Client Manager jobs at The Plexus Groupe - 212 jobs

The Client Relationship Manager has full command of their aligned market, serving as a direct resource for Key Business Partner Account Management Teams. Responsibilities include but are not limited to: providing a highly personalized client and broker experience dedicated to educating contacts and brokers on coverage and the tools and resources that are available to them, assisting with all day to day requests and service escalations, claim and benefit inquiries, billing and invoice questions, payment verification, generating reports, general guidance with compliance related matters, collaboration with internal departments, group set-up support and ancillary services implementation. The position is responsible for the overall client satisfaction of their assigned account. ESSENTIAL FUNCTIONS Serves as primary point of contact between the Key Business Partner Account Management, Sales, Agents/Brokers, Employer Groups and various Allied departments to provide oversight of plan administration. Represents Allied at business functions to promote positive image of the company Maintains and has ownership of a block of key accounts Monitors overall customer experience of individual book of business including call metrics, claim account metrics and performance guarantees to improve client and customer satisfaction. Strong understanding of New Business and Reissue submission paperwork received from BPO Clients to ensure plan details are communicated correctly to the BPO Core Group and for Customer Service Questions. Cultivates strong, productive, and influential relationships with Key Business Partners, driving retention and new business growth. Support facilitation of the renewal of existing cases by management of overall service and maintaining service level expectations. Client facing providing support during onboarding process and is capable of independently resolving issues while improving the overall client experience Fosters a sense of urgency and commitment to achieve goals resulting in the ability to influence the organization to meet and exceed customer expectations Executes effective resolutions for escalated client issues including root cause analysis to mitigate future concerns Executes effective resolutions for routine problems (i.e., billing, employer and member concerns, etc.) by working with the appropriate departments and the client to ensure resolution. Partners with Senior staff to proactively address critical issues. Troubleshoot, identify, and improve internal processes with various Allied departments. Collaborates with the Allied Compliance team to stay up to date on all compliance and regulation topics. Provide communication to clients regarding ACA compliance Provide Administrative Procedures and website training Produce and analyze Ad Hoc reporting when requested Demonstrates Excellent interpersonal communication skills, both written and verbal, with the ability to tailor messages to the appropriate audience Demonstrates strength and understanding of all workflows and business processes to execute the overall service strategy for BPO Clients. Other duties as assigned. EDUCATION Bachelor's degree or equivalent work experience required. Producer's license preferred. EXPERIENCE AND SKILLS 3-5 years Group Health Insurance/Benefits experience required, preferably in an Account Management or client facing role Excellent verbal and written communication skills. Excellent sales and customer service skills. Proficient with Microsoft Office Suite or related software. Ability to prioritize tasks and to delegate them when appropriate. Ability to function well in a high-paced and at times stressful environment. Strong sense of urgency Excellent time management skills with a proven ability to meet deadlines. Strong analytical and problem-solving skills. Self-starter with ability to be proactive and take independent action. Strong critical thinking skills. Team player and good listener. POSITION COMPETENCIES Job Knowledge Time Management Accountability Communication Initiative Customer Focus PHYSICAL DEMANDS This is an office environment requiring extended sitting and computer work WORK ENVIRONMENT Remote Here at Allied, we believe that great talent can thrive from anywhere. Our remote friendly culture offers flexibility and the comfort of working from home, while also ensuring you are set up for success. To support a smooth and efficient remote work experience, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 100Mbps download/25Mbps upload. Reliable internet service is essential for staying connected and productive. The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. Compensation is not limited to base salary. Allied values our Total Rewards, and offers a competitive Benefit Package including, but not limited to, Medical, Dental, Vision, Life & Disability Insurance, Generous Paid Time Off, Tuition Reimbursement, EAP, and a Technology Stipend. Allied reserves the right to amend, change, alter, and revise, pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to the position you understand that the specific pay range is contingent upon meeting the qualification and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role. Protect Yourself from Hiring Scams Important Notice About Our Hiring Process To keep your experience safe and transparent, please note: All interviews are conducted via video. No job offer will ever be made without a video interview with Human Resources and/or the Hiring Manager. If someone contacts you claiming to represent us and offers a position without a video interview, it is not legitimate. We never ask for payment or personal financial information during the hiring process. For your security, please verify all job opportunities through our official careers page: Current Career Opportunities at Allied Benefit Systems Your security matters to us-thank you for helping us maintain a fair and trustworthy process!

GENERAL DESCRIPTION (Summary, Scope, Purpose) The primary function of this position is to serve as support to assigned existing lenders for day-to-day needs. About HUB: HUB Financial Services stands out as an industry leader in effectively managing lending risk associated with loan-level collateral for financial institutions. Whether you're dealing with real estate owned, residential real estate, commercial real estate, auto, watercraft, RV, powersport, or equipment portfolios, our outsourced insurance tracking, blanket, and impairment programs are designed to address lending risk comprehensively. Our commitment to tailoring solutions means we create a unique strategy for each client and portfolio. Why Choose HUB? Throughout our network of more than 500 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and providing continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to serve our valued clients better. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. ESSENTIAL DUTIES AND RESPONSIBILITIES * Train/support all assigned lenders. * Provide daily support to assigned existing lenders. * Respond promptly and professionally to lender inquiries * Resolve service problems by clarifying the customer's complaint, determining the cause, and offering solutions. * Client relationship management. * Manage all details associated with a new lender at go live. * Follow up with customers to ensure resolution and satisfaction. * Collaborate with other departments to ensure customer needs are met. * Escalate complex issues to appropriate internal teams when necessary. The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES: * Excellent judgment and discretion with lenders and staff. * Capacity to handle more than one task at a time. * Flexibility to handle new projects and tasks. * Eagerly promote the HUB culture with our lenders and our staff. * Ability to handle existing and new tasks independently. * Outstanding follow-up skills enabling a timely response to lenders' needs. * Strong organizational skills. * Keen attention to detail. * Outstanding written and oral communication skills. LICENSING OR CERTIFICATION REQUIREMENTS * None required BENEFITS * HSA and PPO Medical plans available through BlueCross BlueShield of Illinois (BSBCSIL) * FSA available * Dental plans through BCBSIL * Vision insurance through VSP * Employer paid Short Term Disability * 5 Weeks of Paid Parental Leave * Employer paid Life Insurance - 2x your salary * 401k -Company matching * 10 paid Holidays * Floating Holidays and Personal days * Accrue Vacation and Sick time from day 1 * Tuition Reimbursement All full-time employees working 30+ hours a week are eligible for benefits. Benefits are effective the first of the month, following their first 30 days. PHYSICAL DEMANDS Work Location: Remote opportunity Schedule: Monday-Friday 8:00am-5:00pm CT with an hour lunch. Working Conditions: * Frequent use of computer monitors, keyboard, and mouse * Extended viewing of multiple screens for seven or more hours a day. * Extended periods of sitting. YOU WILL NEED * A safe home office or quiet workspace with high speed and reliable internet connectivity All duties and responsibilities outlined in this position are considered essential job functions, and reasonable accommodations will be made to enable individuals with disabilities to perform them. The requirements listed represent the minimum knowledge, skills, and abilities necessary to perform the job proficiently. This description is not exhaustive, and employees may be required to perform other job-related duties as assigned by their supervisor, subject to reasonable accommodation. To perform this job successfully, the incumbent must meet the qualifications and perform each essential duty satisfactorily. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, or local law. If the position requires licensing or certification, the incumbent must maintain compliance with all continuing education and other requirements. Department Account Management & Service Required Experience: 5-7 years of relevant experience Required Travel: Negligible Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Job DescriptionAbout The Strickland Group The Strickland Group is a family-driven, vision-first financial services agency backed by one of the largest insurance organizations in the country. Our mission is simple: serve people, create leaders, and leave families better than we found them. We leverage modern technology, AI-assisted systems, and real human connection to help families protect their future while giving our partners a clear pathway to income growth, leadership, and ownership. This is not a traditional job. It is an opportunity to build a business within a proven platform. Why This Role Is Different This role is 100% commission-based with uncapped earning potential. There is no cold calling. You will work with warm, qualified prospects who have requested information. Training, mentorship, and systems are provided to support your growth from day one. Many of our top leaders started part-time and transitioned into full-time roles as their income grew. Responsibilities • Consult with clients virtually via Zoom or phone • Educate families on financial protection strategies • Follow up with warm leads and client requests • Use company CRM and systems to manage workflow • Provide a professional, service-first client experience • Attend weekly virtual trainings and development calls • Meet activity and performance benchmarks • Grow into leadership roles if desired • Maintain licensing and compliance standards Qualifications • Strong communication skills • Coachable mindset • Self-motivated and disciplined • Comfortable working remotely • Sales, customer service, or leadership experience preferred (not required) • Must be willing to obtain a state insurance license (training provided) Compensation & Growth • 100% commission-based • Weekly and daily pay options available • Performance-based promotions • Leadership and agency ownership track • Flexible schedule (part-time or full-time) • Remote - work from anywhere Our Culture We believe wealth is built through education, consistency, and leadership. We are committed to helping individuals break cycles, create options, and build something meaningful for their families. Hiring nationwide. Full-time and part-time opportunities available.

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

The CE is responsible for understanding client needs, developing tailored insurance solutions, and driving business growth through managing and expanding existing client relationships. The CE will generally act as a primary point of contact for clients, ensuring a high level of satisfaction and loyalty. Essential Functions: * Independently initiate, maintain, and enhance relationships with carriers, including regular in-person contact. * Initiate, maintain, and enhance relationships with existing retail clients and prospects, including regular in-person contact, often accompanied by your broker or senior team members. * Identify opportunities to expand services within existing accounts and retail relationships, driving business growth and client satisfaction. * Stay informed about market appetites/capabilities, market trends, regulatory changes, and emerging risks to provide strategic advice to clients. * Manage the marketing of both basic and complex accounts by preparing submissions, approaching carriers for quotes, and negotiating coverage; requiring little to no support from senior members of the team. * Meet and exceed client expectations throughout the submission process by managing client coverage goals, priorities, and overall expectations. * Solicit timely and substantive responses to submissions and effectively negotiate pricing and terms with underwriters, providing frequent and transparent updates to clients. * Gather and develop complete loss summaries and analysis, as needed. * Prepare superior-quality, error-free submissions, and effectively present this information to underwriters both verbally and in written form. * Identify and correct inconsistencies or errors in relevant documents and promptly correct/clarify the same with the client and/or underwriter. * Ultimately responsible for the quality, timeliness, and accuracy of quotes, binders, checklists, and other marketing file documentation for accounts they handle or oversee. * Meet quality measurement goals and procedures by following internal Quality Management System (QMS) standards. * Ensure all transactions comply with regulatory requirements and company policies, maintaining accurate records. * Facilitate clear communication of coverage terms and all other information between clients and underwriters, ensuring the delivered policy aligns with client expectations. Other Responsibilities: * Collaborate with the Practice Group and broker team to effectively disseminate relevant information, foster continuous improvement and innovation, and actively contribute to the enhancement of the company's reputation. * Use experience to proactively suggest ways to improve efficiencies, client deliverables, etc. * Provide training and ongoing guidance to Production Assistants, Production Associates, Associate Brokers, and/or Senior Associate Brokers, supporting their professional growth and development. * Work closely with Broker in identifying projects where skills, experience, and knowledge can be utilized effectively. * Perform other work-related duties as assigned by broker and/or management. * Prepare and present seminars or sales presentations and/or continuing education classes as required. Position Requirements Education, Experience and Skills Required: * Typically, 5 to 15 years of relevant insurance experience. * Property & Casualty and Surplus Lines Licenses (as required by state). * Exceptional organizational, follow-up, communication, and interpersonal skills. * Exceptional analytical skills to accurately define problems, gather and interpret relevant data, establish key facts, and draw well-founded conclusions efficiently. * Proactive approach to problem-solving, exhibiting good listening skills and a willingness to support others. * Ability to manage multiple priorities and deadlines effectively. * Exceptional negotiation skills with the ability to influence and persuade stakeholders at all levels. * Able to effectively interact with and adapt to diverse personality and communication styles. * Flexibility in work schedule and ability to adapt to changing demands of the position. * Independently manages time to get the job done with minimal supervision. * Intermediate skill level in PC software (Word, Excel and other software, as required). Category Insurance Location Houston Office About the Organization Brown & Riding is a wholesale insurance brokerage committed to our Mission, Culture, and Values. Our Mission: To achieve the best results for our clients by setting the standard of excellence for the wholesale insurance brokerage industry, and build a great firm that attracts, develops, inspires, and retains outstanding people. Our Culture: Makes us unique and a formidable competitor in the marketplace. It allows our clients, markets, and people to build and enjoy an entirely new wholesale experience. Our Values: Our organizing principles. They ground us and provide guidance in the face of adversity. Brown & Riding stands for: TEAMWORK, QUALITY, and PROFESSIONALISM. Exempt/Non-Exempt Exempt

The CE is responsible for understanding client needs, developing tailored insurance solutions, and driving business growth through managing and expanding existing client relationships. The CE will generally act as a primary point of contact for clients, ensuring a high level of satisfaction and loyalty. Essential Functions: Independently initiate, maintain, and enhance relationships with carriers, including regular in-person contact. Initiate, maintain, and enhance relationships with existing retail clients and prospects, including regular in-person contact, often accompanied by your broker or senior team members. Identify opportunities to expand services within existing accounts and retail relationships, driving business growth and client satisfaction. Stay informed about market appetites/capabilities, market trends, regulatory changes, and emerging risks to provide strategic advice to clients. Manage the marketing of both basic and complex accounts by preparing submissions, approaching carriers for quotes, and negotiating coverage; requiring little to no support from senior members of the team. Meet and exceed client expectations throughout the submission process by managing client coverage goals, priorities, and overall expectations. Solicit timely and substantive responses to submissions and effectively negotiate pricing and terms with underwriters, providing frequent and transparent updates to clients. Gather and develop complete loss summaries and analysis, as needed. Prepare superior-quality, error-free submissions, and effectively present this information to underwriters both verbally and in written form. Identify and correct inconsistencies or errors in relevant documents and promptly correct/clarify the same with the client and/or underwriter. Ultimately responsible for the quality, timeliness, and accuracy of quotes, binders, checklists, and other marketing file documentation for accounts they handle or oversee. Meet quality measurement goals and procedures by following internal Quality Management System (QMS) standards. Ensure all transactions comply with regulatory requirements and company policies, maintaining accurate records. Facilitate clear communication of coverage terms and all other information between clients and underwriters, ensuring the delivered policy aligns with client expectations. Other Responsibilities: Collaborate with the Practice Group and broker team to effectively disseminate relevant information, foster continuous improvement and innovation, and actively contribute to the enhancement of the company's reputation. Use experience to proactively suggest ways to improve efficiencies, client deliverables, etc. Provide training and ongoing guidance to Production Assistants, Production Associates, Associate Brokers, and/or Senior Associate Brokers, supporting their professional growth and development. Work closely with Broker in identifying projects where skills, experience, and knowledge can be utilized effectively. Perform other work-related duties as assigned by broker and/or management. Prepare and present seminars or sales presentations and/or continuing education classes as required.

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! LOCATION: Dallas, TX This role requires a hybrid work schedule out of our Dallas, TX office. SUMMARY: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Overview: The Employee Benefits Client Manager (CM) works with the Producer or Client Executive (CE) to implement a client's employee benefits strategy and service the account. The CM is responsible for marketing as well as day-to-day client management and support. The CM's responsibilities include plan marketing, analysis of renewal designs and alternatives, preparing communication materials, conducting open enrollment meetings, collecting and preparing compliance materials, and servicing the day-to-day needs of the client. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Serve as day-to-day client contact and manage escalated issues * Facilitate/lead ongoing monthly/biweekly client calls * Analyze client health & welfare plans utilizing competitive benchmarking, valuation modeling and market research with input from Client Executive and/or Producer * Review, analyze & present to client RFP results * Review and analyze historical open enrollment results & claims data for client * Maintain/manage client activity per client calendar & monitor client's quarterly reporting * Oversee creation and tracking of RFPs * Schedule client meetings * Attend all meetings and events for clients * Maintain relationship day-to-day contact with carriers * Schedule and prepare for pre-renewal strategy meetings with internal teams * Review carrier's annual reports and schedule annual review meetings with carriers * Create client presentations * Manage implementation plans * Manage implementation biweekly calls * Review implementation documents * Manage open enrollment meetings as requested by client * Create communication strategy for clients * Coordinate creation of materials with service team and/or C&E team * Provide quality review on all client communications * Provide technical review for client benefit administration portals * Create ad hoc reports for clients as needed * QA TX EB Team projects/work * Present strategic initiatives to Client Executive and Producer for consideration * Perform special projects as assigned KEY COMPETENCIES: * Full knowledge of Employee Benefits lines of coverage and services. * Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher and Excel; * Strong attention to detail and time management abilities. * Strong ability to multi-task and assign priorities. * Ability to work effectively and efficiently both with and without direct supervision. * Ability to work effectively and efficiently in a team environment as well as independently. * Strong interpersonal communication skills, both written and oral. EDUCATION and/or EXPERIENCE: * High school diploma; college degree preferred. * Two or more years' experience with a benefits consulting or brokerage firm, or comparable experience with a medical carrier. * Must have working knowledge of a variety of Microsoft Office computer software applications to include Excel, Word, and presentation software. * Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. * Must have a high level of interpersonal skills to handle sensitive and confidential situations. The position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: * Texas Life and Health License within 90 days of hire. * Valid Driver License. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required. WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk. 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 JOIN EPIC? * Ranked #17 Top 100 Largest U.S. Broker by Business Insurance * Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!). 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. #LI-MS2

The CE is responsible for understanding client needs, developing tailored insurance solutions, and driving business growth through managing and expanding existing client relationships. The CE will generally act as a primary point of contact for clients, ensuring a high level of satisfaction and loyalty. Essential Functions: * Independently initiate, maintain, and enhance relationships with carriers, including regular in-person contact. * Initiate, maintain, and enhance relationships with existing retail clients and prospects, including regular in-person contact, often accompanied by your broker or senior team members. * Identify opportunities to expand services within existing accounts and retail relationships, driving business growth and client satisfaction. * Stay informed about market appetites/capabilities, market trends, regulatory changes, and emerging risks to provide strategic advice to clients. * Manage the marketing of both basic and complex accounts by preparing submissions, approaching carriers for quotes, and negotiating coverage; requiring little to no support from senior members of the team. * Meet and exceed client expectations throughout the submission process by managing client coverage goals, priorities, and overall expectations. * Solicit timely and substantive responses to submissions and effectively negotiate pricing and terms with underwriters, providing frequent and transparent updates to clients. * Gather and develop complete loss summaries and analysis, as needed. * Prepare superior-quality, error-free submissions, and effectively present this information to underwriters both verbally and in written form. * Identify and correct inconsistencies or errors in relevant documents and promptly correct/clarify the same with the client and/or underwriter. * Ultimately responsible for the quality, timeliness, and accuracy of quotes, binders, checklists, and other marketing file documentation for accounts they handle or oversee. * Meet quality measurement goals and procedures by following internal Quality Management System (QMS) standards. * Ensure all transactions comply with regulatory requirements and company policies, maintaining accurate records. * Facilitate clear communication of coverage terms and all other information between clients and underwriters, ensuring the delivered policy aligns with client expectations. Other Responsibilities: * Collaborate with the Practice Group and broker team to effectively disseminate relevant information, foster continuous improvement and innovation, and actively contribute to the enhancement of the company's reputation. * Use experience to proactively suggest ways to improve efficiencies, client deliverables, etc. * Provide training and ongoing guidance to Production Assistants, Production Associates, Associate Brokers, and/or Senior Associate Brokers, supporting their professional growth and development. * Work closely with Broker in identifying projects where skills, experience, and knowledge can be utilized effectively. * Perform other work-related duties as assigned by broker and/or management. * Prepare and present seminars or sales presentations and/or continuing education classes as required. Position Requirements Education, Experience and Skills Required: * Typically, 5 to 15 years of relevant insurance experience. * Property & Casualty and Surplus Lines Licenses (as required by state). * Exceptional organizational, follow-up, communication, and interpersonal skills. * Exceptional analytical skills to accurately define problems, gather and interpret relevant data, establish key facts, and draw well-founded conclusions efficiently. * Proactive approach to problem-solving, exhibiting good listening skills and a willingness to support others. * Ability to manage multiple priorities and deadlines effectively. * Exceptional negotiation skills with the ability to influence and persuade stakeholders at all levels. * Able to effectively interact with and adapt to diverse personality and communication styles. * Flexibility in work schedule and ability to adapt to changing demands of the position. * Independently manages time to get the job done with minimal supervision. * Intermediate skill level in PC software (Word, Excel and other software, as required). Category Insurance Location Dallas Office About the Organization Brown & Riding is a wholesale insurance brokerage committed to our Mission, Culture, and Values. Our Mission: To achieve the best results for our clients by setting the standard of excellence for the wholesale insurance brokerage industry, and build a great firm that attracts, develops, inspires, and retains outstanding people. Our Culture: Makes us unique and a formidable competitor in the marketplace. It allows our clients, markets, and people to build and enjoy an entirely new wholesale experience. Our Values: Our organizing principles. They ground us and provide guidance in the face of adversity. Brown & Riding stands for: TEAMWORK, QUALITY, and PROFESSIONALISM. Exempt/Non-Exempt Exempt

The CE is responsible for understanding client needs, developing tailored insurance solutions, and driving business growth through managing and expanding existing client relationships. The CE will generally act as a primary point of contact for clients, ensuring a high level of satisfaction and loyalty. Essential Functions: Independently initiate, maintain, and enhance relationships with carriers, including regular in-person contact. Initiate, maintain, and enhance relationships with existing retail clients and prospects, including regular in-person contact, often accompanied by your broker or senior team members. Identify opportunities to expand services within existing accounts and retail relationships, driving business growth and client satisfaction. Stay informed about market appetites/capabilities, market trends, regulatory changes, and emerging risks to provide strategic advice to clients. Manage the marketing of both basic and complex accounts by preparing submissions, approaching carriers for quotes, and negotiating coverage; requiring little to no support from senior members of the team. Meet and exceed client expectations throughout the submission process by managing client coverage goals, priorities, and overall expectations. Solicit timely and substantive responses to submissions and effectively negotiate pricing and terms with underwriters, providing frequent and transparent updates to clients. Gather and develop complete loss summaries and analysis, as needed. Prepare superior-quality, error-free submissions, and effectively present this information to underwriters both verbally and in written form. Identify and correct inconsistencies or errors in relevant documents and promptly correct/clarify the same with the client and/or underwriter. Ultimately responsible for the quality, timeliness, and accuracy of quotes, binders, checklists, and other marketing file documentation for accounts they handle or oversee. Meet quality measurement goals and procedures by following internal Quality Management System (QMS) standards. Ensure all transactions comply with regulatory requirements and company policies, maintaining accurate records. Facilitate clear communication of coverage terms and all other information between clients and underwriters, ensuring the delivered policy aligns with client expectations. Other Responsibilities: Collaborate with the Practice Group and broker team to effectively disseminate relevant information, foster continuous improvement and innovation, and actively contribute to the enhancement of the company's reputation. Use experience to proactively suggest ways to improve efficiencies, client deliverables, etc. Provide training and ongoing guidance to Production Assistants, Production Associates, Associate Brokers, and/or Senior Associate Brokers, supporting their professional growth and development. Work closely with Broker in identifying projects where skills, experience, and knowledge can be utilized effectively. Perform other work-related duties as assigned by broker and/or management. Prepare and present seminars or sales presentations and/or continuing education classes as required.

Job Responsibilities and Requirements Assume overall responsibility for managing dedicated client accounts ranging from 100 to 499 lives. This role is the main contact for the client for ongoing service and is the customer's resource for consultative advice on contracts, plan structure, financial and renewal questions, escalation of claim issues and other administrative aspects of their plan. Account Management * During implementation, collaborates with the implementation team to understand the sold case parameters up front, so they may be engaged as necessary throughout implementation. Stays informed throughout the implementation so there is a smooth transition to this position after implementation. * Understand client business, issues, and needs through required proactive face-to-face client visits and proactive phone contact; builds, maintains, and manages positive ongoing client relationship. * Provides continual education to client on Reliance processes, policies, and procedures, including web-site services and navigation. Keep client and broker/consultants apprised of product and service enhancements. * Responsible for oversight, monitoring and compliance with any performance guarantees on assigned cases. * Work closely with billing, underwriting, claims, and other internal departments to facilitate smooth operational functions. Must maintain thorough knowledge of all service activities associated with assigned clients. Must present complete understanding of all issues to client to ensure a seamless client experience. * Understands, interprets and can clearly deliver Claims Experience Reporting and data to clients. Sales * Collaborates with sales representative to identify up-sell/cross-sell opportunities on assigned accounts; builds re-enrollment strategies for their clients. * Collaborates with sales representative and coordinates and negotiates renewal for assigned cases with sales & underwriting; communicates clients' needs, issues, risks, and opportunities; prepares and presents renewal to client. * If required, reviews RFPs and actively participate with the sales representative in finalist presentations - on an as needed base only. Administrative * Utilize the best practices and follow standard operating procedures. Also, identify internal process, policy, procedure or technology issues that may be adversely impacting client satisfaction. Work with Regional Service Manager to identify and implement solutions. Required Knowledge, Skills, Abilities and/or Related Experience * Associates Degree (AS/AA), Bachelors Preferred * At least 2 years of group insurance experience servicing accounts and/or account management * Demonstrated exceptional customer service acumen, strong consulting/negotiation/leadership skills, deep product/maintenance knowledge (including plan designs, funding, banking, etc.) with a high degree of operational effectiveness. The position must balance the needs of the client with that of the business * Demonstrated success in managing key brokers/consultants * Strong communication, facilitation, and presentation skills * Strong consultative, negotiation, persuasion and influencing skills - sales orientation * Knowledge of group insurance, products, contracts, and services * Understanding of state regulations applying to group plans * Knowledge of underwriting principles and practices * Ability to build and maintain collaborative working relationships at all levels * Planning and organization skills, multi-tasking * Proven financial aptitude/analytical skills * Ability to adapt to change * Ability to work independently * Computer proficiency in Excel, Word and PowerPoint * Ability to represent Reliance in a professional manner Ability to Travel: Up to 25% The expected hiring range for this position is $63,540.00 - $79,440.00 annually for work performed in the primary location (St. Louis, MO). This expected hiring range covers only base pay and excludes any other compensation components such as commissions or incentive awards. The successful candidate's starting base pay will be based on several factors including work location, job-related skills, experience, qualifications, and market conditions. These ranges may be modified in the future. Work location may be flexible if approved by the Company. What We Offer At Reliance Matrix, we believe that fostering an inclusive culture allows us to realize more of our potential. And we can't do this without our most important asset-you. That is why we offer a competitive pay package and a range of benefits to help team members thrive in their financial, physical, and mental wellbeing. Our Benefits: * An annual performance bonus for all team members * Generous 401(k) company match that is immediately vested * A choice of three medical plans (that include prescription drug coverage) to suit your unique needs. For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account * Multiple options for dental and vision coverage * Company provided Life & Disability Insurance to ensure financial protection when you need it most * Family friendly benefits including Paid Parental Leave & Adoption Assistance * Hybrid work arrangements for eligible roles * Tuition Reimbursement and Continuing Professional Education * Paid Time Off - new hires start with at least 20 days of PTO per year in addition to nine company paid holidays. As you grow with us, your PTO may increase based on your level within the company and years of service. * Volunteer days, community partnerships, and Employee Assistance Program * Ability to connect with colleagues around the country through our Employee Resource Group program Our Values: * Integrity * Empowerment * Compassion * Collaboration * Fun EEO Statement Reliance Matrix is an equal opportunity employer. We adhere to a policy of making employment decisions without regard to race, color, religion, sex, national origin, citizenship, age or disability, or any other classification or characteristic protected by federal or state law or regulation. We assure you that your opportunity for employment depends solely on your qualifications. #LI-Hybrid #LI-MR2

Job Responsibilities and Requirements Assume overall responsibility for managing dedicated client accounts ranging from 100 to 499 lives. This role is the main contact for the client for ongoing service and is the customer's resource for consultative advice on contracts, plan structure, financial and renewal questions, escalation of claim issues and other administrative aspects of their plan. Account Management * During implementation, collaborates with the implementation team to understand the sold case parameters up front, so they may be engaged as necessary throughout implementation. Stays informed throughout the implementation so there is a smooth transition to this position after implementation. * Understand client business, issues, and needs through required proactive face-to-face client visits and proactive phone contact; builds, maintains, and manages positive ongoing client relationship. * Provides continual education to client on Reliance processes, policies, and procedures, including web-site services and navigation. Keep client and broker/consultants apprised of product and service enhancements. * Responsible for oversight, monitoring and compliance with any performance guarantees on assigned cases. * Work closely with billing, underwriting, claims, and other internal departments to facilitate smooth operational functions. Must maintain thorough knowledge of all service activities associated with assigned clients. Must present complete understanding of all issues to client to ensure a seamless client experience. * Understands, interprets and can clearly deliver Claims Experience Reporting and data to clients. Sales * Collaborates with sales representative to identify up-sell/cross-sell opportunities on assigned accounts; builds re-enrollment strategies for their clients. * Collaborates with sales representative and coordinates and negotiates renewal for assigned cases with sales & underwriting; communicates clients' needs, issues, risks, and opportunities; prepares and presents renewal to client. * If required, reviews RFPs and actively participate with the sales representative in finalist presentations - on an as needed base only. Administrative * Utilize the best practices and follow standard operating procedures. Also, identify internal process, policy, procedure or technology issues that may be adversely impacting client satisfaction. Work with Regional Service Manager to identify and implement solutions. Required Knowledge, Skills, Abilities and/or Related Experience * Associates Degree (AS/AA), Bachelors Preferred * At least 2 years of group insurance experience servicing accounts and/or account management * Demonstrated exceptional customer service acumen, strong consulting/negotiation/leadership skills, deep product/maintenance knowledge (including plan designs, funding, banking, etc.) with a high degree of operational effectiveness. The position must balance the needs of the client with that of the business * Demonstrated success in managing key brokers/consultants * Strong communication, facilitation, and presentation skills * Strong consultative, negotiation, persuasion and influencing skills - sales orientation * Knowledge of group insurance, products, contracts, and services * Understanding of state regulations applying to group plans * Knowledge of underwriting principles and practices * Ability to build and maintain collaborative working relationships at all levels * Planning and organization skills, multi-tasking * Proven financial aptitude/analytical skills * Ability to adapt to change * Ability to work independently * Computer proficiency in Excel, Word and PowerPoint * Ability to represent Reliance in a professional manner Ability to Travel: Up to 25% The expected hiring range for this position is $63,540.00 - $79,440.00 annually for work performed in the primary location (St. Louis, MO). This expected hiring range covers only base pay and excludes any other compensation components such as commissions or incentive awards. The successful candidate's starting base pay will be based on several factors including work location, job-related skills, experience, qualifications, and market conditions. These ranges may be modified in the future. Work location may be flexible if approved by the Company. What We Offer At Reliance Matrix, we believe that fostering an inclusive culture allows us to realize more of our potential. And we can't do this without our most important asset-you. That is why we offer a competitive pay package and a range of benefits to help team members thrive in their financial, physical, and mental wellbeing. Our Benefits: * An annual performance bonus for all team members * Generous 401(k) company match that is immediately vested * A choice of three medical plans (that include prescription drug coverage) to suit your unique needs. For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account * Multiple options for dental and vision coverage * Company provided Life & Disability Insurance to ensure financial protection when you need it most * Family friendly benefits including Paid Parental Leave & Adoption Assistance * Hybrid work arrangements for eligible roles * Tuition Reimbursement and Continuing Professional Education * Paid Time Off - new hires start with at least 20 days of PTO per year in addition to nine company paid holidays. As you grow with us, your PTO may increase based on your level within the company and years of service. * Volunteer days, community partnerships, and Employee Assistance Program * Ability to connect with colleagues around the country through our Employee Resource Group program Our Values: * Integrity * Empowerment * Compassion * Collaboration * Fun EEO Statement Reliance Matrix is an equal opportunity employer. We adhere to a policy of making employment decisions without regard to race, color, religion, sex, national origin, citizenship, age or disability, or any other classification or characteristic protected by federal or state law or regulation. We assure you that your opportunity for employment depends solely on your qualifications. #LI-Hybrid #LI-MR2

The Opportunity: The Client Executive will develop and grow a client book of business. This includes management and retention of current clients and proactively identifying new business opportunities within the Hylant Real Estate Practice. In This Opportunity You Will Execute On: Establish sales development plans to originate business with new real estate clients. Build and maintain a book of business and incrementally grow the book each year. Actively generate sales leads through regular prospecting, cold calls, networking, account rounding, cross selling with other departments, and pursuing miscellaneous sales leads Develop, maintain, and expand relationships with new and existing customers. Understand requirements for new and existing customers; identify and anticipate needs and provide Hylant solutions to meet these needs. Schedule and conduct sales presentations with potential customers for new business. Manage the client renewal process; identify opportunities to cross sell and upsell based on client needs. Manage a book of business focusing on client strategy, growth and retention. Strengthen the firm's relationships with existing clients and drive continuous improvements with an ultimate focus on business growth and retention. Represent Hylant at commercial real estate industry events. Manage negotiations on all commission and fee arrangements in accordance with standard pricing guidelines (exceptions require management pre-approval). Perform other duties and special projects as requested. In This Role You Will Need: Bachelor's degree or equivalent combination of education and work experience. A minimum of 2 years of relevant insurance brokerage sales or real estate experience. Willingness to learn Hylant sales and client service methodology. Ability to earn and maintain an active Property & Casualty License. Detailed working knowledge of industry resources, benchmarking information, agency management, and risk management principles. Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook). Exception oral and written communication skills. Ability to work well in a team environment. Ability and willingness to travel by car or airplane for meetings, conferences, or other business-related functions. Must be legally authorized to work in the United States Why Hylant? A multi-year recipient of Best Places to Work in Insurance, Hylant is a full-service insurance brokerage with over 20 offices in eight states. And since the founding of our family-owned business over 90 years ago, we made a promise to strengthen and protect the businesses, employees and communities of our client family by embracing them as our own. We're more than an insurance brokerage firm and you're more than a client, employee or neighbor. You're family. And that's just the way we treat you. Hylant is proud to be an equal opportunity workplace. All qualified applicants will receive consideration for employment without regard to race, marital status, sex, age, color, religion, national origin, Veteran status, disability or any other characteristic protected by law. If you have a disability or special need that requires accommodation, please let us know. Hylant participates in E-Verify. #LI-Hybrid

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary The Senior Client Manager independently serves as the primary service contact for a book of select commercial clients and is responsible for client satisfaction and strategic planning. This position is expected to consistently provide excellent customer service leadership to accounts, as well as represent client needs and goals within the organization to ensure quality. Primary Responsibilities Primary Activities (at least 60% of time) Evaluates exposures, obtains quotes, review, negotiate and finalize quotes Obtains information from client, analyzes risk, and applies technical expertise/knowledge to make recommendations. Determines Markets within Core Carrier Strategy Creates solutions and make recommendations in preparation for the strategy meeting with Client Advisor. Creates complete carrier submission and submits Obtains signed binding and notifies carriers Reviews binding documents for accuracy Contract Reviews Other Responsibilities, as applicable Set up and maintain accurate account details, contacts, and policy information in EPIC Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance Attach, organize, and name documents in EPIC Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc. Create activities in EPIC and assign to applicable team member Maybe responsible for ordering loss runs, generating proofs and endorsement and audit review. Position Specific Skills/Qualifications Work Experience 3+ years' experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages Professional Licenses/Certifications Must hold state Property & Casualty insurance license Essential Skills/Competencies Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products. Able to understand new technology platforms quickly. Proficient in agency management systems (EPIC) and carrier sites. Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues. Maintains effective relationships with clients, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs. Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert. Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects. Able to solve difficult problems that are not routine, but not overly complex. Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them. Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service. Education High School Diploma or equivalent experience. Physical Demands & Working Conditions Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #LI-HZ1

Wealth Client Relationship Manager The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes supporting the implementation of financial plan recommendations and the coordination of asset consolidation. All licenses must be obtained within 120 days from start date. Key Responsibilities and Duties Manages individual relationships with high-net worth clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets. Leads advisory team practice management meetings to promote efficient and effective practices and supports advisory team in overall book management strategy. Provides client service and sales support as a part of the Wealth Management advisory team, focusing primarily on advice implementation and asset consolidation coordination. Guides client on income execution, including assisting clients in completing forms and reviewing forms for accuracy. Performs registered and non-registered activities related to identifying client needs and identifying potential issues with current financial plans (estate planning, beneficiaries, etc.). Identifies client concerns and gathers additional information regarding clients' current financial situation and potential future needs. Identifies sales and asset retention opportunities. Coordinates sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution. Supervises client outreach and marketing campaigns as determined by the advisory team to educate clients on additional WM products and services. Educational Requirements University (Degree) Preferred Work Experience 2+ Years Required; 3+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required Physical Requirements Physical Requirements: Sedentary Work Career Level 6IC Required: 2+ years of financial services experience Series 7, 66 (or 63 & 65), and Life and Health Insurance License completed within 120 days of start date Preferred: 3+ years of financial services experience Series 7 and 66 (or 63 & 65) completed Life and Health Insurance License completed Related SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management Anticipated Posting End Date: 2026-02-27Base Pay Range: $62,500/yr - $87,500/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

FOCUS provides cloud-based, core administration solutions (FOCUS Tech) and services (FOCUS Insurance Services) for P&C insurance companies and MGAs. Using decades of industry experience, FOCUS is taking the risk out of insurtech for small, mid-size, and growth-focused insurance organizations. When you join FOCUS, you immediately become one of our most valued components - and we're committed to investing in you. That means you can look beyond the paycheck and excellent benefits to an environment that will help you grow and achieve your professional goals through development and advancement opportunities and the support of our outstanding leaders and teammates. Position Overview We are looking for a driven and entrepreneurial sales professional to join our growing team. As an early sales hire in a fast-scaling startup, you will play a pivotal role in shaping our go-to-market approach and driving new revenue growth. We are looking for someone with direct experience generating leads and converting those leads to partners within the Property & Casualty (P&C) insurance market. Key Responsibilities: Sales & Revenue Growth Own the end-to-end sales cycle: prospecting, discovery, solution positioning, negotiations, and closing. Drive new business acquisition with enterprise and mid-market accounts. Expand existing customer relationships through up-sell and cross-sell opportunities. Direct sales prospecting and lead generation experience within the Property & Casualty (P&C) insurance industry. Full-cycle technology sales experience, including outbound lead generation and deal ownership from initial outreach through close, selling to P&C carriers. Strategic Account Management Develop account plans for target accounts and build multi-stakeholder engagement strategies. Build trusted advisor relationships with executives, decision-makers, and champions. Ensure customer success teams are set up to deliver long-term value post-sale. Market & GTM Contribution Collaborate with marketing to optimize lead generation, messaging, and campaigns. Provide market feedback to product teams to shape roadmap and solution enhancements. Help refine sales playbooks, pricing, and positioning to scale GTM execution. Execution & Metrics Consistently meet or exceed revenue, pipeline, and activity targets. Maintain accurate forecasting, pipeline hygiene, and CRM discipline. Leverage data-driven insights to continuously improve sales effectiveness. Qualifications 5-8+ years of enterprise / strategic sales experience, ideally in SaaS, technology, or data/analytics. Proven track record of exceeding quota in high-growth or startup environments. Strong hunter mentality with expertise in prospecting and building new logos. Comfortable navigating complex buying cycles with multiple stakeholders. Exceptional communication, presentation, and negotiation skills. Entrepreneurial mindset: scrappy, adaptable, and motivated by building from the ground up. Key Attributes Self-starter who thrives in an unstructured, fast-paced environment. Team player who collaborates across sales, marketing, product, and customer success. Customer-centric mindset focused on solving business problems, not just selling products. Competitive, driven, and motivated to contribute to the growth of a startup. Reporting Structure Reports directly to the VP of Sales / Chief Revenue Officer. Collaborates with marketing, product, and customer success to ensure a unified customer journey. Why join the FOCUS Team? The FOCUS Difference: Medical, Dental, Vision, Life, Pet; Flexible Spending Account Competitive Salaries 401K Match Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave Short and Long-Term Disability Employee Support Programs, Including Mental Health Tuition Reimbursement Matching Charitable Gift Program Lucrative Referral Program Commuter Benefits Flexibility: Remote and Hybrid Opportunities Available This position is not able to be performed in California, Colorado, New York or Washington. EEO Team Focus Insurance Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics. Disability Team Focus Insurance Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at *************************. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process. Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.

Sr WM Client Relationship Consultant The Wealth Management Client Relationship Consultant partners with Wealth Management Advisors in delivering client service and supporting high-net worth and complex clients. Working under limited supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes supporting the implementation of financial plan recommendations and the coordination of asset consolidation. This job also coaches and reviews the work of lower lever Client Relationship Consultants. Key Responsibilities and Duties Manages and grows individual relationships with high-net worth and complex clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets. Leads advisory team practice management meetings to promote efficient and effective practices and supports advisory team in overall book management strategy. Ensures delivery of client service and sales support as a part of the Wealth Management advisory team, focusing primarily on advice implementation and asset consolidation coordination. Guides client on income execution, including assisting clients in completing forms and reviewing forms for accuracy. Performs registered and non-registered activities related to identifying client needs and identifying potential issues with current financial plans (estate planning, beneficiaries, etc.). Identifies client concerns and gathers additional information regarding clients' current financial situation and potential future needs. Identifies sales and asset retention opportunities. Oversees sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution. Supervises client outreach and marketing campaigns as determined by the advisory team to educate clients on additional Wealth Management products and services. Educational Requirements University (Degree) Preferred Work Experience 3+ Years Required; 5+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required Physical Requirements Physical Requirements: Sedentary Work Career Level 7IC Required: 2+ years of financial services experience. Series 7, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date. Preferred: 3+ years of financial services experience. Series 7, 66 (or 63 and 65), and life and health insurance licenses completed. Related SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management Anticipated Posting End Date: 2026-02-13Base Pay Range: $79,800/yr - $94,200/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

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. )

Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA. • Deeply curious with a demonstrated ability to uncover the needs of the client. • Giving and receiving constructive feedback are hallmarks of your character. • Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star. • Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth. • Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning. • Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic. Key Responsibilities and Duties The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation. Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills. Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients. Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions. All licenses and registrations must be obtained within 120 days from start date. Educational Requirements University (Degree) Preferred Work Experience 2+ Years Required; 3+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days Physical Requirements Physical Requirements: Sedentary Work Career Level 6IC Related SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management Anticipated Posting End Date: 2026-01-31Base Pay Range: $30.05/hr - $42.07/hr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

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