Account Manager jobs at Tompkins Insurance

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:

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.

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.

About Judi Health Judi Health is an enterprise health technology company providing a comprehensive suite of solutions for employers and health plans, including: Capital Rx, a public benefit corporation delivering full-service pharmacy benefit management (PBM) solutions to self-insured employers, Judi Health™, which offers full-service health benefit management solutions to employers, TPAs, and health plans, and Judi , the industry's leading proprietary Enterprise Health Platform (EHP), which consolidates all claim administration-related workflows in one scalable, secure platform. Together with our clients, we're rebuilding trust in healthcare in the U.S. and deploying the infrastructure we need for the care we deserve. To learn more, visit **************** Position Overview: The Account Executive/Strategic Account Executive - PBA Services is responsible for managing the planning, execution, growth & retention and client satisfaction of assigned clients in the Pharmacy Benefit Administration (PBA) market segment including Health Plans, Third Party Administrators (TPAs), and other Platform services. Additionally, this position will lead and collaborate through the broader Account Management team and with internal Capital Rx teams/departments as the client voice and advocate to ensure ongoing client satisfaction and to achieve client priorities and contractual obligations. This position acts as the quarterback and leader of the broader Account Management team who are aligned in support of our clients. This position reports to the Senior Account Executive/Senior Director, PBA Client Services. Position Responsibilities: Provide oversight and direction to the broader Account Management team with a focus on member and client satisfaction, trend management, client growth & retention, and regulatory compliance to meet client specific objectives, client priorities and service model deliverables Lead and develop the client relationship strategy and the strategic business planning process across the clients in your portfolio while incorporating other internal staff where and when needed to build and foster relationships with influencers and decision makers. Maintain thorough knowledge and tracking of contractual obligations on assigned book of business, including financials, performance guarantees, terms, and reporting/compliance Manage and facilitate the Account renewal and contracting process with a focus on client retention and the client financial/PNL management Serve as the relationship lead on assigned book of business, incorporating other internal staff where and when needed to the relationship; build and foster relationships with influencers and decision makers at the client Anticipates customer needs and proactively identifies new opportunities within assigned accounts. Develop and maintain comprehensive knowledge of our business, including products and services to field questions from the client side and to answer timely & accurately Collaborate with internal teams to customize offerings and solutions, aligning with Health Plan/TPA Account needs and market demands - assemble internal resources to overcomes challenges. Analyze and interpret current pharmacy and healthcare trends, competitor activities, and industry regulations to inform strategic decisions, provide proactive recommendations for plan management and enhance the company's positioning within the PBA Services segment Lead, coach and support the Account Team on the effective positioning of the Capital Rx value proposition, our suite of Capital Rx Products and Solutions and JUDI capabilities available to our PBA clients Partner with our Business Development, Underwriting Teams & Senior Account Executives to support our PBA Account level growth and retention efforts by providing with Capital Rx sales support and market differentiator positioning, including RFP support, Broker/Consultant engagement and Best & Final support for prospective, existing and new and client business development needs Provide ongoing direction, coordination and coaching to the broader Account Team to align the Account Team understanding of the assigned client(s) business lines, strategies, key stakeholders & decision makers and priorities Serve as the content expert for Health Plan/TPA clients & opportunities Identify and help contribute to process improvement efforts Be accountable & own the client end-to end, inclusive of service model deliverables, contractual negotiations, client escalations and PNL management. All employees are responsible for adherence to the Capital Rx Code of Conduct including reporting of noncompliance. Required Qualifications: Bachelor's or advanced degree in health administration, business, or relevant professional experience. Bachelor of Pharmacy (B.S. Pharmacy) or Doctor of Pharmacy (PharmD) degree from an accredited institution is a plus Relevant professional experience for at least five (5) years in pharmacy - working within a health plan, managed care, or pharmacy benefits management (PBM) focused on Health Plans and Payer Commercial (Insured, Self-Funded, Exchange) and Government Program (Medicare & Medicaid) business lines. Health plan industry experience highly preferred Market and operational knowledge of Medicare Part D, Medicaid and Health Exchange pharmacy is required along with experience in supporting highly regulated business lines Track record of building trust in internal and external relationships Solution-focused problem solving and client positioning skills Exceptional written and verbal communication skills Ability to work with and influence peers in a team effort; leading cross-functional initiatives, meeting deadlines, and executing on deliverables while building strong internal relationships A decisive individual with sound technical skills, analytical ability, good judgement, and strong operational focus and detail-oriented perspective Flexible, highly organized, and able to shift priorities easily and work independently to meet deadlines Ability to effectively work with peers in a team effort Proficient in Microsoft Office Suite with emphasis on Microsoft Excel and large data sets and other industry software programs Ability to travel and present to small and large groups; travel is estimated to be up to 25% and be variable by season and business cycle. This position description is designed to be flexible, allowing management the opportunity to assign or reassign duties and responsibilities as needed to best meet organizational goals. #LI-BC1 Salary Range$120,000-$175,000 USD All employees are responsible for adherence to the Capital Rx Code of Conduct including the reporting of non-compliance. This position description is designed to be flexible, allowing management the opportunity to assign or reassign duties and responsibilities as needed to best meet organizational goals. Judi Health values a diverse workplace and celebrates the diversity that each employee brings to the table. We are proud to provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. By submitting an application, you agree to the retention of your personal data for consideration for a future position at Judi Health. More details about Judi Health's privacy practices can be found at *********************************************

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

About Us: Judi Health is a health technology company offering a wide range of benefits administration solutions for employers and health plans. This includes Capital Rx, a public benefit corporation that provides full-service pharmacy benefit management (PBM) solutions to self-insured employers; Judi Health™, which offers comprehensive health benefit management solutions for employers, TPAs, and health plans; and Judi , the industry's leading proprietary Enterprise Health Platform. To learn more, visit **************** Position Summary: Capital Rx is seeking a strategic, client-focused professional to lead and develop strong relationships with key decision-makers in the healthcare space. In this role, you'll oversee account management, ensuring client satisfaction, retention, and trend management, while analyzing pharmacy data to provide actionable insights. You'll collaborate with clients to develop clinical strategies, execute contract renewals, and contribute to process improvements. If you're passionate about delivering exceptional service and driving healthcare innovation, we'd love to hear from you! Position Responsibilities: Establish and develop relationships with key client decision-makers, understand their healthcare strategy and goals, determine how Capital Rx can best help them achieve their desired results Provide oversight of client account management team with a focus on member and client satisfaction, trend management, and client retention Partner with account team members to provide best-in-class member and client service Support member issue resolution at client-level Identify and contribute to process improvement efforts within the team Responsible for management and execution of client contractual requirements Responsible for client retention including execution of contract renewals Analyze and interpret pharmacy claims data to identify clinical trends and insights for individual clients Meet with clients to discuss clinical trends, review relevant pharmacy data, and provide recommendations with supportive rationale for clinical management strategies Interpret current pharmacy and healthcare trends and provide proactive recommendations Incorporate treatment & practice guidelines, clinical education, and pharmacy pipeline details into client presentations Comprehend and effectively explain formulary and clinical programs to clients, including member experience Communicate drug information to clients and respond to plan-specific clinical inquiries Analyze and evaluate pharmacy benefit reporting and create ad-hoc reports as requested Build and manage strong relationships with third-parties who also service our clients Support general business needs and operations, as required Certain times of year may require meeting participation, testing, claims review, or other requirements outside of standard business hours, including weekends. Responsible for adherence to the Capital Rx Code of Conduct including reporting of noncompliance Required Qualifications: Bachelor of Pharmacy (B.S. Pharmacy) or Doctor of Pharmacy (PharmD) degree from an accredited institution, with record of strong academic performance Relevant experience for at least three (3) years in pharmacy - health plan, managed care, or pharmacy benefits management (PBM) experience preferred; or completion of managed care residency Prior account management experience preferred Proficient in Microsoft Office Suite with emphasis on Microsoft Excel Experience working with large datasets and analyzing raw data in Excel Ability to balance multiple complex projects simultaneously Exceptional written and verbal communication skills Flexible, highly organized, and able to shift priorities easily Attention to detail & commitment to delivering high quality work product Ability to travel and present to small and large groups Travel estimated not to exceed 25% This position description is designed to be flexible, allowing management the opportunity to assign or reassign duties and responsibilities as needed to best meet organizational goals. Salary Range$140,000-$160,000 USD This position description is designed to be flexible, allowing management the opportunity to assign or reassign duties and responsibilities as needed to best meet organizational goals. Judi Health values a diverse workplace and celebrates the diversity that each employee brings to the table. We are proud to provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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

About Us: Judi Health is a health technology company offering a wide range of benefits administration solutions for employers and health plans. This includes Capital Rx, a public benefit corporation that provides full-service pharmacy benefit management (PBM) solutions to self-insured employers; Judi Health™, which offers comprehensive health benefit management solutions for employers, TPAs, and health plans; and Judi , the industry's leading proprietary Enterprise Health Platform. To learn more, visit **************** Location: Hybrid (Local to NYC or Denver area) As an Account Manager focused on PBA and Medicare, you'll be at the forefront of delivering seamless client experiences by managing benefit changes, implementing new plans, and ensuring pricing accuracy-all while driving impactful solutions that directly shape business success. You'll lead key quality assurance initiatives, proactively identify claim discrepancies, and collaborate across teams to streamline processes, making a tangible impact on client satisfaction and operational efficiency. Your expertise will be essential in shaping client strategies, resolving complex issues, and upholding the values that keep Capital Rx ahead of the competition. Position Responsibilities: Support implementation and client management teams with all day-to-day client requirements Responsible for timely and accurate management and execution of all client benefit requests, including benefit changes, eligibility changes, and new implementations Analyze incoming client requests and work with internal and external teams to complete required plan documentation Support implementation of new plans, pricing, and networks, consistent with strategic or administrative intent Lead pre- and post-implementation quality assurance and testing to validate coding accuracy Lead claim reviews to proactively identify discrepancies or inaccuracies and develop solutions to address Handle and resolve sponsor and member issues, escalating as needed Research and respond to claims processing and system configuration inquiries Coordinate integration of other data inputs into client management processes Collaborate cross functionally to support general client operations, as required Responsible for adherence to the Capital Rx Code of Conduct including reporting of noncompliance Required Qualifications: Bachelor's Degree preferred, or equivalent combination of education, training, and experience 2+ years of proven experience in PBM / health plan, benefits consulting, or healthcare Health Plan experience required Track record of building trusting internal and external relationships Track record of leading cross-functional initiatives, driving high performance, meeting deadlines, and executing on deliverables Medicaid experience required Experience working with structured and unstructured data Proficient in Microsoft Office, SQL a bonus Ability to balance multiple complex projects simultaneously Exceptional written and verbal communication skills Extremely flexible, highly organized, and able to shift priorities easily Attention to detail & commitment to delivering high quality work product This role requires travel up to 20% of the time Nothing in this position description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Salary Range$80,000-$100,000 USD All employees are responsible for adherence to the Capital Rx Code of Conduct including the reporting of non-compliance. This position description is designed to be flexible, allowing management the opportunity to assign or reassign duties and responsibilities as needed to best meet organizational goals. Judi Health values a diverse workplace and celebrates the diversity that each employee brings to the table. We are proud to provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. By submitting an application, you agree to the retention of your personal data for consideration for a future position at Judi Health. More details about Judi Health's privacy practices can be found at *********************************************

This is a remote position. Candidates must be based in the Northeast, as they will be supporting the Pennsylvania and New Jersey area. The Account Manager builds and maintains long-term relationships with residential mortgage organizations in an assigned territory. The Account Manager grows profitable market share by proactively identifying and capitalizing on new opportunities, manages and maintains existing business, and provides support to National Accounts consistent with organizational objectives. JOB DUTIES & RESPONSIBILITIES Meet with clients on a daily basis to promote the company's solutions and expand/sell new business. Builds strong relationships with key senior level client advocates and influencers. Develops opportunities by working within client organizations and understanding the needs of internal and external key stakeholders. Communicates the company's value proposition to assist clients in meeting business objectives and sells a complex variety of products and services that will improve the business models of clients. Maintains an understanding of competitor's strengths and weaknesses and how the company stands in comparison. Analyzes potential mortgage insurance market within assigned territory. Leads master policy activation process with qualified clients. Achieves stated sales plan. Keeps current on industry trends and contributes to industry through networking, board and industry membership group participation and community involvement. Trains and educates clients on mortgage and mortgage insurance related programs. Uses Salesforce.com customer relationship management (CRM) tool and other company technologies to grow business, manage client base and communicate with staff. Manages assigned territory appropriately and prioritizes and allocates resources to support clients. SKILLS & KNOWLEDGE Bachelor's degree or equivalent work experience. Minimum of five years of experience in a sales role in the mortgage industry (lending or mortgage insurance preferable). Solid understanding of mortgage industry and working with clients within the mortgage insurance space. Proficient in sales techniques such as influence, persuasion, advocacy, consultative and solution selling. Skill in negotiation and closing. Excellent presentation and interpersonal skills, and verbal and written communication skills. Ability to communicate and converse about industry and client trends and challenges. Ability to strategically build relationships at every level in small and large mortgage organizations and utilize advocates to grow and build consensus. Strong analytical skills and an understanding of economic drivers and their impact on the mortgage industry. Secondary markets knowledge. Results driven, highly motivated and a self-starter. Base Salary: $90,000 - $100,000 plus commission. *Posted Base Salary Range applies to current posting and may change in the future. The posted Base Salary Range may vary for key factors including, but not limited to, location, experience and skill set. Benefit eligibility includes healthcare, life and disability insurance, 401(k), monthly allowance, 20 days of PTO, 10 paid Holidays, and bonus and equity potential. Additional benefit offerings may be found at ******************************************** National MI is an Equal Employment Opportunity employer and is committed to a diverse workforce. We value and actively seek to recruit, develop, and retain individuals with varied backgrounds and experiences reflecting the full diversity of the communities that we serve. It is the policy of the National MI to comply with all applicable laws concerning the employment of persons with disabilities.

Let Us Power Your Potential Taylor Corporation is a dynamic, diversified company with big plans for the future ― and your career. We power our employees' potential and strive to create opportunity and security for every member of the team. If you're ready for something bigger ― more challenge, more variety, more pathways for professional growth ― we should talk. We're passionate about our work, we believe there is always a better way, and we're looking for people like you. Ready to reach your potential? It's time to look at Taylor. Your Opportunity: Venture Solutions, a branch of Taylor Corporation, is looking for a new Account Manager to join the team in Grove City, OH or Monroe, NC! In this position, you will provide our customers with positive, consultative, service-based experiences to improve their satisfaction and retention! This location adheres to the Federal Information Security Management Act (FISMA). All employees must undergo a federal background check, which requires U.S. citizenship. Your Responsibilities: Maintain relationships with clients by providing support, information, and guidance, which may include researching and recommending new opportunities and profit and service improvements Inform client(s), key internal team members and account management team of project status and verify schedules on an ongoing basis Keep in constant contact with our clients by attending regularly scheduled meetings, either in-person or by telephone, and via email communication Continually move projects forward by managing milestones, check-in communications, and deadlines Must be able to manage multiple accounts, programs/projects/tasks, as assigned by Client Services Manager, at any given time in an environment which is driven by regulations and deadlines Coordinate, track and manage all aspects of print production and mailing Identify and correct flaws, inconsistencies or ambiguities in the client's instructions and specifications. Identify primary steps, or tasks, that are required to complete a project. Develop program/project flowcharts to facilitate efficient and accurate workflows Identify areas to streamline processes, reduce opportunities for error and continuously improve our client services team Coordinate with Sourcing regarding acquisition and timely delivery of outside services or materials purchases Responsible for timely and accurately invoicing. May include forecasting as requested by Finance and/or Sales Facilitate effective cross-functional communications between Venture teams and client teams Build and maintain strong internal team relationships Initiate internal quality systems documentation to identify issues with workflow processes and documents, as identified internally as well as by client reporting Proactively identify issues, engage appropriate departments/staff to conduct investigations, determine root cause and resolution Initiate and conduct pre and post-project reviews when necessary You Must Have: Previous Account Management or Client Service experience Excellent verbal and written communication skills Strong time management and ability to prioritize projects Strong analytical and problem-solving skills Proficient in Microsoft Office product suite (Word, Excel, Outlook, Teams, and PowerPoint). Pivot table experience is a plus. Project management experience - including implementation, on-going oversight, and analysis of processes and results - with proven ability to oversee a project from beginning to end Experience with data analytics, statistics, and data logic We Would Also Prefer: 2+ years' experience in data processing, programming and direct mail/print production A 4-year bachelor's degree is strongly preferred in Business, Marketing, Communications, or a related field, or relevant and equivalent working experience Financial, insurance, print, and/or compliance driven industry experience The anticipated annual salary range for this position is $70,000 - $90,000. The actual base salary offered depends on a variety of factors, which may include as applicable, the qualifications of the individual applicant for the position, years of relevant experience, specific and unique skills, level of education attained, certifications or other professional licenses held, and the location in which the applicant lives and/or from which they will be performing the job. The range listed is just one component of Taylor Corporation's total compensation and benefits package for employees. About Taylor Corporation One of the top five graphics communications companies in North America, Taylor's family of companies provide a diverse set of products, services, and technologies addressing the toughest communication challenges. For 45 years, Taylor has been a premier provider of powerful and innovative products, services, and expertise for individuals, businesses, and distributors large and small. Our 10,000+ employees spanning more than 25 states and nine countries work diligently to create the interactive, printing, and marketing solutions that have helped build some of the world's more recognizable brands. Everything we do begins with identifying the unique priorities and needs of our customers and creating one-of-a-kind solutions. We offer a full range of benefits to power our employees' potential including health, dental, vision, and life insurance; a 401(k) plan; paid time off (PTO) and holiday pay, and more. The Employer retains the right to change or assign other duties to this position. Taylor Corporation is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Taylor Corporation including all partners and affiliates is an Equal Opportunity Employer/Veterans/Disabled.

Benefits: 401(k) 401(k) matching Competitive salary Dental insurance Flexible schedule Health insurance Paid time off COMPANY INFORMATION Organization Name: Aparicio, Walker & Seeling, Inc. About Our Organization: AWS Insurance, serving the Gulf Coast region, provides services in all aspects of insurance including commercial business insurance, risk management, car insurance, home or property insurance, flood insurance, natural disaster, marine insurance, liability insurance, employee health benefits, and payroll services. We offer our employees excellent health benefits to attract and retain high-quality employees. Website: ************************* Position Title: Personal Account Manager Hiring Manager Job Title: Personal Lines Manager Employment Status: Full-time Regular Primary Location: Metairie, LA JOB SUMMARY Assists Producers and manage internal house accounts by providing all processing duties associated with servicing a book of business, including, reviewing, and issuing Evidence of Insurance, processing renewals, policies and change requests, invoicing, and online rating. ESSENTIAL JOB FUNCTIONS These duties include but are not limited to: Handles typical account service activity including processing mail, endorsements, ordering MVRs & elevation certificates, creating finance agreements, invoicing, etc. Renew and Bind insurance renewals Performs functions on agency management system proficiently Responsible for the processing and review of new and renewal policies within thirty (30) days of receipt. Responsible for the preparation & expedited issuance of all requested Certificates of Insurance & Evidence of Property Responsible for online rating and preparation of proposals as requested Review of client contracts to ensure compliance with existing coverage, to identify additional uninsured exposures and to ensure client is avoiding unnecessary transfer of liability where possible. Assists with preparation of new and renewal client files as requested Maintains working knowledge of all rating products and processes Assists with filing claims and aiding in claim resolution as necessary Assists in the preparation of Summaries of Insurance and Statement of Values as requested Assists in the preparation of Premium Breakdowns as requested Performs additional assigned duties as necessary QUALIFICATIONS/REQUIREMENTS: At a minimum, applicants will need: High school diploma or General Education Degree (GED) Louisiana Property and Causality Licensed Agent 3+ years of personal lines customer service experience. 1+ year(s) of experience with personal online rating Prior experience with data analytics skills and Applieds EPIC Management System is preferred Proficiency with Microsoft Office Suite, specifically Word, Excel, and Outlook Proficiency in Adobe Acrobat Pro Excellent oral and written communication skills Possess the following team player characteristics, collaborative, dependable and reliable, flexible, consistency, and communicative Ability to self-direct learning as necessary Detail oriented nature with strong ability to multi-task and prioritize work Ability to learn, analyze and make recommendations specific to client needs Strong interpersonal skills to build rapport with customers and underwriters Highly effective communication and negotiation skills Service clients effectively and efficiently through active listening, time management, and problem solving Ability to provide discretion, confidentiality, diplomacy, and tactfulness with respect to both agency and client information Competency in delegating, interacting with and collaborating with a variety of colleagues and underwriters Ability to always maintain and exhibit positive and professional attitude, treating clients, prospects, colleagues, and underwriters with respect. Willingness to work beyond scheduled hours, as necessary, to ensure client satisfaction and to meet agency retention and growth goals. Technology savvy CLOSING This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship. The company is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable. Flexible work from home options available.

Benefits: 401(k) 401(k) matching Bonus based on performance Competitive salary Dental insurance Donation matching Health insurance Opportunity for advancement Paid time off Training & development Vision insurance Wellness resources Summary: The Group Benefits Account Manager is responsible for proficiently working with our group benefit clients in order to provide “No Excuse Client Service” in accordance with agency standards and workflows. Essential Duties and Responsibilities: Manage accounts effectively by building effective relationships with assigned clients by communicating via email, phone, and in person. Deliver and explain policy coverage and recommend additions/changes to client insurance programs. Obtain signed applications from clients in accordance with agency and insurance company requirements. Promptly respond to policy coverage related questions from clients in accordance with agency standards and workflows. Resolve issues related to client billing. Make changes to client policies and add/delete coverage as requested by the client. Identify opportunities to cross sell and make recommendations to the Sales Executive and/or Account Executive accordingly. Quality check and thoroughly review of all policies received from insurance carriers. Partner with the Sales Executive (if applicable) to manage the renewal process by reviewing upcoming expiring accounts and obtaining information from clients in accordance with agency standards and workflow guidelines to ensure timely renewal of all policies. Determine reasons for requests for cancellations from clients and partner with the Sales Executive (if applicable) to save accounts in accordance with agency standards and workflow guidelines. Maintain client files within the agency management system and use the system to perform all transactions and file documentation according to established workflow and procedures. Assist the Account Manager and Sales Executive in processing new business and renewals through application assembly, setting up files, assembling proposals, etc., in accordance with agency standards. Keep up to date on insurance policy forms, coverage, rates, and underwriting appetite for insurance companies through bulletins and online communications. Participate in seminars and other training and continuing education sessions to maintain required licenses and for knowledge, skill and leadership development, including seminars aimed at avoiding potential errors and omissions situations. Perform other duties as requested. Core Competencies: Be a self-starter, well-organized and display good business communication skills, both verbal and written and demonstrate basic mathematical abilities. Be a team player and display resourcefulness to find win-win solutions for our clients, insurance companies, and agency. Be able to conduct business analysis and interpret reports. Exhibit a personal commitment to develop insurance knowledge. Possess ability to deal with conflict and resolve problems; able to conduct business analysis and interpret reports. Have a personal commitment to continuous professional development including insurance knowledge and risk management skills. Education/Experience: Proficient in Microsoft Office Suite with experience working in an agency management system preferred. Demonstrate expertise in coverages, underwriting, rating and risk management. Demonstrate in-depth knowledge of group benefit policy coverage with knowledge of industry operations to effectively manage, maintain and service clients. A proficient knowledge of insurance markets is essential. Possess the ability to identify insurance coverage gaps, make recommendations, and sell additional policies when appropriate. High School Diploma; College Degree Preferred in addition to 3+ year's insurance agency experience. Certificates and Licenses: Possess a Life and Health license or obtain within 90 days of employment. Insurance designation or working toward insurance designation - (i.e. INS, AAI, CISR, ACSR) or ability to demonstrate equivalent knowledge. We understand the importance of providing comprehensive and competitive benefits that support the well-being and financial security of our valued employees. Some benefit highlights are: Bearing offers medical, dental, and vision insurance. Many employee paid benefits with option to buy up: STD, LTD, Life Insurance 4.5% 401k company match Wellness Incentives Free memberships to wellness programs. Other benefits offerings include HSAs, FSAs, accident, critical care, hospital indemnity, pet insurance, and legal assistance. Flexible work from home options available. Compensation: $40,000.00 - $65,000.00 per year YOUR FUTURE as an Independent Insurance Agent Starts Here If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place! Working with an IIANC member agency is a great career choice! IIANC's members are Trusted Choice independent insurance agencies located all across North Carolina. You'll find nearly 1,000 of our member agencies in small towns and large cities from the mountains to the coast. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you! With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you? This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.

Summary: The Personal Insurance Account Manager is responsible for proficiently assisting our clients with service and risk management needs in accordance with agency standards and workflows. Essential Duties and Responsibilities: Provide No Excuse Client Service to assigned accounts. Perform customer service and account management responsibilities which include resolving issues related to billing, making changes to the policies and responding to policy coverage related questions in a timely and professional manner in accordance with agency standards and workflows. Perform renewal review process in accordance with our client tiers, agency standards and workflows. Responsible for sales of personal insurance products to existing clients. Determine reasons for requests for cancellations and act to save accounts in accordance with agency standards and workflows. Maintain client files on computer system and use computer system to perform all transactions by keeping up-to-date on agency automation. Maintain proper level of communication and build effective relationships with clients and companies. Keep up-to-date on company web-sites, rates, forms and coverage changes through e-mails and webinars in order to quote, make changes, and cancellations as necessary. Perform all activities relating to the public, clients and companies to avoid issues involving potential errors and omissions. Participate in seminars and other training to maintain required licenses and for knowledge, skill and leadership development. Perform other duties as requested. Flexible work from home options available. Compensación: $40,000.00 - $52,000.00 per year YOUR FUTURE as an Independent Insurance Agent Starts Here If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place! Working with an IIANC member agency is a great career choice! IIANC's members are Trusted Choice independent insurance agencies located all across North Carolina. You'll find nearly 1,000 of our member agencies in small towns and large cities from the mountains to the coast. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you! With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you? This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.

Full-time Description Works closely with Producers and other Associated personnel on all aspects of client procedures. Makes major decisions independently in assisting producer(s) by handling the marketing of new business and renewal submissions for new and existing clients and document accordingly. Acquires understanding of clients' insurance objectives and analyzes and compares insurance plans to determine suitability. Proactively review and service client accounts by obtaining the necessary information for renewals; preparing applications, surveys and other documents for submission, selection of markets, negotiations with underwriters, preparation of proposals, processing of policies as well as reviewing issued policies for accuracy and endorsements. Appropriately documents conversations with clients and carrier representatives and updates all Associated management systems when necessary. Act as a liaison between clients and insurance carriers to resolve any client service issues. Servicing the needs of client accounts by inputting and updating policy details and maintaining new/renewal client files. Develops new business from existing accounts and contributes to departmental production goals. Identifies and follows-up on cross selling opportunities when appropriate Requirements Resident Property and Casualty License, Required 10+ Years as an Account Manager with mid to large sized commercial lines experience, Required Able to work independently with little guidance from Team Lead, Required A resource to the team and provides guidance on marketing and/or coverage to Account Managers and CSRs, Required Knowledge and Skills Knowledge of service standards and property and casualty policy coverage Highly functional in Applied Systems EPIC Proficient in Microsoft Word, Excel and Power Point Excellent written and verbal communication skills and the ability to communicate with both clients and agency personnel; ability to listen, clarify and respond well to questions Detail orientated Ability to prioritize and work independently Ability to work in a team environment Associated Benefits Click HERE for benefits Bonus eligibility Hybrid work schedule Salary Description $90,000.00 - $115,000.00 #Li-hybrid Salary Description $90,000.00 - $115,000.00

We are seeking a dynamic and results-driven Commercial Lines Sales Executive (P&C) with exceptional communication skills and in-depth knowledge in the commercial insurance industry. This role is ideal for a highly motivated professional who excels at building relationships, identifying opportunities, and closing deals. You will be responsible for driving new business growth, expanding existing commercial lines accounts, and maintaining a strong book of business. This position can be hybrid remote based out of the following Marshall+Sterling locations: Latham, NY Glen Falls, NY Oswego, NY MAJOR RESPONSIBILITIES Drive new business growth while maintaining and expanding your book of business. Proactively build and manage a pipeline of prospects to achieve sales and retention goals. Craft a compelling value proposition, leveraging your expertise and the powerful tools provided by Marshall+Sterling. Gather and analyze detailed risk and underwriting information to tailor insurance solutions. Create and present professional, customized insurance proposals using Marshall+Sterlings advanced online system. Follow structured renewal workflows to ensure strong client retention and long-term partnerships. Identify opportunities to refer clients and prospects to other divisions within Marshall+Sterling to meet their broader needs. Partner with internal teams, delegating client service tasks effectively for seamless support. Foster strong, professional relationships with colleagues, contributing to a positive and collaborative work environment. Requirements: Active state insurance license is required, with a commitment to maintaining compliance through ongoing continuing education. Demonstrated success in pursuing and closing sales, with a strong track record of meeting and exceeding goals. Strong communication and interpersonal skills, with the ability to connect with diverse individuals and teams. Highly organized and detail-oriented, ensuring efficiency and accuracy in all aspects of the role. Valid drivers license College degree preferred, high school diploma or equivalent required. Compensation Compensation: $100,000 - $175,000, based on demonstrated insurance sales experience and measurable achievements. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k), Paid Time Off (PTO), paid holidays, company-paid life insurance for you and your dependents, medical paid time off, employee assistance programs, and more! Why Join Marshall+Sterling? Our ESOP Sets Us Apart! As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Heres what makes our ESOP so valuable: Ownership & Wealth-Building: Every eligible employee earns shares in the company at no cost, creating a meaningful path to financial security. Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the companys success. Retirement Security: Our ESOP is a powerful supplement to your retirement savings, helping you plan for the future with confidence. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the companys growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. Stability & Legacy: With over 150 years of success, our ESOP ensures that Marshall+Sterling remains strong, independent, and employee-driven for generations to come. Join us and experience the benefits of true employee ownership! M&S 24 and LNK Compensation details: 100000-175000 Yearly Salary PI0f2c15705045-31181-35497366

The Customer Service Representative at Integrity Insurance Solutions - Houston, Tx is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities. Benefits/Perks: Competitive Pay Professional Development Job Stability in a growing industry Responsibilities Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation. Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims. Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary. Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals. Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation. Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution. Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier. Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system. Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed. Qualifications Hold the insurance license required by your state and have a minimum of two years of insurance account management experience as well as a Bachelor's Degree or comparable work experience. Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects. Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations. Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision. Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation. Flexible work from home options available. Compensation: $750.00 per year If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place! Working with an IIAT member agency is a great career choice! IIAT members are Trusted Choice independent insurance agencies. Independent insurance agents don't work for an insurance company; they partner with multiple insurance companies. As such, they offer more options to their customers-more personalized policies, more affordable policies, and more. Independent agents focus on the satisfaction of their customers and community. IIAT serves nearly 1,500 independent agencies and tens of thousands of employees in Texas. The demand for insurance professionals is growing - is this the right career for you?

Job Description Answer all the phone calls, transfer calls as needed, service all the Personal Insurance at the location along with some Commercial Insurance support for Permit Bonds and Certificates of Insurance. Benefits Annual Base Salary Based on Experience Paid Time Off (PTO) Health Insurance Dental Insurance Vision Insurance Hands on Training Mon-Fri Schedule Career Growth Opportunities Retirement Plan Life Insurance Disability Insurance Responsibilities Quoting as needed, take policy changes from clients and upload those changes to the insurance companies, take claim reports. Requirements Must already have Property and Casualty license.