Client Services Account Manager jobs at UnitedHealth Group - 1929 jobs

Client Service Director - Commercial Lines page is loaded## Client Service Director - Commercial Linesremote type: Hybrid Workinglocations: Culver City, CA: Encino, CA: Long Beach, CAtime type: Full timeposted on: Publié aujourd'huijob requisition id: R0032487**I****GNITE YOUR PASSION \* IMPACT WHAT MATTERS****WHO WE ARE.**Breaking Boundaries for 25 years - and counting.The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 530 HUB offices across North America and ranked 5th among the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.**WE LOVE OUR PEOPLE & OUR PEOPLE LOVE US.**We have the competitive, exciting, and friendly work environment you are seeking. We strategically position our employees for longevity and success by investing in their future and providing continuous opportunities for growth and development*.* Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. We welcome ALL candidates and are proud of our wonderfully diverse employee population.**WE'LL TAKE CARE OF YOU.**We care about our people, and we mean it. We reward our talented professionals with a competitive salary, bonus potential, and a variety of benefits to help you reach your health, retirement, and professional goals. Our suite of benefits includes PPOs, HMO, HSA, FSA, vision coverage, dental coverage, pet insurance, paid time off, a generous 401k plan and more!**THE OPPORTUNITY:**The Client Service Director (CSD) is a critical leadership position across all Lines of Business at HUB SoCal. This role in the SoCal Region provides service oversight for one or more High Performing Teams (HPTs). Works closely with Producers to* Ensure the High Performing Teams (HPTs) are effective and hit desired long-term outcomes such as maintaining and improving client retention, team member retention and engagement, and organic growth levers (such as account rounding, cross-sell, and more).* Manage, support, and coach team members to ensure they are performing effectively in their current roles while also ensuring they develop and grow in their broader career at HUB.* Utilize data analytics capabilities to identify and understand any root cause issues that are getting in the way of financial health of the accounts and/or books of business.* Partner with the *PL/CL/EB* Practice Leader to ensure book sizes are optimized across the teams.* Cultivate and sustain strategic relationships with insurance carrier partners, serving as a trusted advisor and value-added collaborator to advance mutual goals and long-term partnerships.* Provide *PL/CL/EB* Insurance and Client Service thought leadership to the broader team, and also directly on select accounts.* Ensure HUB LAOC is building the next generation of top insurance professionals (via recruiting, onboarding, and talent brand engagement).* Be operationally efficient and drive continuous improvement - from a desk management, technology, and broader productivity perspective.* As a key member of HUB LAOC's management team - participate in various management and leadership meetings.**WHAT YOU BRING TO THE TABLE*** **Team Management:** Skilled at managing team dynamics, addressing issues, and stepping in as needed to maintain performance and morale.* **Client Experience & Service Leadership:** Champions a client centric culture by ensuring timely, high-quality support and service delivery. Leverages client feedback to inform strategic improvements. Models accountability by meeting commitments and empowering teams to consistently exceed client expectations.* **Business Acumen & Functional Expertise:** Brings deep technical and operational acumen within CL/PL/EB, leveraging subject matter expertise to guide strategic decisions and optimize performance. Balances client expectations with business goals to ensure aligned, results-driven outcomes.* **Financial Acumen**: Understand levers that drive book profitability and broader line of business and organizational profitability.* **Operational Efficiency:** Ability to identify inefficiencies, conduct root cause analyses, and implement practical, scalable improvements.* **Analytical Thinking:** Comfortable using data dashboards and reports (e.g., EPIC, Variance, A/R) to guide decisions and assess team/account health.* **Emotional Intelligence:** Strong interpersonal awareness, empathy, and skill in navigating complex team or client dynamics.* **Culture of Belonging Leadership:** Champion employee engagement, community involvement, and culture of belonging related initiatives.* **Change Management:** Comfortable leading teams through organizational, technological, or process changes with clarity and care.* **Project Management**: Able to develop and manage project plans; Communicates changes and progress; Completes projects on time and budget.* **Digital Enablement & Technical Leadership:** Proven ability to drive digital transformation by guiding teams in the adoption, integration, and optimization of digital tools and technologies to advance business objectives and efficiencies**WHAT YOU BRING TO THE TEAM*** Minimum 7 - 10 years of insurance brokerage experience, preferably in Commercial Lines.* Minimum 3-5 years of leadership experience in the insurance industry managing a department or branch.* Proficient with computer systems, including but not limited to Microsoft Office and EPIC.* Industry designation (e.g., CPRIA, CPCU, CIC) considered an asset.*\*This position may be hybrid**\*\*The expected salary range for this position is $140,000 to $180,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.***TAKE THE FIRST STEP TOWARD AN AMAZING FUTURE.** We want to meet you! Apply today and start your journey to a better tomorrow.Department Account Management & ServiceRequired Experience: 7-10 years of relevant experience Required Travel: NegligibleRequired Education: Some college (no degree) HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.Bonjour. Nous sommes HUB.Dans un monde en rapide évolution, nous conseillons les entreprises et les individus sur la facon de se préparer à l'inattendu. Lorsque vous vous associez à nous, vous êtes au centre d'un vaste réseau d'experts qui vous aideront à atteindre vos objectifs grâce à nos services de gestion de risques, de gestion des demandes d'indemnisation #J-18808-Ljbffr

WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value - and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2,500 distributors and partners, and over 2 million policyholders. WHO YOU ARE: The Director, Client Delivery Lead is accountable for execution on the client project work prioritized to meet key client targets and outcomes. You will have a keen understanding of the SDLC to delivering projects in both waterfall and agile methodologies, and an ability to quickly assess impact and risk mitigation approaches across client programs. Working with peers, Account Executives, and technology teams in the organization, you will help achieve your clients' target outcomes within the overall Zinnia portfolio of programs. You will lead a team of Program Leads/Project Leads working to support your clients' initiatives and will drive adherence to key standards and practices to increase predictability in our delivery outcomes. WHAT YOU'LL DO: Support client discussions and planning activities to outline high level full year portfolio roadmap, driven by prioritized requests and client defined business value Work with Client Account Manager to prepare and facilitate strategic client planning sessions at least quarterly to prioritize work needed for client to achieve key business outcomes for the upcoming year Collaborate with peer Delivery Leads, Client Account execs, and internal Technical Lead resources to forecast resource demands and manage prioritization on a recurring and as needed basis by working with internal stakeholders Monitor and manage Client portfolio status, including delivery progress, project spend, cross projects dependencies, P&L, risks and issues Work with Program and Project Manager client teams to drive consistent use of defined reporting and dashboards for project tracking and proactive identification of risks to timelines, scope, budget and quality Act as the first point of escalation for project delivery, working to identify remediation steps with internal stakeholders including impact of remediation to overall Zinnia portfolio, and reporting back to client with mitigation plan Support periodic (at least monthly) leadership Client discussions, including key Zinnia constituents (Client Account Executive, others as needed) to assess key wins, areas of opportunity with resulting plan of action and readout in subsequent monthly Drive Client conversations on scope management with proactive data to reflect trends and options to meet targets based on priority of time, cost, scope Improve team performance by leading, mentoring, training, motivating, and building team cohesiveness, Work with the teams to continually improve project/program controls, methods and tools Drive contract review and approval process, working with internal legal teams and Client Account Exec team member prior to submission to Client Support Program and Project Manager client teams review and approve of billable effort/cost weekly, in addition to monthly invoice generation Participate in monthly finance discussions to review P&L by providing proactive information on potential project risks and mitigation steps actioned WHAT YOU'LL NEED: Bachelor's degree in business or a closely related field, Master's Degree preferred, or equivalent work experience. 10 plus years of Project Management Experience - CAPM, PMP or similar designation preferred 15 plus total technology experience Demonstrated ability to manage a project using a variety of methodologies (Waterfall, Agile, Scrum, Kanban, etc). 4-6 years in an Agile environment preferred Demonstrated understanding and experience within full software development project lifecycle in complex technical environments. Knowledge of project management tools and software such as Microsoft PowerPoint, Excel, Visio, SharePoint, Jira, etc. Experience with third-party system support with preference given to insurance / financial services platforms. Knowledge of IT systems, governance and compliance. Proven problem solving, decision making, analytical and organizational skills are required. Ability to tailor communications and influence critical decisions with a variety of stakeholders. Capability to work within broadly defined parameters. Strong results orientation, organization and management skills. Lead and focus the efforts of others to established goal. Effectively drive results with cross-functional teams in a matrixed organization. Experience with conversions and implementations. Mentor Technical Project Managers as required. Develop relationships, with a strong focus on communication and change management. Knowledge of annuities and life products PMI- ACP, CSM or equivalent preferred Able to travel a minimum of 10% of the time. WHAT'S IN IT FOR YOU? Zinnia offers excellent career progression and competitive compensation. We offer great benefits, including health/dental insurance, parental leave, profit sharing, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more. The expected salary range for this position is $180,000 - $200,000, dependent on skills and location. The salary range is a good faith estimate based on what a successful candidate might be paid in certain Company locations. All offers presented to candidates are carefully reviewed to ensure fair, equitable pay by offering competitive salaries that align with the individual's skills, education, experience, training, and geographic location and may be above or below the stated amounts. We're looking for the best and brightest innovators in the industry to join our team. At Zinnia, you collaborate with smart, creative professionals who are dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform how insurance is done. Visit our website at ************** for more information. Apply by completing the online application on the careers section of our website. We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability. Notice for California residents: Information about how we collect and use your personal information can be found here #J-18808-Ljbffr

At Pave, we're building the industry's leading compensation platform, combining the world's largest real-time compensation dataset with deep expertise in AI and machine learning. Our platform is perfecting the art and science of pay to give 8,500+ companies unparalleled confidence in every compensation decision. Top tier companies like OpenAI, McDonald's, Instacart, Atlassian, Synopsys, Stripe, Databricks, and Waymo use Pave, transforming every pay decision into a competitive advantage. $190+ billion in total compensation spend is managed in our workflows, and 58% of Forbes AI 50 use Pave to benchmark compensation. The future of pay is real-time & predictive, and we're making it happen right now. We've raised $160M in funding from leading investors like Andreessen Horowitz, Index Ventures, Y Combinator, Bessemer Venture Partners, and Craft Ventures. The Market Data Strategy and Ops Team @ Pave Pave is building the largest real-time compensation market dataset, and our strategy and operations team drives this goal forward. We partner with customers, R&D, and Pave's leadership to determine the why, when, and how for our biggest data challenges while leading the execution of solutions. This role will primarily focus on accelerating customer data acquisition, while also supporting data throughput, product strategy, and other key initiatives. What You'll Do Acquire and onboard MM+ tech companies as data partners through targeted outreach campaigns, converting prospects into actively engaged platform users Shepherd customers through technical integration from initial setup to full deployment, maintaining ownership of the entire journey and driving high completion rates Lead enablement initiatives and strategic reviews with enterprise clients to maximize platform utilization, strengthen relationships, and secure long‑term retention Uncover cross‑sell opportunities by identifying adjacent product needs during data engagements, then qualifying and referring prospects to Account Executive teams Develop scalable frameworks and protocols working alongside Data and RevOps to streamline integration workflows, flag at‑risk accounts early, and create repeatable handoff processes Champion Pave's data value proposition by crafting compelling narratives that resonate with compensation leaders and position the platform as mission‑critical infrastructure Build and optimize conversion funnels through disciplined prospecting, systematic qualification, and metrics‑driven pipeline management across all customer touchpoints What You'll Bring Customer Success and Enablement: Deep expertise in driving product adoption and usage through systematic enablement programs, with experience managing customer lifecycle from onboarding through expansion Technical Integration Partnership: Strong ability to collaborate with customer technical teams and internal product/engineering to ensure seamless data integrations and ongoing platform optimization Pipeline Development and Qualification: Demonstrated skills in prospecting, lead qualification, and systematic pipeline management with measurable conversion metrics Cross‑Functional Revenue Generation: Track record of identifying and developing opportunities across multiple product lines, with ability to effectively hand off qualified leads while maintaining relationship ownership Data Storytelling and Evangelism: Expertise in translating complex data insights into compelling business narratives that drive customer engagement and platform adoption Consultative Relationship Building: Proven ability to build trusted advisor relationships with C‑level executives and compensation leaders through strategic business reviews and thought leadership Metrics‑Driven Growth Mindset: Strong analytical capabilities with experience building and optimizing conversion funnels, customer success metrics, and revenue attribution models Compensation, It's What We Do. Salary is just one component of Pave's total compensation package for employees. Your total rewards package at Pave will include equity, top‑notch medical, dental, and vision coverage, an unlimited PTO policy, and many other region‑specific benefits. Your level is based on our assessment of your interview performance and experience, which you can always ask the hiring manager about to understand in more detail. This salary range may include multiple levels. The targeted cash compensation for this position is (level depends on experience and performance in the interview process): $180k OTE Life @ Pave Since being founded in 2019, Pave has established a robust global footprint. Headquartered in San Francisco's Financial District, we operate strategic regional hubs across New York City's Flatiron District, Salt Lake City, and the United Kingdom. We cultivate a vibrant, collaborative workplace culture through our hybrid model, bringing teams together in‑person on Mondays, Tuesdays, Thursdays, and Fridays to foster innovation and strengthen professional relationships. Benefits @ Pave At Pave, career advancement drives everything-roles expand, responsibilities deepen, and compensation rises alongside your professional growth. What we provide Complete Health Coverage: Comprehensive Medical, Dental and Vision coverage for you and your family, with plenty of options to suit your needs Time off & Flexibility: Flexible PTO and the ability to work from anywhere in the world for a month Meals & Snacks: Lunch & dinner stipends as well as fully stocked kitchens to fuel you Professional Development: Quarterly education stipend to continuously grow Family Support: Robust parental leave to bond with your new family Commuter Assistance: A commuter stipend to help you collaborate in person Vision - Our vision is to unlock a labor market built on trust Mission - Our team's mission is to build confidence in every compensation decision Are you ready to help our customers make smarter, more effective compensation decisions? Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. As set forth in Pave's Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows: A 'disabled veteran' is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A 'recently separated veteran' means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An 'active duty wartime or campaign badge veteran' means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An 'Armed forces service medal veteran' means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Voluntary Self-Identification of Disability Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 How do you know if you have a disability? A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to: Alcohol or other substance use disorder (not currently using drugs illegally) Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Intellectual or developmental disability Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson's disease, multiple sclerosis (MS) Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema Short stature (dwarfism) Traumatic brain injury PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete. #J-18808-Ljbffr

At Pave, we're building the industry's leading compensation platform, combining the world's largest real-time compensation dataset with deep expertise in AI and machine learning. Our platform is perfecting the art and science of pay to give 8,500+ companies unparalleled confidence in every compensation decision. Top tier companies like OpenAI, McDonald's, Instacart, Atlassian, Synopsys, Stripe, Databricks, and Waymo use Pave, transforming every pay decision into a competitive advantage. $190+ billion in total compensation spend is managed in our workflows, and 58% of Forbes AI 50 use Pave to benchmark compensation. The future of pay is real-time & predictive, and we're making it happen right now. We've raised $160M in funding from leading investors like Andreessen Horowitz, Index Ventures, Y Combinator, Bessemer Venture Partners, and Craft Ventures. The Market Data Strategy and Ops Team @ Pave Pave is building the largest real-time compensation market dataset, and our strategy and operations team drives this goal forward. We partner with customers, R&D, and Pave's leadership to determine the why, when, and how for our biggest data challenges while leading the execution of solutions. This role will primarily focus on accelerating customer data acquisition, while also supporting data throughput, product strategy, and other key initiatives. What You'll Do Acquire and onboard MM+ tech companies as data partners through targeted outreach campaigns, converting prospects into actively engaged platform users Shepherd customers through technical integration from initial setup to full deployment, maintaining ownership of the entire journey and driving high completion rates Lead enablement initiatives and strategic reviews with enterprise clients to maximize platform utilization, strengthen relationships, and secure long‑term retention Uncover cross‑sell opportunities by identifying adjacent product needs during data engagements, then qualifying and referring prospects to Account Executive teams Develop scalable frameworks and protocols working alongside Data and RevOps to streamline integration workflows, flag at‑risk accounts early, and create repeatable handoff processes Champion Pave's data value proposition by crafting compelling narratives that resonate with compensation leaders and position the platform as mission‑critical infrastructure Build and optimize conversion funnels through disciplined prospecting, systematic qualification, and metrics‑driven pipeline management across all customer touchpoints What You'll Bring Customer Success and Enablement: Deep expertise in driving product adoption and usage through systematic enablement programs, with experience managing customer lifecycle from onboarding through expansion Technical Integration Partnership: Strong ability to collaborate with customer technical teams and internal product/engineering to ensure seamless data integrations and ongoing platform optimization Pipeline Development and Qualification: Demonstrated skills in prospecting, lead qualification, and systematic pipeline management with measurable conversion metrics Cross‑Functional Revenue Generation: Track record of identifying and developing opportunities across multiple product lines, with ability to effectively hand off qualified leads while maintaining relationship ownership Data Storytelling and Evangelism: Expertise in translating complex data insights into compelling business narratives that drive customer engagement and platform adoption Consultative Relationship Building: Proven ability to build trusted advisor relationships with C‑level executives and compensation leaders through strategic business reviews and thought leadership Metrics‑Driven Growth Mindset: Strong analytical capabilities with experience building and optimizing conversion funnels, customer success metrics, and revenue attribution models Compensation, It's What We Do. Salary is just one component of Pave's total compensation package for employees. Your total rewards package at Pave will include equity, top‑notch medical, dental, and vision coverage, an unlimited PTO policy, and many other region‑specific benefits. Your level is based on our assessment of your interview performance and experience, which you can always ask the hiring manager about to understand in more detail. This salary range may include multiple levels. The targeted cash compensation for this position is (level depends on experience and performance in the interview process): $180k OTE Life @ Pave Since being founded in 2019, Pave has established a robust global footprint. Headquartered in San Francisco's Financial District, we operate strategic regional hubs across New York City's Flatiron District, Salt Lake City, and the United Kingdom. We cultivate a vibrant, collaborative workplace culture through our hybrid model, bringing teams together in‑person on Mondays, Tuesdays, Thursdays, and Fridays to foster innovation and strengthen professional relationships. Benefits @ Pave At Pave, career advancement drives everything-roles expand, responsibilities deepen, and compensation rises alongside your professional growth. What we provide Complete Health Coverage: Comprehensive Medical, Dental and Vision coverage for you and your family, with plenty of options to suit your needs Time off & Flexibility: Flexible PTO and the ability to work from anywhere in the world for a month Meals & Snacks: Lunch & dinner stipends as well as fully stocked kitchens to fuel you Professional Development: Quarterly education stipend to continuously grow Family Support: Robust parental leave to bond with your new family Commuter Assistance: A commuter stipend to help you collaborate in person Vision - Our vision is to unlock a labor market built on trust Mission - Our team's mission is to build confidence in every compensation decision Are you ready to help our customers make smarter, more effective compensation decisions? Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. As set forth in Pave's Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows: A 'disabled veteran' is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A 'recently separated veteran' means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An 'active duty wartime or campaign badge veteran' means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An 'Armed forces service medal veteran' means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Voluntary Self-Identification of Disability Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 How do you know if you have a disability? A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to: Alcohol or other substance use disorder (not currently using drugs illegally) Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Intellectual or developmental disability Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson's disease, multiple sclerosis (MS) Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema Short stature (dwarfism) Traumatic brain injury PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete. #J-18808-Ljbffr

A leading compensation platform provider in New York is seeking an expert in customer success and technical integration. This role is crucial for onboarding tech companies as data partners and ensuring high utilization of the platform. Candidates should have a track record in driving product adoption and building relationships with technical teams. The position offers competitive compensation and a vibrant work culture. #J-18808-Ljbffr

A leading compensation platform provider in New York is seeking an expert in customer success and technical integration. This role is crucial for onboarding tech companies as data partners and ensuring high utilization of the platform. Candidates should have a track record in driving product adoption and building relationships with technical teams. The position offers competitive compensation and a vibrant work culture. #J-18808-Ljbffr

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:

Full-time Description 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. Salary Description $145,000 to $175,000 per year

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.

Our Role: Fred C. Church's Connecticut office is a cornerstone of the Agency's future growth. Duble & O'Hearn's Private Client Group is a well-established insurance agency in the HNW space. As a Client Executive on this team, you will be asked to increase new opportunities, throughout the Northeast, Tri-State area and down into the Mid-Atlantic, as well as take responsibility of long-standing client accounts. It is hoped the Client Executive can spend time in our brand-new office in New Haven. For the right candidate, considerations can be made for remote work along the through the Tri-State (CT, NJ and NY) and mid-Atlantic areas (PA, MD, VA and DC). Its Responsibilities: Drive new sales. Generating referrals is vital to connecting with high net worth clientele Ability to create strong relationships and build centers of influence with referral sources (family offices, attorneys, wealth advisors, realtors and so forth) Discuss marketing and pricing options, review coverage gaps and analyze claims history Work with management to continually improve our customer service offering through unique value added services Serve as an advisor & consultant to ensure the client's changing risk management needs are addressed. Provide proactive risk management advice to current clients Participate with support staff in stewardship meetings where appropriate Identify and close potential cross-sell opportunities When needed be involved with more complicated claims situations Work with support team to resolve client issues Your Qualifications: At least three (3) years of prior sales experience in personal lines insurance or financial services BS/BA degree in Business, Finance, Marketing or another relevant discipline required Provided you have local market knowledge & existing relationships, the agency can train you on high net worth personal lines if you come from a middle market background or related financial services career. Able to convey the value of personal insurance through Fred C. Church Success in meeting or exceeding regular sales targets Excellent communication (written, verbal and presentation), interpersonal, networking, relationship building, problem solving and decision making skills required Current Personal Lines license, preferred; if not currently licensed, it is required within 3 months of employment Your Attributes: Motivated to continue building a sales career Desire to learn the unique characteristics of private client group networking, marketing and carrier negotiations. Proven track record of developing referral relationships that produce results. Ability to maintain professional and productive relationships with other staff, working closely with other departments where applicable Excellent organizational skills Consistent attention to detail and accuracy in all aspects of work Excellent documentation Demonstrate flexibility in prioritizing meeting deadlines and juggling multiple assignments Strong computer skills including, but not limited to, Excel, Word, and Outlook Please include your resume and a cover letter when applying. No phone calls, please. Fred C. Church is an equal opportunity employer and values diversity. All employment is decided on the basis of qualifications, merit and business need. We celebrate diversity and are committed to creating an inclusive environment for all employees. Come join us!

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

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

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

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

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

* Generates new business opportunities through cross-selling * Maintains and enhances Lockton's relationships with existing Clients by executing proactive, creative, and on-going contact initiatives * Works at a strategic level with large and complex Clients * Generates revenue from cross-selling * Proactively understands the requirements and needs of a Client account * Provide strategic planning and consulting advice to clients including the production of Requests for Proposal, coordination of vendor responses, analysis and comparison of RFP responses, and preparation of a client report with recommendations * Consults regularly with Clients to review large claims, abnormal utilization results, and monthly claims experience * Reviews and issues profitability assists on all "fee-at-risk" proposals * Assists in the establishment and attainment of revenue goals for existing and new business * Provides input in the development and implementation of policies and procedures, as well and operating and strategic plans within area of specialty * Develops and maintains dependable working relationships with carriers, broker servicing networks, and other providers * Oversees issue-resolution between Client and the Vendor * Coordinates market selection for new and renewal business on designated accounts * Initiates and duplicates new business report activities * Negotiates program terms and costs * May help coordinate the day-to-day administrative activities among those servicing the Client's account including the coordination of all support services such as claims and loss control * Provides information, concepts, techniques, and programs to department Associates to improve and enhance working knowledge * Researches and understands industry trends, product development government regulations * Performs other responsibilities and duties as needed

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

Lockton Affinity, in Overland Park, KS is searching for a Unit Manager to join our team. The Unit Manager is a senior position and responsible for overall performance and growth of assigned programs. Responsible for achieving budgeted revenue goals for all assigned programs while maintaining strong client, carrier, and associate relationships. Closely work with key clients throughout the year and be a primary stakeholder in the overall program. Participate as needed with new business opportunities and other ventures. The Unit Manager works closely with the Producers and across all departments at Lockton Affinity. YOUR RESPONSIBILITIES * Develops the annual revenue budget for assigned programs. * Establishes and executes annual strategic plan for designated programs. * Maximizes all potential revenue from existing programs. * Develop, review and approve the annual marketing and service plans for each assigned program to achieve revenue goal. * Monitor and report on revenue results on a monthly basis with recommendations as needed or appropriate. * Responsible for developing and maintaining relationships with association, franchisor, or other sponsor contacts, providing technical advice and strategy on program insurance issues. * Builds, expands and solidifies relationships with new and existing clients at all levels within the company and leads appropriate resources to address the client's needs. * Understands the overall business, operations and needs of the client. * Become the subject matter expert with respect to competition and industry trends. * Collaborate, negotiate, and clearly communicate with colleagues across all levels of the business. * Anticipates or responds in a timely manner to the requests and needs of the client, producer, and other associates. * Protects the confidentiality of client information. * Ability to build strong, dependable relationships with internal associates & external partners. * Communicates in a positive manner to contribute to a professional, cohesive, and dynamic work environment and leads program meetings as needed. * Makes positive contribution to customer satisfaction and constantly strives to improve service to customer via the marketing, sales, underwriting, accounting, claims and client service processes. * Ability to travel by aircraft, automobile, etc. and stay overnight for client meetings, conventions and other business-related events. * Prepares internal and external written correspondence, reports, and analyses as needed. Ability to handle professional sales and marketing presentations at client locations and at industry functions. * Makes timely insurance presentations to clients and knows when to involve producer and others on same. COMPETENCIES * Time Management and Organization: Uses a range of skills, tools, and techniques to manage time when accomplishing specific tasks, projects and goals; this includes planning, allocating, setting goals, delegation, analysis of time spent, monitoring, organizing, scheduling, and prioritizing. * Professionalism: Conducts oneself in a polite and respectful manner and demonstrates good judgment when dealing with internal and external clients. * Client Focus: Practices Lockton's motto, "We Live Service," while serving Clients' needs, nurturing effective Client relationships, and contributing to the overall success and satisfaction of Lockton Affinity. * Reliability: Completes tasks and job functions on time, while meeting or exceeding expectations; carries a trusted reputation for dependability, honesty, consistency, and commitment. * Communication: Expresses ideas clearly, listens effectively, shares information appropriately, demonstrates interpersonal skills, and resolves conflict as needed. * Industry Knowledge: Stays current on issues impacting the industry by maintaining expertise in a functional area.

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