Manage an assigned employee benefits book of business, delivering high-quality service and overseeing renewals, implementations, and benefits administration.
Lead the account team, directing Account Coordinators to maintain productivity, accuracy, and service standards.
Serve as a trusted advocate for clients, coordinating with carriers and stakeholders to resolve issues and identify growth opportunities.
The company specializes in employee benefits and insurance services. It fosters a supportive, collaborative, and respectful work environment with a focus on work-life balance and professional growth.
Support benefits administration system implementations on the Employee Navigator platform.
Manage client expectations, project manage between vendors and carriers, and resolve system issues.
Assist with ACA processes, data auditing, and client training and demonstrations.
EPIC Insurance Brokers & Consultants is an insurance brokerage and consulting firm headquartered in New York, founded in 2007, with over 3,000 employees nationwide. The company values Owner Mindset, Inspire Trust, Think Big, and Drive Results, and fosters a diverse, inclusive culture that invests in employee growth.
Build and maintain strategic relationships with key contacts at major employee benefits consulting organizations.
Leverage an established consultant network to increase awareness and generate new employer partnership opportunities.
Position products and capabilities to maximize inclusion in employer opportunities, RFIs, and RFPs.
Our partner is a mission-driven organization focused on expanding access to high-quality healthcare. They are a growth-oriented, collaborative company with a remote-first culture.
Manage a portfolio of mission-driven clients, guiding them from onboarding to long-term success on the UpMetrics platform.
Build genuine relationships with client teams and serve as a trusted advisor on impact measurement and data best practices.
Drive revenue through renewals, expansions, and referrals while leading success planning and quarterly business reviews.
We provide an impact reporting platform combined with expert services to help mission-driven organizations collect, analyze, and learn from their data. We are a remote-first team with a culture of collaboration, integrity, and continuous improvement.
Drive profitable growth across a dedicated client portfolio, accountable for client strategy, execution, and expanding existing relationships.
Lead strategic new pursuits and build the team, tools, and processes to turn client development into a predictable engine.
Navigate internal and external stakeholder complexity to deliver measurable business impact while ensuring high client satisfaction.
Zeta is a marketing technology company that provides data-driven solutions for enterprise clients. The company emphasizes a culture of trust and belonging, with a focus on diversity and inclusion.
Own end-to-end client relationships as the primary contact, leading meetings and managing daily communication with Director, VP, and C-suite stakeholders.
Translate client feedback and business objectives into clear direction for internal teams, partnering with project management and operations to align priorities and remove blockers.
Monitor account health, identify risks, and present executive-level reports using performance data to drive client satisfaction and retention.
Our partner company specializes in innovative digital marketing programs for enterprise-level clients, working across media, product, and operations. They offer a fast-paced, multi-account environment with a collaborative culture and an AI-powered hiring process through Jobgether.
Manage an assigned book of retirement 401(k) plans to ensure client satisfaction, retention, and profitability.
Serve as escalation point for service issues, consulting on plan design and compliance with ERISA.
Train clients on systems and resources, and cross-sell products to deepen relationships.
Transamerica is a financial services company offering insurance, retirement, and investment solutions to help people achieve financial freedom. They employ nearly 7,000 people as part of the international Aegon group, fostering a collaborative and inclusive culture.
Own the success, retention, and growth of a portfolio of health plan clients.
Lead recurring client meetings, executive business reviews, and performance discussions.
Identify client risks, performance gaps, and emerging needs, and drive plans to address them.
Papa provides vital social support by pairing older adults and families with companions to reduce loneliness and improve health. Backed by top investors, Papa is a people-first company with a culture focused on community and belonging.
Guide US and global clients from pre-contract to go-live, building playbooks and workflows for seamless onboarding.
Own the program end-to-end, including kickoff calls, SSO setup, milestone tracking, and client communication.
Act as a trusted advisor to HR leaders, designing engagement strategies that drive utilization.
LearnLux is a provider of workplace financial wellbeing, blending digital planning with access to financial planners. The company is venture-backed, has raised over $35M, and fosters a fast-paced, growth-focused culture.
Serve as a subject matter expert on human services programs for state HHS agency clients.
Lead the human services business operations team on the Guam engagement and support delivery of services.
Maintain strong client relationships and contribute to a positive, innovative team culture.
BerryDunn is a client-centered, people-first professional services firm that helps businesses, nonprofits, and government agencies solve their greatest challenges. The firm has been recognized for its diverse and inclusive workplace culture and focus on learning, development, and well-being.
Delivers independent client support, handling complex service tasks and supporting renewals with limited oversight.
Serves as a technical resource for HRIS and enrollment platforms, benefits communications, and standard reporting.
Responds to complex client questions and manages defined lifecycle tasks while informally guiding peers.
IMA Financial Group is an independent insurance brokerage that provides a wide range of insurance and financial solutions. The company is large enough to serve clients globally but small enough to implement ideas quickly, and it has been recognized as a Best Place to Work by multiple publications and as one of the fastest-growing companies.
Serve as a senior strategic partner and trusted advisor to multiple clients, strengthening executive relationships and ensuring long-term relationship health.
Lead the overall strategy and operational management of a significant client portfolio, balancing client satisfaction, delivery quality, growth, and financial performance.
Drive account growth by expanding executive relationships, identifying new opportunities, and developing long-term partnerships.
They are a digital agency or consultancy that delivers innovative digital products and experiences. They foster an inclusive, collaborative culture with multidisciplinary teams focused on high-quality client work.
Own a portfolio of client relationships and shape opportunities into structured, high-quality pursuits.
Direct delivery resources by setting scopes, deadlines, and quality expectations for analysts and writers.
Drive business development by qualifying opportunities and maintaining pipeline accountability across federal, state, and local pursuits.
This partner company provides client delivery and business development services, specializing in government contracting. The company fosters a collaborative, inclusive, and remote-friendly culture with a focus on accountability and continuous improvement.
Drive revenue growth across an established portfolio of clients within the intellectual property technology sector.
Develop account strategies with sales and client success stakeholders to expand adoption of software and professional services.
Manage multiple stakeholders and opportunities, presenting product demonstrations and preparing proposals.
This company provides intellectual property technology software and services. It offers a collaborative, casual work environment with a focus on client success and growth.
Leads and develops a team of up to 10 Corporate Account Operations professionals.
Directly manages account operations for a select portfolio of high-value corporate accounts.
Establishes and monitors team processes, service standards, and performance measures to improve scalability and efficiency.
The American Cancer Society works to end cancer as we know it, for everyone. We are a culture comprised of diverse backgrounds and experience, with employees and 1.3 million volunteers.
Support monthly project accounting, including status meetings and financial trackers.
Review and reconcile new projects, change orders, and client setups.
Assist with revenue recognition, invoicing, and mentoring junior staff.
Precision Medicine Group is a specialized services provider for the life sciences industry, focusing on precision medicine. The company is a mid-to-large size organization with a culture of collaboration and growth.
Serve as the primary point of contact for clients, maintaining long-term relationships and aligning engagement objectives with client needs.
Oversee client engagements from initiation to completion, ensuring on-time, within-scope, and within-budget delivery.
Lead cross-functional teams, allocate resources, and promote client-focused performance and accountability.
This company is a consulting firm specializing in application managed services for healthcare organizations. They foster a collaborative, autonomous, and client-first culture with a focus on meaningful impact.
Oversee, develop, and advance client experience and employee engagement initiatives through research, reporting, and presentations.
Compile data on trends and emerging issues impacting clients and their industries related to CX and EX.
Collaborate with brokers, policyholders, and internal teams to align client experience goals with employee engagement.
Berkley Alliance Managers offers innovative coverage and risk management solutions for brokers and policyholders. They focus on tailoring coverage for design, construction, accounting, and miscellaneous professional service industries, with a commitment to exceptional claims handling and comprehensive risk management.