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.
Manage client relationships and develop team service strategy to meet client needs, acting as the primary point of contact.
Prepare for, plan, and conduct client meetings independently, focusing on strategic risk identification and program design.
Perform contract reviews, manage new business RFPs, and participate in prospecting activities to identify and close new business.
Newfront is a modern insurance brokerage transforming the industry with technology and expertise. They are committed to hiring diverse talent and supporting an inclusive workplace environment.
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 first point of contact for prospective customers via the phone.
Demystify the industry jargon and make life insurance easy to understand.
Use a consultative sales approach to guide customers through the application process.
Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. They have over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.
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.
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.
Serve as the primary point of contact for assigned client accounts, building strong relationships.
Support account growth by identifying opportunities to introduce new solutions.
Partner with internal teams to support the development and execution of client KPIs.
Heartbeat Health is a virtual-first cardiovascular care company, providing patients with convenient, high-quality heart care. They leverage real-time data and AI to empower providers and patients with personalized treatment plans, reducing hospitalizations and improving long-term heart health outcomes.
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.
Serve as the primary day-to-day contact for assigned institutional accounts.
Manage onboarding and deployment of new users, ensuring a smooth rollout and adoption across client teams.
Coordinate with Product, Engineering, Support, and Compliance teams to resolve client issues and implement workflow improvements.
Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. Our team is fundamental to our standing, cultivating a collaborative and supportive environment.
Handle a dedicated book of business with transportation customers, including information gathering, applications, quoting, renewal marketing, and accurate file documentation.
Interact and create relationships with producers and carriers while maintaining knowledge of all company systems and offerings.
Thrive in a fast-paced environment by being an independent, self-motivated thinker with strong attention to detail and prioritization skills.
Hilb Group is a Top 25 middle-market independent insurance broker offering expertise in property & casualty, employee benefits, human resources consulting, and retirement services to businesses and individuals. Founded in 2009, it provides the resources of a big broker with the personal service of a small agency, driven by values of trust, passion, integrity, and growth.
Responsible for performance, development, and coaching of staff.
Work with claims team and external attorneys to review coverages and resolve claims.
Partner with underwriting managers to provide excellent customer service.
Liberty Mutual is committed to delivering exceptional service and making a meaningful difference for customers. They strive to be the most trusted global brand and the best place to work, focusing on profitability and scale.
Develop and manage marketing strategies aligned to client business objectives.
Serve as the primary day-to-day marketing partner for assigned accounts.
Oversee the execution of marketing programs across multiple channels and initiatives.
Questline Digital is a marketing and technology agency. They build engaging experiences to boost program participation and overall satisfaction for utility companies nationwide.
Become a product expert and help customers use Linear effectively; assist prospects through the trial and evaluation phase
Generate a strong pipeline and exceed quarterly targets
Build relationships with key stakeholders within accounts; understand client needs deeply, align Linear’s solutions to business objectives + shape decision criteria.
Linear is building the product development system for teams and agents, shaping the tools this new era requires with AI. Founded in 2019, Linear has become the platform of choice for more than 25,000 companies, and the team is distributed across North America and Europe.
Manage moderate to complex commercial claims involving bodily injury and property damage.
Independently investigate, evaluate, negotiate, and resolve third-party General Liability claims.
Develop thoughtful strategies that balance fairness, efficiency, and business outcomes.
West Bend believes that their associates are their greatest asset. They hire talented individuals who are conscientious, dedicated, customer focused, and able to build lasting relationships. The company has been recognized as a Milwaukee Journal Sentinel Top Workplace for 14 consecutive years.