Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts.
Develop and implement comprehensive account service strategies tailored to each client’s needs.
Manage client engagement, including renewals, negotiations, policy audits, and claims advocacy.
Trucordia is a new insurance brokerage built on wildly successful businesses. With over 5,000 team members across 200 offices across the country, they offer an unrivaled combination of people, tools and solutions in order to deliver exceptional experiences and opportunities for their employees, clients and stakeholders.
Foster and manage relationships with policyholders and producers.
Act as a liaison between internal departments and the customer to meet desired objectives.
Assess the client needs and maximize cross-selling opportunities for growth potential.
Pacific Life provides financial products and services to help individuals and businesses with their financial goals. They have been in business for over 150 years and are committed to building a better future for their employees, customers, and communities.
Building and maintaining strong, long-term relationships with key strategic partners.
Developing and executing strategic account plans to drive client growth.
Identifying new business opportunities within existing accounts.
SimplyInsured aims to eliminate fear in health insurance by making it more transparent and accessible to small business owners. They have over 20,000 customers and several major partnerships, and they value radical transparency, feedback, bias to action, growth, and an obligation to dissent.
Target and close high-value deals within our ICP (150+ target accounts with £250m+ revenue).
Educate C-level stakeholders in relevant industries (Insurance, telco, utilities, etc) on the critical value of account verification
Navigate long sales cycles, intricate technical requirements, and multi-layered contract negotiations.
SurePay is dedicated to safeguarding clients and their customers from payment fraud. As a European market leader, it was founded in 2016 and has a team of approximately 130 employees with over 30 nationalities with a flat, non-hierarchical structure.
Support the Director of Business Development in achieving revenue and growth targets.
Research new categories and own the pipeline for onboarding partners.
Serve as the primary point of contact for all post-sale client management.
Forbes Advisor aims to help readers turn aspirations into reality by providing trusted advice and guidance for informed decisions. They are an experienced team of industry experts in areas like content, SEO, finance, HR, and technology.
Grow and maintain diversified books of business while working with agents to assess risks.
Determine premiums, set conditions and negotiate in order to ensure profitability and meet business goals.
Ensure a profitable book of Property and Casualty insurance by writing new accounts and growing relationships.
Liberty Mutual is an insurance company. They offer competitive compensation and benefits and strive to create a workplace where everyone feels valued and supported.
Create and own the P&L for your territory, setting new business and renewal revenue and loss ratio targets.
Develop and execute territory-specific strategies and campaigns aligned with budget goals.
Onboard, train, coach, and mentor Risk Engineers to maximize individual and collective performance.
Counterpart is an insurtech platform reimagining management and professional liability for the modern workplace, offering Agentic Insurance™ to proactively manage risk. They are backed by A rated carriers and trusted by brokers nationwide, helping small businesses grow with confidence.
Act as primary point of contact for client questions and requests.
Lead conversations to identify and address gaps in coverage.
Present renewal strategies and develop marketing proposals.
Cottingham & Butler sells a promise to help clients through life’s toughest moments by hiring, training, and growing the best professionals in the industry. Their culture is guided by the theme of “better every day” constantly pushing themselves to be better than yesterday.
Own the entire post-sales experience including onboarding, implementation, renewals, up-sells, and strategic account management.
Act as a trusted advisor and advocate internally by working cross-functionally to deliver on customers' needs.
Build and maintain strong relationships with key stakeholders and influencers at our client.
Federato is on a mission to defend the right to efficient, equitable insurance for all by enabling insurers to provide affordable coverage to people and organizations facing issues like the climate crisis and cyber-attacks. They are well funded by those behind Salesforce, Veeva, Zoom, and Box, and their AI/ML-driven platform helps insurance companies optimize their portfolio of risks.
Develop and maintain a strong relationship with a key dedicated customer.
Act as a trusted advisor, providing strategic insights to help the customer achieve goals.
Collaborate with internal teams to ensure the successful delivery of customer objectives.
Reserv is an insurtech company creating AI and automation technology to bring efficiency and simplicity to claims. Founded by insurtech veterans and venture-backed by Bain Capital and Altai Ventures, they focus on automating manual tasks to tackle problems in claims.
Own the end-to-end strategy for insurance methodologies across lines.
Define excellence for our insurance assessment frameworks in terms of user value.
Shape the roadmap for proprietary insurance metrics and how they surface in rankings and data products.
Forbes Advisor aims to help readers turn their aspirations into reality by providing trusted advice and guidance for informed decision-making. They are an experienced team of industry experts with decades of experience across various departments and global coverage in consumer-related topics.
Build relationships with key decision makers and stakeholders.
Monitor all assigned accounts for utilization and quickly act at any sign of dissatisfaction.
Meet and exceed sales quota and other KPI’s as established by leadership.
AvaSure is revolutionizing healthcare with cutting-edge virtual care solutions that protect patients and empower clinical teams. They take pride in their collaborative culture where innovation thrives and every team member is valued.
Manage Group Life & Disability underwriting for National Accounts.
Oversee pre/post-sale underwriting, profit management, and renewals.
Build relationships with internal/external partners and meet service goals.
Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly and fairly. They identify top-fitting candidates and share the shortlist with the hiring company, with final decisions managed by the internal team.
Own the positioning and selling of benefits on the platform in the UK & Ireland.
Expertise in employee benefits in the UK, including pensions and health insurance.
Collect prospect feedback to inform product positioning and roadmap discussions.
Kota is the world's first fully integrated benefits platform, where insurance and retirement providers are powered and billed in one place. Kota was started in 2022 and has raised over €20m from Europe’s top technology investors.
Transform industry insights into impactful assets for the insurance sector.
Create and maintain sales-ready materials tailored to commercial buyers.
Develop problem statements and ROI angles for mid-market decision criteria.
They are a market-leading AI company shaping the future of financial services. They have a collaborative and inclusive work culture valuing diverse backgrounds and offer opportunities for professional growth and development.
You grasp concepts quickly and know how to make the complex easy to understand.
You excel at bringing the right people to the table, solving issues and identifying opportunities
You achieve results and identify new ways to grow our business and expand current partnerships
Experian is a global data and technology company, powering opportunities for people and businesses around the world. They operate across a range of markets, from financial services to healthcare, automotive, agrifinance, insurance, and many more industry segments and have a team of 23,300 people across 32 countries.
nPlan is a Series B startup backed by leading investors, including GV (formerly Google Ventures) and Chevron Technology Ventures. Their technology helps the world’s biggest construction projects make faster, more confident, data-driven decisions.
Managing affiliate programs in the Polish and CEE markets.
Recruiting new publishers and developing cooperation with current ones.
Analyzing activities and projects, while taking a proactive approach to customer service.
Awin is a dynamic and proactive company that values creativity and continuous evolution. They foster a social and inclusive culture, adapting to virtual environments and championing diversity and inclusion.
Processes applications, policies, endorsements, and other items related to client servicing.
Assists clients with policy coverage, exclusions, and related questions.
Conducts the renewal process, including exposure analysis and market comparisons.
EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry. Founded in 2007 and headquartered in San Francisco, our company has over 3,000 employees nationwide, supporting clients' regional and global needs.
Processes applications, policies, endorsements, binders, certificates, audit requests, agency billing, and other items to service clients.
Assists clients with policy coverages, reviews for gaps, and provides additional coverage options.
Maintains client files, carrier relationships, negotiates premiums, and follows industry trends.
EPIC Insurance Brokers & Consultants is a fast-growing firm in the insurance industry driven by capable, committed people who share common beliefs and values. Headquartered in San Francisco and founded in 2007, EPIC has over 3,000 employees nationwide with locations spread out across the US.