Senior Account Manager jobs at The Jonus Group

At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and optimized. Ready to make a difference? Join us to start Caring. Connecting. Growing together Check below to see if you have what is needed for this opportunity, and if so, make an application asap. Serving one in five Medicare beneficiaries, UnitedHealthcare Medicare & Retirement is the largest business dedicated to the health and wellbeing needs of seniors and other Medicare beneficiaries. For more than three decades, UnitedHealthcare has served the health care coverage needs of Medicare beneficiaries, navigating through multiple evolutions of the Medicare program and growing to become the preferred choice of more beneficiaries than any other company. Today we remain committed to providing people with a choice of innovative health and well-being solutions that help them access the quality care they need and enjoy the superior experience they deserve. The role of this Market Sales Manager is vital in achieving this commitment to our members through their focus on innovative leadership, agent support and coaching, and accountability for growth and results in all distribution channels selling UnitedHealth Group portfolio of products offered to Medicare beneficiaries. If you are located in Seattle, WA, you will have the flexibility to work remotely* as you take on some tough challenges. Primary Responsibilities: Develop Others into a successful team aimed at increasing growth and market permeation by: Continually building and nurturing agents through educational support on product information, selling skills, systems, and processes at United Healthcare Actively engage in the management and coaching of agent performance by implementing successful start strategy and guiding agents through agent paths Monitor, coach, and train to compliant activity to ensure maximum member satisfaction and retention Influence and articulate brand ideals and messaging through collaborative engagement with agents and agencies in the development of effective and efficient business and marketing plans Leverage existing, and create new, agency partnerships to produce maximum market dispersion and lead utilization opportunities Facilitate Execution Plans by: Directing and executing strategic and systematic management to generate market level growth Fostering connections with community organizations to ensure agents have smooth tactical execution of events and meetings and fully utilize support functions and roles Actively tracking sales activity through the Field Leadership Portal and utilizing data to measure and drive sales activity Networking with professional organizations to create opportunities for referrals, partnerships, and other methods of engagement for both agents and members Utilizing competitive perspective and market knowledge to position United Healthcare as the carrier of choice Effectively and efficiently allocating enterprise resources to maximize growth and profitability Communicate Effectively and Manage Conflict by: Working collaboratively with others (both inside the sales unit as well as outside) to achieve goals Relate to others in an open and accepting manner and treat everyone with dignity and respect while focusing on inclusion and diversity to maximize team performance Keep others up to date on information, openly contributing ideas and fully understanding support decisions made by the team and the organization Lead with and model Achievement Drive by: Demonstrating the ability to meet or exceed performance standards in a timely manner Exhibiting attention to detail and ability to track/maintain various components/data elements required/needed (e.g. sales materials, files, etc.) Display a solid Growth Mindset by: Encouraging innovation and pioneering thinking whenever possible Using facts, sound judgment and application of business knowledge when making decisions within existing processes Quickly identifying and effectively resolving issues/problems in a way that supports the long-term goals of the organization yet meets the immediate needs of the situation You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: A state life/health insurance license is a requirement for this position by law. If you do not already have one, must be willing to obtain a (company-sponsored) state health/life insurance license within 60 days of hire 2+ years of sales, territory management, business development or related experience Proficient with technology resources (computers/mobile devices, Internet, social media platforms & networks, software applications, virtual presence, etc.) Proficiency in MS Office (Outlook, Word, Excel, PowerPoint, Teams) Ability to work Monday-Friday and outside core business hours, including evenings and weekends, per business needs Valid driver's license and good driving history Access to insured and reliable vehicle Travel up to 50% of the time within this local Seattle, WA market area Live in/within a commutable distance to Seattle, WA Preferred Qualifications: Active state health insurance license Experience managing/leading a team Experience selling Medicare or other Health Insurance Experience of giving presentations to all level leaders of organization including senior managers/executives Knowledge of social media platforms i.e. Instagram / Facebook etc. Bilingual Proven success exceeding company sales goals and deliverables *All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $75,000 to $160,000 annually based on full-time employment. This role is also eligible to receive bonuses based on sales performance. We comply with all minimum wage laws as applicable. #UHCPJ At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. xevrcyc Candidates are required to pass a drug test before beginning employment.

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

The Opportunity At M3, our Client Executives offer advice and advocacy that instills confidence in our clients to manage risk and fuel growth within their organizations. In this role, you'll be at the forefront of prospecting, soliciting, quoting, and closing new commercial insurance accounts. But that's not all - you'll also play a crucial role in nurturing and advising our existing clients. Working closely with our Sales Leadership, you'll set and strive towards specific sales goals and service standards, ensuring excellence every step of the way. The ideal candidate will have a strong understanding of insurance policies and coverages, the ability to identify and prospect potential clients, build relationships, and effectively communicate the value of insurance products and services. How You Will Make an Impact * Identify and cultivate insurance prospects by leveraging networking opportunities and establishing Centers of Influence. * Foster enduring relationships with clients, ensuring their ongoing satisfaction and loyalty through regular communication and expert advice. * Harness the power of satisfied clients to generate referrals, amplifying our reach and influence in the market. * Maintain Client information, continuously analyzing and optimizing our book of business for growth and profitability. * Collaborate with clients to guarantee coverage adequacy, orchestrating M3 resources as needed to fulfill their evolving needs. * Regularly review existing policy coverages, proactively seeking opportunities for enhancement and negotiating with carriers to ensure optimal outcomes. * Develop a personalized improvement plan, taking ownership of your growth journey and regularly enhancing technical and sales skills. * Effectively manage workload, appointments, and monthly sales goals with precision and organization. What You Will Need to Succeed * Bachelor's degree from a four-year college or university; OR * A minimum of four years of comprehensive experience within the insurance industry, either in an agency or company setting, OR * A minimum of four years of equivalent combined education and practical experience, preferably with a background in sales. * Possession of an advanced degree or recognized insurance designation is highly advantageous. * Proven capability to effectively oversee and manage a book of business. * Skilled in delivering compelling presentations tailored for high-level executives. * Exceptional interpersonal skills, facilitating seamless interaction with clients and colleagues alike. * Strong analytical acumen to assess complex scenarios and formulate strategic solutions. Join Us Join M3 and contribute to a team that values client support, effective communication, and quality assurance. Apply now to be a part of our dynamic Personal Lines team! Your role at M3 won't be about the boundaries presented in a job description - it's about the possibilities that you can envision once you walk through the doors on your first day. We're looking for people ready to take control of their career and excited to make a real impact with their position. Who We Are As an insurance broker, M3 helps you manage risk, purchase insurance, and provide benefits to your employees. We partner with clients on everything from property & casualty and employee benefits to personal lines, executive benefits, and employer-sponsored retirement plans. And, we're privately owned and independent which means we're doing what's best for our clients - not what's best for Wall Street or private equity. What Draws People to M3 Autonomy- Being able to work towards a common goal, but how you get there is an open book. Immediate Impact- Every M3er can make an impact, from day one in any role. Powered by Team- Be a part of a close-knit group of team members with whom you build trust and share responsibility. People- Every M3er is unique in their own way, M3 is a collection of unique achievers. At M3 Insurance experience the best of both worlds with our dynamic flexible work environment. Enjoy the flexibility to work remotely while still fostering collaboration and innovation in our office spaces. We prioritize work-life balance and empower our employees to thrive in a supportive and inclusive atmosphere. Benefits as an M3er Joining the M3 team means gaining access to a host of exceptional benefits and perks. Our benefits package is continuously evolving to cater to the needs of our team members. From flexible time-off and paid parental leave to employee appreciation events and volunteering opportunities, we prioritize the well-being and satisfaction of our employees. Additionally, our profit-sharing program ensures that every member of our team shares in the success of our organization. These enticing benefits showcase our commitment to nurturing and retaining top talent within our organization. Diversity, Equity & Inclusion M3 is building a culture focused on learning and progression, where M3ers are empowered by education, inclusive conversations, and real action that supports the future we envision. Equal Employment Opportunity M3 is committed to providing equal employment opportunity for all qualified individuals regardless of their age, sex, color, race, creed, national origin or ancestry, religion, marital status, military status, sexual orientation, disability/handicap, family responsibilities, non-relevant arrest or conviction records, or any other basis protected by law. In addition, we are committed to fully observing all relevant non-discrimination laws, including those regarding veterans' status, and will make reasonable accommodations for otherwise qualified individuals as appropriate. This commitment is reflected in all M3's practices and policies regarding hiring, training, promotions, transfers, rates of pay, and layoff, as well as in all forms of compensation, granting leaves of absence and in any other conditions of employment. All matters relating to employment are based upon ability to perform the job. In the best interests of M3 and all of its employees, every employee is to make every effort to avoid bias or prejudice in the workplace with regard to the above categories.

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

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

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

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

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

Join Our Dynamic Insurance Team - Unlock Your Potential! Are you ready to take control of your future and build a career in one of the most stable and lucrative industries? We are seeking driven individuals to join our thriving insurance team, where you'll receive top-tier training, support, and unlimited income potential. NOW HIRING: ✅ Licensed Life & Health Agents ✅ Unlicensed Individuals (We'll guide you through the licensing process!) We're looking for our next leaders-those who want to build a career or an impactful part-time income stream. Is This You? ✔ Willing to work hard and commit for long-term success? ✔ Ready to invest in yourself and your business? ✔ Self-motivated and disciplined, even when no one is watching? ✔ Coachable and eager to learn? ✔ Interested in a business that is both recession- and pandemic-proof? If you answered YES to any of these, keep reading! Why Choose Us? 💼 Work from anywhere - full-time or part-time, set your own schedule. 💰 Uncapped earning potential - Part-time: $40,000 - $60,000 /month | Full-time: $70,000 - $150,000+++/month. 📈 No cold calling - You'll only assist individuals who have already requested help. ❌ No sales quotas, no pressure, no pushy tactics. 🧑 🏫 World-class training & mentorship - Learn directly from top agents. 🎯 Daily pay from the insurance carriers you work with. 🎁 Bonuses & incentives - Earn commissions starting at 80% (most carriers) + salary 🏆 Ownership opportunities - Build your own agency (if desired). 🏥 Health insurance available for qualified agents. 🚀 This is your chance to take back control, build a rewarding career, and create real financial freedom. 👉 Apply today and start your journey in financial services! ( Results may vary. Your success depends on effort, skill, and commitment to training and sales systems. )

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

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

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

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

Company:Marsh McLennan AgencyDescription: The Client Executive - Commercial Lines position is responsible for assisting Sales Executives in securing new business and in retaining renewal business for the agency on select accounts determined by premium size or complexity. Principal Duties and Responsibilities Responsible for the oversight and coordination of new business exposure analysis; coverage program design and marketing submission; workflows leading to bound coverage; and implementation of service plan elements for select new business opportunities Proactively working renewals by contacting the client 120 days out; completing account checklists; gathering updated information; revising program design as appropriate; and preparing complete renewal specifications for marketing. Maintaining contact and collaborate with internal (Sales Executives, Account Managers, Department Heads, Marketing personnel, Loss Control personnel) and external (Clients and Insurance Companies) parties Main point of contact for select clients - review current coverages and/or contractual requirements and provide guidance on appropriate changes; coordinate/provide claims reviews; inform/educate client on exclusions and exposures, and perform contract reviews and advise clients on insurance and indemnification Relationship building with the client and the appropriate client team members Prescribing , planning , and implementing appropriate risk management services for assigned accounts Review and update applications and general information (attachments, activities, follow-up) into the agency management system for assigned books of business Planning, preparing and implementing stewardship meetings, where applicable Process, delegate and/or oversee audits, proposals and policy checking Conduct all business in accordance with established policies and procedures Regularly attends client meetings on or off site Other duties as assigned Qualifications 5 - 7 years in commercial lines insurance P&C License, required Exceptional customer service and interpersonal skills, required Some college, a plus, not required Strong analytical aptitude and commitment to accuracy Proficiency in Microsoft Office 365, required #MMAWest #LI-DNI

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

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

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

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

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