewed to ensure fair, equitable pay by offering competitive salaries that align with the individual's skills, education, experience, training, and geographic location and may be above or below the stated amounts. We're looking for the best and brightest innovators in the industry to join our team. At Zinnia, you collaborate with smart, creative professionals who are dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform how insurance is done. Visit our website at ************** for more information. Apply by completing the online application on the careers section of our website. We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability. Notice for California residents: Information about how we collect and use your personal information can be found here #J-18808-Ljbffr

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Job Summary: The Associate Account Manager Role provides support to Account Managers and Account Executives and service to assigned clients. The Associate Account Manager is responsible for support service on all existing and renewed accounts including processing and review of information, responding to requests, data input, and project management. ESSENTIAL DUTIES & RESPONSIBILITIES * Develop a rapport with main day-to-day contacts to create and assurance with the client * Collaborate with client executives and organizational leaders to identify opportunities to provide additional consultation services, additional engagement points, etc. * Develop an understanding of client's overall operation & business goals, and assist team in helping track such goals * Provide a high level of service to assigned clients, including prompt and through responses * Set up & send out renewal surveys to clients and assist client with any questions or issues they have in completing the renewal survey materials * Oversee and manage the policy checking and delivery process to insured as directed by the team. * Process rating and endorsements on insurance carrier's websites * Request loss runs from insurance carriers or pull directly from websites. * Prepare customer correspondence including certificates of insurance, binders, ID cards, cancellations, letters, etc. * Initiate, screen and prepare policy and endorsement requests for issuance and ensure prompt delivery. * Review policies, audits and endorsements for accuracy; report errors to insurance companies for correction. * Interface with Account Managers and others to obtain and deliver information, quotations, policy changes, etc. as necessary * Responsible for inputting and updating customer and policy information in agency management system and to ensure all information is accurate * Process agency invoicing and assist to resolve billing discrepancies for assigned accounts. * Apply project management skills to assist team with projects on an as-needed basis * Prioritize workload and/or request for assistance as required. * Maintain accurate and updated suspense file in agency management system. * Keep team members fully informed of important activities on their accounts including being sensitive to potential problems. * Send appropriate instructions to Resource Pro - policy checking, ordering loss runs, completing loss summary or special project. KNOWLEDGE & SKILL REQUIREMENTS * Ability to work with minimum supervision; able to accept direction on given assignments. * Knowledge of MS Office Products, Word, Outlook; advanced knowledge of excel a plus * Demonstrated flexibility and adaptability to changing priorities and deadlines. * Strong analytical skills and attention to detail to ensure document accuracy. * Able to work effectively in a team environment with strong customer service skills. * Excellent phone etiquette, written and verbal communication, presentation, and interpersonal skills. * Ability to travel domestically for client visits and the occasional relevant industry conference. * Experience with a broker/agent, including marketing large middle market accounts to * carriers; excellent knowledge of the markets a plus. * Strong knowledge of all basic P&C coverages, focus/specialty in certain coverage areas a plus * Superior presentation and relationship skills a plus * Minimum 5 years relevant Commercial Lines experience a plus. * College degree preferred. * Licensed in property and casualty insurance preferred. Pay Details: The base compensation range for this position is $60,000 - $70,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity. Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at ************************************* To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure's property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure's Human Resources Talent Department.

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

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:

Our Role: Fred C. Church's Connecticut office is a cornerstone of the Agency's future growth. Duble & O'Hearn's Private Client Group is a well-established insurance agency in the HNW space. As a Client Executive on this team, you will be asked to increase new opportunities, throughout the Northeast, Tri-State area and down into the Mid-Atlantic, as well as take responsibility of long-standing client accounts. It is hoped the Client Executive can spend time in our brand-new office in New Haven. For the right candidate, considerations can be made for remote work along the through the Tri-State (CT, NJ and NY) and mid-Atlantic areas (PA, MD, VA and DC). Its Responsibilities: Drive new sales. Generating referrals is vital to connecting with high net worth clientele Ability to create strong relationships and build centers of influence with referral sources (family offices, attorneys, wealth advisors, realtors and so forth) Discuss marketing and pricing options, review coverage gaps and analyze claims history Work with management to continually improve our customer service offering through unique value added services Serve as an advisor & consultant to ensure the client's changing risk management needs are addressed. Provide proactive risk management advice to current clients Participate with support staff in stewardship meetings where appropriate Identify and close potential cross-sell opportunities When needed be involved with more complicated claims situations Work with support team to resolve client issues Your Qualifications: At least three (3) years of prior sales experience in personal lines insurance or financial services BS/BA degree in Business, Finance, Marketing or another relevant discipline required Provided you have local market knowledge & existing relationships, the agency can train you on high net worth personal lines if you come from a middle market background or related financial services career. Able to convey the value of personal insurance through Fred C. Church Success in meeting or exceeding regular sales targets Excellent communication (written, verbal and presentation), interpersonal, networking, relationship building, problem solving and decision making skills required Current Personal Lines license, preferred; if not currently licensed, it is required within 3 months of employment Your Attributes: Motivated to continue building a sales career Desire to learn the unique characteristics of private client group networking, marketing and carrier negotiations. Proven track record of developing referral relationships that produce results. Ability to maintain professional and productive relationships with other staff, working closely with other departments where applicable Excellent organizational skills Consistent attention to detail and accuracy in all aspects of work Excellent documentation Demonstrate flexibility in prioritizing meeting deadlines and juggling multiple assignments Strong computer skills including, but not limited to, Excel, Word, and Outlook Please include your resume and a cover letter when applying. No phone calls, please. Fred C. Church is an equal opportunity employer and values diversity. All employment is decided on the basis of qualifications, merit and business need. We celebrate diversity and are committed to creating an inclusive environment for all employees. Come join us!

True Benefit, An Amwins Company, is conducting a candidate search for a Client Success Executive, specializing in the health insurance industry for Northern NJ, NYC (hybrid). At True Benefit, An Amwins Company, we excel at crafting comprehensive strategies for employee benefit programs, managing over $2.3B of health care premiums for 150,000+ insured employees nationwide. Amwins Group (our parent company) is the largest wholesale property & casualty brokerage and group insurance administrator in the U.S. with annual placed premiums over $44.5B. Position Overview Responsible for managing, retaining, and growing an existing block of business, gaining exposure to all aspects of the business with a specific focus on profitable client retention and implementation in collaboration with other client stakeholders and business owners to maximize account management effectiveness. This client-facing role is primarily on-site at multiple client locations, reports to the VP Client Success and requires daily ongoing contact with our client's Human Resource Business Partners, Key Account Executives, and Client Relations Executives as well as their employer and customers. Candidates must have a proven track record in group health insurance, employee benefits and account management. Responsibilities Manage and retain a defined book of business with the primary focus on retaining the "best-fit" employer-customer, identifying profitable employer-customers and growing Worksite Employee counts in support of client's business objectives. Communicate, lead, and influence others to achieve desired goals and objective of annual retention plan in assigned market(s). Identify at risk employer-customers and formulate strategic action plans using in depth understanding of Group Health Insurance, Employee Benefits and product positioning including benefit analysis, plan design comparisons, premium contribution modeling and other tools to drive client retention. Utilize risk management techniques, to balance multiple carrier loss ratios against client's business and sales growth objectives by identifying high risk employer-customers and developing strategies to ensure premium adequacy and retention. Lead continuous process improvements for employer-customer implementation, open enrollment, and benefit service support teams. Assist in developing and facilitating training curriculum for key stakeholders. Build strong cross-functional collaborative relationships with our client's implementation, Carrier Relations and Benefit Service teams and other internal/external constituents to meet plan and market objectives. Travel regularly within assigned markets. Approximately 25%. Qualifications 5+ years of Account Management experience in the health insurance industry. Strong knowledge of managed care delivery system and Health Care Reform (e.g., PPACA, etc.). Ability to articulate health benefits and a HCM value proposition and impact on employer financials. NJ and NY Life & Health Producer License (or ability to obtain within 90 days of hire date). Preferred: experience with Human Capital Management (HCM) Vendor/Solutions and/or Professional Employer Organization (PEO) environments. Excellent communication and presentation/trainings skills. Proficient in Microsoft Office Products; Power BI or other Business Intelligence tools. Travel Annual 5-day trip to the client's National Open Enrollment conference in January/ February; location TBD by client. Weekly travel to primary work locations required during Open Enrollment (February through May) and may include overnight stays as applicable. At minimum, quarterly travel to client's regional locations in and out of state; additional travel required with sufficient notice. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Equal Opportunity Policy: The acceptance of the requested information for consideration and referral of candidates will be without regard to a candidate's race, creed, color, age, gender, marital status, veteran status, national origin, sexual orientation/identification/expression, disability status, or weight and will be based solely on the candidate's qualifications for the position. We are an equal opportunity employer.

True Benefit, An Amwins Company, is conducting a candidate search for a Client Success Executive, specializing in the health insurance industry for Northern NJ, NYC (hybrid). At True Benefit, An Amwins Company, we excel at crafting comprehensive strategies for employee benefit programs, managing over $2.3B of health care premiums for 150,000+ insured employees nationwide. Amwins Group (our parent company) is the largest wholesale property & casualty brokerage and group insurance administrator in the U.S. with annual placed premiums over $44.5B. Position Overview Responsible for managing, retaining, and growing an existing block of business, gaining exposure to all aspects of the business with a specific focus on profitable client retention and implementation in collaboration with other client stakeholders and business owners to maximize account management effectiveness. This client-facing role is primarily on-site at multiple client locations, reports to the VP Client Success and requires daily ongoing contact with our client's Human Resource Business Partners, Key Account Executives, and Client Relations Executives as well as their employer and customers. Candidates must have a proven track record in group health insurance, employee benefits and account management. Responsibilities Manage and retain a defined book of business with the primary focus on retaining the "best-fit" employer-customer, identifying profitable employer-customers and growing Worksite Employee counts in support of client's business objectives. Communicate, lead, and influence others to achieve desired goals and objective of annual retention plan in assigned market(s). Identify at risk employer-customers and formulate strategic action plans using in depth understanding of Group Health Insurance, Employee Benefits and product positioning including benefit analysis, plan design comparisons, premium contribution modeling and other tools to drive client retention. Utilize risk management techniques, to balance multiple carrier loss ratios against client's business and sales growth objectives by identifying high risk employer-customers and developing strategies to ensure premium adequacy and retention. Lead continuous process improvements for employer-customer implementation, open enrollment, and benefit service support teams. Assist in developing and facilitating training curriculum for key stakeholders. Build strong cross-functional collaborative relationships with our client's implementation, Carrier Relations and Benefit Service teams and other internal/external constituents to meet plan and market objectives. Travel regularly within assigned markets. Approximately 25%. Qualifications 5+ years of Account Management experience in the health insurance industry. Strong knowledge of managed care delivery system and Health Care Reform (e.g., PPACA, etc.). Ability to articulate health benefits and a HCM value proposition and impact on employer financials. NJ and NY Life & Health Producer License (or ability to obtain within 90 days of hire date). Preferred: experience with Human Capital Management (HCM) Vendor/Solutions and/or Professional Employer Organization (PEO) environments. Excellent communication and presentation/trainings skills. Proficient in Microsoft Office Products; Power BI or other Business Intelligence tools. Travel Annual 5-day trip to the client's National Open Enrollment conference in January/ February; location TBD by client. Weekly travel to primary work locations required during Open Enrollment (February through May) and may include overnight stays as applicable. At minimum, quarterly travel to client's regional locations in and out of state; additional travel required with sufficient notice. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Equal Opportunity Policy: The acceptance of the requested information for consideration and referral of candidates will be without regard to a candidate's race, creed, color, age, gender, marital status, veteran status, national origin, sexual orientation/identification/expression, disability status, or weight and will be based solely on the candidate's qualifications for the position. We are an equal opportunity employer. Pursuant to New York regulation, the compensation range for this position is as stated and includes eligibility for performance-based bonuses. New York Pay Range$135,000-$150,000 USD

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.

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.

* Generates new business opportunities through cross-selling * Maintains and enhances Lockton's relationships with existing Clients by executing proactive, creative, and on-going contact initiatives * Works at a strategic level with large and complex Clients * Generates revenue from cross-selling * Proactively understands the requirements and needs of a Client account * Provide strategic planning and consulting advice to clients including the production of Requests for Proposal, coordination of vendor responses, analysis and comparison of RFP responses, and preparation of a client report with recommendations * Consults regularly with Clients to review large claims, abnormal utilization results, and monthly claims experience * Reviews and issues profitability assists on all "fee-at-risk" proposals * Assists in the establishment and attainment of revenue goals for existing and new business * Provides input in the development and implementation of policies and procedures, as well and operating and strategic plans within area of specialty * Develops and maintains dependable working relationships with carriers, broker servicing networks, and other providers * Oversees issue-resolution between Client and the Vendor * Coordinates market selection for new and renewal business on designated accounts * Initiates and duplicates new business report activities * Negotiates program terms and costs * May help coordinate the day-to-day administrative activities among those servicing the Client's account including the coordination of all support services such as claims and loss control * Provides information, concepts, techniques, and programs to department Associates to improve and enhance working knowledge * Researches and understands industry trends, product development government regulations * Performs other responsibilities and duties as needed

Our Role: The Client Executive takes the lead with new business opportunities, helping prospective clients identify the best employee benefit programs for their employees. This key role also strategizes with existing clients and drives business retention. The Client Executive partners with the service team to ensure high customer satisfaction. This is a target-focused role with a compensation plan - one of the best around - that rewards results over both the short and long-terms. Its Responsibilities: Develop, meet and exceed sales projections Actively generate new leads through community activities, association meetings and cold calls. Obtain expiration dates and other information to turn leads into prospects and clients Schedule and meet regularly with prospects and clients at their place of business to deliver service and to make sales presentations Submit data on potential accounts and renewals to the service team for processing, present proposals to prospects and clients, close sale and deliver policies Partner with the claims and service teams to manage complex insurance issues Promote the agency - and insurance industry - in the community Keep informed of industry developments, trends, new products, etc. Your Qualifications: Hold the appropriate License(s) to successfully perform the essential job functions First-hand knowledge of the broker/agency relationship between employers and benefit providers 3-5 years work experience as a group benefits producer, or equivalent Outstanding oral, written and interpersonal communication skills Willing to update prospective and current client information to the agency management system, as a way of forecasting business as well as for communicating with internal teams on client matters Fairly self-sufficient using office equipment such as a laptop, webcam, copier, conference phones and video conferencing programs Intermediate user of Microsoft Word, PowerPoint and Excel Advanced insurance designations desirable Able to travel independently to meetings, conferences and/or client facilities Your Attributes: Able to work in and contribute to culture of teamwork and cooperation Well-groomed and neat appearance Adept at managing change and stressful situations professionally Persuasive personality High degree of self-discipline and motivation Self-motivated to manage, organize and prioritize one's own work Successfully handle multiple assignments and shifting priorities Disciplined with time management Consistent attention to detail and accuracy in all aspects of work We invite you to include a cover letter with your application. No phone calls about the status of this position, please. Fred C. Church is an equal opportunity employer and values diversity. All employment is decided on the basis of qualifications, merit and business need. We celebrate diversity and are committed to creating an inclusive environment for all employees. Come join us!

Our Role: The Client Executive takes the lead with new business opportunities, helping prospective clients identify risk profiles and obtain the best insurance coverage possible. This key role also strategizes with existing clients and drives business retention. The Client Executive partners with the service and marketing teams to ensure high customer satisfaction. This is a target-focused role with a compensation plan - one of the best around - that rewards results over both the short and long-terms. Its Responsibilities: Develop, meet and exceed sales projections Actively generate new leads through community activities, association meetings and cold calls. Obtain expiration dates and other information to turn leads into prospects and clients Schedule and meet regularly with prospects and clients at their place of business to deliver service and to make sales presentations Submit data on potential accounts and renewals to the service team for processing, present proposals to prospects and clients, close sale and deliver policies Partner with the claims and service teams to manage complex insurance issues Promote the agency - and insurance industry - in the community Keep informed of industry developments, trends, new products, etc. Your Qualifications: Hold the appropriate License(s) to successfully perform the essential job functions First-hand knowledge of middle-market commercial insurance 3-5 years work experience as a commercial insurance producer, or equivalent Outstanding oral, written and interpersonal communication skills Willing to update prospective and current client information to the agency management system, as a way of forecasting business as well as for communicating with internal teams on client matters Fairly self-sufficient using office equipment such as a laptop, webcam, copier, conference phones and video conferencing programs Intermediate user of Microsoft Word, PowerPoint and Excel Advanced insurance designations desirable Able to travel independently to meetings, conferences and/or client facilities Your Attributes: Able to work in and contribute to culture of teamwork and cooperation Well-groomed and neat appearance Adept at managing change and stressful situations professionally Persuasive personality High degree of self-discipline and motivation Self-motivated to manage, organize and prioritize one's own work Successfully handle multiple assignments and shifting priorities Disciplined with time management Consistent attention to detail and accuracy in all aspects of work We invite you to include a cover letter with your application. No phone calls about the status of this position, please. Fred C. Church is an equal opportunity employer and values diversity. All employment is decided on the basis of qualifications, merit and business need. We celebrate diversity and are committed to creating an inclusive environment for all employees. Come join us!

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

Lockton Affinity, in Overland Park, KS is searching for a Unit Manager to join our team. The Unit Manager is a senior position and responsible for overall performance and growth of assigned programs. Responsible for achieving budgeted revenue goals for all assigned programs while maintaining strong client, carrier, and associate relationships. Closely work with key clients throughout the year and be a primary stakeholder in the overall program. Participate as needed with new business opportunities and other ventures. The Unit Manager works closely with the Producers and across all departments at Lockton Affinity. YOUR RESPONSIBILITIES * Develops the annual revenue budget for assigned programs. * Establishes and executes annual strategic plan for designated programs. * Maximizes all potential revenue from existing programs. * Develop, review and approve the annual marketing and service plans for each assigned program to achieve revenue goal. * Monitor and report on revenue results on a monthly basis with recommendations as needed or appropriate. * Responsible for developing and maintaining relationships with association, franchisor, or other sponsor contacts, providing technical advice and strategy on program insurance issues. * Builds, expands and solidifies relationships with new and existing clients at all levels within the company and leads appropriate resources to address the client's needs. * Understands the overall business, operations and needs of the client. * Become the subject matter expert with respect to competition and industry trends. * Collaborate, negotiate, and clearly communicate with colleagues across all levels of the business. * Anticipates or responds in a timely manner to the requests and needs of the client, producer, and other associates. * Protects the confidentiality of client information. * Ability to build strong, dependable relationships with internal associates & external partners. * Communicates in a positive manner to contribute to a professional, cohesive, and dynamic work environment and leads program meetings as needed. * Makes positive contribution to customer satisfaction and constantly strives to improve service to customer via the marketing, sales, underwriting, accounting, claims and client service processes. * Ability to travel by aircraft, automobile, etc. and stay overnight for client meetings, conventions and other business-related events. * Prepares internal and external written correspondence, reports, and analyses as needed. Ability to handle professional sales and marketing presentations at client locations and at industry functions. * Makes timely insurance presentations to clients and knows when to involve producer and others on same. COMPETENCIES * Time Management and Organization: Uses a range of skills, tools, and techniques to manage time when accomplishing specific tasks, projects and goals; this includes planning, allocating, setting goals, delegation, analysis of time spent, monitoring, organizing, scheduling, and prioritizing. * Professionalism: Conducts oneself in a polite and respectful manner and demonstrates good judgment when dealing with internal and external clients. * Client Focus: Practices Lockton's motto, "We Live Service," while serving Clients' needs, nurturing effective Client relationships, and contributing to the overall success and satisfaction of Lockton Affinity. * Reliability: Completes tasks and job functions on time, while meeting or exceeding expectations; carries a trusted reputation for dependability, honesty, consistency, and commitment. * Communication: Expresses ideas clearly, listens effectively, shares information appropriately, demonstrates interpersonal skills, and resolves conflict as needed. * Industry Knowledge: Stays current on issues impacting the industry by maintaining expertise in a functional area.

The Plexus Groupe is looking for candidates who dream big. We have an opening for a Client Executive within the Employee Benefits Practice at our Dallas office. Do you enjoy strategizing with clients on best-in-class solutions? Do you want to be part of a company growing faster than ever? If you prefer a balance of working with data and people, you thrive in a fast-paced environment with deadlines, and you have strong attention to details and follow through, please keep reading… Summary: Directs a staff of professionals in support of the designated team's business objectives and client management principles such that revenue and profit expectations are achieved - in so doing is responsible for personally managing a dedicated book of business. Job Responsibilities: Associate Management and Development - employs qualified and capable professionals able to satisfy service expectations, compliance, and reporting requirements and provide strategic, operational, and tactical support to dedicated clients. Ensures performance and development plans are in affect for all staff and meets regularly with each to ensure established professional management and development tenets are maintained across the Client management team. Expanded Business Revenues - ensures the requisite focus and attention is given to growing revenues across the Client management team, and includes, but is not limited to, supporting the acquisition of new clients, and selling additional services and/or products to existing clients. Profitability - ensures the appropriate attention is paid to expense management and labor utilization in order to maximize profits and produce a positive return on the investment of staff's time which is being devoted to client service and support Client Persistency - ensures the proper attention, processes and feedback mechanisms are in place in order to maintain a persistency rate consistent with practice expectations. Due to the relationship nature of this profession the incumbent is expected to spend seventy-five percent of their time working on and interacting with clients. Client Satisfaction - ensures an honest, straight-forward, and open relationship exists with all clients in order to promote a strong working partnership between the client and their client team - it is expected that such transparency will promote positive client satisfaction and mutual trust. Vendor Management - ensures business partnerships are maintained with all key carriers and third- party vendors in order to best promote the interests of our clients, to pro-actively identify and address issues in an effective manner and to ensure their client management team remains current on any planned/announced changes by a vendor which might impact our client(s). Industry Presence, Knowledge, and Application - dedicates necessary time and energy to remain abreast of key changes across the industry, (including competitive practices and regulatory or legislative changes) and works diligently to assess the impact such changes will have on our clients, our Employee Benefits practice, and The Plexus Groupe Client Meetings and Presentations - leads the Client management team to ensure all key interactions between The Plexus Groupe and our clients are constructive, thoughtful, and produce the expected value and results. Required Experience: BA/BS degree or equivalent experience. 7+ years of client management experience, with 10+ years of general Employee Benefits experience Proven professional history of success at managing a senior level client relationships and producing new and expanded business Proven understanding of fundamental benefit laws, regulations and compliance standards. This role will be required to travel up to 25% of the time. State Life and Health license is required; industry professional designation a plus. Ability to communicate with all levels of an organization, verbally and in writing required. Excellent attention to detail is required. Proficient in MS Office Suite, especially Excel and PowerPoint. The Plexus Groupe is driving the next chapter in the insurance industry with innovation, passion, and excellence. If you are looking to make an impact, and if you seek the freedom and flexibility of a progressive firm with the prowess, technology, and resources of an industry leader, we should talk. Compensation and Benefits: The approximate annual salary range for this position is $140,000 - $170,000. Please note the range provided is a good faith estimate at the time of the posting. Actual compensation within that range is based on a wide variety of factors unique to each candidate, including but not limited to, individual qualifications, depth of experience, knowledge, skills, applicable certifications, and physical work location(s). The Plexus Groupe offers a comprehensive benefits package and perks for regular, full-time positions. Please access the following link for additional details: ***************************************** At The Plexus Groupe, we believe in putting people first, focusing on value, service and lasting partnerships, providing authentic leadership, embracing a team approach to drive accountability and innovation, and delivering straight talk to our clients and employees. Learn more about why we are #ProudlyPlexus The Plexus Groupe is a Top 100 independent insurance advisory firm, backed by our knowledgeable team, cutting-edge resources, and a global network of partnerships. We specialize in comprehensive services across Benefit Administration Technology, Business Insurance, Employee Benefits, Private Client, and Retirement Services. As a proud partner of Assurex Global-the world's largest association of privately held insurance brokers-our risk management professionals provide tailored solutions to meet the diverse needs of our clients worldwide. Headquartered in Deer Park, IL, with additional offices across the U.S. The Plexus Groupe is an equal opportunity employer. Visit ******************** to learn more.

Our Role: As Private Client Group, Client Executive, you will join our team in Andover, MA with the goal of increasing new revenue opportunities. In addition to new business generation, this position will work closely with management to define and implement the overall sales and marketing strategy of this department. This is an outstanding opportunity for an enthusiastic and motivated individual to work within a growing practice group. Its Responsibilities: Drive new sales. Generating referrals is vital to connecting with high net worth clientele Ability to create strong relationships and build centers of influence with referral sources (family offices, attorneys, wealth advisors, realtors and so forth) Discuss marketing and pricing options, review coverage gaps and analyze claims history Work with management to continually improve our customer service offering through unique value added services Serve as an advisor & consultant to ensure the client's changing risk management needs are addressed. Provide proactive risk management advice to current clients Participate with support staff in stewardship meetings where appropriate Identify and close potential cross-sell opportunities When needed be involved with more complicated claims situations Work with support team to resolve client issues Your Qualifications: At least three (3) years of prior sales experience in personal lines insurance or financial services BS/BA degree in Business, Finance, Marketing or another relevant discipline required Provided you have local market knowledge & existing relationships, the agency can train you on high net worth personal lines if you come from a middle market background or related financial services career. Able to convey the value of personal insurance through Fred C. Church Success in meeting or exceeding regular sales targets Excellent communication (written, verbal and presentation), interpersonal, networking, relationship building, problem solving and decision making skills required Current Personal Lines license, preferred; if not currently licensed, it is required within 3 months of employment Your Attributes: Motivated to continue building a sales career Desire to learn the unique characteristics of private client group networking, marketing and carrier negotiations. Proven track record of developing referral relationships that produce results. Ability to maintain professional and productive relationships with other staff, working closely with other departments where applicable Excellent organizational skills Consistent attention to detail and accuracy in all aspects of work Excellent documentation Demonstrate flexibility in prioritizing meeting deadlines and juggling multiple assignments Strong computer skills including, but not limited to, Excel, Word, and Outlook Please include your resume and a cover letter when applying. No phone calls, please. Fred C. Church is an equal opportunity employer and values diversity. All employment is decided on the basis of qualifications, merit and business need. We celebrate diversity and are committed to creating an inclusive environment for all employees. Come join us!

The ESPI Programs Division at EPIC Insurance Brokers & Consultants is dedicated to delivering specialized insurance solutions tailored to meet the unique needs of our clients. This division focuses on providing comprehensive program management, risk assessment, and customized coverage options. Our team of experienced professionals works closely with clients to understand their specific requirements and develop innovative strategies to mitigate risks and enhance their insurance portfolios. By leveraging our deep industry knowledge and strong relationships with leading insurers, the ESPI Programs Division ensures that clients receive the highest level of service and the most effective insurance solutions available. As a Client Manager and team member, your primary mission will be to provide conscientious support to the clients and sales teams. Your strong professional verbal and written communication skills, coupled with your customer service oriented personality, will give you the tools necessary to lend support to your coworkers. Your pro-active nature, attention to detail and quality, and proven organizational skills, will provide the basis needed to initiate and work multiple priorities in a fast paced environment. A thorough understanding of MS Office, including Outlook, Excel, Word and PowerPoint will be key as you maintain and initiate correspondence, manage projects, process documents and files, and assist with general office activities to ensure a smooth operation. You are committed to excellent customer service, professionalism, and going the extra mile. Location: This role requires a hybrid work schedule out of our Rancho Cordova, CA or Birmingham, AL office, 3 days a week in office. Position Summary The Client Executive serves as the primary expert resource and first point of contact for assigned clients within the ESPI Programs department. This role is responsible for managing client relationships, addressing service needs, and ensuring the delivery of high-quality insurance solutions. The Client Executive collaborates closely with Producers, support staff, and carriers to drive new business, manage renewals, and maintain compliance. Essential Duties Client Relationship Management * Act as the primary expert resource and first point of contact for assigned clients. * Address client inquiries and manage day-to-day service needs, delegating tasks as appropriate to support staff. * Build and maintain strong, trust-based relationships with clients through proactive communication and consistent service delivery. Marketing & New Business Development * Collaborate with Producers to define marketing strategies, target pricing, and carrier selection. * Collect and analyze client data (e.g., loss runs, exposures, contractual requirements) to prepare comprehensive submissions. * Negotiate coverage terms, premiums, and commissions with carriers. * Utilize PowerBroker AI to generate quote comparisons and assist in proposal development. * Present or coordinate the delivery of proposals to clients and prospects. Policy Management & Compliance * Maintain accurate and up-to-date client data in the Sagitta Agency Management System. * Request binding of coverage and coordinate with Assistant Account Managers and Client Coordinators to initiate renewal activities. * Ensure all documentation (quotes, binders, bind requests, etc.) is accurately saved in ImageRight and workflows are followed for both new and renewal business. * Prepare Broker of Record letters in accordance with established procedures. Renewal Process Management * 150 Days Out: Oversee renewal solicitation by Assistant Client Manager; meet with Producer to establish preliminary marketing strategy. * 120 Days Out: Submit to early-accepting carriers; review loss summaries with Producer. * 90 Days Out: Submit to all identified markets and begin follow-up. * 60 Days Out: Continue follow-up and provide additional information as needed. * 30 Days Out: Finalize quotes and prepare proposals for delivery. Qualifications * Proven experience in client management and insurance program leadership. * Strong knowledge of insurance coverages, underwriting, and carrier relationships. * Excellent communication, negotiation, and organizational skills. * Proficiency in Sagitta, ImageRight, Broker Buddha, and PowerBroker AI. * Proficiency in Microsoft Office products, including Outlook, Word, Excel, and PowerPoint. * Demonstrated ability to lead, train, and mentor team members effectively. Career Path & Growth Opportunities * Program Specialist - Specialize in a niche area (e.g., Captive Insurance, Auto Dealer Programs, Risk Management) to become the go-to expert for that vertical. * Professional Development: Access to industry certifications (e.g., CIC, CRM, CPCU), leadership training, and mentorship programs. * Leadership: Potential to lead teams, manage key accounts, or transition into broader operational or strategic roles within the ESPI Programs department or the wider organization. The national average salary for this role is $110,000 to $125,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. 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 * Quarterly employee recognition program 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

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.