Client Manager, Business Insurance Select Job at myGwork - LGBTQ+ Business Community (Greensboro)

Technical Engagement Manager / Account Manager

The Technical Engagement Manager (TEM) plays a key role in the delivery of clien...

Location

United States , New York

Salary:

150000.00 - 180000.00 USD / Year

EvolutionIQ

Expiration Date

Until further notice

Requirements

3+ years experience in account and project management, with a proven track record of delivering solutions while meeting external client deadlines
Ability to balance client needs with budget and capacity
Effective communication skills across teams with both technical and non-technical people
along with strong ability to communicate complex problems
Proficiency in data analysis and manipulation with Excel and other analytical tools
Background working with data, as an analyst, consultant, or in a client management capacity
Extreme self-starter and self-motivator, holds self to extremely high standards, and inspires others to do the same
Ability to handle the ups and downs of early startup life
Enthusiasm for team work and pair work
Kind, empathetic, polite and professional

Job Responsibility

Provide quality technical & business service delivery for a select group of clients, provide backup support to Senior TEM’s on top-tier client accounts as needed. Ensure that we are tracking towards client renewal or expansion
Provide day to day project management and delivery of EvolutionIQ solutions for clients throughout the engagement lifecycle, ensuring delivery meets customer requirements on time
Participate in internal & customer-facing conference calls, demonstrations, and presentations. Advocate for the client and provide an “outside in” perspective
Support other business and operational development initiatives, as required
Develop a good understanding of insurance claims data and EvolutionIQ’s solution capabilities
Weekly status updates and escalate project risks to clients and the delivery team
Document client business rules, requirements and processes and ensure proper configuration of the platform

What we offer

Medical, dental, vision, short & long-term disability, life insurance and AD&D, and 401k matching
Additional family, wellness, and pet benefits
Paid time off and sick leave, 100% paid parental leave (16 weeks for primary caregivers and 12 weeks for secondary caregivers)
Flexible schedule for new parents returning to work
Catered lunches, happy hours, pet-friendly spaces, and monthly technology stipend
$1,000/year for each employee for professional development
Opportunities for tuition reimbursement
Annual bonus plan
Company equity plan (RSUs)

Fulltime

New

Senior Account Manager

The Property & Casualty Account Manager functions as the overall Engagement Lead...

Location

United States , Milwaukee

Salary:

Not provided

Brown & Brown UK

Expiration Date

Until further notice

Requirements

Licensed as a Producer of Property & Casualty in the state of WI
Bachelor’s degree in business or equivalent work experience
8+ years related P&C experience
Expertise in the insurance industry with a demonstrated ability to explain our capabilities relative to our competitors
Demonstrates a sense of urgency
Works in a collaborative, team-oriented manner, fostering empowerment and ownership for service quality
Understands client profitability through an understanding of income, expenses and time utilized related to specific client needs
This position may require routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. If required, acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of this position

Job Responsibility

Designs, markets, and implements the most complex insurance programs
Conducts strategic planning meetings with clients to discuss and recommend risk management programs
Coordinates services between the client and the insurance company and provides day-to-day consulting and client advice
Delegates to others and responsible for providing leadership and management to ensure all tasks are performed in a satisfactory manner by all involved
Provides leadership to others on team and at company. Responsible for managing the work of others. Provide performance related feedback to others and assist them with their professional development
Develop knowledge of a client’s business and industry and their specific risk profile through their business model, asset portfolio, product and cash flow, loss history, etc. Identifies the client’s exposure to loss and the means to address them, predominately through insurance risk transfer. Identifies tolerance to risk retention and service needs and protocols
Collaborates in the development of a marketing plan to include creation of insurance specifications, timelines and complete market selections
Negotiates with underwriters on behalf of our clients to develop the best program
Creates insurance proposal to compare competitive insurance program options and recommend the best program for our clients
Links risk identification, risk funding and service techniques to develop alternative program design strategies

What we offer

Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more

Fulltime

New

Commercial Lines, Select Account Executive

The Select Account Executive will retain and grow business by servicing and mana...

Location

United States , Alexandria

Salary:

Not provided

Brown & Brown UK

Expiration Date

Until further notice

Requirements

Valid Insurance license
Professional Designation specific to area of specialty preferred (ie, ARM, CIC, RPLU)
College Degree in a business-related field
7+ years’ experience in the insurance industry, or a related field
Proficient knowledge of insurance coverages, contracts, and state regulations where business is conducted
Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher
Able to create, edit, and merge letters, spreadsheets, labels, etc.
Proficient knowledge of the use of office equipment (including but not limited to copy machines, printers, faxes, binding machines, etc.)

Job Responsibility

Retain and grow business by servicing and managing client and prospective client relationships
Collaborate with team members to deliver exceptional customer service, achieve client satisfaction, and drive new business opportunities
Responsible for the combined functions of the development and successful acquisition on new business revenue from new and existing clients and providing a high level of client service to assigned accounts
Remain current on company insurance products and offerings, as well as developments in the marketplace, including product line offerings, changing insurance consumer trends and needs
Manage the client and prospect relationships to help grow the book of existing accounts, providing and recommending the most appropriate insurance solutions
Complete applications and supply appropriate underwriting information, as well as negotiate with underwrites relative to proper coverages and placement
Prepare new business strategies in collaboration with the producer, including proposals and presentations while ensuring agreement with customer’s request/requirements
Market new and renewal business, and develop opportunities to sell additional coverage from existing clients when appropriate
Bind and/or place coverage with acceptable carriers, adhering to appropriate carrier binding authority
Process change requests and other coverage research issues

What we offer

Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more

Fulltime

New

Account Executive - Property

Brown & Brown is seeking an Account Executive to join our growing Property team ...

Location

United States , Minneapolis

Salary:

100000.00 - 175000.00 USD / Year

Brown & Brown UK

Expiration Date

Until further notice

Requirements

Able to demonstrate an expert level of knowledge with all assigned products, insurance coverages, services, policies, pricing, placement of coverage, regulations and benefits
Expertise in the insurance industry with a demonstrated ability to explain B&B capabilities relative to our competitors
Specific knowledge and experience in placing property insurance for various risk occupancy types, and familiarity with key insurance markets in the U.S., London, Bermuda and Europe
Strong oral and written communication skills including the ability to connect with an audience and speak persuasively and succinctly
Strong attention to detail
Strong time management skills and the ability to evaluate and prioritize multiple projects/tasks
Demonstrates a sense of urgency
Works in a collaborative, team-oriented manner
Develops and maintains a working knowledge of B&B systems
Understands client profitability through an understanding of income, expenses and time utilized

Job Responsibility

Designs, markets, and implements complex insurance programs on behalf of clients, with primary focus on property and related first-party insurance products
Conducts strategic planning meetings with clients to discuss and recommend risk management programs
Coordinates services between the client and the insurance company and provides day-to-day consulting and client advice
Periodically functions as the overall Engagement Leader or Executive responsible for the account
Delegates to others and responsible for providing leadership and potentially management to ensure all tasks are performed in a satisfactory manner by all involved
Develops knowledge of a client’s business and industry and their specific risk profile
Identifies the client’s exposure to loss and the means to address them
Identifies tolerance to risk retention and service needs and protocols
Leads in the development of a marketing plan to include creation of insurance specifications, timelines, and complete market selections
Negotiates with underwriters on behalf of our clients to develop the best program

What we offer

Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Fulltime

New

Commercial Lines Account Manager

The Commercial Lines Account Manager serves as the primary client contact for an...

Location

United States , San Antonio

Salary:

Not provided

Brown & Brown UK

Expiration Date

Until further notice

Requirements

Property & Casualty license
5+ years’ experience in the industry with a demonstrated ability to explain our capabilities relative to our competitors
Proficient with Microsoft Office Suite
Ability to maintain a high level of confidentiality
Strong oral and written communication skills
Strong attention to detail
Strong time‑management skills
Strong keyboard and PC skills
Knowledge of agency management systems (BenefitPoint, ImageRight, AMS, etc.)
Acceptable results of a Motor Vehicle Record report at the time of hire, and periodically thereafter, and maintenance of minimum acceptable insurance coverages

Job Responsibility

Accurately review and monitor various documents such as certificates of insurance, auto ID cards, binders, audits, endorsements, renewal information request forms, insurance specifications, proposals, contract reviews, etc.
Use discretionary judgement to negotiate commission/fee-based pricing of services
Lead the renewal process by obtaining, directly or indirectly, quotes and claims experience from various carriers
Collaborate with Producers and Marketing to achieve agreed upon goals for new and renewal business marketing
Assist Producers with any new business calls and implementation of new business for newly assigned accounts
Manage complete renewal process on Select business tied to Middle Market accounts as directed by Producers
Act as liaison between producer and client by obtaining exposure and operation updates, receiving renewal applications and ordering appropriate documents needed for renewal
Handle a diverse range of insurance products in the Commercial Lines arena
Submit complete and accurate renewal information to the incumbent carrier(s)
Prepare Insurance Coverage Review documents

What we offer

Medical/Rx
Dental
Vision
Life Insurance
Disability Insurance
ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Free Mental Health & Enhanced Advocacy Services

Fulltime

Route Sales Manager

The Client Route Sales Manager is responsible for the management, support, inven...

Location

United States , Van Horn

Salary:

Not provided

Aramark

Expiration Date

Until further notice

Requirements

Prior Management or supervisory experience preferred
Requires a minimum of 2-4 years of experience in logistics or related tasks
Bachelor’s Degree preferred
Client interaction, communication, organization/time management, multi-tasking and computer skills are critical to the success of this role
The ability to work efficiently and independently
Proficiency in Microsoft Office
specifically, Word, PowerPoint, and Excel

Job Responsibility

Plans, schedules, assigns, and monitors daily attendant assignments to ensure client is serviced by company standards and agreements
Manage and evaluate employees
counsel
promote employee growth, efficiency, morale, and teamwork
Provides pantry attendants with ongoing feedback to include recognition and/or coaching on growth opportunities, performance productivity, service partnerships, safety, equipment operation, and client retention risk
Maintain accurate inventory and receiving on a weekly basis. Including placing orders to ensure we have appropriate inventory levels. Unload and stock daily inventory at customer site. Manage the ordering, delivery and stocking of items at client location, Check and manage data coded products to insure freshness
Communicate with customer's employees about new product interest
Use a laptop computer to manage stocking PAR levels, product orders and client invoicing
Strong sense of urgency and problem-solving skills
Driving profitability and growth of existing client and maintaining the clients total managed volume

Fulltime

Senior Wealth Advisor

The Wealth Relationship Advisor SAFE Act is a seasoned professional role requiri...

Location

United States , Greenburgh

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience
experience in a proactive, successful sales and service role in the financial services industry
strong analytical and financial skills
strong verbal and written communication skills
organized with strong attention to detail
knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
basic understanding of investment and financial planning strategies preferred
must be a self-starter, problem solver and a goal-oriented team player able to work without direction
Securities Industry Essentials – SIE - Active Series 7, 66 (or 63 and 65) licenses
Group 1 insurance

Job Responsibility

build relationships with new clients with the goal of bringing in new bank and brokerage assets
deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills
respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research
master referral opportunities to grow portfolio
refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.)
acquire new clients through converting referral leads
manage client follow-up and adhere to all Regulatory and Compliance operating procedures
ensure that KYC/AML and other compliance norms are strictly adhered to
partner with all roles on branch team to ensure all clients have a positive in-branch experience

What we offer

medical, dental & vision coverage
401(k)
life, accident & disability insurance
wellness programs
paid time off packages including vacation, sick leave, and paid holidays

Fulltime

Production Manager

A Production Manager here at OBE is responsible for many elements of a given pro...

Location

United States , Los Angeles; San Francisco

Salary:

70000.00 - 100000.00 USD / Year

On Board Experiential

Expiration Date

Until further notice

Requirements

BS/BA in Marketing, Business Administration, or related field preferred
Minimum 3 years of direct experience in producing experiential marketing programs and events
Must have BOTH a strong production background and a love for the world of producing killer events
Strong and proven relationships in the experiential and event industry
Branding and Fabrication
Vendors/partners sourcing, selections, and management
Print production from the small to large format scales
Off-the-shelf to fully custom fabrication projects
Utilization of varied substrates and materials
Install and maintenance of inventory

Job Responsibility

Executing the approved production-specific Scope of Work (in part or in whole) in support of client goals and objectives
Being in office, onsite, work-related travel
Collaborating with and management of other producers (internally and externally), production assistants and production coordinators
Managing multiple projects/events simultaneously at various stages of activation
Serve as one of the key production team contacts throughout the project process (through wrap up) with both internal and external teams
Oversee and support the day-to-day production activities including the creation, management and reconciliation of task/timelines, budgets, and overall project quality control
Coordination of internal teams and external crews/vendors
Work closely with internal teams (Account, Design, Creative, Technology, Operations) to ensure the high quality and smooth operation of overall production and that all key deliverables are met to the client’s satisfaction
Manage production-related communications and documentation in an efficient and professional manner, maintaining high standards of quality at all times
Actively share (in-house) knowledge, know-how, learnings, and expertise, with other OBE team members

What we offer

Medical/dental/vision insurance
Employer paid basic life and personal accident insurance
Annual Profit Sharing/Bonus Plan based on the company’s performance and your individual performance
401(k)
Healthcare Flexible Spending Account
Dependent Care Flexible Spending Account
PTO
STD/LTD insurance benefits
Recovery days
Happy hours

Fulltime

Client Manager, Business Insurance Select

myGwork - LGBTQ+ Business Community

Location:
United States , Greensboro

Category:
Insurance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
February 19, 2026

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