field_remote_option

job_industry

field_job_occupational_field_parents_all

job_organization_name

job_upgrade_is_featured

WHO WE ARERelation 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. WHAT WE’RE LOOKING FORThe Senior Account Manager serves as the primary business contact for the client and is responsible for client satisfaction. The person in this position is expected to consistently provide excellent customer service to assigned accounts, as well as represent client needs and goals within the organization to ensure quality. In addition, the Senior Account Manager will build relationships with clients to encourage new and repeat business opportunities.A GLIMPSE INTO YOUR DAY<ul> <li>Serves as a client advocate and the primary point of contact for assigned accounts.</li> <li>Develops professional business relationships with client and understands the client’s core business.</li> <li>Manages client expectations, service commitments, and anticipates needs of the client.</li> <li>Quickly identifies and resolves complex client issues.</li> <li>Follows through on participant claims resolution matters with carriers and inquiries not immediately resolved.</li> <li>On behalf of the client, conducts research on insurance carrier billing issues.</li> <li>Manages open enrollment and prepares presentation materials, employee handouts, and other informational tools for client meetings. Provides training sessions during in-person or remote group meetings.</li> <li>Manages the Request for Proposal (RFP) process by compiling health benefits information from a variety of sources, responses from the carriers, and reviews the transparency documents maintains all appropriate documents in proper files.</li> <li>Analyzes vendor renewals by checking carrier or vendor's plan rates for reasonableness and by analyzing claims and enrollment data, trend rates, administrative expenses and other charges.</li> <li>Creates client presentations using Excel and PowerPoint to summarize client data obtained from vendors or Relation consultants.</li> <li>Develops benchmarking reports by gathering health benefits data to compare a client's plan information) to other companies by industry or geography and provides the information to the client.</li> <li>Gathers necessary data from the vendor or client; reviews to ensure it is complete, accurate, and reasonable. Prepares data for use in basic or advanced financial analyses or valuations.</li> <li>Assists consulting team with valuing medical, dental and prescription drug plan designs by entering plan design information to develop the relative cost differences between plan designs, in order to compare the client's current plan to alternative designs.</li> <li>Assists consulting team to develop employee contributions scenarios by entering current employee medical contribution data into an Excel spreadsheet and projecting contributions to the next plan year, taking into account the cost-sharing goals of the client.</li> <li>Reviews external vendor contracts, summary plan documents and employee communications to ensure alignment with client expectations and legal requirements.</li> <li>Reviews Summary Plan Descriptions (SPD) from the carrier and compares it to the client's benefits for accuracy; follows up with the carriers to make any necessary changes are made.</li> <li>Understands and demonstrates project management and consulting skills.</li> <li>Develops employee communication materials such as benefit brochures, open enrollment presentations, employee memos, etc.</li> <li>Recommends process improvements as needed.</li> <li>Performs other projects, duties, and tasks, as assigned.</li> </ul>WHAT SUCCESS LOOKS LIKE IN THIS ROLE<ul> <li>A Life Accident &amp; Health License from state of domicile is required and must be maintained.</li> <li>Advanced professional designation highly desirable (e.g. CEBS, CBP, etc.).</li> <li>High School Diploma or equivalent required. Four-year degree preferred.</li> <li>Minimum 5 years’ account management experience in the insurance industry with a focus on Accident and Health lines of coverage is required.</li> <li>In-depth understanding of the lines of coverage for employee benefit plans: medical, dental, life, long-term disability (LTD), short-term disability (STD), accidental death and dismemberment (AD&amp;D), vision, etc.</li> <li>Strong knowledge of the rules and regulations associated with HIPAA, COBRA, Health Care Reform and all other legislation and compliance related areas to Group Health programs.</li> <li>(California-Only) In-depth understanding of AB1672 and Small group regulations.</li> <li>(California-Only) Required to participate in the process of identifying and selecting General Agents. Must have knowledge of the services that California General Agents provide and be able to utilize General Agents to the maximum capacity.</li> <li>Must understand R.A.F. (Risk Adjustment Factor) and the components to how rates are created, maintained and delivered on new business and renewals.</li> <li>Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.</li> <li>Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications, such as online benefit enrollment programs and carrier enrollment sites.</li> <li>Ability to work independently with limited daily supervision and to work effectively in a team environment.</li> <li>Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.</li> </ul>WHY CHOOSE RELATION?<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>.Note: The above is not all encompassing of the full position description. Relation Insurance Inc. 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. 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. 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. .$53,987.00 - $108,687.00

Relation Insurance

Senior Account Manager - Employee Benefits

CBRE

Business Intelligence Manager

<h3> Position Summary </h3> Are you an expert in Federal Acquisition Regulations with a knack for handling complex and strategic contractual matters? Join our team as a Federal Acquisition Specialist, where you'll serve as a trusted advisor on all facets of Federal pre and post contract award activities. Your expertise will shape win strategies, support strategic contract negotiations, and lead projects to successful completion. With your analytical skills and persuasive communication, you'll advise leadership on emerging acquisition topics and ensure complex contracts are understood and inform team strategy. Apply now to make a significant impact on our Federal Acquisition strategy! Recruiting for this role ends on May 2nd, 2025. Work you’ll do: As a domain expert on strategic acquisition topics related to federal contracts, you will guide and coordinate contractual aspects of pursuit strategy and proposal development through award for assigned opportunities. You will independently review complex contract actions, develop tactical action plans, and monitor your portfolio to identify risks and opportunities. Managing your workload will ensure timely project completion and accurate deliverables. Collaboration with support teams will address complex contracts administration and proposal challenges. You will track and communicate key issues, risks, and opportunities, and may negotiate complex contracts and agreements. Sharing lessons learned will facilitate knowledge sharing within the team and organization. Required Skills: <ul> <li>Demonstrated proficiency with MS Outlook, Excel, and PowerPoint</li> <li>Strong consultative and communication skills</li> <li>Command knowledge of Federal Contracting regulations</li> <li>Ability to operate in a demanding executive-level environment</li> <li>Demonstrated ability to lead and work effectively collaboratively with teams</li> <li>Expertise in supporting alternative acquisition approaches (OTA, CSOs, SBIR, STTR, etc.)</li> <li>10+ years of relevant contract experience</li> <li>Command knowledge of the Federal Acquisition Lifecycle</li> <li>Demonstrated ability to lead and influence teams</li> <li>Bachelor’s Degree</li> <li>Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve</li> <li>Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future</li> </ul> Preferred Experience: <ul> <li>Extensive knowledge of the TechFAR</li> <li>Proven ability to utilize emerging technologies (e.g., Artificial Intelligence, Machine Learning) to enhance procurement processes</li> <li>Advanced Degree or relevant Certificate</li> <li>Strong track record of working effectively and collaboratively with teams</li> <li>Direct supervisory experience managing a team of 3 or more</li> <li>Experience in leveraging emerging technologies to drive business process improvements</li> <li>NCMA certifications such as CFCM, CCCM, or CPCM</li> </ul> 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 Deloitte, 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 $102,500-$188,900 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. Information for applicants with a need for accommodation: [1] <a href="https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html" target="_blank">https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-as…</a> Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. <a href="https://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html" target="_blank">Check out recruiting tips from Deloitte recruiters.</a> Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. <a href="https://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html" target="_blank">Learn more about what working at Deloitte can mean for you.</a> Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/purpose-at-deloitte-us.html" target="_blank">Learn more about Deloitte's purpose, commitments, and impact.</a> Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

Deloitte

Contracts Market Growth, Sr. Manager

<h3> Position Summary </h3> CPQ Consultant Customer is creating a new model for a new age-we’re an agency and a consultancy. Understanding the digital space and preparing for what’s next is at our core. We help clients reimagine how profits are made, how relationships are created and managed; we reshape how work gets done, and rewire the competitive fabric of entire industries. That’s the power of driving disruption. That’s Customer. Work you’ll do As a Consultant at Deloitte works within an engagement team and is responsible for identifying business requirements, requirements management, functional design, user story development, prototyping, process design (including scenario design, flow mapping), testing, training, defining support procedures, leading work streams and supporting implementations. Recruiting for this role ends on 5/30/2025. The Team The Sales and Service team focuses on designing and implementing sales and service experiences, capabilities, and architectures to bring customer strategies to life. Our ambition is to be the best in the world at driving customer transformation through the development of clever commercial strategies, distinctive experiences, and the application of digital technologies. We help make the “creative digital consultancy” real and in doing so, make new markets. Professionals will serve our clients through the following types of work: <ul> <li>Customer Operations | enables different capabilities throughout Lead to Fulfillment life cycle, we are closely aligned in assisting clients in providing a high-quality customer experience and executing efficient processes</li> <li>Sales Excellence &amp; Service Excellence | Integrate the latest technologies with leading-edge strategies, insights, experiences, and talent to enable outstanding customer service</li> <li>Salesforce | Deloitte unleashes the powerful Salesforce platform for our clients to drive the best possible outcomes and redefine engagement. We innovate like never before by creatively using technology to help enhance digital customer and employee experiences for our clients</li> </ul> Required Qualifications <ul> <li>A Bachelor’s degree</li> <li>Three plus years consulting and/or Lead to- Cash (CPQ/ CLM) implementation experience</li> <li>At least four full-lifecycle CPQ projects, with strong implementation expertise in at least two of the following technologies: Conga CPQ and CLM, Salesforce CPQ &amp; billing, Vlocity CPQ</li> </ul> <ul> <li>Ability to travel at least 50% of the time on average based on the work you do and the clients and industry/ sectors you serve.</li> <li>Limited immigration sponsorship may be available</li> </ul> Preferred <ul> <li>Salesforce or Apttus CPQ certified</li> </ul> <ul> <li>An advanced degree in the area of specialization</li> <li>Experience defining systems strategy, road-map, developing process flow diagrams, developing systems requirements, designing and prototyping, testing, training, defining support procedures, and implementing practical business solutions.</li> <li>Experience implementing other CRM platforms (SAP CRM, Oracle, Salesforce.com, Microsoft Dynamics, etc.) or CPQ/CLM technologies (Oracle, Salesforce, Conga, , etc.)</li> <li>Strong problem solving and troubleshooting skills with the ability to exercise mature judgment</li> </ul> Information for applicants with a need for accommodation: <a href="https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html" target="_blank">https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html</a> 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 Deloitte, 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 $97,875 to $163,125. #Customer_US #SS_US How you’ll grow At Deloitte, our professional development plan focuses on helping people at every level of their career to identify and use their strengths to do their best work every day. From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to help sharpen skills in addition to hands-on experience in the global, fast-changing business world. From on-the-job learning experiences to formal development programs at Deloitte University, our professionals have a variety of opportunities to continue to grow throughout their career. <a href="https://zoomforth.com/s/deloitte/du#home" target="_blank">Explore Deloitte University, The Leadership Center.</a> Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. <a href="http://www2.deloitte.com/us/en/careers/life-at-deloitte.html?icid=top_life-at-deloitte" target="_blank">Learn more about what working at Deloitte can mean for you.</a> Deloitte’s culture Our positive and supportive culture encourages our people to do their best work every day. We celebrate individuals by recognizing their uniqueness and offering them the flexibility to make daily choices that can help them to be healthy, centered, confident, and aware. We offer well-being programs and are continuously looking for new ways to maintain a culture where our people excel and lead healthy, happy lives. <a href="http://www2.deloitte.com/us/en/careers/life-at-deloitte.html?icid=top_life-at-deloitte" target="_blank">Learn more about Life at Deloitte.</a> Corporate citizenship Deloitte is led by a purpose: to make an impact that matters. This purpose defines who we are and extends to relationships with our clients, our people and our communities. We believe that business has the power to inspire and transform. We focus on education, giving, skill-based volunteerism, and leadership to help drive positive social impact in our communities. <a href="http://www2.deloitte.com/us/en/pages/about-deloitte/articles/deloitte-corporate-citizenship.html" target="_blank">Learn more about Deloitte’s impact on the world.</a> Recruiter tips We want job seekers exploring opportunities at Deloitte to feel prepared and confident. To help you with your interview, we suggest that you do your research: know some background about the organization and the business area you’re applying to. <a href="http://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html" target="_blank">Check out recruiting tips from Deloitte professionals.</a> Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. <a href="https://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html" target="_blank">Check out recruiting tips from Deloitte recruiters.</a> Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. <a href="https://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html" target="_blank">Learn more about what working at Deloitte can mean for you.</a> Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/purpose-at-deloitte-us.html" target="_blank">Learn more about Deloitte's purpose, commitments, and impact.</a> Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

Salesforce CPQ Consultant

About the role: We are looking for a Partner Enablement Manager to join our partner team to support our evolving partner ecosystem. You will do this by collaborating with the Blackbaud internal teams to develop, execute, optimize, and assess enablement programs to raise awareness and educate our partners about our programs, solutions, services, and initiatives to drive partner success and contribute to overall business growth. What you'll do: <ul> <li>Responsible for ensuring effective collaboration with our partners by planning, creating, coordinating, monitoring and implementing enablement activities to maximize partner engagement. </li> <li>Ability to translate partner business outcomes to create and develop learning curriculums and plan partner events </li> <li>Create content and deliverables that advance key enablement initiatives (training, content/enablement, guidance documents, templates and FAQs) </li> <li>Develop, manage and execute tactical communications plans and calendars for webinars and events, newsletters, emails, partner town halls, and partner summit </li> <li>Manage partner logistics and coordination for Blackbaud Go-To-Market initiatives, programs or events (on-site and virtual) </li> <li>Evangelize programs, solutions and capabilities clearly articulating value proposition while fostering proactive engagement </li> <li>Evaluate current content and work with stakeholders to update and/or create content for distribution and training, product tours, consumable deliverables. </li> <li>Collaborate with subject matter experts to develop and review enablement and training materials, and proactively identify and work with additional expert resources who can address content gaps </li> <li>Alignment with Partner Enablement Manager counterpart and Partner Operations</li> <li>Orchestrate with product management, customer success, and marketing teams to capture mindshare and translate to increased partner influenced revenue</li> <li>Manage regular cross-functional calls to report on and drive progress on all project deliverables</li> <li>Manage reporting requirements and KPIs for all programs and provide results on a regular basis</li> <li>Define, execute, raise awareness, and continually evaluate the placement of all information communicated through identified channels ensuring effectiveness and knowledge transfer. </li> </ul> What you'll bring: <ul> <li>3-5 years Partner Enablement experience (preferably in tech/SaaS) </li> <li>Experience in a channel sales environment is highly desirable with a strong understanding of partner ecosystems and channel sales models. </li> <li>Ability to be strategic while executing tactically </li> <li>Experience with learning management systems (LMS) and partner portals </li> <li>Proven success scoping, designing and implementing strategic enablement initiatives training </li> <li>Excellent presentations/training facilitation skills and ability to be creative in messaging </li> <li>Ability to establish and build close working relationships (internally and externally)</li> <li>Entrepreneurial mind set, self-starter and ability to drive outcomes</li> <li>Strong collaborator and multi-tasker with personal credibility and influencing skills</li> <li>Willingness to work in a dynamic environment – willingness to work virtually</li> <li>Team-oriented planner and decision-maker </li> </ul> Stay up to date on everything Blackbaud, follow us on <a href="http://bit.ly/FollowUsLI" target="_blank">Linkedin</a>, <a href="http://bit.ly/2xn65ez" target="_blank">Twitter</a>, <a href="https://www.instagram.com/blackbaud/" target="_blank">Instagram</a>, <a href="http://bit.ly/2yNWNJH" target="_blank">Facebook</a> and <a href="https://bit.ly/BLKBYouTube" target="_blank">YouTube ​</a>Blackbaud is a remote-first company which embraces a flexible remote work culture. Blackbaud supports hiring and career development for all roles from the location you are in today!Blackbaud is proud to be an equal opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, physical or mental disability, age, or veteran status or any other basis protected by federal, state, or local law.To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.A notice to candidates: Recruitment Fraudulent Alert: Your personal information and online safety as a candidate mean a lot to us! At Blackbaud and our portfolio of companies, recruiters only direct candidates to apply through our official careers page at <a href="https://careers.blackbaud.com/us/en" target="_blank">https://careers.blackbaud.com/us/en</a> or our official LinkedIn page. Recruiters will never request payments, ask for financial account information or sensitive information like social security numbers, or conduct interviews via Skype. Anyone suggesting otherwise is not a representative of Blackbaud. If you are unsure if a message is from Blackbaud, please email <a href="#">blackbaudrecruiting@blackbaud.com</a>. The starting base pay is $101,900.00 to $132,800.00. Blackbaud may pay more or less based on employee qualifications, market value, Company finances, and other operational considerations.Benefits Include:<ul> <li>Medical, dental, and vision insurance</li> <li>Remote-first workforce</li> <li>401(k) program with employer match</li> <li>Flexible paid time off</li> <li>Generous Parental Leave</li> <li>Volunteer for vacation</li> <li>Opportunities to connect to build community and belonging</li> <li>Pet insurance, legal and identity protection</li> <li>Tuition reimbursement program</li> </ul>

Blackbaud

Partner Enablement Manager

<h2>WHO WE ARE</h2> 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. <h2>WHAT WE’RE LOOKING FOR</h2> The Account Manager manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans. The Account Manager has full binding authority with various insurance companies and remains knowledgeable of advances in the insurance business as well as stays abreast of the types of insurance products available. A GLIMPSE INTO YOUR DAY <ul> <li>Serves as the main point of contact for the clients, addressing inquiries, providing guidance on appropriate coverage changes and contractual requirements, and educating clients on policy exclusions and exposures</li> <li>Partners in the strategic development of insurance plans tailored to client needs.</li> <li>Acts as field underwriter and authorized representative of the insurance carriers to assess and bind coverage as appropriate.</li> <li>Strategically manages the remarketing of renewals to ensure high account retention rates.</li> <li>Oversees the preparation of client proposals, including submissions, loss evaluations, and risk analyses, ensuring timely and accurate quotations and policies. Communicates various billing and invoicing options.</li> <li>Prepares comprehensive summaries of insurance and schedules, accurately producing binders, certificates, policies, endorsements, and other related documents to support client needs.</li> <li>Assists clients in submitting first reports of claims by obtaining adjusters and/or arranging a visit from a member of the claims team. Facilitates the prompt response from carriers and their staff in order to expedite claim settlements.</li> <li>Conducts thorough policy reviews during renewals and audits, verifying accuracy and ensuring necessary corrections are executed. Proactively communicates significant audit discrepancies to clients and determines further action.</li> <li>Reviews cancellation requests, determining reasons and attempting to retain client accounts while maintaining the company’s financial integrity.</li> <li>Stays informed about industry developments, new products, legislation, coverage options, and technological advancements to continuously enhance knowledge, performance, and client services.</li> <li>Recommends process improvements as needed.</li> <li>Quickly identifies and resolves complex client service issues.</li> <li>Performs other projects, duties, and tasks, as assigned.</li> </ul> WHAT SUCCESS LOOKS LIKE IN THIS ROLE <ul> <li>A Property and Casualty License from state of domicile is required and must be maintained with preference given to individuals who have insurance designations (e.g. AINS, CIC, CPCU, ARM).</li> <li>High school diploma or equivalent required. Four-year degree preferred.</li> <li>Minimum 5 years account management experience in the insurance industry with a focus on commercial lines of coverage is required.</li> <li>Bilingual (Spanish/English) a plus or a must in some locations.</li> <li>Strong analytical and mathematical skills.</li> <li>Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions.</li> <li>In-depth understanding of advanced commercial lines of coverage with the ability to advise clients concerning their complex insurance needs.</li> <li>Excellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.</li> <li>Proficient skills in Microsoft Office (primarily Excel and Word). Must be computer literate with the ability to learn new software applications.</li> <li>Intermediate to advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.</li> <li>Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.</li> </ul> WHY CHOOSE RELATION? <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> .Note: The above is not all encompassing of the full position description. Relation Insurance Inc. 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. 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. 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. .$43,000.00 - $93,000.00

6 Sales & Business Development Jobs in Charlotte, NC, USA