Client Manager jobs at The Plexus Groupe

The Opportunity Are you ready to embark on a fulfilling career journey as a Property & Casualty Client Manager? If you're passionate about providing exceptional client service, building strong client relationships, and have a knack for problem-solving, this is the opportunity for you. In this role, you'll be at the forefront of supporting our sales efforts, ensuring client satisfaction, and navigating the ever-evolving landscape of commercial insurance. This role isn't just about managing accounts-it's about forging lasting connections, providing unparalleled service, and contributing to the success of our clients and our team. You'll gain valuable experience in insurance while working in a collaborative and supportive environment where your skills and expertise are valued. How You Will Make an Impact Managing assigned books of business, guiding internal resources, and delegating tasks effectively under the direction of experienced leadership. Act as the primary point of contact for clients regarding insurance policies, coverages, claims, and billing inquiries. Spearhead the renewal process, lead marketing efforts, and secure new business placements, supported by the guidance of our Client Executives. Cultivate strong, long-term relationships with clients and carriers alike, fostering trust and collaboration. Grow your expertise in insurance policies, coverage, and industry trends through continuous learning and development opportunities. What You Will Need to Succeed Bachelor's degree preferred, minimum two years of experience in insurance agency specializing in property and casualty, OR equivalent combination of education and experience. Property and Casualty insurance license preferred or willing to obtain upon hire. Demonstrated proficiency in professional verbal and written communication. Knowledgeable about insurance products, markets, sales processes, and workflow procedures. Team player mentality, delegating effectively and fostering trust among colleagues. Proficiency in technical skills, including Microsoft Office suite and agency management systems (e.g., EPIC). Join Us Your role at M3 won't be about the boundaries presented in a job description - it's about the possibilities that you can envision once you walk through the doors on your first day. We're looking for people ready to take control of their career and excited to make a real impact with their position. Who We Are As an insurance broker, M3 helps you manage risk, purchase insurance, and provide benefits to your employees. We partner with clients on everything from property & casualty and employee benefits to personal lines, executive benefits, and employer-sponsored retirement plans. And, we're privately owned and independent which means we're doing what's best for our clients - not what's best for Wall Street or private equity. What Draws People to M3 Autonomy- Being able to work towards a common goal, but how you get there is an open book. Immediate Impact- Every M3er can make an impact, from day one in any role. Powered by Team- Be a part of a close-knit group of team members with whom you build trust and share responsibility. People- Every M3er is unique in their own way, M3 is a collection of unique achievers. At M3 Insurance experience the best of both worlds with our dynamic flexible work environment. Enjoy the flexibility to work remotely while still fostering collaboration and innovation in our office spaces. We prioritize work-life balance and empower our employees to thrive in a supportive and inclusive atmosphere. Benefits as an M3er Joining the M3 team means gaining access to a host of exceptional benefits and perks. Our benefits package is continuously evolving to cater to the needs of our team members. From flexible time-off and paid parental leave to employee appreciation events and volunteering opportunities, we prioritize the well-being and satisfaction of our employees. Additionally, our profit-sharing program ensures that every member of our team shares in the success of our organization. These enticing benefits showcase our commitment to nurturing and retaining top talent within our organization. Diversity, Equity & Inclusion M3 is building a culture focused on learning and progression, where M3ers are empowered by education, inclusive conversations, and real action that supports the future we envision. Equal Employment Opportunity M3 is committed to providing equal employment opportunity for all qualified individuals regardless of their age, sex, color, race, creed, national origin or ancestry, religion, marital status, military status, sexual orientation, disability/handicap, family responsibilities, non-relevant arrest or conviction records, or any other basis protected by law. In addition, we are committed to fully observing all relevant non-discrimination laws, including those regarding veterans' status, and will make reasonable accommodations for otherwise qualified individuals as appropriate. This commitment is reflected in all M3's practices and policies regarding hiring, training, promotions, transfers, rates of pay, and layoff, as well as in all forms of compensation, granting leaves of absence and in any other conditions of employment. All matters relating to employment are based upon ability to perform the job. In the best interests of M3 and all of its employees, every employee is to make every effort to avoid bias or prejudice in the workplace with regard to the above categories.

Join Our Team as a Client Success Partner! Are you passionate about helping others, building relationships, and making a meaningful impact? We're looking for driven individuals to join our dynamic team as Client Success Partners, where you'll receive top-tier training, mentorship, and unlimited income potential. NOW HIRING: ✅ Licensed Life & Health Agents ✅ Unlicensed Individuals (We'll guide you through the licensing process!) We're looking for motivated individuals who want to grow into leadership roles or create a rewarding part-time income stream. Is This You? ✔ Passionate about helping clients find financial security? ✔ Willing to invest in yourself and your professional growth? ✔ Self-motivated, disciplined, and eager to succeed? ✔ Coachable and ready to learn from top industry professionals? ✔ Interested in a business that is recession- and pandemic-proof? If you answered YES, keep reading! What We Offer: 💼 Flexible Work Environment - Work remotely, full-time or part-time, on your own schedule. 💰 Unlimited Earning Potential - Part-time: $40,000-$60,000+/month | Full-time: $70,000-$150,000+++/month. 📞 Warm Leads Provided - No cold calling; you'll assist clients who have already requested help. ❌ No Sales Quotas, No High-Pressure Tactics. 🧑 🏫 Comprehensive Training & Mentorship - Learn from top-performing professionals. 🎯 Daily Pay - Get paid directly by the insurance carriers you work with. 🎁 Bonuses & Incentives - Earn commissions starting at 80% (most carriers) + salary 🏆 Leadership & Growth Opportunities - Build your own agency (if desired). 🏥 Health Insurance Available for qualified agents. 🚀 Start a meaningful career where you help clients secure their futures while securing your own. 👉 Apply today and take the first step toward success! ( Your success depends on effort, skill, and commitment to training and sales systems. )

The Client Relationship Manager supports the Director, Client Relationship across their book of business (BOB) in fund management, with direct client and vendor liaison as required by the Director, Client Relationship. The Client Relationship Manager works alongside the Director, Client Relationship to learn the role, with a gradual increase in responsibility as appropriate. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by /Role." Key Duties and Responsibilities Monitors government filings and current government regulations that may affect the operations of the Company or the client. Facilitates client meetings, including minute-taking and recording key actions from board meetings. Manages contracts and documentation including client financial statements, Summary Plan Descriptions, benefit communications, and other documents at the direction of client and fund counsel. Collation of monthly financial reports from the Finance Team and appropriate due diligence of outputs. Supports the Director, Client Relationship in managing all aspects of the client relationship and account-related activities with assigned client(s). Understands and remains current on account strategy and specific needs of the assigned client(s), and is responsible for maintaining the compliance calendar for each assigned client. Conducts board meeting pre-alignment including collation of Administrative Reports for board meetings. Provides account management support by conducting research needed for issue resolution. Acts as the secondary liaison between the Boards of Trustees, and Professionals of the Benefit Funds with Zenith Operations Staff. Supports the Director, Client Relationship in the facilitation of participant engagement, for example, via external retirement seminars. Supports the Director, Client Relationship in all aspects of the vendor relationship, including analysis and reporting for vendors and third parties. Maintains communications and effective working relationships. Prepares and edits correspondence, presentations, and reports, including complex Excel files, meeting notes, and other documents for internal use or distribution to clients or vendors. Responds to requests from clients, government agencies, unions, participants, attorneys, consultants, and auditors; acts as liaison between internal departments and clients. Coordinates invoices and expense reports with the accounting department for clients or vendors and ensures timely processing. Performs other duties as assigned. Minimum Qualifications Education Associate's degree in a business-related field. Skills Excellent verbal and written communication skills, including interpersonal and presentation skills. Ability to communicate effectively with all levels of an organization. Highly developed sense of professionalism, maturity, integrity, and commitment to customer satisfaction. Exceptional team player with the confidence and integrity to earn the confidence of the client(s) and the internal team quickly. High motivation, ability and willingness to learn. Ability to exercise independent judgment, manage multiple priorities, and consistently deliver high-caliber results. Strong decision-making and organizational skills with the ability to optimize the use of all available resources and deliver on multiple priorities. Proficient PC skills including Microsoft Word, Excel and Outlook skills. PowerPoint experience preferred. Other Ability and willingness to travel as necessary. Preferred Qualifications Bachelor's of Business Administration degree. Experience working in client relationship management. Professional experience working with Taft-Hartley clients and plan professionals. Experience working in a healthcare environment or third-party administrator. Working knowledge of Customer Relationship Management software or systems such as Salesforce or Smartsheet. Knowledge of third-party administrator operations and Taft Hartley organizations. *Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee of this job. Duties, responsibilities and activities may change at any time with or without notice. Working Conditions/Physical Effort Prolonged periods of sitting at a desk and working on a computer. Regular travel throughout multiple states. May be required to work remotely. Must be able to lift up to 15 pounds at times. Disability Accommodation Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law, it is the policy of Zenith American Solutions to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please contact the Recruiting Department at ******************************, and we would be happy to assist you. Zenith American Solutions Real People. Real Solutions. National Reach. Local Expertise. We are currently looking for a dedicated, energetic employee with the necessary skills, initiative, and personality, along with the desire to get the most out of their working life, to help us be our best every day. Zenith American Solutions is the largest independent Third Party Administrator in the United States and currently operates over 44 offices nationwide. The original entity of Zenith American has been in business since 1944. Our company was formed as the result of a merger between Zenith Administrators and American Benefit Plan Administrators in 2011. By combining resources, best practices and scale, the new organization is even stronger and better than before. We believe the best way to realize our better systems for better service philosophy is to hire the best employees. We're always looking for talented individuals who share our dedication to high-quality work, exceptional service and mutual respect. If you're interested in working in an environment where people - employees and clients - really matter, consider bringing your talents to Zenith American! We realize the importance a comprehensive benefits program to our employees and their families. As part of our total compensation package, we offer an array of benefits including health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), great opportunities for growth, and much, much more!

Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability, vision, dental and other insurance solutions. What makes us unique is that we can surround our clients with more services and more technology-based tools and a team of advisors that simply cares more than anyone else. If you want a career giving people the reassurance that they can have access to the health care they need for themselves and their loved ones, join OneDigital. Our Newest Opportunity: The Client Executive is responsible for developing new business opportunities, closing sales to achieve established annual sales goals, and strategically managing and retaining an assigned book of business. The CE works closely and in partnership with the marketing team to identify and cultivate leads, as well as with client management and service teams to effectively and strategically service and retain clients. Effective communication, listening, collaboration and strategic selling skills are critical to success. Responsibilities: Identify, prospect, and close new business via referrals, networking sources, and organic prospect meetings to meet quarterly and annual revenue goals Work closely and effectively with Marketing team to strategically nurture and cultivate prospects Work closely with account manager(s) to identify markets for solicitation of new business; Build rapport and business relationships quickly and effectively via face-to-face and phone, social media, blogs, and other thought leadership opportunities Educate prospects on business trends, compliance, products evolution, and company value proposition Manage sales pipeline and sales activities via Microsoft CRM Attend association events and meetings based on targeted verticals Establish vendor relationships and develop referral sources Foster and manage overall relationship with clients to ensure high client satisfaction and annual retention goals Work closely and effectively with account management and service teams to ensure client needs are met Communicate multi-year strategy to clients Create and oversee client wellness program strategies Work closely and collaboratively with Client Service and Sales leader(s) to improve processes or services as needed Review client team's RFPs to ensure proper strategy is being executed Oversee overall service delivery and work closely with internal service teams regarding clients' pre-renewal strategy, renewal, open enrollment and post renewal follow-up Conduct client meetings (in conjunction with service team members where appropriate) regarding pre-renewal strategy, renewal, open enrollment and post renewal follow-up Negotiate client contracts with carriers Remains fully knowledgeable on compliance issues governed by legislation and regulations impacting employer sponsored health and welfare plans such as HIPAA, ERISA, Tax Code SEC 125, PPACA and state sponsored health insurance exchanges Requirements: Must have excellent verbal and written communication skills, with the ability to influence and effectively interact with C-suite clients and prospective clients Must possess the ability to work with clients at a senior strategic level Strong leadership skills Must be self-motivated and disciplined Ability to thrive in fast-paced environment and meet or exceed annual sales and retention goals Must be highly skilled in use of Microsoft Office; Experience with customer relationship management (CRM) software program, preferred Ability to articulate the company's value proposition and capabilities Must be organized and detail-oriented, with the ability to meet deadlines and work well with others. Experience: Experience in broker agency or benefit administration firm, required 7+ years' of sales and/or employee benefits experience, preferred; 5+ required Experience selling to C-Suite, strongly preferred Current life and health insurance license, required Bachelor's Degree, preferred Must be up to date and knowledgeable on Health Care Reform and health and ancillary insurance products Must have a practical knowledge of quoting process and tools Must be proficient in Microsoft Excel and familiar with database applications Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company's performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. To learn more, visit: ************************** OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals. OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here. Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant: City and County of San Francsico City of Los Angeles County of Los Angeles Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. In short, we believe in hiring the most qualified applicant for the position, regardless of background. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you. OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow. Thank you for your interest in joining the OneDigital team!

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

Corestream is seeking a Client Executive to own the overall client-facing relationship with a book of enterprise-level customers. You will be the client's go-to Corestream contact for ongoing account strategy, support, and growth through adding new products, driving user engagement, managing support issues, and providing comprehensive reporting. You will serve as a strategic partner to clients by sharing industry knowledge and trends while also providing recommendations on additional products, services, and strategy to help them create a top tier benefits program. You will also actively triage issues to bring them quickly to resolution, leveraging Corestream's internal support teams, as well as our broker and provider partners. Your primary business tools will be Microsoft Office, Salesforce, Power BI and more. Prior experience in the Employee Benefits space is an added plus, but if you are a driven, scrapy, customer-centric individual with a growth mindset, read on… Location: Corestream is headquartered in Tampa, FL, but this is a remote opportunity! Responsibilities: * Manage the day-to-day aspects of our existing client relationships including ongoing strategy conversations, adding new products to the platform, and increasing user engagement, as well as triaging issues and providing/analyzing reports for clients * Work closely with external partners including carriers/providers, brokers, and technology partners to ensure white-glove client experience * Manage Client and Broker escalations, leveraging Customer Care and Client Operations teams as needed to resolve all issues * Serve as the main communication liaison between the Client and internal Corestream stakeholders * Assist clients in open enrollment planning, as well as benefit fairs coordination and attendance * Account planning is critical, including thinking strategically about each account, determining where the areas for growth are, and executing on these initiatives Recipe for Success: * 5+ years' experience in an account management or client sales role, managing and/or selling into a sizeable book of business * Prior experience in a role that prioritizes sales + account growth, cross-functional team collaboration & white-glove client support * A self-starting attitude with sales chops and the ability to identify and act on opportunities and manage them through the sales, implementation, and launch processes * Ability to form strong personal relationships with clients while maintaining a positive attitude with all stakeholders (clients, vendors, peers) even in difficult situations * Balancing attention to detail with swift execution when triaging issues * Proficiency with multiple online tools (in particular Salesforce, PowerBI, Excel and other Microsoft Office tools) * Willingness to travel for face-to-face client meetings and benefit fairs Cherries on Top * Experience with employee benefits (voluntary benefits would be a double cherry!) * Experience at a technology company (benefits technology would also be a double cherry!) About Us Corestream is a fast-growing, cutting-edge financial and benefits technology company. We are an industry leader in the delivery of Voluntary Benefits; our proprietary software is the engine for large, Fortune-500 companies to easily and cost-effectively offer unlimited Voluntary Benefits to its employees through payroll deduction. We have a driven, flexible, and fun team and offer competitive compensation and benefit packages. Although we are over ten years old, we still have a "start-up" culture and when we are in the office we have a casual dress code, free snacks and beverages, and Wednesday lunches are on the house. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other's truest selves. We understand that pursuing a new job is a big deal. Maybe you're afraid you won't fit in. Well, here's the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits. Must be eligible to work in the United States without the need for work visa or residency sponsorship. Our Newest Opportunity: * Please note: This is a remote role; however, candidates must reside in the Denver area to participate in occasional in-person meetings. This role is critical for building and managing strong relationships with assigned retirement plan clients, ensuring their satisfaction, and driving long-term value for both the client and OneDigital. This role will leverage their expertise in plan design, regulatory compliance and OneDigital's broader offerings to become a trusted advisor to clients, exceeding their expectations and identifying opportunities for cross-sale and revenue growth. Essential Duties and Responsibilities (includes but is not limited to): Client Relationship Management · Lead all aspects of assigned client relationships, working closely with plan sponsors to understand their unique needs, goals, and strategic objectives. · Develop and execute a customized relationship strategy that aligns with each client's specific situation and maximizes their plan's effectiveness. · Foster open communication and build strong, trusting relationships with clients, acting as their primary point of contact for all retirement plan-related matters. · Proactively address client concerns and inquiries, ensuring their satisfaction with OneDigital's services. Retirement Plan Services · Collaborate with internal specialists to design and implement comprehensive retirement plan solutions for clients, considering factors such as plan type, investment options, and participant demographics. · Provide ongoing support through leveraging team expertise regarding investment management options, adhering to all regulatory guidelines and fiduciary best practices. · Coordinate the team to conduct regular plan reviews and analysis to ensure compliance with ERISA regulations and IRS testing requirements (non-discrimination testing). · Offer expert consultation on regulatory and legislative updates that may impact clients' plans. · Utilize plan statistics and insights to identify areas for plan improvement and enhance client satisfaction. Additional Responsibilities: · Stay up to date on industry trends and best practices in retirement plan design, investment management, and regulatory compliance. · Participate in ongoing training and development opportunities to maintain a high level of expertise. · Contribute to a collaborative and client-centric team environment, fostering open communication and knowledge sharing. Qualifications, Skills and Requirements: · Strong understanding of ERISA regulations and fiduciary best practices. · Excellent communication, presentation, and interpersonal skills. · Ability to work and make decisions independently. · Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint). · Demonstrated discipline maintaining client information in a CRM, Salesforce preferred. · Proven success with multi-tasking and managing priorities effectively. · Ability to adapt to a rapidly changing business and technology environment. · Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients. · Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data. · Regular and predictable attendance is required. · Business travel up to 25%. Education, Training and Experience: · Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan service. · 5+ years of retirement plan related experience required Other: This should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions and perform any related duties as required. Reasonable accommodation will be provided for qualified individuals with disabilities. The employer has the right to revise this at any time. The job description is not to be construed as a contract for employment The typical base pay range for this role nationwide is around $80,000 per year. Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company's performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. To learn more, visit: ************************** OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals. OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here. Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant: City and County of San Francsico City of Los Angeles County of Los Angeles Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. In short, we believe in hiring the most qualified applicant for the position, regardless of background. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you. OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow. OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow. Thank you for your interest in joining the OneDigital team!

The Opportunity Are you ready to embark on a fulfilling career journey as a Property & Casualty Client Manager? If you're passionate about providing exceptional client service, building strong client relationships, and have a knack for problem-solving, this is the opportunity for you. In this role, you'll be at the forefront of supporting our sales efforts, ensuring client satisfaction, and navigating the ever-evolving landscape of commercial insurance. This role isn't just about managing accounts-it's about forging lasting connections, providing unparalleled service, and contributing to the success of our clients and our team. You'll gain valuable experience in insurance while working in a collaborative and supportive environment where your skills and expertise are valued. How You Will Make an Impact Managing assigned books of business, guiding internal resources, and delegating tasks effectively under the direction of experienced leadership. Act as the primary point of contact for clients regarding insurance policies, coverages, claims, and billing inquiries. Spearhead the renewal process, lead marketing efforts, and secure new business placements, supported by the guidance of our Client Executives. Cultivate strong, long-term relationships with clients and carriers alike, fostering trust and collaboration. Grow your expertise in insurance policies, coverage, and industry trends through continuous learning and development opportunities. What You Will Need to Succeed Bachelor's degree preferred, minimum two years of experience in insurance agency specializing in property and casualty, OR equivalent combination of education and experience. Property and Casualty insurance license preferred or willing to obtain upon hire. Demonstrated proficiency in professional verbal and written communication. Knowledgeable about insurance products, markets, sales processes, and workflow procedures. Team player mentality, delegating effectively and fostering trust among colleagues. Proficiency in technical skills, including Microsoft Office suite and agency management systems (e.g., EPIC). Join Us Your role at M3 won't be about the boundaries presented in a job description - it's about the possibilities that you can envision once you walk through the doors on your first day. We're looking for people ready to take control of their career and excited to make a real impact with their position. Who We Are As an insurance broker, M3 helps you manage risk, purchase insurance, and provide benefits to your employees. We partner with clients on everything from property & casualty and employee benefits to personal lines, executive benefits, and employer-sponsored retirement plans. And, we're privately owned and independent which means we're doing what's best for our clients - not what's best for Wall Street or private equity. What Draws People to M3 Autonomy- Being able to work towards a common goal, but how you get there is an open book. Immediate Impact- Every M3er can make an impact, from day one in any role. Powered by Team- Be a part of a close-knit group of team members with whom you build trust and share responsibility. People- Every M3er is unique in their own way, M3 is a collection of unique achievers. At M3 Insurance experience the best of both worlds with our dynamic flexible work environment. Enjoy the flexibility to work remotely while still fostering collaboration and innovation in our office spaces. We prioritize work-life balance and empower our employees to thrive in a supportive and inclusive atmosphere. Benefits as an M3er Joining the M3 team means gaining access to a host of exceptional benefits and perks. Our benefits package is continuously evolving to cater to the needs of our team members. From flexible time-off and paid parental leave to employee appreciation events and volunteering opportunities, we prioritize the well-being and satisfaction of our employees. Additionally, our profit-sharing program ensures that every member of our team shares in the success of our organization. These enticing benefits showcase our commitment to nurturing and retaining top talent within our organization. We are pleased to share that the expected compensation range for this position is $55K - $100K. This figure encompasses both base salary and any variable incentive pay for which you may be eligible. Please note that this range is provided as a good faith estimate and may vary according to several factors, including your relevant knowledge, training, skills, work location, and experience. Additionally, this position qualifies for a comprehensive benefits package, which may include: Medical, Dental, and Vision Insurance Health Savings Accounts Health Care & Dependent Care Flexible Spending Accounts Disability Benefits Life Insurance Voluntary Benefits Paid-Time Off Retirement Benefits Diversity, Equity & Inclusion M3 is building a culture focused on learning and progression, where M3ers are empowered by education, inclusive conversations, and real action that supports the future we envision. Equal Employment Opportunity M3 is committed to providing equal employment opportunity for all qualified individuals regardless of their age, sex, color, race, creed, national origin or ancestry, religion, marital status, military status, sexual orientation, disability/handicap, family responsibilities, non-relevant arrest or conviction records, or any other basis protected by law. In addition, we are committed to fully observing all relevant non-discrimination laws, including those regarding veterans' status, and will make reasonable accommodations for otherwise qualified individuals as appropriate. This commitment is reflected in all M3's practices and policies regarding hiring, training, promotions, transfers, rates of pay, and layoff, as well as in all forms of compensation, granting leaves of absence and in any other conditions of employment. All matters relating to employment are based upon ability to perform the job. In the best interests of M3 and all of its employees, every employee is to make every effort to avoid bias or prejudice in the workplace with regard to the above categories.

Join Our Team as a Client Success Partner! Are you passionate about helping others, building relationships, and making a meaningful impact? We're looking for driven individuals to join our dynamic team as Client Success Partners, where you'll receive top-tier training, mentorship, and unlimited income potential. NOW HIRING: ✅ Licensed Life & Health Agents ✅ Unlicensed Individuals (We'll guide you through the licensing process!) We're looking for motivated individuals who want to grow into leadership roles or create a rewarding part-time income stream. Is This You? ✔ Passionate about helping clients find financial security? ✔ Willing to invest in yourself and your professional growth? ✔ Self-motivated, disciplined, and eager to succeed? ✔ Coachable and ready to learn from top industry professionals? ✔ Interested in a business that is recession- and pandemic-proof? If you answered YES, keep reading! What We Offer: 💼 Flexible Work Environment - Work remotely, full-time or part-time, on your own schedule. 💰 Unlimited Earning Potential - Part-time: $40,000-$60,000+/month | Full-time: $70,000-$150,000+++/month. 📞 Warm Leads Provided - No cold calling; you'll assist clients who have already requested help. ❌ No Sales Quotas, No High-Pressure Tactics. 🧑 🏫 Comprehensive Training & Mentorship - Learn from top-performing professionals. 🎯 Daily Pay - Get paid directly by the insurance carriers you work with. 🎁 Bonuses & Incentives - Earn commissions starting at 80% (most carriers) + salary 🏆 Leadership & Growth Opportunities - Build your own agency (if desired). 🏥 Health Insurance Available for qualified agents. 🚀 Start a meaningful career where you help clients secure their futures while securing your own. 👉 Apply today and take the first step toward success! ( Your success depends on effort, skill, and commitment to training and sales systems. )

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

The Opportunity Are you a cyber insurance specialist ready to play a crucial role in the specialized coverage expertise of a dynamic insurance brokerage? As a Cyber Client Manager at M3, you'll be at the forefront of our cyber insurance operations, providing expert support to our Property & Casualty Sales Team while serving as the go-to resource for cyber products and coverage solutions. This role offers an exciting blend of technical insurance expertise, client service excellence, and specialized product knowledge, making it an ideal opportunity for insurance professionals looking to specialize in the rapidly growing cyber insurance sector. How You Will Make an Impact Provide coverage expertise for current M3 clients and prospects, leading the placement of cyber business through quoting and binding processes. Act as an internal resource for sales and service teams, answering complex client questions on cyber applications and processes while supporting specialized coverage needs. Deliver exceptional client service including policy processing, coverage reviews, claims advocacy, and responding to customer service inquiries related to cyber policies and coverages. Collaborate with the Cyber Sales Team and underwriters on new business and renewals, ensuring proper insurance placement and meeting critical deadlines for policy expirations and appointments. Create client-facing educational materials and documentation in partnership with the Cyber Client Executive, including cyber dictionaries and process overviews. Process new and renewal policies, prepare binders and certificates of insurance, handle carrier inquiries, and manage billing and accounting functions for cyber policies. Support the development of new procedures to streamline workflow and efficiency within the cyber insurance specialty area. What You Will Need to Succeed High school diploma or equivalent is required; additional education in commercial insurance is desired. Minimum of two years property and casualty insurance agency or company experience, with cyber insurance knowledge highly valued. Property & Casualty agent's license or willingness to obtain within onboarding timeframe. Strong customer service orientation with proven ability to anticipate client needs and maintain long-lasting relationships. Excellent communication skills, both written and verbal, with ability to explain complex cyber insurance concepts clearly. Demonstrated problem-solving abilities and technical knowledge in insurance products and markets. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and insurance agency management systems. Broad knowledge of insurance products, markets, and workflow procedures. Join Us Your role at M3 won't be about the boundaries presented in a job description - it's about the possibilities that you can envision once you walk through the doors on your first day. We're looking for people ready to take control of their career and excited to make a real impact with their position. Who We Are As an insurance broker, M3 helps you manage risk, purchase insurance, and provide benefits to your employees. We partner with clients on everything from property & casualty and employee benefits to personal lines, executive benefits, and employer-sponsored retirement plans. And, we're privately owned and independent which means we're doing what's best for our clients - not what's best for Wall Street or private equity. What Draws People to M3 Autonomy- Being able to work towards a common goal, but how you get there is an open book. Immediate Impact- Every M3er can make an impact, from day one in any role. Powered by Team- Be a part of a close-knit group of team members with whom you build trust and share responsibility. People- Every M3er is unique in their own way, M3 is a collection of unique achievers. At M3 Insurance experience the best of both worlds with our dynamic flexible work environment. Enjoy the flexibility to work remotely while still fostering collaboration and innovation in-person in our office spaces. We prioritize work-life balance and empower our employees to thrive in a supportive and inclusive atmosphere. Benefits as an M3er Joining the M3 team means gaining access to a host of exceptional benefits and perks. Our benefits package is continuously evolving to cater to the needs of our team members. From flexible time-off and paid parental leave to employee appreciation events and volunteering opportunities, we prioritize the well-being and satisfaction of our employees. Additionally, our profit-sharing program ensures that every member of our team shares in the success of our organization. These enticing benefits showcase our commitment to nurturing and retaining top talent within our organization. Diversity, Equity & Inclusion M3 is building a culture focused on learning and progression, where M3ers are empowered by education, inclusive conversations, and real action that supports the future we envision. Equal Employment Opportunity M3 is committed to providing equal employment opportunity for all qualified individuals regardless of their age, sex, color, race, creed, national origin or ancestry, religion, marital status, military status, sexual orientation, disability/handicap, family responsibilities, non-relevant arrest or conviction records, or any other basis protected by law. In addition, we are committed to fully observing all relevant non-discrimination laws, including those regarding veterans' status, and will make reasonable accommodations for otherwise qualified individuals as appropriate. This commitment is reflected in all M3's practices and policies regarding hiring, training, promotions, transfers, rates of pay, and layoff, as well as in all forms of compensation, granting leaves of absence and in any other conditions of employment. All matters relating to employment are based upon ability to perform the job. In the best interests of M3 and all of its employees, every employee is to make every effort to avoid bias or prejudice in the workplace with regard to the above categories.

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.

Seeking a highly skilled Self-Funded Client Executive to join an Employee Benefits Division. This role is designed for a professional with extensive experience in managing large, self-funded accounts and a deep understanding of pharmacy RFPs, PBMs, and related contracts. The ideal candidate will bring a blend of technical expertise and exceptional interpersonal skills to deliver outstanding service to clients. Compensation Package Salary Range: $100,000 - $180,000 (commensurate with experience) Competitive benefits package, 401(k), paid time off, professional development opportunities, etc. Responsibilities Manage a portfolio of large, self-funded client groups ranging from 100 to 5,000 lives. Provide expert guidance on pharmacy RFPs, PBMs, and contract negotiations. Collaborate with internal teams to ensure seamless service delivery and client satisfaction. Build and maintain strong client relationships through effective communication and problem-solving. Stay updated on industry trends and regulatory changes to provide proactive advice to clients. Qualifications/Requirements Experience: Minimum of 5+ years in Employee Benefits, with at least 2+ years of Employee Benefits Account Executive experience. Proven track record of working with large, self-funded accounts. Technical Skills: Proficiency in Applied EPIC and Microsoft Office Suite. Strong knowledge of pharmacy RFPs, PBMs, and related contracts. Soft Skills: High emotional intelligence (EQ) and excellent bedside manner. Strong client-facing experience with the ability to navigate complex situations. A balanced mix of introversion and extroversion to adapt to various client needs. Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion. #LI-TR1

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. A Day in The Life Responsible for servicing an assigned book of business which varies based upon client needs, account complexity, and client structure. Serves as the main point of contact for all existing clients, centers of influence and assigned book of business; responds to all service requests inclusive of billing inquires and coverage options. Ensures all client service needs are delivered in a timely and professional manner throughout the year by responding to requests as submitted in accordance to agency standards. Maintains accurate account files, records, and documentation in accordance with the agency standards; confirms in writing all relevant contacts, communication, suggestions, advice, etc., with clients, carriers and other applicable parties and attaches documentation into the agency management system. Prepares and submits policy change requests to carriers and/or the assigned Client Service Administrator, documenting the activity in the agency management system. Monitors the status of change requests, reviews policy documents for accuracy, and ensures the timely delivery of change documents to clients. Makes recommendations to prospects and current clients to update and enhance policy contracts through an annual insurance review process; reviews may be conducted via email, phone or in person with or without the assigned relationship manager. Prepares Stewardship & Insurance Summary reports for clients in assigned book of business. Maintains client relationships with assigned accounts and support retention ratio at or above the Personal Risk agency standard. Performs all phases of renewal and remarket processing including the preparation of applications, negotiation with underwriters, obtaining quotes, creating proposals, monitoring status, and follows up to delivery of policy documents to client. Identifies and processes coverage enhancements and cross-sales opportunities on an annual basis with assigned book of business. Resolves client and/or carrier accounting issues, collections, discrepancies, fee arrangements, and/or billing controversies. Serves the Practice Leader, Team Leader, Client Executive and Sales Executive staff in the development and implementation of the Oswald Companies client service deliverable for new and existing accounts; attends client meetings where necessary. Remains current with respect to industry updates, carrier appetites and underwriting capabilities to ensure optimal program placement and pricing negotiations for each client; stays proficient in the use of all carrier systems that relate to the assigned book of business. Maintains favorable and productive relationships with all underwriters in support of key carrier relationships to achieve best-in-class service for the client. Attains further education, coursework and skills development opportunities to obtain professional designations in the personal risk field of expertise. What You'll Need Exceptional organizational skills with ability to transition quickly from one project to another Ability to problem solve, think logically and work independently Works well under pressure and meets established deadlines Exceptional written and verbal communication Ability to think strategically and formulate an action plan based on a given set of facts Bachelor degree in Business Administration or Risk Management and 3 to 5 years or more of related experience or the equivalent combination of education and experience Prior Property & Casualty support experience Prior Property & Casualty client management experience Property & Casualty License Who You Are Energetic and desire to learn new skills Ability to consistently demonstrate a positive attitude and lead by example Strong interpersonal skills with a collaborative approach Confident and self-motivated, with the ability to innovate and think creatively Who is Oswald? Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients. We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity. Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations. Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don't believe us? Ask your friends, colleagues, and mentors about Oswald. There's a reason Oswald has been named a Top Workplace for nine consecutive years. What you'll get... At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we'll help you achieve your goals. At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice. At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it. At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks. In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives. Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings. Paid time off annually and a sabbatical at every 10-year service anniversary. Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution) Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations Access to specialized leadership development programming designed to take your career to the next level. And so much more! To learn more about Oswald, our culture and everything we have to offer, visit us on LinkedIn. Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. The Client Manager will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client's employee benefits program supports their financial and organizational goals, and providing renewal management with oversight, guidance, and input from other senior members of the team. This also includes growth on the current book of business, an understanding of the client's business, and a minimum of 95% retention and client satisfaction rating. Essential Functions Quality, Client Service & Expertise Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines. With oversight, guidance and input from the CE/Producer: Participate in annual meeting planning by completing pertinent portions of the report and conducting research. Retain and develop accounts by: Preparing and writing proposals, and providing quote comparisons. Performing program benchmarking/demographic analysis, analysis of claims utilization data, financial underwriting review, and cost projection reporting. Providing additional resources for the client as needed. Market renewal and new lines of coverage including: Creating coverage specifications. Analyzing quotes received from carriers. Negotiating with carriers. Creating and presenting the coverage analysis. Review policy coverage and identify cross-selling and additional revenue opportunities. Develop a thorough understanding of client business, their policies, practices and industries. Understand and guide clients through the initial objective setting process. Analyze data to draw conclusions and recommend findings to client. Respond to client needs and questions, making sound recommendations on a day-to-day basis. Produce high quality work and remain informed on technical and professional standards by attending company-sponsored and industry educational activities, to include webinars/seminars and conferences. Ensure legislative, regulatory and technical developments are appropriately communicated to clients. Service clients in accordance with PAR E&O professional service standards by complying with all E&O Plus, legal and regulatory requirements. Achieve a minimum rating of 90% from E&O Plus audits on all accounts. Functional understanding of EPIC and update accordingly. Ensures adequate time for peer review of all client work including calculations, reports and presentations for accuracy prior to client delivery. Minimum Education/Abilities/Skills Bachelor's Degree in Business, Risk Management, Analytics or other related field is preferred; high school diploma or GED, in concert with industry experience, in lieu of an associate's or bachelor's degree is necessary. 3 - 5 years' employee benefits experience handling medium accounts at a high level of responsibility. Exhibits executive presence, and has strong rapport-building/interpersonal skills for positive interaction with customers and co-workers. Exercises sound judgment and exhibits a strong critical thought process to make good decisions, despite time constraints. Able to work collaboratively with internal and external stakeholders, be a team player and exhibit a positive attitude. Possesses strong oral and written communication skills; communicates effectively with clients and insurance companies. Possesses excellent organizational skills and strong financial analysis acumen. Excellent working knowledge of EPIC agency management system and of underwriting requirements of carriers as well as policy provisions and policy changes. Exhibits solid time management skills; able to work under pressure and meet deadlines and deliverables, and is highly responsive to internal and external stakeholders' needs and requests. Demonstrates agility and is able to multi-task, as well as pivot to changing priorities, as circumstances warrant. Contribute to team efficiency by sharing knowledge and best practices. Proficient with Microsoft Office Products, including Excel and PowerPoint, are required. This position requires a high energy level and the ability to handle stress-related situations on a daily basis. Other Qualifications Certificates, Licenses, Registrations Required to Perform the Essential Job Functions Possess appropriate, jurisdictional licenses - Life and Health Who is Oswald? Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients. We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity. Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations. Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don't believe us? Ask your friends, colleagues, and mentors about Oswald. There's a reason Oswald has been named a Top Workplace for nine consecutive years. What you'll get... At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we'll help you achieve your goals. At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice. At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it. At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks. In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives. Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings. Paid time off annually and a sabbatical at every 10-year service anniversary. Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution) Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations Access to specialized leadership development programming designed to take your career to the next level. And so much more! To learn more about Oswald, our culture and everything we have to offer, visit us on LinkedIn. Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary: Responsible to provide external support to clients for an assigned book of business, giving internal direction to the client management support team; collaborates with internal resources as needed to ensure the client's needs are satisfied with responsibility for retaining existing business. A Day in The Life: Serves as the key service contact to identify, design, communicate and implement cost effective benefit solutions to minimize risk; responds to requests for assistance in a timely and collaborative manner. Approximate workload defined by Practice: Large: 6 - 10 accounts; total book value of $1M - $1.5M. Middle Market: 25 - 75 accounts; total book value of $300K - $1M. Small Market: 30 - 44 accounts (efficiencies of scale considered); total book value of $300K - $750K. Works closely and builds relationships with client contacts at the HR leadership and CFO levels. Ensures the assigned team maintains the existing client base plus the up-selling and cross selling of other Oswald Products/Services throughout all Oswald market segments. Directs the onboarding of new clients, which includes obtaining historical and current information for the building and cataloging of client files in the internal systems; ensures the accuracy of all data and the capturing of commissions. Executes support team activities to meet the client's specific needs, which include the creation of the annual service calendar, scheduling meeting times and agenda, and other deliverables to be completed by the established client deadline. Works with support staff to ensure all online records are complete and accurate both at the time of renewal and at the point of final information; confirms records are continuously maintained and updated for the accepted lines of coverage. Collaborates with the service team on the preparation and peer review of all client deliverables, which are reviewed with Client Executive for final approval and client presentation. Conducts open enrollment meeting and ensures all deliverables are accurate including pre-renewal projection, market evaluation and pricing summary, annual renewal, open enrollment materials, annual utilization review, compliance notifications, wellness information, and any other items deemed necessary. Prepares and secures commission agreements with carriers, and/or Oswald's fee agreements, monitoring the timely receipt of commission's receivable following the acceptance of contracts. Captures all meeting notes and activities during client-facing sessions and provides information to support staff for processing; meeting notes should clearly outline the action needed and party responsible for the activity and timing. Responsible for the final execution and delivery of meeting action items. May drive the strategic planning process and collaborate with the Client Executive where applicable to develop and monitor a long-term, integrated and comprehensive health management strategy customized to the client's needs. May develop detailed implementation timelines and plans, ensuring timely client deliverables through effective leadership of small teams. Initiates the renewal negotiation process on behalf of the client in collaboration with the Client Executive. Creates pre-renewal and renewal presentations for Client Executive review. Directs the service team in the development of any online, client-specific enrollment portal. Trains support staff in the understanding and coordination of key operational activities and processes; develops the skills of team members and their industry knowledge base. Understands the details of Healthcare Reform, HIPAA, COBRA and other legislation, which affects the business unit; guides the client in the execution of the appropriate steps to meet regulatory requirements. Validates decisions made by clients meet compliance guidelines as it relates to ACA (affordability, minimum coverage, preventive care, etc.) Attains further education, coursework and skills development opportunities to obtain professional designations in their field of expertise. What You'll Need: A college degree is an advantage but not a requirement Life, Health & Accident License required At least 3 to 5 years of industry knowledge is required, to include experience in medical benefits and ancillary lines of coverage Strong tactical skillset General understanding of technical concepts - self-funding, different carriers solutions, etc. Strong relationship skills Ability to execute Self-starter - Ability to work independently with little oversight Intuitiveness - knowing when to loop in Client Executive and leadership for escalated issues Ability to oversee CSA's and provide general tactical oversight Project management skills - ability to work with internal and external partners to deliver results timely. Who You Are: Energetic with a desire to learn new skills Strong organizational skills with ability to transition quickly from one job to another Ability to problem solve, think logically and work independently Ability to demonstrate a positive attitude and lead by example consistently Works well under pressure and meets established deadlines Strong verbal and written communication skills Strong interpersonal skills with a collaborative approach Ability to manage time-sensitive projects Ability to guide others in a professional manner and serve as a mentor to subordinates Who is Oswald? Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients. We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity. Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations. Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don't believe us? Ask your friends, colleagues, and mentors about Oswald. There's a reason Oswald has been named a Top Workplace for nine consecutive years. What you'll get... At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we'll help you achieve your goals. At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice. At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it. At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks. In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives. Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings. Paid time off annually and a sabbatical at every 10-year service anniversary. Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution) Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations Access to specialized leadership development programming designed to take your career to the next level. And so much more! To learn more about Oswald, our culture and everything we have to offer, visit us on LinkedIn. Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.

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

Description At Hylant, we're passionate about developing the next generation of insurance professionals who will lead the industry. The Associate Client Executive (ACE) program is a unique opportunity to continue your insurance sales training and development journey in a supportive and collaborative environment. The Opportunity: Our ACE Training & Development Program offers a comprehensive curriculum designed to equip you with the knowledge and skills you need to succeed. From mastering the fundamentals of insurance to developing core sales techniques, this program is tailored for early-career professionals. With the tools and guidance provided, you'll be prepared to thrive in a Client Executive role specializing in either Commercial Property & Casualty or Employee Benefits. In This Role You Will Execute On: Develop an understanding and complete adoption of Hylant sales tools and processes. Develop and enhance understanding of Hylant's servicing tools and processes. Develop and enhance knowledge of the insurance marketplace, products, and services. Develop the ability to present professionally in all elements of client facing (internal and external) including technical writing and verbal presentations. Support senior staff in the solicitation and servicing of clients and prospects throughout the full insurance brokerage deal flow process. Assist with client preparation work such as creating presentations, proposals, etc. Assist in coverage analysis and policy reviews; developing competence to provide options based on determination of client needs. Develop the ability to build and maintain effective working relationships with external client contacts and internal Hylant stakeholders. Participate in social and professional networking, charitable events, or other organizations and events that advance the Hylant brand. Perform other duties and special projects as requested. Technically competent in fully insured and self-funded groups. In This Role You Will Need: Bachelor's degree or equivalent combination of education and work experience. Two to Five (2-5) Years of Professional Experience required. Prior experience in a Sales role preferred. Active Property & Casualty or Life & Health License, or the ability to obtain within 60 days of employment. Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook) Basic analytical skills Excellent attention to detail Exception oral and written communication skills Ability to work well in a team environment. Access to reliable transportation to travel by car for meetings or other business-related functions. Why Hylant? A multi-year recipient of Best Places to Work in Insurance, Hylant is a full-service insurance brokerage with over 20 offices in eight states. And since the founding of our family-owned business 90 years ago, we made a promise to strengthen and protect the businesses, employees and communities of our client family by embracing them as our own. We're more than an insurance brokerage firm and you're more than a client, employee or neighbor. You're family. And that's just the way we treat you. Hylant is proud to be an equal opportunity workplace. All qualified applicants will receive consideration for employment without regard to race, marital status, sex, age, color, religion, national origin, Veteran status, disability or any other characteristic protected by law. If you have a disability or special need that requires accommodation, please let us know. Hylant participates in E-Verify. #LI-Hybrid