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Regional Territory Manager jobs at W. R. Berkley

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  • Regional Sales Manager

    W.R. Berkley Corporation 4.2company rating

    Regional territory manager job at W. R. Berkley

    Company Details Berkley Accident and Health is a risk management company that designs innovative solutions to address the unique challenges of each client. With our entrepreneurial culture and a strong emphasis on analytics, we can help employers better manage their risk. We offer a broad range of products, including employer stop loss, benefit captives, provider stop loss, HMO reinsurance, and specialty accident. The key to Berkley's success is our nimble approach to risk - our ability to quickly understand, think through, and devise a plan that addresses each client's challenges, coupled with the strong backing of a Fortune 500 company. Our parent company, W. R. Berkley Corporation, is one of the largest and best managed property/casualty insurers in the United States. #LI-AV1 #LI-Remote This is a remote position with travel focused on the Northwest region. The company is an equal employment opportunity employer. Responsibilities As a Regional Sales Manager, you'll develop medical stop loss/captive program projects and opportunities in the Northwest Region. You will devise and execute on a detailed, focused sales plan to identify target markets needed to hit sales goals, direct distribution of group captive programs by building a network of preferred producers, and creating new distribution outlets and facilitating marketing efforts to utilize alternative distribution methods including cross marketing through the Berkley family of companies, email blasts and newsletters, and attending industry events and seminars. We will train in captives, as long as you have stop loss sales experience. What you can expect: * Culture of innovation, teamwork, supportive colleagues and leaders willing to invest in talent * Internal mobility opportunities * Visibility to senior leaders and partnership with cross functional teams * Opportunity to impact change * Benefits - competitive compensation, paid time off, comprehensive wellness benefits and programs, employer funded health savings account, profit sharing, 401k, paid parental leave, employee stock purchase plan, tuition assistance and professional continuing education We'll count on you to: * Develop and manage distribution within assigned region (Southwest Region) * Identify sources, industries, organizations, and business alliances that present opportunities for * new program development within assigned region * Generate and facilitate high monthly volume of pre-qualified submissions for open portfolio of captive programs * Support growth initiatives of open established programs * Call on and develop relationships with agencies and sources within the assigned region * Establish and maintain relationships and program status with key contacts at all existing and assigned programs within assigned region * Leverage Berkley ESL Sales team relationships, established sources, and referrals to increase new program pipeline and existing program growth * Seek out and increase expertise in various current and emerging risk management solutions Qualifications What you need to have: * 10+ years sales experience, with an emphasis on medical stop loss insurance (will train in captives) * Knowledge of principles and methods for selling group insurance products, including marketing * strategy sales presentations * Excellent communication and negotiation skills with internal and external customers * Ability to be productive independently, yet work in a team environment * Strong organizational, planning, and time management skills What makes you stand out: * Bachelors Degree * Strong knowledge of available products * Creativity and problem-solving skills a plus Additional Company Details We do not accept any unsolicited resumes from external recruiting agencies or firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees including: • Pay range - base salary and commission: $150,000 to $500,000 • This position is commission driven • Benefits include: Health, dental, vision, dental, life, disability, wellness, paid time off, 401(k) and generous profit-sharing plans The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Sponsorship Details Sponsorship not Offered for this Role Responsibilities As a Regional Sales Manager, you'll develop medical stop loss/captive program projects and opportunities in the Northwest Region. You will devise and execute on a detailed, focused sales plan to identify target markets needed to hit sales goals, direct distribution of group captive programs by building a network of preferred producers, and creating new distribution outlets and facilitating marketing efforts to utilize alternative distribution methods including cross marketing through the Berkley family of companies, email blasts and newsletters, and attending industry events and seminars. We will train in captives, as long as you have stop loss sales experience. What you can expect: - Culture of innovation, teamwork, supportive colleagues and leaders willing to invest in talent - Internal mobility opportunities - Visibility to senior leaders and partnership with cross functional teams - Opportunity to impact change - Benefits - competitive compensation, paid time off, comprehensive wellness benefits and programs, employer funded health savings account, profit sharing, 401k, paid parental leave, employee stock purchase plan, tuition assistance and professional continuing education We'll count on you to: - Develop and manage distribution within assigned region (Southwest Region) - Identify sources, industries, organizations, and business alliances that present opportunities for - new program development within assigned region - Generate and facilitate high monthly volume of pre-qualified submissions for open portfolio of captive programs - Support growth initiatives of open established programs - Call on and develop relationships with agencies and sources within the assigned region - Establish and maintain relationships and program status with key contacts at all existing and assigned programs within assigned region - Leverage Berkley ESL Sales team relationships, established sources, and referrals to increase new program pipeline and existing program growth - Seek out and increase expertise in various current and emerging risk management solutions
    $124k-159k yearly est. Auto-Apply 38d ago
  • Associate Service Account Manager

    Unitedhealthcare 4.4company rating

    Tempe, AZ jobs

    is Onsite. Our office is located at 451 E University Dr Tempe , AZ 85281. At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and optimized. Ready to make a difference? Join us to start Caring. Connecting. Growing together This position is full-time ON-SITE (40 hours/week) Monday - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8:00am - 4:30pm AZ. It may be necessary, given the business need, to work occasional overtime. We offer 8 weeks of paid training, on-site. The hours during training will be 8am 5pm CST, Monday - Friday. No PTO during training. 100% attendance is required. Primary Responsibilities: Collaborates with the University Bursar, Registrar, IT Services and Web Services departments to ensure smooth processes throughout the insurance plan year Coordinates the administrative aspects of a competitive bid process for USHIP and the optional insurance plans Maintains the University Student Health Insurance Administration Tool, which tracks students' annual enrollment and waivers into / out of USHIP Interface effectively with all the University customers (students and / or their dependents, Administrators, and Student Health Center staff,) while clearly presenting the University's' position on all topics Function as a day - to - day liaison between all entities by providing walk in and telephonic customer service support to all University customers Assist in resolution of any insured and/or provider billing issues Understand and educate students regarding current plan design, policies, and procedures Coordinate and attend on-campus service-related functions / meetings, including Orientations, Health Fairs and In - Service Information Sessions as needed as it relates to the student health insurance plan Effectively interface with all internal and external partners toward the common goal of providing exceptional customer service to the University students and Administration to ensure that the Company's short - and long - term goals are met as it relates to the student health insurance plan Learn and demonstrate knowledge of all phases of claims processing, including enrollment management, the appeal process, the pre - determination process, and contract interpretation of plan benefits and policy provisions Assist with the enrollment / waiver process. This assistance may extend to researching eligibility issues but not approval or denial of waivers Assist in the development and distribution of pertinent communications material to the Client and students related to the student health insurance plan Any other duties required by the University to assist with the student health insurance plan This role is equally challenging and rewarding. Within a high-volume environment, you'll need to model and act as an Ambassador for the company while solving complex health care inquires The Associate Service Account Manager acts as a customer advocate to resolve escalated and complex issues. You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: High School Diploma / GED Must be 18 years of age OR older 2+ years of experience working in the medical insurance field, benefits verification, or related functions 2+ years of claims processing and/or claims adjustment experience Familiarity with computer and Windows PC applications, which includes the ability to navigate and learn new and complex computer system applications Ability to work full-time on-site at the office location Must be located within 25 miles of office location at 451 E University Dr Tempe, AZ 85281 Ability to work full-time On-site Monday - Friday, in an 8-hour shift schedule during our normal business hours of 8:00am - 4:30pm, including the flexibility to work occasional overtime and weekends, based on the business need Preferred Qualifications: Experience with public speaking / presenting information to customers 1+ years of customer service experience in a higher education environment supporting the student population Soft Skills: Strong verbal and written communication skills Openness to constructive feedback and willingness to apply coaching for continuous professional growth. Proficient in research and analysis with a proven track record of informed decision-making and collaborative communication. Exceptional reasoning and analytical capabilities for informed decision-making. Skilled at multi-task including the ability to understand multiple products and multiple levels of benefits within each product Skilled at enhancing customer experience through proactive support and personalized solutions Capable of delivering impactful presentations in intimate settings or large-scale forums. Work effectively in a changing environment Demonstrates diversity awareness Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $20.00 - $35.72 per hour based on full-time employment. We comply with all minimum wage laws as applicable. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment. #RPO #RED #RPOLinkedIn
    $20-35.7 hourly Auto-Apply 1d ago
  • Director of Food Sales

    Hotaling & Co 3.7company rating

    San Francisco, CA jobs

    A born and bred San Francisco original, Hotaling & Co. is the leading distiller and importer of artisanal spirits and cocktail essentials. Our dedication to artisanal spirits first started 30 years ago under the name Anchor Distilling Company - heralding the return to copper pot distilling in the U.S. with the original craft introductions of Junipero Gin & Old Potrero Straight Rye Whiskey. We carry on that pioneering legacy with the name Hotaling & Co. as a nod to the local legend A.P. Hotaling, who ventured West during the Gold Rush and quickly became one of the most reputable spirits dealers in the country and a notable figure in American drinking culture. Fueled by a passion for beverage expertise, education and hospitality, Hotaling & Co. carries on this tradition of artisanal excellence by bringing together a family of likeminded spirits that share our commitment to craft and care. Today, Hotaling & Co.â€TMs portfolio is synonymous with brands of unmatched quality and character, including Luxardo Liqueurs & Cherries, Nikka Whisky, Junipero Gin, HINE Cognac, Convite Mezcal, Severo Tequila, Kavalan Whisky, Denizen Rum, HIRSCH Selected Whiskeys, Writers' Tears Whiskey, Old Pulteney Whisky, Speyburn Whisky, Balblair Whisky, Arran Whisky, Old Potrero Rye Whiskey, and more. Visit to explore our full range of brands. Take the next step in your career now, scroll down to read the full role description and make your application. The Director of Food Sales will design and lead the execution of the go-to-market strategy for Hotalingâ€TMs new Food Division, scaling revenue from our existing core product (Luxardo cherries) into adjacent product lines and emerging categories. This leader will establish strong, trust-based relationships with our current food broker network, national and regional distributors, and key specialty and confectionery accounts. This is a hands-on, strategic role that blends selling, coaching, and system-building. You will personally drive customer acquisition, elevate broker and distributor performance, and develop the processes, tools, and operating rhythms that create predictable, repeatable growth for the division. Key Roles & Responsibilities Strategic Leadership Develop and implement a 12â€"24 month go-to-market sales strategy and playbook aligned with company objectives. Define and prioritize target channels (specialty food, bakeries, grocery, foodservice) based on ROI and strategic opportunity. Revenue Growth Grow Food Division revenue by expanding category penetration and introducing new SKUs.Set, track, and achieve quarterly and annual sales targets, including pipeline creation, conversion rates, average order size, and repeat purchase metrics. Channel & Partner Management Strengthen relationships with the existing food broker network, ensuring alignment on targets, assortment, and promotional plans.Manage relationships with regional and national distributors; negotiate terms, exclusivity agreements, listings, and joint business plans.Identify and onboard new distributors and specialty brokers as needed to accelerate reach and coverage. Account Penetration Identify, pursue, and secure key specialty food and confectionery accounts (buyers, category managers, co-packers, manufacturers, gourmet retailers).Develop tailored selling strategies for brokers, distributors, and end customers to improve penetration and retention. Cross-Functional Collaboration Partner with Marketing, Supply Chain, Operations, and Finance to ensure product readiness, accurate forecasting, pricing, promotional cadence, and efficient order fulfillment.Provide market feedback to inform SKU selection, packaging, labeling, and pricing. Sales Operations & Reporting Build and refine sales tools, KPIs, CRM processes, forecasting rhythms, and performance scorecards. Prepare and deliver monthly executive-level reporting on pipeline health, win/loss analysis, margins, and go-to-market progress. Team Development Hire, mentor, and support sales representatives and account managers as the division grows; provide coaching and define measurable performance goals. Success Metrics (First 12 Months) Establish baseline performance metrics and meet agreed-upon revenue targets (e.g., +X% year-over-year growthâ€"finalized with leadership). Convert X priority specialty/confectionery accounts and/or secure national distributor or retailer listings within 6â€"12 months. Increase broker-driven revenue conversion by X% through improved planning and incentive alignment. Launch Y new SKUs into target channels and achieve defined sell-through rates. Fully implement CRM tools, reporting cadence, and pipeline coverage metrics. Qualifications 7+ years of B2B sales experience in specialty food, ingredients, confectionery, or related CPG categories, including direct experience managing brokers, distributors, and specialty accounts. Proven ability to launch new products and scale revenue through distributor and broker networks. Strong negotiation skills with brokers and distributors; experienced in commercial contracts, pricing, and promotional terms. Excellent relationship-building skills and a history of developing long-term strategic partnerships.Demonstrated strategic and operational capabilities: pipeline management, forecasting, and KPI-driven decision-making. Proficiency with CRM systems (Salesforce preferred), MS Excel, and sales analytics tools. Willingness to travel frequently and represent the company at trade shows and customer meetings. Preferred Skills Experience collaborating with specialty food and confectionery brokers. Experience with imported specialty ingredients or premium branded ingredients. MBA or advanced degree. Existing relationships with buyers in specialty retail, confectionery manufacturing, gourmet foodservice, or premium grocery. How to Apply Please submit your resume and a brief cover letter including: An example of a product launch or channel penetration initiative you led and the results achieved. Key brokers/distributors or specialty accounts you've worked with (high-level descriptions are fine). Your proposed 90-day plan for this role (top three priorities). xevrcyc PandoLogic. Keywords: Brand Marketing Director, Location: San Francisco, CA - 94151
    $82k-125k yearly est. 1d ago
  • Medicare Sales Manager - Field Based - Seattle, Everett or Tacoma, WA

    Unitedhealthcare 4.4company rating

    Tacoma, WA jobs

    At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and optimized. Ready to make a difference? Join us to start Caring. Connecting. Growing together Serving one in five Medicare beneficiaries, UnitedHealthcare Medicare & Retirement is the largest business dedicated to the health and wellbeing needs of seniors and other Medicare beneficiaries. For more than three decades, UnitedHealthcare has served the health care coverage needs of Medicare beneficiaries, navigating through multiple evolutions of the Medicare program and growing to become the preferred choice of more beneficiaries than any other company. Today we remain committed to providing people with a choice of innovative health and well-being solutions that help them access the quality care they need and enjoy the superior experience they deserve. The role of this Market Sales Manager is vital in achieving this commitment to our members through their focus on innovative leadership, agent support and coaching, and accountability for growth and results in all distribution channels selling UnitedHealth Group portfolio of products offered to Medicare beneficiaries. If you are located in Seattle, WA, you will have the flexibility to work remotely* as you take on some tough challenges. Primary Responsibilities: Develop Others into a successful team aimed at increasing growth and market permeation by: Continually building and nurturing agents through educational support on product information, selling skills, systems, and processes at United Healthcare Actively engage in the management and coaching of agent performance by implementing successful start strategy and guiding agents through agent paths Monitor, coach, and train to compliant activity to ensure maximum member satisfaction and retention Influence and articulate brand ideals and messaging through collaborative engagement with agents and agencies in the development of effective and efficient business and marketing plans Leverage existing, and create new, agency partnerships to produce maximum market dispersion and lead utilization opportunities Facilitate Execution Plans by: Directing and executing strategic and systematic management to generate market level growth Fostering connections with community organizations to ensure agents have smooth tactical execution of events and meetings and fully utilize support functions and roles Actively tracking sales activity through the Field Leadership Portal and utilizing data to measure and drive sales activity Networking with professional organizations to create opportunities for referrals, partnerships, and other methods of engagement for both agents and members Utilizing competitive perspective and market knowledge to position United Healthcare as the carrier of choice Effectively and efficiently allocating enterprise resources to maximize growth and profitability Communicate Effectively and Manage Conflict by: Working collaboratively with others (both inside the sales unit as well as outside) to achieve goals Relate to others in an open and accepting manner and treat everyone with dignity and respect while focusing on inclusion and diversity to maximize team performance Keep others up to date on information, openly contributing ideas and fully understanding support decisions made by the team and the organization Lead with and model Achievement Drive by: Demonstrating the ability to meet or exceed performance standards in a timely manner Exhibiting attention to detail and ability to track/maintain various components/data elements required/needed (e.g. sales materials, files, etc.) Display a solid Growth Mindset by: Encouraging innovation and pioneering thinking whenever possible Using facts, sound judgment and application of business knowledge when making decisions within existing processes Quickly identifying and effectively resolving issues/problems in a way that supports the long-term goals of the organization yet meets the immediate needs of the situation You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: A state life/health insurance license is a requirement for this position by law. If you do not already have one, must be willing to obtain a (company-sponsored) state health/life insurance license within 60 days of hire 2+ years of sales, territory management, business development or related experience Proficient with technology resources (computers/mobile devices, Internet, social media platforms & networks, software applications, virtual presence, etc.) Proficiency in MS Office (Outlook, Word, Excel, PowerPoint, Teams) Ability to work Monday-Friday and outside core business hours, including evenings and weekends, per business needs Valid driver's license and good driving history Access to insured and reliable vehicle Travel up to 50% of the time within this local Seattle, WA market area Live in/within a commutable distance to Seattle, WA Preferred Qualifications: Active state health insurance license Experience managing/leading a team Experience selling Medicare or other Health Insurance Experience of giving presentations to all level leaders of organization including senior managers/executives Knowledge of social media platforms i.e. Instagram / Facebook etc. Bilingual Proven success exceeding company sales goals and deliverables *All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $75,000 to $160,000 annually based on full-time employment. This role is also eligible to receive bonuses based on sales performance. We comply with all minimum wage laws as applicable. #UHCPJ At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
    $75k-160k yearly Auto-Apply 1d ago
  • Vice President, Small Business Key Account Sales - Hybrid - Atlanta, GA

    Unitedhealthcare 4.4company rating

    Atlanta, GA jobs

    At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and optimized. Ready to make a difference? Join us to start Caring. Connecting. Growing together This Sales Leadership position is responsible for achieving membership, revenue and profitability objectives for the Georgia and Alabama Health plan for employer groups from 2-5000 employees. This leader's responsibility includes leading the Sales Staff and managing the distribution channel of the company's products and services of our core Medical, Specialty and Rx business. This role will lead the development and execution of the annual sales Market Business Plan for Small Business and Key Accounts segment. The VP of Sales for Small Business and Key Accounts must communicate a compelling vision for growth to their team, help them understand their role and responsibilities in its achievement and build a culture of enthusiasm and accountability for execution. Navigate a highly matrixed organization to coordinate its resources in creating strategies to meet/exceed growth and financial performance goals. This person will work in close coordination with peers from other market segments (i.e. Small Business) and business units in development of market strategies. This role leads Sales teams to execute on the market strategies. The role requires development of best practices and performance strategies for the market. Position is responsible for development and management of the market's Small Business & Key Account business plan; advance sales medical and specialty pipeline development and enhancing targeted broker/consultant communications for the market. The role requires development of differentiated messages for each line of business/segment, RFP responses and external presentations using UnitedHealthcare resources. This position can interface and influence with sophisticated prospects, plan sponsors and external consultants to determine and deliver on customized solutions. This role includes responsibility for collaboration and partnership with the VP of Account Management for existing Small Business & Key Account clients. This position follows a hybrid schedule with three in-office days per week Primary Responsibilities: Designs and implements sales strategies for all products and platforms for both UHC and TPA business Establishes management and control processes for proposals, RFP and all quote activity Develops unique strategies and best practices and works to implement those based on local market conditions Balance growth and profitability to achieve maximum short-term and long-term market objectives Recruits, leads, develops, retains and organizes the sales team with an emphasis on achieving targets Maximize team efficiency and develop new team constructs in a rapidly changing environment Develops long-term strategic direction for the entire sales team Accountability for executing sales strategy to attain business results Monitors on-going business plan performance throughout the year Development of broker compensation and incentive programs to drive partner performance and achieve health plan goals. Continuously assess if programs are effective, recommend and execute on changes as needed Possesses expert consultative skills Determines business solutions that align with the goals of the organization Possesses solid communication skills, both written and verbal Drives strategy and improvement of HP NPS score Deploying strategies around EHCV Visibility in the community Capable leader of membership forecasting Relationship Building Perceived as a leader in the market and potentially the region as well as to external market and within UnitedHealthcare. Possesses the ability to build and maintain solid internal relationships and works well in cross-functional teams and with matrix partners. Has demonstrated aptitude to build trusting relationships. Solid consultative sales skills. Has ability to move a prospect through the Key Account sales process. Ability to present solid and persuasive arguments for consideration. Solid presentation skills using company incorporated techniques. Personal involvement in developing large, strategic prospective clients and personal relationships with the C-suite within our largest clients Influence Skills Ability to influence and negotiate complex situations. Ability to influence sophisticated customers and brokers/consultants. Ability to orchestrate and lead a diverse and complex team sale. Ability to develop effective plans for achieving the goals of the organization. Ability to develop trusted relationships with leaders of internal UHC functional areas and appropriately influence their support for the local markets Product Knowledge Detailed understanding of UnitedHealthcare products, platforms, services and solutions including ancillary product lines. This role will influence new product development and will identify new products that will drive profitable growth for the organization Healthcare Knowledge In-depth industry healthcare knowledge understands important trends. Working knowledge of medical and pharmacy management, clinical operations and network management strategies. Strives to understand goals, operating principles, strategies and competitive position of UnitedHealthcare Financial and Underwriting Understands financing methodologies and strategies. Thorough knowledge of underwriting principles and practices. Can explain and justify financial projections for all product funding types. Understands the drivers of administrative costs and plan liabilities. Develop tightly collaborative, trust-based relationships with underwriting leadership to jointly make the best decisions to profitably grow the business over time Internal Operations and Capabilities Understands company's data and reporting capabilities. Ability to navigate internal departments to produce positive service results for clients and the company. Must be able to maintain extensive knowledge of internal resources, roles/responsibilities and processes Personal Attributes Consistent performer. Ability to team/partner with key stakeholders, internally and externally. Solid leadership skills and ability to lead teams, while executing on the UHC culture. Highly effective strategic planning abilities. Consistently demonstrates flexibility, resiliency, and self-awareness. Exhibits a high level of emotional intelligence. Excellent planning and organization skills. Complex problem-solving ability. Ability to multi-task; ability to quickly grasp new ideas and products. Very solid communication skills (written & verbal). Challenger of the status quo to lead and influence the market for the benefit of our customers and distributors You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: Sales Insurance License maintained by law 8+ years of successful healthcare insurance sales experience 5+ years of successful sales management experience, possessing a solid track record in establishing results-oriented sales environment 5+ years proven experience with all financing methodologies and strategies (fully insured, self-funded, level- funded) Demonstrated experience assessing talent and addressing development needs Demonstrated experience in selling or managing a sales team responsible for employer groups from 2-5000+ Demonstrated success managing broker/consultant relationships and geographical assignments Ability to travel as required, up to 50% Driver's License and access to reliable transportation *All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $130,000 to $240,000 annually based on full-time employment. This role is also eligible to receive bonuses based on sales performance. We comply with all minimum wage laws as applicable. #UHCPJ At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.
    $130k-240k yearly Auto-Apply 1d ago
  • Medicare Sales Manager - Field Based - Seattle, Everett or Tacoma, WA

    Unitedhealthcare 4.4company rating

    Seattle, WA jobs

    At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and optimized. Ready to make a difference? Join us to start Caring. Connecting. Growing together Serving one in five Medicare beneficiaries, UnitedHealthcare Medicare & Retirement is the largest business dedicated to the health and wellbeing needs of seniors and other Medicare beneficiaries. For more than three decades, UnitedHealthcare has served the health care coverage needs of Medicare beneficiaries, navigating through multiple evolutions of the Medicare program and growing to become the preferred choice of more beneficiaries than any other company. Today we remain committed to providing people with a choice of innovative health and well-being solutions that help them access the quality care they need and enjoy the superior experience they deserve. The role of this Market Sales Manager is vital in achieving this commitment to our members through their focus on innovative leadership, agent support and coaching, and accountability for growth and results in all distribution channels selling UnitedHealth Group portfolio of products offered to Medicare beneficiaries. If you are located in Seattle, WA, you will have the flexibility to work remotely* as you take on some tough challenges. Primary Responsibilities: Develop Others into a successful team aimed at increasing growth and market permeation by: Continually building and nurturing agents through educational support on product information, selling skills, systems, and processes at United Healthcare Actively engage in the management and coaching of agent performance by implementing successful start strategy and guiding agents through agent paths Monitor, coach, and train to compliant activity to ensure maximum member satisfaction and retention Influence and articulate brand ideals and messaging through collaborative engagement with agents and agencies in the development of effective and efficient business and marketing plans Leverage existing, and create new, agency partnerships to produce maximum market dispersion and lead utilization opportunities Facilitate Execution Plans by: Directing and executing strategic and systematic management to generate market level growth Fostering connections with community organizations to ensure agents have smooth tactical execution of events and meetings and fully utilize support functions and roles Actively tracking sales activity through the Field Leadership Portal and utilizing data to measure and drive sales activity Networking with professional organizations to create opportunities for referrals, partnerships, and other methods of engagement for both agents and members Utilizing competitive perspective and market knowledge to position United Healthcare as the carrier of choice Effectively and efficiently allocating enterprise resources to maximize growth and profitability Communicate Effectively and Manage Conflict by: Working collaboratively with others (both inside the sales unit as well as outside) to achieve goals Relate to others in an open and accepting manner and treat everyone with dignity and respect while focusing on inclusion and diversity to maximize team performance Keep others up to date on information, openly contributing ideas and fully understanding support decisions made by the team and the organization Lead with and model Achievement Drive by: Demonstrating the ability to meet or exceed performance standards in a timely manner Exhibiting attention to detail and ability to track/maintain various components/data elements required/needed (e.g. sales materials, files, etc.) Display a solid Growth Mindset by: Encouraging innovation and pioneering thinking whenever possible Using facts, sound judgment and application of business knowledge when making decisions within existing processes Quickly identifying and effectively resolving issues/problems in a way that supports the long-term goals of the organization yet meets the immediate needs of the situation You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: A state life/health insurance license is a requirement for this position by law. If you do not already have one, must be willing to obtain a (company-sponsored) state health/life insurance license within 60 days of hire 2+ years of sales, territory management, business development or related experience Proficient with technology resources (computers/mobile devices, Internet, social media platforms & networks, software applications, virtual presence, etc.) Proficiency in MS Office (Outlook, Word, Excel, PowerPoint, Teams) Ability to work Monday-Friday and outside core business hours, including evenings and weekends, per business needs Valid driver's license and good driving history Access to insured and reliable vehicle Travel up to 50% of the time within this local Seattle, WA market area Live in/within a commutable distance to Seattle, WA Preferred Qualifications: Active state health insurance license Experience managing/leading a team Experience selling Medicare or other Health Insurance Experience of giving presentations to all level leaders of organization including senior managers/executives Knowledge of social media platforms i.e. Instagram / Facebook etc. Bilingual Proven success exceeding company sales goals and deliverables *All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $75,000 to $160,000 annually based on full-time employment. This role is also eligible to receive bonuses based on sales performance. We comply with all minimum wage laws as applicable. #UHCPJ At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
    $75k-160k yearly Auto-Apply 1d ago
  • Commercial Surety Regional Manager - Central

    Swiss Re 4.8company rating

    Schaumburg, IL jobs

    About The Role: Underwrite and manage the Central region for the Commercial Surety business unit. Overall responsibilities include approving all commercial and commercial contract surety bonds within your authority, leading a team of underwriters, managing agency relationships and appointments, marketing for new business, and budgeting and planning for the region. The goal of this role is to achieve minimum loss ratio and maximum profitability for the region. Essential Responsibilities: * Effectively manage a team of underwriters. * Develop a one-to-three-year regional strategic plan (including revenue, commissions, expenses, and claims). * Manage the expense budget for the central region. * Ensure profitable underwriting decisions through appropriate financial analysis and credit review. * Review and approve new and renewal business within parameters of granted authority. * Maintain current underwriting files in accordance with the Swiss Re Surety Group Procedure Manual for Commercial Surety. * Enhance existing agency relationships while identifying and securing new agency relationships. * Maintain a strong working relationship with internal departments such as Claims, Legal, Operations, and Accounting. * Ensure strong visibility by participating and attending external and internal functions, including Swiss Re Corporate Solutions Surety Group regional meetings, as required. * Manage any special projects as delegated by the Zone leader. About You: * Bachelor's Degree with emphasis in business, preferably finance or accounting, or, the following years of relevant experience in commercial surety underwriting. * 10+ years of surety underwriting experience. * Strong marketing skills and ability to obtain new business and work with commercial clients. * Experience managing a team. * Strong competency in quantitative and financial analysis. * Effective written and verbal communication skills. * Competent computer skills including knowledge of Excel and Word. * Ability to travel up to 35%. The estimated base salary range for this position is $156,000 to $246,000. The specific salary offered for any given role will take into account a number of factors including but not limited to job location, scope of role, qualifications, complexity/specialization/scarcity of talent, experience, education, and employer budget. At Swiss Re, we take a "total compensation approach" when making compensation decisions. This means that we consider all components of compensation in their totality (such as base pay, short-and long-term incentives, and benefits offered), in setting individual compensation. Swiss Re has a hybrid work model where the expectation is that you will be in the office three days per week. The ideal location for this role is Schaumburg, Ill. Other locations within the central region would be entertained. About Swiss Re Corporate Solutions Swiss Re is one of the world's leading providers of reinsurance, insurance and other forms of insurance-based risk transfer. We anticipate and manage risks, from natural catastrophes and climate change to cybercrime. Swiss Re Corporate Solutions is the commercial insurance arm of the Swiss Re Group. We offer innovative insurance solutions to large and midsized multinational corporations from our approximately 50 locations worldwide. We help clients mitigate their risk exposure, whilst our industry-leading claims service provides them with additional peace of mind. Our success depends on our ability to build an inclusive culture encouraging fresh perspectives and innovative thinking. Swiss Re Corporate Solutions embraces a workplace where everyone has equal opportunities to thrive and develop professionally regardless of their age, gender, race, ethnicity, gender identity and/or expression, sexual orientation, physical or mental ability, skillset, thought or other characteristics. In our inclusive and flexible environment everyone can bring their authentic selves to work and their passion for sustainability. If you are an experienced professional returning to the workforce after a career break, we encourage you to apply for open positions that match your skills and experience. Swiss Re is an equal opportunity employer. It is our practice to recruit, hire and promote without regard to race, religion, color, national origin, sex, disability, age, pregnancy, sexual orientations, marital status, military status, or any other characteristic protected by law. Decisions on employment are solely based on an individual's qualifications for the position being filled. During the recruitment process, reasonable accommodations for disabilities are available upon request. If contacted for an interview, please inform the Recruiter/HR Professional of the accommodation needed. Keywords: Ohio, Minnesota, Indiana, Missouri Reference Code: 136214 Nearest Major Market: Chicago Job Segment: Surety, Regional Manager, Underwriter, Claims, HR, Insurance, Management, Human Resources
    $156k-246k yearly 14d ago
  • Regional Sales Director-Retirement Plans

    Ameritas 4.7company rating

    Remote

    The Regional Sales Director (RSD) is a retirement plan wholesaler position and is responsible for working through intermediaries to drive sales of the Ameritas Retirement Plan product line. This product line includes 401(k), 457, 403(b), MEPs, PEPs and other group retirement products. This position is responsible for attaining the assigned annual sales goal by developing, supporting, and driving sales through key strategic relationships. These key relationships will include Ameritas Broker Dealer (AIC) advisors, independent financial advisors, third party administrators and other key intermediaries. The RSD will partner with other Ameritas business units such as Agencies, Dental, and Group. At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services. Position Location: This position is remote from within the states Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, Vermont, or New York and does not require regular in-office presence. What you do: Prospect financial professionals, independent financial advisors, and TPAs for the sale of Ameritas Retirement Plan products and services in the designated region. Prepare and present proposals for Ameritas Retirement Plan products and services. Partner with internal wholesaler (Regional Sales Consultant) for territory development and management. Conduct qualified retirement plan presentations for Ameritas agencies and other distribution channels to encourage such producers to place their business with Ameritas Retirement Plan products and services. Prepare and submit all information required to establish a new or takeover retirement plan Work with the Ameritas Implementation team to successfully install newly sold retirement plan business. Design and execute on a business plan that exceeds minimum expectations for activity and results. Act as liaison between the client and Home Office by providing local service to existing book of Ameritas Retirement Plan clients, as needed Present enrollment materials for new and existing 401(k) plan enrollment/re-enrollment meetings as needed. Maintain a high level of qualified retirement plan expertise by attending continuing education classes in the RSD's locale. Meet or exceed the annual sales objectives for the territory What you bring: Bachelor's Degree or equivalent combination of education and experience required. 2-4 years of Sales Experience required; 1-2 years within the Retirement Plans and financial services space. Proactive selling skills are essential. Life insurance license required plus be a licensed Securities Representative (Series 6 or 7 and Series 63) or be willing and eligible to obtain licenses within 6 months. Excellent verbal skills to communicate effectively to a wide array of distribution partners. A high level of professionalism, sound judgment, strong analytical skills, accurate and reliable prioritization and time management, superior technical skills, and exemplary teamwork. What we offer: A meaningful mission. Great benefits. A vibrant culture Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life. At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't: Ameritas Benefits For your money: 401(k) Retirement Plan with company match and quarterly contribution Tuition Reimbursement and Assistance Incentive Program Bonuses Competitive Pay For your time: Flexible Hybrid work Thrive Days - Personal time off Paid time off (PTO) For your health and well-being: Health Benefits: Medical, Dental, Vision Health Savings Account (HSA) with employer contribution Well-being programs with financial rewards Employee assistance program (EAP) For your professional growth: Professional development programs Leadership development programs Employee resource groups StrengthsFinder Program For your community: Matching donations program Paid volunteer time- 8 hours per month For your family: Generous paid maternity leave and paternity leave Fertility, surrogacy and adoption assistance Backup child, elder and pet care support An Equal Opportunity Employer Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
    $89k-126k yearly est. 1d ago
  • Account Executive Officer/Sr. Underwriter, National Accounts

    Travelers Insurance Company 4.4company rating

    Irvine, CA jobs

    **Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. **Job Category** Underwriting **Compensation Overview** The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. **Salary Range** $120,400.00 - $198,700.00 **Target Openings** 1 **What Is the Opportunity?** National Accounts provides casualty solutions for clients with significant risk with coverages such as Workers' Compensation, General and Product Liability, as well as Commercial Automobile Liability. The Account Executive Officer (AEO), National Accounts will partner with agents, brokers, and customers to provide guaranteed cost and loss sensitive coverage for new and renewal business based on customers' needs. This role is seen as a technical resource. As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to independently assess complex risk and sell our products in challenging markets will contribute to the profitability and success of Travelers. **What Will You Do?** + Manage the profitability, growth, and retention of an assigned book of business. + Underwrite and skillfully negotiate complex customer accounts to minimize risk and maximize profitability. + Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities. + Foster and maintain relationships with external partners by regularly meeting in person with agents, brokers, and customers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings. + Identify and capture new business opportunities using consultative marketing and sales skills. The sales process to target new accounts has a long runway (6 months to 1 year). + Independently develop and execute agency sales plans and frequently partner with your Managing Director (MD) to develop region/group sales plans. + May assist in the training and mentoring of less experienced Account Executives. + Perform other duties as assigned. **What Will Our Ideal Candidate Have?** + Bachelor's degree. + Six to eight years of relevant underwriting experience with experience in National Accounts. + Deep knowledge of loss sensitive products, the regulatory environment, and the local insurance market. + Deep financial acumen. + Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite. + Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers. + CPCU designation. **What is a Must Have?** + Four years of underwriting, claim, operations, risk assessment, actuarial, sales, product, or finance experience. **What Is in It for You?** + **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment. + **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers. + **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays. + **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs. + **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice. **Employment Practices** Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit ******************************************************** .
    $120.4k-198.7k yearly 45d ago
  • Account Executive Officer/Sr. Underwriter, National Property

    Travelers Insurance Company 4.4company rating

    San Francisco, CA jobs

    **Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. **Job Category** Underwriting **Compensation Overview** The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. **Salary Range** $120,400.00 - $198,700.00 **Target Openings** 1 **What Is the Opportunity?** National Property provides tailored property protection solutions for high value, complex risks across a wide array of industries. The Account Executive Officer (AEO), National Property will partner with agents and brokers to provide coverage for new and renewal business based on customers' needs. This role is seen as a technical resource. As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to independently assess complex risk and sell our products in challenging markets will contribute to the profitability and success of Travelers. **What Will You Do?** + Manage the profitability, growth, and retention of an assigned book of business. + Underwrite and skillfully negotiate complex customer accounts to minimize risk and maximize profitability. Additionally, occasionally negotiate and procure reinsurance to underwrite complex accounts. + May facilitate the placement of foreign admitted policies, serve as a resource to field Account Executives on global underwriting capabilities, as well as assist in the business development activities for such global underwriting services. + Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities. + Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings. + Identify and capture new business opportunities using consultative marketing and sales skills. + Independently develop and execute agency sales plans and frequently partner with your Managing Director (MD) to develop region/group sales plans. + May assist in the training and mentoring of less experienced Account Executives. + Perform other duties as assigned. **What Will Our Ideal Candidate Have?** + Bachelor's degree. + Six to eight years of relevant underwriting experience with experience in National Property. + Deep knowledge of property-related products, the regulatory environment, and the local insurance market. + Deep financial acumen. + Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite. + Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers. + CPCU designation. **What is a Must Have?** + Four years of underwriting, claim, operations, risk assessment, actuarial, sales, product, or finance experience. **What Is in It for You?** + **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment. + **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers. + **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays. + **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs. + **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice. **Employment Practices** Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit ******************************************************** .
    $120.4k-198.7k yearly 60d+ ago
  • Account Executive Officer/Sr. Underwriter, National Property

    The Travelers Companies 4.4company rating

    San Francisco, CA jobs

    Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Underwriting Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. Salary Range $120,400.00 - $198,700.00 Target Openings 1 What Is the Opportunity? National Property provides tailored property protection solutions for high value, complex risks across a wide array of industries. The Account Executive Officer (AEO), National Property will partner with agents and brokers to provide coverage for new and renewal business based on customers' needs. This role is seen as a technical resource. As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to independently assess complex risk and sell our products in challenging markets will contribute to the profitability and success of Travelers. What Will You Do? * Manage the profitability, growth, and retention of an assigned book of business. * Underwrite and skillfully negotiate complex customer accounts to minimize risk and maximize profitability. Additionally, occasionally negotiate and procure reinsurance to underwrite complex accounts. * May facilitate the placement of foreign admitted policies, serve as a resource to field Account Executives on global underwriting capabilities, as well as assist in the business development activities for such global underwriting services. * Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities. * Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings. * Identify and capture new business opportunities using consultative marketing and sales skills. * Independently develop and execute agency sales plans and frequently partner with your Managing Director (MD) to develop region/group sales plans. * May assist in the training and mentoring of less experienced Account Executives. * Perform other duties as assigned. What Will Our Ideal Candidate Have? * Bachelor's degree. * Six to eight years of relevant underwriting experience with experience in National Property. * Deep knowledge of property-related products, the regulatory environment, and the local insurance market. * Deep financial acumen. * Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite. * Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers. * CPCU designation. What is a Must Have? * Four years of underwriting, claim, operations, risk assessment, actuarial, sales, product, or finance experience. What Is in It for You? * Health Insurance: Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment. * Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers. * Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays. * Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs. * Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice. Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit *********************************************************
    $120.4k-198.7k yearly 37d ago
  • Account Executive Officer/Sr. Underwriter, National Property

    Travelers Insurance Company 4.4company rating

    Hartford, CT jobs

    **Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. **Job Category** Underwriting **Compensation Overview** The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. **Salary Range** $120,400.00 - $198,700.00 **Target Openings** 1 **What Is the Opportunity?** National Property provides tailored property protection solutions for high value, complex risks across a wide array of industries. The Account Executive Officer (AEO), National Property will partner with agents and brokers to provide coverage for new and renewal business based on customers' needs. This role is seen as a technical resource. As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to independently assess complex risk and sell our products in challenging markets will contribute to the profitability and success of Travelers. **What Will You Do?** + Manage the profitability, growth, and retention of an assigned book of business. + Underwrite and skillfully negotiate complex customer accounts to minimize risk and maximize profitability. Additionally, occasionally negotiate and procure reinsurance to underwrite complex accounts. + May facilitate the placement of foreign admitted policies, serve as a resource to field Account Executives on global underwriting capabilities, as well as assist in the business development activities for such global underwriting services. + Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities. + Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings. + Identify and capture new business opportunities using consultative marketing and sales skills. + Independently develop and execute agency sales plans and frequently partner with your Managing Director (MD) to develop region/group sales plans. + May assist in the training and mentoring of less experienced Account Executives. + Perform other duties as assigned. **What Will Our Ideal Candidate Have?** + Bachelor's degree. + Six to eight years of relevant underwriting experience with experience in National Property. + Deep knowledge of property-related products, the regulatory environment, and the local insurance market. + Deep financial acumen. + Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite. + Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers. + CPCU designation. **What is a Must Have?** + Four years of underwriting, claim, operations, risk assessment, actuarial, sales, product, or finance experience. **What Is in It for You?** + **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment. + **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers. + **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays. + **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs. + **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice. **Employment Practices** Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit ******************************************************** .
    $120.4k-198.7k yearly 60d+ ago
  • Account Executive Officer/Sr. Underwriter, National Accounts

    Travelers Insurance Company 4.4company rating

    Glendale, CA jobs

    **Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. **Job Category** Underwriting **Compensation Overview** The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. **Salary Range** $120,400.00 - $198,700.00 **Target Openings** 1 **What Is the Opportunity?** National Accounts provides casualty solutions for clients with significant risk with coverages such as Workers' Compensation, General and Product Liability, as well as Commercial Automobile Liability. The Account Executive Officer (AEO), National Accounts will partner with agents, brokers, and customers to provide guaranteed cost and loss sensitive coverage for new and renewal business based on customers' needs. This role is seen as a technical resource. As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to independently assess complex risk and sell our products in challenging markets will contribute to the profitability and success of Travelers. **What Will You Do?** + Manage the profitability, growth, and retention of an assigned book of business. + Underwrite and skillfully negotiate complex customer accounts to minimize risk and maximize profitability. + Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities. + Foster and maintain relationships with external partners by regularly meeting in person with agents, brokers, and customers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings. + Identify and capture new business opportunities using consultative marketing and sales skills. The sales process to target new accounts has a long runway (6 months to 1 year). + Independently develop and execute agency sales plans and frequently partner with your Managing Director (MD) to develop region/group sales plans. + May assist in the training and mentoring of less experienced Account Executives. + Perform other duties as assigned. **What Will Our Ideal Candidate Have?** + Bachelor's degree. + Six to eight years of relevant underwriting experience with experience in National Accounts. + Deep knowledge of loss sensitive products, the regulatory environment, and the local insurance market. + Deep financial acumen. + Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite. + Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers. + CPCU designation. **What is a Must Have?** + Four years of underwriting, claim, operations, risk assessment, actuarial, sales, product, or finance experience. **What Is in It for You?** + **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment. + **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers. + **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays. + **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs. + **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice. **Employment Practices** Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit ******************************************************** .
    $120.4k-198.7k yearly 45d ago
  • Account Executive Officer/Sr. Underwriter, National Accounts

    The Travelers Companies 4.4company rating

    Glendale, CA jobs

    Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Underwriting Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. Salary Range $120,400.00 - $198,700.00 Target Openings 1 What Is the Opportunity? National Accounts provides casualty solutions for clients with significant risk with coverages such as Workers' Compensation, General and Product Liability, as well as Commercial Automobile Liability. The Account Executive Officer (AEO), National Accounts will partner with agents, brokers, and customers to provide guaranteed cost and loss sensitive coverage for new and renewal business based on customers' needs. This role is seen as a technical resource. As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to independently assess complex risk and sell our products in challenging markets will contribute to the profitability and success of Travelers. What Will You Do? * Manage the profitability, growth, and retention of an assigned book of business. * Underwrite and skillfully negotiate complex customer accounts to minimize risk and maximize profitability. * Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities. * Foster and maintain relationships with external partners by regularly meeting in person with agents, brokers, and customers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings. * Identify and capture new business opportunities using consultative marketing and sales skills. The sales process to target new accounts has a long runway (6 months to 1 year). * Independently develop and execute agency sales plans and frequently partner with your Managing Director (MD) to develop region/group sales plans. * May assist in the training and mentoring of less experienced Account Executives. * Perform other duties as assigned. What Will Our Ideal Candidate Have? * Bachelor's degree. * Six to eight years of relevant underwriting experience with experience in National Accounts. * Deep knowledge of loss sensitive products, the regulatory environment, and the local insurance market. * Deep financial acumen. * Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite. * Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers. * CPCU designation. What is a Must Have? * Four years of underwriting, claim, operations, risk assessment, actuarial, sales, product, or finance experience. What Is in It for You? * Health Insurance: Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment. * Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers. * Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays. * Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs. * Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice. Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit *********************************************************
    $120.4k-198.7k yearly 36d ago
  • Regional Sales Director-Retirement Plans

    Ameritas 4.7company rating

    Connecticut jobs

    The Regional Sales Director (RSD) is a retirement plan wholesaler position and is responsible for working through intermediaries to drive sales of the Ameritas Retirement Plan product line. This product line includes 401(k), 457, 403(b), MEPs, PEPs and other group retirement products. This position is responsible for attaining the assigned annual sales goal by developing, supporting, and driving sales through key strategic relationships. These key relationships will include Ameritas Broker Dealer (AIC) advisors, independent financial advisors, third party administrators and other key intermediaries. The RSD will partner with other Ameritas business units such as Agencies, Dental, and Group. At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services. Position Location: * This position is remote from within the states Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, Vermont, or New York and does not require regular in-office presence. What you do: * Prospect financial professionals, independent financial advisors, and TPAs for the sale of Ameritas Retirement Plan products and services in the designated region. * Prepare and present proposals for Ameritas Retirement Plan products and services. * Partner with internal wholesaler (Regional Sales Consultant) for territory development and management. * Conduct qualified retirement plan presentations for Ameritas agencies and other distribution channels to encourage such producers to place their business with Ameritas Retirement Plan products and services. * Prepare and submit all information required to establish a new or takeover retirement plan * Work with the Ameritas Implementation team to successfully install newly sold retirement plan business. * Design and execute on a business plan that exceeds minimum expectations for activity and results. * Act as liaison between the client and Home Office by providing local service to existing book of Ameritas Retirement Plan clients, as needed * Present enrollment materials for new and existing 401(k) plan enrollment/re-enrollment meetings as needed. * Maintain a high level of qualified retirement plan expertise by attending continuing education classes in the RSD's locale. * Meet or exceed the annual sales objectives for the territory What you bring: * Bachelor's Degree or equivalent combination of education and experience required. * 2-4 years of Sales Experience required; 1-2 years within the Retirement Plans and financial services space. * Proactive selling skills are essential. * Life insurance license required plus be a licensed Securities Representative (Series 6 or 7 and Series 63) or be willing and eligible to obtain licenses within 6 months. * Excellent verbal skills to communicate effectively to a wide array of distribution partners. * A high level of professionalism, sound judgment, strong analytical skills, accurate and reliable prioritization and time management, superior technical skills, and exemplary teamwork. What we offer: A meaningful mission. Great benefits. A vibrant culture Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life. At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't: Ameritas Benefits For your money: * 401(k) Retirement Plan with company match and quarterly contribution * Tuition Reimbursement and Assistance * Incentive Program Bonuses * Competitive Pay For your time: * Flexible Hybrid work * Thrive Days - Personal time off * Paid time off (PTO) For your health and well-being: * Health Benefits: Medical, Dental, Vision * Health Savings Account (HSA) with employer contribution * Well-being programs with financial rewards * Employee assistance program (EAP) For your professional growth: * Professional development programs * Leadership development programs * Employee resource groups * StrengthsFinder Program For your community: * Matching donations program * Paid volunteer time- 8 hours per month For your family: * Generous paid maternity leave and paternity leave * Fertility, surrogacy and adoption assistance * Backup child, elder and pet care support An Equal Opportunity Employer Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
    $110k-161k yearly est. 26d ago
  • Territory Sales Manager

    Western Pacific Insurance 4.0company rating

    Littleton, CO jobs

    Description: Job Type: Full-time Industry: Wholesale & MGA Insurance About Us: At WestPac, we are a unique, family-centric, and locally owned regional wholesale and Managing General Agent (MGA) insurance firm. We pride ourselves on creating a flexible and supportive work environment that values diversity and inclusion. Our team members are celebrated and rewarded for their hard work and collaboration. We encourage ongoing education and professional development, offering a comprehensive total rewards package that includes competitive benefits and incentives. Position Overview: We are looking for a dynamic and self-motivated Territory Sales Manager to join our team at WestPac. In this role, you will be responsible for fostering strong relationships with our agency partners, promoting our commercial and personal lines products, and supporting various marketing initiatives. Your technical expertise in insurance products, industry trends, and communication skills will be key to helping us expand our footprint and enhance our market presence. Key Responsibilities: Product Knowledge: Maintain an in-depth understanding of WestPac's insurance products and services, and how they integrate into the broader P&C insurance market. Marketing Strategy Execution: Collaborate with management to implement and execute marketing strategies and plans for WestPac. Agency Relationships and Engagement: Regularly engage with retail agencies through visits, networking events, conventions, trade shows, and carrier dinners and discuss WestPac products, industry trends, and business strategies with agents to foster positive relationships and ensure business growth Travel and Agency Visits: Travel to visit agencies within WestPac's geographic areas. Travel requirements may vary based on business needs. Reporting: Log all relevant discussions with agents and carriers regarding exposures, coverage, and accounts within our agency management/CRM system and provide weekly marketing reports Business Development & Expansion: Identify and pursue new business opportunities across untapped or underdeveloped territories; develop and grow strategic agency partnerships to drive new revenue. Marketing Campaigns: Assist with the development of marketing materials, social media campaigns, e-blast communications, and website updates. Underwriting Support: Provide minor underwriting assistance when needed to support internal teams. Carrier Relationships: Maintain positive, ongoing relationships with carriers to ensure smooth operations and support. Team Support: Work closely with internal teams (Brokers, Underwriters, Accounting, Claims) to address technical issues and resolve client-related concerns. Additional Tasks: Assist with other marketing and company-related functions as assigned by management. Requirements: Qualifications: Bachelor's degree or equivalent experience. Minimum of 3 years of experience in insurance marketing or related fields, with a preference for candidates with Broker or Underwriter experience. Required insurance licensing as mandated by the State Department of Insurance in the states where the agency operates (or willingness to obtain the necessary licenses). Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Publisher). Familiarity with agency management systems and other creative software is a plus. Excellent verbal and written communication skills. Ability to work independently, prioritize tasks, and manage time effectively. Ability to travel regularly for agency visits and industry events. Why Join WestPac? At WestPac, we offer a unique opportunity to be part of a supportive and dynamic work culture. Enjoy a total rewards package that recognizes your contributions, with competitive benefits and opportunities for professional growth. If you are a dedicated professional looking to advance your career in the insurance industry, we invite you to apply! This job description is a general statement of duties and responsibilities and should not be taken as a complete statement for this position. Western Pacific Insurance Network, Inc. is an equal opportunity employer.
    $66k-85k yearly est. 26d ago
  • Account Executive Officer/Sr. Underwriter, National Accounts

    The Travelers Companies 4.4company rating

    Diamond Bar, CA jobs

    Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Underwriting Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. Salary Range $120,400.00 - $198,700.00 Target Openings 1 What Is the Opportunity? National Accounts provides casualty solutions for clients with significant risk with coverages such as Workers' Compensation, General and Product Liability, as well as Commercial Automobile Liability. The Account Executive Officer (AEO), National Accounts will partner with agents, brokers, and customers to provide guaranteed cost and loss sensitive coverage for new and renewal business based on customers' needs. This role is seen as a technical resource. As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to independently assess complex risk and sell our products in challenging markets will contribute to the profitability and success of Travelers. What Will You Do? * Manage the profitability, growth, and retention of an assigned book of business. * Underwrite and skillfully negotiate complex customer accounts to minimize risk and maximize profitability. * Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities. * Foster and maintain relationships with external partners by regularly meeting in person with agents, brokers, and customers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings. * Identify and capture new business opportunities using consultative marketing and sales skills. The sales process to target new accounts has a long runway (6 months to 1 year). * Independently develop and execute agency sales plans and frequently partner with your Managing Director (MD) to develop region/group sales plans. * May assist in the training and mentoring of less experienced Account Executives. * Perform other duties as assigned. What Will Our Ideal Candidate Have? * Bachelor's degree. * Six to eight years of relevant underwriting experience with experience in National Accounts. * Deep knowledge of loss sensitive products, the regulatory environment, and the local insurance market. * Deep financial acumen. * Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite. * Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers. * CPCU designation. What is a Must Have? * Four years of underwriting, claim, operations, risk assessment, actuarial, sales, product, or finance experience. What Is in It for You? * Health Insurance: Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment. * Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers. * Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays. * Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs. * Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice. Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit *********************************************************
    $120.4k-198.7k yearly 36d ago
  • Account Executive Officer/Sr. Underwriter, National Accounts

    Travelers Insurance Company 4.4company rating

    Diamond Bar, CA jobs

    **Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. **Job Category** Underwriting **Compensation Overview** The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. **Salary Range** $120,400.00 - $198,700.00 **Target Openings** 1 **What Is the Opportunity?** National Accounts provides casualty solutions for clients with significant risk with coverages such as Workers' Compensation, General and Product Liability, as well as Commercial Automobile Liability. The Account Executive Officer (AEO), National Accounts will partner with agents, brokers, and customers to provide guaranteed cost and loss sensitive coverage for new and renewal business based on customers' needs. This role is seen as a technical resource. As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to independently assess complex risk and sell our products in challenging markets will contribute to the profitability and success of Travelers. **What Will You Do?** + Manage the profitability, growth, and retention of an assigned book of business. + Underwrite and skillfully negotiate complex customer accounts to minimize risk and maximize profitability. + Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities. + Foster and maintain relationships with external partners by regularly meeting in person with agents, brokers, and customers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings. + Identify and capture new business opportunities using consultative marketing and sales skills. The sales process to target new accounts has a long runway (6 months to 1 year). + Independently develop and execute agency sales plans and frequently partner with your Managing Director (MD) to develop region/group sales plans. + May assist in the training and mentoring of less experienced Account Executives. + Perform other duties as assigned. **What Will Our Ideal Candidate Have?** + Bachelor's degree. + Six to eight years of relevant underwriting experience with experience in National Accounts. + Deep knowledge of loss sensitive products, the regulatory environment, and the local insurance market. + Deep financial acumen. + Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite. + Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers. + CPCU designation. **What is a Must Have?** + Four years of underwriting, claim, operations, risk assessment, actuarial, sales, product, or finance experience. **What Is in It for You?** + **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment. + **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers. + **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays. + **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs. + **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice. **Employment Practices** Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit ******************************************************** .
    $120.4k-198.7k yearly 45d ago
  • Regional Vice President - Retirement

    Symetra 4.6company rating

    Bellevue, WA jobs

    Symetra continually seeks driven annuity wholesalers to join our team as Regional Vice Presidents. We encourage you to apply, and if you're a strong fit, we'll reach out to you directly as opportunities become available in your area. About the role The Regional Vice President (RVP) reports to the Divisional Vice President. The RVP receives an annual Incentive Compensation Plan, which articulates the sales goals for the year. The RVP will work closely with the DVP, their aligned Internal Wholesaler, and the Sales Support Specialist to create a targeted sales plan for the territory. The RVP must fully understand Symetra's retirement products, marketing, and resources that assist in territory development, such as sales effectiveness data, marketing tools (digital & printed), and technology and an in-depth knowledge of Symetra's existing producers within the territory. Proper adoption and execution of the Symetra Sales Process is required to maximize territory sales, including a well-articulated value proposition to ensure sales success. Additionally, the RVP must grow its territory through new producer relationships. The position requires 75% field travel to build the relationships necessary to reach sales targets through new producer acquisition and by growing Symetra's market share in the aligned territory. In addition to one-on-one meetings, the RVPs will lead group meetings, roundtable discussions and public seminars for Financial Professionals, Bankers, and others within the industry. The RVP is expected to maintain high professional conduct, ensuring that all FINRA, SEC, Department of Insurance, Symetra Compliance, and Firm policies are strictly adhered to. What you will do Create a sound business plan to increase sales, increase Symetra's brand awareness and value proposition, and to increase market share through new producer appointments. The business plan should be modified accordingly and based on advice from your DVP, the Sales Effectiveness team and the Retirement Division Leadership Team. Build and maintain strong relationships with your new and existing producers, your Internal Wholesaler, and the Sales Effectiveness Team to achieve sales goals and grow market share. Together, you will keep your Financial Professionals informed of market and product enhancements and the value Symetra offers their customers. Quickly identify and target producer needs and adhere to Symetra's sales process to achieve your sales goals. Conduct product and sales training through opportunities such as individual and group training sessions, seminars, workshops, branch meetings and more. Strategically plan and manage the deployment of resources for the territory through marketing and sales initiatives, in partnership with the division marketing team. Use company resources effectively to drive sales and build our brand, e.g., travel and expense budget to strengthen existing producer relationships and to create new producer relationships. What we offer you We don't take a "one-size-fits-all" approach when it comes to our employees. Our programs are designed to make your life better both at work and at home. Flexible full-time or hybrid telecommuting arrangements Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6% Paid time away including vacation and sick time, flex days and ten paid holidays Give back to your community and double your impact through our company matching Want more details? Check out our Symetra Benefits Overview Compensation Base salary: $60,000 plus eligibility for incentive compensation Who you are College Graduate; Degree in related field or equivalent experience required 5 years Prior wholesaling experience in the bank and/or wirehouse distribution channels FINRA 6 or 7, 63 and Life and Health license. Proven sales competence and presentation skills Proven ability in growing a region as measured by sales results Excellent knowledge of the advisor community and industry Ability to adapt to constant changing environment Ability to build productive relationships; provide training, sales ideas, and mentoring Strong territory management experience related to zone rotation, opportunity assessment and strategic planning to maximize opportunities History of producer contacts in the territory Demonstrated success within sales with the ability to establish sales objectives and meet goals Excellent communication, negotiation and interpersonal skills Will be expected to have or develop a strong understanding of key retirement products Ability to balance multiple priorities and meet specific marketing objectives and achieve specific production objectives Requires extensive travel (75%) within the territory Reside within the assigned territory Please review Symetra's Remote Network Minimum Requirements: As a remote-first organization committed to providing a positive experience for both employees and customers, Symetra has the following standards for employees' internet connection: Minimum Internet Speed:100 Mbps download and 20 Mbps upload, in alignment with the FCC's definition of "broadband." Internet Type:Fiber, Cable (e.g., Comcast, Spectrum), or DSL. Not Permissible:Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up. When applying to jobs at Symetra you'll be asked totest your internet speedand confirm that your internet connection meets or exceeds Symetra's standard as outlined above. We empower inclusion At Symetra, we're building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspectives, and removing barriers. We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here. Creating a world where more people have access to financial freedom Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we're guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they're buying, and we design products-and operate our company-to stand the test of time. We're committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom. For more information about our careers visit: ************************************ Work Authorization Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company. #LI-MT1 #LI-Remote RequiredPreferredJob Industries Other
    $60k yearly 60d+ ago
  • Head of Sales Compensation, Group Benefits

    Guardian Life Insurance Company 3.2company rating

    Boston, MA jobs

    The Head of Sales Compensation is responsible for the strategic oversight, administration, and management of all sales compensation programs, policies and processes for Group Benefits brokers and distribution personnel. Reporting to the Head of Distribution Compensation and Planning, this leader will ensure that incentive programs drive performance, align with company objectives, and attract, motivate, and retain top sales talent. They will ensure compensation programs are administered with accuracy, timeliness and efficiency with proper documentation and audit controls in place. This leader will have the expertise to combine strategic, analytical, big picture thinking to drive detailed, operational excellence. Collaborating closely with executive leadership, HR, legal, finance, and distribution operations, the Head of Sales Compensation will provide expertise in compensation reporting, audit, communication, issue resolution, process improvement and policy governance. Successful candidate will be data-driven, have a proven track record of strategically scaling operational processes, possess a broad understanding of sales incentive plans and broker commissions, preferably within the Group Benefits industry. This person must be a hands-on leader that embraces and drives change to foster a culture of high productivity and efficiency across the distribution compensation team. For the right candidate, this role will offer great visibility and opportunities for future career progression. You Will: Lead and manage the implementation of comprehensive distribution compensation plans that align with organizational goals and drive high performance. Facilitate sales compensation discussions with business partners and executive stakeholders to help reach consensus, develop POVs, inform policies, influence decision making and ensure incentive programs remain competitive and effective. Effectively monitor, analyze, and report on compensation payments, issues and program effectiveness, using data-driven insights to recommend adjustments as needed. Oversee administration and communication of all compensation policies, guidelines and frameworks, ensuring compliance with legal and regulatory requirements. Set priorities for the team and optimizes resources to align with business objectives and strategic efforts. Lead development of scalable and sustainable business tools to enhance compensation administration efforts. Collaborate with operations, HR, product, sales, legal, and finance teams to ensure seamless plan rollouts, accurate payments, and ongoing education for sales and client management teams. Participate in regular market analysis and industry benchmarking studies to ensure compensation offerings are externally competitive and internally equitable. Develop and implement policies, governance frameworks and audit processes to maintain integrity and transparency in all compensation practices and outcomes. Build and maintain strong partnerships proactively across Group Benefits Distribution leadership including sales, operations, finance, and legal by fostering open dialogue, effective collaboration and providing solutions to issues in real time in alignment with Group compensation policies and administration. Track and memorialize key compensation decisions by maintaining proper documentation in partnership with compensation strategy team regarding policies, exceptions, agreements, rules and decisions and ensure compliance at all levels. Support the Head of Group Benefits Distribution Compensation & Planning on specific projects and ad-hoc activities as required. You Have:Essential Skills: Strategic Thinking: Ability to translate business objectives into effective compensation strategies and processes that drive results and efficiency. Analytical Acumen: Advanced skills in data analysis, modeling, and interpreting complex metrics to inform decision-making. Communication: Exceptional written, verbal communication abilities to present complex concepts and influence stakeholders Influence: Ability to cast a broad span of influence within and beyond their own area of responsibility. Cross-Functional Collaboration: Proven capability to partner with diverse teams and align interests across a matrixed organization. Self-starter: Ability to partner across all business levels to recommend and implement solutions. Change Management: Expertise in leading organizational change initiatives related to compensation program design and rollout. Qualifications & Experience: Bachelor's degree and 10+ years of experience in sales compensation, broker commissions, sales incentives, or related fields, with at least 5 years in a functional leadership role. Relevant Group Benefits/Insurance industry experience preferred. Deep expertise in overseeing commissions/incentives administration with proven track record of leading large payouts across multiple complex programs with accuracy and timeliness. Deep knowledge of sales compensation programs, drivers, and performance metrics. Demonstrated ability to lead timely issue resolutions, through escalation, cross-functional collaboration and proactive communication. Strategic mindset with the ability to translate business needs into real-time solutions. Advanced Excel analysis skills with strong presentation/ PowerPoint skills with the ability to build audience-specific presentations and present them in a clear, concise and effective way to stakeholders and senior leadership. Experience using compensation platforms using Varicent, Xactly or other similar technology. Ability to manage conflicting priorities and drive initiatives in a fast-paced, cross-functional, matrix environment. Ability to adjust on the fly to new demands and act with a sense of urgency. Self-starter with the ability to partner across business levels to recommend and deliver solutions. Must possess a “can do” attitude. Strong project management and planning skills including the ability to lead, plan, organize and resource complex assignments. Proven ability to adapt to and lead through change quickly and easily and operate effectively through ambiguity. Location and Work Arrangement: The work arrangement for this position will be hybrid (3+ days per week in a local Guardian Office). Preferred locations include: Atlanta, GA; Bethlehem, PA; Boston, MA; Chicago, IL; Holmdel, NJ; New York, NY; Plano, TX; and Stamford, CT. Salary Range: $107,920.00 - $177,295.00 The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation. Our Promise At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards. Inspire Well-Being As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at ************************************************ Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits. Equal Employment Opportunity Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law. Accommodations Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com. Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.
    $107.9k-177.3k yearly Auto-Apply 60d+ ago

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