Commercial Insurance Account Manager - Remote (VA/NC)
Account executive job at The Jonus Group
Commercial Insurance Account Manager
Established agency seeking to hire a commercial insurance account manager to join our commercial team. Ideal candidate will have a commercial lines background in the property & casualty industry
Responsibilities:
The account manager is responsible for day-to-day account management for clients with complex coverage needs including coverage/policy questions, claims handling, and providing high customer service satisfaction. The ideal Commercial Insurance Account Manager candidate will possess a wide range of commercial lines account management skills, including but not limited to; customer service, administration and remarketing accounts.
Qualifications:
Minimum 3-5 plus years of experience in Property & Casualty Insurance
Full Knowledge of insurance products and usages
Manage workflow of assigned book of business and delegate workflow
Strong Verbal and written communication skills
Must have excellent technical/analytical skills
Detail oriented as must.
#LI-KD1
Inside Sales Representative
Tucson, AZ jobs
At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.
Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers' expectations while making a real impact for our company through our shared purpose.
When you join our company, we want you to feel valued, supported and proud to work here. That's why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers.
Qualifications & Skills:
2 years prior sales OR professional office experience required OR associate's degree or higher
Solid computer and multi-tasking skills
Ability to effectively communicate, verbally and in writing
Ability to work comfortably in a fast-paced, high-volume call center environment
Hybrid role: Training 100% in-office; post training 4 days a week in office and work from home 1 day a week
Inside Sales Representative
Salary: $20.00 per hour / $40,300.00 annually
At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.
Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers' expectations while making a real impact for our company through our shared purpose.
When you join our company, we want you to feel valued, supported and proud to work here. That's why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers.
Increase your earning potential (Up to $2,500 in Bonuses)
$1,000 Completion bonus after successfully completing training and orientation (around 5 months)
Potential to earn additional monthly sales incentives after 10-week training program!
+10% evening differential for applicable shifts
Have an active P&C or personal lines insurance license?
You will be eligible for a $1,500 sign on bonus! Ask your recruiter for more details!
At GEICO, our associates are the heart of our company. We're looking for Sales Representatives for our Tucson, AZ office who are driven, solution-oriented, and ready to contribute to our company's success. We're seeking outstanding associates who want to kickstart a fulfilling career with one of the most innovative auto insurers in the U.S.
As a Sales Representative, you'll build rapport with customers without making a single cold call. Our Sales Representatives use compassion and persuasion skills to prepare insurance quotes, advise customers on coverage, and convert quotes into new policies. GEICO offers a career with plenty of development opportunities, where you will feel seen, challenged, and can make an impact from the start. If you enjoy working in a fast-paced, competitive environment and have a passion for sales, this is your opportunity to be part of a great team!
Sales associates are also eligible to participate in a performance driven incentive plan where top performers can earn up to $36k per year, with the potential of an additional $3k per month in stretch bonuses once a predetermined level of performance has been achieved.
#geico800
At this time, GEICO will not sponsor a new applicant for employment authorization for this position.
The GEICO Pledge:
Great Company: At GEICO, we help our customers through life's twists and turns. Our mission is to protect people when they need it most and we're constantly evolving to stay ahead of their needs.
We're an iconic brand that thrives on innovation, exceeding our customers' expectations and enabling our collective success. From day one, you'll take on exciting challenges that help you grow and collaborate with dynamic teams who want to make a positive impact on people's lives.
Great Careers: We offer a career where you can learn, grow, and thrive through personalized development programs, created with your career - and your potential - in mind. You'll have access to industry leading training, certification assistance, career mentorship and coaching with supportive leaders at all levels.
Great Culture: We foster an inclusive culture of shared success, rooted in integrity, a bias for action and a winning mindset. Grounded by our core values, we have an an established culture of caring, inclusion, and belonging, that values different perspectives. Our teams are led by dynamic, multi-faceted teams led by supportive leaders, driven by performance excellence and unified under a shared purpose.
As part of our culture, we also offer employee engagement and recognition programs that reward the positive impact our work makes on the lives of our customers.
Great Rewards: We offer compensation and benefits built to enhance your physical well-being, mental and emotional health and financial future.
Comprehensive Total Rewards program that offers personalized coverage tailor-made for you and your family's overall well-being.
Financial benefits including market-competitive compensation; a 401K savings plan vested from day one that offers a 6% match; performance and recognition-based incentives; and tuition assistance.
Access to additional benefits like mental healthcare as well as fertility and adoption assistance.
Supports flexibility- We provide workplace flexibility as well as our GEICO Flex program, which offers the ability to work from anywhere in the US for up to four weeks per year.
The equal employment opportunity policy of the GEICO Companies provides for a fair and equal employment opportunity for all associates and job applicants regardless of race, color, religious creed, national origin, ancestry, age, gender, pregnancy, sexual orientation, gender identity, marital status, familial status, disability or genetic information, in compliance with applicable federal, state and local law. GEICO hires and promotes individuals solely on the basis of their qualifications for the job to be filled.
GEICO reasonably accommodates qualified individuals with disabilities to enable them to receive equal employment opportunity and/or perform the essential functions of the job, unless the accommodation would impose an undue hardship to the Company. This applies to all applicants and associates. GEICO also provides a work environment in which each associate is able to be productive and work to the best of their ability. We do not condone or tolerate an atmosphere of intimidation or harassment. We expect and require the cooperation of all associates in maintaining an atmosphere free from discrimination and harassment with mutual respect by and for all associates and applicants.
Auto-ApplyFinancial Services & Insurance Sales Professional Lubbock Tx + Amarillo Tx
Lubbock, TX jobs
(Must live within the Lubbock or Amarillo, TX areas to interview)
Are you a leader who has the following traits?
Competitive
Business-Minded
Coachable
Communicative
Self-disciplined
Authentic
If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success.
What we're looking for...
We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients.
Compensation:
$60,000 average earnings - $117,300 yearly
Responsibilities:
(Must live within the Lubbock or Amarillo, TX areas to interview)
What we're looking for...
We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients.
What we offer...
Training and development
We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your career. You'll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents.
Digital tools
Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content.
Products and solutions
Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions.
Human guidance
When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.
Qualifications:
(Must live within the Lubbock or Amarillo TX areas to interview)
Are you a leader who has the following traits?
Competitive
Business-Minded
Coachable
Communicative
Self-disciplined
Authentic
If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success.
How we will compensate you
You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agents' Contract who met annual minimum sales production requirements was $117,359.4. Individual agent performance will determine your income.
Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals, please follow this link ************************************************************ income-and-benefits
About Company
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.
***********************************************************
************************************************************career-paths
Awards & Accolades
A full list of our awards is available here: ***************************************************************
#WHGEN2
Compensation details: 60000-117300 Yearly Salary
PIdf445f6922c8-37***********6
Business Development Associate
Richmond, VA jobs
The Business Development Associate is responsible for developing and executing strategies to grow the company's business, provide excellent service to customers and manage them. The role conducts market research, promotes company products, builds client relationships,and identifies new business opportunities. They perform business development activities such as customer relationship management and development, creation, and dissemination of marketing materials.
Whatwill your job entail?
Job Responsibilities:
• Develops, executes, and manages company's business development strategy and action plans to achieve targets.
• Develops and implements marketing plans for both existing and prospective customer base.
• Supports in developing and implementing the comprehensive marketing plan to facilitate business growth. Analyzes market trends to evaluate, develop and implement strategic plans to meet and exceed organizational goals.
• Tracks client transactions and activities to maintain existing client relationships and provides customer service.
• Develops cross-selling programs for existing customers, utilizes technology to assist in the generation of new opportunities in the insurance industry.
• Creates and maintains marketing materials for both existing and prospective customer base. Identifies and pursues new leads through market research, networking, and marketing activities.
• Develops new business relationships with retail insurance agents/brokers to develop submissions and quote activity for achieving month premium goals.
• Stays informed about market trends, competitor offerings, and changes in the insurance industry to identify opportunities for growth and meet organizational goals.
• Develops and presents proposals tailored to individual customer needs, solutions, coverage options and pricing structures.
• Participates in carrier events and industry seminars to foster relationships and remain knowledgeable of insurance industry standards.
Work Experience and Education:
• Bachelor's degree required; Marketing, Communications and Business Administration preferred.
• 1 year of work experience in Sales, Business Development, or related field.
• 50% travel is required**
Licenses & Certifications:
• Must meet minimum requirements for state P&C and/or surplus line licenses.
• Customer Relationship Management (CRM) Certification a plus.
Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment.
How We Support Our Teammates
Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them - and their family members - achieve their physical, financial, and emotional well-being goals. In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services and more.
The target salary range for this position is $54,250.00 - $57,000.00 annually.
The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards, visit our website
We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at ...@Ryansg.com
The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Outside Sales Representative
Cedar Rapids, IA jobs
About the Company
Everest Exteriors is a dynamic and rapidly growing company specializing in comprehensive exterior restoration and redesign. Our services encompass:
Roofing: Expert installation and restoration to ensure durability and aesthetic appeal.
Home Siding: Innovative siding solutions that enhance both function and design.
Soft Metals: Skilled craftsmanship in soft metalwork for enhanced exterior performance.
In addition to our core services, we excel in navigating the complexities of insurance claims for homeowners, particularly those affected by hail and wind damage. Our dedicated team ensures a seamless process, providing peace of mind during challenging times.
With annual revenues exceeding $10 million, we are driven by a commitment to quality, customer satisfaction, and integrity. Our vision is to establish Everest Exteriors as one of the leading restoration companies in the region, setting new standards in excellence and service.
About the Role
As a Project Manager, you will play a crucial role in assisting homeowners with their insurance claims, storm damage inspections, and project management. This position requires driven, energetic, and independent individuals who are willing to learn and grow in a fast-paced environment. Additionally you will need to engage with the community through proactive door-to-door outreach, connecting with homeowners directly to assess their needs, discuss potential storm damage, and offer tailored solutions, building trust and rapport.
Responsibilities
Inspect and document homes for storm damage.
Meet directly with homeowners to educate them on repairs and the claims process.
Sign restoration agreements with clients.
Create detailed estimates for restoration projects.
Engage in marketing and lead generation to attract new prospects.
Qualifications
Customer Interaction: Must be comfortable engaging face-to-face with customers, building rapport and trust in every interaction.
Physical Capability: Ability to climb ladders and access roofs safely as part of the inspection and project management process.
Reliable Transportation: Access to dependable transportation is required to travel to job sites and client meetings.
Self-Motivation: Demonstrate independence, self-discipline, and effective time management skills, including the ability to create and manage your own work schedule.
Sales Experience: Previous experience in sales is preferred, helping you connect with clients and understand their needs.
Lead Generation: Willingness to proactively self-generate leads while also following up on leads provided by the office, maximizing opportunities for growth.
Pay range and compensation package
Starting Pay: $45,000 base salary, plus uncapped commission. Guaranteed training pay plus a commission structure. Commissions paid on all completed claims. Annual performance bonuses. All-inclusive 5-day company vacation.
Equal Opportunity Statement
Everest Exteriors is committed to diversity and inclusivity.
How to Apply
If you are interested in joining our team and helping homeowners recover from storm damage, please submit your application today!
Account Executive - Global Risk Management
New York, NY jobs
Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! JOB OVERVIEW: As an Account Executive on the Global Risk Management team, you will serve as a strategic partner to clients, managing all aspects of their large, complex commercial insurance programs by balancing the quality of service and speed of response. WHAT WE'RE LOOKING FOR: * REQUIRED: 5+ years' experience working for an insurance brokerage. Must also have experience doing marketing/placement and being both client and carrier-facing. * Candidates eager to learn, ask questions, and stay up to date on the latest insurance and risk-related topics necessary to best serve their clients. * Candidates with a strong sense of urgency, who can pivot and adapt to changing priorities as needed, while still maintaining high attention to detail and quality of work. * The ideal candidate will be a strong communicator (both verbal and written) and comfortable working directly with clients to problem-solve and provide consultative services. LOCATION: New York, NY (Hybrid - 3 days a week in office) WHAT YOU'LL DO: A detailed list of job duties includes (but is not limited to): * Client Relationship Management: Understand clients' business objectives and develop tailored risk management strategies to address exposures and align with goals. Act as a liaison, ensuring client satisfaction and long-term relationships. * Risk Assessment & Strategy: Analyze client exposures, loss history, and insurance needs. Recommend appropriate coverage solutions and negotiate favorable terms with underwriters collaborating with specialists where necessary. * Service Delivery: Orchestrate the delivery of high-quality services by leading client teams, monitoring service agreements, and ensuring all commitments are met. Address client concerns proactively to maintain satisfaction. * Broking & Business Development: Develop and execute broking plans, including marketing renewals, negotiating with insurers, and securing competitive coverage. Support new sales opportunities, cross-selling, and account rounding to drive business growth. * Technical Expertise: Prepare proposals, stewardship reports, and RFP responses. Provide coverage analysis, manage policy administration, and support due diligence during mergers and acquisitions. * Industry Engagement: Maintain up-to-date knowledge of market trends and develop strong relationships with the underwriting community. Represent the company professionally during client and industry interactions. * Tools & Collaboration: Utilize Salesforce/Sagitta and other platforms to manage opportunities and coordinate with internal teams to execute client services effectively. WHAT YOU'LL BRING: This role requires exceptional communication, analytical, and problem-solving skills, combined with deep expertise in commercial insurance products and risk consulting. *
REQUIRED: Marketing / Placement experience for both property & casualty * REQUIRED: Client facing ability whether in-person or virtually * 5+ years of brokerage experience and current P&C license. * Self-starter with high attention to details * Strong interpersonal skills for building and maintaining relationships. * Deep knowledge of marketplace products and ability to simplify insurance concepts for clients. * Proven experience working independently while meeting deadlines and prioritizing multiple projects. * Collaborative mindset and adaptability in team-oriented environments. * Experience in Private Equity and understanding of insurance carriers' risk appetites and industry preferred. * Proficiency in developing innovative business solutions and professional communication with C-Suite executives. * Strong negotiation, organizational, and presentation skills. * Advanced computer proficiency, including MS Office Suite (Excel, PowerPoint). COMPENSATION: The national average starting salary for this role is $140,000.00 - $180,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: * Generous Paid Time off * Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days * Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave * Generous employee referral bonus program of $1,500 per hired referral * Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) * Employee Resource Groups: Women's Coalition, EPIC Veterans Group * Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development * Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support * Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs * 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! * EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation * We're in the top 10 of property/casualty agencies according to "Insurance Journal" To learn more about EPIC, visit our Careers Page: ************************************************ The national average salary for this role is $160,000 to $190,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* #LI-AT1 #LI-Hybrid (2691)
Auto-ApplyAccount Executive Officer, Global Underwriter
Hartford, CT 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**
$104,000.00 - $171,700.00
**Target Openings**
1
**What Is the Opportunity?**
Global Insurance provides tailored insurance solutions for companies based in the United States that do business abroad. Coverage offerings include Property, General Liability, Foreign Voluntary Workers' Compensation, and more. The Account Executive Officer (AEO), Global will partner with agents and brokers to provide coverage for new and renewal business based on customers' needs. This role is seen as a technical resource. As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to independently assess complex risk and sell our products in challenging markets 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 complex customer accounts to minimize risk and maximize profitability.
+ 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.
+ Independently develop and execute agency sales plans and frequently partner with your Managing Director (MD) to develop region/group sales plans.
+ May assist in the training and mentoring of less experienced Account Executives.
+ Perform other duties as assigned.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Bachelor's degree.
+ Six to eight years of relevant underwriting experience with experience in commercial lines.
+ Deep knowledge of commercial lines products, the regulatory environment, and the local insurance market.
+ 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.
+ Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers.
+ CPCU designation.
**What is a Must Have?**
+ Four 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 ******************************************************** .
Account Executive Officer, Global Underwriter
Hartford, CT 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
$104,000.00 - $171,700.00
Target Openings
1
What Is the Opportunity?
Global Insurance provides tailored insurance solutions for companies based in the United States that do business abroad. Coverage offerings include Property, General Liability, Foreign Voluntary Workers' Compensation, and more. The Account Executive Officer (AEO), Global will partner with agents and brokers to provide coverage for new and renewal business based on customers' needs. This role is seen as a technical resource. As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to independently assess complex risk and sell our products in challenging markets 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 complex customer accounts to minimize risk and maximize profitability.
* 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.
* Independently develop and execute agency sales plans and frequently partner with your Managing Director (MD) to develop region/group sales plans.
* May assist in the training and mentoring of less experienced Account Executives.
* Perform other duties as assigned.
* Perform other duties as assigned.
What Will Our Ideal Candidate Have?
* Bachelor's degree.
* Six to eight years of relevant underwriting experience with experience in commercial lines.
* Deep knowledge of commercial lines products, the regulatory environment, and the local insurance market.
* 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.
* Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers.
* CPCU designation.
What is a Must Have?
* Four 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 *********************************************************
Head of Enterprise Expense Management
New York jobs
You will
Support and deliver against key FP&A deliverables on a monthly, quarterly, and annual basis, including, but not limited to, the month-end expense close, monthly allocations and annual planning cycles.
Lead and manage a team of onshore & offshore employees supporting Enterprise and Business reporting and analytics on a standard reporting and data framework through enhanced technology capabilities.
Partner with key stakeholders in Technology and Operations to enhance current capabilities and drive enhanced performance.
Partner with key Finance stakeholders to manage operational accounting, reporting and data governance across all areas of expense management.
Partner with FP&A leadership to deliver and support executive presentations and board reporting.
Deliver against all key control and regulatory requests, primarily those related to internal and external audit requirements.
Partner with key Finance stakeholders to provide insights into the impact of expenses through support of the consolidated management reporting process.
Identify and deliver opportunities that enhance processes through automation, offshoring, or elimination.
You have
FUNCTIONAL SKILLS:
Strong analytical skills
Ability to multi-task, prioritize deliverables and support multiple business partners.
Ability to create professional analysis.
Ability to work in a team environment.
Strong management, communication & organizational skills
Strong Excel skills (macros, V-lookups, etc.)
Willingness to learn and grow on the job.
Ability to make suggestions to management based on analysis.
Ability to work independently.
Self-motivated
OVERALL QUALIFICATIONS:
10+ years of finance/accounting experience
Strong knowledge of financial operations, management reporting processes and financial analytics
Experience using an ERP, Oracle and SmartView a plus but not required.
Ability to meet tight deadlines and work additional hours during peak sessions.
Results driven with a focus on process improvement.
Location:
Hybrid: 3 days in the Hudson Yards, NYC office. 2 days WFH
Salary Range:
$129,500.00 - $212,750.00
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
Our Promise
At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
Inspire Well-Being
As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at ************************************************
Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.
Equal Employment Opportunity
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
Accommodations
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com.
Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.
Auto-ApplyEnterprise Account Executive
New York, NY jobs
Bad software is everywhere, and we're tired of it. Sentry is on a mission to help developers write better software faster so we can get back to enjoying technology. With more than $217 million in funding and 100,000+ organizations that believe we're on to something, we're building performance and error monitoring tools that help companies like Disney, Microsoft, and Atlassian spend less time fixing bugs and more time building products.
Sentry embraces a hybrid work model, with Mondays, Tuesdays, and Thursdays set as in-office anchor days to encourage meaningful collaboration. If you like to selfishly build things that make your digital life better, come help us build the next generation of software monitoring tools.
About the role
Sentry is looking for an Enterprise Account Executive to join our sales team. We need a strong hunter/self-starter mindset with the ability to methodically expand existing accounts. As a member of our sales team, you'll join a fast-growth start-up and hit the ground running and help develop our sales strategy and playbook on the East Coast. We're looking for an individual with experience selling SaaS/B2B products, especially to developer organizations. If you're a seasoned sales professional who is excited to work in a high-volume environment while helping define key strategic and operational initiatives, we'd love to speak with you!
In this role you will
* Manage and work all leads and opportunities in your territory.
* Build and manage a sales pipeline while growing successful, long-lasting relationships with influencers (devops leads, engineering managers, procurement professionals, executives, etc.) to meet revenue targets and company goals.
* Manage, track, and report all sales activities with Salesforce proficiency.
* Deliver great product demos, provide insightful technical answers, and recommend creative ways to get the most out of Sentry.
* Be the voice of the customer to the Sentry engineering/product teams.
* Own the strategic planning for each Flagship account, developing strategies to drive adoption and geographic expansion, mapping and building widespread relationships across our customer's organization.
You'll love this job if you
* You are a builder who works autonomously and relishes responsibility.
* Take pride in working to increase customer growth and happiness by aligning Scoop's impact with the customer's expectations of value.
* Thrive in a product-driven highly technical, fast paced and growing organization.
* Get a charge out of making a measurable impact on Sentry's growth.
* Own the strategic planning for each strategic account, developing strategies to drive adoption and expansion, mapping and building widespread relationships across the customer's organization, and working to increase customer growth and happiness by aligning Sentry impact with the developer community expectations and value.
Qualifications
* 7+ years of technology direct sales experience, with current experience selling SaaS. Bonus points if you have experience selling developer tools to development organizations.
* High technical aptitude and are able to understand and discuss a developer-focused infrastructure product.
* Proven track record of exceeding sales targets and cultivating long-lasting relationships with clients.
* Deep curiosity for the developer tool space.
* Results-driven, with a desire to hunt new business and ability to try new processes and iterate to scale a global sales engine.
* Strong analytical, critical thinking, and problem-solving skills.
* You are a team player and comfortable in a fast-paced growth environment.
* You love the challenge and desire a fast-paced, challenging, and exciting environment!
The base salary range (or hourly wage range, if applicable) that Sentry reasonably expects to pay for this position is $140,000 to $150,000, plus a variable compensation. A successful candidate's actual base salary (or hourly wage) amount will be determined by a variety of relevant factors including, without limitation, the candidate's work location, education, work and other relevant experience, skills, and job-related knowledge. A successful candidate will be eligible to participate in Sentry's employee benefit plans/programs applicable to the candidate's position (including incentive compensation, equity grants, paid time off, and group health insurance coverage). See Sentry Benefits for more details about the Company's benefit plans/programs.
Equal Opportunity at Sentry
Sentry is committed to providing equal employment opportunities to its employees and candidates for employment regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, or other legally-protected characteristic. This commitment includes the provision of reasonable accommodations to employees and candidates for employment with physical or mental disabilities who require such accommodations in order to (a) perform the essential functions of their jobs, or (b) seek employment with Sentry. We strive to build a diverse team, with an inclusive culture where every teammate can thrive. Sentry is an open-source company because we believe that everyone, everywhere, should have the ability and tools to make great software. Software should be accessible. That starts with making our industry accessible.
If you need assistance or an accommodation due to a disability, you may contact us at accommodations@sentry.io.
Want to learn more about how Sentry handles applicant data? Get the details in our Applicant Privacy Policy.
Auto-ApplyExecutive Underwriter, Global Casualty
Chicago, IL jobs
Contribute to the achievement of the Chubb Global Casualty business plan. The Executive Underwriter is responsible for production, underwriting and maintenance of new and renewal domestic casualty accounts within a defined territory. In addition, the Executive Underwriter is responsible for establishing and cultivating business relationships with brokers and clients within the assigned territory to assure the continued flow of new business opportunities while representing all Chubb Global Casualty segments and products.
Responsibilities
Evaluate, select, underwrite, price, quote and maintain new and renewal business.
Retain accounts through active participation in Chubb Stewardship process.
Adhere to Chubb standards on pricing and servicing.
Participate in product line projects as required.
Oversee & execute on various operational tasks and maintain strict adherence to File Construction, Documentation and Self-Audit endeavors.
The individual should have strategically based relationships and expertise to help navigate clients both internally and externally.
College degree in insurance, business or related fields or equivalent experience.
6+ years commercial casualty experience, and/or underwriting Fortune 1000 companies.
Superior communication, interpersonal and negotiating skills.
Superior analytical skills needed to evaluate and develop
Excellent sales and marketing skills.
Advanced computer skills preferred.
The pay range for the role is $114,600 to $194,800. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.
Auto-ApplyExecutive Underwriter, Chubb Global Casualty
Chicago, IL jobs
Scope Contribute to the achievement of the Chubb Global Casualty business plan. The Executive Underwriter is responsible for production, underwriting and maintenance of new and renewal domestic casualty accounts within a defined territory. In addition, the Executive Underwriter is responsible for establishing and cultivating business relationships with brokers and clients within the assigned territory to assure the continued flow of new business opportunities while representing all Chubb Global Casualty segments and products.
Responsibilities
* Solicits new and renewal submissions from brokers
* Determines terms and conditions and complex rating plans
* Binds coverage
* Documents the underwriting files
* Handles more complex files and portfolios within underwriting authority
* Preferably at least 3-5 years underwriting experience
* Experience with multiple lines of insurance
* Bachelor's degree
* Knowledge of insurance industry
* Knowledge of underwriting concepts, practices, and procedures
* Microsoft Word, Excel, and Outlook
* Oral and written communication skills
* Negotiation skills
* Marketing skills
* Leadership experience through work or involvement in community service, athletics, clubs, or other activities preferred
* Technically adept/digitally savvy
The pay range for the role is $114,600 to $194,800. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.
Auto-ApplyCommercial Enterprise Account Executive
East Providence, RI jobs
Job DescriptionDescription:
The Enterprise Account Executive will be primarily responsible for renewal retention & rounding of existing accounts, as well as, prospecting, networking, and producing new property and casualty business insurance policies via relationship building, with existing client base.
This role strictly adheres to our Corporate Standards of Excellence and procedural guidelines spelled out in our Professional Procedure Manual.
Essential Job Functions:
Develop and maintain active expiration lists through internal and external sources.
Achieve trusted advisor status with clients, provide professional risk management advice to prospects and clients.
Maintain and foster strong business-to-business relationships.
Maximize growth and retention by providing exceptional customer service to clients.
Round accounts where applicable.
Make arrangements with clients to ensure premium payment on a timely basis and be responsible for management of collections for assigned accounts.
Conduct policy review at renewal to address coverage gaps, if applicable.
Obtain information for quotations from the insurance marketplace.
Utilize company systems as applicable; Sagitta, ImageRight, Helix.
Develop accounts and cross-sell available products and services.
Performs other duties as assigned.
Requirements:
Skills and Abilities:
Fluency in MS Office products.
Effective, professional verbal and technical written communication skills.
Must be a good listener and have a strong work ethic.
Proven analytical skills.
Must be detail-oriented, with the ability to plan, manage, and oversee a book of business.
A self-starter with an entrepreneurial approach and hands-on experience.
Must be willing to work outside of core hours as needed.
Ability to multitask and operate in an ever-changing environment is critical.
Ability to communicate clearly, to work well with others, and to manage time effectively.
Education and Experience:
Bachelor's degree in a relative field preferred, or equivalent in work experience.
3 + years' sales experience, preferably in Insurance; commercial property and casualty or related business-to-business sales experience.
CIC, CPCU, AAI, AIS designations preferred.
Producer license is Mandatory.
Willingness to continue education is essential.
Commercial Enterprise Account Executive
East Providence, RI jobs
Requirements
Skills and Abilities:
Fluency in MS Office products.
Effective, professional verbal and technical written communication skills.
Must be a good listener and have a strong work ethic.
Proven analytical skills.
Must be detail-oriented, with the ability to plan, manage, and oversee a book of business.
A self-starter with an entrepreneurial approach and hands-on experience.
Must be willing to work outside of core hours as needed.
Ability to multitask and operate in an ever-changing environment is critical.
Ability to communicate clearly, to work well with others, and to manage time effectively.
Education and Experience:
Bachelor's degree in a relative field preferred, or equivalent in work experience.
3 + years' sales experience, preferably in Insurance; commercial property and casualty or related business-to-business sales experience.
CIC, CPCU, AAI, AIS designations preferred.
Producer license is Mandatory.
Willingness to continue education is essential.
Commercial Lines Sales Executive
New York jobs
We are seeking a dynamic and results-driven Commercial Lines Sales Executive (P&C) with exceptional communication skills and in-depth knowledge in the commercial insurance industry. This role is ideal for a highly motivated professional who excels at building relationships, identifying opportunities, and closing deals. You will be responsible for driving new business growth, expanding existing commercial lines accounts, and maintaining a strong book of business.
This position can be hybrid remote based out of the following Marshall+Sterling locations:
Latham, NY
Glen Falls, NY
Oswego, NY
MAJOR RESPONSIBILITIES
Drive new business growth while maintaining and expanding your book of business.
Proactively build and manage a pipeline of prospects to achieve sales and retention goals.
Craft a compelling value proposition, leveraging your expertise and the powerful tools provided by Marshall+Sterling.
Gather and analyze detailed risk and underwriting information to tailor insurance solutions.
Create and present professional, customized insurance proposals using Marshall+Sterlings advanced online system.
Follow structured renewal workflows to ensure strong client retention and long-term partnerships.
Identify opportunities to refer clients and prospects to other divisions within Marshall+Sterling to meet their broader needs.
Partner with internal teams, delegating client service tasks effectively for seamless support.
Foster strong, professional relationships with colleagues, contributing to a positive and collaborative work environment.
Requirements:
Active state insurance license is required, with a commitment to maintaining compliance through ongoing continuing education.
Demonstrated success in pursuing and closing sales, with a strong track record of meeting and exceeding goals.
Strong communication and interpersonal skills, with the ability to connect with diverse individuals and teams.
Highly organized and detail-oriented, ensuring efficiency and accuracy in all aspects of the role.
Valid drivers license
College degree preferred, high school diploma or equivalent required.
Compensation
Compensation: $100,000 - $175,000, based on demonstrated insurance sales experience and measurable achievements.
Benefits: Comprehensive package including Medical, Dental, Vision, 401(k), Paid Time Off (PTO), paid holidays, company-paid life insurance for you and your dependents, medical paid time off, employee assistance programs, and more!
Why Join Marshall+Sterling? Our ESOP Sets Us Apart!
As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Heres what makes our ESOP so valuable:
Ownership & Wealth-Building: Every eligible employee earns shares in the company at no cost, creating a meaningful path to financial security.
Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the companys success.
Retirement Security: Our ESOP is a powerful supplement to your retirement savings, helping you plan for the future with confidence.
Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the companys growth and success.
No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment.
Stability & Legacy: With over 150 years of success, our ESOP ensures that Marshall+Sterling remains strong, independent, and employee-driven for generations to come.
Join us and experience the benefits of true employee ownership!
M&S 24 and LNK
Compensation details: 100000-175000 Yearly Salary
PI0f2c15705045-31181-35497366
Enterprise Account Executive
Denver, CO jobs
As an Enterprise Account Executive at AgentSync, you will play a critical role in driving growth through new logo acquisition across some of the largest Insurance Carriers, Agencies, and MGAs in the United States. You will be responsible for researching, creating, and pursuing new business opportunities, while also driving expansion revenue within a small book of existing Enterprise accounts. Enterprise Account Executives are responsible for leading a cross functional team selling motion to ensure a world class customer experience as we help them understand and realize the value of the AgentSync offerings.
Sales Mission Statement:
AgentSync Sales is committed to delivering value based outcomes and customer love, leaving a legacy of excellence and impact.
We hold ourselves to the highest standards of accountability and curiosity while embracing team selling and a spirit of continuous learning. We celebrate our victories and find opportunities for growth in our challenges. Together, we will unite our strengths to crush our goals, catapult our careers and find joy in the journey!
What you'll do:
Exceed annual and quarterly sales targets (Ramped quota in first fiscal year)
Own and manage the full sales cycle (e.g. opportunity creation, qualification, discovery, product demonstration, pricing and proposals, negotiation, closed won/lost, etc.) and sales outcomes within AgentSync's culture and values - most especially, Customer Love
Generate pipeline at high velocity in net new insurance carrier, agency, and MGA accounts.
Collaborate closely and effectively with customers via a consultative, solution selling, and leveraging our customer engagement process to drive continuity across every phase of the sales cycle
Receive weekly coaching and feedback from your manager, which you will then implement into your sales processes.
Manage sales cycles using the MEDDIC sales framework
Intimately understand our customers' goals, current business processes and solutions, pain and gain points, budgets, and business outcomes they're trying to solve for with AgentSync
Communicate clearly and accurately with internal teams re: your new sales pipeline generation, current sales pipeline/funnel updates, accurate forecasting, new prospective customer requirements, and closed-loop product feature feedback, etc
Work cross-functionally with technical and implementation teams to deliver comprehensive professional services, leading to exceptional customer outcomes.
Create and iterate on foundational best practice process, tools, measurement, and the critical foundations of a world-class Sales function
Your experience:
5+ Years B2B Enterprise SaaS experience in Senior Account Executive/Sales roles
1+ years in insurance, financial services, compliance, legal, government, consulting etc. (legacy industries)
Demonstrated top performer with a track record of meeting and exceeding annual ARR quotas of $1M + with average deal sizes of $250K+
Experience with C Level Sales and relationship management.
Excellent data-driven, process-driven, methodical, and consultative sales process and mechanics
Strong pipeline generation, management, and forecasting skills
Natural problem-solver: comfortable with complexity and ambiguity; able to both delve into the details and operational tactics, and engage meaningfully on the big picture and overall strategy
Proactive and passionate: independently solving conceptual problems, and delivering results in challenging situations
High-energy, team-first attitude: motivated to work collaboratively in a fast-paced, ever-changing environment to help our growing business
Don't meet every single requirement?
At AgentSync we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
About us:
AgentSync is a powerful, easy-to-use Compliance as a Service solution, directly integrating regulatory database sources of truth (i.e. NIPR, FINRA) with core business systems (i.e. Salesforce) so we can automate the critical business processes associated with these compliance requirements.
We're a new-school solution tackling an age-old, ubiquitous problem with smart technology and automation in a market full of inefficient, high-cost solution options - spreadsheets, manual processes, legacy software, more headcount, outsourcing, etc.
Salary:
$125,000 - $145,000 base (based on sales focus, segment and experience) // $250,000-$290,000 OTE
Additionally, this role is eligible to participate in AgentSync's equity programs.
Benefits:
100% Company Paid Healthcare Insurance (for you and any dependents)
Medical
Dental
Vision
Parental leave and return to work childcare stipend
Financial Benefits
401(k) retirement savings plan
Other Benefits
Unlimited PTO
11 paid holidays per year
Continued Education Stipend
Coffee, full stocked snack bar, lunches provided
Candidates: AgentSync Recruiting & Talent teams will only communicate with you ******************* email addresses. When you receive communication from AgentSync, check the email address domain to ensure you're connected with our team (and not a scammer!).
Licensed Sales Executive
Yorktown Heights, NY jobs
We are seeking a dynamic and results-driven Licensed Sales Executive with exceptional communication skills and in-depth knowledge in the commercial insurance industry. This role is ideal for a highly motivated professional who excels at building relationships, identifying opportunities, and closing deals. You will be responsible for driving new business growth, expanding existing commercial lines accounts, and maintaining a strong book of business.
This position will be based out of Marshall+Sterlings Yorktown Heights office.
MAJOR RESPONSIBILITIES
Drive new business growth while maintaining and expanding your book of business.
Proactively build and manage a pipeline of prospects to achieve sales and retention goals.
Craft a compelling value proposition, leveraging your expertise and the powerful tools provided by Marshall+Sterling.
Gather and analyze detailed risk and underwriting information to tailor insurance solutions.
Create and present professional, customized insurance proposals using Marshall+Sterlings advanced online system.
Follow structured renewal workflows to ensure strong client retention and long-term partnerships.
Identify opportunities to refer clients and prospects to other divisions within Marshall+Sterling to meet their broader needs.
Partner with internal teams, delegating client service tasks effectively for seamless support.
Foster strong, professional relationships with colleagues, contributing to a positive and collaborative work environment.
Requirements:
Active state insurance license is required, with a commitment to maintaining compliance through ongoing continuing education.
Demonstrated success in pursuing and closing sales, with a strong track record of meeting and exceeding goals.
Strong communication and interpersonal skills, with the ability to connect with diverse individuals and teams.
Highly organized and detail-oriented, ensuring efficiency and accuracy in all aspects of the role.
Valid drivers license
College degree preferred, high school diploma or equivalent required.
Compensation
Compensation: $100,000 - $175,000+, based on demonstrated insurance sales experience and measurable achievements.
Benefits: Comprehensive package including Medical, Dental, Vision, 401(k), Paid Time Off (PTO), paid holidays, company-paid life insurance for you and your dependents, medical paid time off, employee assistance programs, and more!
Why Join Marshall+Sterling? Our ESOP Sets Us Apart!
As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Heres what makes our ESOP so valuable:
Ownership & Wealth-Building: Every eligible employee earns shares in the company at no cost, creating a meaningful path to financial security.
Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the companys success.
Retirement Security: Our ESOP is a powerful supplement to your retirement savings, helping you plan for the future with confidence.
Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the companys growth and success.
No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment.
Stability & Legacy: With over 150 years of success, our ESOP ensures that Marshall+Sterling remains strong, independent, and employee-driven for generations to come.
Join us and experience the benefits of true employee ownership!
MS24, LNK
Compensation details: 100000-175000 Yearly Salary
PIbd5cb0302d2d-31181-37255453
Sales Executive
Poughkeepsie, NY jobs
We are seeking a dynamic and results-driven Sales Executive with exceptional communication skills and in-depth knowledge in the commercial insurance industry. This role is ideal for a highly motivated professional who excels at building relationships, identifying opportunities, and closing deals. You will be responsible for driving new business growth, expanding existing commercial lines accounts, and maintaining a strong book of business.
This position can be based out of any of Marshall+Sterling's Group Benefits offices.
MAJOR RESPONSIBILITIES
Drive new business growth while maintaining and expanding your book of business.
Proactively build and manage a pipeline of prospects to achieve sales and retention goals.
Craft a compelling value proposition, leveraging your expertise and the powerful tools provided by Marshall+Sterling.
Gather and analyze detailed risk and underwriting information to tailor insurance solutions.
Create and present professional, customized insurance proposals using Marshall+Sterlings advanced online system.
Follow structured renewal workflows to ensure strong client retention and long-term partnerships.
Identify opportunities to refer clients and prospects to other divisions within Marshall+Sterling to meet their broader needs.
Partner with internal teams, delegating client service tasks effectively for seamless support.
Foster strong, professional relationships with colleagues, contributing to a positive and collaborative work environment.
Requirements:
Active state insurance license is required, with a commitment to maintaining compliance through ongoing continuing education.
Demonstrated success in pursuing and closing sales, with a strong track record of meeting and exceeding goals.
Strong communication and interpersonal skills, with the ability to connect with diverse individuals and teams.
Highly organized and detail-oriented, ensuring efficiency and accuracy in all aspects of the role.
Valid drivers license
College degree preferred, high school diploma or equivalent required.
Compensation
Compensation: $100,000 - $175,000, based on demonstrated insurance sales experience and measurable achievements.
Benefits: Comprehensive package including Medical, Dental, Vision, 401(k), Paid Time Off (PTO), paid holidays, company-paid life insurance for you and your dependents, medical paid time off, employee assistance programs, and more!
Why Join Marshall+Sterling? Our ESOP Sets Us Apart!
As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Heres what makes our ESOP so valuable:
Ownership & Wealth-Building: Every eligible employee earns shares in the company at no cost, creating a meaningful path to financial security.
Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the companys success.
Retirement Security: Our ESOP is a powerful supplement to your retirement savings, helping you plan for the future with confidence.
Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the companys growth and success.
No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment.
Stability & Legacy: With over 150 years of success, our ESOP ensures that Marshall+Sterling remains strong, independent, and employee-driven for generations to come.
Join us and experience the benefits of true employee ownership!
MS24 and LNK
Compensation details: 100000-250000 Yearly Salary
PI60ab76***********1-37084691
Sales Executive
Poughkeepsie, NY jobs
Sales oriented position requiring advanced communication skills and a thorough knowledge of insurance products available through the agency. Capable of aggressively pursuing and closing sales of new and existing commercial lines accounts and retaining book of commercial lines business. Value oriented selling process. Commission based compensation.
This position is based out of Marshall & Sterling's Poughkeepsie Group Benefits Office.
MAJOR RESPONSIBILITIES
Achieve minimum sales and other objectives as agreed upon.
New business growth adequate to maintain and grow overall account.
Develop and maintain pipeline of prospects which will allow for achievement of sales and retention goals.
Develop value proposition which encompasses personal skills and tools provided by Marshall & Sterling.
Collect detailed risk and underwriting information.
Develop and deliver formal proposals of insurance utilizing Marshall & Sterling's online system.
Follow renewal workflows to ensure retention of accounts.
Refer clients and prospects to other divisions of Marshall & Sterling.
Delegate client service needs appropriately.
Establish and follow through on appropriate service timelines on appropriate accounts.
Attend all sales meetings as required.
Collect premiums per established agency procedures.
Follow agency E&O and workflow procedures to document activities and prevent errors and omissions losses.
Effectively use the marketing, loss control and claims handling resources of the Agency to maximize the service provided to the client.
Promote agency and insurance industry in the community.
Obtain required continuing education credits.
Maintain professional accreditation necessary to meet agency standards.
Participate in continuing education programs when available.
Build and maintain a favorable and professional work relationship with other staff members.
Adhere to established employee manual policies and guidelines.
Promptly report all E&O claims and potential E&O claims.
Maintain confidentiality in all aspects of client, staff and agency information.
Perform other duties and projects as assigned.
Requirements:
College degree preferred, high school diploma or equivalent required.
Proven ability to pursue and close sales.
Knowledge of insurance products.
Appropriate state insurance licenses and continuing education required.
Works effectively and relates well with others including superiors, colleagues and individuals inside and outside the company in a professional manner.
Experience and knowledge of Microsoft Office Programs.
Experience with Vertafore a plus.
Valid driver's license and acceptable driving record.
Ability to communicate with and work with diverse types of individuals and groups.
High level of organizational ability with attention to detail.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
The annual salary range is $100,000-$250,000 negotiable and based on commission.
The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.
Compensation details: 100000-250000 Yearly Salary
PI4b01e2b62d3f-31181-34850709
Personal Lines Inside Sales Rep
Account executive job at The Jonus Group
Seeking a Personal Lines Inside Sales Representative that will be responsible for generating revenue for an existing book of business by upselling, cross-selling, and acquiring new personal lines business. This role combines sales and service functions, ensuring timely policy adjustments and delivering exceptional client support.
Responsibilities
Contact assigned book of business to identify opportunities for upselling, cross-selling, or acquiring new personal lines business
Conduct outbound and inbound sales calls to meet or exceed individual sales targets
Process policy changes, endorsements, and renewals in a timely manner
Obtain and compare quotes (re-shop) to ensure competitive coverage and pricing for clients
Assist clients with claims inquiries, liaise with carriers, and track claim status until resolution
Issue and distribute insurance ID cards, certificates, and other policy documents
Maintain accurate client records and update agency management systems with policy and contact information
Collaborate with producers and underwriters to resolve complex client issues and facilitate smooth transactions
Qualifications/Requirements
Active Property & Casualty (P&C) insurance license required
2+ years of experience in personal lines insurance sales or account servicing
Proven ability to meet or exceed sales goals for a book of business
Strong phone-based selling and negotiation skills
Solid understanding of personal lines products and endorsements
Excellent customer service skills, with the ability to handle claims inquiries and policy servicing tasks efficiently
Proficiency with agency management systems, quoting platforms, and Microsoft Office Suite
Detail-oriented approach with strong organizational and time-management abilities
Ability to multitask and prioritize competing demands in a fast-paced environment
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-TR2