Senior Account Manager jobs at Woodruff Sawyer - 741 jobs

The Gilbert Agency is a premier Marketing Organization serving clients and businesses in the financial services market. Designed from the ground up by industry veterans, The Gilbert Agency provides a proven client integration system, digital application processes, and innovative technology to become a leader in the segment. With the driving force of progressive and proprietary technology, a competitive portfolio of services, and state‑of‑the‑art training, The Gilbert Agency has created a company that has become recognized as the innovative leader and preferred provider for its clients and field force. We're looking for a highly motivated self‑starter to fill this open position. The ideal candidate will have a strong customer service background and a passion for helping people with innovative solutions. A successful candidate is able to communicate effectively and build rapport easily with customers and will utilize their experience with customer service and sales with us here. For those who have proven leadership experience, we may find mutual benefit to discuss elevated leadership promotions. Responsibilities Acting as a point of contact between clients and the company Negotiating terms of sales and agreements and closing sales with customers Gathering market and customer information to figure out the client needs Responding to client inquiries and resolving their objections to get them to make a purchase Advising product development on improvements and discussing special promotions Creating proposal documents as part of the sale Providing clients with detailed and accurate quotations and cost calculations Preferred Skills and Qualifications Excellent verbal and communications kills Good listening skills and attention to details High level of resilience and the ability to handle objections Excellent interpersonal skills and the ability to flourish in a competitive industry A great sense of self‑motivation, ambition, and determination Ability to achieve desired results both individually and as part of a team Preferred previous sales and/or customer service experience Good self‑management skills and ability to prioritize tasks effectively The Gilbert Agency | Remote Territory Sales Executive No agent's success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work. #J-18808-Ljbffr

A premier marketing organization in San Francisco seeks a motivated Remote Territory Sales Executive. This role involves negotiating sales, responding to client inquiries, and providing accurate quotations. Ideal candidates should possess strong customer service skills, experience in sales, and the ability to communicate effectively. Join a dynamic team and thrive in a competitive industry with opportunities for leadership. #J-18808-Ljbffr

A leading health insurance provider is seeking a Director of Sales to lead their efforts in Florida and Texas. This role involves developing sales strategies and managing a sales team to drive membership growth through innovative and traditional sales channels. Candidates should have extensive experience in healthcare sales and leadership. This is a remote position with some travel required. Competitive salary range from $144,000 to $189,000 per year, along with comprehensive benefits including equity and unlimited vacation. #J-18808-Ljbffr

The final salary or hourly wage, as applicable, paid to each candidate/applicant for this position is ultimately dependent on a variety of factors, including, but not limited to, the candidate's/applicant's qualifications, skills, and level of experience as well as the geographical location of the position. Applicants must be legally authorized to work in the United States. Sponsorship not available. Our client is seeking a Senior Cloud Security Engineer in for a remote opportunity Role Description The Senior Process Executive - Accounts Receivable is responsible for managing and optimizing the full lifecycle of hospital and professional claims across third-party payers, including commercial insurance, Medicare, and Medicaid. This role requires advanced knowledge of US healthcare billing, claims adjudication, and payer-specific requirements, ensuring timely and accurate reimbursement for healthcare services. • Manage accounts receivable processes for hospital and professional claims, ensuring compliance with US payer regulations. • Analyze and resolve outstanding claims, including denials and underpayments, using payer-specific portals and resources. • Investigate root causes of denials, apply appropriate ICD-10 and CPT codes, and implement corrective actions to maximize reimbursement. • Prepare and submit appeals to insurance companies and Medicare, including redetermination requests and supporting documentation. • Perform online submission of claims and monitor claim status through portals. • Review aged receivables, recommend write-offs for uncollectible accounts, and report findings to the Account Manager. • Maintain up-to-date knowledge of payer policies, federal and state regulations (HIPAA, CMS guidelines), and industry best practices. • Collaborate with internal teams and external payers to resolve complex claim issues and expedite payment. Skills & Requirements • Bachelor's degree or equivalent experience required; preferred in Business, Healthcare Administration, or related field. • Minimum 1-2 years of hands-on experience in US healthcare revenue cycle management, with a focus on hospital and professional claims. • In-depth understanding of UB-04 and CMS-1500 claim forms, ICD-10, CPT/HCPCS coding, and payer guidelines. • Exceptional communication and interpersonal skills; able to interact professionally with payers, providers, and team members. • Strong problem-solving and critical thinking abilities, with attention to detail and accuracy. • Demonstrated ability to prioritize tasks, manage multiple deadlines, and adapt to changing regulatory requirements. • High level of integrity, work ethic, and commitment to organizational goals. • Proficiency in healthcare billing software, payer portals, and Microsoft Office Suite. • Experience with US hospital billing systems (Epic, Cerner, Meditech, etc.). • Familiarity with payer regulations, including appeals and redetermination processes. • Ability to work independently and as part of a collaborative team. Benefits/Other Compensation This position is a contract/temporary role where Hays offers you the opportunity to enroll in full medical benefits, dental benefits, vision benefits, 401K and Life Insurance ($20,000 benefit). Why Hays? You will be working with a professional recruiter who has intimate knowledge of the industry and market trends. Your Hays recruiter will lead you through a thorough screening process in order to understand your skills, experience, needs, and drivers. You will also get support on resume writing, interview tips, and career planning, so when there's a position you really want, you're fully prepared to get it. Nervous about an upcoming interview? Unsure how to write a new resume? Visit the Hays Career Advice section to learn top tips to help you stand out from the crowd when job hunting. Hays is committed to building a thriving culture of diversity that embraces people with different backgrounds, perspectives, and experiences. We believe that the more inclusive we are, the better we serve our candidates, clients, and employees. We are an equal employment opportunity employer, and we comply with all applicable laws prohibiting discrimination based on race, color, creed, sex (including pregnancy, sexual orientation, or gender identity), age, national origin or ancestry, physical or mental disability, veteran status, marital status, genetic information, HIV-positive status, as well as any other characteristic protected by federal, state, or local law. One of Hays' guiding principles is ‘do the right thing'. We also believe that actions speak louder than words. In that regard, we train our staff on ensuring inclusivity throughout the entire recruitment process and counsel our clients on these principles. If you have any questions about Hays or any of our processes, please contact us. In accordance with applicable federal, state, and local law protecting qualified individuals with known disabilities, Hays will attempt to reasonably accommodate those individuals unless doing so would create an undue hardship on the company. Any qualified applicant or consultant with a disability who requires an accommodation in order to perform the essential functions of the job should call or text ************. Drug testing may be required; please contact a recruiter for more information.

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

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

The Client Relationship Manager supports the Director, Client Relationship across their book of business (BOB) in fund management, with direct client and vendor liaison as required by the Director, Client Relationship. The Client Relationship Manager works alongside the Director, Client Relationship to learn the role, with a gradual increase in responsibility as appropriate. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by /Role." Key Duties and Responsibilities Monitors government filings and current government regulations that may affect the operations of the Company or the client. Facilitates client meetings, including minute-taking and recording key actions from board meetings. Manages contracts and documentation including client financial statements, Summary Plan Descriptions, benefit communications, and other documents at the direction of client and fund counsel. Collation of monthly financial reports from the Finance Team and appropriate due diligence of outputs. Supports the Director, Client Relationship in managing all aspects of the client relationship and account-related activities with assigned client(s). Understands and remains current on account strategy and specific needs of the assigned client(s), and is responsible for maintaining the compliance calendar for each assigned client. Conducts board meeting pre-alignment including collation of Administrative Reports for board meetings. Provides account management support by conducting research needed for issue resolution. Acts as the secondary liaison between the Boards of Trustees, and Professionals of the Benefit Funds with Zenith Operations Staff. Supports the Director, Client Relationship in the facilitation of participant engagement, for example, via external retirement seminars. Supports the Director, Client Relationship in all aspects of the vendor relationship, including analysis and reporting for vendors and third parties. Maintains communications and effective working relationships. Prepares and edits correspondence, presentations, and reports, including complex Excel files, meeting notes, and other documents for internal use or distribution to clients or vendors. Responds to requests from clients, government agencies, unions, participants, attorneys, consultants, and auditors; acts as liaison between internal departments and clients. Coordinates invoices and expense reports with the accounting department for clients or vendors and ensures timely processing. Performs other duties as assigned. Minimum Qualifications Education Associate's degree in a business-related field. Skills Excellent verbal and written communication skills, including interpersonal and presentation skills. Ability to communicate effectively with all levels of an organization. Highly developed sense of professionalism, maturity, integrity, and commitment to customer satisfaction. Exceptional team player with the confidence and integrity to earn the confidence of the client(s) and the internal team quickly. High motivation, ability and willingness to learn. Ability to exercise independent judgment, manage multiple priorities, and consistently deliver high-caliber results. Strong decision-making and organizational skills with the ability to optimize the use of all available resources and deliver on multiple priorities. Proficient PC skills including Microsoft Word, Excel and Outlook skills. PowerPoint experience preferred. Other Ability and willingness to travel as necessary. Preferred Qualifications Bachelor's of Business Administration degree. Experience working in client relationship management. Professional experience working with Taft-Hartley clients and plan professionals. Experience working in a healthcare environment or third-party administrator. Working knowledge of Customer Relationship Management software or systems such as Salesforce or Smartsheet. Knowledge of third-party administrator operations and Taft Hartley organizations. *Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee of this job. Duties, responsibilities and activities may change at any time with or without notice. Working Conditions/Physical Effort Prolonged periods of sitting at a desk and working on a computer. Regular travel throughout multiple states. May be required to work remotely. Must be able to lift up to 15 pounds at times. Disability Accommodation Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law, it is the policy of Zenith American Solutions to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please contact the Recruiting Department at ******************************, and we would be happy to assist you. Zenith American Solutions Real People. Real Solutions. National Reach. Local Expertise. We are currently looking for a dedicated, energetic employee with the necessary skills, initiative, and personality, along with the desire to get the most out of their working life, to help us be our best every day. Zenith American Solutions is the largest independent Third Party Administrator in the United States and currently operates over 44 offices nationwide. The original entity of Zenith American has been in business since 1944. Our company was formed as the result of a merger between Zenith Administrators and American Benefit Plan Administrators in 2011. By combining resources, best practices and scale, the new organization is even stronger and better than before. We believe the best way to realize our better systems for better service philosophy is to hire the best employees. We're always looking for talented individuals who share our dedication to high-quality work, exceptional service and mutual respect. If you're interested in working in an environment where people - employees and clients - really matter, consider bringing your talents to Zenith American! We realize the importance a comprehensive benefits program to our employees and their families. As part of our total compensation package, we offer an array of benefits including health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), great opportunities for growth, and much, much more!

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

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: The Client Relationship Leader will drive growth with large national retail brokerage partners. This role serves as a strategic interface between CRC and major retail firms, translating retail broker behavior, priorities, and decision-making into clear, executable growth strategies for CRC. This role will help shape how CRC partners with retail brokers to drive profitable growth. KEY RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Retail Partner Strategy & Growth Planning Develop detailed growth plans for assigned retail partners Translate retail broker operating models into actionable CRC strategies Identify priority segments, coverage lines, and execution opportunities Continuously refine plans based on market feedback and results Relationship & Stakeholder Leadership Serve as a senior, credible interface with retail broker leadership Build trust-based relationships focused on long-term partnership, not transactional placement Cross-Functional Execution Coordinate across CRC producers, placement teams, operations, and leadership Drive execution without direct authority, aligning diverse stakeholders around shared goals Ensure follow-through against agreed strategies and timelines Market & Competitive Insight Bring current, first-hand insight from carrier distribution or competitor environments Track competitor positioning and retail broker behavior in target segments Provide feedback to leadership on where CRC should invest or adjust approach Executive Communication Present clear execution plans and progress updates to CRC leadership Confidently articulate strategy, risks, and outcomes with executive presence EDUCATION AND EXPERIENCE The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 8-10+ years of experience in roles at both carriers and retail brokerage firms is required. CERTIFICATIONS, LICENSES, REGISTRATIONS n/a FUNCTIONAL SKILLS Required Significant experience working with large national retail brokers Strong background in carrier distribution, broker engagement, or strategic accounts Proven ability to build and execute structured growth plans Highly self-directed, organized, and proactive Preferred Current or recent role at a carrier or specialty distributor Experience focused on the specific broker segments CRC is targeting Prior exposure to wholesale brokerage or specialty markets The annual base salary for this position is $137,000.00 - $157,000.00. General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan. CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Company:Marsh McLennan AgencyDescription: Agency Midwest Marsh McLennan Agency's Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently recognized as a top workplace, attracting and retaining its insurance talent by rewarding expertise and investing in career development. Colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment. A day in the life. As our personal lines Account Manager on the private client team, your role is to work with the team to create and manage personalized service plans, build strong relationships, and find new client opportunities. You'll work with high-net-worth clients handling client communications, review coverage options, and ensure everything runs smoothly. You will also coordinate with internal teams to ensure client needs are met efficiently. Our future colleague. We'd love to meet you if your professional track record includes these skills: 3+ years personal lines private client Account Manager experience within an insurance brokerage, or comparable experience Collaborates with Producers, Account Executives, and internal teams to develop and manage personalized service plans, building strong client relationships through proactive communication. Proactively manage a designated book of high-net-worth personal lines clients with an emphasis on retention, relationship management, and coverage accuracy. Complete up to 4 off site renewal visits per month and participate in timely renewal discussions to maintain a 95% retention rate through proactive client engagement Collaborate cross-functionally with producers, risk advisors, and service teams to achieve departmental goals and deliver exceptional client experience. Work with the service team to manage new business and renewal processes, preparing submission packages, engaging with underwriters, and negotiating coverage and premiums on behalf of clients. Identify exposures, assess current and future risks, and design comprehensive insurance programs with premier carriers such as Chubb, PURE, Cincinnati, AIG Private Client, and Berkley One. Upon hire, Producers License for Fire/Casualty or Life/Health, as appropriate These additional qualifications are a plus, but not required to apply: BS/BA in Business, Insurance or related field CPCU, ARM, CEBS or other professional designation related to discipline Experience working with agency management systems, EPIC agency system experience preferred Proficient skill level in Microsoft Office Suite We know there are excellent candidates who might not check all these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. A Great Place to Work. A Great Place to Perk. Recognized for workplace culture by the likes of Fortune Magazine, The Chicago Tribune and more, our colleagues enjoy an environment that fosters creativity as well as individual and organizational growth. A small sampling of the benefits our colleagues enjoy include: Medical, dental, vision, 401K benefits and more The flexibility to work at home or an office, based on your discretion and schedule Start with 20 days of paid time off A paid day off to volunteer and company-organized volunteer events Up to $1,000 per year in matching charitable donations Up to $750 per year in wellness rewards All the nitro cold brew coffee and sparkling water you can drink A company-wide mentality that you can never appreciate your co-workers too much Who You Are is Who We Are MMA Midwest has created an award-winning culture largely due to meeting our colleagues where they are, celebrating their differences and building an inclusive environment. We challenge ourselves to create a workplace where our colleagues feel not only welcomed, but feel they belong; where we not only embrace diverse perspectives and opinions but seek them out; and where we ask not how a colleague fits our culture, but what they add to it. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. To learn more about a career at MMA, check us out online: *************************** or flip through our recruiting brochure: ********************** Follow us on social media to meet our colleagues and see what makes us tick: ******************************************** *********************************** ***************************** ****************************************************** #MMAMW #LI-Hybrid The applicable base salary range for this role is $53,400 to $99,400.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

The Client Relationship Manager has full command of their aligned market, serving as a direct resource for Key Business Partner Account Management Teams. Responsibilities include but are not limited to: providing a highly personalized client and broker experience dedicated to educating contacts and brokers on coverage and the tools and resources that are available to them, assisting with all day to day requests and service escalations, claim and benefit inquiries, billing and invoice questions, payment verification, generating reports, general guidance with compliance related matters, collaboration with internal departments, group set-up support and ancillary services implementation. The position is responsible for the overall client satisfaction of their assigned account. ESSENTIAL FUNCTIONS Serves as primary point of contact between the Key Business Partner Account Management, Sales, Agents/Brokers, Employer Groups and various Allied departments to provide oversight of plan administration. Represents Allied at business functions to promote positive image of the company Maintains and has ownership of a block of key accounts Monitors overall customer experience of individual book of business including call metrics, claim account metrics and performance guarantees to improve client and customer satisfaction. Strong understanding of New Business and Reissue submission paperwork received from BPO Clients to ensure plan details are communicated correctly to the BPO Core Group and for Customer Service Questions. Cultivates strong, productive, and influential relationships with Key Business Partners, driving retention and new business growth. Support facilitation of the renewal of existing cases by management of overall service and maintaining service level expectations. Client facing providing support during onboarding process and is capable of independently resolving issues while improving the overall client experience Fosters a sense of urgency and commitment to achieve goals resulting in the ability to influence the organization to meet and exceed customer expectations Executes effective resolutions for escalated client issues including root cause analysis to mitigate future concerns Executes effective resolutions for routine problems (i.e., billing, employer and member concerns, etc.) by working with the appropriate departments and the client to ensure resolution. Partners with Senior staff to proactively address critical issues. Troubleshoot, identify, and improve internal processes with various Allied departments. Collaborates with the Allied Compliance team to stay up to date on all compliance and regulation topics. Provide communication to clients regarding ACA compliance Provide Administrative Procedures and website training Produce and analyze Ad Hoc reporting when requested Demonstrates Excellent interpersonal communication skills, both written and verbal, with the ability to tailor messages to the appropriate audience Demonstrates strength and understanding of all workflows and business processes to execute the overall service strategy for BPO Clients. Other duties as assigned. EDUCATION Bachelor's degree or equivalent work experience required. Producer's license preferred. EXPERIENCE AND SKILLS 3-5 years Group Health Insurance/Benefits experience required, preferably in an Account Management or client facing role Excellent verbal and written communication skills. Excellent sales and customer service skills. Proficient with Microsoft Office Suite or related software. Ability to prioritize tasks and to delegate them when appropriate. Ability to function well in a high-paced and at times stressful environment. Strong sense of urgency Excellent time management skills with a proven ability to meet deadlines. Strong analytical and problem-solving skills. Self-starter with ability to be proactive and take independent action. Strong critical thinking skills. Team player and good listener. POSITION COMPETENCIES Job Knowledge Time Management Accountability Communication Initiative Customer Focus PHYSICAL DEMANDS This is an office environment requiring extended sitting and computer work WORK ENVIRONMENT Remote Here at Allied, we believe that great talent can thrive from anywhere. Our remote friendly culture offers flexibility and the comfort of working from home, while also ensuring you are set up for success. To support a smooth and efficient remote work experience, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 100Mbps download/25Mbps upload. Reliable internet service is essential for staying connected and productive. The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. Compensation is not limited to base salary. Allied values our Total Rewards, and offers a competitive Benefit Package including, but not limited to, Medical, Dental, Vision, Life & Disability Insurance, Generous Paid Time Off, Tuition Reimbursement, EAP, and a Technology Stipend. Allied reserves the right to amend, change, alter, and revise, pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to the position you understand that the specific pay range is contingent upon meeting the qualification and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role. Protect Yourself from Hiring Scams Important Notice About Our Hiring Process To keep your experience safe and transparent, please note: All interviews are conducted via video. No job offer will ever be made without a video interview with Human Resources and/or the Hiring Manager. If someone contacts you claiming to represent us and offers a position without a video interview, it is not legitimate. We never ask for payment or personal financial information during the hiring process. For your security, please verify all job opportunities through our official careers page: Current Career Opportunities at Allied Benefit Systems Your security matters to us-thank you for helping us maintain a fair and trustworthy process!

What if the enterprise had complete control over the browser? What would it mean for security, for productivity, for work itself? Introducing Island, the Enterprise Browser - the ideal enterprise workplace, where work flows freely while remaining fundamentally secure. With the core needs of the enterprise naturally embedded in the browser itself, Island gives organizations complete control, visibility, and governance over the last mile, while delivering the same smooth Chromium-based browser experience users expect. Led by experienced leaders in enterprise security and browser technology and backed by leading venture funds - Insight Partners, Sequoia Capital, Cyberstarts, and Stripes Capital - Island is redefining the future of work for some of the largest, most respected enterprises in the world. At Island, we're not just solving technical problems - we're helping customers fully realize the power of our browser. That's where you come in. We're looking for a passionate, detail-oriented, and relationship-driven Technical Account Manager (TAM) to be a key strategic partner for our customers. This role is all about building trusted relationships, delivering expert guidance, and ensuring our customers are getting maximum value from Island. If you thrive at the intersection of technology and people - and love translating complex features into real-world value - we want to talk to you. What You'll Be Doing * Be the Trusted Advisor - You'll serve as the technical point of contact for a portfolio of Island customers, guiding them through every stage of their journey - from onboarding to operational maturity. * Support & Troubleshooting - Proactively manage and assist with support cases, feature requests, and escalations. You'll open, monitor, and drive resolution, keeping customers in the loop every step of the way. * Enablement & Training -Train customer teams on how to deploy, manage, and operationalize Island using best practices that ensure long-term success. * Configuration & Optimization - Help customers get the most out of Island by tailoring configuration guidance to their unique environment, aligned with security, performance, and usability goals. * Feature & Release Guidance - Keep your customers informed of upcoming releases and new capabilities - and show them exactly how new features can benefit their teams. * Collaborate Across Teams - Partner with Product, Engineering, Support, and Customer Success to deliver a unified customer experience and provide feedback that influences the roadmap. What We're Looking For * 5+ years in a technical account management, solutions engineering, or post-sales technical role in software or cybersecurity. * Strong technical foundation and experience supporting enterprise IT products, ideally SaaS or security platforms. * Experience handling customer escalations, support tickets, and technical project management. * Excellent communication skills - able to clearly articulate complex ideas to technical and non-technical audiences. * Comfortable with tools like Salesforce, Jira, Confluence, and remote collaboration platforms. * Bachelor's degree in a technical discipline or equivalent experience preferred. Equal Opportunity Employer Statement: Island is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status. Requirements

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE'RE LOOKING FOR The Account Manager, National Accounts, serves as a resource to Relation's largest, most complex clients by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans. A GLIMPSE INTO YOUR DAY Serves as the main point of contact for the clients, addressing inquiries, providing guidance on appropriate coverage changes and contractual requirements, and educating clients on policy exclusions and exposures Partners in the strategic development of insurance plans tailored to client needs. Strategically manages the remarketing of renewals to ensure high account retention rates. Oversees the preparation of client proposals, including submissions, loss evaluations, and risk analyses, ensuring timely and accurate quotations and policies. Communicates various billing and invoicing options. Prepares comprehensive summaries of insurance and schedules, accurately producing binders, certificates, policies, endorsements, and other related documents to support client needs. Conducts thorough policy reviews during renewals and audits, verifying accuracy and ensuring necessary corrections are executed. Proactively communicates significant audit discrepancies to clients and determines further action. Reviews cancellation requests, determining reasons and attempting to retain client accounts while maintaining the company's financial integrity. Stays informed about industry developments, new products, legislation, coverage options, and technological advancements to continuously enhance knowledge, performance, and client services. Recommends process improvements as needed. Quickly identifies and resolves complex client service issues. Performs other projects, duties, and tasks, as assigned. WHAT SUCCESS LOOKS LIKE IN THIS ROLE High School Diploma or equivalent. Four-year degree preferred. A Property and Casualty License from state of domicile is required and must be maintained. Preference given to individuals who have advanced insurance designations (e.g. AINS, CIC, CPCU, ARM). Minimum of 5 years account management experience in the insurance industry with a focus on complex commercial lines of coverage is required. Strong analytical and mathematical skills. Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions. In-depth understanding of advanced commercial lines of coverage with the ability to advise clients concerning their complex insurance needs. Excellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others. Proficient skills in Microsoft Office (primarily Excel and Word). Must be computer literate with the ability to learn new software applications. Intermediate to advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures. Ability to travel up to 10% of the time as needed. Must have a valid driver's license, the ability to travel to client sites and a reliable source of transportation. WHY CHOOSE RELATION? Competitive pay. A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. Career advancement and development opportunities. . Note: The above is not all encompassing of the full position description. Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. . $85,000.00 - $100,000.00

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

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 *********************************************************

**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 ******************************************************** .

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

Job Family Account / Relationship Management About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Responsible for relationship management of assigned clients to ensure client satisfaction, retention and profitability of retirement 401(k) plans. May also be responsible for Defined Benefit, Distribution Compensation and Total Retirement Outsourcing. Job Description Responsibilities Manage an assigned book of business, providing strategic and tactical planning through proactive meetings and touch points with advisors and clients, including annual review plans. Cross sell additional products and services to deepen client relationships and improve profitability using a consultative approach. Serve as the escalation point for service related issues. Identify root causes and design strategies to resolve; manage resources through to resolution. Consult with clients and brokers on qualified plan design issues. Interpret and explain plan provisions to accomplish client goals. Analyze and interpret discrimination testing rules and results; consult on solutions to failed testing. Consult with client and advisor on plan enhancements and upgrades, including conversion of older investment contracts to newer products. Keep clients and advisors apprised of product and service enhancements, including changes in investment options and new Transamerica products. Train clients on company processes, procedures and resources, to include systems/technology used by participants and plan sponsors. Consult with clients on participant communication strategies and options. Schedule workshops and facilitate fulfillment of enrollment materials. Provide reporting on the success of strategies and programs. Consult with clients on plan termination issues; submit plan termination requests for processing. Stay abreast of corporate actions, such as company mergers/acquisitions to proactively consult with clients and advisors. Ensure a balance is kept between competing interests of clients and providers. Manage special projects as assigned. Qualifications Bachelor's degree in a business related field or equivalent education/experience. Seven years of retirement industry or similar experience. FINRA Series 6 and 63, or obtain within six months. Thorough understanding of ERISA and retirement industry trends. Advanced knowledge of retirement programs and subject matter expertise in plan management, including technical, compliance, administration, investment, and participant solutions. Excellent communication, presentation and relationship-building skills. Decision-making and problem-solving skills. Research skills and attention to detail. Proficiency using MS Office tools. Preferred Qualifications Advanced skills in MS Word, Excel and PowerPoint. Working Conditions Remote (Field/Travel) Environment Frequent Travel 25 to 50% Compensation The salary for this position generally ranges between $91,000 - $125,000 annually/per hour. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion. Disclaimer: Beware of fake job offers! We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note: We will never request personal information such as ID or payment for equipment upfront. Official offers are sent via DocuSign following a verbal offer-not through text or email. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023

As an Enterprise Account Executive at AgentSync, you will play a critical role in driving growth through new logo acquisition across some of the largest Insurance Carriers, Agencies, and MGAs in the United States. You will be responsible for researching, creating, and pursuing new business opportunities, while also driving expansion revenue within a small book of existing Enterprise accounts. Enterprise Account Executives are responsible for leading a cross functional team selling motion to ensure a world class customer experience as we help them understand and realize the value of the AgentSync offerings. Sales Mission Statement: AgentSync Sales is committed to delivering value based outcomes and customer love, leaving a legacy of excellence and impact. We hold ourselves to the highest standards of accountability and curiosity while embracing team selling and a spirit of continuous learning. We celebrate our victories and find opportunities for growth in our challenges. Together, we will unite our strengths to crush our goals, catapult our careers and find joy in the journey! What you'll do: Exceed annual and quarterly sales targets (Ramped quota in first fiscal year) Own and manage the full sales cycle (e.g. opportunity creation, qualification, discovery, product demonstration, pricing and proposals, negotiation, closed won/lost, etc.) and sales outcomes within AgentSync's culture and values - most especially, Customer Love Generate pipeline at high velocity in net new insurance carrier, agency, and MGA accounts. Collaborate closely and effectively with customers via a consultative, solution selling, and leveraging our customer engagement process to drive continuity across every phase of the sales cycle Receive weekly coaching and feedback from your manager, which you will then implement into your sales processes. Manage sales cycles using the MEDDIC sales framework Intimately understand our customers' goals, current business processes and solutions, pain and gain points, budgets, and business outcomes they're trying to solve for with AgentSync Communicate clearly and accurately with internal teams re: your new sales pipeline generation, current sales pipeline/funnel updates, accurate forecasting, new prospective customer requirements, and closed-loop product feature feedback, etc Work cross-functionally with technical and implementation teams to deliver comprehensive professional services, leading to exceptional customer outcomes. Create and iterate on foundational best practice process, tools, measurement, and the critical foundations of a world-class Sales function Your experience: 5+ Years B2B Enterprise SaaS experience in Senior Account Executive/Sales roles 1+ years in insurance, financial services, compliance, legal, government, consulting etc. (legacy industries) Demonstrated top performer with a track record of meeting and exceeding annual ARR quotas of $1M + with average deal sizes of $250K+ Experience with C Level Sales and relationship management. Excellent data-driven, process-driven, methodical, and consultative sales process and mechanics Strong pipeline generation, management, and forecasting skills Natural problem-solver: comfortable with complexity and ambiguity; able to both delve into the details and operational tactics, and engage meaningfully on the big picture and overall strategy Proactive and passionate: independently solving conceptual problems, and delivering results in challenging situations High-energy, team-first attitude: motivated to work collaboratively in a fast-paced, ever-changing environment to help our growing business Don't meet every single requirement? At AgentSync we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles. About us: AgentSync is a powerful, easy-to-use Compliance as a Service solution, directly integrating regulatory database sources of truth (i.e. NIPR, FINRA) with core business systems (i.e. Salesforce) so we can automate the critical business processes associated with these compliance requirements. We're a new-school solution tackling an age-old, ubiquitous problem with smart technology and automation in a market full of inefficient, high-cost solution options - spreadsheets, manual processes, legacy software, more headcount, outsourcing, etc. This is a hybrid position and is open to candidates living within 25 miles of our office in RiNo. Candidates for this role will work on our hybrid schedule Tu, Wed., Th. in office, and M, F work from home. Total Compensation The following represents AgentSync's reasonable estimate of the range of possible compensation for this role. 💰 OTE $270K-$290K ($135K-$145K base salary) ⚖️ Equity in the form of stock options Health Benefits 🏥 Medical - Cigna plans with 100% employer paid premiums on 2 plan options 🦷 Dental - 100% paid premium plan for you and your dependants 👁️ Vision - 100% paid premium plan for you and your dependants 📔 Employee Assistance Plan Financial Benefits 🏦 401(k) retirement savings plan 🤒 HSA employer contributions Other Benefits 🌴 Flexible PTO 📆 12 paid holidays per year 🍼 12 weeks parental leave w/generous return to work stipend Candidates: AgentSync Recruiting & Talent teams will only communicate with you ******************* email addresses. When you receive communication from AgentSync, check the email address domain to ensure you're connected with our team (and not a scammer!). We are not able to consider candidates who require a work visa now or in the future.