Account Manager jobs at Relation Insurance - 2200 jobs

A premier marketing organization in San Francisco seeks a motivated Remote Territory Sales Executive. This role involves negotiating sales, responding to client inquiries, and providing accurate quotations. Ideal candidates should possess strong customer service skills, experience in sales, and the ability to communicate effectively. Join a dynamic team and thrive in a competitive industry with opportunities for leadership. #J-18808-Ljbffr

A leading insurance brokerage in San Francisco is seeking an experienced Account Executive in the Employee Benefits space. The role involves managing client relationships, delivering strategic benefit solutions, and collaborating with colleagues to exceed client expectations. Ideal candidates have a bachelor's degree and extensive client service experience in health insurance. This position offers a chance to thrive in a caring culture while making a significant impact in the industry. #J-18808-Ljbffr

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Commercial Account Manager to join our growing team! The Commercial Account Manager functions in a support capacity to the Producer by performing duties requiring a high degree of technical expertise. This position requires the ability to work autonomously in performing duties requiring extensive knowledge and understanding of the insurance field. This position is characterized by the exercise of discretion and independent judgment in organizing, scheduling and performing the work generated by the portion of the book of business you have been assigned to. Responsible for day-to-day direction of Technical Assistants. This position works in concert with the producer to develop new business opportunities and provides high level renewal support, including renewal and new business client facing meetings. Work to develop strategic support to the sales producer in order to create midyear coverage reviews and proactive communications to enhance the client experience. Essential Duties and Functions: Oversee assigned book of business in accordance with Brown & Brown policies and procedures. Participate in Monthly New/Renewal Meetings Renewal Processing Create renewal submissions - Coordinate process Request updated underwriting information Market/Submit for quotes Prepare proposals Initiate Renewal (bind, binders, invoice and bind letter) New Business Processing Draft/set-up applications from producer Market/Submit for quote Prepare proposal Request from client a cert holder list to give to TA prior to effective date. Initiate new business (bind, binders, invoice and bind letter) Provide TA with binding request, policy number and writing company in order for the TA to process the certs and auto ID cards Mail - Coordinate Processing Handles routine incoming calls in Producer's absence; answers questions regarding client coverage and limits Client / Company Requests (receive - coordinate - process) Producer request for assistance (coordinate process) Handle all accounting requests Claims (receive - coordinate - process) Policy Checking - Schedule of Insurance Train new TAs on policies and procedures Final Audits Certificates (receive - review - coordinate) Identify on Suspense list what action is needed for TA to take Order MVR's Follow-up with Producer to ensure Insurance Coverage Review Checklist is completed timely Informs Producer of unusual activity on accounts Other duties may be assigned Competencies: Planning/organizing-the individual prioritizes and plans work activities and uses time efficiently Interpersonal skills-the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things Oral communication-the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills Written communication-the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information Problem solving-the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality Quality control-the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality Adaptability-the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events Safety and security-the individual observes safety and security procedures and uses equipment and materials properly Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Required: High School Diploma Proficient with MS Office Suite Exceptional telephone demeanor Active P&C License Preferred: Bachelor's Degree 1-3 years' experience in similar position Salary: DOE $90-$110K

Our Financial Lines Underwriting Team is seeking a highly motivated individual with strong analytical and sales skills to fill an Executive Underwriter opportunity on our Commercial D&O team in Chicago to focus on growing our wholesale brokerage book of business. This position is a wholesale focused executive underwriter role that will contribute to the growth and profitability of our Private, Not-For-Profit, and Public Directors & Officers, Employment Practices, and Fiduciary Liability product lines through marketing, underwriting, and general product management. Some risks may require special handling or unusual coverages, including manuscript policy development. The position demonstrates functional technical knowledge of relevant underwriting concepts, practices, procedures, and techniques, to include; coverage issues, multiple product lines, marketing, relevant systems, and competition in the market place. Strong Midwest wholesale broker relationships are required. Territory includes Midwest United States. Job Responsibilities: Underwrites targeted new and renewal business by reviewing and analyzing insured\'s (or prospective insured\'s) applications, financials, loss history, and all other pertinent information at the direction of the manager. Reviews and negotiates policy terms and conditions. Establishes and maintains strong professional and personal relationships with the regional wholesale brokerage community to facilitate growth of the Financial Lines book, with the goal of driving new business and maintaining profitable/critical renewals. Makes independent marketing calls to brokers and prospective insureds. Contributes to the development of marketing plans, product analysis, services, geographic focus and broker intelligence. Performs related duties as requested to include, report preparation, presentations, and special projects to assist in ensuring the success of the product line unit. Qualifications: Degree in Business or equivalent typically required A minimum of 7 years expected, typically 10 years or more, of progressive underwriting experience and/or other related business experience RPLU or professional insurance designation preferred Proven analytical ability to evaluate and judge underwriting risks within scope of responsibility Demonstrated ability to communicate complex analyses and information in understandable written and/or oral directives to other persons in the organization for underwriting or training purposes Demonstrated effective communication and interpersonal skills in dealing with internal and external stakeholders Must demonstrate comprehension of most complex technical underwriting issues and be capable of defining and implementing necessary underwriting and administrative processes/workflows to properly manage or administer those issues Proven track record of developing and underwriting profitable business About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. As a purpose-driven organization, Liberty Mutual is committed to fostering an environment where employees from all backgrounds can build long and meaningful careers. Through strong relationships, comprehensive benefits and continuous learning opportunities, we seek to create an environment where employees can succeed, both professionally and personally. At Liberty Mutual, we believe progress happens when people feel secure. By providing protection for the unexpected and delivering it with care, we help people embrace today and confidently pursue tomorrow. We are dedicated to fostering an inclusive environment where employees from all backgrounds can build long and meaningful careers. By actively seeking employee feedback and amplifying the voices of our seven Employee Resource Groups (ERGs), which are open to all, we create an environment where every individual can make a meaningful impact so we continue to meet the evolving needs of our customers. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: ****************************** Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran\'s status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated Philadelphia San Francisco #J-18808-Ljbffr

At Pave, we're building the industry's leading compensation platform, combining the world's largest real-time compensation dataset with deep expertise in AI and machine learning. Our platform is perfecting the art and science of pay to give 8,500+ companies unparalleled confidence in every compensation decision. Top tier companies like OpenAI, McDonald's, Instacart, Atlassian, Synopsys, Stripe, Databricks, and Waymo use Pave, transforming every pay decision into a competitive advantage. $190+ billion in total compensation spend is managed in our workflows, and 58% of Forbes AI 50 use Pave to benchmark compensation. The future of pay is real-time & predictive, and we're making it happen right now. We've raised $160M in funding from leading investors like Andreessen Horowitz, Index Ventures, Y Combinator, Bessemer Venture Partners, and Craft Ventures. The Market Data Strategy and Ops Team @ Pave Pave is building the largest real-time compensation market dataset, and our strategy and operations team drives this goal forward. We partner with customers, R&D, and Pave's leadership to determine the why, when, and how for our biggest data challenges while leading the execution of solutions. This role will primarily focus on accelerating customer data acquisition, while also supporting data throughput, product strategy, and other key initiatives. What You'll Do Acquire and onboard MM+ tech companies as data partners through targeted outreach campaigns, converting prospects into actively engaged platform users Shepherd customers through technical integration from initial setup to full deployment, maintaining ownership of the entire journey and driving high completion rates Lead enablement initiatives and strategic reviews with enterprise clients to maximize platform utilization, strengthen relationships, and secure long‑term retention Uncover cross‑sell opportunities by identifying adjacent product needs during data engagements, then qualifying and referring prospects to Account Executive teams Develop scalable frameworks and protocols working alongside Data and RevOps to streamline integration workflows, flag at‑risk accounts early, and create repeatable handoff processes Champion Pave's data value proposition by crafting compelling narratives that resonate with compensation leaders and position the platform as mission‑critical infrastructure Build and optimize conversion funnels through disciplined prospecting, systematic qualification, and metrics‑driven pipeline management across all customer touchpoints What You'll Bring Customer Success and Enablement: Deep expertise in driving product adoption and usage through systematic enablement programs, with experience managing customer lifecycle from onboarding through expansion Technical Integration Partnership: Strong ability to collaborate with customer technical teams and internal product/engineering to ensure seamless data integrations and ongoing platform optimization Pipeline Development and Qualification: Demonstrated skills in prospecting, lead qualification, and systematic pipeline management with measurable conversion metrics Cross‑Functional Revenue Generation: Track record of identifying and developing opportunities across multiple product lines, with ability to effectively hand off qualified leads while maintaining relationship ownership Data Storytelling and Evangelism: Expertise in translating complex data insights into compelling business narratives that drive customer engagement and platform adoption Consultative Relationship Building: Proven ability to build trusted advisor relationships with C‑level executives and compensation leaders through strategic business reviews and thought leadership Metrics‑Driven Growth Mindset: Strong analytical capabilities with experience building and optimizing conversion funnels, customer success metrics, and revenue attribution models Compensation, It's What We Do. Salary is just one component of Pave's total compensation package for employees. Your total rewards package at Pave will include equity, top‑notch medical, dental, and vision coverage, an unlimited PTO policy, and many other region‑specific benefits. Your level is based on our assessment of your interview performance and experience, which you can always ask the hiring manager about to understand in more detail. This salary range may include multiple levels. The targeted cash compensation for this position is (level depends on experience and performance in the interview process): $180k OTE Life @ Pave Since being founded in 2019, Pave has established a robust global footprint. Headquartered in San Francisco's Financial District, we operate strategic regional hubs across New York City's Flatiron District, Salt Lake City, and the United Kingdom. We cultivate a vibrant, collaborative workplace culture through our hybrid model, bringing teams together in‑person on Mondays, Tuesdays, Thursdays, and Fridays to foster innovation and strengthen professional relationships. Benefits @ Pave At Pave, career advancement drives everything-roles expand, responsibilities deepen, and compensation rises alongside your professional growth. What we provide Complete Health Coverage: Comprehensive Medical, Dental and Vision coverage for you and your family, with plenty of options to suit your needs Time off & Flexibility: Flexible PTO and the ability to work from anywhere in the world for a month Meals & Snacks: Lunch & dinner stipends as well as fully stocked kitchens to fuel you Professional Development: Quarterly education stipend to continuously grow Family Support: Robust parental leave to bond with your new family Commuter Assistance: A commuter stipend to help you collaborate in person Vision - Our vision is to unlock a labor market built on trust Mission - Our team's mission is to build confidence in every compensation decision Are you ready to help our customers make smarter, more effective compensation decisions? Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. As set forth in Pave's Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows: A 'disabled veteran' is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A 'recently separated veteran' means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An 'active duty wartime or campaign badge veteran' means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An 'Armed forces service medal veteran' means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Voluntary Self-Identification of Disability Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 How do you know if you have a disability? A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to: Alcohol or other substance use disorder (not currently using drugs illegally) Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Intellectual or developmental disability Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson's disease, multiple sclerosis (MS) Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema Short stature (dwarfism) Traumatic brain injury PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. 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A leading compensation platform provider in New York is seeking an expert in customer success and technical integration. This role is crucial for onboarding tech companies as data partners and ensuring high utilization of the platform. Candidates should have a track record in driving product adoption and building relationships with technical teams. The position offers competitive compensation and a vibrant work culture. #J-18808-Ljbffr

San Francisco, California, United States of America At Lockton, we're passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We're active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here. Lockton is seeking an experienced, dynamic client services professional in the Employee Benefits space, who will bring a fierce commitment to building relationships, exceeding client expectations, and pushing our Employee Benefits Practice to new heights in the marketplace. As an Account Executive, you will lead marketing, servicing, and strategic consulting efforts with prospective and current clients. The Account Executive is accountable for developing and delivering strategic benefit solutions that meet the needs of Lockton clients. Collaboration and a willingness to support your colleagues is imperative, as is a true love for building and nurturing internal and external relationships. Position Responsibilities Maintains and enhances Lockton's relationships with existing clients by implementing proactive, creative, and continuous initiatives to ensure client satisfaction and engagement. Proactively understands the requirements and needs of a client. Provide strategic planning and consulting advice to clients including the production of Requests for Proposal, coordination of vendor responses, analysis and comparison of RFP responses, and preparation of a client report with recommendations. Consults with Clients to review options, vendor services, fees, strategies, and goals. Consults regularly with Clients to review large claims, abnormal utilization results, and monthly claims experience. Develops and maintains dependable working relationships with carriers, broker servicing networks, and other providers. Oversees issue-resolution between Client and the Vendor. Coordinates market selection for new and renewal business on designated accounts. May help coordinate the day-to-day administrative activities among those servicing the Client's account including the coordination of all support services. Negotiates program terms and costs. Mentors and trains junior-level staff. Researches and understands industry trends, product development government regulations. Operate effectively in a team environment, collaborating with colleagues to achieve common goals. Performs other responsibilities and duties as needed. Qualifications Bachelor's degree in business administration or related field and/or years of experience equivalent. Typically, 7 years or more of Client service experience in a health and welfare/employee benefits environment; at least (5) years of this experience needs to be at a consulting and/or brokerage firm. Experience presenting in front of clients. Firm working knowledge of group benefits in multiple product lines and a basic understanding of risk management. Working knowledge of different financial arrangements and products available to clients. Strong knowledge of underwriting, financing, and funding approaches. Ability to prepare and present client presentations with clarity and understanding. Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint). Strong verbal and interpersonal communication skills required. Understands industry trends and governmental regulations. Ability to complete continuing education requirements as needed. Current Life & Health license or ability to obtain immediately. Ability to attend company, department, and team meetings as required, including industry training sessions. Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information. Ability to efficiently organize work and manage time to meet deadlines. Ability to travel by automobile and aircraft. Ability to use office equipment such as a computer, keyboard, calculator, and photocopier. Ability to work on a computer for a prolonged amount of time. Ability to work outside of normal business hours as needed. Legally able to work in the United States. Equal Opportunity Statement Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity. At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long‑term success. About Lockton Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what's right every day. At Lockton, we believe in the power of all people. You belong at Lockton. How We Will Support You At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it. We are ready to meet you where you are today, and as your needs change over time. In addition to industry‑leading health insurance, we offer additional options to support your overall health and wellbeing. #J-18808-Ljbffr

## Account Exectuive, Employee Benefits (Small Group) Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources, you will be amongst some of the industry's top talent to help guide and support our customer's needs and provide them with innovative insurance solutions. and expands relationships with employee benefit clients by performing the following duties. The book of business (Small Group) consists of clients with over **20-25 groups** under **100 lives** per group, with self-funded and fully insured plan types. Proficiency with self-funding is preferred.Responsibilities: Helps to develop and implement client's benefits strategies.Interfaces with the client at both the HR Manager/Director as well as the C-Suite level to understand the customer's overall objectives and requirements. Strategies and execution for ACA requirements, COVID and new administration legislation Provides Client's experience reporting requirements Is the team point person regarding escalation of issues or activities that the customer encounters with benefits programs and services.5+ years of related experience within a brokerage environment Experience supporting the small group market (100 lives and under) Self-funding experience is preferred Experience as a strategic lead for accounts (leading client meetings, client teams and the delegation of deliverables) Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions. Industry Knowledge - Strong knowledge of employee benefits products and services and how they are delivered to clients; knowledge of related legislation such as ACA, COBRA and HIPAAComputer Skills - Use of Microsoft Word, Excel and PowerPoint to create effective presentations and exhibits.Team Player - Effectively works with team. Leadership - Demonstrates leadership skills; sets example for others to follow. Effectively coaches others in developing their skills and abilities. *The expected salary range for this position is **$105,000.00** to **$115,000.00**and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.*Bonjour. Nous sommes HUB.Dans un monde en rapide évolution, nous conseillons les entreprises et les individus sur la facon de se préparer à l'inattendu. Lorsque vous vous associez à nous, vous êtes au centre d'un vaste réseau d'experts qui vous aideront à atteindre vos objectifs grâce à nos services de gestion de risques, de gestion des demandes d'indemnisation et de soutien en matière de conformité. Vous aurez donc l'esprit tranquille parce que vous saurez que ce qui compte le plus pour vous sera protégé grâce à un appui constant et des solutions d'assurance qui vous mettent en contrôle.À propos de HUB InternationalHUB International Limited (HUB), dont le siège social est situé à Chicago (Illinois), est un important courtier d'assurance mondial qui offre des produits et des services complets dans les domaines de l'assurance de dommages, de l'assurance de personnes, des avantages sociaux, des investissements et de la gestion de risque. Avec des bureaux partout en Amérique du Nord, le vaste réseau de spécialistes de HUB offre la tranquillité d'esprit en protégeant ce qui compte le plus grâce à un appui constant et des solutions d'assurance sur mesure. Pour plus d'informations, veuillez visiter . #J-18808-Ljbffr

ESSENTIAL DUTIES & RESPONSIBILITIES: Documentation Manage the Client Insurance Program, utilizing agency management system. As a matter of routine, manages larger and more complex accounts than the Associate Account Executive. Duties include those that are done directly (higher level) or accomplished through other resources (i.e. assigned Account Managers or external resources) and not limited to: A point of contact with the Producer Initiate correspondence with the marketplace Act as a contact with vendors to ensure proper processing of requests necessary to effectively maintain the client's insurance program Maintain positive client relationship and have the ability to analyze situations, make reasonable decisions and follow-through. Begin to demonstrate a consultative ability to instruct and guide the client Manage upcoming deadlines and events (perhaps under direction of Executive Team Lead, Sr. Account Executive, or Producer), informing and updating the Producer, as needed. Manage Accounts Receivables Manage Direct Billing with respect to Cancellations Responsible for ensuring the following are accomplished (via delegation to Account Managers or external resources): Create Acord applications, including Supplementals, as needed, for submissions to Marketing Department and/or carriers. Create and complete COPE spreadsheets, as needed. Prepare Loss Summaries Prepare proposals for renewal terms Issue Acord Insurance Binders for renewal terms Initiate Premium Finance Requests Prepare Schedules of Insurance for delivery to client Prepare policies for delivery to client Process Policy Audits and Monthly Reports Identify and resolve Accounting discrepancies Create requests for changes to client's coverages Process mail and phone requests on daily basis Prepare Acord applications Prepare documents for renewal terms, including Insurance Proposals, Acord Insurance Binders and Certificates of Insurance Adhere to document retention software documentation guidelines Perform Quality check and control on insurance policies in their entirety In absence of more senior team members, provide direction and guidance to other members when appropriate Teamwork Function as team member of the Client Services team to ensure superior service to all MMA Clients. These activities include but are not limited to: Delegate tasks to Account Managers, as well as outsourcing teams, as appropriate. Ensure tasks from both Account Manager and outsourcing team are completed as directed Ensure Account Manager is performing all tasks as outlined in the MMA Assistant Account Manager or Account Manager Job Description Treat clients, prospects, and company employees with courtesy and respect. Contribute to a team approach toward meeting goals and providing excellent client service. Coordinate and monitor usage and quality of outsourcing teams Support the training and growth of the Account Manager, being a part of their training and development Technical Expertise Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to: Analyze insurance quotes and make recommendations Comprehend and interpret Insurance Contract requirements for Certificates Communicate with insurance carriers as needed Communicate with clients as needed Client facing meeting as required, either in-house or offsite Become proficient using premium analysis software. Utilize carrier online rating programs as necessary. Maintain knowledge of policy forms and endorsements with ability to explain detailed coverage provisions to the client and Account Manager Design insurance program for client based on defined needs Utilize agency management system to monitor pre-defined activities (policies past expiration, aged A/R, SIC codes, etc.) Identify and address any coverage gaps with producer, carrier and client Begin to become subject matter expert and resource in area of interest or technical capability. REQUIREMENTS: Licensed:Texas P&C Agent preferred Education:Bachelor's Degree, preferred Minimum of 5 years of midmarket Commercial Account Manager experience preferred Completion of CIC and CRM preferred Demonstrate ability to multi-task and prioritize work Willingness to work to meet client needs beyond scheduled hours. Proficient at Word, Excel, and current internet technologies. Demonstrate proactive work style - Does not have to be asked or reminded of tasks. Ability to learn, analyze and comprehend commercial lines of insurance. Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness Demonstrate track record of interacting with, meeting with and partnering with assigned clients to achieve mutually desired outcomes via routine client contact by phone, e-mail and periodic meetings and planning sessions. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: ****************************

JOB TITLE: Commercial Account Manager JOB TYPE: FLSA Non-Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: Documentation Process documents necessary to maintain the Client Insurance Program, utilizing agency management system. These duties include but are not limited to Generate surveys and request renewal applications Prepare Loss Summaries Prepare Proposals for renewal terms Initiate Premium Finance Requests Issue Certificates of Insurance and Auto ID cards Prepare Schedules of Insurance for delivery to client Prepare policies for delivery to client Process Policy Audits and Monthly Reports Identify and resolve Accounting discrepancies Create requests for changes to client's coverages Teamwork Function as team member of the Agency Workforce to ensure superior service to all MMA Clients. These activities include but are not limited to: Perform tasks assigned as part of the Agency Standard Service Plan Attend meetings with Risk Management Team as appropriate. Manage client's use of Certificate program, conducting training of client as needed. Treat clients, prospects, and company employees with courtesy and respect. Contribute to a team approach toward meeting goals and providing excellent client service. Coordinate and monitor usage and quality of outsourcing teams Demonstrate cooperation and effective communication with clients, vendors and co-workers. Ability to service clients effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness Other duties as requested by members of Service Team Provides guidance / quality check for other's work Technical Expertise Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to: Complete Kaplan Pictorials Obtain insurance designations of CISR or equivalent Verify accuracy of endorsements and invoice as necessary Comprehend Insurance Contract requirements for Certificates Communicate with insurance carriers as needed Communicate with clients as needed Become proficient using premium analysis software. Demonstrated success in servicing multiple client renewals under mentorship of CAM or Trainer REQUIREMENTS: Education: College Degree, preferred Ability to multi-task, prioritize work, and possess basic word processing and spreadsheet computer skills. Operational knowledge of various Windows-based application programs such as Excel and Word Willing to work overtime due to cyclical nature of business. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: ****************************

As a Mylo Account Manager, you will help Mylo service business owners leverage Mylo's innovative digital technology and deliver a superior end-to-end experience. The Account Manager provides the highest level of customer service in servicing, supporting, and coordinating Clients' accounts. Services accounts that are typically within a carrier Service Center Responds to Client's inquiries, maintains documentation of communications, existing issues, and issues resolutions Ensures AMS360 and ImageRight are up to date Quotes using Agent Hub and carrier websites Reviews quotes, policies and endorsements and makes requests for changes as needed Gathers and compiles information for remarketing of existing account that need to be requoted. Inputs Client information into data management system, ensuring accuracy and completeness Engages with Carrier Service Centers, Sales and Accounting Department as needed Performs other responsibilities and duties as needed Requirements: 1 year of Property & Casualty Insurance experience is recommended Property & Casualty Insurance License required Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint) Strong verbal and interpersonal communication skills required Ability to complete continuing education requirements as needed Ability to attend company, department, and team meetings as required, including industry training sessions via web meetings Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information Ability to efficiently organize work and manage time in order to meet deadlines

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

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

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

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

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

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

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

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE'RE LOOKING FOR The Senior Account Manager (Agribusiness) serves as the primary business contact for the client and acts as the project manager by clearly communicating and collaboratively guiding the account team to execute customer specific initiatives that deliver unique value through the execution of client-specific business plans and service timelines. This includes developing programs and initiatives that support the client's overall portfolio. The person in this position is expected to consistently provide excellent customer service to assigned large accounts, as well as represent client needs and goals within the organization to ensure quality. In addition, the Senior Account Manager will build relationships with clients to encourage new and repeat business opportunities. A GLIMPSE INTO YOUR DAY * Serves as a client advocate and primary point of contact for assigned large accounts, addressing questions, guiding coverage changes, and educating on exclusions and exposures. * Develops professional relationships and understands clients' core business. * Manages client expectations and anticipates needs of the client while ensuring service commitments are met. * Designs insurance plans and acts as field underwriter, binding coverage as needed. * Strategically remarkets renewals to maintain high account retention. * Identifies coverage deficiencies and consults clients to limit exposures. * Prepares proposals, loss evaluations, and risk analyses, ensuring accurate quotations and policies. * Produces binders, certificates, policies, and endorsements accurately. * Ensures timely and accurate policy renewals. * Facilitates claims reporting and settlement processes. * Conducts thorough policy reviews during renewals and audits, verifying accuracy and ensuring necessary corrections are executed. Proactively communicates significant audit discrepancies to clients and determines further action. * Reviews cancellation requests, determining reasons and attempting to retain client accounts while maintaining the company's financial integrity. * Stays informed about industry developments, new products, legislation, coverage options, and technological advancements to continuously enhance knowledge, performance, and client services. * Recommends process improvements as needed. * Quickly identifies and resolves complex client service issues. * May manage and direct the work of others. * Performs other projects, duties, and tasks, as assigned. WHAT SUCCESS LOOKS LIKE IN THIS ROLE * A Property and Casualty License from state of domicile is required and must be maintained. CPCU and/or Certified Insurance Counselor (CIC) Designations, a plus. * High school diploma or equivalent required. Four-year degree preferred. * 7+ years' account management experience in the insurance industry with a focus on commercial lines of coverage is required. * Bilingual (English/Spanish) preferred. * Strong analytical and mathematical skills. * Excellent PowerPoint and presentation skills for both in-person and teleconference/webinar sessions. * In-depth understanding of all aspects of commercial lines of coverage with the ability to advise clients concerning their complex insurance needs. * Excellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others. * Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications. * Advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures. * Must have a valid driver's license, the ability to travel to client sites and a reliable source of transportation. * Self-managed and responsible for project and time management. * Willingness to adhere to all principles of confidentiality. * Ability to work independently and as part of a team. WHY CHOOSE RELATION? * Competitive pay. * A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. * Career advancement and development opportunities. . Note: The above is not all encompassing of the full position description. Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. . $54,000.00 - $110,000.00