Manage a book of business, increase account retention, and resolve complex customer service problems.
Actively seek to grow IOA business by identifying and acting on sales opportunities.
Serve as a resource to the account team and Producers.
Insurance Office of America (IOA) provides property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. IOA has more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom.
Manage enrollment processing, research, and resolve eligibility and enrollment issues.
Review plan documents and benefit attributes for accuracy and manage them within the internal system.
Process carrier and client contact changes with carriers and update all internal systems and client facing contact sheets.
Newfront is a modern insurance brokerage, transforming the industry with innovative technology and expertise. They are committed to fostering a diverse and inclusive workplace where employees can grow and contribute to the company's success.
Develops strategic marketing plans incorporating data analytics and digital marketing techniques.
Identifies new business opportunities in target markets, increasing market share and revenue.
Cultivates strong agency relationships by providing tailored insurance solutions.
Summit, headquartered in Lakeland, Florida, provides workers’ compensation programs and services to employers throughout the Southeast. Summit employs over 700 office and field associates and strives to provide constant growth and development for its employees.
Manage relationships for clients with varying levels of complexity and take ownership of resolving client issues.
Lead regular client meetings, maintain action logs, and manage project plans for moderate to complex projects.
Analyze client benefits strategy and suggest improvements, identifying opportunities for increased member participation.
HealthEquity's mission is to save and improve lives by empowering healthcare consumers. We are passionate about providing solutions that allow American families to connect health and wealth, and we value our employees.
Manage a portfolio of claim clients and enhance client relationships by resolving process issues.
Conduct annual reviews of administrators to ensure compliance with company requirements.
Prepare monthly reporting packages, including inventory reporting and referral analysis.
Crum & Forster’s Accident & Health division (A&H) offers specialty insurance and reinsurance products nationwide. They focus on product development and creative distribution methods, along with excellent client service and support.
Generate new leads and build a strong pipeline of potential clients through proactive prospecting, networking, and marketing efforts.
Establish and maintain long-term relationships with new and existing clients, acting as a trusted advisor for their commercial insurance needs.
Coordinate with Account managers to present comprehensive insurance proposals and quotations to potential clients, clearly explaining policy terms, conditions, and pricing.
Trucordia is built on wildly successful businesses to create the next great insurance brokerage. They offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and unrivaled opportunities for employees, clients and stakeholders. With more than 5,000 team members across 200 offices across the country, they have been ranked as one of the fastest-growing companies in the U.S. for three consecutive years.
Prepare new business quotes and requotes for personal and commercial lines across multiple insurance carriers.
Assist with policy endorsements, renewals, cancellations, and general servicing requests.
Maintain and update client records in CRM systems, ensuring data accuracy and completeness.
Savvital provides diversified services to small and medium-sized businesses in the international market. Our team of educated experts is motivated individuals excited to handle tasks that can bring capacity to your workday.
Manage a team of claims professionals including Claims Program Management, Training & Development, and Stop Loss/Travel operations.
Implement and manage a long-term strategy aligned with the division’s objectives.
Establish and monitor benchmarks and metrics for team performance.
Crum & Forster’s Accident & Health division (A&H) offers specialty insurance and reinsurance products nationwide. They focus on product development, creative distribution, and client service.
Assist clients and help them understand their commercial line service needs.
Perform diverse responsibilities to succeed in providing extraordinary customer service.
Maintain productive business relations with clients, producers, and underwriters.
Trucordia is creating the next great insurance brokerage. They offer an unrivaled combination of people, tools, and solutions, and deliver exceptional experiences. Ranked as one of the fastest-growing companies in the U.S., they have more than 5,000 team members across 200 offices.
Serve as the face of Renalogic to assigned clients, representing program operations, value and impact.
Manage the end-to-end client experience, ensuring a smooth implementation process.
Develop relationships with key client contacts and stakeholders, anticipating needs, risks and opportunities.
Renalogic helps clients manage the human and financial costs of chronic kidney disease. They value employees who are humble, hungry, and smart, with a sense of humor, and strive to build a company they are all proud of.
Independently manage a minimum of fifty accounts, anticipate client needs, and drive retention and identify opportunities for up-sell.
Build strong relationships with primary client contacts and ensure day-to-day needs are met.
Prepare and conduct regular plan reviews with clients and partner with producer to define agendas and coordinate required materials.
Newfront is a team of risk and reward advisors providing industry leading services and resources in insurance, risk management, employee benefits and retirement programs. The company embraces a flexible work environment and supports employees working remotely, hybrid, or in-office.
Serve as the senior leader and strategic business partner for some of Alma’s largest health plan partnerships.
Develop collaborative working relationships with external health plan executives to identify and capitalize on high-impact growth opportunities.
Spearhead the development and execution of strategic plans to exceed growth and retention targets for each health plan partnership.
Alma's mission is to simplify access to high-quality, affordable mental health care by making it easy for therapists to accept insurance. They operate in all 50 states, with over 20,000 therapists in their growing network and have raised $220.5M in funding.
Leading and coordinating resources for client-facing business reviews and internal account planning sessions.
Partner with Industry Executives to identify and drive adoption of new product opportunities.
Review usage gaps and expansion opportunities in support of customer retention and expansion initiatives.
TransUnion is a global information and insights company with over 12,000 associates operating in more than 30 countries. They strive to build an environment where their associates are in the driver’s seat of their professional development— while having access to help along the way.
Own a portfolio of consultant and employer accounts, serving as the primary strategic partner responsible for retention, satisfaction, and long term value creation.
Build and maintain trusted advisor relationships with consultants, agency service teams and senior level employer stakeholders.
Coordinate across territory partners such as sales, customer service, customer operations, finance, underwriting, and leadership to deliver a seamless, high-quality customer experience.
ParetoHealth helps small and medium-sized businesses fight the rising cost of employee health benefits by reducing risks in self-insurance and delivering significant savings. They are a united team transforming employee health benefits and measure success by the good that comes from affordable healthcare.
Build and manage strategic partnerships with insurance companies.
Support the Sales Team during deal cycles by joining key meetings.
Lead educational initiatives for brokers, underwriters, and policyholders.
Tenna offers a comprehensive platform where customers control their mixed assets anytime, anywhere. The Tenna Team is quality obsessed, gritty, continuous learners, and collaborative problem solvers.
Assist clients with their home and auto insurance needs, answering questions and providing documentation.
Proactively reach out to clients regarding their policies to ensure their needs are being met.
Communicate effectively via phone, email, and SMS with potential clients to build trust and deliver outstanding customer service.
YouSet is revolutionizing the insurance industry by combining technology, data, and human expertise. They’re on a mission to build the most user-friendly and highly rated insurance platform in Canada and have helped over 250,000 users shop for insurance.
Client Relationship Management: Build relationships across client organizations, serve as the primary point of contact and lead executive business reviews.
Customer Success & Feedback: Proactively monitor client health, resolve issues swiftly, and gather client insights to contribute to product improvement efforts.
Account Growth & Planning: Develop and execute strategic account plans, identifying and closing upsell and cross-sell opportunities.
Wheel is evolving the traditional care ecosystem by equipping innovative companies with a platform to deliver virtual care at scale. They offer strategies and technologies to foster consumer engagement, build brand loyalty, and maximize return on investment.
Coordinates cross-functional client teams to achieve client plans, revenue retention, satisfaction and growth.
Serves as the primary client contact and trusted advisor for operational representatives, identifying needs.
Manages client initiatives and projects, monitors program performance, and provides root cause analysis and recommendations.
Cotiviti provides payment accuracy and analytics-driven solutions, helping clients discover value from their healthcare data. They are committed to diversity and inclusion, offering employees a wide range of personal and family needs.
Define and execute the strategic vision, operating model, goals, and long-term roadmap for the Client Management organization.
Serve as executive sponsor and strategic leader for key client, broker, and consultant relationships.
Represent the voice of the client within executive leadership discussions and influence organizational priorities, service models, and business decisions.
AffirmedRx aims to improve healthcare outcomes by bringing clarity, integrity, and trust to pharmacy benefit management. They are committed to making pharmacy benefits easy to understand, straightforward to access, and always in the best interest of employers.
Lead the tactical execution of integrated and digital marketing plans while managing the agency/client relationship and developing strategic planning skills.
Oversee campaign and project development as the primary client contact, facilitating internal meetings and leading presentations to ensure successful initiative execution.
Manage project budgets, scope, and client proposals while proactively identifying new business opportunities and mentoring junior team members.
EVERSANA INTOUCH is a leading full-service global healthcare agency that serves the life sciences and pharmaceutical industries by providing creative, media, enterprise, and data analytics services. It fosters a collaborative and innovative culture focused on improving patient and physician connections, with a network of nine specialized affiliate companies under the EVERSANA umbrella.