About Cognizant Cognizant is one of the world's leading professional services companies, helping clients become data-enabled and data-driven in the digital era. Our industry-based, consultative approach helps companies evolve into modern businesses. By leading clients in using technologies crucial to modern enterprises such as IoT, artificial intelligence, digital engineering & cloud, we enable new business and operating models that unlock new value in markets around the world. Cognizant's unwavering focus on our clients is led by over 350,000 associates, who deliver services and solutions tailored to specific industries and the outstanding needs of the organizations we serve. Overview Client Relationship Managers are key contributors to the commercial side of Cognizant's IT and Consulting Business. They support the Client Partner and act as business owners for assigned accounts, leading the day-to-day activities and P&L of these accounts. The Healthcare Payer CRM works with delivery teams to enhance backlog, optimizing the resource mix and navigating scope changes to ensure client expectations are met. They work towards establishing a positive client experience. A CRM's shared measures are margin, revenue, client satisfaction & employee retention. CRM role-specific measures are renewal win rates, revenue, and margin. Cognizant Technology Solutions is currently seeking a highly skilled Healthcare Payer Client Relationship Manager (Associate Director) who will be responsible for a growing payer client in the Northeastern United States. Client Relationship Managers play a key role in our growth and are tasked with rapid business expansion within their assigned account(s), including managing business development and delivery objectives, top and bottom-line P&L, customer satisfaction, and the overall Account relationship for one or more key account(s). The qualified candidate must live within a daily commutable distance to Owings Mills, Maryland to be at the client location 4 to 5 days per week. Key Responsibilities Balance business development and sales responsibilities and be responsible for managing high quality delivery while developing strategies and tactics for further penetrating the account and cross-selling Cognizant's emerging services. Drive profitable growth of the account relationship. through identifying and overseeing the closure of new, renewal, and expansion opportunities. Understand the customer's specific business needs and apply service/ process knowledge to meet those needs, additionally, to identify critical initiatives that help the client's business to achieve their goals. Works to grow the client relationship by identifying new business opportunities. Build and maintain relationships across various levels in the client organization, build a partner map to position the team and management. Have regular meetings and interface with the customer decision makers and influencers. Collaborate with multiple service lines, innovation teams and business teams in Cognizant to formulate a business plan and execute it for the account relationship. Actively drive execution of the innovation agenda for the portfolio. Be actively involved in deal reviews, developing solutions, proposal responses, creating an executive summary for the proposal, and ensure timely submission with appropriate internal approvals. Identify and forge partnerships and tap into existing alliance partnerships of Cognizant to grow the account. End-to-end management of the account operations including account forecasting, budgeting, and overall P&L. Manage accountability against Measurable Revenue/Profit Growth within set timelines. Focus on developing a plan on increasing the visibility of Cognizant in the account and in the industry. The qualified candidate must live within a daily commutable distance to Owings Mills, MD to be in the office 3 to 4 days per week and must be able to drive to other locations in the region as needed for business. Required Experience 15+ years of experience in a client facing role or account leadership role in the IT professional services or management consulting firm Experience of leading diverse teams, experience of cultivating and collaborating in a multi-cultural environment Strong knowledge of US healthcare, the associated technology landscape and trends A strong performance track record of managing different portfolios ranging from sales, new sales, programs and existing annuity business A strong relationship-oriented bent of mind, demonstrated capabilities in building and sustaining relationships Strategic thinking and confidence and ability to plan and stay the course Must be able to navigate a large organization, work in a multi-dimensional matrix and have the power of persuasion through content and confidence Strong executive presence and gravitas MBA or bachelor's degree OR equivalent combination of education, training, and experience. Preferred Experience The candidate must bring in experience, insight, and credibility in the US Healthcare Payer domain The candidate must be able to work in a dynamic, entrepreneurial environment Experience of leading and closing large deals in managed services (multi-million $ and multi-year contracts) Top Reasons to Join Our Team Excellent compensation/benefits. A strong financial incentive package that includes a solid base salary with a highly attractive commission's plan. Further incentives include award programs, club trips, and excellent benefits package. Wide exposure to industry, product, and functional standard methodologies; as well as outstanding teams supporting your sales pursuits. Encouraging management team that rewards initiative & success. Exciting, industry leading practice where you can truly build a long-term career. Congenial, collaborative, and goal-oriented environment; the opportunity to work with and learn from a highly experienced team of business professionals. Tremendous opportunities for growth with a real career path promoting career advancement. Salary and Other Compensation: The BASE SALARY for this position $165,000 - $175,000 + Annual Target Bonus of 30%. Benefits Cognizant offers the following benefits for this position, subject to applicable eligibility requirements: Medical/Dental/Vision/Life Insurance Paid holidays plus Paid Time Off 401(k) plan and contributions Long-term/Short-term Disability Paid Parental Leave Employee Stock Purchase Plan Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, based on applicable law. A Good fit for the Cognizant culture A person who possesses a true passion for changing organizations for the better, and desires to do so within a goal, yet professional atmosphere filled with business professionals who all manifest a belief in partnership, innovation, and excellence. Our "Cultural Value Drivers" are well-known and clearly communicated within the organization: Open, Visible, Motivated, Empowered, Opportunity-Filled, Flexible & Collaborative. Work Authorization Must be legally authorized to work in the United States without the need for employer sponsorship, now or any time in the future.
12/07/2025
Full time
About Cognizant Cognizant is one of the world's leading professional services companies, helping clients become data-enabled and data-driven in the digital era. Our industry-based, consultative approach helps companies evolve into modern businesses. By leading clients in using technologies crucial to modern enterprises such as IoT, artificial intelligence, digital engineering & cloud, we enable new business and operating models that unlock new value in markets around the world. Cognizant's unwavering focus on our clients is led by over 350,000 associates, who deliver services and solutions tailored to specific industries and the outstanding needs of the organizations we serve. Overview Client Relationship Managers are key contributors to the commercial side of Cognizant's IT and Consulting Business. They support the Client Partner and act as business owners for assigned accounts, leading the day-to-day activities and P&L of these accounts. The Healthcare Payer CRM works with delivery teams to enhance backlog, optimizing the resource mix and navigating scope changes to ensure client expectations are met. They work towards establishing a positive client experience. A CRM's shared measures are margin, revenue, client satisfaction & employee retention. CRM role-specific measures are renewal win rates, revenue, and margin. Cognizant Technology Solutions is currently seeking a highly skilled Healthcare Payer Client Relationship Manager (Associate Director) who will be responsible for a growing payer client in the Northeastern United States. Client Relationship Managers play a key role in our growth and are tasked with rapid business expansion within their assigned account(s), including managing business development and delivery objectives, top and bottom-line P&L, customer satisfaction, and the overall Account relationship for one or more key account(s). The qualified candidate must live within a daily commutable distance to Owings Mills, Maryland to be at the client location 4 to 5 days per week. Key Responsibilities Balance business development and sales responsibilities and be responsible for managing high quality delivery while developing strategies and tactics for further penetrating the account and cross-selling Cognizant's emerging services. Drive profitable growth of the account relationship. through identifying and overseeing the closure of new, renewal, and expansion opportunities. Understand the customer's specific business needs and apply service/ process knowledge to meet those needs, additionally, to identify critical initiatives that help the client's business to achieve their goals. Works to grow the client relationship by identifying new business opportunities. Build and maintain relationships across various levels in the client organization, build a partner map to position the team and management. Have regular meetings and interface with the customer decision makers and influencers. Collaborate with multiple service lines, innovation teams and business teams in Cognizant to formulate a business plan and execute it for the account relationship. Actively drive execution of the innovation agenda for the portfolio. Be actively involved in deal reviews, developing solutions, proposal responses, creating an executive summary for the proposal, and ensure timely submission with appropriate internal approvals. Identify and forge partnerships and tap into existing alliance partnerships of Cognizant to grow the account. End-to-end management of the account operations including account forecasting, budgeting, and overall P&L. Manage accountability against Measurable Revenue/Profit Growth within set timelines. Focus on developing a plan on increasing the visibility of Cognizant in the account and in the industry. The qualified candidate must live within a daily commutable distance to Owings Mills, MD to be in the office 3 to 4 days per week and must be able to drive to other locations in the region as needed for business. Required Experience 15+ years of experience in a client facing role or account leadership role in the IT professional services or management consulting firm Experience of leading diverse teams, experience of cultivating and collaborating in a multi-cultural environment Strong knowledge of US healthcare, the associated technology landscape and trends A strong performance track record of managing different portfolios ranging from sales, new sales, programs and existing annuity business A strong relationship-oriented bent of mind, demonstrated capabilities in building and sustaining relationships Strategic thinking and confidence and ability to plan and stay the course Must be able to navigate a large organization, work in a multi-dimensional matrix and have the power of persuasion through content and confidence Strong executive presence and gravitas MBA or bachelor's degree OR equivalent combination of education, training, and experience. Preferred Experience The candidate must bring in experience, insight, and credibility in the US Healthcare Payer domain The candidate must be able to work in a dynamic, entrepreneurial environment Experience of leading and closing large deals in managed services (multi-million $ and multi-year contracts) Top Reasons to Join Our Team Excellent compensation/benefits. A strong financial incentive package that includes a solid base salary with a highly attractive commission's plan. Further incentives include award programs, club trips, and excellent benefits package. Wide exposure to industry, product, and functional standard methodologies; as well as outstanding teams supporting your sales pursuits. Encouraging management team that rewards initiative & success. Exciting, industry leading practice where you can truly build a long-term career. Congenial, collaborative, and goal-oriented environment; the opportunity to work with and learn from a highly experienced team of business professionals. Tremendous opportunities for growth with a real career path promoting career advancement. Salary and Other Compensation: The BASE SALARY for this position $165,000 - $175,000 + Annual Target Bonus of 30%. Benefits Cognizant offers the following benefits for this position, subject to applicable eligibility requirements: Medical/Dental/Vision/Life Insurance Paid holidays plus Paid Time Off 401(k) plan and contributions Long-term/Short-term Disability Paid Parental Leave Employee Stock Purchase Plan Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, based on applicable law. A Good fit for the Cognizant culture A person who possesses a true passion for changing organizations for the better, and desires to do so within a goal, yet professional atmosphere filled with business professionals who all manifest a belief in partnership, innovation, and excellence. Our "Cultural Value Drivers" are well-known and clearly communicated within the organization: Open, Visible, Motivated, Empowered, Opportunity-Filled, Flexible & Collaborative. Work Authorization Must be legally authorized to work in the United States without the need for employer sponsorship, now or any time in the future.
Overview Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. They support the Client Partner and act as business owners for assigned accounts, leading the day-to-day activities and P&L of these accounts. The CRM works with delivery teams to enhance backlog, optimizing the resource mix and navigating scope changes to ensure client expectations are met. They work towards establishing a positive client experience. A CRM's shared measures are margin, revenue, client satisfaction & employee retention. CRM role-specific measures are renewal win rates, revenue, and margin. Cognizant Technology Solutions is currently seeking a highly skilled Client Relationship Manager who will be responsible for growing the payer clients in the Minneapolis, MN area. Client Relationship Managers play a key role in our growth and are tasked with rapid business expansion within their assigned account(s), including managing business development and delivery objectives, top and bottom-line P&L, customer satisfaction, and the overall Account relationship for one or more key account(s). The qualified candidate must live within a daily commutable distance to the client location in the Minneapolis area to be in the office 5 days per week. Key Responsibilities Balance business development and sales responsibilities and be responsible for managing high quality delivery while developing strategies and tactics for further penetrating the account and cross-selling Cognizant's emerging services. Drive profitable growth of the account relationship. through identifying and overseeing the closure of new, renewal, and expansion opportunities. Understand the customer's specific business needs and apply service/ process knowledge to meet those needs, additionally, to identify critical initiatives that help the client's business to achieve their goals. Works to grow the client relationship by identifying new business opportunities. Build and maintain relationships across various levels in the client organization, build a partner map to position the team and management. Have regular meetings and interface with the customer decision makers and influencers. Collaborate with multiple service lines, innovation teams and business teams in Cognizant to formulate a business plan and execute it for the account relationship. Actively drive execution of the innovation agenda for the portfolio. Be actively involved in deal reviews, developing solutions, proposal responses, creating an executive summary for the proposal, and ensure timely submission with appropriate internal approvals. Identify and forge partnerships and tap into existing alliance partnerships of Cognizant to grow the account. End-to-end management of the account operations including account forecasting, budgeting, and overall P&L. Manage accountability against Measurable Revenue/Profit Growth within set timelines. Focus on developing a plan on increasing the visibility of Cognizant in the account and in the industry. The qualified candidate must live within a daily commutable distance to Chicago Illinois to be in the office 4 to 5 days per week and must be able to drive to other locations in the region as needed for business. Very limited air travel required. Required Experience 15+ years of experience in a client facing role or account leadership role in the IT professional services or management consulting firm Experience of leading diverse teams, experience of cultivating and collaborating in a multi-cultural environment Strong knowledge of US healthcare, the associated technology landscape and trends A strong performance track record of managing different portfolios ranging from sales, new sales, programs and existing annuity business A strong relationship-oriented bent of mind, demonstrated capabilities in building and sustaining relationships Strategic thinking and confidence and ability to plan and stay the course Must be able to navigate a large organization, work in a multi-dimensional matrix and have the power of persuasion through content and confidence Strong executive presence and gravitas MBA or bachelor's degree OR equivalent combination of education, training, and experience. Preferred Experience The candidate must bring in experience, insight, and credibility in the US Healthcare Payer domain The candidate must be able to work in a dynamic, entrepreneurial environment Experience of leading and closing large deals in managed services (multi-million $ and multi-year contracts) Top Reasons to Join Our Team Excellent compensation/benefits. A strong financial incentive package that includes a solid base salary with a highly attractive bonus plan. Further incentives include award programs, club trips, and excellent benefits package. Wide exposure to industry, product, and functional standard methodologies; as well as outstanding teams supporting your sales pursuits. Encouraging management team that rewards initiative & success. Exciting, industry leading practice where you can truly build a long-term career. Congenial, collaborative, and goal-oriented environment; the opportunity to work with and learn from a diverse, highly experienced team of business professionals. Tremendous opportunities for growth with a real career path promoting career advancement. Salary and Other Compensation: The BASE SALARY for this position $140,000 - $175,000 + Annual Target Bonus of 30%. Benefits Cognizant offers the following benefits for this position, subject to applicable eligibility requirements: Medical/Dental/Vision/Life Insurance Paid holidays plus Paid Time Off 401(k) plan and contributions Long-term/Short-term Disability Paid Parental Leave Employee Stock Purchase Plan Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, based on applicable law. A Good fit for the Cognizant culture A person who possesses a true passion for changing organizations for the better, and desires to do so within a goal, yet professional atmosphere filled with business professionals who all manifest a belief in partnership, innovation, and excellence. Our "Cultural Value Drivers" are well-known and clearly communicated within the organization: Open, Visible, Motivated, Empowered, Opportunity-Filled, Flexible & Collaborative. Work Authorization Must be legally authorized to work in the United States without the need for employer sponsorship, now or any time in the future.
12/07/2025
Full time
Overview Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. They support the Client Partner and act as business owners for assigned accounts, leading the day-to-day activities and P&L of these accounts. The CRM works with delivery teams to enhance backlog, optimizing the resource mix and navigating scope changes to ensure client expectations are met. They work towards establishing a positive client experience. A CRM's shared measures are margin, revenue, client satisfaction & employee retention. CRM role-specific measures are renewal win rates, revenue, and margin. Cognizant Technology Solutions is currently seeking a highly skilled Client Relationship Manager who will be responsible for growing the payer clients in the Minneapolis, MN area. Client Relationship Managers play a key role in our growth and are tasked with rapid business expansion within their assigned account(s), including managing business development and delivery objectives, top and bottom-line P&L, customer satisfaction, and the overall Account relationship for one or more key account(s). The qualified candidate must live within a daily commutable distance to the client location in the Minneapolis area to be in the office 5 days per week. Key Responsibilities Balance business development and sales responsibilities and be responsible for managing high quality delivery while developing strategies and tactics for further penetrating the account and cross-selling Cognizant's emerging services. Drive profitable growth of the account relationship. through identifying and overseeing the closure of new, renewal, and expansion opportunities. Understand the customer's specific business needs and apply service/ process knowledge to meet those needs, additionally, to identify critical initiatives that help the client's business to achieve their goals. Works to grow the client relationship by identifying new business opportunities. Build and maintain relationships across various levels in the client organization, build a partner map to position the team and management. Have regular meetings and interface with the customer decision makers and influencers. Collaborate with multiple service lines, innovation teams and business teams in Cognizant to formulate a business plan and execute it for the account relationship. Actively drive execution of the innovation agenda for the portfolio. Be actively involved in deal reviews, developing solutions, proposal responses, creating an executive summary for the proposal, and ensure timely submission with appropriate internal approvals. Identify and forge partnerships and tap into existing alliance partnerships of Cognizant to grow the account. End-to-end management of the account operations including account forecasting, budgeting, and overall P&L. Manage accountability against Measurable Revenue/Profit Growth within set timelines. Focus on developing a plan on increasing the visibility of Cognizant in the account and in the industry. The qualified candidate must live within a daily commutable distance to Chicago Illinois to be in the office 4 to 5 days per week and must be able to drive to other locations in the region as needed for business. Very limited air travel required. Required Experience 15+ years of experience in a client facing role or account leadership role in the IT professional services or management consulting firm Experience of leading diverse teams, experience of cultivating and collaborating in a multi-cultural environment Strong knowledge of US healthcare, the associated technology landscape and trends A strong performance track record of managing different portfolios ranging from sales, new sales, programs and existing annuity business A strong relationship-oriented bent of mind, demonstrated capabilities in building and sustaining relationships Strategic thinking and confidence and ability to plan and stay the course Must be able to navigate a large organization, work in a multi-dimensional matrix and have the power of persuasion through content and confidence Strong executive presence and gravitas MBA or bachelor's degree OR equivalent combination of education, training, and experience. Preferred Experience The candidate must bring in experience, insight, and credibility in the US Healthcare Payer domain The candidate must be able to work in a dynamic, entrepreneurial environment Experience of leading and closing large deals in managed services (multi-million $ and multi-year contracts) Top Reasons to Join Our Team Excellent compensation/benefits. A strong financial incentive package that includes a solid base salary with a highly attractive bonus plan. Further incentives include award programs, club trips, and excellent benefits package. Wide exposure to industry, product, and functional standard methodologies; as well as outstanding teams supporting your sales pursuits. Encouraging management team that rewards initiative & success. Exciting, industry leading practice where you can truly build a long-term career. Congenial, collaborative, and goal-oriented environment; the opportunity to work with and learn from a diverse, highly experienced team of business professionals. Tremendous opportunities for growth with a real career path promoting career advancement. Salary and Other Compensation: The BASE SALARY for this position $140,000 - $175,000 + Annual Target Bonus of 30%. Benefits Cognizant offers the following benefits for this position, subject to applicable eligibility requirements: Medical/Dental/Vision/Life Insurance Paid holidays plus Paid Time Off 401(k) plan and contributions Long-term/Short-term Disability Paid Parental Leave Employee Stock Purchase Plan Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, based on applicable law. A Good fit for the Cognizant culture A person who possesses a true passion for changing organizations for the better, and desires to do so within a goal, yet professional atmosphere filled with business professionals who all manifest a belief in partnership, innovation, and excellence. Our "Cultural Value Drivers" are well-known and clearly communicated within the organization: Open, Visible, Motivated, Empowered, Opportunity-Filled, Flexible & Collaborative. Work Authorization Must be legally authorized to work in the United States without the need for employer sponsorship, now or any time in the future.
Overview Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. They support the Client Partner and act as business owners for assigned accounts, leading the day-to-day activities and P&L of these accounts. The CRM works with delivery teams to enhance backlog, optimizing the resource mix and navigating scope changes to ensure client expectations are met. They work towards establishing a positive client experience. A CRM's shared measures are margin, revenue, client satisfaction & employee retention. CRM role-specific measures are renewal win rates, revenue, and margin. Cognizant Technology Solutions is currently seeking a highly skilled Healthcare Payer Client Relationship Manager (Associate Director) who will be responsible for a growing payer client in the eastern United States. Healthcare Payer Client Relationship Managers play a key role in our growth and are tasked with rapid business expansion within their assigned account(s), including managing business development and delivery objectives, top and bottom-line P&L, customer satisfaction, and the overall Account relationship for one or more key account(s). The qualified candidate must live within a daily commutable distance to the Philadelphia, PA area. Key Responsibilities Balance business development and sales responsibilities and be responsible for managing high quality delivery while developing strategies and tactics for further penetrating the account and cross-selling Cognizant's emerging services. Drive profitable growth of the account relationship. through identifying and overseeing the closure of new, renewal, and expansion opportunities. Understand the customer's specific business needs and apply service/ process knowledge to meet those needs, additionally, to identify critical initiatives that help the client's business to achieve their goals. Works to grow the client relationship by identifying new business opportunities. Build and maintain relationships across various levels in the client organization, build a partner map to position the team and management. Have regular meetings and interface with the customer decision makers and influencers. Collaborate with multiple service lines, innovation teams and business teams in Cognizant to formulate a business plan and execute it for the account relationship. Actively drive execution of the innovation agenda for the portfolio. Be actively involved in deal reviews, developing solutions, proposal responses, creating an executive summary for the proposal, and ensure timely submission with appropriate internal approvals. Identify and forge partnerships and tap into existing alliance partnerships of Cognizant to grow the account. End-to-end management of the account operations including account forecasting, budgeting, and overall P&L Manage accountability against Measurable Revenue/Profit Growth within set timelines Focus on developing a plan on increasing the visibility of Cognizant in the account and in the industry Required Experience 15+ years of experience in a client facing role or account leadership role in the IT professional services or management consulting firm Experience of leading diverse teams, experience of cultivating and collaborating in a multi-cultural environment Strong knowledge of US healthcare, the associated technology landscape and trends A strong performance track record of managing different portfolios ranging from sales, new sales, programs and existing annuity business A strong relationship-oriented bent of mind, demonstrated capabilities in building and sustaining relationships Strategic thinking and confidence and ability to plan and stay the course Must be able to navigate a large organization, work in a multi-dimensional matrix and have the power of persuasion through content and confidence Strong executive presence and gravitas MBA or bachelor's degree OR equivalent combination of education, training, and experience. Preferred Experience The candidate must bring in experience, insight, and credibility in the US Healthcare Payer domain The candidate must be able to work in a dynamic, entrepreneurial environment Experience of leading and closing large deals in managed services (multi-million $ and multi-year contracts) Top Reasons to Join Our Team Excellent compensation/benefits. A strong financial incentive package that includes a solid base salary with a highly attractive commission's plan. Further incentives include award programs, club trips, and excellent benefits package. Wide exposure to industry, product, and functional standard methodologies; as well as outstanding teams supporting your sales pursuits. Encouraging management team that rewards initiative & success. Exciting, industry leading practice where you can truly build a long-term career. Congenial, collaborative, and goal-oriented environment; the opportunity to work with and learn from a highly experienced team of business professionals. Tremendous opportunities for growth with a real career path promoting career advancement. Salary and Other Compensation: The BASE SALARY for this position $165,000 - $175,000 + Annual Target Bonus of 30%. Benefits Cognizant offers the following benefits for this position, subject to applicable eligibility requirements: Medical/Dental/Vision/Life Insurance Paid holidays plus Paid Time Off 401(k) plan and contributions Long-term/Short-term Disability Paid Parental Leave Employee Stock Purchase Plan Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, based on applicable law. A Good fit for the Cognizant culture A person who possesses a true passion for changing organizations for the better, and desires to do so within a goal, yet professional atmosphere filled with business professionals who all manifest a belief in partnership, innovation, and excellence. Our "Cultural Value Drivers" are well-known and clearly communicated within the organization: Open, Visible, Motivated, Empowered, Opportunity-Filled, Flexible & Collaborative. Work Authorization Must be legally authorized to work in the United States without the need for employer sponsorship, now or any time in the future.
12/07/2025
Full time
Overview Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. They support the Client Partner and act as business owners for assigned accounts, leading the day-to-day activities and P&L of these accounts. The CRM works with delivery teams to enhance backlog, optimizing the resource mix and navigating scope changes to ensure client expectations are met. They work towards establishing a positive client experience. A CRM's shared measures are margin, revenue, client satisfaction & employee retention. CRM role-specific measures are renewal win rates, revenue, and margin. Cognizant Technology Solutions is currently seeking a highly skilled Healthcare Payer Client Relationship Manager (Associate Director) who will be responsible for a growing payer client in the eastern United States. Healthcare Payer Client Relationship Managers play a key role in our growth and are tasked with rapid business expansion within their assigned account(s), including managing business development and delivery objectives, top and bottom-line P&L, customer satisfaction, and the overall Account relationship for one or more key account(s). The qualified candidate must live within a daily commutable distance to the Philadelphia, PA area. Key Responsibilities Balance business development and sales responsibilities and be responsible for managing high quality delivery while developing strategies and tactics for further penetrating the account and cross-selling Cognizant's emerging services. Drive profitable growth of the account relationship. through identifying and overseeing the closure of new, renewal, and expansion opportunities. Understand the customer's specific business needs and apply service/ process knowledge to meet those needs, additionally, to identify critical initiatives that help the client's business to achieve their goals. Works to grow the client relationship by identifying new business opportunities. Build and maintain relationships across various levels in the client organization, build a partner map to position the team and management. Have regular meetings and interface with the customer decision makers and influencers. Collaborate with multiple service lines, innovation teams and business teams in Cognizant to formulate a business plan and execute it for the account relationship. Actively drive execution of the innovation agenda for the portfolio. Be actively involved in deal reviews, developing solutions, proposal responses, creating an executive summary for the proposal, and ensure timely submission with appropriate internal approvals. Identify and forge partnerships and tap into existing alliance partnerships of Cognizant to grow the account. End-to-end management of the account operations including account forecasting, budgeting, and overall P&L Manage accountability against Measurable Revenue/Profit Growth within set timelines Focus on developing a plan on increasing the visibility of Cognizant in the account and in the industry Required Experience 15+ years of experience in a client facing role or account leadership role in the IT professional services or management consulting firm Experience of leading diverse teams, experience of cultivating and collaborating in a multi-cultural environment Strong knowledge of US healthcare, the associated technology landscape and trends A strong performance track record of managing different portfolios ranging from sales, new sales, programs and existing annuity business A strong relationship-oriented bent of mind, demonstrated capabilities in building and sustaining relationships Strategic thinking and confidence and ability to plan and stay the course Must be able to navigate a large organization, work in a multi-dimensional matrix and have the power of persuasion through content and confidence Strong executive presence and gravitas MBA or bachelor's degree OR equivalent combination of education, training, and experience. Preferred Experience The candidate must bring in experience, insight, and credibility in the US Healthcare Payer domain The candidate must be able to work in a dynamic, entrepreneurial environment Experience of leading and closing large deals in managed services (multi-million $ and multi-year contracts) Top Reasons to Join Our Team Excellent compensation/benefits. A strong financial incentive package that includes a solid base salary with a highly attractive commission's plan. Further incentives include award programs, club trips, and excellent benefits package. Wide exposure to industry, product, and functional standard methodologies; as well as outstanding teams supporting your sales pursuits. Encouraging management team that rewards initiative & success. Exciting, industry leading practice where you can truly build a long-term career. Congenial, collaborative, and goal-oriented environment; the opportunity to work with and learn from a highly experienced team of business professionals. Tremendous opportunities for growth with a real career path promoting career advancement. Salary and Other Compensation: The BASE SALARY for this position $165,000 - $175,000 + Annual Target Bonus of 30%. Benefits Cognizant offers the following benefits for this position, subject to applicable eligibility requirements: Medical/Dental/Vision/Life Insurance Paid holidays plus Paid Time Off 401(k) plan and contributions Long-term/Short-term Disability Paid Parental Leave Employee Stock Purchase Plan Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, based on applicable law. A Good fit for the Cognizant culture A person who possesses a true passion for changing organizations for the better, and desires to do so within a goal, yet professional atmosphere filled with business professionals who all manifest a belief in partnership, innovation, and excellence. Our "Cultural Value Drivers" are well-known and clearly communicated within the organization: Open, Visible, Motivated, Empowered, Opportunity-Filled, Flexible & Collaborative. Work Authorization Must be legally authorized to work in the United States without the need for employer sponsorship, now or any time in the future.
Description: Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This position will be based out of Marshall+Sterling's Latham or Poughkeepsie Offices. We are seeking a licensed and client-focused Client Service Specialist with strong communication skills and a passion for delivering top-tier service in the insurance industry. This role is perfect for a proactive professional who holds a Property+Casualty Insurance license and thrives on building strong client relationships, ensuring policy accuracy, and contributing to account retention and growth. You will play a key role in supporting clients in either personal or commercial insurance, collaborating with internal teams to provide a seamless service experience. Review policy coverage, identify areas for enhancement, and coordinate with the Account Manager. Underwrite individual risk situations to meet agency and carrier standards. Secure applications for coverage from Sales Executives, Account Managers, and/or clients. Review policies for accuracy and completeness, ensuring updates are made per workflow procedures. Address cancellation requests and assist in retaining accounts. Treat each service contact as an opportunity for account development, including upgrading coverage and obtaining referrals. Regularly communicate with clients to thank them for their business and document all interactions regarding coverage and exposures. Perform financial duties as directed by management. Requirements: College degree preferred, high school diploma or equivalent required. Prior experience in insurance lines of coverage, fundamental rating, underwriting and procedural skills. Experience and knowledge of Microsoft Office programs. Experience with Vertafore a plus. Proven ability to exceed expectations. Appropriate state insurance licenses and continuing education required. Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner. Demonstrated ability to communicate effectively. High level of organizational ability with attention to detail. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Salary Range is $47,500 - $52,500. The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location. PI051f822eed49-4551
12/04/2025
Full time
Description: Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This position will be based out of Marshall+Sterling's Latham or Poughkeepsie Offices. We are seeking a licensed and client-focused Client Service Specialist with strong communication skills and a passion for delivering top-tier service in the insurance industry. This role is perfect for a proactive professional who holds a Property+Casualty Insurance license and thrives on building strong client relationships, ensuring policy accuracy, and contributing to account retention and growth. You will play a key role in supporting clients in either personal or commercial insurance, collaborating with internal teams to provide a seamless service experience. Review policy coverage, identify areas for enhancement, and coordinate with the Account Manager. Underwrite individual risk situations to meet agency and carrier standards. Secure applications for coverage from Sales Executives, Account Managers, and/or clients. Review policies for accuracy and completeness, ensuring updates are made per workflow procedures. Address cancellation requests and assist in retaining accounts. Treat each service contact as an opportunity for account development, including upgrading coverage and obtaining referrals. Regularly communicate with clients to thank them for their business and document all interactions regarding coverage and exposures. Perform financial duties as directed by management. Requirements: College degree preferred, high school diploma or equivalent required. Prior experience in insurance lines of coverage, fundamental rating, underwriting and procedural skills. Experience and knowledge of Microsoft Office programs. Experience with Vertafore a plus. Proven ability to exceed expectations. Appropriate state insurance licenses and continuing education required. Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner. Demonstrated ability to communicate effectively. High level of organizational ability with attention to detail. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Salary Range is $47,500 - $52,500. The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location. PI051f822eed49-4551
Do you have executive-level leadership experience in the areas of real estate, consumer and/or business lending at a mid- to large-size financial institution? Do you have a passion for leading lending strategies that strengthen communities? Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally? If so, we'd love to talk with you about Monterra Credit Union's Senior Vice President and Chief Lending Officer Position! Located in the heart of the Bay Area, Monterra Credit Union is a community-centric and growth-oriented financial institution. We invest in the success of people and our community by giving back, making things easier, and committing ourselves to our members' potential. Diversity, equity and inclusion are critical to our success, and we value the varied backgrounds and experiences that everyone brings to our organization. If you value collaboration, forward-thinking, and giving back, this just might be the place for you. SALARY & BENEFITS Monterra Credit Union reflects the value placed on employees by providing an excellent salary and benefits package: Starting pay of $275,000 - $325,000 per year depending on experience Semi-annual bonuses for meeting key financial and operational goals Medical, Dental, Vision, Life, and Long-Term Disability insurances 401(k) including generous matching contributions 457(b) deferred compensation plan Discounts on financial products and services, including mortgage and auto loans Paid time off, tuition reimbursement, and much more! POSITION SUMMARY The Senior Vice President & Chief Lending Officer (SVP/CLO) serves as a senior-level executive working with the CEO, executive team, and the Board of Directors to develop the strategic vision of Monterra Credit Union. The CLO is responsible for leading and managing the credit union's lending operations and sales. The CLO is pivotal in ensuring Monterra Credit Union's lending program achieves growth and profitability goals while maintaining the highest level of credit quality and regulatory compliance. The CLO will collaborate with departments throughout Monterra Credit Union to develop strategies and achieve goals. Supervises: VP of Real Estate Lending, VP of Consumer Lending, VP of Credit Risk, and Director of Business Lending, and is responsible for planning, directing, managing, and evaluating all Commercial Lending, Consumer Lending, Residential Real Estate Lending, Secondary Market, foreclosure and loan modification activities, and financial assistance and credit risk management activities for Monterra Credit Union. The position is also a member of the Senior Leadership Team (SLT) providing overall strategic leadership to the organization. PRIMARY RESPONSIBILITIES Plans, organizes and effectively runs all lending lines of business including Commercial Lending, Consumer Lending, and Residential Real Estate Lending including all lending production, compliance and servicing. Also oversees financial assistance, fraud and credit risk functions. Oversees Commercial Lending, Consumer Lending, Residential and Real Estate Lending, and Financial Assistance and Fraud personnel, including coaching and mentoring of direct reports, setting semi-annual goals, conducting semi-annual performance reviews, recommending promotions and salary changes. Proactively drives new strategies by anticipating and planning for future organizational needs, member/product needs, and ensure all staff understands the overall vision in regards to the strategic goals. Serves as a member of the SLT by actively participating in SLT meetings, mentoring and holding peers and staff responsible for all areas that impact the strategic plan, as well as contributes to high quality member service, growth, risk management and profitability of Monterra Credit Union. Participates in developing Monterra Credit Union's Strategic Plan, Annual Business Plan ("Bold Steps"), and Budget. Works with cross-functional teams in carrying out strategic initiatives. Provides relevant lending-related and credit risk-related input to the annual budget, and maintains accountability for achieving budgetary goals and limits. Determines success measures and service levels for Commercial Lending, Consumer Lending, Residential Real Estate Lending, and financial assistance and fraud, and distills relevant performance data for reporting on a monthly basis. Participates on and is a voting member of the Asset-Liability Management Committee (ALCO) in actively managing Monterra Credit Union's interest rate risk, setting pricing on loans and deposits, managing net interest margin, and managing liquidity to ensure strong earnings while staying within Monterra Credit Union's interest rate and liquidity risk tolerances. Participates on the Credit Risk Management Committee (CRMCO) in actively managing credit risk though sophisticated credit risk analytics, sound internal controls and operating procedures, and solid underwriting practices as a means of delivering on Monterra Credit Union's lending-related value propositions while staying within Monterra Credit Union's credit risk tolerances. Coordinates all Loan Committee meetings for review of new Commercial Real Estate loans. Responsible for directing all secondary market activities, including loan sales, investor servicing, mortgage servicing asset valuation. Owner of MeridianLink - LoansPQ system, which includes contract management, receiving/responding to any system notifications and alerts, vendor accountability, compliance, etc. Works closely with the System Administrators and System Subject Matter Experts as needed to ensure the system is working properly and to its fullest extent. Represents Monterra Credit Union in the community by attending community functions and participating on select Boards. Provides hands-on leadership for trouble-debt restructures, loan modifications, and foreclosures. Recruits, selects, motivates, develops and evaluates staff. Completes, understands and utilizes analytics to review and forecast department, product, and various other metric successes. Evaluates the impact and status of various initiatives. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and laws enforced by the Office of Foreign Assets Control. Provides service that aligns with the Credit Union's mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals. PHYSICAL DEMANDS The physical demands and work environment characteristics described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing duties of the job, employee may be required to use frequent physical activities include sitting, standing, reaching, walking, talking, bending, and constant use of hands. Employee must occasionally lift and/or move up to 5 pounds. Employee may occasionally work overtime. These activities are not necessarily performed to the same degree and combination every day. Apply Now for Consideration! Monterra Credit Union is an equal-opportunity employer. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, disability, or protected veteran status. Qualifications Minimum of a bachelor's degree in a related field. Minimum of 10 years' experience in lending for a mid- to large-size financial institution or mortgage broker Ability to plan, organize and effectively run multi-faceted and dynamic Commercial Lending, Consumer Lending and Residential Real Estate Lending of a mid- to large-size financial institution. Strong leadership skills with a proven ability to lead, motivate, and supervise employees. Current knowledge of all laws, rules and regulations pertaining to lending. Thorough knowledge of all aspects of financial institution operational methods practices and services. Ability to analyze problems and opportunities, identify and evaluate alternatives, and develop sound, effective approaches. Ability to plan, implement, and evaluate the achievement of goals, objectives, and work plans. Strong data analytics capabilities. Ability to evaluate and decision real estate and consumer loan exceptions. Knowledge of Commercial Lending programs, operations and methodologies. Ability to establish and maintain effective working relationship with a diverse group of people including Board Members, regulators, Members, employees, attorneys, vendors, and other parties. Knowledge of financial concepts, systems, operations, methodologies, and stands of performance. Ability to communicate effectively both verbally and in writing. Skill in the operation of a personal computer and word processing, spreadsheet, database, and presentation software and Internet access. Occasional travel may be expected.
12/04/2025
Full time
Do you have executive-level leadership experience in the areas of real estate, consumer and/or business lending at a mid- to large-size financial institution? Do you have a passion for leading lending strategies that strengthen communities? Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally? If so, we'd love to talk with you about Monterra Credit Union's Senior Vice President and Chief Lending Officer Position! Located in the heart of the Bay Area, Monterra Credit Union is a community-centric and growth-oriented financial institution. We invest in the success of people and our community by giving back, making things easier, and committing ourselves to our members' potential. Diversity, equity and inclusion are critical to our success, and we value the varied backgrounds and experiences that everyone brings to our organization. If you value collaboration, forward-thinking, and giving back, this just might be the place for you. SALARY & BENEFITS Monterra Credit Union reflects the value placed on employees by providing an excellent salary and benefits package: Starting pay of $275,000 - $325,000 per year depending on experience Semi-annual bonuses for meeting key financial and operational goals Medical, Dental, Vision, Life, and Long-Term Disability insurances 401(k) including generous matching contributions 457(b) deferred compensation plan Discounts on financial products and services, including mortgage and auto loans Paid time off, tuition reimbursement, and much more! POSITION SUMMARY The Senior Vice President & Chief Lending Officer (SVP/CLO) serves as a senior-level executive working with the CEO, executive team, and the Board of Directors to develop the strategic vision of Monterra Credit Union. The CLO is responsible for leading and managing the credit union's lending operations and sales. The CLO is pivotal in ensuring Monterra Credit Union's lending program achieves growth and profitability goals while maintaining the highest level of credit quality and regulatory compliance. The CLO will collaborate with departments throughout Monterra Credit Union to develop strategies and achieve goals. Supervises: VP of Real Estate Lending, VP of Consumer Lending, VP of Credit Risk, and Director of Business Lending, and is responsible for planning, directing, managing, and evaluating all Commercial Lending, Consumer Lending, Residential Real Estate Lending, Secondary Market, foreclosure and loan modification activities, and financial assistance and credit risk management activities for Monterra Credit Union. The position is also a member of the Senior Leadership Team (SLT) providing overall strategic leadership to the organization. PRIMARY RESPONSIBILITIES Plans, organizes and effectively runs all lending lines of business including Commercial Lending, Consumer Lending, and Residential Real Estate Lending including all lending production, compliance and servicing. Also oversees financial assistance, fraud and credit risk functions. Oversees Commercial Lending, Consumer Lending, Residential and Real Estate Lending, and Financial Assistance and Fraud personnel, including coaching and mentoring of direct reports, setting semi-annual goals, conducting semi-annual performance reviews, recommending promotions and salary changes. Proactively drives new strategies by anticipating and planning for future organizational needs, member/product needs, and ensure all staff understands the overall vision in regards to the strategic goals. Serves as a member of the SLT by actively participating in SLT meetings, mentoring and holding peers and staff responsible for all areas that impact the strategic plan, as well as contributes to high quality member service, growth, risk management and profitability of Monterra Credit Union. Participates in developing Monterra Credit Union's Strategic Plan, Annual Business Plan ("Bold Steps"), and Budget. Works with cross-functional teams in carrying out strategic initiatives. Provides relevant lending-related and credit risk-related input to the annual budget, and maintains accountability for achieving budgetary goals and limits. Determines success measures and service levels for Commercial Lending, Consumer Lending, Residential Real Estate Lending, and financial assistance and fraud, and distills relevant performance data for reporting on a monthly basis. Participates on and is a voting member of the Asset-Liability Management Committee (ALCO) in actively managing Monterra Credit Union's interest rate risk, setting pricing on loans and deposits, managing net interest margin, and managing liquidity to ensure strong earnings while staying within Monterra Credit Union's interest rate and liquidity risk tolerances. Participates on the Credit Risk Management Committee (CRMCO) in actively managing credit risk though sophisticated credit risk analytics, sound internal controls and operating procedures, and solid underwriting practices as a means of delivering on Monterra Credit Union's lending-related value propositions while staying within Monterra Credit Union's credit risk tolerances. Coordinates all Loan Committee meetings for review of new Commercial Real Estate loans. Responsible for directing all secondary market activities, including loan sales, investor servicing, mortgage servicing asset valuation. Owner of MeridianLink - LoansPQ system, which includes contract management, receiving/responding to any system notifications and alerts, vendor accountability, compliance, etc. Works closely with the System Administrators and System Subject Matter Experts as needed to ensure the system is working properly and to its fullest extent. Represents Monterra Credit Union in the community by attending community functions and participating on select Boards. Provides hands-on leadership for trouble-debt restructures, loan modifications, and foreclosures. Recruits, selects, motivates, develops and evaluates staff. Completes, understands and utilizes analytics to review and forecast department, product, and various other metric successes. Evaluates the impact and status of various initiatives. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and laws enforced by the Office of Foreign Assets Control. Provides service that aligns with the Credit Union's mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals. PHYSICAL DEMANDS The physical demands and work environment characteristics described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing duties of the job, employee may be required to use frequent physical activities include sitting, standing, reaching, walking, talking, bending, and constant use of hands. Employee must occasionally lift and/or move up to 5 pounds. Employee may occasionally work overtime. These activities are not necessarily performed to the same degree and combination every day. Apply Now for Consideration! Monterra Credit Union is an equal-opportunity employer. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, disability, or protected veteran status. Qualifications Minimum of a bachelor's degree in a related field. Minimum of 10 years' experience in lending for a mid- to large-size financial institution or mortgage broker Ability to plan, organize and effectively run multi-faceted and dynamic Commercial Lending, Consumer Lending and Residential Real Estate Lending of a mid- to large-size financial institution. Strong leadership skills with a proven ability to lead, motivate, and supervise employees. Current knowledge of all laws, rules and regulations pertaining to lending. Thorough knowledge of all aspects of financial institution operational methods practices and services. Ability to analyze problems and opportunities, identify and evaluate alternatives, and develop sound, effective approaches. Ability to plan, implement, and evaluate the achievement of goals, objectives, and work plans. Strong data analytics capabilities. Ability to evaluate and decision real estate and consumer loan exceptions. Knowledge of Commercial Lending programs, operations and methodologies. Ability to establish and maintain effective working relationship with a diverse group of people including Board Members, regulators, Members, employees, attorneys, vendors, and other parties. Knowledge of financial concepts, systems, operations, methodologies, and stands of performance. Ability to communicate effectively both verbally and in writing. Skill in the operation of a personal computer and word processing, spreadsheet, database, and presentation software and Internet access. Occasional travel may be expected.
Director of Sales - IOA (Intelligent Operations & Automation) - Life Sciences IOA Business Unit is one of Cognizant's highest growth businesses and a critical part of Cognizant's Digital imperatives in the market. North America is a high-growth region and IOA is looking at expanding its presence further. Life Sciences operations is one of the fastest growing service lines within IOA (Intelligent Operations and Automation). To meet IOA's strategic growth objectives of LS operations we are looking for a highly accomplished, results-driven senior sales executive to originate, advance, and close large sales opportunities in outsourcing. This individual will be working with industry community (Client Partners, SLM (Service line managers) and IOA Leadership to drive sales and business development in a high growth and highly autonomous environment. This role will have a visible presence within the Life Sciences/Medical Device industry representing Cognizant and our service offerings Role Summary Title -Director of Sales/Service Line Sales Specialist (SLS)- IOA/BPO Transformation Location - Boston, MA, USA (must live or be willing to relocate) Travel - Travel will vary depending on customer and prospect requirements. Summary Job Description: Define and grow topline growth and improve the go-to-market plans, offerings, and value propositions in MedTech and Health Sciences Drive sales, P&L growth and pipeline across existing relationships and drive revenue growth and hunting for new logos, building and closing active pipeline on a quarter-on-quarter basis Build strong internal relationships with IOA Commercial/Offshore Delivery Heads, Cognizant's Market Commercial & Delivery Unit) leadership, and other core leaders. Key Accountabilities Closing Sales - The main responsibility and focus of the role will be the growth of our IOA business within NA, Specifically, win new deals in customer account per pre agreed targets. Sales Plan Creation - A critical early task will be developing and executing a quota growth plan for selected lines of business. Pipeline Management - Among the critical tasks likely to be featured in the sales plans, are developing the opportunity pipeline, qualifying high priority deals and winning new business in line with agreed targets. Demand Generation - To work with IOA and Life Sciences Commercial team to identify prospects, create marketing plans and take responsibility to engage new clients in conversation Proposal Development - Understand customer needs and translate them into winning proposals for Cognizant and its customer in partnership with the presales and solution teams Deal Shaping / Pricing Development - Develop creative deal shapes, commercial structures, and pricing proposals as part of a winning sales pursuit. Work closely with the business unit, Commercial Director, Bid Directors, and regional FP&A teams Market Intelligence - Provide competitive intelligence associated with market pricing and specific competitor strengths, weaknesses, tactics, etc. C-Level Client Relationship Building - Build relationships across CXO levels in client organizations and developing executive level relationships. Regular Third-Party Intermediary Interaction - Participate in industry 3rd party seminars, meetings, analyst forums, Cognizant capability presentations, etc. to develop deeper industry connects in relation to our clients and key local IOA intermediaries. Job Requirements: Key Competencies Life Sciences, MedTech, Health Science, or consulting experience is required. Consistent record of growing business successfully over the years through strong client relationships and a deep understanding of the LS/MedTech industry specifically Medical Device Demonstrated ability of building sales and account management teams. Deep understanding of IOA/BPO/LS and able to engage C-level executives in detailed LS deals, solution, transition, and transformation shaping discussions. Significant international experience required including being conversant in global service delivery models - both shared services and BPS. Well- developed "rolodex" as well as the demonstrated ability to create strategic partnerships with large and complex organizations. Ability to operate in a fast-paced entrepreneurial and highly matrixed organization. Validated ability to guide, influence and develop a wide range of professionals. Strong problem solving and analytical skills and the ability to "roll up your sleeves" and work with a client to create timely solutions and resolutions. Qualifications 10+ years of experience in Sales and Business development within Life Sciences, HealthTech, Medical Device industry Bachelor's/Master's degrees in related field is preferred Global Business Services - Client-facing GBS project experience is preferred. Professional Contacts - Existing strong relationships with third party advisors, industry analyst, and potential C-level buyers Matrixed Organization- Experience working in a highly matrixed organization is preferred. Preferred Experience MS or MBA degree preferred. Ability to contribute to new business development efforts and to lead multiple tasks in a dynamic environment. Must be detail oriented and able to manage and maintain all facets of complex assignments. Demonstrable problem-solving abilities with the skills to identify strategic solutions to business problems with enterprise-wide implications. Demonstrate the flexibility to work among diverse corporate environments, industries, and technical and non-technical audiences. Top Reasons to Join Our Team Excellent compensation/benefits. A strong financial incentive package that includes a solid base salary with a highly attractive commission plan. Further incentives include award programs, club trips, and excellent benefits package. Wide exposure to industry, product, and functional standard methodologies; as well as outstanding teams supporting your sales pursuits. Encouraging management team that rewards initiative & success. Exciting, industry leading practice where you can truly build a long-term career. Congenial, collaborative, and goal-oriented environment; the opportunity to work with and learn from a diverse, highly experienced team of business professionals. Tremendous opportunities for growth with a real career path promoting career advancement. Salary and Other Compensation : The annual base salary for this position is between $198,000 - $218,000 depending on the experience and other qualifications of the successful candidate. This position is also eligible for Cognizant's discretionary annual incentive program and stock awards, based on performance and subject to the terms of Cognizant's applicable plans. Benefits : Cognizant offers the following benefits for this position, subject to applicable eligibility requirements: Medical/Dental/Vision/Life Insurance Paid holidays plus Paid Time Off 401(k) plan and contributions Long-term/Short-term Disability Paid Parental Leave Employee Stock Purchase Plan Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law. A Good fit for the Cognizant culture A person who possesses a true passion for changing organizations for the better, and desires to do so within a goal, yet professional atmosphere filled with business professionals who all manifest a belief in partnership, innovation, and excellence. Our "Cultural Value Drivers" are well-known and clearly communicated within the organization: Open, Visible, Motivated, Empowered, Opportunity-Filled, Flexible & Collaborative. Work Authorization Must be legally authorized to work in the United States without the need for employer sponsorship, now or any time in the future. We look forward to hearing from passionate professionals eager to make a difference.
12/03/2025
Full time
Director of Sales - IOA (Intelligent Operations & Automation) - Life Sciences IOA Business Unit is one of Cognizant's highest growth businesses and a critical part of Cognizant's Digital imperatives in the market. North America is a high-growth region and IOA is looking at expanding its presence further. Life Sciences operations is one of the fastest growing service lines within IOA (Intelligent Operations and Automation). To meet IOA's strategic growth objectives of LS operations we are looking for a highly accomplished, results-driven senior sales executive to originate, advance, and close large sales opportunities in outsourcing. This individual will be working with industry community (Client Partners, SLM (Service line managers) and IOA Leadership to drive sales and business development in a high growth and highly autonomous environment. This role will have a visible presence within the Life Sciences/Medical Device industry representing Cognizant and our service offerings Role Summary Title -Director of Sales/Service Line Sales Specialist (SLS)- IOA/BPO Transformation Location - Boston, MA, USA (must live or be willing to relocate) Travel - Travel will vary depending on customer and prospect requirements. Summary Job Description: Define and grow topline growth and improve the go-to-market plans, offerings, and value propositions in MedTech and Health Sciences Drive sales, P&L growth and pipeline across existing relationships and drive revenue growth and hunting for new logos, building and closing active pipeline on a quarter-on-quarter basis Build strong internal relationships with IOA Commercial/Offshore Delivery Heads, Cognizant's Market Commercial & Delivery Unit) leadership, and other core leaders. Key Accountabilities Closing Sales - The main responsibility and focus of the role will be the growth of our IOA business within NA, Specifically, win new deals in customer account per pre agreed targets. Sales Plan Creation - A critical early task will be developing and executing a quota growth plan for selected lines of business. Pipeline Management - Among the critical tasks likely to be featured in the sales plans, are developing the opportunity pipeline, qualifying high priority deals and winning new business in line with agreed targets. Demand Generation - To work with IOA and Life Sciences Commercial team to identify prospects, create marketing plans and take responsibility to engage new clients in conversation Proposal Development - Understand customer needs and translate them into winning proposals for Cognizant and its customer in partnership with the presales and solution teams Deal Shaping / Pricing Development - Develop creative deal shapes, commercial structures, and pricing proposals as part of a winning sales pursuit. Work closely with the business unit, Commercial Director, Bid Directors, and regional FP&A teams Market Intelligence - Provide competitive intelligence associated with market pricing and specific competitor strengths, weaknesses, tactics, etc. C-Level Client Relationship Building - Build relationships across CXO levels in client organizations and developing executive level relationships. Regular Third-Party Intermediary Interaction - Participate in industry 3rd party seminars, meetings, analyst forums, Cognizant capability presentations, etc. to develop deeper industry connects in relation to our clients and key local IOA intermediaries. Job Requirements: Key Competencies Life Sciences, MedTech, Health Science, or consulting experience is required. Consistent record of growing business successfully over the years through strong client relationships and a deep understanding of the LS/MedTech industry specifically Medical Device Demonstrated ability of building sales and account management teams. Deep understanding of IOA/BPO/LS and able to engage C-level executives in detailed LS deals, solution, transition, and transformation shaping discussions. Significant international experience required including being conversant in global service delivery models - both shared services and BPS. Well- developed "rolodex" as well as the demonstrated ability to create strategic partnerships with large and complex organizations. Ability to operate in a fast-paced entrepreneurial and highly matrixed organization. Validated ability to guide, influence and develop a wide range of professionals. Strong problem solving and analytical skills and the ability to "roll up your sleeves" and work with a client to create timely solutions and resolutions. Qualifications 10+ years of experience in Sales and Business development within Life Sciences, HealthTech, Medical Device industry Bachelor's/Master's degrees in related field is preferred Global Business Services - Client-facing GBS project experience is preferred. Professional Contacts - Existing strong relationships with third party advisors, industry analyst, and potential C-level buyers Matrixed Organization- Experience working in a highly matrixed organization is preferred. Preferred Experience MS or MBA degree preferred. Ability to contribute to new business development efforts and to lead multiple tasks in a dynamic environment. Must be detail oriented and able to manage and maintain all facets of complex assignments. Demonstrable problem-solving abilities with the skills to identify strategic solutions to business problems with enterprise-wide implications. Demonstrate the flexibility to work among diverse corporate environments, industries, and technical and non-technical audiences. Top Reasons to Join Our Team Excellent compensation/benefits. A strong financial incentive package that includes a solid base salary with a highly attractive commission plan. Further incentives include award programs, club trips, and excellent benefits package. Wide exposure to industry, product, and functional standard methodologies; as well as outstanding teams supporting your sales pursuits. Encouraging management team that rewards initiative & success. Exciting, industry leading practice where you can truly build a long-term career. Congenial, collaborative, and goal-oriented environment; the opportunity to work with and learn from a diverse, highly experienced team of business professionals. Tremendous opportunities for growth with a real career path promoting career advancement. Salary and Other Compensation : The annual base salary for this position is between $198,000 - $218,000 depending on the experience and other qualifications of the successful candidate. This position is also eligible for Cognizant's discretionary annual incentive program and stock awards, based on performance and subject to the terms of Cognizant's applicable plans. Benefits : Cognizant offers the following benefits for this position, subject to applicable eligibility requirements: Medical/Dental/Vision/Life Insurance Paid holidays plus Paid Time Off 401(k) plan and contributions Long-term/Short-term Disability Paid Parental Leave Employee Stock Purchase Plan Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law. A Good fit for the Cognizant culture A person who possesses a true passion for changing organizations for the better, and desires to do so within a goal, yet professional atmosphere filled with business professionals who all manifest a belief in partnership, innovation, and excellence. Our "Cultural Value Drivers" are well-known and clearly communicated within the organization: Open, Visible, Motivated, Empowered, Opportunity-Filled, Flexible & Collaborative. Work Authorization Must be legally authorized to work in the United States without the need for employer sponsorship, now or any time in the future. We look forward to hearing from passionate professionals eager to make a difference.
Description: We are seeking a dynamic and results-driven Sales Executive with exceptional communication skills and in-depth knowledge in the commercial insurance industry. This role is ideal for a highly motivated professional who excels at building relationships, identifying opportunities, and closing deals. You will be responsible for driving new business growth, expanding existing commercial lines accounts, and maintaining a strong book of business. This position can be based out of any of Marshall+Sterling's Group Benefits offices. MAJOR RESPONSIBILITIES Drive new business growth while maintaining and expanding your book of business. Proactively build and manage a pipeline of prospects to achieve sales and retention goals. Craft a compelling value proposition, leveraging your expertise and the powerful tools provided by Marshall+Sterling. Gather and analyze detailed risk and underwriting information to tailor insurance solutions. Create and present professional, customized insurance proposals using Marshall+Sterling's advanced online system. Follow structured renewal workflows to ensure strong client retention and long-term partnerships. Identify opportunities to refer clients and prospects to other divisions within Marshall+Sterling to meet their broader needs. Partner with internal teams, delegating client service tasks effectively for seamless support. Foster strong, professional relationships with colleagues, contributing to a positive and collaborative work environment. Requirements: Active state insurance license is required, with a commitment to maintaining compliance through ongoing continuing education. Demonstrated success in pursuing and closing sales, with a strong track record of meeting and exceeding goals. Strong communication and interpersonal skills, with the ability to connect with diverse individuals and teams. Highly organized and detail-oriented, ensuring efficiency and accuracy in all aspects of the role. Valid driver's license College degree preferred, high school diploma or equivalent required. Compensation Compensation: $100,000 - $175,000, based on demonstrated insurance sales experience and measurable achievements. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k), Paid Time Off (PTO), paid holidays, company-paid life insurance for you and your dependents, medical paid time off, employee assistance programs, and more! Why Join Marshall+Sterling? Our ESOP Sets Us Apart! As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Ownership & Wealth-Building: Every eligible employee earns shares in the company at no cost, creating a meaningful path to financial security. Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Retirement Security: Our ESOP is a powerful supplement to your retirement savings, helping you plan for the future with confidence. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. Stability & Legacy: With over 150 years of success, our ESOP ensures that Marshall+Sterling remains strong, independent, and employee-driven for generations to come. Join us and experience the benefits of true employee ownership! MS24 and LNK Compensation details: 00 Yearly Salary PIb2b3c17db88d-4691
12/03/2025
Full time
Description: We are seeking a dynamic and results-driven Sales Executive with exceptional communication skills and in-depth knowledge in the commercial insurance industry. This role is ideal for a highly motivated professional who excels at building relationships, identifying opportunities, and closing deals. You will be responsible for driving new business growth, expanding existing commercial lines accounts, and maintaining a strong book of business. This position can be based out of any of Marshall+Sterling's Group Benefits offices. MAJOR RESPONSIBILITIES Drive new business growth while maintaining and expanding your book of business. Proactively build and manage a pipeline of prospects to achieve sales and retention goals. Craft a compelling value proposition, leveraging your expertise and the powerful tools provided by Marshall+Sterling. Gather and analyze detailed risk and underwriting information to tailor insurance solutions. Create and present professional, customized insurance proposals using Marshall+Sterling's advanced online system. Follow structured renewal workflows to ensure strong client retention and long-term partnerships. Identify opportunities to refer clients and prospects to other divisions within Marshall+Sterling to meet their broader needs. Partner with internal teams, delegating client service tasks effectively for seamless support. Foster strong, professional relationships with colleagues, contributing to a positive and collaborative work environment. Requirements: Active state insurance license is required, with a commitment to maintaining compliance through ongoing continuing education. Demonstrated success in pursuing and closing sales, with a strong track record of meeting and exceeding goals. Strong communication and interpersonal skills, with the ability to connect with diverse individuals and teams. Highly organized and detail-oriented, ensuring efficiency and accuracy in all aspects of the role. Valid driver's license College degree preferred, high school diploma or equivalent required. Compensation Compensation: $100,000 - $175,000, based on demonstrated insurance sales experience and measurable achievements. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k), Paid Time Off (PTO), paid holidays, company-paid life insurance for you and your dependents, medical paid time off, employee assistance programs, and more! Why Join Marshall+Sterling? Our ESOP Sets Us Apart! As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Ownership & Wealth-Building: Every eligible employee earns shares in the company at no cost, creating a meaningful path to financial security. Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Retirement Security: Our ESOP is a powerful supplement to your retirement savings, helping you plan for the future with confidence. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. Stability & Legacy: With over 150 years of success, our ESOP ensures that Marshall+Sterling remains strong, independent, and employee-driven for generations to come. Join us and experience the benefits of true employee ownership! MS24 and LNK Compensation details: 00 Yearly Salary PIb2b3c17db88d-4691
Director of Workers Compensation Product Expansion 100% Remote (WFH) Opportunity EMPLOYERS is seeking a strategic and results-driven Director of Workers' Compensation Product Expansion to lead our corporate organic growth initiatives. This high-impact role will drive the development and execution of innovative product strategies, working cross-functionally to expand our workers' compensation offerings while optimizing profitability and operational efficiency. Reporting directly to the SVP, Chief Underwriting and Actuarial Officer , this position offers regular exposure to executive leadership and the opportunity to shape the future of our product portfolio. Key Responsibilities Strategic Leadership : Develop and execute a comprehensive product and services strategy aligned with corporate goals and market needs. Growth Implementation : Lead change management efforts to support new product introductions, appetite expansion, and process enhancements. Cross-Functional Collaboration : Partner with underwriting, sales, actuarial, analytics, marketing, and IT to prioritize and implement strategic initiatives. Performance Optimization : Leverage data and analytics to drive continuous improvement and informed decision-making. Market Intelligence : Monitor competitive trends and industry shifts to identify opportunities and mitigate risks. KPI Management : Define and track key performance indicators to measure success and guide strategic adjustments. Qualifications Minimum 5+ years of experience in workers' compensation insurance; experience in other commercial lines is a plus. Bachelor's degree required. 3+ years of underwriting experience preferred. Proven ability to lead through influence and operate as a collaborative "player-coach." Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment. Exceptional analytical and problem-solving capabilities, with a data-driven mindset. Excellent communication skills, with the ability to present complex insights clearly to diverse audiences. Work Environment Remote : Open to U.S.-based candidates eligible to work without sponsorship. Must have a dedicated, quiet workspace. Work Hours : Flexible to meet business needs. Travel : Occasional travel may be required for meetings or team collaboration. Compensation & Benefits Salary Range : $120,000 - $170,000 Comprehensive Benefits Package : EMPLOYERS Benefit Details About EMPLOYERS EMPLOYERS is a fast-growing, innovative provider of workers' compensation insurance. Headquartered in Nevada, we pride ourselves on delivering exceptional service to our clients and fostering a collaborative, fulfilling work environment for our employees across the U.S. We live by our core values: Integrity, Customer Focus, Collaboration, Initiative, Accountability, Innovation, and Personal Fulfillment -guiding how we serve our clients and support each other. Join us and be part of a team that's shaping the future of workers' compensation insurance. Qualifications Minimum 5+ years of experience in workers' compensation insurance; experience in other commercial lines is a plus. Bachelor's degree required. 3+ years of underwriting experience preferred. Proven ability to lead through influence and operate as a collaborative "player-coach." Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment. Exceptional analytical and problem-solving capabilities, with a data-driven mindset. Excellent communication skills, with the ability to present complex insights clearly to diverse audiences. PI40c087a8c7c1-4204
12/03/2025
Full time
Director of Workers Compensation Product Expansion 100% Remote (WFH) Opportunity EMPLOYERS is seeking a strategic and results-driven Director of Workers' Compensation Product Expansion to lead our corporate organic growth initiatives. This high-impact role will drive the development and execution of innovative product strategies, working cross-functionally to expand our workers' compensation offerings while optimizing profitability and operational efficiency. Reporting directly to the SVP, Chief Underwriting and Actuarial Officer , this position offers regular exposure to executive leadership and the opportunity to shape the future of our product portfolio. Key Responsibilities Strategic Leadership : Develop and execute a comprehensive product and services strategy aligned with corporate goals and market needs. Growth Implementation : Lead change management efforts to support new product introductions, appetite expansion, and process enhancements. Cross-Functional Collaboration : Partner with underwriting, sales, actuarial, analytics, marketing, and IT to prioritize and implement strategic initiatives. Performance Optimization : Leverage data and analytics to drive continuous improvement and informed decision-making. Market Intelligence : Monitor competitive trends and industry shifts to identify opportunities and mitigate risks. KPI Management : Define and track key performance indicators to measure success and guide strategic adjustments. Qualifications Minimum 5+ years of experience in workers' compensation insurance; experience in other commercial lines is a plus. Bachelor's degree required. 3+ years of underwriting experience preferred. Proven ability to lead through influence and operate as a collaborative "player-coach." Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment. Exceptional analytical and problem-solving capabilities, with a data-driven mindset. Excellent communication skills, with the ability to present complex insights clearly to diverse audiences. Work Environment Remote : Open to U.S.-based candidates eligible to work without sponsorship. Must have a dedicated, quiet workspace. Work Hours : Flexible to meet business needs. Travel : Occasional travel may be required for meetings or team collaboration. Compensation & Benefits Salary Range : $120,000 - $170,000 Comprehensive Benefits Package : EMPLOYERS Benefit Details About EMPLOYERS EMPLOYERS is a fast-growing, innovative provider of workers' compensation insurance. Headquartered in Nevada, we pride ourselves on delivering exceptional service to our clients and fostering a collaborative, fulfilling work environment for our employees across the U.S. We live by our core values: Integrity, Customer Focus, Collaboration, Initiative, Accountability, Innovation, and Personal Fulfillment -guiding how we serve our clients and support each other. Join us and be part of a team that's shaping the future of workers' compensation insurance. Qualifications Minimum 5+ years of experience in workers' compensation insurance; experience in other commercial lines is a plus. Bachelor's degree required. 3+ years of underwriting experience preferred. Proven ability to lead through influence and operate as a collaborative "player-coach." Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment. Exceptional analytical and problem-solving capabilities, with a data-driven mindset. Excellent communication skills, with the ability to present complex insights clearly to diverse audiences. PI40c087a8c7c1-4204
MARSHALL & STERLING INC
Yorktown Heights, New York
Description: We are seeking a dynamic and results-driven Licensed Sales Executive with exceptional communication skills and in-depth knowledge in the commercial insurance industry. This role is ideal for a highly motivated professional who excels at building relationships, identifying opportunities, and closing deals. You will be responsible for driving new business growth, expanding existing commercial lines accounts, and maintaining a strong book of business. This position will be based out of Marshall+Sterling's Yorktown Heights office. MAJOR RESPONSIBILITIES Drive new business growth while maintaining and expanding your book of business. Proactively build and manage a pipeline of prospects to achieve sales and retention goals. Craft a compelling value proposition, leveraging your expertise and the powerful tools provided by Marshall+Sterling. Gather and analyze detailed risk and underwriting information to tailor insurance solutions. Create and present professional, customized insurance proposals using Marshall+Sterling's advanced online system. Follow structured renewal workflows to ensure strong client retention and long-term partnerships. Identify opportunities to refer clients and prospects to other divisions within Marshall+Sterling to meet their broader needs. Partner with internal teams, delegating client service tasks effectively for seamless support. Foster strong, professional relationships with colleagues, contributing to a positive and collaborative work environment. Requirements: Active state insurance license is required, with a commitment to maintaining compliance through ongoing continuing education. Demonstrated success in pursuing and closing sales, with a strong track record of meeting and exceeding goals. Strong communication and interpersonal skills, with the ability to connect with diverse individuals and teams. Highly organized and detail-oriented, ensuring efficiency and accuracy in all aspects of the role. Valid driver's license College degree preferred, high school diploma or equivalent required. Compensation Compensation: $100,000 - $175,000+, based on demonstrated insurance sales experience and measurable achievements. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k), Paid Time Off (PTO), paid holidays, company-paid life insurance for you and your dependents, medical paid time off, employee assistance programs, and more! Why Join Marshall+Sterling? Our ESOP Sets Us Apart! As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Ownership & Wealth-Building: Every eligible employee earns shares in the company at no cost, creating a meaningful path to financial security. Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Retirement Security: Our ESOP is a powerful supplement to your retirement savings, helping you plan for the future with confidence. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. Stability & Legacy: With over 150 years of success, our ESOP ensures that Marshall+Sterling remains strong, independent, and employee-driven for generations to come. Join us and experience the benefits of true employee ownership! MS24, LNK Compensation details: 00 Yearly Salary PIf6628ae9c0d3-5453
12/03/2025
Full time
Description: We are seeking a dynamic and results-driven Licensed Sales Executive with exceptional communication skills and in-depth knowledge in the commercial insurance industry. This role is ideal for a highly motivated professional who excels at building relationships, identifying opportunities, and closing deals. You will be responsible for driving new business growth, expanding existing commercial lines accounts, and maintaining a strong book of business. This position will be based out of Marshall+Sterling's Yorktown Heights office. MAJOR RESPONSIBILITIES Drive new business growth while maintaining and expanding your book of business. Proactively build and manage a pipeline of prospects to achieve sales and retention goals. Craft a compelling value proposition, leveraging your expertise and the powerful tools provided by Marshall+Sterling. Gather and analyze detailed risk and underwriting information to tailor insurance solutions. Create and present professional, customized insurance proposals using Marshall+Sterling's advanced online system. Follow structured renewal workflows to ensure strong client retention and long-term partnerships. Identify opportunities to refer clients and prospects to other divisions within Marshall+Sterling to meet their broader needs. Partner with internal teams, delegating client service tasks effectively for seamless support. Foster strong, professional relationships with colleagues, contributing to a positive and collaborative work environment. Requirements: Active state insurance license is required, with a commitment to maintaining compliance through ongoing continuing education. Demonstrated success in pursuing and closing sales, with a strong track record of meeting and exceeding goals. Strong communication and interpersonal skills, with the ability to connect with diverse individuals and teams. Highly organized and detail-oriented, ensuring efficiency and accuracy in all aspects of the role. Valid driver's license College degree preferred, high school diploma or equivalent required. Compensation Compensation: $100,000 - $175,000+, based on demonstrated insurance sales experience and measurable achievements. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k), Paid Time Off (PTO), paid holidays, company-paid life insurance for you and your dependents, medical paid time off, employee assistance programs, and more! Why Join Marshall+Sterling? Our ESOP Sets Us Apart! As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Ownership & Wealth-Building: Every eligible employee earns shares in the company at no cost, creating a meaningful path to financial security. Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Retirement Security: Our ESOP is a powerful supplement to your retirement savings, helping you plan for the future with confidence. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. Stability & Legacy: With over 150 years of success, our ESOP ensures that Marshall+Sterling remains strong, independent, and employee-driven for generations to come. Join us and experience the benefits of true employee ownership! MS24, LNK Compensation details: 00 Yearly Salary PIf6628ae9c0d3-5453
Description: Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role is based in our Latham Office. We're looking for a people-focused Account Manager who can combine relationship-building with strong commercial insurance expertise to help create a future that's safer and more secure for our clients. In this role, you'll manage your own book of business, collaborate with our producers and executives, and deliver the kind of client experience that builds trust and long-term partnerships. If you're passionate about helping businesses protect what matters, guiding clients through every stage of their risk management journey, and mentoring others to grow alongside you-you'll thrive here. Manage your own book of business - serving as the main point of contact to ensure smooth account management and exceptional client service. Partner with Sales Executives and Producers to design risk management strategies, prepare renewals, and strengthen client relationships. Lead client meetings including policy reviews, renewal discussions, and coverage planning-both in person and online. Build strong carrier relationships to secure competitive coverage options and resolve client service needs. Review and prepare applications , policies, endorsements, audits, and proposals for accuracy using Microsoft Office and agency systems. Stay up-to-date on industry trends , regulations, carrier guidelines, and coverage changes to provide clients with informed recommendations. Mentor Assistant Account Managers , offering guidance and support to help them succeed. Requirements: A four-year college degree in business or related field Experience with basic office automation software, such as Microsoft Word, Excel and Outlook. Must have own transportation or access to reliable transportation and maintain a valid driver's license throughout employment. This position requires a NYS P+C brokers license. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. The salary range for this position is $60,000 to $100,000, negotiable and based on commission. The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location. Compensation details: 00 Yearly Salary PIbc60d849af05-9415
12/03/2025
Full time
Description: Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role is based in our Latham Office. We're looking for a people-focused Account Manager who can combine relationship-building with strong commercial insurance expertise to help create a future that's safer and more secure for our clients. In this role, you'll manage your own book of business, collaborate with our producers and executives, and deliver the kind of client experience that builds trust and long-term partnerships. If you're passionate about helping businesses protect what matters, guiding clients through every stage of their risk management journey, and mentoring others to grow alongside you-you'll thrive here. Manage your own book of business - serving as the main point of contact to ensure smooth account management and exceptional client service. Partner with Sales Executives and Producers to design risk management strategies, prepare renewals, and strengthen client relationships. Lead client meetings including policy reviews, renewal discussions, and coverage planning-both in person and online. Build strong carrier relationships to secure competitive coverage options and resolve client service needs. Review and prepare applications , policies, endorsements, audits, and proposals for accuracy using Microsoft Office and agency systems. Stay up-to-date on industry trends , regulations, carrier guidelines, and coverage changes to provide clients with informed recommendations. Mentor Assistant Account Managers , offering guidance and support to help them succeed. Requirements: A four-year college degree in business or related field Experience with basic office automation software, such as Microsoft Word, Excel and Outlook. Must have own transportation or access to reliable transportation and maintain a valid driver's license throughout employment. This position requires a NYS P+C brokers license. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. The salary range for this position is $60,000 to $100,000, negotiable and based on commission. The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location. Compensation details: 00 Yearly Salary PIbc60d849af05-9415
Description: We are seeking a dynamic and results-driven Commercial Lines Sales Executive (P&C) with exceptional communication skills and in-depth knowledge in the commercial insurance industry. This role is ideal for a highly motivated professional who excels at building relationships, identifying opportunities, and closing deals. You will be responsible for driving new business growth, expanding existing commercial lines accounts, and maintaining a strong book of business. This position can be hybrid remote based out of the following Marshall+Sterling locations: Latham, NY Glen Falls, NY Oswego, NY MAJOR RESPONSIBILITIES Drive new business growth while maintaining and expanding your book of business. Proactively build and manage a pipeline of prospects to achieve sales and retention goals. Craft a compelling value proposition, leveraging your expertise and the powerful tools provided by Marshall+Sterling. Gather and analyze detailed risk and underwriting information to tailor insurance solutions. Create and present professional, customized insurance proposals using Marshall+Sterling's advanced online system. Follow structured renewal workflows to ensure strong client retention and long-term partnerships. Identify opportunities to refer clients and prospects to other divisions within Marshall+Sterling to meet their broader needs. Partner with internal teams, delegating client service tasks effectively for seamless support. Foster strong, professional relationships with colleagues, contributing to a positive and collaborative work environment. Requirements: Active state insurance license is required, with a commitment to maintaining compliance through ongoing continuing education. Demonstrated success in pursuing and closing sales, with a strong track record of meeting and exceeding goals. Strong communication and interpersonal skills, with the ability to connect with diverse individuals and teams. Highly organized and detail-oriented, ensuring efficiency and accuracy in all aspects of the role. Valid driver's license College degree preferred, high school diploma or equivalent required. Compensation Compensation: $100,000 - $175,000, based on demonstrated insurance sales experience and measurable achievements. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k), Paid Time Off (PTO), paid holidays, company-paid life insurance for you and your dependents, medical paid time off, employee assistance programs, and more! Why Join Marshall+Sterling? Our ESOP Sets Us Apart! As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Ownership & Wealth-Building: Every eligible employee earns shares in the company at no cost, creating a meaningful path to financial security. Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Retirement Security: Our ESOP is a powerful supplement to your retirement savings, helping you plan for the future with confidence. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. Stability & Legacy: With over 150 years of success, our ESOP ensures that Marshall+Sterling remains strong, independent, and employee-driven for generations to come. Join us and experience the benefits of true employee ownership! M&S 24 and LNK Compensation details: 00 Yearly Salary PI4c7696c5827d-7366
12/03/2025
Full time
Description: We are seeking a dynamic and results-driven Commercial Lines Sales Executive (P&C) with exceptional communication skills and in-depth knowledge in the commercial insurance industry. This role is ideal for a highly motivated professional who excels at building relationships, identifying opportunities, and closing deals. You will be responsible for driving new business growth, expanding existing commercial lines accounts, and maintaining a strong book of business. This position can be hybrid remote based out of the following Marshall+Sterling locations: Latham, NY Glen Falls, NY Oswego, NY MAJOR RESPONSIBILITIES Drive new business growth while maintaining and expanding your book of business. Proactively build and manage a pipeline of prospects to achieve sales and retention goals. Craft a compelling value proposition, leveraging your expertise and the powerful tools provided by Marshall+Sterling. Gather and analyze detailed risk and underwriting information to tailor insurance solutions. Create and present professional, customized insurance proposals using Marshall+Sterling's advanced online system. Follow structured renewal workflows to ensure strong client retention and long-term partnerships. Identify opportunities to refer clients and prospects to other divisions within Marshall+Sterling to meet their broader needs. Partner with internal teams, delegating client service tasks effectively for seamless support. Foster strong, professional relationships with colleagues, contributing to a positive and collaborative work environment. Requirements: Active state insurance license is required, with a commitment to maintaining compliance through ongoing continuing education. Demonstrated success in pursuing and closing sales, with a strong track record of meeting and exceeding goals. Strong communication and interpersonal skills, with the ability to connect with diverse individuals and teams. Highly organized and detail-oriented, ensuring efficiency and accuracy in all aspects of the role. Valid driver's license College degree preferred, high school diploma or equivalent required. Compensation Compensation: $100,000 - $175,000, based on demonstrated insurance sales experience and measurable achievements. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k), Paid Time Off (PTO), paid holidays, company-paid life insurance for you and your dependents, medical paid time off, employee assistance programs, and more! Why Join Marshall+Sterling? Our ESOP Sets Us Apart! As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Ownership & Wealth-Building: Every eligible employee earns shares in the company at no cost, creating a meaningful path to financial security. Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Retirement Security: Our ESOP is a powerful supplement to your retirement savings, helping you plan for the future with confidence. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. Stability & Legacy: With over 150 years of success, our ESOP ensures that Marshall+Sterling remains strong, independent, and employee-driven for generations to come. Join us and experience the benefits of true employee ownership! M&S 24 and LNK Compensation details: 00 Yearly Salary PI4c7696c5827d-7366
Director of Donor Services Req number: R6602 Employment type: Full time Worksite flexibility: Onsite Who we are CAI is a global technology services firm with over 8,500 associates worldwide and a yearly revenue of $1 billion+. We have over 40 years of excellence in uniting talent and technology to power the possible for our clients, colleagues, and communities. As a privately held company, we have the freedom and focus to do what is right-whatever it takes. Our tailor-made solutions create lasting results across the public and commercial sectors, and we are trailblazers in bringing neurodiversity to the enterprise. Job Summary As a Director of Donor Services, you will secure private financial contributions and communicate with a variety of donors. This position requires up to 20% travel. Job Description We are seeking a Director of Donor Services for our client, a well-respected and nationally recognized not-for-profit corporation that conducts scholarship programs. This is a direct hire position and is full-time, onsite in Evanston, Illinois. Our client is seeking a professional who will report directly to the Executive Director of Scholar and Donor Services. This individual will help manage the corporation's efforts to secure private financial contributions and will serve as the secondary department leadership role in conducting an inaugural multi-million-dollar fundraising campaign. As part of a small team that covers the entire United States, this individual will be expected to travel approximately 20% of the year and must be comfortable communicating with a variety of contacts including Scholars and corporate and foundation executives. This individual must have a strong work ethic, solid communication skills (both oral and written), and be self-motivated, well-organized, and work well both independently and with others in teams. The ideal candidate should have at least three years of practical related development experience including supervising a team and oversight of an overall fundraising function. Due to the specific legal and contractual requirements associated with this position, only US Citizens and Green Card Holders/Permanent residents will be considered for this role. What You'll Do Work with internal staff and corporate leadership to complete a major inaugural fundraising campaign Initiate dialogue and cultivate ongoing interactions with potential donors Educate potential donors about the corporation's mission and cultivate requests for financial support to grow and expand the corporation's mission Identify and research potential donors from an extensive prospect pool Assist with internal analysis and report to the Executive Director of Scholar and Donor Services concerning developments regarding fundraising activities and campaign status Work directly with other internal departments to enhance prospecting efforts Extensive use of a customized database in addition to standard PC applications Recommend and help implement procedural improvements/efficiencies Perform general administrative duties, including data input, correspondence, proofing documents, etc. Various other duties as assigned by the Executive Director of Scholar and Donor Services, President, other officers, and upper management of the corporation What You'll Need Required: Bachelor's degree, required Experience managing a portfolio of 75-100 donors Solicitation of gifts of $25,000 and above Team management and supervision experience including writing annual performance reviews, performance management, etc. Must have excellent written and verbal communication skills Must have strong project management and organizational skills Must have familiarity with philanthropic and fundraising best practices Must be a collaborative team player who enjoys working with others Thorough knowledge and experience working with Word, Excel, and Adobe Acrobat required Experience with Customer Relationship Management (CRM) software - specifically, Salesforce Nonprofit Success Pack (NPSP) is highly preferred Strong awareness of corporate, private foundation, and collegiate sectors; marketing oriented; professional in demeanor and presentation; commitment to academic excellence; business-like communicator familiar with structured environments and deadlines; ability to effectively present ideas in detail at the boardroom level; strong commitment to the highest ethical business practices Preferred: Advanced degrees/certifications preferred Physical Requirements Ability to safely and successfully perform the essential job functions consistent with the ADA and other federal, state, and local standards Sedentary work that involves sitting or remaining stationary most of the time with occasional need to move around the office to attend meetings, etc. Ability to conduct repetitive tasks on a computer, utilizing a mouse, keyboard, and monitor Ability to travel up to 20% Our client provides excellent benefits including a corporate-sponsored health care plan, Paid Time Off (PTO), flexible spending accounts (health care, dependent care and transportation), and a very lucrative retirement plan. Reasonable accommodation statement If you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employment selection process, please direct your inquiries to or 824 - 8111. $90,000 - $115,000 per year The pay range for this position is listed above. Exact compensation may vary based on several factors, including location, experience, and education. Benefit packages include medical, dental, and vision insurance, as well as 401k retirement account access. Employees in this role receive paid time off and may also be entitled to paid sick leave and/or other paid time off as provided by applicable law.
12/03/2025
Full time
Director of Donor Services Req number: R6602 Employment type: Full time Worksite flexibility: Onsite Who we are CAI is a global technology services firm with over 8,500 associates worldwide and a yearly revenue of $1 billion+. We have over 40 years of excellence in uniting talent and technology to power the possible for our clients, colleagues, and communities. As a privately held company, we have the freedom and focus to do what is right-whatever it takes. Our tailor-made solutions create lasting results across the public and commercial sectors, and we are trailblazers in bringing neurodiversity to the enterprise. Job Summary As a Director of Donor Services, you will secure private financial contributions and communicate with a variety of donors. This position requires up to 20% travel. Job Description We are seeking a Director of Donor Services for our client, a well-respected and nationally recognized not-for-profit corporation that conducts scholarship programs. This is a direct hire position and is full-time, onsite in Evanston, Illinois. Our client is seeking a professional who will report directly to the Executive Director of Scholar and Donor Services. This individual will help manage the corporation's efforts to secure private financial contributions and will serve as the secondary department leadership role in conducting an inaugural multi-million-dollar fundraising campaign. As part of a small team that covers the entire United States, this individual will be expected to travel approximately 20% of the year and must be comfortable communicating with a variety of contacts including Scholars and corporate and foundation executives. This individual must have a strong work ethic, solid communication skills (both oral and written), and be self-motivated, well-organized, and work well both independently and with others in teams. The ideal candidate should have at least three years of practical related development experience including supervising a team and oversight of an overall fundraising function. Due to the specific legal and contractual requirements associated with this position, only US Citizens and Green Card Holders/Permanent residents will be considered for this role. What You'll Do Work with internal staff and corporate leadership to complete a major inaugural fundraising campaign Initiate dialogue and cultivate ongoing interactions with potential donors Educate potential donors about the corporation's mission and cultivate requests for financial support to grow and expand the corporation's mission Identify and research potential donors from an extensive prospect pool Assist with internal analysis and report to the Executive Director of Scholar and Donor Services concerning developments regarding fundraising activities and campaign status Work directly with other internal departments to enhance prospecting efforts Extensive use of a customized database in addition to standard PC applications Recommend and help implement procedural improvements/efficiencies Perform general administrative duties, including data input, correspondence, proofing documents, etc. Various other duties as assigned by the Executive Director of Scholar and Donor Services, President, other officers, and upper management of the corporation What You'll Need Required: Bachelor's degree, required Experience managing a portfolio of 75-100 donors Solicitation of gifts of $25,000 and above Team management and supervision experience including writing annual performance reviews, performance management, etc. Must have excellent written and verbal communication skills Must have strong project management and organizational skills Must have familiarity with philanthropic and fundraising best practices Must be a collaborative team player who enjoys working with others Thorough knowledge and experience working with Word, Excel, and Adobe Acrobat required Experience with Customer Relationship Management (CRM) software - specifically, Salesforce Nonprofit Success Pack (NPSP) is highly preferred Strong awareness of corporate, private foundation, and collegiate sectors; marketing oriented; professional in demeanor and presentation; commitment to academic excellence; business-like communicator familiar with structured environments and deadlines; ability to effectively present ideas in detail at the boardroom level; strong commitment to the highest ethical business practices Preferred: Advanced degrees/certifications preferred Physical Requirements Ability to safely and successfully perform the essential job functions consistent with the ADA and other federal, state, and local standards Sedentary work that involves sitting or remaining stationary most of the time with occasional need to move around the office to attend meetings, etc. Ability to conduct repetitive tasks on a computer, utilizing a mouse, keyboard, and monitor Ability to travel up to 20% Our client provides excellent benefits including a corporate-sponsored health care plan, Paid Time Off (PTO), flexible spending accounts (health care, dependent care and transportation), and a very lucrative retirement plan. Reasonable accommodation statement If you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employment selection process, please direct your inquiries to or 824 - 8111. $90,000 - $115,000 per year The pay range for this position is listed above. Exact compensation may vary based on several factors, including location, experience, and education. Benefit packages include medical, dental, and vision insurance, as well as 401k retirement account access. Employees in this role receive paid time off and may also be entitled to paid sick leave and/or other paid time off as provided by applicable law.
Description: Sales oriented position requiring advanced communication skills and a thorough knowledge of insurance products available through the agency. Capable of aggressively pursuing and closing sales of new and existing commercial lines accounts and retaining book of commercial lines business. Value oriented selling process. Commission based compensation. This position is based out of Marshall & Sterling's Poughkeepsie Group Benefits Office. MAJOR RESPONSIBILITIES Achieve minimum sales and other objectives as agreed upon. New business growth adequate to maintain and grow overall account. Develop and maintain pipeline of prospects which will allow for achievement of sales and retention goals. Develop value proposition which encompasses personal skills and tools provided by Marshall & Sterling. Collect detailed risk and underwriting information. Develop and deliver formal proposals of insurance utilizing Marshall & Sterling's online system. Follow renewal workflows to ensure retention of accounts. Refer clients and prospects to other divisions of Marshall & Sterling. Delegate client service needs appropriately. Establish and follow through on appropriate service timelines on appropriate accounts. Attend all sales meetings as required. Collect premiums per established agency procedures. Follow agency E&O and workflow procedures to document activities and prevent errors and omissions losses. Effectively use the marketing, loss control and claims handling resources of the Agency to maximize the service provided to the client. Promote agency and insurance industry in the community. Obtain required continuing education credits. Maintain professional accreditation necessary to meet agency standards. Participate in continuing education programs when available. Build and maintain a favorable and professional work relationship with other staff members. Adhere to established employee manual policies and guidelines. Promptly report all E&O claims and potential E&O claims. Maintain confidentiality in all aspects of client, staff and agency information. Perform other duties and projects as assigned. Requirements: College degree preferred, high school diploma or equivalent required. Proven ability to pursue and close sales. Knowledge of insurance products. Appropriate state insurance licenses and continuing education required. Works effectively and relates well with others including superiors, colleagues and individuals inside and outside the company in a professional manner. Experience and knowledge of Microsoft Office Programs. Experience with Vertafore a plus. Valid driver's license and acceptable driving record. Ability to communicate with and work with diverse types of individuals and groups. High level of organizational ability with attention to detail. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. The annual salary range is $100,000-$250,000 negotiable and based on commission. The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location. Compensation details: 00 Yearly Salary PI69c99b1a5-
12/02/2025
Full time
Description: Sales oriented position requiring advanced communication skills and a thorough knowledge of insurance products available through the agency. Capable of aggressively pursuing and closing sales of new and existing commercial lines accounts and retaining book of commercial lines business. Value oriented selling process. Commission based compensation. This position is based out of Marshall & Sterling's Poughkeepsie Group Benefits Office. MAJOR RESPONSIBILITIES Achieve minimum sales and other objectives as agreed upon. New business growth adequate to maintain and grow overall account. Develop and maintain pipeline of prospects which will allow for achievement of sales and retention goals. Develop value proposition which encompasses personal skills and tools provided by Marshall & Sterling. Collect detailed risk and underwriting information. Develop and deliver formal proposals of insurance utilizing Marshall & Sterling's online system. Follow renewal workflows to ensure retention of accounts. Refer clients and prospects to other divisions of Marshall & Sterling. Delegate client service needs appropriately. Establish and follow through on appropriate service timelines on appropriate accounts. Attend all sales meetings as required. Collect premiums per established agency procedures. Follow agency E&O and workflow procedures to document activities and prevent errors and omissions losses. Effectively use the marketing, loss control and claims handling resources of the Agency to maximize the service provided to the client. Promote agency and insurance industry in the community. Obtain required continuing education credits. Maintain professional accreditation necessary to meet agency standards. Participate in continuing education programs when available. Build and maintain a favorable and professional work relationship with other staff members. Adhere to established employee manual policies and guidelines. Promptly report all E&O claims and potential E&O claims. Maintain confidentiality in all aspects of client, staff and agency information. Perform other duties and projects as assigned. Requirements: College degree preferred, high school diploma or equivalent required. Proven ability to pursue and close sales. Knowledge of insurance products. Appropriate state insurance licenses and continuing education required. Works effectively and relates well with others including superiors, colleagues and individuals inside and outside the company in a professional manner. Experience and knowledge of Microsoft Office Programs. Experience with Vertafore a plus. Valid driver's license and acceptable driving record. Ability to communicate with and work with diverse types of individuals and groups. High level of organizational ability with attention to detail. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. The annual salary range is $100,000-$250,000 negotiable and based on commission. The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location. Compensation details: 00 Yearly Salary PI69c99b1a5-
