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Account Executive jobs at UnitedHealthcare of Ohio Inc - 48 jobs

  • Commercial Lines Account Executive

    Acrisure 4.4company rating

    Houma, LA jobs

    A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services - and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: As an Enterprise Account Executive for Complex Accounts at Acrisure, you play a crucial role in driving Total Client Growth, delivering exceptional client experience, and managing complex, enterprise-level insurance relationships. This role requires advanced technical insurance expertise, strategic advisory capabilities, and the ability to translate client needs into impactful risk solutions. You will lead sophisticated risk strategy engagements-including de-risking initiatives, coverage gap analysis, strategic claims consultation, benchmarking, and captive program evaluation-while also overseeing the end-to-end delivery of Acrisure's total client experience. Success is measured through retention, growth of an assigned book of business, client satisfaction, and strategic expansion of services across multiple product lines and departments. This role is ideal for a senior insurance professional who excels in client strategy, executive-level communication, complex policy structure, and cross-department collaboration. Enterprise accounts include clients that present highly intricate and multi-faceted risk exposures across various domains, requiring advanced and holistic risk management strategies and executive level partnership. Responsibilities: Client Relationship & Strategic Advisory * Serve as the primary relationship lead for enterprise-level and complex commercial accounts. * Build and sustain strong client partnerships with a deep understanding of multi-line business needs and organizational risk. * Lead Quarterly Business Strategy Meetings with stakeholders, focusing on program structure, KPIs, financial performance, loss trends, and forward-looking mitigation plans. * Conduct Discovery Sessions (in conjunction with Client Advisors) to surface emerging exposures, operational changes, and strategic business priorities. * Assist in development of and execute De-Risking Strategies aligned with overarching business risk and industry dynamics. * Deliver Coverage Gap Analysis reviews and recommend solutions to eliminate exposure misalignment. * Review contracts, leases, and third-party risk transfer requirements when situations warrant to ensure coverage compliance and appropriate allocation of risk. * Present benchmarking insights, claims trends, and strategic performance analytics to support informed client decision-making. * Consult on complex program structures including captives, large deductible programs, risk financing, and alternative approaches. * Oversee a proactive strategic claims approach, partnering with internal claims resources to reduce total cost of risk. * Note that this position requires 40-50% travel within a territory Client Experience Execution & Leadership * Execution and delivery of Total Client Experience timelines across assigned accounts. * Conduct and organize client meetings, workshops, educational sessions, and operational/executive presentations-both independently and with cross-functional support. * When appropriate, assume direct client-facing responsibilities previously handled by a Client Advisor. * Ensure timely delivery and accuracy of enterprise presentations including: * Technical proposals * Strategy plans * Claims reviews * Progress reports * Executive workshops * Client onboarding sessions * Identify Total Client Opportunities, integrating product and advisory resources across Acrisure departments. * Coordinate and collaborate with Client Advisors, Placement, Account Executives, Account Managers, and specialty resource partners to retain and grow assigned accounts. * Review supplemental applications, loss runs, audit reports, and client data to surface needs and route solutions. * Lead, monitor, and report results of total client solution delivery within the renewal timeline. * Perform additional duties as assigned. Qualifications: * College degree in Business Administration or related field preferred. * 8+ years commercial P&C insurance experience; enterprise or complex national accounts strongly preferred. * Active Property & Casualty license required * Proven record of retaining and growing large accounts; strong executive presence in client-facing roles. * Experience managing external and internal resources, including vendor and carrier relationships. * Advanced understanding of coverage structures, contractual risk transfer, loss analytics, and technical program design. * Strong project management and analytical skills, with ability to oversee complex initiatives and measure performance outcomes. * Exceptional written and verbal communication skills, including technical and executive-level presenting. * Ability to work cross-functionally across sales, service, claims, placement, and specialty departments. * Adaptability and resilience in a fast-paced, evolving environment. * Insurance designations such as ARM, CPCU, CRM, CIC preferred but not required. * Ability to travel up to 50% of the time is required. #LI-LR1 #LI-Hybrid Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. Why Join Us: At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future. Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York. Employee Benefits We also offer our employees a comprehensive suite of benefits and perks, including: * Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time. * Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription. * Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs. * Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage. * … and so much more! This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location. Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting *******************. California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy. Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice. Welcome, your new opportunity awaits you.
    $56k-88k yearly est. Auto-Apply 37d ago
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  • Commercial Lines Account Executive

    Acrisure, LLC 4.4company rating

    Houma, LA jobs

    About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services - and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: As an Enterprise Account Executive for Complex Accounts at Acrisure, you play a crucial role in driving Total Client Growth, delivering exceptional client experience, and managing complex, enterprise-level insurance relationships. This role requires advanced technical insurance expertise, strategic advisory capabilities, and the ability to translate client needs into impactful risk solutions. You will lead sophisticated risk strategy engagements-including de-risking initiatives, coverage gap analysis, strategic claims consultation, benchmarking, and captive program evaluation-while also overseeing the end-to-end delivery of Acrisure's total client experience. Success is measured through retention, growth of an assigned book of business, client satisfaction, and strategic expansion of services across multiple product lines and departments. This role is ideal for a senior insurance professional who excels in client strategy, executive-level communication, complex policy structure, and cross-department collaboration. Enterprise accounts include clients that present highly intricate and multi-faceted risk exposures across various domains, requiring advanced and holistic risk management strategies and executive level partnership. Responsibilities: Client Relationship & Strategic Advisory Serve as the primary relationship lead for enterprise-level and complex commercial accounts. Build and sustain strong client partnerships with a deep understanding of multi-line business needs and organizational risk. Lead Quarterly Business Strategy Meetings with stakeholders, focusing on program structure, KPIs, financial performance, loss trends, and forward-looking mitigation plans. Conduct Discovery Sessions (in conjunction with Client Advisors) to surface emerging exposures, operational changes, and strategic business priorities. Assist in development of and execute De-Risking Strategies aligned with overarching business risk and industry dynamics. Deliver Coverage Gap Analysis reviews and recommend solutions to eliminate exposure misalignment. Review contracts, leases, and third-party risk transfer requirements when situations warrant to ensure coverage compliance and appropriate allocation of risk. Present benchmarking insights, claims trends, and strategic performance analytics to support informed client decision-making. Consult on complex program structures including captives, large deductible programs, risk financing, and alternative approaches. Oversee a proactive strategic claims approach, partnering with internal claims resources to reduce total cost of risk. Note that this position requires 40-50% travel within a territory Client Experience Execution & Leadership Execution and delivery of Total Client Experience timelines across assigned accounts. Conduct and organize client meetings, workshops, educational sessions, and operational/executive presentations-both independently and with cross-functional support. When appropriate, assume direct client-facing responsibilities previously handled by a Client Advisor. Ensure timely delivery and accuracy of enterprise presentations including: Technical proposals Strategy plans Claims reviews Progress reports Executive workshops Client onboarding sessions Identify Total Client Opportunities, integrating product and advisory resources across Acrisure departments. Coordinate and collaborate with Client Advisors, Placement, Account Executives, Account Managers, and specialty resource partners to retain and grow assigned accounts. Review supplemental applications, loss runs, audit reports, and client data to surface needs and route solutions. Lead, monitor, and report results of total client solution delivery within the renewal timeline. Perform additional duties as assigned. Qualifications: College degree in Business Administration or related field preferred. 8+ years commercial P&C insurance experience; enterprise or complex national accounts strongly preferred. Active Property & Casualty license required Proven record of retaining and growing large accounts; strong executive presence in client-facing roles. Experience managing external and internal resources, including vendor and carrier relationships. Advanced understanding of coverage structures, contractual risk transfer, loss analytics, and technical program design. Strong project management and analytical skills, with ability to oversee complex initiatives and measure performance outcomes. Exceptional written and verbal communication skills, including technical and executive-level presenting. Ability to work cross-functionally across sales, service, claims, placement, and specialty departments. Adaptability and resilience in a fast-paced, evolving environment. Insurance designations such as ARM, CPCU, CRM, CIC preferred but not required. Ability to travel up to 50% of the time is required. If you are a driven leader with a passion for operational excellence in the employee benefits field, we invite you to apply for this exciting opportunity. Join our team and contribute to the growth and success of our employee benefits practice. #LI-LR1 #LI-Hybrid Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. Why Join Us: At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future. Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York. Employee Benefits We also offer our employees a comprehensive suite of benefits and perks, including: Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time. Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription. Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs. Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage. … and so much more! This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location. Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting ******************* . California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy. Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice. Welcome, your new opportunity awaits you.
    $56k-88k yearly est. Auto-Apply 14d ago
  • Strategic Acquisition Executive

    Zurich Na 4.8company rating

    Baton Rouge, LA jobs

    128834 Zurich North America is seeking a results-driven **Strategic Acquisition Executive** to support the acquisition of new F&I Mega dealer accounts. You will be a critical part of our newly formed F&I Large Account Acquisition team, which is focused exclusively on signing new, high-value F&I relationships. Working closely with the Head of F&I Strategic Acquisition and Mega teams you will drive opportunities through the pipeline, deliver compelling proposals, and oversee a smooth transition to local teams post-signature. This position reports to the Head of F&I Strategic Acquisition and we are open to the location anywhere in the United States with travel expected. **Key Responsibilities:** + Collaborate with sales team colleagues (Divisional F&I Managers, F&I Executives, and Account Executives) to identify and qualify F&I Mega dealer prospects across the U.S. + Assist in crafting compelling proposals tailored to each prospect, including gathering relevant data, coordinating input from stakeholders, and supporting presentation delivery. + Act as a liaison between sales and underwriting to ensure alignment and consistency in messaging and strategy during the acquisition process. + Support the Head of F&I Strategic Acquisition in managing the signing process, ensuring all necessary documentation such as the Dealer Agreements are completed accurately and on time. + Work with local teams to ensure a smooth dealer kickoff and facilitate a seamless transition from acquisition through onboarding. + Maintain detailed records of acquisition activities, timelines, and outcomes using Salesforce and other internal tools. Required Qualifications: + Bachelors Degree and 4 or more years of experience in the Sales area OR + High School Diploma or Equivalent and 6 or more years of experience in the Sales area OR + Zurich Certified Insurance Apprentice including an Associate Degree and 4 or more years of experience in the Sales area Preferred Qualifications: + Demonstrated success acquiring accounts with a track record of sales success + Experience working within a team environment to exceed shared goals + Deep expertise in F&I and Automotive industry + High motivation to drive business growth + Exceptional presentation, collaboration, and communication skills Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply-your unique background matters to us.The annual salary range, based on performance under the sales incentive plan for this role is $64,600.00 - $105,900.00. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards here .] **Why Zurich?** At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment-so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500 . Join us for a brighter future-for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. **Please note:** Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - Remote Work (US), AM - Delaware Virtual Office Remote Working: Yes Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-KJ1 #LI-REMOTE EOE Disability / Veterans
    $89k-139k yearly est. 33d ago
  • Sales Executive

    Oscar Health Insurance 4.6company rating

    Louisiana jobs

    Hi, we're Oscar. We're hiring a Sales Executive to join our Sales team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves-one that behaves like a doctor in the family. About the role: As a Sales Executive, you will play a crucial role in driving membership growth for the business by identifying and qualifying potential leads. You will ensure that insurance brokers across our coverage area have the information and tools to effectively understand and sell our product. You will report into a Director, Sales. Work Location: This is a remote position based in the field, open to candidates who reside in Arizona. Your daily work will involve a blend of work from your home office and frequent travel for client meetings. Occasional travel may be required for team meetings and company events. #LI-Remote Pay Transparency: The base pay for this role is: $69,600 - $91,350 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program, and sales commissions. Responsibilities: * Conduct research to identify potential leads and target accounts. * Reach out to prospects via phone calls, emails, and social media * Qualify leads by understanding their needs and determining their potential fit with our products/services. * Drive sales efforts for the business by identifying and qualifying distribution partners (insurance brokers and agencies) and/or leads. * Collaborate with the marketing team to align on lead generation strategies and campaigns. * Maintain accurate and up-to-date records of all interactions in the CRM system. * Representing our product in the market at events / conferences as needed, which may take place during evening and/or weekend hours * Continuously improve sales skills and product knowledge through training and feedback * Identify areas where we can improve tools and processes * Compliance with all applicable laws and regulations * Other duties as assigned Requirements: * 3+ years of healthcare industry experience in a sales role or sales organization * 2+ years of experience presenting and communicating with stakeholders at all levels * Must be a licensed insurance professional or obtain within the first 90 days Bonus points: * Bachelor's Degree or 4 years of relevant experience * Proficient in Salesforce Travel Required: * Up to 50% This is an authentic Oscar Health job opportunity. Learn more about how you can safeguard yourself from recruitment fraud here. At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team (accommodations@hioscar.com) to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.
    $69.6k-91.4k yearly Auto-Apply 41d ago
  • CRC Benefits - Sales Executive, Small Group Health Insurance

    CRC Insurance Services, Inc. 4.3company rating

    New Orleans, LA jobs

    **The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.** _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@crcgroup.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st Shift (United States of America) **Please review the following job description:** As part of our team you will generate new business by developing relationships with broker partners. The Account Service Division (ASD) at CRC Benefits (formerly BenefitMall) partners with brokers to manage existing books of business. The ideal candidate will have established selling relationships with large insurance brokers. To be successful in this position candidates must have strong multitasking and organizational skills, excellent communication skills, the ability to collaborate well in a team environment, enjoy relationship building, and adaptable to change in a fast-growing organization. This is a remote position; however, to be considered, candidates must be licensed and currently live in one the posted areas. Our teams collaborate using video and screen sharing technology which means you'll feel like you're part of the team while also enjoying the convenience of working from home. At CRC Benefits, an industry leading provider of benefits services, we believe that it takes great employees to build a resilient organization. Our culture is based on corporate values that focus on inclusion, trust, collaboration, and innovation to help us build a bright future. As a result of listening to our employees, CRC Benefits recently earned a Top Workplaces USA award three years in a row based solely on employee feedback and insight! If you want to work for a company where employees are valued and growth is encouraged, CRC Benefits could be the place. **REQUIRED RESPONSIBILITIES** Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. + Drives increased sales and Company growth by developing positive business relationships with agents/brokers. + Maintains an in-depth understanding of the Company's products and processes and how agents/brokers interact with these products and processes. + Maintains increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents/brokers and their clients. + Works in tandem with Implementation to effectively onboard block transitions from agents/brokers and to encourage them to place their clients' business with the Company. + Conducts regular follow-up and prospective calls to agents/brokers, both in office and on-site to market Company services. + Resolves escalated issues by resolving conflicts, solving problems, and providing feedback to Company management. + Actively participates in team meetings, providing input to contribute to the team's overall success. + Keeps abreast of current trends and regulatory issues surrounding benefit plan design and administration + Occasional long, irregular hours and frequent travel. + Ability to work overtime during busy time. **REQUIRED QUALIFICATIONS** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. + **Life/Health Agent's License is required.** + Bachelor's degree preferred, along with **a minimum of three (3) years of experience in a related group health insurance/employee medical benefits sales role.** + In-depth knowledge of group insurance products preferably attained through working in an insurance marketing or selling role. + Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook; proficient in web browsers, specifically Google Chrome. + Communicate effectively with all levels of internal and external personnel, both verbally and in writing. + Read, comprehend, and interpret moderately complex documents including sales, underwriting, and Company guidelines. + Develop and maintain good working relationships and provide positive customer service. + Analyze and resolve problems to assist agents/brokers in presenting the best solution to prospective clients. + Determine when situations need to be escalated to Company management. + Work in and contribute to a positive team environment. + Manage multiple responsibilities simultaneously. The annual base salary for this position is $75,000 - $90,000. Additional incentive pay is available for this position. **General Description of Available Benefits for Eligible Employees of CRC Group:** At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan. **_CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** Pay Transparency Nondiscrimination Provision E-Verify (********************************************** Contents/E-Verify\_Participation\_Poster\_ES.pdf) Join CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence. Why CRC Group? - Growth: Advance your career with our learning and leadership development programs. - Innovation: Work in a forward-thinking environment that values new ideas. - Community: Be part of a supportive team that celebrates success together. - Benefits: Enjoy competitive compensation, health benefits, and retirement plans. Who We're Looking For We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.
    $75k-90k yearly 58d ago
  • Sales Executive

    Oscar Health Insurance 4.6company rating

    Iowa, LA jobs

    Hi, we're Oscar. We're hiring a Sales Executive to join our Sales team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves-one that behaves like a doctor in the family. About the role: As a Sales Executive, you will play a crucial role in driving membership growth for the business by identifying and qualifying potential leads. You will ensure that insurance brokers across our coverage area have the information and tools to effectively understand and sell our product. You will report into a Director, Sales. Work Location: This is a remote position based in the field, open to candidates who reside in Iowa. Your daily work will involve a blend of work from your home office and frequent travel for client meetings. Occasional travel may be required for team meetings and company events. #LI-Remote Pay Transparency: The base pay for this role is: $69,600 - $91,350 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program, and sales commissions. Responsibilities: * Conduct research to identify potential leads and target accounts. * Reach out to prospects via phone calls, emails, and social media * Qualify leads by understanding their needs and determining their potential fit with our products/services. * Drive sales efforts for the business by identifying and qualifying distribution partners (insurance brokers and agencies) and/or leads. * Collaborate with the marketing team to align on lead generation strategies and campaigns. * Maintain accurate and up-to-date records of all interactions in the CRM system. * Representing our product in the market at events / conferences as needed, which may take place during evening and/or weekend hours * Continuously improve sales skills and product knowledge through training and feedback * Identify areas where we can improve tools and processes * Compliance with all applicable laws and regulations * Other duties as assigned Requirements: * 3+ years of healthcare industry experience in a sales role or sales organization * 2+ years of experience presenting and communicating with stakeholders at all levels * Must be a licensed insurance professional or obtain within the first 90 days Bonus points: * Bachelor's Degree or 4 years of relevant experience * Proficient in Salesforce Travel Required: * Up to 50% This is an authentic Oscar Health job opportunity. Learn more about how you can safeguard yourself from recruitment fraud here. At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team (accommodations@hioscar.com) to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.
    $69.6k-91.4k yearly Auto-Apply 41d ago
  • CRC Benefits - Sales Executive, Small Group Health Insurance

    Crump Group, Inc. 3.7company rating

    New Orleans, LA jobs

    The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: As part of our team you will generate new business by developing relationships with broker partners. The Account Service Division (ASD) at CRC Benefits (formerly BenefitMall) partners with brokers to manage existing books of business. The ideal candidate will have established selling relationships with large insurance brokers. To be successful in this position candidates must have strong multitasking and organizational skills, excellent communication skills, the ability to collaborate well in a team environment, enjoy relationship building, and adaptable to change in a fast-growing organization. This is a remote position; however, to be considered, candidates must be licensed and currently live in one the posted areas. Our teams collaborate using video and screen sharing technology which means you'll feel like you're part of the team while also enjoying the convenience of working from home. At CRC Benefits, an industry leading provider of benefits services, we believe that it takes great employees to build a resilient organization. Our culture is based on corporate values that focus on inclusion, trust, collaboration, and innovation to help us build a bright future. As a result of listening to our employees, CRC Benefits recently earned a Top Workplaces USA award three years in a row based solely on employee feedback and insight! If you want to work for a company where employees are valued and growth is encouraged, CRC Benefits could be the place. REQUIRED RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Drives increased sales and Company growth by developing positive business relationships with agents/brokers. Maintains an in-depth understanding of the Company's products and processes and how agents/brokers interact with these products and processes. Maintains increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents/brokers and their clients. Works in tandem with Implementation to effectively onboard block transitions from agents/brokers and to encourage them to place their clients' business with the Company. Conducts regular follow-up and prospective calls to agents/brokers, both in office and on-site to market Company services. Resolves escalated issues by resolving conflicts, solving problems, and providing feedback to Company management. Actively participates in team meetings, providing input to contribute to the team's overall success. Keeps abreast of current trends and regulatory issues surrounding benefit plan design and administration Occasional long, irregular hours and frequent travel. Ability to work overtime during busy time. REQUIRED QUALIFICATIONS The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Life/Health Agent's License is required. Bachelor's degree preferred, along with a minimum of three (3) years of experience in a related group health insurance/employee medical benefits sales role. In-depth knowledge of group insurance products preferably attained through working in an insurance marketing or selling role. Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook; proficient in web browsers, specifically Google Chrome. Communicate effectively with all levels of internal and external personnel, both verbally and in writing. Read, comprehend, and interpret moderately complex documents including sales, underwriting, and Company guidelines. Develop and maintain good working relationships and provide positive customer service. Analyze and resolve problems to assist agents/brokers in presenting the best solution to prospective clients. Determine when situations need to be escalated to Company management. Work in and contribute to a positive team environment. Manage multiple responsibilities simultaneously. The annual base salary for this position is $75,000 - $90,000. Additional incentive pay is available for this position. General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan. CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
    $75k-90k yearly Auto-Apply 59d ago
  • Commercial Lines Account Executive

    Acrisure 4.4company rating

    Baton Rouge, LA jobs

    A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services - and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: As an Enterprise Account Executive for Complex Accounts at Acrisure, you play a crucial role in driving Total Client Growth, delivering exceptional client experience, and managing complex, enterprise-level insurance relationships. This role requires advanced technical insurance expertise, strategic advisory capabilities, and the ability to translate client needs into impactful risk solutions. You will lead sophisticated risk strategy engagements-including de-risking initiatives, coverage gap analysis, strategic claims consultation, benchmarking, and captive program evaluation-while also overseeing the end-to-end delivery of Acrisure's total client experience. Success is measured through retention, growth of an assigned book of business, client satisfaction, and strategic expansion of services across multiple product lines and departments. This role is ideal for a senior insurance professional who excels in client strategy, executive-level communication, complex policy structure, and cross-department collaboration. Enterprise accounts include clients that present highly intricate and multi-faceted risk exposures across various domains, requiring advanced and holistic risk management strategies and executive level partnership. Responsibilities: Client Relationship & Strategic Advisory * Serve as the primary relationship lead for enterprise-level and complex commercial accounts. * Build and sustain strong client partnerships with a deep understanding of multi-line business needs and organizational risk. * Lead Quarterly Business Strategy Meetings with stakeholders, focusing on program structure, KPIs, financial performance, loss trends, and forward-looking mitigation plans. * Conduct Discovery Sessions (in conjunction with Client Advisors) to surface emerging exposures, operational changes, and strategic business priorities. * Assist in development of and execute De-Risking Strategies aligned with overarching business risk and industry dynamics. * Deliver Coverage Gap Analysis reviews and recommend solutions to eliminate exposure misalignment. * Review contracts, leases, and third-party risk transfer requirements when situations warrant to ensure coverage compliance and appropriate allocation of risk. * Present benchmarking insights, claims trends, and strategic performance analytics to support informed client decision-making. * Consult on complex program structures including captives, large deductible programs, risk financing, and alternative approaches. * Oversee a proactive strategic claims approach, partnering with internal claims resources to reduce total cost of risk. * Note that this position requires 40-50% travel within a territory Client Experience Execution & Leadership * Execution and delivery of Total Client Experience timelines across assigned accounts. * Conduct and organize client meetings, workshops, educational sessions, and operational/executive presentations-both independently and with cross-functional support. * When appropriate, assume direct client-facing responsibilities previously handled by a Client Advisor. * Ensure timely delivery and accuracy of enterprise presentations including: * Technical proposals * Strategy plans * Claims reviews * Progress reports * Executive workshops * Client onboarding sessions * Identify Total Client Opportunities, integrating product and advisory resources across Acrisure departments. * Coordinate and collaborate with Client Advisors, Placement, Account Executives, Account Managers, and specialty resource partners to retain and grow assigned accounts. * Review supplemental applications, loss runs, audit reports, and client data to surface needs and route solutions. * Lead, monitor, and report results of total client solution delivery within the renewal timeline. * Perform additional duties as assigned. Qualifications: * College degree in Business Administration or related field preferred. * 8+ years commercial P&C insurance experience; enterprise or complex national accounts strongly preferred. * Active Property & Casualty license required * Proven record of retaining and growing large accounts; strong executive presence in client-facing roles. * Experience managing external and internal resources, including vendor and carrier relationships. * Advanced understanding of coverage structures, contractual risk transfer, loss analytics, and technical program design. * Strong project management and analytical skills, with ability to oversee complex initiatives and measure performance outcomes. * Exceptional written and verbal communication skills, including technical and executive-level presenting. * Ability to work cross-functionally across sales, service, claims, placement, and specialty departments. * Adaptability and resilience in a fast-paced, evolving environment. * Insurance designations such as ARM, CPCU, CRM, CIC preferred but not required. * Ability to travel up to 50% of the time is required. #LI-LR1 #LI-Hybrid Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. Why Join Us: At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future. Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York. Employee Benefits We also offer our employees a comprehensive suite of benefits and perks, including: * Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time. * Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription. * Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs. * Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage. * … and so much more! This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location. Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting *******************. California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy. Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice. Welcome, your new opportunity awaits you.
    $56k-88k yearly est. Auto-Apply 37d ago
  • Commercial Lines Account Executive

    Acrisure 4.4company rating

    New Orleans, LA jobs

    A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services - and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: As an Enterprise Account Executive for Complex Accounts at Acrisure, you play a crucial role in driving Total Client Growth, delivering exceptional client experience, and managing complex, enterprise-level insurance relationships. This role requires advanced technical insurance expertise, strategic advisory capabilities, and the ability to translate client needs into impactful risk solutions. You will lead sophisticated risk strategy engagements-including de-risking initiatives, coverage gap analysis, strategic claims consultation, benchmarking, and captive program evaluation-while also overseeing the end-to-end delivery of Acrisure's total client experience. Success is measured through retention, growth of an assigned book of business, client satisfaction, and strategic expansion of services across multiple product lines and departments. This role is ideal for a senior insurance professional who excels in client strategy, executive-level communication, complex policy structure, and cross-department collaboration. Enterprise accounts include clients that present highly intricate and multi-faceted risk exposures across various domains, requiring advanced and holistic risk management strategies and executive level partnership. Responsibilities: Client Relationship & Strategic Advisory * Serve as the primary relationship lead for enterprise-level and complex commercial accounts. * Build and sustain strong client partnerships with a deep understanding of multi-line business needs and organizational risk. * Lead Quarterly Business Strategy Meetings with stakeholders, focusing on program structure, KPIs, financial performance, loss trends, and forward-looking mitigation plans. * Conduct Discovery Sessions (in conjunction with Client Advisors) to surface emerging exposures, operational changes, and strategic business priorities. * Assist in development of and execute De-Risking Strategies aligned with overarching business risk and industry dynamics. * Deliver Coverage Gap Analysis reviews and recommend solutions to eliminate exposure misalignment. * Review contracts, leases, and third-party risk transfer requirements when situations warrant to ensure coverage compliance and appropriate allocation of risk. * Present benchmarking insights, claims trends, and strategic performance analytics to support informed client decision-making. * Consult on complex program structures including captives, large deductible programs, risk financing, and alternative approaches. * Oversee a proactive strategic claims approach, partnering with internal claims resources to reduce total cost of risk. * Note that this position requires 40-50% travel within a territory Client Experience Execution & Leadership * Execution and delivery of Total Client Experience timelines across assigned accounts. * Conduct and organize client meetings, workshops, educational sessions, and operational/executive presentations-both independently and with cross-functional support. * When appropriate, assume direct client-facing responsibilities previously handled by a Client Advisor. * Ensure timely delivery and accuracy of enterprise presentations including: * Technical proposals * Strategy plans * Claims reviews * Progress reports * Executive workshops * Client onboarding sessions * Identify Total Client Opportunities, integrating product and advisory resources across Acrisure departments. * Coordinate and collaborate with Client Advisors, Placement, Account Executives, Account Managers, and specialty resource partners to retain and grow assigned accounts. * Review supplemental applications, loss runs, audit reports, and client data to surface needs and route solutions. * Lead, monitor, and report results of total client solution delivery within the renewal timeline. * Perform additional duties as assigned. Qualifications: * College degree in Business Administration or related field preferred. * 8+ years commercial P&C insurance experience; enterprise or complex national accounts strongly preferred. * Active Property & Casualty license required * Proven record of retaining and growing large accounts; strong executive presence in client-facing roles. * Experience managing external and internal resources, including vendor and carrier relationships. * Advanced understanding of coverage structures, contractual risk transfer, loss analytics, and technical program design. * Strong project management and analytical skills, with ability to oversee complex initiatives and measure performance outcomes. * Exceptional written and verbal communication skills, including technical and executive-level presenting. * Ability to work cross-functionally across sales, service, claims, placement, and specialty departments. * Adaptability and resilience in a fast-paced, evolving environment. * Insurance designations such as ARM, CPCU, CRM, CIC preferred but not required. * Ability to travel up to 50% of the time is required. #LI-LR1 #LI-Hybrid Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. Why Join Us: At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future. Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York. Employee Benefits We also offer our employees a comprehensive suite of benefits and perks, including: * Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time. * Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription. * Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs. * Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage. * … and so much more! This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location. Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting *******************. California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy. Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice. Welcome, your new opportunity awaits you.
    $56k-88k yearly est. Auto-Apply 37d ago
  • Commercial Lines Account Executive

    Brown & Brown 4.6company rating

    Baton Rouge, LA jobs

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Commercial Lines Account Executive to join our growing team in Baton Rouge, LA! The Commercial Lines Account Executive will retain and grow business by servicing and managing client and prospective client relationships by collaborating with team members to deliver exceptional customer service, achieve client satisfaction, and drive new business opportunities. How You Will Contribute: Establish, cultivate, and manage customer relations with client and prospective decision-makers, as well as professional relationships with carrier partners, and internal resources throughout the organization Identify gaps in coverage and advising current clients/assist producers with options; as well as work through complex coverage needs Ensure matters are tended to in relation to the assigned book of business. Manage the renewal process for all assigned clients including the facilitation of renewal pricing as well as preparing and delivering the renewal proposals and binders Support sales team with implementation of new clients Ensure internal compliance and client disclosure requirements, policies, endorsements, and certificates are in alignment with client expectations and legal requirements Create and present educational materials for value-add services to clients and prospects Grow book of business through referrals and cross-selling Support training initiatives for new service and sales teammates Perform other duties as assigned Licenses and Certifications: Valid Insurance license. Professional Designation specific to area of specialty (ie, ARM, CIC, RPLU) Skills & Experience to Be Successful: College Degree in a business-related field. 7+ years' experience in the insurance industry, or a related field Proficient knowledge of insurance coverages, contracts, and state regulations where business is conducted Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher. Able to create, edit, and merge letters, spreadsheets, labels, etc. Proficient knowledge of the use of office equipment (including but not limited to copy machines, printers, faxes, binding machines, etc.) Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
    $58k-82k yearly est. Auto-Apply 16d ago
  • Commercial Lines Account Executive

    Hub International 4.8company rating

    Lafayette, LA jobs

    HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term Disability Options Comprehensive Wellness Program Paid Parental Leave Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off Great work/life balance, because that's important for all of us! Focus on creating a meaningful environment through employee engagement events The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry! Growth potential - HUB is constantly growing and so can your career! A rewarding career that helps local businesses in the community Strong community support and involvement through HUB Gives SUMMARY: The Account Executive guides our clients through the entire quoting and binding process by obtaining all documentation needed. Account Executives are responsible for servicing new clients and managing and retaining existing clients while also maintaining valued relationships with our insurance carriers. ESSENTIAL DUTIES AND RESPONSIBILITIES Client Interaction: Provides client support with all levels of decision-makers and day-to-day representatives. Follows up with clients to address their needs and resolve any issues or concerns. Collect all documentation needed for quoting and binding an asset. Prepares client renewals and new business strategies, including proposals and presentations. Introduces new products and ensures proper resources availability within the organization for the client. Cross-sell additional coverages when beneficial. Carrier Relationship Management: Present assets to several markets, comparing quotes to then present the best options to our clients. Responsible for putting all documentation together and sending the bind order to underwriting. Follows up to ensure the policy has been bound and no further action is needed. Responsible for renewals and taking renewals out to market. Teamwork, Collaboration & Trainings: Attends trainings, courses, meetings, etc. to maintain updated skills. Collaborate and partner with Producers, Account Managers and CSRs to provide best possible service to client. WORK EXPERIENCE REQUIREMENTS At least 5+ years of experience and demonstrated proficiency in an insurance Account Management or Executive role in required lines. Brokerage experience is preferred. Excellent oral and written English communications skills. Superior customer service and problem solving skills. Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems. Ability to work in a team environment. Ability to work a regular, full-time work schedule at HUB's facility(s) and ability to travel on business when required. EDUCATION REQUIREMENTS High School diploma or equivalent; AA and/or college degree preferred. LICENSING OR CERTIFICATION REQUIREMENTS Currently licensed in good standing in required lines and states. Current with all necessary CE credits in required lines and states. Advanced professional designation highly desirable (e.g. AAI, ARM, CIC). Department Account Management & ServiceRequired Experience: 5-7 years of relevant experience Required Travel: NegligibleRequired Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
    $60k-84k yearly est. Auto-Apply 13d ago
  • Commercial Lines Account Executive

    AWS Insurance 3.8company rating

    Metairie, LA jobs

    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: Commercial Lines Account Executive Hiring Manager Job Title: Commercial Lines Manager Employment Status: Full-Time Regular Primary Location: Metairie, LA JOB SUMMARY Assists in the production of new accounts and the retention of existing accounts. Provides prompt, efficient, high-quality service to designated accounts including the processing of changes, renewals, performing rating &/or data entry as necessary, making calls to clients or company representatives or by assisting in any other areas as instructed by Producer or Management. ESSENTIAL DUTIES AND RESPONSIBILITIESTechnical Expertise These duties include but are not limited to: Analysis of current client exposures to create renewal marketing strategy in conjunction with Producer Renewal Marketing including the negotiation of coverages, exposure rates and agency compensation Quote reviewal for competitiveness and accuracy Binding insurance coverages for clients Identification of uninsured client exposures and provide recommendations for additional products/services to close exposure gaps Review of client contracts to ensure compliance with existing coverage &/or to identify additional uninsured exposures Online rating Knowledge of policy forms and endorsements Maintaining knowledge of current market conditions and new products Adherence to Agency Procedures Communication with clients and brokers/carriers Utilization of Agency Management System Audit Disputes Act as main point of contact for client, with in-house client facing meetings as necessary Review and processing of Policy Audits and Monthly Reports Process change requests Identifying and resolving Accounting Discrepancies including Aged Receivables Mail and phone correspondence/requests Documentation of Agency Management System Policy review and delivery Quickly addressing customer policy questions, and document requests Working with clients and underwriters to endorse coverage as needed Reporting and monitoring claims until closed Document Generation The following documents may be generated independently or via delegation. Nevertheless, the Account Executive is ultimately responsible for accuracy. ACORD Applications Supplementals Client Exposure Spreadsheets Statement of Values Loss Summaries or Loss Matrixes Marketing Submissions Market Summarizations Renewal Proposals &/or Spreadsheets Premium Finance Agreements Schedules &/or Summaries of Insurance Premium Breakdowns Certificates of Insurance &/or Evidences of Property Policies Endorsements Bind Requests Insurance Binders Invoices Teamwork These duties include but are not limited to: Supporting Producer in developing new business opportunities for existing clients and prospects Initiating and managing renewal process for existing clients with or without Producer as necessary Delegating and managing tasks given to supporting colleagues Ensuring delegated tasks are completed as directed Providing professional direction and guidance to other colleagues as appropriate Building and maintaining company and broker relationships Assisting Producer in coverage analysis, exposure recommendations and client presentations 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 commercial lines customer service experience. 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 meet agency retention and growth goals. Technology savvy Preferred Qualifications 5+ years of Commercial Lines Customer Service Experience Bachelor's degree (B.A.) Louisiana Property and Causality Licensed Agent CISR, CIC or CPCU Designation 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. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. 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. We offer competitive salaries and benefits, including: Educational expense reimbursement Flexible working hours Cafeteria plans Medical & dental plans Life & accident insurance 401K plan AWS is an Equal Opportunity Employer and hires staff without regard to race, color or creed. Fill out the form to the right to begin. Please call our office ************** or email if you have any questions.
    $59k-86k yearly est. Auto-Apply 60d+ ago
  • Underwriter / Account Executive - Loss Sensitive, Construction and Large Project

    Travelers Insurance Company 4.4company rating

    Baton Rouge, LA jobs

    **Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. **Job Category** Underwriting **Compensation Overview** The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. **Salary Range** $99,100.00 - $163,400.00 **Target Openings** 1 **What Is the Opportunity?** The Account Executive (AE), Construction Loss Sensitive will partner with agents and brokers to provide coverage for new and renewal business based on customers' needs. As an AE, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to assess risk and sell our products will contribute to the profitability and success of Travelers. **What Will You Do?** + Manage the profitability, growth, and retention of an assigned book of business. + Underwrite and skillfully negotiate customer accounts to minimize risk and maximize profitability. + Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities. + Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings. + Identify and capture new business opportunities using consultative marketing and sales skills. + Develop and execute agency sales plans. Execute region/group sales plans. + Perform other duties as assigned. + Perform other duties as assigned. **What Will Our Ideal Candidate Have?** + Bachelor's degree. + Three to five years of relevant underwriting experience with experience in construction loss sensitive. + Knowledge of construction loss sensitive products, the regulatory environment, and the local insurance market. + Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite. + Communication skills with the ability to successfully negotiate with agents and brokers. + CPCU designation. **What is a Must Have?** + Two years of underwriting, claim, operations, risk assessment, actuarial, sales, product, or finance experience. **What Is in It for You?** + **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment. + **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers. + **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays. + **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs. + **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice. **Employment Practices** Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit ******************************************************** .
    $99.1k-163.4k yearly 60d+ ago
  • Sales Executive - Commercial Lines

    World Insurance Associates, LLC 4.0company rating

    Madisonville, LA jobs

    Job DescriptionWorld Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World's unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities Identify, prospect, and cultivate new business, with a focus on commercial accounts Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing Track all sales activities in HubSpot and leverage HubSpot to its fullest potential Utilize World's broad platform to bring risk management solutions to individuals and business owners. At World, you will have access to resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services. Qualifications Must have proven experience with a range of insurance solutions to bring value to clients Must be willing to become each client's trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services) Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business It is meaningful, but not mandatory, if you have: Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company's training program; Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and Built and presented client “pitch decks” / presentations. Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $80,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World's employees and World's work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World's business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department. #LI-MS1 Powered by JazzHR IfAASWnE7I
    $60k-96k yearly est. 10d ago
  • Sales Executive - Commercial Lines

    World Insurance Associates 4.0company rating

    Lake Charles, LA jobs

    World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World's unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities Identify, prospect, and cultivate new business, with a focus on commercial accounts Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing Track all sales activities in HubSpot and leverage HubSpot to its fullest potential Utilize World's broad platform to bring risk management solutions to individuals and business owners. At World, you will have access to resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services. Qualifications Must have proven experience with a range of insurance solutions to bring value to clients Must be willing to become each client's trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services) Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business It is meaningful, but not mandatory, if you have: Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company's training program; Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and Built and presented client “pitch decks” / presentations. Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $80,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World's employees and World's work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World's business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department. #LI-MS1
    $61k-96k yearly est. Auto-Apply 7d ago
  • Sales Executive - Commercial Lines

    World Insurance Associates 4.0company rating

    Metairie, LA jobs

    World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World's unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities Identify, prospect, and cultivate new business, with a focus on commercial accounts Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing Track all sales activities in HubSpot and leverage HubSpot to its fullest potential Utilize World's broad platform to bring risk management solutions to individuals and business owners. At World, you will have access to resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services. Qualifications Must have proven experience with a range of insurance solutions to bring value to clients Must be willing to become each client's trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services) Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business It is meaningful, but not mandatory, if you have: Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company's training program; Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and Built and presented client “pitch decks” / presentations. Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $80,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World's employees and World's work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World's business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department. #LI-MS1
    $60k-96k yearly est. Auto-Apply 9d ago
  • Personal Account Manager

    AWS Insurance 3.8company rating

    Metairie, LA jobs

    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.
    $41k-66k yearly est. 18d ago
  • Benefits Account Executive

    Marsh McLennan 4.9company rating

    Metairie, LA jobs

    Company:Marsh McLennan AgencyDescription: JOB TITLE: Benefits Account Executive JOB TYPE: FLSA Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: Primary Contact with the Producer Manage the Client Insurance Program, utilizing agency management system. Duties include, but are not limited to, those below: Point of contact with the Producer, informing Producer of upcoming deadlines and events Responsible for sharing knowledge, providing instruction, and delegating tasks to the Account Manager, and cross-functional departments Manage “workflows” and administration of client benefit programs, adhering to deadlines Research and answer questions regarding client benefit plans, claims billings, etc. Coordinate and/or Deliver Wellness Presentations so that client understands full scope of MMA vendor capabilities. Primary Contact with the Market Place Build and maintain vendor relationships. Manage renewal bid/RFP strategy and process. Manage ongoing carrier/TPA/Vendor renewal negotiations on clients' behalf. Primary Contact with the Client Ensure appropriate level of service to client. Oversee development and preparation of communication booklets Ability to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness Responsible for visibility with client through occasional lunches and on-site visits. Schedule Mid-year and Renewal Meetings -Prepare materials used in these meetings Enrollment Meetings - Coordinate meeting agenda and times with Client and Carriers and conduct meetings as necessary. Teamwork Function as team member of the Client Services team to ensure superior service to MMA Clients. These activities include but are not limited to: Begin to demonstrate appropriate judgement regarding what tasks are managed at their level or those that need to be delegated Begin to delegate tasks to Account Manager, as well as outsourcing teams, as appropriate, and ensuring tasks are completed as delegated Perform other duties as assigned by the Director of Client Services as needed REQUIREMENTS: Education: Bachelor's Degree preferred Maintain Group 1 License 3+ years of experience as managing a book of business at an insurance brokerage OR 3+ years of HR benefits experience preferred Proficient in Microsoft Word, Excel, Power Point Ability to travel as needed for client meetings Ability to speak professionally and comfortably in front of others Demonstrate ability to prioritize & multi-task when needed Bilingual Spanish is a plus Ability to service our clients, vendors and co-workers effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness Ability to be pro-active (Does not have to be asked or reminded of tasks. Demonstrates a leadership role with the client in the overall administration of the Benefits Program). Working knowledge of fully-insured and/or self-funded benefits products, services, market dynamics, carriers/vendors Functional knowledge of wellness programs and client advocacy concepts. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: *************************** .
    $52k-83k yearly est. Auto-Apply 60d+ ago
  • Account Executive

    Elara Holdings 4.0company rating

    Baton Rouge, LA jobs

    At Elara Caring, we have a unique opportunity to play a huge role in the growth of an entire home care industry. Here, each employee has the chance to make a real difference by carrying out our mission every day. Join our elite team of healthcare professionals, providing the Right Care, at the Right Time, in the Right Place. : Why choose Elara Caring? As one of the nation's top 10 providers, Elara Caring is focused on providing outstanding care and patient outcomes and a top employer of choice. We are looking for experienced medical sales professionals that want to be a part of a winning culture with rewarding compensation and recognition. We provide training and ongoing coaching on Elara's Value and Go To Market Sales Strategy, we utilize data, technology and innovate continuously to provide support and resources for our team members. If you are interested in growth opportunities, ask us about our sales roles and leaders who have had opportunities within Elara over the years. #WeareElara Account Executive Sales As an Account Executive, your primary responsibility is generating admissions and growing patient census in a designated territory. This customer-facing (outside sales) role involves the sales, growth, and marketing of clinical programs and outcomes to be a top provider of care in our communities. You will work with a wide range of medical professionals, connecting Elara Caring's high-quality in-home care to eligible patients and families. Minimum Job Requirements: Bachelor's degree in Business is preferred Post acute or DME sales experience preferred Self-motivated and ability to work independently as well as with teams Proven sales acumen with proven results Demonstrates a clear understanding of how the referral source decides and understands who the decision makers are Skilled in problem solving, providing solutions to meet patient and business needs Demonstrates a high confidence level to interact with health care professionals at all levels Competitive mindset to meet and exceed business objectives Demonstrates adaptability, enthusiasm, and willingness to cooperate while working with others or in place of others You will need a dependable vehicle, a valid driver's license, and current auto insurance under the laws of the state. Why Join the Elara Caring mission? Supportive, collaborative environment Unique, rewarding opportunity caring for patients in their homes Competitive compensation Comprehensive onboarding and mentorship Opportunities for advancement and growth Medical, dental, and vision benefits, 401K and paid-time off for full-time staff. Join our motivated sales team and help connect patients to care wherever they call home. We value the unique skills of veterans and military spouses. We encourage applications from military veterans and their families. Elara Caring provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age (40 and older), national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Elara Caring participates in E-Verify and we will provide the Federal Government with your Form I-9 information to confirm that you are authorized to work in the United States. Employers like Elara Caring can only use E-Verify once you have accepted the job offer and completed the Form I-9. At Elara Caring, pay and compensation are determined by a variety of factors, including education, job-related knowledge, skills, training, and experience. Our compensation structure reflects the cost of labor across different U.S. geographic markets, and may vary based on location. This is not a comprehensive list of all job responsibilities and requirements; upon request, a job description can be provided. If you are an individual with a disability and are unable or limited in your ability to use or access our career site as a result of your disability, you may request reasonable accommodations by reaching out to ********************.
    $53k-87k yearly est. Auto-Apply 3d ago
  • Employee Benefits Account Executive

    Risk Strategies 4.3company rating

    Louisiana jobs

    The Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives to develop and execute on the client's benefit strategy. The Account Executive will research, analyze, and evaluate medical, life, disability and other benefit plans and serve as the benefit expert to clients. The Account Executive is the primary point of contact for clients and will have indirect supervision of team members, review work for accuracy and delegate work and projects to other members of the team to ensure client deliverables are timely and accurate. The Account Executive is responsible for revenue growth - client expansion - on their personal book of business and assisting producers and team with prospecting new clients, including proposal development. The qualified candidate must have strong knowledge across the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans. Your Impact: Be a subject matter expert on Health & Welfare Benefits, vendor/carrier products and services including, but not limited to, medical, dental, vision, life, disability, and voluntary Manage a book of business of approximately $1,000,000+ Develop and maintain strong relationships with reference-ready clients, prospects, and carriers Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues Proactively anticipate client needs and bring forward strategies to address their challenges Understand and utilize Risk Strategies resources and tools to maximize efficiency Project manage a book of business including planning, delegating, and meeting deliverable timing Understand fundamental underwriting concepts in order to communicate funding alternatives, impact to rates, and cost drivers Manage request for proposals and renewals - negotiate with carriers and make recommendations to client Oversee open enrollment process for clients Ensure client is fully compliant with all regulations to which they are subject Be accountable for all work product provided to client across the AE's book of business, including ensuring client updates are made within appropriate software (e.g., BenefitPoint, AMS, etc) Review work, provide feedback and mentor junior team members Successful Candidates Will Have: BA/BS preferred 5+ years of health & welfare experience, meets, or exceeds, core practice competency-based skills Client-facing experience in the employee benefit industry Experience with self-funding Technical knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services Ability to work independently and anticipate client and team needs Effective time management Diligent follow up skills Ability to express ideas clearly in both written and oral communications Detail-oriented Advanced critical thinking skills Strong Microsoft Excel, Word and PowerPoint skills Life, Accident and Health Insurance License required GBA or CEBS Certification a plus Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 200 offices and more than 5,300 employees as part of the Accession Risk Management Group family of companies. Industry recognition includes being certified a Great Place to Work in 2023 and on the Inc. 5000 list as one of America's fastest growing private companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.
    $56k-91k yearly est. Auto-Apply 60d+ ago

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