Client Manager jobs at Unum

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

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

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

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

As the Enterprise Client Executive you'll lead relationships with top strategic accounts, shape pricing and growth strategies, and influence C‑suite decision‑makers to drive meaningful business outcomes. You'll champion new opportunities, guide complex deal execution, and help define the future direction. Your role: * Combining sharp market and pricing analysis with senior‑level relationship building to strengthen strategic alignment, while leading high‑impact account strategy by shaping new venture plans and evaluating project viability. * Leading the end‑to‑end relationship with key strategic accounts, ensuring smooth communication and proactive issue resolution. Aligning services and solutions with client needs to drive long‑term satisfaction and business success. * Developing compelling value propositions, evaluates new opportunities, and identifies growth areas to strengthen market presence. Assessing new ventures and projects for feasibility, offering strategic recommendations that support business expansion. * Building and nurtures senior‑level relationships, enabling strong collaboration, strategic alignment, and effective decision‑making. Engaging high‑level influencers to ensure objectives are understood, prioritized, and met. * Analyzing customer needs, price targets, and competitive offerings to shape effective pricing and deal strategies. Utilizing business tools and CRM data to manage opportunities, ensure compliance with KPIs, and maintain accurate, up‑to‑date account insights. * Acting as a mentor and coach across the account management team, fostering a culture of excellence and continuous improvement. Ensuring adherence to business processes and regulatory requirements while integrating customer business plans with broader organizational goals. You're the right fit if: * You've acquired 5+ years of experience in capital equipment and/or solution sales within hospitals/IDNs. * Your skills include: * Strong leadership and stakeholder management experience. * Comprehensive knowledge of the healthcare industry and a strong understanding of healthcare operations. * You have a Bachelor's (required) or Master's Degree in Accounting, Finance, Business Management, Marketing, Data Analytics. * You must be able to successfully perform the following minimum Physical, Cognitive and Environmental job requirements with or without accommodation for this Sales position. * You excel as a clear, confident communicator who builds trusted, influential relationships across all levels, fostering alignment and driving meaningful collaboration. How we work together We believe that we are better together than apart. For our office-based teams, this means working in-person at least 3 days per week. Onsite roles require full-time presence in the company's facilities. Field roles are most effectively done outside of the company's main facilities, generally at the customers' or suppliers' locations. This is a field role. About Philips We are a health technology company. We built our entire company around the belief that every human matters, and we won't stop until everybody everywhere has access to the quality healthcare that we all deserve. Do the work of your life to help improve the lives of others. * Learn more about our business. * Discover our rich and exciting history. * Learn more about our purpose. * Learn more about our culture. Philips Transparency Details Total Target Earnings is composed of base salary + target incentive. At 85% to 120% performance achievement, the Target Earning potential is $239,250 to $276,000 annually, plus company fleet/car. Total compensation may be higher or lower dependent upon individual performance. Target Earnings pay is only one component of the Philips Total Rewards compensation package, which includes a generous PTO, 401k (up to 7% match), HSA (with company contribution), stock purchase plan, education reimbursement and much more. Details about our benefits can be found here. Additional Information US work authorization is a precondition of employment. The company will not consider candidates who require sponsorship for a work-authorized visa, now or in the future. Company relocation benefits will not be provided for this position. For this position, you must reside in the territory of Southern California. This requisition is expected to stay active for 45 days but may close earlier if a successful candidate is selected or business necessity dictates. Interested candidates are encouraged to apply as soon as possible to ensure consideration. Philips is an Equal Employment and Opportunity Employer including Disability/Vets and maintains a drug-free workplace.

As the Enterprise Client Executive you'll lead relationships with top strategic accounts, shape pricing and growth strategies, and influence C‑suite decision‑makers to drive meaningful business outcomes. You'll champion new opportunities, guide complex deal execution, and help define the future direction. Your role: * Combining sharp market and pricing analysis with senior‑level relationship building to strengthen strategic alignment, while leading high‑impact account strategy by shaping new venture plans and evaluating project viability. * Leading the end‑to‑end relationship with key strategic accounts, ensuring smooth communication and proactive issue resolution. Aligning services and solutions with client needs to drive long‑term satisfaction and business success. * Developing compelling value propositions, evaluates new opportunities, and identifies growth areas to strengthen market presence. Assessing new ventures and projects for feasibility, offering strategic recommendations that support business expansion. * Building and nurtures senior‑level relationships, enabling strong collaboration, strategic alignment, and effective decision‑making. Engaging high‑level influencers to ensure objectives are understood, prioritized, and met. * Analyzing customer needs, price targets, and competitive offerings to shape effective pricing and deal strategies. Utilizing business tools and CRM data to manage opportunities, ensure compliance with KPIs, and maintain accurate, up‑to‑date account insights. * Acting as a mentor and coach across the account management team, fostering a culture of excellence and continuous improvement. Ensuring adherence to business processes and regulatory requirements while integrating customer business plans with broader organizational goals. You're the right fit if: * You've acquired 5+ years of experience in capital equipment and/or solution sales within hospitals/IDNs. * Your skills include: * Strong leadership and stakeholder management experience. * Comprehensive knowledge of the healthcare industry and a strong understanding of healthcare operations. * You have a Bachelor's (required) or Master's Degree in Accounting, Finance, Business Management, Marketing, Data Analytics. * You must be able to successfully perform the following minimum Physical, Cognitive and Environmental job requirements with or without accommodation for this Sales position. * You excel as a clear, confident communicator who builds trusted, influential relationships across all levels, fostering alignment and driving meaningful collaboration. How we work together We believe that we are better together than apart. For our office-based teams, this means working in-person at least 3 days per week. Onsite roles require full-time presence in the company's facilities. Field roles are most effectively done outside of the company's main facilities, generally at the customers' or suppliers' locations. This is a field role. About Philips We are a health technology company. We built our entire company around the belief that every human matters, and we won't stop until everybody everywhere has access to the quality healthcare that we all deserve. Do the work of your life to help improve the lives of others. * Learn more about our business. * Discover our rich and exciting history. * Learn more about our purpose. * Learn more about our culture. Philips Transparency Details Total Target Earnings is composed of base salary + target incentive. At 85% to 120% performance achievement, the Target Earning potential is $239,250 to $276,000 annually, plus company fleet/car. Total compensation may be higher or lower dependent upon individual performance. Target Earnings pay is only one component of the Philips Total Rewards compensation package, which includes a generous PTO, 401k (up to 7% match), HSA (with company contribution), stock purchase plan, education reimbursement and much more. Details about our benefits can be found here. Additional Information US work authorization is a precondition of employment. The company will not consider candidates who require sponsorship for a work-authorized visa, now or in the future. Company relocation benefits will not be provided for this position. For this position, you must reside in the territory of Southern California. This requisition is expected to stay active for 45 days but may close earlier if a successful candidate is selected or business necessity dictates. Interested candidates are encouraged to apply as soon as possible to ensure consideration. Philips is an Equal Employment and Opportunity Employer including Disability/Vets and maintains a drug-free workplace.

The Client Executive on the Employee Benefits team is responsible for client satisfaction of our largest, most complex clients. The Client Executive partners with Benefits Advisors to provide a consultative and strategic approach to designing benefit programs that best fit the client's goals. The Client Executive is expected to consistently provide excellent customer service to our clients, as well as establish effective working relationships with internal partners and carriers. Responsibilities Strategic Account and Client Relationship Management: Organize workflow and follow established service timelines to support sales efforts effectively. Maintain open and clear communication channels with internal partners, clients and carriers. Work closely with the Account Manager and act as liaison between the Account Manager and Advisor when applicable. Plan an employee communication strategy with the client, working with the Account Manager in the preparation of communication materials, review and approve appropriate employee communication material to be used by the client, and deliver material to the client. Conduct employee meetings and / or webinars as needed. Provide analytical support to meet the data and reporting needs of the client. This includes assistance in developing routine client reports for a variety of purposes, including renewal information, renewal history, mid-year planning, stewardship, monthly or quarterly utilization and claims analysis, etc. Assist with creation of custom reports as needed to respond to client inquiries. This includes plan cost variances, plan change analysis, claim history, claim projections, etc. and assist with complex analysis of data when required. Communicate critical issues to Advisors and the Service team. Insurance Product Knowledge: Stay current in the group insurance industry and working knowledge of various funding methods, state and federal legislation, insurance products, self-insurance programs, and Section 125 plans and maintains the ability to evaluate provider networks. Remain well-versed in self-funded insurance arrangements with the ability to apply advanced concepts. Develop strong knowledge of industry, markets, companies, and carrier appetites. Learn and understand alternative benefit opportunities to explain and offer to clients when applicable. Remain informed regarding UNICO resources, industry information, and new product information. Develop and maintain excellent carrier relationships. Cross-Functional Collaboration: Organize workflow and follow established service timelines to support sales efforts effectively. Maintain open and clear communication channels with internal partners, clients and carriers. Work closely with the Account Manager and act as liaison between the Account Manager and Advisor when applicable. Plan an employee communication strategy with the client, working with the Account Manager in the preparation of communication materials, review and approve appropriate employee communication material to be used by the client, and deliver material to the client. Conduct employee meetings and / or webinars as needed. Provide analytical support to meet the data and reporting needs of the client. This includes assistance in developing routine client reports for a variety of purposes, including renewal information, renewal history, mid-year planning, stewardship, monthly or quarterly utilization and claims analysis, etc. Assist with creation of custom reports as needed to respond to client inquiries. This includes plan cost variances, plan change analysis, claim history, claim projections, etc. and assist with complex analysis of data when required. Communicate critical issues to Advisors and the Service team. Requirements Education | Experience Education: Bachelor's degree preferred. Experience: Minimum 5 years of experience in benefits brokerage, insurance or employee benefits customer service, account administration, or a related field preferred. An equivalent combination of education and/or relevant work experience may be substituted in lieu of minimum qualifications Strong knowledge of employee benefits, self-funding arrangements and group insurance, including underwriting principles, and carrier processes. Proven experience managing complex client relationships and delivering strategic benefit solutions in a consultative or client-facing environment. Ability to interpret and apply benefit-related regulations (e.g., ERISA, ACA) and stay current with industry trends and legislative updates. Proficiency with data analysis related to premiums, claims, and plan performance; comfort with applying basic algebra and interpreting financial metrics. Licensure: State life and health insurance license, or ability to obtain, required Knowledge | Skills Proven ability to manage multiple projects at a time while paying strict attention to detail. Demonstrated ability to communicate and present information professionally and effectively at all levels of the organization. Ability to successfully interact with a variety of client personality types. Ability to follow up on activities from start to finish while working independently. Strong analytical skills with the ability to assess risk, interpret market trends, and develop client focused solutions. Exceptional communication skills, with the ability to explain complex concepts in a clear, client-friendly manner. Alignment with UNICO's core values: professionalism, trust, teamwork, and positivity. Proficient in Microsoft Excel, PowerPoint, Outlook, and a variety of other software, systems, and programs, with the ability to learn new software applications. Physical Demands This role's physical exertion is sedentary and within an office environment. Exerting up to 10 pounds of force occasionally and a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. Substantial movements and repetitive motion of the wrists, hands, and fingers. Individuals should have close visual acuity to perform activities such as preparing and analyzing data and figures; transcribing, viewing a computer, and extensive reading.

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

Working at RCM&D and Unison Risk Solutions is ideal for those seeking a challenging, rewarding and upwardly mobile career in risk management, insurance and employee benefits. Dedicated to fostering their continued success and growth, we are deeply invested in our employees. Job Summary RCM&D is currently searching for a Client Executive in our Healthcare department. The successful candidate will participate in business development opportunities, working with the Sales Executives. Additionally, the Client Executive will actively be involved in market-building activities, such as participation in industry groups and speaking engagements. Essential Functions Maintain and grow a designated book of business as outlined in individual incentive plans; accountable for growth, retention, and client satisfaction for that book of business. Meet personal new business goals as set forth by Client Service Team Leader and Division Director. Develop a thorough understanding of client businesses, their policies, practices, and industries. Understand and guide clients through the initial objective-setting process. Produce new business on a regular basis that generates revenue to meet the annual goals of the department. Interpret technical findings and communicate them to clients in reports and presentations. Review all program calculations and reports for accuracy prior to client delivery. Extract information and draw conclusions from carrier data and claim reports to interpret trends and anticipate potential problems for clients. Assist clients with plan design, funding, administration, and communications consulting. Assess client needs and questions and review options with clients, making sound recommendations on a day-to-day basis. Manage the client cycle and monitor timeframes and renewal deadlines. Plan and conduct annual stewardship meetings. Retain and develops account by making recommendations regarding the risk to the customer for the most cost effective and proper insurance coverage, preparing proposals, evaluating and recommending other lines, and providing additional resources for the client, as needed. Review policy coverages and identify cross-selling and additional revenue opportunities. Keep abreast of new sales programs. Attend company-sponsored seminars and educational sessions to maintain product knowledge and underwriting expertise. Maintain client files on EPIC system and use EPIC to perform all transactions. Additional job duties as assigned. Minimum Education/Abilities/Skills Bachelor's Degree in Business, Risk Management, Analytics or other related field is preferred; high school diploma or GED, in concert with industry experience, in lieu of an associate's or bachelor's degree is necessary. 7+ years' experience handling large accounts at a high level of responsibility. Exercises sound judgment and exhibits a strong critical thought process to make good decisions, despite time constraints. Excellent working knowledge of EPIC agency management system and of underwriting requirements of carriers as well as policy provisions and policy changes. Possesses strong oral and written communication skills; communicates effectively with customers and insurance companies. Possesses excellent organizational skills and strong financial analysis acumen. Able to work collaboratively with internal and external stakeholders, be a team player and exhibit a positive attitude. Exhibits solid time management skills; able to work under pressure to meet deadlines and deliverables, and is highly responsive to internal and external stakeholders' needs and requests. Additional Qualifications Possess appropriate, jurisdictional licenses Experience with Applied EPIC desired but not required Bachelor's degree in business or other related field is preferred. RCM&D, a Unison Risk Advisors company and founding member of Assurex Global, is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. Finding and cultivating talent is a hallmark of our organization. RCM&D looks for the best and brightest risk management, insurance and employee benefits professionals to join our firm. As a growing and vibrant business, we also recruit savvy marketing, sales, finance, human resources, technology and administrative colleagues to manage and operate our business.

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary: Responsible to retain the existing business and grow the assigned group of accounts. In a leadership role, collaborates with client teams in the tactical and strategic delivery of services promised; works closely with internal resources as needed to satisfy the client's needs. A Day in The Life: Serves as the key relationship contact by account at all leaderships levels for the assigned book of business with a total book value from $750K to $2M. Achieves TAS (Total Account Selling) goals in collaboration with Sales/Business Development; meets individual cross-selling and up-selling objectives. Provides support as needed to the assigned Senior Client Executive(s) in the management of their account activity and book of business. Develops, leads and executes account strategy with the client and the assigned team of Oswald professionals; develops an annual service plan with focused goals, which includes stewardship, pre-renewal, policy delivery and open item components. Directs and implements cost effective benefit solutions to minimize risk and ensures the selected strategy is effectively designed, communicated and implemented by the account team; responsible for claims and loss control oversight. Pursues innovative alternatives that may lead to more effective client solutions. Ensures the assigned service team maintains the existing account base while having responsibility to identify the opportunity for up selling and cross selling all Oswald Products/Services across business lines. Collaborates with supervisor to identify, quantify and develop a plan to expand the depth of services provided; works closely with internal departments to formulate and execute a sales strategy. Oversees the new client onboarding process, which includes verifying all services sold, understanding client expectations, and the creation of the short-term and long-term plan to deliver services. Directs support team activities to meet the client's specific needs, which include the creation of the annual service calendar, scheduling meeting times and agenda, and other deliverables to be completed by the established client deadline. Responsible to review and approve all client deliverables which may include pre-renewal projection, market evaluation and pricing summary, annual renewal, open enrollment materials, annual utilization review, compliance notifications, wellness information and any other item deemed necessary; may conduct open enrollment meetings. Ensures all client revenue is collected on a timely basis, which may include consulting fees and carrier commissions. Participates in client meetings and ensures meeting notes clearly outline actions needed and the team members responsible for execution and delivery. Formulates the strategic planning process and collaborates with the assigned client team to execute plan specifics for an integrated and comprehensive health management strategy customized to the client's needs. Initiates the renewal negotiation process with carriers. Trains support staff in the understanding and coordination of key operational activities and processes; develops the skills of team members and their industry knowledge base. Understands the details of Healthcare Reform, HIPAA, COBRA and other legislation, which affects the business unit; guides the client in the execution of the appropriate steps to meet regulatory requirements. Attains further education, coursework and skills development opportunities to obtain professional designations in their field of expertise. Develops leadership capabilities in the planning, execution and delivery of special projects as needed; serves as a change agent where circumstances dictate. Provides effective client stewardship and communication, including uniform reporting and profitability analysis. Maximizes the integrity of account intelligence through timely and accurate updates of key client data in the CRM; this includes the names of business owners, executive staff, board members, center-of-influence relationships, and community/outside board involvement. What You'll Need: A college degree is an advantage but not a requirement Life, Health & Accident License required At least 5 to 10 years of industry knowledge is required, to include experience in medical benefits and ancillary lines of coverage Strong sales aptitude and personal characteristics required. Strong tactical skillset General understanding of technical concepts - self-funding, different carriers solutions, etc. Strong relationship skills Ability to execute Self-starter - Ability to work independently with little oversight Intuitiveness - knowing when to loop in Client Executive and leadership for escalated issues Ability to oversee CSA's and provide general tactical oversight Project management skills - ability to work with internal and external partners to deliver results timely. Who You Are: Significant understanding of self-funding - able to understand and present data, able to view analysts work and carrier renewals and interpret them Strong technical skills - understands all components of a benefits program Strong presentation skills - ability to adapt Sales mindset - ability to identify upsell/cross-sell opportunities Strategic thinker - able to connect solutions with data Accountability - overall accountability for anything with a client - wrong, right, indifferent Strong communication skills - ability to know how and when to communicate Relationship builder - build relationships with clients, carriers, and internal partners Strong leadership skills - ability to coordinate all aspects of a project and make sure folks deliver on timelines Who is Oswald? Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients. We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity. Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations. Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don't believe us? Ask your friends, colleagues, and mentors about Oswald. There's a reason Oswald has been named a Top Workplace for nine consecutive years. What you'll get... At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we'll help you achieve your goals. At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice. At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it. At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks. In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives. Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings. Paid time off annually and a sabbatical at every 10-year service anniversary. Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution) Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations Access to specialized leadership development programming designed to take your career to the next level. And so much more! To learn more about Oswald, our culture and everything we have to offer, visit us on LinkedIn. Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.

Our Role: The Client Executive takes the lead with new business opportunities, helping prospective clients identify the best employee benefit programs for their employees. This key role also strategizes with existing clients and drives business retention. The Client Executive partners with the service team to ensure high customer satisfaction. This is a target-focused role with a compensation plan - one of the best around - that rewards results over both the short and long-terms. Its Responsibilities: Develop, meet and exceed sales projections Actively generate new leads through community activities, association meetings and cold calls. Obtain expiration dates and other information to turn leads into prospects and clients Schedule and meet regularly with prospects and clients at their place of business to deliver service and to make sales presentations Submit data on potential accounts and renewals to the service team for processing, present proposals to prospects and clients, close sale and deliver policies Partner with the claims and service teams to manage complex insurance issues Promote the agency - and insurance industry - in the community Keep informed of industry developments, trends, new products, etc. Your Qualifications: Hold the appropriate License(s) to successfully perform the essential job functions First-hand knowledge of the broker/agency relationship between employers and benefit providers 3-5 years work experience as a group benefits producer, or equivalent Outstanding oral, written and interpersonal communication skills Willing to update prospective and current client information to the agency management system, as a way of forecasting business as well as for communicating with internal teams on client matters Fairly self-sufficient using office equipment such as a laptop, webcam, copier, conference phones and video conferencing programs Intermediate user of Microsoft Word, PowerPoint and Excel Advanced insurance designations desirable Able to travel independently to meetings, conferences and/or client facilities Your Attributes: Able to work in and contribute to culture of teamwork and cooperation Well-groomed and neat appearance Adept at managing change and stressful situations professionally Persuasive personality High degree of self-discipline and motivation Self-motivated to manage, organize and prioritize one's own work Successfully handle multiple assignments and shifting priorities Disciplined with time management Consistent attention to detail and accuracy in all aspects of work We invite you to include a cover letter with your application. No phone calls about the status of this position, please. Fred C. Church is an equal opportunity employer and values diversity. All employment is decided on the basis of qualifications, merit and business need. We celebrate diversity and are committed to creating an inclusive environment for all employees. Come join us!

Our Role: The Client Executive takes the lead with new business opportunities, helping prospective clients identify risk profiles and obtain the best insurance coverage possible. This key role also strategizes with existing clients and drives business retention. The Client Executive partners with the service and marketing teams to ensure high customer satisfaction. This is a target-focused role with a compensation plan - one of the best around - that rewards results over both the short and long-terms. Its Responsibilities: Develop, meet and exceed sales projections Actively generate new leads through community activities, association meetings and cold calls. Obtain expiration dates and other information to turn leads into prospects and clients Schedule and meet regularly with prospects and clients at their place of business to deliver service and to make sales presentations Submit data on potential accounts and renewals to the service team for processing, present proposals to prospects and clients, close sale and deliver policies Partner with the claims and service teams to manage complex insurance issues Promote the agency - and insurance industry - in the community Keep informed of industry developments, trends, new products, etc. Your Qualifications: Hold the appropriate License(s) to successfully perform the essential job functions First-hand knowledge of middle-market commercial insurance 3-5 years work experience as a commercial insurance producer, or equivalent Outstanding oral, written and interpersonal communication skills Willing to update prospective and current client information to the agency management system, as a way of forecasting business as well as for communicating with internal teams on client matters Fairly self-sufficient using office equipment such as a laptop, webcam, copier, conference phones and video conferencing programs Intermediate user of Microsoft Word, PowerPoint and Excel Advanced insurance designations desirable Able to travel independently to meetings, conferences and/or client facilities Your Attributes: Able to work in and contribute to culture of teamwork and cooperation Well-groomed and neat appearance Adept at managing change and stressful situations professionally Persuasive personality High degree of self-discipline and motivation Self-motivated to manage, organize and prioritize one's own work Successfully handle multiple assignments and shifting priorities Disciplined with time management Consistent attention to detail and accuracy in all aspects of work We invite you to include a cover letter with your application. No phone calls about the status of this position, please. Fred C. Church is an equal opportunity employer and values diversity. All employment is decided on the basis of qualifications, merit and business need. We celebrate diversity and are committed to creating an inclusive environment for all employees. Come join us!

Company:Description:Summary Responsible for retention of existing business and the development of business within those assigned accounts. Client Service Executive associates act as a leader for the Client Service Team members to include Benefit Analysts and Client Managers. Essential Duties & Responsibilities Oversee ongoing client service activities. Meet with the client throughout the year to ensure a high level of service and that client expectations are being met. Responsible for meeting business retention goals. Participate in development of new business with existing clients by rounding out programs with additional and/or increased lines of coverage. Develop strong business relationships and client trust. Ensure client compliance with annual Form 5500 filing procedures as applicable. Advise Client Service Team, if needed, in resolving routine client concerns. Investigate any reoccurring and non-routine client and carrier concerns and bring to a successful resolution. Manage the renewal of existing plans. Coordinate coverage placement through instructions provided to Client Service Team. Provide direction to Client Service Team in the preparation of employee communication materials. Advise, inform and involve Client Sales Executive as required in marketing process. Prepare and present renewal outcomes to the client in a timely manner. Recommend improvements based on changing employee benefit legislation, suggest strategies to address client concerns, and provide resolutions if discrepancies, errors or inconsistencies are contained within the information. Conduct employee meetings to communicate benefit options as needed. Responsible for reviewing contracts, plan documents, Summary Plan Descriptions and other legal documents for accuracy and ensuring all material is sent to client in a timely manner. Act as a leader for Client Service Team members. Create an environment oriented to trust, open communication, and cohesive team effort. Facilitate problem solving and collaboration when faced with client difficulties. Focus the team on client requirements, familiarizing them with client specifications, work procedures and processes, quality standards, techniques and tools to support performance. Provide necessary business information to enhance the team's professional development. Ensure deliverables satisfy client requirements, cost and schedule. Work closely with Director of Employee Health & Benefits Division, Benefits Service Manager and Director of Operations to obtain necessary resources to support the team's requirements, discuss project impediments, and to escalate issues which cannot be resolved by the team. Prepare quarterly production and activity reports. Ensure good file maintenance with documentation of account issues and maintenance of the Agency Management System. Establish and consistently maintain effective and positive working relationships with Associates and clients. Education and/or Experience A minimum of seven to ten years' experience servicing large client group (50+ lives) health and benefit products. Bachelor degree strongly preferred. Professional history must show increasing levels responsibility directly related to the performance of the above duties. Strong familiarity with the Employee Health & Benefits marketplace to include unique business industry needs, educational and professional development associations, carriers, and other broker agencies. Current technical knowledge and understanding of Employee Benefit federal and state legislation. Ability to make independent decisions and use good judgment in addressing and servicing client needs. Strong communication skills with the ability to provide non-technical explanations to technical matters, and summarize and present information in a clear, concise and accurate written and verbal format. Maintain a valid unrestricted Life and Disability License in California and meet the continuing education requirements. If involved in the sale of Long Term Care, the individual must maintain the proper certification through continuing education. Maintain a valid California driver's license and dependable transportation. Must have knowledge of personal computing with the ability and willingness to learn and use all computer programs as required. Work Environment & Physical Demands Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones. Work is performed in a typical interior/office work environment. Travel to client sites is required. Usually travel is within driving distance, but may occasionally consist of 2 - 5 night stay out of town Extended work hours (10 - 12 hrs/day) required on occasion to attend and participate in networking and industry functions that begin before the workday, and may extend into the evening. #LI-DNI The applicable base salary range for this role is $90,100 to $167,900.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

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

Company:Marsh McLennan AgencyDescription: The Client Executive - Commercial Lines position is responsible for assisting Sales Executives in securing new business and in retaining renewal business for the agency on select accounts determined by premium size or complexity. Principal Duties and Responsibilities Responsible for the oversight and coordination of new business exposure analysis; coverage program design and marketing submission; workflows leading to bound coverage; and implementation of service plan elements for select new business opportunities Proactively working renewals by contacting the client 120 days out; completing account checklists; gathering updated information; revising program design as appropriate; and preparing complete renewal specifications for marketing. Maintaining contact and collaborate with internal (Sales Executives, Account Managers, Department Heads, Marketing personnel, Loss Control personnel) and external (Clients and Insurance Companies) parties Main point of contact for select clients - review current coverages and/or contractual requirements and provide guidance on appropriate changes; coordinate/provide claims reviews; inform/educate client on exclusions and exposures, and perform contract reviews and advise clients on insurance and indemnification Relationship building with the client and the appropriate client team members Prescribing , planning , and implementing appropriate risk management services for assigned accounts Review and update applications and general information (attachments, activities, follow-up) into the agency management system for assigned books of business Planning, preparing and implementing stewardship meetings, where applicable Process, delegate and/or oversee audits, proposals and policy checking Conduct all business in accordance with established policies and procedures Regularly attends client meetings on or off site Other duties as assigned Qualifications 5 - 7 years in commercial lines insurance P&C License, required Exceptional customer service and interpersonal skills, required Some college, a plus, not required Strong analytical aptitude and commitment to accuracy Proficiency in Microsoft Office 365, required #MMAWest #LI-DNI

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

Our Role: As Private Client Group, Client Executive, you will join our team in Andover, MA with the goal of increasing new revenue opportunities. In addition to new business generation, this position will work closely with management to define and implement the overall sales and marketing strategy of this department. This is an outstanding opportunity for an enthusiastic and motivated individual to work within a growing practice group. Its Responsibilities: Drive new sales. Generating referrals is vital to connecting with high net worth clientele Ability to create strong relationships and build centers of influence with referral sources (family offices, attorneys, wealth advisors, realtors and so forth) Discuss marketing and pricing options, review coverage gaps and analyze claims history Work with management to continually improve our customer service offering through unique value added services Serve as an advisor & consultant to ensure the client's changing risk management needs are addressed. Provide proactive risk management advice to current clients Participate with support staff in stewardship meetings where appropriate Identify and close potential cross-sell opportunities When needed be involved with more complicated claims situations Work with support team to resolve client issues Your Qualifications: At least three (3) years of prior sales experience in personal lines insurance or financial services BS/BA degree in Business, Finance, Marketing or another relevant discipline required Provided you have local market knowledge & existing relationships, the agency can train you on high net worth personal lines if you come from a middle market background or related financial services career. Able to convey the value of personal insurance through Fred C. Church Success in meeting or exceeding regular sales targets Excellent communication (written, verbal and presentation), interpersonal, networking, relationship building, problem solving and decision making skills required Current Personal Lines license, preferred; if not currently licensed, it is required within 3 months of employment Your Attributes: Motivated to continue building a sales career Desire to learn the unique characteristics of private client group networking, marketing and carrier negotiations. Proven track record of developing referral relationships that produce results. Ability to maintain professional and productive relationships with other staff, working closely with other departments where applicable Excellent organizational skills Consistent attention to detail and accuracy in all aspects of work Excellent documentation Demonstrate flexibility in prioritizing meeting deadlines and juggling multiple assignments Strong computer skills including, but not limited to, Excel, Word, and Outlook Please include your resume and a cover letter when applying. No phone calls, please. Fred C. Church is an equal opportunity employer and values diversity. All employment is decided on the basis of qualifications, merit and business need. We celebrate diversity and are committed to creating an inclusive environment for all employees. Come join us!

Who we are: Since 1956, Lewer has served as an advocate for independent business owners who seek to protect what they've built and prepare for the future. In 1991, our student division was formed to protect people around the world. Lewer offers a concierge approach to employee and student insurance by providing tailored benefit strategies designed to create healthier businesses, families, and individuals. What you'll do at Lewer: Roles and Responsibilities As a Client Advocacy Executive, you serve as a strategic partner to schools and administrators, overseeing the full lifecycle of client relationships and driving long-term success. You take ownership of key accounts, ensuring not only smooth onboarding and implementation but also ongoing engagement, satisfaction, and retention. You deliver WOW! Service by proactively identifying client needs, presenting customized solutions, and guiding administrators and students through complex insurance-related decisions. You play a critical role in revenue growth by managing renewals, expanding existing relationships, and identifying opportunities for new business. Through regular client meetings, presentations, and strategic check-ins, you build trust, strengthen partnerships, and position the organization as a reliable advisor. In addition, you collaborate cross-functionally with internal teams to ensure operational excellence, resolve escalated issues, and continuously improve the client experience. Your impact is measured by client retention and the ability to cultivate strong, lasting relationships that contribute to the organization's profitability and reputation. Your Key Areas of Impact Client Satisfaction & Retention: You play a critical role in ensuring clients receive exceptional service and support that fosters long-term loyalty. By building strong relationships, understanding each client's unique needs, and delivering customized solutions, you create a consistent and positive experience that reinforces trust in the organization. Your ability to respond with professionalism, anticipate challenges, and provide proactive guidance directly influences retention rates, customer satisfaction scores, and referral growth. Through your commitment to service excellence, you strengthen client partnerships and contribute to the organization's reputation for reliability and care. Business Development: You strengthen client relationships by collaborating with the sales team to identify actionable insights and opportunities. You help customize solutions to meet changing client needs and contribute to strategies that deepen partnerships. You actively participate in prospect meetings, networking events, and industry forums to reinforce brand presence and open doors for growth. By positioning the organization as a trusted partner, you create the foundation for successful sales outcomes and long-term market expansion. Program Management: You support clients by coordinating implementation, onboarding, orientation meetings, and annual policy renewals. You maintain and update materials provided to schools including plan summaries, brochures, policies, and websites, ensuring accuracy and accessibility. You may also assist in managing social media messengers and scholarship contests, contributing to broader program engagement. Your attention to detail and organizational skills minimize delays, reduce errors, and optimize processes, resulting in smoother delivery and stronger outcomes for client-facing programs. Risk Mitigation: You help clients manage and minimize their exposure to potential risks. By communicating clearly and accurately about coverage details you empower clients to make confident and informed decisions. You proactively identify potential issues, escalate them appropriately, and drive timely resolutions that safeguard client interests and prevent disruptions. Beyond issue management, you contribute to building a culture of risk awareness and prevention, strengthening both client trust and organizational reliability. The impact of your work is reflected in reduced claim rates, improved loss ratios, and overall risk reduction that supports long-term client stability and satisfaction. Team: Your mentorship skills have a significant impact on associate engagement, retention, and overall productivity. The impact of your work in this area is reflected in improved team performance, reduced turnover rates, and enhanced overall business performance. Cross-Functional Collaboration: Your collaborative approach in working with internal and external stakeholders is vital to the organization's success. Through effective communication, relationship-building, and teamwork, you foster a culture of collaboration that enables successful partnerships and supports cross-functional initiatives. In addition, you contribute to department program management and system-wide responsibilities such as participating in annual audits, ensuring operational integrity. By tracking and reporting on performance metrics you provide visibility into results and areas for improvement. Leveraging data-driven insights, you refine strategies, strengthen accountability, and ensure that collaborative efforts translate into measurable business impact aligned with the organization's broader objectives. You have a commitment to cross-training and serving as backup for your colleagues as needed, which drives smooth operations and superior service for all Lewer clients. The Work Environment, Physical Demands, and Travel Your work is conducted primarily at the Lewer Administrative Offices, with eligibility to work from home in accordance with company policy. You must be able to remain in a stationary position 75% of the time, and be able to occasionally move about inside the office to access filing cabinets, office machinery, etc. You will operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer 95% of the time. You will need to be able to lift to 20 lbs. Travel is required for this seat and is less than 15%. Your qualifications: Requirements You've received your bachelor's degree from an accredited university in business, healthcare, education, or a related field, and you've spent 3-5 years in an account or project management role. You hold a life and health insurance license or will within 90 days of hire. You may be bilingual, which is a plus. You are proficient with Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook. You are also proficient with Adobe and CRM systems, preferably AgencyBloc. This Impact Description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the Associate for this seat. Duties, responsibilities, and activities may change at any time with or without notice. Associate must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable Associates with disabilities to perform the essential functions of their job, absent undue hardship. More about us: Our Core Values You live the following “ Lewer Core Values ” in your daily work: I've Got This - Always takes care of business; assumes responsibility, supports accountability, leads by example. Kaizen - Embodies constant improvement; always asks why and continuously improves our processes. Results With Integrity - Commits to strong moral and ethical principles in the pursuit of excellence. Good Vibes - Takes care of one another; works enthusiastically, treats others professionally and respectfully. The Team Lewer runs on the Entrepreneurial Operating System (EOS). That means as a member of this team, your manager is committed to: Giving clear directions. Providing the necessary tools. Acting with the greater good in mind. Delegating. Understanding your role and how you can help the company. Providing clear expectations. Communicating effectively. Running effective meetings. Meeting one-on-one with you quarterly or more, if needed. Rewarding and recognizing your performance. It also means you are committed to the EOS life by doing what you love, with people you love. You make a huge difference, are compensated appropriately, and take time to pursue personal passions. Your coworkers are a diverse group of professionals across all the business units of Lewer. They are highly skilled professionals who are passionate about their work and committed to achieving Lewer's goals. They are collaborative and eager to work together to identify opportunities for improvement and find solutions to complex business challenges. Benefits Some benefits Lewer offers its Associates include: Employer-paid medical, dental & vision insurance Employer-paid short-term disability, long-term disability and life insurance $1,200 Employer HSA annual contribution 4% 401(k) match with 100% immediate vesting Salary Description $65,000-$75,000

We exist for workers and their employers -- who are the backbone of our economy. That is where Centivo comes in -- our mission is to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills. Summary of role: At Centivo, we're rebuilding health insurance the way it should be - affordable, predictable, and built around employers and their employees. As a Client Success Executive (CSE), you'll be the trusted partner guiding our clients through that journey - helping them see, feel, and share the value of Centivo's model every day. What You'll Do Own the client relationship. Serve as the strategic and day-to-day contact for your client portfolio, building deep, consultative partnerships with HR, Finance, and broker/consultant teams. Tell a compelling, data-driven story. Translate complex health, claims, and engagement data into meaningful insights that show progress, demonstrate value, and inspire confidence in Centivo's approach. Drive client growth and retention. Lead renewals and strategic planning conversations that highlight measurable outcomes, promote member engagement, and identify opportunities to expand Centivo's solutions across markets or populations. Guide a seamless client journey. Ensure a smooth transition from implementation to ongoing partnership, proactively anticipating client needs and aligning Centivo's capabilities to meet them. Be the client's voice inside Centivo. Collaborate cross-functionally with operations, analytics, and product teams to ensure we deliver with excellence and continuously enhance the client experience. Engage with brokers and consultants. Build trusted relationships that extend Centivo's reach and strengthen our position as a high-value, innovative partner. Champion continuous improvement. Bring forward ideas and feedback that help evolve our client success playbook and enhance how we serve clients every day. Who You Are An individual with demonstrated technical expertise in working with self-funded employers - including building compelling, data-driven financial narratives; analyzing stop-loss performance and renewal dynamics; and translating complex plan and network performance into clear, actionable insights. Deep understanding of value-based healthcare models and experience with high-performance network strategies. A relationship builder who earns trust through credibility, empathy, and results. A strategic communicator who can craft and deliver a story that connects data to business outcomes. A growth-oriented professional who thrives on helping clients achieve measurable success while deepening the partnership. A collaborative leader who enjoys working across teams to create solutions and deliver exceptional service. Education and Experience: Bachelor's degree or equivalent experience is required 10 years' experience as Client Success Executive (Account Management) in employer-sponsored health plans 5 years' experience working with self-funded accounts 5 years' experience working at a TPA or direct carrier Qualifications: Advanced knowledge of Microsoft Office products (Excel, Power Point, Word) Excellent oral and written communication; an ability to present information in a way that establishes rapport, persuades others, gains understanding. Business Acumen - A keenness and quickness in understanding and dealing with a business situation (risks and opportunities) in a manner that is likely to lead to a good outcome. Critical to this is an ability to think beyond their own function. Strong ability to work cross functionally and build consensus among stakeholders and cross-functional teams in a dynamic environment Work Location: · Remote · Access to Buffalo or NYC offices if local · 25% travel is expected Centivo Values: ● Resilient - This is wicked hard. There is no easy button for healthcare affordability. Luckily, the mission makes it worth it and sustains us when things are tough. Being resilient ensures we don't give up. ● Uncommon - The status quo stinks so we had to go out and build something better. We know the healthcare system. It isn't working for members, employers, and providers. So we're building it from scratch, from the ground up. Our focus is on making things better for them while also improving clinical results - which is bold and uncommon. ● Positive - We care about each other. It takes energy to do hard stuff, build something better and to be resilient and unconventional while doing it. Because of that, we make sure we give kudos freely and feedback with care. When our tank gets low, a team member is there to be a source of new energy. We celebrate together. We are supportive, generous, humble, and positive. Who we are: Centivo is an innovative health plan for self-funded employers on a mission to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills. Anchored around a primary care based ACO model, Centivo saves employers 15 to 30 percent compared to traditional insurance carriers. Employees also realize significant savings through our free primary care (including virtual), predictable copay and no-deductible benefit plan design. Centivo works with employers ranging in size from 51 employees to Fortune 500 companies. For more information, visit centivo.com. Headquartered in Buffalo, NY with offices in New York City and Buffalo, Centivo is backed by leading healthcare and technology investors, including a recent round of investment from Morgan Health, a business unit of JPMorgan Chase & Co.