Build and maintain strong relationships with Independent Marketing Organization (IMO) partners to drive annuity sales growth.
Serve as a trusted advisor and external representative, conducting client meetings and presentations.
Manage territory priorities, analyze market trends, and collaborate with internal teams to achieve sales objectives.
The company specializes in retirement and insurance solutions, focusing on building strategic partnerships within the annuity market. The culture emphasizes collaboration, autonomy, and professional growth, with a supportive team environment.
Manage and grow relationships with national and super-regional brokerages, agency groups, and distribution partners.
Develop and execute account strategies to increase production and strengthen long-term partnerships.
Negotiate partnership agreements and provide market insights to internal teams.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. They use technology to ensure applications are reviewed fairly and efficiently.
Manage an assigned book of business, ensuring account retention and supporting new business through policy management, renewals, and customer service.
Direct daily activities of the account management team, handling complex issues and maintaining technical competence.
Monitor accounts receivable, maintain agency systems, and communicate transparently with the team to ensure timely service and compliance.
Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States, providing property and casualty, employee benefits, and personal lines insurance solutions. With over 1,300 associates in more than 60 offices across the US and UK, IOA fosters a respectful culture, work-life balance, and community service commitment.
Serve as primary point of contact for clients within the assigned region, developing and maintaining long-lasting relationships.
Achieve and exceed sales and revenue targets, while identifying opportunities for upselling and cross-selling.
Conduct regular account reviews and use data-driven analysis to identify trends and growth opportunities.
First Connect Insurance Services is a digital platform providing independent insurance agents access to top US carriers. The company has thousands of active agents and plans to accelerate growth.
Partner with National Sales Managers to build profitable relationships with distributors and agents through training, field development, and sales support.
Create and deliver compelling sales presentations showcasing Foresters Financial life and annuity products and competitive advantages.
Manage outbound sales calls, call campaigns, and report progress on sales support activities to managers.
Foresters Financial is an international financial services provider that offers life insurance, savings, retirement, and investment solutions to help families achieve long-term financial health. With over 150 years of history, the company is committed to Inclusion, Diversity and Equity as a core strategic objective.
Deliver a world-class customer experience to clients and annuitants, ensuring efficient and accurate transition onboarding.
Support Transition team by participating in meetings, developing communication, and ensuring accurate data across departments.
Collaborate with clients and internal partners to obtain annuitant data, perform validation testing, and resolve installation issues.
Banner Life Insurance Company is a leader in Pension Risk Transfer (PRT), securing the retirement of over 200,000 annuitants annually. With over $14 billion in total PRT premium as of 2025, the company fosters a culture of heart, ambition, and innovation, offering career development and comprehensive benefits.
Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts across P&C or Life & Health lines.
Develop and implement comprehensive account service strategies, overseeing renewals, negotiations, and claims advocacy.
Lead internal servicing teams, mentor junior staff, and stay updated on insurance trends and market conditions.
Trucordia is an insurance brokerage that delivers exceptional experiences and opportunities for employees, clients, and stakeholders. With over 5,000 team members across 200 U.S. offices, it ranks among the fastest-growing companies and celebrates both individual and collective achievements.
Work cross-functionally with a dedicated Account Management team to ensure end-to-end client ownership and accountability.
Use data to develop strategic account plans, conduct monthly claims reviews, and present quarterly progress reports.
Present strategic renewal proposals, negotiate rates, and ensure smooth transitions from sales to implementation.
Gravie creates health benefits that actually benefit small and midsize businesses and their employees. The company is well-capitalized with a non-hierarchical, high-performance culture focused on consumer-centric solutions.
Support complex large accounts by partnering with account executives on strategy, reporting, and renewal preparation.
Own a book of business independently, serving as the primary contact for smaller large-group clients.
Execute core benefits analyst responsibilities including financial analysis, carrier marketing, and vendor coordination.
Nava fuses deep benefits expertise with cutting-edge technology to deliver a modern, transparent, and affordable healthcare experience. Founded by seasoned entrepreneurs and backed by leading investors, Nava is one of the fastest-growing benefits brokerages in the country.
Manage all renewal activities from start to close, delivering complete and accurate renewal reviews.
Develop cooperative relationships with carriers and identify sales opportunities through account rounding and additional coverage.
Assume ownership of customer concerns and feedback, ensuring follow-through to completion.
EPIC Insurance Brokers & Consultants is a rapidly growing insurance brokerage firm providing risk management and employee benefits solutions. With over 4,000 employees nationwide, the company fosters a culture of ownership, trust, and growth, valuing collaboration and inclusivity.
Manage and grow customer relationships, serving as the primary point of contact and advocate between customers and internal teams.
Conduct regular business reviews to align customer strategic objectives with Insurity's products and services.
Monitor customer satisfaction and usage patterns to proactively address churn risk and identify upsell opportunities.
Insurity empowers insurance organizations with configurable, cloud-native insurance software. As the largest cloud-based provider for the P&C market, they are trusted by top carriers and brokers, with an award-winning onboarding and a culture fostering innovation and teamwork.
Deliver growth within existing accounts and cultivate customer relationships at all levels.
Lead commercial negotiations and manage quote and change order pricing cross-functionally.
Manage contract negotiations and ensure compliance with KPIs and legal teams.
Anord Mardix is a global leader in critical power solutions, supporting industries from financial institutions to data centers. With approximately 150,000 team members across 30 countries, they foster a culture of curiosity, empowerment, and career growth.
Act as primary liaison for existing groups, ensuring satisfaction and retention through proactive relationship management.
Attend client meetings across Texas, providing education and enrollment support.
Lead renewal discussions, negotiate terms and pricing to drive retention.
Sidecar Health is redefining health insurance to make excellent healthcare affordable and accessible. They are a mission-driven company with a team of passionate individuals from tech, policy, and healthcare backgrounds.
Hunt for new opportunities and manage Tier 2/3 customers to drive growth and close orders.
Prospect new business, service existing accounts, and build customized quotes.
Collaborate with the sales team and other departments to deliver exceptional customer experiences.
Distributor Wire & Cable is a distributor of wire and cable products. The company emphasizes teamwork, customer service, and growth, though specific employee count is not provided.
Schedule, confirm, and manage appointments for benefit counselors, coordinating daily schedules to maximize efficiency and accommodate client needs.
Provide outstanding customer service by assisting clients with scheduling questions and general benefit enrollment information, maintaining accurate records.
Support the benefit team with administrative tasks including data entry, report preparation, and rescheduling appointments as needed.
Hilb Group is a Top 25 middle-market independent insurance broker offering expertise in property & casualty, employee benefits, HR consulting, and retirement services nationwide. The firm provides the resources of a big broker with the personal service of a small agency, driven by values of trust, passion, integrity, and growth.
Manage a portfolio of public-sector customer accounts, driving adoption and measurable outcomes.
Serve as the primary point of contact and trusted advisor to customer stakeholders.
Lead business reviews focused on engagement, ROI, and long-term value.
Virta Health is on a mission to reverse metabolic disease in one billion people. They have raised over $350 million from top-tier investors and partner with large health plans, employers, and government organizations.
Build and develop relationships with key wholesale firms, driving sales performance and commercial negotiations.
Manage a portfolio of advisory and discretionary firms, creating joint business plans and influencing regional sales teams.
Maintain expertise in L&G's investment products, represent the company at industry events, and ensure compliance with TCF principles.
Legal & General is a leading UK financial services group and major global investor, providing retirement and protection solutions and asset management. We are one of the world's largest asset managers with a welcoming, inclusive culture and opportunities to collaborate with diverse people.
Develop a strategic territory plan and build relationships with current and potential producers to drive profitable business in Nebraska, Iowa, and Minnesota.
Meet or exceed sales goals by conducting agency visits, attending trade shows, and serving as a trusted advisor for assigned agent accounts.
Stay current on crop insurance products and industry trends to ensure compliance and provide effective training and support to agents.
ProAg, a member of the Tokio Marine HCC group of companies, is a financially strong insurer with an AM Best rating of A++ that provides crop insurance to American farmers and ranchers. With 100 years of service and the backing of a leading specialty insurance group, they offer a welcoming culture focused on growth and employee well-being.
Develop account strategies and build strong customer relationships to drive measurable results in an assigned multi-family territory.
Meet or exceed monthly, quarterly, and annual sales goals while managing a pipeline of new and existing business.
Partner with internal teams and use a consultative sales approach to deliver consistent customer experiences and overcome growth barriers.
Quadient supports businesses of all sizes in digital transformation and growth by providing reliable, secure, and sustainable automation processes. The company is diverse and team-oriented, fostering connections that inspire innovation and career development.
Build and grow relationships with independent life insurance agents and financial advisors through consultative, platform-driven sales and business development.
Identify and engage life insurance-friendly producers, partner on case design and strategy, and drive cases from concept to placement.
Operate with ownership and accountability in managing a structured pipeline, with majority of engagement conducted virtually and national coverage.
AmeriLife is a national leader in the development, marketing, and distribution of annuity, life, and health insurance solutions for retirement planning. With over 1,000 associates across the country, the company has served clients for over 50 years and partners with leading carriers to support financial-wellness goals.