personal lines account executive

Chubb Insurance

<div><p>Chubb's Personal Risk Services Operations Division provides industry leading service to clients, agents, and internal business partners. The Chubb Customer Center (CCC) is an Operations team that directly manages the personal insurance needs of successful individuals and families on behalf of enrolled agency partners countrywide. We are currently seeking an experienced and self-motivated Personal Lines Account Executive to work in a fast-paced agency environment. Account executives are licensed agents supporting PRS&rsquo; growth and retention by counseling successful individuals and families on their insurance coverage. This role focuses on delivering exceptional service, ensuring seamless policy management, fostering long-term relationships, and driving sales growth through effective cross-selling and upselling.<br>
</p><p></p><p><b>Key Responsibilities:
</b></p><ul><li>Serve as a trusted advisor for Chubb clients, assessing insurance needs and providing tailored solutions.
</li></ul><ul><li>Proactively identify coverage gaps, offer recommendations, and process policy updates per client requests.
</li></ul><ul><li>Utilize multiple systems to efficiently research, analyze, and resolve client inquiries and policy changes.
</li></ul><ul><li>Demonstrate comprehensive knowledge of Chubb&rsquo;s products, articulating their value to clients.
</li></ul><ul><li>Collaborate effectively within a team, leveraging strong interpersonal and communication skills.
</li></ul><ul><li>We provide coverage for home, auto, vacation, umbrella, flood, recreational marine, and cyber insurance, with many of these products managed across different systems. Our underwriters play an active role in handling these policies, which often requires us to act as intermediaries between clients, agents, and underwriting teams
</li></ul><ul><li>Consistently meet or exceed performance and quality benchmarks.
</li></ul><ul><li>Adhere to corporate policies, regulatory requirements (SOX), and internal procedures (PCI) while ensuring compliance and service excellence.
</li></ul><ul><li>Complete assigned tasks and support additional responsibilities as needed.
</li></ul><ul><li>Success in our team requires adaptability to a fast-paced environment communicating on the phone with a willingness to continuously learn new skills and policy requirements. Since guidelines are updated regularly and can vary between accounts, it&rsquo;s essential to stay informed and flexible to meet our insurance standards.<br>
</li></ul><p></p><p><b>Sales and Service Excellence:
</b></p><ul><li>Consistently meet or surpass sales goals by proactively cross-selling and upselling Chubb Personal Lines products, including auto, home, renters, personal excess, flood, and recreational marine insurance.
</li></ul><ul><li>Proactively assess client portfolios to uncover additional coverage needs, presenting customized insurance solutions to agents and their clients to ensure comprehensive protection.
</li></ul><ul><li>New Business Growth - increase sales production by 5% over the next year.
</li></ul><ul><li>Improve percentage of new quotes that are converted into closed sales by achieving a 20% close rate on all new quotes
</li></ul><ul><li>Increase the average premium value for each policy sold by focusing on high value clients or cross selling to individuals.
</li></ul><ul><li>Increase the number of policies per client by selling additional products or increasing coverage.
</li></ul><p>Relationship Management
</p><ul><li>Partner with Chubb internal teams, including personal lines underwriters, to proactively address agent requirements and streamline policy servicing processes.
</li></ul><ul><li>Cultivate and strengthen relationships with agents, clients, and internal business partners to drive high satisfaction, maximize client retention, and foster long-term loyalty.</li></ul></div>
<br><div></div><div><div><div><div><div><div><div><div><div><div><div><div><div><ul><li>Must possess a Property and Casualty Insurance license or be willing to obtain one within 30 days as part of the training program.
</li></ul><ul><li>Associate degree or comparable professional experience in the insurance industry required.
</li></ul><ul><li>Experience in personal lines operations, agency, underwriting, or marketing preferred.
</li></ul><p>Performance Skills
</p><ul><li>Demonstrated creative problem-solving skills for client inquiries and challenges.
</li></ul><ul><li>Proven ability to deliver results and drive innovation in a dynamic, fast-paced setting.
</li></ul><ul><li>Strong client service orientation with excellent verbal and written communication abilities.
</li></ul><p>Technical Skills
</p><ul><li>Proficient in Microsoft Word, Outlook, and Excel.
</li></ul><ul><li>Experience in Personal Lines Insurance<br>
</li></ul><p></p><p><b>Core Competencies
</b></p><ul><li>Demonstrates a collaborative spirit and actively contributes to team success.
</li></ul><ul><li>Excels in analytical thinking, creative problem-solving and overall sales resilience
</li></ul><ul><li>Active listening and effective communication whether speaking, writing, or presenting to communicate clearly and persuasively.
</li></ul><ul><li>Maintains strong personal accountability and upholds ethical standards.
</li></ul><ul><li>Driven and capable of delivering results with minimal supervision.
</li></ul><ul><li>Exceptionally organized, adept at juggling multiple tasks efficiently.
</li></ul><ul><li>Thrives in both structured and ambiguous environments, working independently or as part of a team.
</li></ul><ul><li>Effectively prioritizes and manages competing deadlines in fast-paced settings.</li></ul></div></div></div></div></div></div></div></div></div></div></div></div></div>
<br><div><div>Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.<br>
</div><div></div><br>
<div>At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.</div></div>

Chubb Customer Center Account Executive

Spectrum Insurance Group

<div><h2 class="jobSectionHeader"><b>Job Overview</b></h2><div><p>
Spectrum Insurance Group is looking for a <b>Personal Lines Account Manager</b> to join our La Crosse office. The Account Manager works closely with a team of agents to provide excellent customer service and support to individual and group clients. <b>Qualified candidates will be licensed and have 3+ years of personal lines experience.
</b></p></div><h2 class="jobSectionHeader"><b>Benefits</b></h2><div>
Paid Time Off (PTO)<br>
Health Insurance<br>
Dental Insurance<br>
Vision Insurance<br>
Life Insurance<br>
Disability Insurance<br>
Hands on Training<br>
Tuition Reimbursement<br>
Mon-Fri Schedule<br>
Career Growth Opportunities<br>
Retirement Plan<br>
Evenings Off<br>
</div><h2 class="jobSectionHeader"><b>
Requirements</b></h2><div><p><b>
Required Knowledge and Skills</b></p><p>
 Knowledge of insurance products, rating, and underwriting procedures</p><p>
 Practical knowledge of quoting process and tools</p><p>
 Excellent verbal and written communication skills</p><p>
 Strong analytical thinking, business acumen, and organizational skills</p><p>
 Proficient computer skills including the ability to document and access information</p><p>
 Ability to follow existing processes, procedures, and verbal instruction</p><p>
 Ability to manage multiple priorities, accurately, efficiently, and independently</p><p>
 Attention to detail and ability to complete tasks with a high degree of accuracy</p><p><b>
License and Certification Requirements</b></p><p>
 Valid WI driver's license and acceptable driving history</p><p>
 Current licensure or ability to obtain a Property &amp; Casualty Resident Intermediary granted by the State of Wisconsin</p></div><br>
<p></p>
<h2 class="jobSectionHeader"><b>Responsibilities</b></h2><div><p>
 Prepares submissions and markets new/renewal business to appropriate carriers</p><p>
 Responds to all day-to-day inquiries and service issues for assigned clients</p><p>
 Provides coverage recommendations and collects exposures from clients and prospects</p><p>
 Maintains agency management system with up-to-date and accurate information</p><p>
 Serves as liaison between client and vendors/carriers to resolve issues and identify process improvement opportunities</p><p>
 Tracks, manages and documents open issues keeping the client and agent informed of status and resolution</p><p>
 Quotes, analyzes, compares, and recommends coverage options for clients</p><p>
 Manages renewal timeline to ensure timely execution of client decisions</p><p>
 Prepares summaries of insurance, renewals, schedules, and proposals</p><p>
 Reviews client contracts and policies for accuracy</p><p>
 Supports Agents with new and renewal business presentations as needed</p><p>
 Builds and maintains strong customer relationships through pro-active communication</p><p>
 Communicates and educates clients on latest industry trends, issues, and changes</p><p>
 Attends client meetings as required</p></div><h2 class="jobSectionHeader"><b>
About Us</b></h2><div>
Spectrum Insurance Group is one of the largest independent insurance agencies in Wisconsin, offering personal, commercial, and employee benefits insurance services. Our agency was founded on a simple philosophy of hard work, loyalty and aggressive representation. With 19 locations throughout Wisconsin, the Spectrum team is made up of highly-regarded sales and service representatives.</div></div>

Account Manager - Personal Lines

Midwest Heritage

<div><div><div><div><div><div><div><div><p><b>Additional Considerations (if any):</b></p></div></div></div></div></div></div></div><ul><li></li></ul><p>
At Midwest Heritage, the core of our culture is taking care of the customer and taking care of each other. Our employees appreciate that their contributions make a direct impact on the success of our business as well as their own personal and professional growth.</p><p></p><div><div><p><b><br>
Midwest Heritage Bank</b></p></div><p></p><div><p><b>
Job Title</b>: Commercial Lines Account Executive</p></div><div><p><b>
Department:</b> Insurance</p></div><div><p><b>
FLSA: </b>Exempt</p></div><p></p><div><p><b>
General </b><b>Function</b></p></div><div><p>
The Commercial Lines Account Executive develops new commercial lines insurance business in Midwest Heritage markets. This position consists of both inside and outside sales and marketing. This position involves new business production and customer retention requirements. This position customarily and regularly involves performing duties away from Midwest Heritage. The Commercial Lines Account Executive must project a positive and helpful image that enhances the overall brand image of Midwest Heritage Insurance Services. This position may also write new personal lines (home &amp; auto) insurance products. This is a work from home position.</p></div><p></p><div><p><b>
Core Competencies</b></p></div><div><ul><li><p>
Business Development</p></li><li><p>
In-House Relationship Management</p></li><li><p>
Customer Service</p></li><li><p>
Industry and Product Expertise</p></li><li><p>
Organization</p></li></ul></div><p></p><div><p><b>
Reporting Relations</b></p></div><div><p><b>
Accountable and Reports to: </b>VP Sales, Commercial Lines</p></div><div><p><b>
Positions that Report to you: </b>None</p></div></div><p></p><div><div><p><b>
Primary Duties and Responsibilities:</b></p></div><div><ul><li><p>
Create and sustain long lasting relationships with prospective customers to grow a book of commercial lines and personal lines property &amp; casualty business.</p></li><li><p>
Assist in cross-selling/up-selling insurance products to existing customers.</p></li><li><p>
Promote Midwest Heritage financial products and services to existing and current customers.</p></li><li><p>
Assess customer needs, prepare and present accurate proposals, and provide coverage guidance to customers.</p></li><li><p>
Collect all required client data and information for development of a professional sales proposal.</p></li><li><p>
Responsible for achieving new business sales goals, client retention, profitable loss-ratio, diverse product-mix, and cross-sell targets.</p></li><li><p>
Participates in training on Midwest Insurance Services sales processes, systems, and practices.</p></li><li><p>
Continues to further knowledge of commercial products and service offerings.</p></li><li><p>
Stays current on industry trends, and recommends new carrier markets for Agency Management to pursue.</p></li><li><p>
Actively involved with industry and community organizations.</p></li><li><p>
Provides customer service to policyholders by communicating with internal and external personnel; delegate appropriate service work to commercial lines Account Manager(s) and others within the agency for timely handling.</p></li><li><p>
Effectively manages workload to achieve excellent client service results.</p></li><li><p>
Timely and efficient follow-up with carriers, clients, and prospects.</p></li><li><p>
Professionally communicates verbally and in writing with customers and insurance carrier underwriting, claims, and service departments.</p></li><li><p>
Demonstrates a positive attitude and builds customer focused relationships with staff.</p></li><li><p>
Demonstrates a willingness and desire to work in a team atmosphere and assist others when needed.</p></li><li><p>
Reports to work when scheduled and on time.</p></li><li><p>
Learn and proficiently use various carrier websites and quoting/renewal procedures.</p></li><li><p>
Develops and maintains positive relationships with insurance carriers and vendors.</p></li></ul></div></div><div><div><ul><li><p>
Effectively manages workload including follow up activity in EPIC and completing proficient documentation on all client contacts.</p></li><li><p>
Attends scheduled agency and carrier meetings.</p></li><li><p>
Maintains current agent license, certifications, and CE requirements for each renewal period.</p></li></ul></div><p></p><div><p><b>
Knowledge, Skills, Abilities Required:</b></p></div><div><ul><li><p>
Must have valid driver&rsquo;s license.</p></li><li><p>
Must have a friendly positive attitude and strong communication skills.</p></li><li><p>
Must show leadership and excellent customer service.</p></li><li><p>
Strong attention to detail and ability to meet deadlines.</p></li><li><p>
Must have proficiency of PC with Microsoft Word, Excel, Outlook, and good typing skills.</p></li><li><p>
Excellent organizational and follow-up skills.</p></li><li><p>
Must maintain a high degree of confidentiality.</p></li><li><p>
Must have the ability to organize and perform sales presentations to individuals and small groups.</p></li></ul></div><p></p><div><p><b>
Knowledge, Skills, Abilities, and Worker Characteristics:</b></p></div><div><ul><li><p>
Enhanced knowledge of commercial property &amp; casualty coverages and ability to apply that knowledge in the performance of job duties.</p></li><li><p>
Must have a friendly positive attitude, strong written and verbal communication skills and the ability to approach people.</p></li><li><p>
Self-motivation, strong work ethic and the ability to build personal relationships with clients will be essential in this position.</p></li><li><p>
Must be able to work independently with little daily supervision.</p></li><li><p>
Excellent organizational skills, work with detail, high level of accuracy, and follow-up skills.</p></li></ul></div></div><div><div><ul><li><p>
Must maintain a high degree of confidentiality.</p></li><li><p>
Must always present themselves in a professional manner.</p></li><li><p>
Must have proficiency of PC with Microsoft Word, Excel, Access, Outlook and good data entry skills.</p></li><li><p>
Must have the ability to analyze and understand coverages, forms, underwriting practices and policies.</p></li></ul></div><p></p><div><p><b>
Education and Experience:</b></p></div><div><ul><li><p>
High school diploma or equivalent.</p></li><li><p>
Associate or Bachelor&rsquo;s Degree in Business, Finance, or Marketing is preferred.</p></li><li><p>
Prefer a minimum of one year of sales experience, including; cold calling, selling and negotiating with proven experience growing commission revenue; developing and implementing sales and marketing plans; knowledge of commercial lines property &amp; casualty insurance products and marketplace preferred but not required; working understanding of carrier products and underwriting disciplines preferred but not required.</p></li><li><p>
Must have required insurance licenses or willing to obtain within 60 days.</p></li><li><p>
Willingness to acquire further certifications or state license if required.</p></li></ul></div><p></p><div><p><b>
Physical Requirements:</b></p></div><div><ul><li><p>
This position is classified sedentary/light and requires the ability to sit for long periods of time.</p></li><li><p>
Visual requirements include: ability to see detail at near range with or without correction.</p></li><li><p>
Must be able to perform the following physical activities: sitting for long periods, talking (in person and by telephone), hearing and repetitive motions.</p></li></ul></div><p></p><div><p><b>
Working Conditions:</b></p></div><div><ul><li><p>
The duties of this position are normally performed outside of Midwest Heritage with some office work. This is a fast paced work environment.</p></li><li><p>
There is frequent pressure to meet deadlines and handle multiple projects in a day.</p></li></ul></div></div><div><div><ul><li><p>
Must be able to work independently with little daily supervision.</p></li><li><p>
25-50% Travel</p></li></ul></div><p></p><div><p><b>
Equipment Used to Perform Job:</b></p></div><div><p>
Computer (PC with Microsoft Office programs), telephone, calculator, telephone, copier, fax, printer and agency management software and tools.</p></div><p></p><div><p><b>
Contacts:</b></p></div><div><p>
This position works with Midwest Heritage employees, customers, Hy-Vee employees, vendors and outside agents doing direct business with Midwest Heritage</p></div><p></p><div><p><b>
Confidentiality:</b></p></div><div><p>
This position has the responsibility to protect the privacy and confidentiality of customers, employees and bank/insurance/financial information at all times.</p></div><div><p>
In the performance of their respective tasks and duties all employees are expected to:</p></div><div><ul><li><p>
Follow all state and federal regulatory requirements and complete assigned training courses within the required timeframes.</p></li><li><p>
Perform quality work within deadlines.</p></li><li><p>
Interact professionally with other employees, customers and suppliers.</p></li><li><p>
Work effectively as a team contributor on all assignments.</p></li><li><p>
Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.</p></li></ul></div></div></div>

Commercial Lines Account Executive

Marsh McLennan

<div><h2 class="jobSectionHeader"><b>Company:</b></h2>
<p></p><h2 class="jobSectionHeader"><b>Description:</b></h2>
<p></p><p><b>SENIOR ACCOUNT MANAGER
</b></p><p></p><p><b>DEPARTMENT: PERSONAL LINES
</b></p><p><b>STATUS: NON-EXEMPT
</b></p><p><b>EMPLOYEE TYPE: FULL TIME
</b></p><p></p><p><b>Our not-so-secret sauce.
</b></p><p>Award-winning, inclusive, Top Workplace culture doesn&rsquo;t happen overnight. It&rsquo;s a result of hard work by extraordinary people. More than 9,000 of the industry&rsquo;s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Senior Account Manager at Momentous Insurance, A Marsh McLennan Agency.</p>
<p></p><p>Momentous Insurance, A Marsh McLennan Agency provides commercial insurance, commercial entertainment, film and tv insurance, employee health &amp; benefits insurance, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 9,000 colleagues and 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world&rsquo;s leading professional services firm, Marsh (NYSE: MRSH).</p>
<p></p><p><b>A day in the life.
</b></p><p>As our Senior Account Manager on the Personal Lines team, you&rsquo;ll be responsible for the following:</p>
<p>This is a service position. The primary function of this position is to provide the highest quality service to customers and cross sell within the existing book of business. The Senior Account Manager (SAM) will be the day-to-day liaison between the insurance company (MIB) and designated accounts managed by Account Executives/Sr. Account Executives/Producers. Daily servicing of customers will include addressing various coverage issues, contract analysis, exposure analysis, issuing auto ID cards, handling all the inside service work associated with the client&rsquo;s accounts, including all endorsement activity, routine coverage questions, problem solving, renewal control, preparation of formal proposals, checking and binding policies. The Senior Account Manager (SAM) should have experience in all areas of Personal Lines insurance. As needed the SAM will coordinate with and defer to the Account Executive/Sr. Account Executive/or Producer on strategic account issues and potential problems. The SAM is responsible for the successful fulfillment of Standard Operating Procedures and Guidelines (SOP&rsquo;s).</p>
<p></p><p><b>Our future colleague.
</b></p><p>We&rsquo;d love to meet you if your professional track record includes these skills:</p>
<ul><li>Know the underwriting and rating procedure for all types of personal lines policies.</li>
<li>Quote new business and renewal options to every client to include:
<ul><li>Higher limits of liability</li>
<li>Higher deductible options</li>
<li>Earthquake coverage</li>
<li>Earthquake deductible buy back coverage</li>
<li>Flood coverage</li>
<li>Excess flood coverage</li>
<li>Increased mold coverage</li>
<li>Identity theft coverage</li>
<li>Umbrella or excess liability/excess uninsured/underinsured coverage</li>
<li>Employment practices liability/board of directors and officers coverage</li>
<li>Inland marine coverage</li>
<li>Guaranteed replacement cost</li>
<li>Equipment breakdown coverage</li>
<li>Enhanced auto coverages</li>
</ul></li><li>Prepare proposals and applications, submit them to insured&rsquo;s and carriers, obtain client&rsquo;s signature and follow up to ensure timely responses, all in conjunction with AE or Producer.</li>
 <li>Prepare and provide to every client a Summary of Insurance once coverage is bound and in effect for new accounts.</li>
<li>Immediately update Summary of Insurance for existing clients.</li>
<li>Remarket accounts as directed and follow up with AE or Producer</li>
<li>Maintain agency EPIC files accurately and consistently documenting conversations in emails and other notes sent to clients, while adhering to all MIB electronic and EPIC procedures.</li>
<li>Handle cancellations timely by checking carrier websites or NOC&rsquo;s received via scan, fax or email, legally saving all accounts possible with adherence to E&amp;O guidelines.</li>
<li>Prepare and check policies based on SOP&rsquo;s checklist to include preparing letters, invoicing, summaries of insurance, certificates, ID cards, evidence of insurance, binders, etc. Policies must be checked for accuracy and all applicable endorsements.</li>
<li>Know and be up to date on the utilization of carrier websites, carrier communications, new coverage options and billing procedures.</li>
</ul><p></p><p>These additional qualifications are a plus, but not required to apply:</p>
<ul><li>College Degree preferred (high school diploma is required)</li>
<li>Current California Department of Insurance License</li>
<li>2-4 years of experience</li>
<li>Proficient MS Office Suite (Word, Excel, Outlook)</li>
<li>Experience utilizing carrier websites to market and rate new and/or renewal business such as Safeco, Allied, Travelers, Chartis, ACE, Chubb, Fireman&rsquo;s Fund</li>
</ul><p></p><p>We know there are excellent candidates who might not check all of these boxes. Don&rsquo;t be shy. If you&rsquo;re close, we&rsquo;d be very interested in meeting you.</p>
<p></p><p><b>Work environment &amp; physical demands.
</b></p><ul><li>Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones.</li>
</ul><ul><li>Work is performed in a typical interior/office work environment.</li>
</ul><p></p><p><b>Valuable benefits.
</b></p><p>We value and respect the impact our colleagues make every day both inside and outside our organization. We&rsquo;ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
</p><p></p><p>Some benefits included in this role are:</p>
<ul><li>Generous time off</li>
<li>Tuition reimbursement and professional development opportunities</li>
<li>Charitable contribution match programs</li>
<li>Stock purchase opportunities</li>
</ul><p></p><p>To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://www.flipsnack.com/BB9CD8DD75E/limitless-opportunities
</p><p></p><p>Follow us on social media to meet our colleagues and see what makes us tick:</p>
<ul><li>https://www.instagram.com/lifeatmma/
</li><li>https://www.facebook.com/LifeatMMA
</li><li>https://twitter.com/LifeatMMA
</li><li>https://www.linkedin.com/company/marsh-mclennan-agency/
</li></ul><p></p><p>The applicable base salary range for this role is $38,800 to $82,900. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.</p>
<p></p><p>We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.</p>
<p></p><p><b>Who you are is who </b><b><i>we </i></b><b>are.
</b></p><p>We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.</p>
<p></p><p><b>Marsh McLennan and its affiliates are EEO Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
</b></p><p></p><p>#LI-DNI
</p><p>#LI-Remote
</p><p>#LI-hybrid
</p><p>#LI-onsite
</p><p></p><h3 class="jobSectionHeader"><b>The applicable base salary range for this role is $54,700 to $101,900.
</b></h3><p></p><h3 class="jobSectionHeader"><b>The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
</b><p></p><b>We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.</b></h3></div><p></p>

Account Manager - Personal Lines Insurance

Relation Insurance Services

<div><p><b>WHO WE ARE</b></p><p></p><p>
Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.</p><p><b><br>
WHAT WE&rsquo;RE LOOKING FOR</b></p><p></p><p>
The Account Executive, National Accounts serves as a national resource for Relation, responsible for meeting the risk management and insurance needs of Relation&rsquo;s largest, most complex clients. The Account Executive, National Accounts will oversee existing and new client relationships, delivering an elevated, industry-leading client service experience. This position requires advanced commercial P&amp;C expertise related to both first-party property risk and third-party casualty risks, as well as a robust network of carrier relationships.</p><p></p><p><b>
A GLIMPSE INTO YOUR DAY</b></p><ul><li>
Oversees client service for a growing portfolio of clients with a complex risk profile.</li><li>
Builds, expands and solidifies relationships with existing clients and leads appropriate resources to address the client&rsquo;s risk management needs.</li><li>
Analyzes commercial lines accounts and makes decisions based on individual risk characteristics, exposure analysis, hazard recognition and controls.</li><li>
Understands client&rsquo;s deficiencies in coverage and consults with them to ensure comprehensive coverage.</li><li>
Demonstrates technical competency and creates innovative solutions.</li><li>
Secures existing business and drives the sale of expanded service and capabilities.</li><li>
Develops and analyzes program and coverage options across lines of business. Presents new business or renewal proposals to client, in conjunction with team members when needed.</li><li>
Prepares and negotiates fees ensuring account profitability in a value-based approach for the scope of service and costs associated with the client service agreement.</li><li>
Gathers new business or renewal information to complete applications and related documentation for submission to appropriate insurance markets.</li><li>
Prepares account summaries, as required.</li><li>
Coordinates loss analysis and loss control activities in conjunction with claims and loss control specialists.</li><li>
Keeps producers fully informed of all important activities on their accounts.</li><li>
Manages stewardship/service agreements ensuring services are provided and deadlines are met.</li><li>
Adheres to pertinent laws, regulations, Relation&rsquo;s compliance practices and external compliance requirements.</li><li>
Reviews cancellations and determines reason for cancellation requests with an attempt to save accounts, as appropriate, while maintaining the agency&rsquo;s financial equity.</li><li>
Maintains and updates electronic files.</li><li>
Stays abreast of industry information, new products, legislation, coverage and technology to continuously improve knowledge, performance and services to clients.</li><li>
Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience</li><li>
Recommends process improvements as needed.</li><li>
Performs other projects, duties, and tasks, as assigned.</li></ul><p></p><p><b>
WHAT SUCCESS LOOKS LIKE IN THIS ROLE</b></p><ul><li>
7+ years&rsquo; experience in the insurance industry with a focus on Commercial Lines.</li><li>
A Property and Casualty License from state of domicile is required and must be maintained.</li><li>
CPCU and/or Certified Insurance Counselor (CIC) Designations, a plus.</li><li>
Must have a valid driver&rsquo;s license, the ability to travel to client sites and a reliable source of transportation.</li><li>
College degree preferred.</li><li>
In-depth understanding of all aspects of commercial lines of coverage.</li><li>
In-depth knowledge and understanding of risk management and loss control.</li><li>
Exceptional knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.</li><li>
Strong analytical and mathematical skills.</li><li>
Advanced skills in Microsoft Office with excellent PowerPoint and presentation skills for both in-person and virtual sessions.</li><li>
Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.</li><li>
Ability to work independently and as part of a team.</li><li>
Willingness to adhere to all principles of confidentiality.</li><li>
Ability to travel up to 10% of the time as needed.</li></ul><p></p><p><b>
WHY CHOOSE RELATION?</b></p><ul><li>
Competitive pay.</li><li>
A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.</li><li>
Career advancement and development opportunities.</li></ul><p>
.</p><p></p><p><b>
Note: </b>The above is not all encompassing of the full position description.</p><p></p><p><b>
Relation Insurance Inc.</b> provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.</p><p></p><div><p>
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.</p><p><br>
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.</p></div><p></p><p>
.</p><p></p>
$92,000.00 - $177,000.00</div>

Account Executive, National Accounts

Marsh McLennan Agency

<div><h2 class="jobSectionHeader"><b>Company:</b></h2>
Marsh McLennan Agency
<p></p><h2 class="jobSectionHeader"><b>Description:</b></h2>
<p></p><p><b>JOB TITLE: </b>Benefits Account Manager</p>
<p><b>JOB TYPE: </b>FLSA Non-Exempt</p>
<p></p><p><b>ESSENTIAL DUTIES &amp; RESPONSIBILITIES:
</b></p><p><b>Documentation
</b></p><p>Benefit Point &amp; ImageRight</p>
<p>Enter client data into Benefit Point adequate to complete following:</p>
<ul><li>RFP&rsquo;s</li>
<li>Prospect/opportunity Report</li>
<li>Update Client Rates and Plans tab with final agreed information within 5 workdays of client acceptance of renewal or new business presentation</li>
</ul><p></p><p><b>Customer Service
</b></p><ul><li>Provide support for Account Executive through duties and responsibilities listed this Job Description and Benefits Timeline.</li>
<li>Research and answer questions regarding benefit plans, claims and billings for client, update Benefit Point activities and adhere to the Benefits Timeline</li>
<li>Assist bSwift team with set-up of client web site as directed by Benefits Operations Manager.</li>
<li>Maintain on-line client binder as per department guidelines</li>
<li>Coordinate workflows as per activities created as per Benefit Timeline</li>
<li>Begin to act as a lead for other Account Manager&rsquo;s in the absence of the Account Executive</li>
</ul><p></p><p><b>Marketing
</b></p><ul><li>Request for Proposal (RFP) &ndash; Create and release to Carriers by due date as per Benefit Timeline</li>
<li>Create and maintain marketing binder as per Department Guidelines and Benefit Timeline</li>
<li>Follow up with carriers to ensure they have everything needed to quote, submit any missing information, review quotes as they are received to ensure they are correct and received by the deadline as per RFP timelines.</li>
<li>Spreadsheets &ndash; Prepare and review for accuracy as per Department Guidelines and Benefit Timeline.</li>
<li>Formal Proposal &ndash;Finalize and review for accuracy spreadsheets and any other materials that are to be included in the Formal Proposal. Preparation for the Formal Proposal can include copying, printing and binding or materials necessary for creating the formal proposal.</li>
</ul><p></p><p><b>Communication
</b></p><ul><li>Prepare and develop communication booklets as per Department Guidelines and Benefit Timeline.</li>
<li>Enrollment Meetings &ndash; Conduct enrollment meetings as necessary</li>
</ul><p></p><p><b>Reporting
</b></p><ul><li>ICAF/Milliman/DMW &ndash; Gather Data necessary and submit to carriers. Compile information for Sr. Account Consultant/Executive Team Lead as per Department Guidelines and Benefit Timeline.</li>
<li>Aggregate Reports &ndash; Upon request of Account Executive, create the aggregate report that uses in their analysis to the client.</li>
<li>Initiate stewardship report from workflows and activities in Benefit Point.</li>
</ul><p></p><p><b>Compliance
</b></p><ul><li>Medicare Part D - Submit Medicare Part D disclosure letters to client as per Benefit Timeline</li>
<li>Schedule A&rsquo;s &ndash; Compile Data from Carriers and submit Schedule A&rsquo;s to client as per Department Guidelines and Benefit Timeline</li>
<li>Annual Notices &ndash; Prepare Annual Notices for Mail/E-mail/Distribution and request processing date from Account Manager to ensure annual distribution as appropriate.</li>
</ul><p></p><p><b>Technical </b><b>E </b><b>xpertise
</b></p><p>Expand Technical skill set by participating in technical skill development.</p>
<ul><li>Complete Bisys Correspondence courses for major lines of business (i.e., Health Concepts, Life Concepts, Disability Income Insurance, Group Insurance, and Health Savings Account).</li>
<li>Initiate participation in the GBA certification.</li>
<li>Participation in the EBIA Webinars for 12 hours of CE&hellip;&hellip;&hellip;..goal is attendance in all sessions.</li>
<li>Provide support to Sr. Account Consultant or Account Executive as directed.</li>
<li>Demonstrated success in servicing multiple client renewals under mentorship of AE or Trainer</li>
</ul><p></p><p><b>REQUIREMENTS:
</b></p><ul><li>Education: College Degree Preferred</li>
<li>24 to 36 months of experience in an Assistant Account Manager role / 24+ months equivalent industry experience preferred</li>
<li>Bilingual Spanish a major plus</li>
<li>Ability to multi-task, prioritize work, possess basic word processing and spreadsheet computer skills.</li>
<li>Ability to demonstrate cooperation and effective communication with clients, vendors and internally with co-workers.</li>
<li>Ability to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness.</li>
<li>Operational knowledge of various windows based application programs such as Excel, Word, Power Point and current Internet technologies</li>
<li>Willing to work overtime due to cyclical nature of business.(primarily August thru December)</li>
<li>Masters all Account Manager duties and demonstrates proficiency and how to research and access best practice documentation</li>
</ul><p></p><p><i>We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh &amp; McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: </i><i>http://marshmma.com/careers </i><i>.</i></p></div><p></p>

Benefits Account Manager

Parallon

<p></p><div><p>Do you have the career opportunities as an Executive Assistant you want with your current employer? We have an exciting opportunity for you to join Parallon, which is part of the nation's leading provider of healthcare services, HCA Healthcare.</p><p></p><h5 class="jobSectionHeader"><b>
Job Summary and Qualifications</b></h5>
<p></p><h5 class="jobSectionHeader"><p><b>As the Executive Assistant, you are responsible for supporting the Executive Shared Services Center management team with administrative duties as assigned.</b></p><b>
</b><p><b>In this role, you will:</b></p><b>
</b><p></p><ul><li><b>Perform complex administrative duties including responding for executive when he/she is unavailable, composing correspondence, and coordinating resources across SSC.
</b></li><li><b>Handle various administrative details with initiative and good judgment.
</b></li><li><b>Provide general administrative support including typing, answering multiple phone lines, indexing and filing documents, and making copies
</b></li><li><b>Answer inquiries and/or refer callers/visitors to appropriate person/department.
</b></li><li><b>Gather information and develop summaries as requested.</b></li><li><b>
Develop and implement office procedures related to coordination of interoffice communication, records and systems.</b></li></ul><b>
</b><p></p><p><b>What qualifications you will need:</b></p><b>
</b><p></p><ul><li><b>High school diploma or GED is preferred. Associate or bachelor&rsquo;s degree in business administration is preferred.</b></li><li><b>
Four to five years of administrative experience is required. Relevant education may substitute experience requirement.</b></li></ul><b>
</b><p></p><b>Benefits</b></h5><p></p><p>
Parallon offers a total rewards package that supports the health, life, career and retirement of our colleagues. The available plans and programs include:</p><ul><li><b>
Comprehensive benefits</b> for medical, prescription drug, dental, vision, behavioral health and telemedicine services</li><li><b>
Wellbeing support,</b> including free counseling and referral services</li><li><b>
Time away from work</b> programs for paid time off, paid family leave, long- and short-term disability coverage and leaves of absence</li><li><b>
Savings and retirement resources</b>, including a 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service), Employee Stock Purchase Plan, flexible spending accounts, preferred banking partnerships, retirement readiness tools, rollover support and financial wellbeing counseling</li><li><b>
Education support</b> through tuition assistance, student loan assistance, certification support, dependent scholarships and a partnership with Galen College of Nursing</li><li><b>
Additional benefits</b> for fertility and family building, adoption assistance, life insurance, supplemental health protection plans, auto and home insurance, legal counseling, identity theft protection and consumer discounts</li></ul><p>
Learn more about Employee Benefits</p><p><b><i>
Note: Eligibility for benefits may vary by location.</i></b></p><p>
&quot;</p><p><b>
Parallon</b> provides full-service revenue cycle management, or total patient account resolution, for HCA Healthcare. Our services include scheduling, registration, insurance verification, hospital billing, revenue integrity, collections, payment compliance, credentialing, health information management, customer service, payroll and physician billing. We also provide full-service revenue cycle management as well as targeted solutions, such as Medicaid Eligibility, for external clients across the country. Parallon has over 17,000 colleagues, and serves close to 1,000 hospitals and 3,000 physician practices, all making an impact on patients, providers and their communities.</p><p>
HCA Healthcare has been recognized as one of the World&rsquo;s Most Ethical Companies&reg; by the Ethisphere Institute more than ten times. In recent years, HCA Healthcare spent an estimated $3.7 billion in cost for the delivery of charitable care, uninsured discounts, and other uncompensated expenses.</p><p>
&quot;</p><p></p><p>
&quot;Bricks and mortar do not make a hospital. People do.&quot;- Dr. Thomas Frist, Sr.<br>
HCA Healthcare Co-Founder</p><p>
If you are looking for an opportunity that provides satisfaction and personal growth, we encourage you to apply for our Executive Assistant opening. We promptly review all applications. Highly qualified candidates will be contacted for interviews. <b>Unlock the possibilities and apply today!</b></p><p><b><i>
We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.</i></b></p></div>

Executive Assistant

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