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Market Development and Engagement Manager
Sullivan Curtis Monroe Insurance Svs 3.8
Irvine, CA jobs
Full-time Description
The Market Development and Engagement Manager serves as the primary point of contact between SCM and the various insurance carriers we partner with. The individual is responsible for fostering and maintaining strong relationships with carrier representatives, coordinating marketing efforts, and facilitating meetings to keep our team informed about new insurance products, underwriting guidelines, and industry trends. The Market Development and Engagement Manager is instrumental in ensuring effective communication and collaboration between SCM and our carrier partners, ultimately contributing to the success and growth of our business.
Standards of Performance
Consistently adhere to high professional standards, exemplifying the company's mission and core values in all daily activities.
Maintain strong, positive relationships with insurance carrier representatives by consistently providing excellent communication, support, and responsiveness.
Stay informed about the insurance products, underwriting guidelines, and industry trends offered by each carrier partner to effectively communicate and educate internal team members.
Maintain strict confidentiality regarding all information concerning clients, carriers, and other sensitive company related information.
Exhibit leadership qualities and set a positive example for others, inspiring team members to excel and fostering a culture of continuous improvement.
Demonstrate outstanding customer service skills both internally and externally through effective communication, respect, and integrity in all interactions.
Demonstrate a proactive commitment to personal and professional development by staying updated on industry best practices and emerging trends in insurance carrier relations.
Display a positive and respectful attitude while working collaboratively with colleagues, actively contributing as a team member to achieve departmental and companywide objectives.
Essential Duties & Responsibilities
Schedule and coordinate meetings with carrier representatives in a timely manner, ensuring that all relative parties are informed and prepared.
Collaborate with the internal sales team members to develop and implement strategies for promoting carrier products and services to clients.
Gather feedback from internal team members regarding carrier products and services, and provide regular reports to management regarding marketing trends, competitor activity, and opportunities for improvement.
Ensure compliance with all regulatory requirements and company policies in all interactions and communications with carrier partners.
Work towards achieving predetermined goals and objectives related to carrier engagement, product knowledge dissemination, and overall agency growth.
Monitor and track contingency bonuses across Commercial Lines, Employee Benefits, and Pernal Lines.
Foster a collaborative and supportive work environment by actively participating in team meetings, sharing insights and best practices, and offering assistance to colleagues when needed.
Respond promptly to Senior Leadership and Manager inquiries related to carrier relationships and product offerings.
Engage in ongoing training and professional development activities to enhance knowledge and skills relevant to the role.
Comply with company policies, procedures, and regulatory requirements to uphold operational standards and maintain ethical business practices.
All other duties as assigned.
Requirements
Qualifications/Requirements
Bachelor's degree in business, finance, marketing, risk management, or other related fields is preferred.
A minimum 5 years of relevant experience in the insurance industry, with a focus on account management, carrier relations, and marketing
Hold current and valid Property and Casualty insurance license.
In-depth understanding of commercial insurance products, coverages, and policies.
Excellent verbal and written communication skills including ability to convey complex insurance concepts to internal team members.
Ability to establish and maintain positive relationships with carrier partners, demonstrating diplomacy, tact, and professionalism in all interactions.
Strong organizational and time management skills are necessary for scheduling and coordination meetings, managing multiple tasks simultaneously, and meeting deadlines.
Ability to analyze market trends and client needs to identify opportunities for promoting carrier products and enhancing agency growth.
Demonstrated ability to work collaboratively with internal team members across different departments, fostering a culture of teamwork and mutual support.
Strong critical thinking and problem-solving skills to address challenges related to carrier relations, marketing coordination, and internal communication effectively.
Hold at least one professional designation, such as CIC, CPCU, CRM or other relevant programs or the ability and willingness to attain designation within 18 months.
Proficiency with Microsoft Office Suite and experience using CRM software or other relevant technology platforms for managing contacts, scheduling meetings, and tracking communication activities.
Proficiency in orchestrating and hosting virtual meetings using platforms like Teams and Zoom, encompassing the capability to share screens and deliver presentations (e.g., PowerPoint, Proposals, etc.).
Work Environment
Hybrid work model, with
four days in office
and one day a week working remotely.
Remote work to be done in a professional work environment at home.
The work is performed in a climate- controlled office environment.
The office setting may have low to moderate noise levels.
The position requires regular interaction with colleagues, clients, and occasional visitors (visitors apply to office only).
Regular use of computers and other office equipment is necessary.
Salary Description 130K to 160K a Year
$93k-131k yearly est. 28d ago
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Property & Casualty Client Executive
M3 Insurance 3.9
Wausau, WI jobs
The Opportunity
At M3, our Client Executives offer advice and advocacy that instills confidence in our clients to manage risk and fuel growth within their organizations.
In this role, you'll be at the forefront of prospecting, soliciting, quoting, and closing new commercial insurance accounts. But that's not all - you'll also play a crucial role in nurturing and advising our existing clients. Working closely with our Sales Leadership, you'll set and strive towards specific sales goals and service standards, ensuring excellence every step of the way.
The ideal candidate will have a strong understanding of insurance policies and coverages, the ability to identify and prospect potential clients, build relationships, and effectively communicate the value of insurance products and services.
How You Will Make an Impact
Identify and cultivate insurance prospects by leveraging networking opportunities and establishing Centers of Influence.
Foster enduring relationships with clients, ensuring their ongoing satisfaction and loyalty through regular communication and expert advice.
Harness the power of satisfied clients to generate referrals, amplifying our reach and influence in the market.
Maintain Client information, continuously analyzing and optimizing our book of business for growth and profitability.
Collaborate with clients to guarantee coverage adequacy, orchestrating M3 resources as needed to fulfill their evolving needs.
Regularly review existing policy coverages, proactively seeking opportunities for enhancement and negotiating with carriers to ensure optimal outcomes.
Develop a personalized improvement plan, taking ownership of your growth journey and regularly enhancing technical and sales skills.
Effectively manage workload, appointments, and monthly sales goals with precision and organization.
What You Will Need to Succeed
Bachelor's degree from a four-year college or university; OR
A minimum of four years of comprehensive experience within the insurance industry, either in an agency or company setting, OR
A minimum of four years of equivalent combined education and practical experience, preferably with a background in sales.
Possession of an advanced degree or recognized insurance designation is highly advantageous.
Proven capability to effectively oversee and manage a book of business.
Skilled in delivering compelling presentations tailored for high-level executives.
Exceptional interpersonal skills, facilitating seamless interaction with clients and colleagues alike.
Strong analytical acumen to assess complex scenarios and formulate strategic solutions.
Join Us
Join M3 and contribute to a team that values client support, effective communication, and quality assurance. Apply now to be a part of our dynamic Personal Lines team!
Your role at M3 won't be about the boundaries presented in a job description - it's about the possibilities that you can envision once you walk through the doors on your first day. We're looking for people ready to take control of their career and excited to make a real impact with their position.
Who We Are
As an insurance broker, M3 helps you manage risk, purchase insurance, and provide benefits to your employees. We partner with clients on everything from property & casualty and employee benefits to personal lines, executive benefits, and employer-sponsored retirement plans. And, we're privately owned and independent which means we're doing what's best for our clients - not what's best for Wall Street or private equity.
What Draws People to M3
Autonomy- Being able to work towards a common goal, but how you get there is an open book.
Immediate Impact- Every M3er can make an impact, from day one in any role.
Powered by Team- Be a part of a close-knit group of team members with whom you build trust and share responsibility.
People- Every M3er is unique in their own way, M3 is a collection of unique achievers.
At M3 Insurance experience the best of both worlds with our dynamic flexible work environment. Enjoy the flexibility to work remotely while still fostering collaboration and innovation in our office spaces. We prioritize work-life balance and empower our employees to thrive in a supportive and inclusive atmosphere.
Benefits as an M3er
Joining the M3 team means gaining access to a host of exceptional benefits and perks. Our benefits package is continuously evolving to cater to the needs of our team members. From flexible time-off and paid parental leave to employee appreciation events and volunteering opportunities, we prioritize the well-being and satisfaction of our employees. Additionally, our profit-sharing program ensures that every member of our team shares in the success of our organization. These enticing benefits showcase our commitment to nurturing and retaining top talent within our organization.
Diversity, Equity & Inclusion
M3 is building a culture focused on learning and progression, where M3ers are empowered by education, inclusive conversations, and real action that supports the future we envision.
Equal Employment Opportunity
M3 is committed to providing equal employment opportunity for all qualified individuals regardless of their age, sex, color, race, creed, national origin or ancestry, religion, marital status, military status, sexual orientation, disability/handicap, family responsibilities, non-relevant arrest or conviction records, or any other basis protected by law. In addition, we are committed to fully observing all relevant non-discrimination laws, including those regarding veterans' status, and will make reasonable accommodations for otherwise qualified individuals as appropriate.
This commitment is reflected in all M3's practices and policies regarding hiring, training, promotions, transfers, rates of pay, and layoff, as well as in all forms of compensation, granting leaves of absence and in any other conditions of employment. All matters relating to employment are based upon ability to perform the job.
In the best interests of M3 and all of its employees, every employee is to make every effort to avoid bias or prejudice in the workplace with regard to the above categories.
$114k-211k yearly est. 60d+ ago
Commercial Lines - Client Executive
C3 Risk & Insurance 4.4
San Diego, CA jobs
Full-time Description
WHO WE ARE
C3 is different and we like it that way. Our mission is to bring color and a fresh perspective. Our vision is to create peace of mind.
At C3, our Client Executives act as thought leaders within our organization, demonstrating qualities C3 leadership wants to perpetuate in others, and that others aspire to. Our Client Executives lead service teams comprised of the different roles required to provide the exemplary service that sets C3 apart from our competitors.
WHO YOU NEED TO BE
You are the best of the best. Your producers and clients love you and you know how to keep them delighted!
You hold an active unrestricted Property & Casualty Brokers License, 10 years of industry experience, with a minimum of 5+ years' experience in a Client Manager or Client Advisor role.
Clients gravitate to you… when you present proposals and lead or participate in meetings, clients lean in and care about what you have to say.
You have the needed leadership skills, expertise, and experience to lead a team of service professionals in ensuring the best client experience for new and renewal marketing, placement, and policy delivery.
You know that quality is key, and your attention to detail is one of your best traits, along with being well organized, proficient at math skills, critical thinking, and having great written and oral communication skills.
Technology is your friend- you usually know all the shortcuts, and what you don't know, you learn quickly.
You know that attitude is everything. You come to work ready to be a team player every day, even if that means having to step up to other duties from time to time. The ability to multi-task is your friend.
If you have a bachelor's degree and/or Insurance Designation that's a plus in your favor!
THE JOB
A Client Executive contributes to C3's success by being a technical resource to create consistency and technical expertise for the Property & Casualty Department. They are responsible for an assigned book of business. In addition to performing the following tasks:
Model the C3 culture to service teams through demonstration of company values, mission, and vision.
Provide guidance to team on coverage, process adherence, and quality standards.
Guide team members in meeting internal Key Performance Indicators, monitoring results, and reporting on SLA's and KPI's monthly, quarterly, and annually.
Monitor service level adherence based on client segment to include the following activities:
Meet regularly with Producers to update, advise, and inform.
Coordinate all activities on accounts.
Complete and/or review new and renewal proposals.
Participate and/or lead in all meetings with clients.
Prepare and present pre-renewal strategy documents.
Provide support and develop strong client relationships.
Participate in client claims reviews, consult, and follow up on related claims and coverage matters as needed.
Participate in new businessdevelopment and presentations.
Manage all facets of the renewal process:
Initiate client contact and orchestrate renewal strategy meetings.
Coordinate early renewal negotiations with incumbent carriers.
Oversee the process of preparing and updating specifications.
Pursue opportunities to round out existing client insurance programs with additional and/or increased lines of coverage
Coordinate coverage placement through marketing efforts and provide direction to the service team
Review all quotes and manage coverage comparisons and rate negotiations
Prepare and deliver proposals.
Prepare all binding instructions to carriers.
Manage Expiration Lists
Establish and consistently maintain effective and positive working relationships with all associates and clients.
Ability to prioritize tasks, set and achieve goals, think logically in solving problems, and present results neatly, with clarity and precision in both oral and written format.
Ability to present complicated information to a variety of interest groups in a clear and unambiguous way, connecting with the group in terms of style and content.
Has a deep understanding of the P&C marketplace and is able to underwrite and market accounts providing competitive insurance solutions to our clients.
Stay up to date on industry trends and changes including state and governmental regulations.
Participate in continuing education and industry events.
Support carrier relationships and build contacts through industry partnerships and associations.
Maintain confidentiality in review of client's financial documents to include financials, credit information, business plans and contracts.
Maintain files and documentation of communication following company policy and professional standards outlined by the Department of Insurance.
Adherence to the stated expectations of the C3's Quality Management Program.
May also be a Team Lead over a team or department. Team Lead duties include preparing and delivering performance reviews and compliance with C3's Performance Improvement Process.
Perform other responsibilities and duties as needed.
THE FINE PRINT
Work Environment & Physical Demands
You must be able to use a keyboard and other office equipment.
Willing to attend industry events and travel to client's sites required, with occasional overnight stays on out-of-state site visits.
C3 is an equal opportunity employer.
At C3 Risk & Insurance Services, we offer:
Competitive salary
100% employer-paid benefits
401K match
Opportunities for growth
Flexible working schedules
Unlimited PTO to support work/life balance (with a two-week minimum)
Fun atmosphere
No micromanagement
Opportunity to work from home/remote
The applicable base salary range for this role is $145,000 to $175,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis.
Salary Description $145,000 to $175,000 per year
$145k-175k yearly 34d ago
Commercial Lines - Client Executive
C3 Risk & Insurance 4.4
San Diego, CA jobs
Job DescriptionDescription:
WHO WE ARE
C3 is different and we like it that way. Our mission is to bring color and a fresh perspective. Our vision is to create peace of mind.
At C3, our Client Executives act as thought leaders within our organization, demonstrating qualities C3 leadership wants to perpetuate in others, and that others aspire to. Our Client Executives lead service teams comprised of the different roles required to provide the exemplary service that sets C3 apart from our competitors.
WHO YOU NEED TO BE
You are the best of the best. Your producers and clients love you and you know how to keep them delighted!
You hold an active unrestricted Property & Casualty Brokers License, 10 years of industry experience, with a minimum of 5+ years' experience in a Client Manager or Client Advisor role.
Clients gravitate to you… when you present proposals and lead or participate in meetings, clients lean in and care about what you have to say.
You have the needed leadership skills, expertise, and experience to lead a team of service professionals in ensuring the best client experience for new and renewal marketing, placement, and policy delivery.
You know that quality is key, and your attention to detail is one of your best traits, along with being well organized, proficient at math skills, critical thinking, and having great written and oral communication skills.
Technology is your friend- you usually know all the shortcuts, and what you don't know, you learn quickly.
You know that attitude is everything. You come to work ready to be a team player every day, even if that means having to step up to other duties from time to time. The ability to multi-task is your friend.
If you have a bachelor's degree and/or Insurance Designation that's a plus in your favor!
THE JOB
A Client Executive contributes to C3's success by being a technical resource to create consistency and technical expertise for the Property & Casualty Department. They are responsible for an assigned book of business. In addition to performing the following tasks:
Model the C3 culture to service teams through demonstration of company values, mission, and vision.
Provide guidance to team on coverage, process adherence, and quality standards.
Guide team members in meeting internal Key Performance Indicators, monitoring results, and reporting on SLA's and KPI's monthly, quarterly, and annually.
Monitor service level adherence based on client segment to include the following activities:
Meet regularly with Producers to update, advise, and inform.
Coordinate all activities on accounts.
Complete and/or review new and renewal proposals.
Participate and/or lead in all meetings with clients.
Prepare and present pre-renewal strategy documents.
Provide support and develop strong client relationships.
Participate in client claims reviews, consult, and follow up on related claims and coverage matters as needed.
Participate in new businessdevelopment and presentations.
Manage all facets of the renewal process:
Initiate client contact and orchestrate renewal strategy meetings.
Coordinate early renewal negotiations with incumbent carriers.
Oversee the process of preparing and updating specifications.
Pursue opportunities to round out existing client insurance programs with additional and/or increased lines of coverage
Coordinate coverage placement through marketing efforts and provide direction to the service team
Review all quotes and manage coverage comparisons and rate negotiations
Prepare and deliver proposals.
Prepare all binding instructions to carriers.
Manage Expiration Lists
Establish and consistently maintain effective and positive working relationships with all associates and clients.
Ability to prioritize tasks, set and achieve goals, think logically in solving problems, and present results neatly, with clarity and precision in both oral and written format.
Ability to present complicated information to a variety of interest groups in a clear and unambiguous way, connecting with the group in terms of style and content.
Has a deep understanding of the P&C marketplace and is able to underwrite and market accounts providing competitive insurance solutions to our clients.
Stay up to date on industry trends and changes including state and governmental regulations.
Participate in continuing education and industry events.
Support carrier relationships and build contacts through industry partnerships and associations.
Maintain confidentiality in review of client's financial documents to include financials, credit information, business plans and contracts.
Maintain files and documentation of communication following company policy and professional standards outlined by the Department of Insurance.
Adherence to the stated expectations of the C3's Quality Management Program.
May also be a Team Lead over a team or department. Team Lead duties include preparing and delivering performance reviews and compliance with C3's Performance Improvement Process.
Perform other responsibilities and duties as needed.
THE FINE PRINT
Work Environment & Physical Demands
You must be able to use a keyboard and other office equipment.
Willing to attend industry events and travel to client's sites required, with occasional overnight stays on out-of-state site visits.
C3 is an equal opportunity employer.
At C3 Risk & Insurance Services, we offer:
Competitive salary
100% employer-paid benefits
401K match
Opportunities for growth
Flexible working schedules
Unlimited PTO to support work/life balance (with a two-week minimum)
Fun atmosphere
No micromanagement
Opportunity to work from home/remote
The applicable base salary range for this role is $145,000 to $175,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis.
Requirements:
$145k-175k yearly 8d ago
SVP, Business Development
Associated Administrators 4.1
Remote
The Senior Vice President (SVP), Sales is responsible for developing, leading, and executing the sales strategy for our Taft-Hartley Third-Party Administration (TPA) business. This executive will oversee all facets of new businessdevelopment, lead generation, client acquisition, and strategic partnerships within the multiemployer benefits and union trust fund market. In collaboration with marketing, the SVP will ensure alignment of brand visibility, thought leadership, and demand generation initiatives with the organization's overall sales growth objectives.
"Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by /Role."
Key Duties and Responsibilities
Sales & Market DevelopmentDevelop and execute a comprehensive, multi-year sales and market development strategy aligned with the organization's growth objectives.
Identify, prioritize, and actively pursue new business opportunities with labor unions, trust fund boards, employer associations, and other key stakeholders.
Design and manage a national market development plan focused strategic geographies, target industry sectors (e.g., construction trades, transportation, public sector), and prospective fund relationships.
Lead the end-to-end sales process, including proposal development, client presentations, and contract negotiations.
Establish and nurture strategic relationships with union leadership, fund trustees, benefits consultants, and industry influencers.
Lead Generation Strategy
Design and implement a targeted lead generation program encompassing inbound inquiries, referrals, and outbound prospecting initiatives.
Develop and execute a structured direct sales outreach strategy, including outbound calls, personalized email campaigns, targeted trustee introductions, in-person site visits and virtual prospect meetings.
Oversee daily direct sales activities to maintain a consistent cadence of outreach, lead generation and relationship-building efforts.
Create and manage a lead nurturing process that engages early-stage prospects through thoughtful, value-driven engagement.
Implement segmentation models to prioritize outreach and strategically allocate resources to high-value prospect segments.
Strategic Marketing Collaboration
Partner with marketing leadership to design and execute integrated campaigns targeting trustees, union leaders, and multiemployer consultants.
Provide sales insights, market intelligence, and prospect feedback to maintain the annual marketing plan, campaign messaging and strategic and positioning.
Collaborate on event marketing strategy, including sponsorships, industry trade shows, trustee conferences, and hosted educational events to generate leads and enhance brand visibility.
Support the development and promotion of thought leadership content - including white papers, webinars, blog posts, and newsletters; to build credibility and educate prospective clients on emerging trends in Taft-Hartley benefits administration.
Ensure alignment of digital marketing and lead generation campaigns with sales priorities, focusing on lead quality, campaign timing, and message consistency.
Contribute to refinement of brand positioning and value proposition to reflect evolving service offering and market dynamics.
Organizational Leadership & Performance Management
Forecast and manage sales pipeline performance, ensuring consistent prospecting activity and accurate revenue projections.
Contribute to corporate strategic planning by providing market insights, sales trends, and competitive intelligence.
Recruit, develop, and lead a high-performing, mission-driven sales team with expertise in union, trustee, and consultant relationship management.
Implement and monitor sales performance metrics, CRM reporting, and sales enablement tools to improve pipeline health, increase conversion rates, and reduce client acquisition costs.
Minimum Qualifications
Bachelor's degree in business, marketing or a related field
Minimum of 12 years progressive experience in sales, businessdevelopment, or client relationship management, with at least 5 years in a senior leadership role.
Proven record of driving revenue growth and building strategic relationships within the Taft-Hartley, multiemployer benefits, or related union/trust fund market.
Exceptional leadership and team management skills, with the ability to recruit, develop and retain high performing sales talent.
Strong business acumen including experience with sales forecasting, pipeline management.
Exceptional verbal and written communication skills, including interpersonal and presentation abilities.
Excellent executing-level presentation and negotiation capabilities.
Proven ability to communicate effectively across all levels of an organization.
Demonstrated professionalism and maturity in fostering and maintaining relationships.
Strong decision-making and organizational skills with the ability to prioritize tasks and manage multiple initiatives simultaneously.
Proficient in using Microsoft Office applications and Customer Relationship Management software or systems such as Salesforce.
Willingness and ability to travel overnight or for multi-day trips as required.
Preferred Qualifications
Advanced degree, MBA or equivalent
Deep understanding of the Taft-Hartley, multiemployer benefits and union trust fund landscape.
Established network of relationships with labor unions, trustees, consultants.
Demonstrated success in leading direct sales teams, driving lead generation programs.
Strong collaboration skills, with a history of working cross-functionally with marketing, operations, and client relationship.
Proven expertise in strategic market development and competitive positioning
Skilled in contract negotiation, stakeholder influence, and managing political dynamics in union environments.
Experience in driving lead generation and creating sustained demand.
Recognized industry presence or ability to serve as a credible voice in the multiemployer benefits space.
Track record of building and sustaining high-performing, mission driven sales teams aligned with organizational values.
*Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee of this job. Duties, responsibilities and activities may change at any time with or without notice.
Working Conditions/Physical Effort
Prolonged periods of sitting at a desk and working on a computer.
Regular travel throughout multiple states.
May be required to work remotely.
Must be able to lift fifteen pounds at times.
Disability Accommodation
Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law, it is the policy of Zenith American Solutions to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please contact the Recruiting Department at ******************************, and we would be happy to assist you.
Zenith American Solutions
Real People. Real Solutions. National Reach. Local Expertise.
We are currently looking for a dedicated, energetic employee with the necessary skills, initiative, and personality, along with the desire to get the most out of their working life, to help us be our best every day.
Zenith American Solutions is the largest independent Third Party Administrator in the United States and currently operates over 44 offices nationwide. The original entity of Zenith American has been in business since 1944. Our company was formed as the result of a merger between Zenith Administrators and American Benefit Plan Administrators in 2011. By combining resources, best practices and scale, the new organization is even stronger and better than before.
We believe the best way to realize our better systems for better service philosophy is to hire the best employees. We're always looking for talented individuals who share our dedication to high-quality work, exceptional service and mutual respect. If you're interested in working in an environment where people - employees and clients - really matter, consider bringing your talents to Zenith American!
We realize the importance a comprehensive benefits program to our employees and their families. As part of our total compensation package, we offer an array of benefits including health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), great opportunities for growth, and much, much more!
$132k-193k yearly est. Auto-Apply 60d+ ago
Client Executive, Private Client Group - Duble & O'Hearn division
Fred C. Church 3.5
New Haven, CT jobs
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!
$147k-240k yearly est. 60d+ ago
Property & Casualty Client Executive
M3 Insurance 3.9
Wauwatosa, WI jobs
The Opportunity
At M3, our Client Executives offer advice and advocacy that instills confidence in our clients to manage risk and fuel growth within their organizations.
In this role, you'll be at the forefront of prospecting, soliciting, quoting, and closing new commercial insurance accounts. But that's not all - you'll also play a crucial role in nurturing and advising our existing clients. Working closely with our Sales Leadership, you'll set and strive towards specific sales goals and service standards, ensuring excellence every step of the way.
The ideal candidate will have a strong understanding of insurance policies and coverages, the ability to identify and prospect potential clients, build relationships, and effectively communicate the value of insurance products and services.
How You Will Make an Impact
Identify and cultivate insurance prospects by leveraging networking opportunities and establishing Centers of Influence.
Foster enduring relationships with clients, ensuring their ongoing satisfaction and loyalty through regular communication and expert advice.
Harness the power of satisfied clients to generate referrals, amplifying our reach and influence in the market.
Maintain Client information, continuously analyzing and optimizing our book of business for growth and profitability.
Collaborate with clients to guarantee coverage adequacy, orchestrating M3 resources as needed to fulfill their evolving needs.
Regularly review existing policy coverages, proactively seeking opportunities for enhancement and negotiating with carriers to ensure optimal outcomes.
Develop a personalized improvement plan, taking ownership of your growth journey and regularly enhancing technical and sales skills.
Effectively manage workload, appointments, and monthly sales goals with precision and organization.
What You Will Need to Succeed
Bachelor's degree from a four-year college or university; OR
A minimum of four years of comprehensive experience within the insurance industry, either in an agency or company setting, OR
A minimum of four years of equivalent combined education and practical experience, preferably with a background in sales.
Possession of an advanced degree or recognized insurance designation is highly advantageous.
Proven capability to effectively oversee and manage a book of business.
Skilled in delivering compelling presentations tailored for high-level executives.
Exceptional interpersonal skills, facilitating seamless interaction with clients and colleagues alike.
Strong analytical acumen to assess complex scenarios and formulate strategic solutions.
Join Us
Join M3 and contribute to a team that values client support, effective communication, and quality assurance. Apply now to be a part of our dynamic Personal Lines team!
Your role at M3 won't be about the boundaries presented in a job description - it's about the possibilities that you can envision once you walk through the doors on your first day. We're looking for people ready to take control of their career and excited to make a real impact with their position.
Who We Are
As an insurance broker, M3 helps you manage risk, purchase insurance, and provide benefits to your employees. We partner with clients on everything from property & casualty and employee benefits to personal lines, executive benefits, and employer-sponsored retirement plans. And, we're privately owned and independent which means we're doing what's best for our clients - not what's best for Wall Street or private equity.
What Draws People to M3
Autonomy- Being able to work towards a common goal, but how you get there is an open book.
Immediate Impact- Every M3er can make an impact, from day one in any role.
Powered by Team- Be a part of a close-knit group of team members with whom you build trust and share responsibility.
People- Every M3er is unique in their own way, M3 is a collection of unique achievers.
At M3 Insurance experience the best of both worlds with our dynamic flexible work environment. Enjoy the flexibility to work remotely while still fostering collaboration and innovation in our office spaces. We prioritize work-life balance and empower our employees to thrive in a supportive and inclusive atmosphere.
Benefits as an M3er
Joining the M3 team means gaining access to a host of exceptional benefits and perks. Our benefits package is continuously evolving to cater to the needs of our team members. From flexible time-off and paid parental leave to employee appreciation events and volunteering opportunities, we prioritize the well-being and satisfaction of our employees. Additionally, our profit-sharing program ensures that every member of our team shares in the success of our organization. These enticing benefits showcase our commitment to nurturing and retaining top talent within our organization.
Diversity, Equity & Inclusion
M3 is building a culture focused on learning and progression, where M3ers are empowered by education, inclusive conversations, and real action that supports the future we envision.
Equal Employment Opportunity
M3 is committed to providing equal employment opportunity for all qualified individuals regardless of their age, sex, color, race, creed, national origin or ancestry, religion, marital status, military status, sexual orientation, disability/handicap, family responsibilities, non-relevant arrest or conviction records, or any other basis protected by law. In addition, we are committed to fully observing all relevant non-discrimination laws, including those regarding veterans' status, and will make reasonable accommodations for otherwise qualified individuals as appropriate.
This commitment is reflected in all M3's practices and policies regarding hiring, training, promotions, transfers, rates of pay, and layoff, as well as in all forms of compensation, granting leaves of absence and in any other conditions of employment. All matters relating to employment are based upon ability to perform the job.
In the best interests of M3 and all of its employees, every employee is to make every effort to avoid bias or prejudice in the workplace with regard to the above categories.
$114k-211k yearly est. 60d+ ago
Self-Funded Client Executive
The Jonus Group 4.3
Independence, OH jobs
Seeking a highly skilled Self-Funded Client Executive to join an Employee Benefits Division. This role is designed for a professional with extensive experience in managing large, self-funded accounts and a deep understanding of pharmacy RFPs, PBMs, and related contracts. The ideal candidate will bring a blend of technical expertise and exceptional interpersonal skills to deliver outstanding service to clients.
Compensation Package
Salary Range: $100,000 - $180,000 (commensurate with experience)
Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
Responsibilities
Manage a portfolio of large, self-funded client groups ranging from 100 to 5,000 lives.
Provide expert guidance on pharmacy RFPs, PBMs, and contract negotiations.
Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
Build and maintain strong client relationships through effective communication and problem-solving.
Stay updated on industry trends and regulatory changes to provide proactive advice to clients.
Qualifications/Requirements
Experience:
Minimum of 5+ years in Employee Benefits, with at least 2+ years of Employee Benefits Account Executive experience.
Proven track record of working with large, self-funded accounts.
Technical Skills:
Proficiency in Applied EPIC and Microsoft Office Suite.
Strong knowledge of pharmacy RFPs, PBMs, and related contracts.
Soft Skills:
High emotional intelligence (EQ) and excellent bedside manner.
Strong client-facing experience with the ability to navigate complex situations.
A balanced mix of introversion and extroversion to adapt to various client needs.
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.
#LI-TR1
$100k-180k yearly 60d+ ago
Business Development Manager
We Insure 4.0
Remote
Who We Are.
At We Insure Group, we are passionate, driven, and purposeful in our mission to personalize protection at the right value. We believe in delivering tailored insurance solutions that meet each client's unique needs, ensuring they feel confident and supported in every decision.
As both a franchise platform and direct insurance provider, We Insure empowers like-minded entrepreneurs with the opportunity to own and operate successful agencies. With over 200 locations across 35 states, we support our agency owners, customers, and carrier partners by enabling faster service, greater efficiency, better choices, and improved results.
What sets us apart? We're data-driven for better value and people led for better service. Our purpose is rooted in clarity, guidance, and long-term trust helping individuals and business owners make informed choices about their insurance coverage. We're building something meaningful and looking for purpose-driven individuals to help lead the way.
Travel: Up to 20 to 25% travel is required, depending on territory and business needs.
Your Impact.
The BusinessDevelopmentManager drives market expansion through field based sales, relationship building, and strategic partnerships. This role is client facing and externally focused, serving as the voice of We Insure in the field. You will generate new business opportunities across B2B and B2C channels, build referral partnerships, and expand territory presence through direct outreach and in person engagement.
This role blends hands on prospecting with partnership development to create sustainable lead flow for We Insure franchisees and corporate sales channels.
Key Responsibilities.
Execute a field based sales strategy focused on B2B, B2C, and door to door outreach
Prospect and develop relationships with referral partners across real estate offices, mortgage lenders, dealerships, builders, and other P&C aligned businesses
Identify new partnership opportunities through in person visits, networking, and industry events
Conduct discovery meetings with prospective partners to assess fit and growth potential
Build and maintain strong relationships that drive consistent lead generation
Expand territory presence through community engagement, events, expos, and networking
Collaborate with Sales, Marketing, and Operations to convert partnership opportunities into scalable programs
Support franchise growth by generating qualified leads through multiple sales channels
Track activity, pipeline, and outcomes to inform territory and partnership strategy
Represent We Insure as a trusted advisor and brand ambassador in the field
Your Experience.
5+ years of experience in businessdevelopment, field sales, or partnership driven sales
Proven success in B2B and B2C environments, including door to door or face to face selling
Experience prospecting through multiple channels including in person outreach, referrals, and networking
Strong relationship building and discovery skills
Comfort engaging with business owners, operators, and executive level stakeholders
Experience working across sales channels and referral based ecosystems
Ability to operate independently in the field while collaborating cross functionally
Results driven mindset with accountability for pipeline and outcomes
Additional Experience.
Experience selling through referral, partner, or channel driven models
Exposure to franchise, multi location, or territory based business models
Understanding of how leads are generated through referrals, partnerships, events, and digital channels
Familiarity working with partners in real estate, mortgage, auto, financial services, or similar industries
Ability to confidently present to partners, business owners, and senior leaders
Our Values. The We Way.
At We Insure, Group our values shape how we work, how we lead, and how we grow-together. They're more than just words-they guide every interaction, every decision, and every customer experience.
We Way Reflects Our Commitment to.
We personalize protection at a price you can trust
We hustle to find opportunity
We care authentically
We thrive in ambiguity
We own our results
We have fun along the way
And-we're just getting started
Our Total Rewards.
Medical, Dental, Vision, Life, Pet; Flexible Spending Account
Competitive Salaries
401K Match
Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave
Short and Long-Term Disability
Employee Support Programs, Including Mental Health
Tuition Reimbursement
Matching Charitable Gift Program
Lucrative Referral Program
This position is not able to be performed in California, Colorado, New York or Washington.
EEO
We Insure Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.
Disability
We Insure Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at *************************. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.
Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.
$78k-136k yearly est. Auto-Apply 15d ago
Client Executive - Real Estate Insurance
Hylant 4.6
Toledo, OH jobs
The Opportunity:
The Client Executive will develop and grow a client book of business. This includes management and retention of current clients and proactively identifying new business opportunities within the Hylant Real Estate Practice.
In This Opportunity You Will Execute On:
Establish sales development plans to originate business with new real estate clients.
Build and maintain a book of business and incrementally grow the book each year.
Actively generate sales leads through regular prospecting, cold calls, networking, account rounding, cross selling with other departments, and pursuing miscellaneous sales leads
Develop, maintain, and expand relationships with new and existing customers.
Understand requirements for new and existing customers; identify and anticipate needs and provide Hylant solutions to meet these needs.
Schedule and conduct sales presentations with potential customers for new business.
Manage the client renewal process; identify opportunities to cross sell and upsell based on client needs.
Manage a book of business focusing on client strategy, growth and retention.
Strengthen the firm's relationships with existing clients and drive continuous improvements with an ultimate focus on business growth and retention.
Represent Hylant at commercial real estate industry events.
Manage negotiations on all commission and fee arrangements in accordance with standard pricing guidelines (exceptions require management pre-approval).
Perform other duties and special projects as requested.
In This Role You Will Need:
Bachelor's degree or equivalent combination of education and work experience.
A minimum of 2 years of relevant insurance brokerage sales or real estate experience.
Willingness to learn Hylant sales and client service methodology.
Ability to earn and maintain an active Property & Casualty License.
Detailed working knowledge of industry resources, benchmarking information, agency management, and risk management principles.
Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook).
Exception oral and written communication skills.
Ability to work well in a team environment.
Ability and willingness to travel by car or airplane for meetings, conferences, or other business-related functions.
Must be legally authorized to work in the United States
Why Hylant? A multi-year recipient of Best Places to Work in Insurance, Hylant is a full-service insurance brokerage with over 20 offices in eight states. And since the founding of our family-owned business over 90 years ago, we made a promise to strengthen and protect the businesses, employees and communities of our client family by embracing them as our own. We're more than an insurance brokerage firm and you're more than a client, employee or neighbor. You're family. And that's just the way we treat you. Hylant is proud to be an equal opportunity workplace. All qualified applicants will receive consideration for employment without regard to race, marital status, sex, age, color, religion, national origin, Veteran status, disability or any other characteristic protected by law. If you have a disability or special need that requires accommodation, please let us know. Hylant participates in E-Verify. #LI-Hybrid
$98k-177k yearly est. Auto-Apply 28d ago
Account Executive / Underwriter, National Property
The Travelers Companies 4.4
Columbus, OH jobs
Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
Job Category
Underwriting
Compensation Overview
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
Salary Range
$99,100.00 - $163,400.00
Target Openings
1
What Is the Opportunity?
National Property provides tailored property protection solutions for high value, complex risks across a wide array of industries. The Account Executive (AE), National Property will partner with agents and brokers to provide coverage for new and renewal business based on customers' needs. As an AE, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to assess risk and sell our products will contribute to the profitability and success of Travelers.
What Will You Do?
* Manage the profitability, growth, and retention of an assigned book of business.
* Underwrite and skillfully negotiate customer accounts to minimize risk and maximize profitability. Additionally, occasionally negotiate and procure reinsurance to underwrite complex accounts.
* May facilitate the placement of foreign admitted policies, serve as a resource to field Account Executives on global underwriting capabilities, as well as assist in the businessdevelopment activities for such global underwriting services.
* Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities.
* Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.
* Identify and capture new business opportunities using consultative marketing and sales skills.
* Develop and execute agency sales plans. Execute region/group sales plans.
* Perform other duties as assigned.
What Will Our Ideal Candidate Have?
* Bachelor's degree.
* Three to five years of relevant underwriting experience with experience in National Property.
* Knowledge of property-related products, the regulatory environment, and the local insurance market.
* Deep financial acumen.
* Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite.
* Communication skills with the ability to successfully negotiate with agents and brokers.
* CPCU designation.
What is a Must Have?
* Two years of underwriting, claim, operations, risk assessment, actuarial, sales, product, or finance experience.
What Is in It for You?
* Health Insurance: Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
* Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
* Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
* Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
* Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
Employment Practices
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit *********************************************************
$99.1k-163.4k yearly 48d ago
Account Executive / Underwriter, National Property
Travelers Insurance Company 4.4
Columbus, OH jobs
**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Underwriting
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$99,100.00 - $163,400.00
**Target Openings**
1
**What Is the Opportunity?**
National Property provides tailored property protection solutions for high value, complex risks across a wide array of industries. The Account Executive (AE), National Property will partner with agents and brokers to provide coverage for new and renewal business based on customers' needs. As an AE, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to assess risk and sell our products will contribute to the profitability and success of Travelers.
**What Will You Do?**
+ Manage the profitability, growth, and retention of an assigned book of business.
+ Underwrite and skillfully negotiate customer accounts to minimize risk and maximize profitability. Additionally, occasionally negotiate and procure reinsurance to underwrite complex accounts.
+ May facilitate the placement of foreign admitted policies, serve as a resource to field Account Executives on global underwriting capabilities, as well as assist in the businessdevelopment activities for such global underwriting services.
+ Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities.
+ Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.
+ Identify and capture new business opportunities using consultative marketing and sales skills.
+ Develop and execute agency sales plans. Execute region/group sales plans.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Bachelor's degree.
+ Three to five years of relevant underwriting experience with experience in National Property.
+ Knowledge of property-related products, the regulatory environment, and the local insurance market.
+ Deep financial acumen.
+ Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite.
+ Communication skills with the ability to successfully negotiate with agents and brokers.
+ CPCU designation.
**What is a Must Have?**
+ Two years of underwriting, claim, operations, risk assessment, actuarial, sales, product, or finance experience.
**What Is in It for You?**
+ **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit ******************************************************** .
$99.1k-163.4k yearly 48d ago
Associate Client Executive (ACE)
Hylant 4.6
Cincinnati, OH jobs
Description At Hylant, we're passionate about developing the next generation of insurance professionals who will lead the industry. The Associate Client Executive (ACE) program is a unique opportunity to continue your insurance sales training and development journey in a supportive and collaborative environment. The Opportunity: Our ACE Training & Development Program offers a comprehensive curriculum designed to equip you with the knowledge and skills you need to succeed. From mastering the fundamentals of insurance to developing core sales techniques, this program is tailored for early-career professionals. With the tools and guidance provided, you'll be prepared to thrive in a Client Executive role specializing in either Commercial Property & Casualty or Employee Benefits. In This Role You Will Execute On:
Develop an understanding and complete adoption of Hylant sales tools and processes.
Develop and enhance understanding of Hylant's servicing tools and processes.
Develop and enhance knowledge of the insurance marketplace, products, and services.
Develop the ability to present professionally in all elements of client facing (internal and external) including technical writing and verbal presentations.
Support senior staff in the solicitation and servicing of clients and prospects throughout the full insurance brokerage deal flow process.
Assist with client preparation work such as creating presentations, proposals, etc.
Assist in coverage analysis and policy reviews; developing competence to provide options based on determination of client needs.
Develop the ability to build and maintain effective working relationships with external client contacts and internal Hylant stakeholders.
Participate in social and professional networking, charitable events, or other organizations and events that advance the Hylant brand.
Perform other duties and special projects as requested.
Technically competent in fully insured and self-funded groups.
In This Role You Will Need:
Bachelor's degree or equivalent combination of education and work experience.
Two to Five (2-5) Years of Professional Experience required.
Prior experience in a Sales role preferred.
Active Property & Casualty or Life & Health License, or the ability to obtain within 60 days of employment.
Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook)
Basic analytical skills
Excellent attention to detail
Exception oral and written communication skills
Ability to work well in a team environment.
Access to reliable transportation to travel by car for meetings or other business-related functions.
Why Hylant?
A multi-year recipient of Best Places to Work in Insurance, Hylant is a full-service insurance brokerage with over 20 offices in eight states. And since the founding of our family-owned business 90 years ago, we made a promise to strengthen and protect the businesses, employees and communities of our client family by embracing them as our own. We're more than an insurance brokerage firm and you're more than a client, employee or neighbor. You're family. And that's just the way we treat you.
Hylant is proud to be an equal opportunity workplace. All qualified applicants will receive consideration for employment without regard to race, marital status, sex, age, color, religion, national origin, Veteran status, disability or any other characteristic protected by law. If you have a disability or special need that requires accommodation, please let us know. Hylant participates in E-Verify. #LI-Hybrid
$90k-161k yearly est. Auto-Apply 60d+ ago
Client Executive - Commercial Small Business
Hylant 4.6
Cincinnati, OH jobs
The Opportunity:
The Client Executive (CE) increases sales for Small Commercial. Promote the Small Business group within Hylant and the community. The CE clearly articulates our unique value proposition while leveraging technology and internal service/sales tools to consistently meet or exceed goals. This role will be Hybrid based out of our Cincinnati or Columbus offices.
Are You A Match?
The CE needs to have exceptional communication skills, relationship development, and the ability to effectively multi-task. Managing client requests, prioritizing projects, and working with tight deadlines are all essential to success in this role. Working knowledge of Applied EPIC is a plus.
In This Role You Will Execute On:
Cultivate new COIs and meet on regular basis
Attend social functions to meet new COIs and prospects
Be active in the community to promote Hylant
Attend internal sales meeting and cultivate relationship with other Client Executives
Be opportunistic to take advantage of internal referral opportunities
Develop strong referral relationships
Understand and adopt Hylant sales tools and processes
In This Role You Will Need:
A qualified applicant must possess a valid state driver's license, and a current P&C license. This position requires a sales orientation and competitive attitude. A well-qualified applicant must be a self-directed team player, solution focused, and professionally persistent with prospects.
Energized by working with small business prospects and acquiring new clients.
Excellent analytical and problem-solving skills; a customer service mindset; and organization skills are a must.
Ability to efficiently handle multiple sales opportunities at the same time.
Excellent communication, attention to detail, and time management skills are necessary.
Why Hylant?
A multi-year recipient of Best Places to Work in Insurance, Hylant is a full-service insurance brokerage with 16 offices in seven states. And since the founding of our family-owned business over 85 years ago, we made a promise to strengthen and protect the businesses, employees and communities of our client family by embracing them as our own. We're more than an insurance brokerage firm and you're more than a client, employee or neighbor. You're family. And that's just the way we treat you.
Hylant is proud to be an equal opportunity workplace. All qualified applicants will receive consideration for employment without regard to race, marital status, sex, age, color, religion, national origin, Veteran status, disability or any other characteristic protected by law. If you have a disability or special need that requires accommodation, please let us know. Hylant participates in E-Verify.
#LI-Hybrid
$90k-161k yearly est. Auto-Apply 12d ago
Regional Sales Director-Retirement Plans
Ameritas 4.7
Remote
The Regional Sales Director (RSD) is a retirement plan wholesaler position and is responsible for working through intermediaries to drive sales of the Ameritas Retirement Plan product line. This product line includes 401(k), 457, 403(b), MEPs, PEPs and other group retirement products. This position is responsible for attaining the assigned annual sales goal by developing, supporting, and driving sales through key strategic relationships. These key relationships will include Ameritas Broker Dealer (AIC) advisors, independent financial advisors, third party administrators and other key intermediaries. The RSD will partner with other Ameritas business units such as Agencies, Dental, and Group.
At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.
Position Location:
This position is remote in the state of Texas or Okalahoma and does not require regular in-office presence.
What you do:
Prospect financial professionals, independent financial advisors, and TPAs for the sale of Ameritas Retirement Plan products and services in the designated region.
Prepare and present proposals for Ameritas Retirement Plan products and services.
Partner with internal wholesaler (Regional Sales Consultant) for territory development and management.
Conduct qualified retirement plan presentations for Ameritas agencies and other distribution channels to encourage such producers to place their business with Ameritas Retirement Plan products and services.
Prepare and submit all information required to establish a new or takeover retirement plan
Work with the Ameritas Implementation team to successfully install newly sold retirement plan business.
Design and execute on a business plan that exceeds minimum expectations for activity and results.
Act as liaison between the client and Home Office by providing local service to existing book of Ameritas Retirement Plan clients, as needed
Present enrollment materials for new and existing 401(k) plan enrollment/re-enrollment meetings as needed.
Maintain a high level of qualified retirement plan expertise by attending continuing education classes in the RSD's locale.
Meet or exceed the annual sales objectives for the territory
What you bring:
Bachelor's Degree or equivalent combination of education and experience required.
2-4 years of Sales Experience required; 1-2 years within the Retirement Plans and financial services space.
Proactive selling skills are essential.
Life insurance license required plus be a licensed Securities Representative (Series 6 or 7 and Series 63) or be willing and eligible to obtain licenses within 6 months.
Excellent verbal skills to communicate effectively to a wide array of distribution partners.
A high level of professionalism, sound judgment, strong analytical skills, accurate and reliable prioritization and time management, superior technical skills, and exemplary teamwork.
What we offer:
A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't:
Ameritas Benefits
For your money:
401(k) Retirement Plan with company match and quarterly contribution
Tuition Reimbursement and Assistance
Incentive Program Bonuses
Competitive Pay
For your time:
Flexible Hybrid work
Thrive Days - Personal time off
Paid time off (PTO)
For your health and well-being:
Health Benefits: Medical, Dental, Vision
Health Savings Account (HSA) with employer contribution
Well-being programs with financial rewards
Employee assistance program (EAP)
For your professional growth:
Professional development programs
Leadership development programs
Employee resource groups
StrengthsFinder Program
For your community:
Matching donations program
Paid volunteer time- 8 hours per month
For your family:
Generous paid maternity leave and paternity leave
Fertility, surrogacy and adoption assistance
Backup child, elder and pet care support
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
$89k-126k yearly est. 3d ago
Account Executive / Underwriter, National Property
Travelers Insurance Company 4.4
Independence, OH jobs
**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Underwriting
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$99,100.00 - $163,400.00
**Target Openings**
1
**What Is the Opportunity?**
National Property provides tailored property protection solutions for high value, complex risks across a wide array of industries. The Account Executive (AE), National Property will partner with agents and brokers to provide coverage for new and renewal business based on customers' needs. As an AE, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to assess risk and sell our products will contribute to the profitability and success of Travelers.
**What Will You Do?**
+ Manage the profitability, growth, and retention of an assigned book of business.
+ Underwrite and skillfully negotiate customer accounts to minimize risk and maximize profitability. Additionally, occasionally negotiate and procure reinsurance to underwrite complex accounts.
+ May facilitate the placement of foreign admitted policies, serve as a resource to field Account Executives on global underwriting capabilities, as well as assist in the businessdevelopment activities for such global underwriting services.
+ Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities.
+ Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.
+ Identify and capture new business opportunities using consultative marketing and sales skills.
+ Develop and execute agency sales plans. Execute region/group sales plans.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Bachelor's degree.
+ Three to five years of relevant underwriting experience with experience in National Property.
+ Knowledge of property-related products, the regulatory environment, and the local insurance market.
+ Deep financial acumen.
+ Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite.
+ Communication skills with the ability to successfully negotiate with agents and brokers.
+ CPCU designation.
**What is a Must Have?**
+ Two years of underwriting, claim, operations, risk assessment, actuarial, sales, product, or finance experience.
**What Is in It for You?**
+ **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit ******************************************************** .
$99.1k-163.4k yearly 48d ago
Account Executive / Underwriter, National Property
The Travelers Companies 4.4
Cleveland, OH jobs
Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
Job Category
Underwriting
Compensation Overview
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
Salary Range
$99,100.00 - $163,400.00
Target Openings
1
What Is the Opportunity?
National Property provides tailored property protection solutions for high value, complex risks across a wide array of industries. The Account Executive (AE), National Property will partner with agents and brokers to provide coverage for new and renewal business based on customers' needs. As an AE, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to assess risk and sell our products will contribute to the profitability and success of Travelers.
What Will You Do?
* Manage the profitability, growth, and retention of an assigned book of business.
* Underwrite and skillfully negotiate customer accounts to minimize risk and maximize profitability. Additionally, occasionally negotiate and procure reinsurance to underwrite complex accounts.
* May facilitate the placement of foreign admitted policies, serve as a resource to field Account Executives on global underwriting capabilities, as well as assist in the businessdevelopment activities for such global underwriting services.
* Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities.
* Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.
* Identify and capture new business opportunities using consultative marketing and sales skills.
* Develop and execute agency sales plans. Execute region/group sales plans.
* Perform other duties as assigned.
What Will Our Ideal Candidate Have?
* Bachelor's degree.
* Three to five years of relevant underwriting experience with experience in National Property.
* Knowledge of property-related products, the regulatory environment, and the local insurance market.
* Deep financial acumen.
* Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite.
* Communication skills with the ability to successfully negotiate with agents and brokers.
* CPCU designation.
What is a Must Have?
* Two years of underwriting, claim, operations, risk assessment, actuarial, sales, product, or finance experience.
What Is in It for You?
* Health Insurance: Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
* Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
* Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
* Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
* Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
Employment Practices
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit *********************************************************
$99.1k-163.4k yearly 48d ago
Business Development Manager
Chubb 4.3
Cleveland, OH jobs
The position will be based within the defined geography, preferably near a Chubb Regional or Branch Office. The role will report to the AVP, Distribution Leader, and the Cleveland Branch Manager. Position is based in Cleveland, OH.
The BusinessDevelopmentManager (BDM) is responsible for businessdevelopment in the assigned territory of brokers, agents, and other distribution partners, focused primarily on Chubb's products and services associated with Small Commercial, Middle Market and Financial Lines business.
The BDM acts as ambassador for all that Chubb has to offer for a select group of Agents.
The BDM is responsible for overall agency relationship management including new client acquisition and client management.
Manages and maintains focus on achieving metrics across KPI's, including Gross Written Premium growth, New Business, profit, new agency appointments, and visibility.
MAJOR DUTIES & RESPONSIBILITIES:
Successful and documented track record of calling on insurance brokers and agents within a predetermined territory/geography
Develops tactical sales plan designed to achieve annual objectives. These objectives to include the capture of market share, new agency appointments, & revenue growth
Generates opportunities to acquire new business through businessdevelopment activities initiated with assigned brokers & agents
Builds relationships with key partnerships locally and regionally to assist in businessdevelopment opportunities
Demonstrated ability to achieve monthly, quarterly, and annual production goals
Works closely with commercial underwriting staff and local field operations leadership
Ensures that products/services are competitively positioned in the market
Manages pipeline of key customers to meet and exceed growth goals and objectives
Serves as point of contact and relationship manager for assigned producers
Effectively manages daily, weekly, and monthly goals and tracking responsibilities
Works with underwriting to evaluate, price and propose rate and strategy on small to large commercial accounts
Manages assigned workload to meet internal productivity and timely service standards
Qualifications
Minimum of 5 years underwriting and/or Broker/Agent sales experience; businessdevelopment experience in commercial lines preferred.
College degree or equivalent business experience.
CPCU or CIC recommended
Ability to work independently and assimilate learning materials on many different subjects from various sources
Excellent interpersonal, communications and negotiation skills
Authoritative knowledge of all Chubb commercial coverages, products, services, and liabilities
Ability to be self-motivated and a self-starter
Ability to make independent decisions using Chubb best practices for guidance
Excellent verbal and written communication skills
Capable of dealing with highly visible and demanding customers
Must be able to effectively work in a team and matrix reporting environment.
$89k-123k yearly est. Auto-Apply 60d+ ago
Account Executive / Underwriter, National Property
The Travelers Companies 4.4
Cincinnati, OH jobs
Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
Job Category
Underwriting
Compensation Overview
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
Salary Range
$99,100.00 - $163,400.00
Target Openings
1
What Is the Opportunity?
National Property provides tailored property protection solutions for high value, complex risks across a wide array of industries. The Account Executive (AE), National Property will partner with agents and brokers to provide coverage for new and renewal business based on customers' needs. As an AE, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to assess risk and sell our products will contribute to the profitability and success of Travelers.
What Will You Do?
* Manage the profitability, growth, and retention of an assigned book of business.
* Underwrite and skillfully negotiate customer accounts to minimize risk and maximize profitability. Additionally, occasionally negotiate and procure reinsurance to underwrite complex accounts.
* May facilitate the placement of foreign admitted policies, serve as a resource to field Account Executives on global underwriting capabilities, as well as assist in the businessdevelopment activities for such global underwriting services.
* Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities.
* Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.
* Identify and capture new business opportunities using consultative marketing and sales skills.
* Develop and execute agency sales plans. Execute region/group sales plans.
* Perform other duties as assigned.
What Will Our Ideal Candidate Have?
* Bachelor's degree.
* Three to five years of relevant underwriting experience with experience in National Property.
* Knowledge of property-related products, the regulatory environment, and the local insurance market.
* Deep financial acumen.
* Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite.
* Communication skills with the ability to successfully negotiate with agents and brokers.
* CPCU designation.
What is a Must Have?
* Two years of underwriting, claim, operations, risk assessment, actuarial, sales, product, or finance experience.
What Is in It for You?
* Health Insurance: Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
* Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
* Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
* Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
* Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
Employment Practices
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit *********************************************************
$99.1k-163.4k yearly 48d ago
Lead Client Executive (NE Ohio/Western PA)
Transamerica 4.1
Homeworth, OH jobs
Job Family
Account / Relationship Management
About Us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Who We Are
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.
We're
What We Do
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.
Summary
Responsible for relationship management of assigned clients to ensure client satisfaction, retention and profitability of retirement 401(k) plans. May also be responsible for Defined Benefit, Distribution Compensation and Total Retirement Outsourcing.
Job Description
Responsibilities
Manage an assigned book of business, providing strategic and tactical planning through proactive meetings and touch points with advisors and clients, including annual review plans.
Cross sell additional products and services to deepen client relationships and improve profitability using a consultative approach.
Serve as the escalation point for service related issues. Identify root causes and design strategies to resolve; manage resources through to resolution.
Consult with clients and brokers on qualified plan design issues. Interpret and explain plan provisions to accomplish client goals.
Analyze and interpret discrimination testing rules and results; consult on solutions to failed testing.
Consult with client and advisor on plan enhancements and upgrades, including conversion of older investment contracts to newer products.
Keep clients and advisors apprised of product and service enhancements, including changes in investment options and new Transamerica products.
Train clients on company processes, procedures and resources, to include systems/technology used by participants and plan sponsors.
Consult with clients on participant communication strategies and options. Schedule workshops and facilitate fulfillment of enrollment materials. Provide reporting on the success of strategies and programs.
Consult with clients on plan termination issues; submit plan termination requests for processing.
Stay abreast of corporate actions, such as company mergers/acquisitions to proactively consult with clients and advisors.
Ensure a balance is kept between competing interests of clients and providers.
Manage special projects as assigned.
Qualifications
Bachelor's degree in a business related field or equivalent education/experience.
Seven years of retirement industry or similar experience.
FINRA Series 6 and 63, or obtain within six months.
Thorough understanding of ERISA and retirement industry trends.
Advanced knowledge of retirement programs and subject matter expertise in plan management, including technical, compliance, administration, investment, and participant solutions.
Excellent communication, presentation and relationship-building skills.
Decision-making and problem-solving skills.
Research skills and attention to detail.
Proficiency using MS Office tools.
Preferred Qualifications
Advanced skills in MS Word, Excel and PowerPoint.
Working Conditions
Remote (Field/Travel) Environment
Frequent Travel 25 to 50%
Compensation
The salary for this position generally ranges between $91,000 - $125,000 annually/per hour.
Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including
qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.
Disclaimer:
Beware of fake job offers!
We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:
We will never request personal information such as ID or payment for equipment upfront.
Official offers are sent via DocuSign following a verbal offer-not through text or email.
What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs
Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back
We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Transamerica's Parent Company
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
* As of December 31, 2023