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Jobot
Regional Title Sales Manager
Jobot Milwaukee, Wisconsin
WANTED: Experienced Regional Title Sales Manager - Commercial and Residential Real Estate This Jobot Job is hosted by: Stephen Niedringhaus Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $200,000 - $230,000 per year A bit about us: WANTED: Experienced Regional Title Sales Manager - Commercial and Residential Real Estate Regional Title Sales Manager Needed In Kansas, Michigan, Missouri, Minnesota, Wisconsin, and Nebraska We are a people-first organization built for the residential and commercial real estate industry. We are one of the nation's largest and fastest-growing title insurance underwriters. We serve title insurance agents across 37 states plus the District of Columbia. We are known for our knowledgeable, responsive underwriting solutions and our commitment to integrity, financial stability, and long-term relationships. We invest heavily in our culture and our employees. We encourage our employees to take ownership of their careers while contributing to our continued growth. Don't miss out on this great career opportunity. Interviews are going on now. Apply today. Why join us? Remote - Work from home Competitive base pay ($200,000 to $230,000+ depending on experience and book of business) Bonus/commission plan Excellent comprehensive benefits (health, wellness, PTO, 401(k) + match, etc.) A supportive workplace where your career can grow Plus so much more If you're ready to bring your expertise and join a team that values your success, apply today and be part of a company that's shaping the future of real estate services. Job Details Must Have 7+ years of experience in the Residential Title Insurance Industry Must Have 5+ years of people leadership experience As our next Regional Title Sales Manager, you will drive regional growth by recruiting and onboarding new title agents, expanding wallet share with existing agents, and acting as the primary relationship owner between title agents and our underwriters This is a revenue-impacting, relationship-centric leadership role combining sales execution, partner management, financial oversight, and internal cross-functional coordination. Key Responsibilities Develop and maintain strong, productive relationships with title agents in Kansas, Michigan, Missouri, Minnesota, Wisconsin, and Nebraska Identify, evaluate, and nurture prospective customers through the sales pipeline. Convert qualified prospects into active revenue-producing customers and oversee the full agent application and onboarding process. Monitor agent metrics, review financials, and evaluate performance and risk indicators, ensuring accurate documentation and timely follow-up. Develop and execute regional sales strategies utilizing best practices, market insights, and proven techniques. Collaborate with the internal marketing team to develop or tailor content and ensure materials accurately reflect our value proposition. Coordinate, provide, and support training and education for title agents and their customers. Serve as a consultative partner by delivering ongoing value and insights to agents. Maintain exceptional customer satisfaction through timely responses, problem resolution, and proactive communication. Act as a liaison between title agents and the underwriting team to facilitate smooth operations and decision-making. Conduct in-person and virtual visits with title agents to build relationships, meet new stakeholders, and increase wallet share. Ensure adherence to all company policies, compliance standards, and operational procedures. Manage a dynamic schedule, effectively prioritizing multiple relationships and initiatives. Monitor industry news, regulatory changes, and market trends affecting agents and prospects. Perform sales planning, documentation, reporting, and forecasting as required. Lead, coach, and support regional sales team members to achieve goals, develop skills, and apply best practices. Required 7+ years of experience in the Residential Title Insurance Industry 5+ years of people leadership experience Candidate must reside in the assigned territory (MI, MN, WI) Proven ability to provide strategic, thoughtful guidance on business issues. Strong executive-level communication, presentation, and influencing skills. Customer-focused mindset with the ability to build trust and long-term partnerships. Demonstrated results orientation with a strong focus on achieving both short and long term objectives. Successful track record of thriving in a fast-paced, entrepreneurial, and dynamic environment. Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint). Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
03/04/2026
Full time
WANTED: Experienced Regional Title Sales Manager - Commercial and Residential Real Estate This Jobot Job is hosted by: Stephen Niedringhaus Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $200,000 - $230,000 per year A bit about us: WANTED: Experienced Regional Title Sales Manager - Commercial and Residential Real Estate Regional Title Sales Manager Needed In Kansas, Michigan, Missouri, Minnesota, Wisconsin, and Nebraska We are a people-first organization built for the residential and commercial real estate industry. We are one of the nation's largest and fastest-growing title insurance underwriters. We serve title insurance agents across 37 states plus the District of Columbia. We are known for our knowledgeable, responsive underwriting solutions and our commitment to integrity, financial stability, and long-term relationships. We invest heavily in our culture and our employees. We encourage our employees to take ownership of their careers while contributing to our continued growth. Don't miss out on this great career opportunity. Interviews are going on now. Apply today. Why join us? Remote - Work from home Competitive base pay ($200,000 to $230,000+ depending on experience and book of business) Bonus/commission plan Excellent comprehensive benefits (health, wellness, PTO, 401(k) + match, etc.) A supportive workplace where your career can grow Plus so much more If you're ready to bring your expertise and join a team that values your success, apply today and be part of a company that's shaping the future of real estate services. Job Details Must Have 7+ years of experience in the Residential Title Insurance Industry Must Have 5+ years of people leadership experience As our next Regional Title Sales Manager, you will drive regional growth by recruiting and onboarding new title agents, expanding wallet share with existing agents, and acting as the primary relationship owner between title agents and our underwriters This is a revenue-impacting, relationship-centric leadership role combining sales execution, partner management, financial oversight, and internal cross-functional coordination. Key Responsibilities Develop and maintain strong, productive relationships with title agents in Kansas, Michigan, Missouri, Minnesota, Wisconsin, and Nebraska Identify, evaluate, and nurture prospective customers through the sales pipeline. Convert qualified prospects into active revenue-producing customers and oversee the full agent application and onboarding process. Monitor agent metrics, review financials, and evaluate performance and risk indicators, ensuring accurate documentation and timely follow-up. Develop and execute regional sales strategies utilizing best practices, market insights, and proven techniques. Collaborate with the internal marketing team to develop or tailor content and ensure materials accurately reflect our value proposition. Coordinate, provide, and support training and education for title agents and their customers. Serve as a consultative partner by delivering ongoing value and insights to agents. Maintain exceptional customer satisfaction through timely responses, problem resolution, and proactive communication. Act as a liaison between title agents and the underwriting team to facilitate smooth operations and decision-making. Conduct in-person and virtual visits with title agents to build relationships, meet new stakeholders, and increase wallet share. Ensure adherence to all company policies, compliance standards, and operational procedures. Manage a dynamic schedule, effectively prioritizing multiple relationships and initiatives. Monitor industry news, regulatory changes, and market trends affecting agents and prospects. Perform sales planning, documentation, reporting, and forecasting as required. Lead, coach, and support regional sales team members to achieve goals, develop skills, and apply best practices. Required 7+ years of experience in the Residential Title Insurance Industry 5+ years of people leadership experience Candidate must reside in the assigned territory (MI, MN, WI) Proven ability to provide strategic, thoughtful guidance on business issues. Strong executive-level communication, presentation, and influencing skills. Customer-focused mindset with the ability to build trust and long-term partnerships. Demonstrated results orientation with a strong focus on achieving both short and long term objectives. Successful track record of thriving in a fast-paced, entrepreneurial, and dynamic environment. Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint). Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Jobot
Agency Title Sales Representative
Jobot Grand Rapids, Michigan
WANTED: Experienced Agency Title Sales Representative - Commercial and Residential Real Estate This Jobot Job is hosted by: Stephen Niedringhaus Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $75,000 - $90,000 per year A bit about us: WANTED: Experienced Agency Title Sales Representative - Commercial and Residential Real Estate Must have 2+ years of Title Insurance Industry and Sales experience is required Agency Title Sales Representative Needed In Michigan, Minnesota, Wisconsin, And Nebraska We are a people-first organization built for the residential and commercial real estate industry. We are one of the nation's largest and fastest-growing title insurance underwriters. We serve title insurance agents across 37 states plus the District of Columbia. We are known for our knowledgeable, responsive underwriting solutions and our commitment to integrity, financial stability, and long-term relationships. We invest heavily in our culture and our employees. We encourage our employees to take ownership of their careers while contributing to our continued growth. Don't miss out on this great career opportunity. Interviews are going on now. Apply today. Why join us? Remote - Work from home Competitive base pay ($75,000 to $90,000+ depending on experience and book of business) Bonus/commission plan Excellent comprehensive benefits (health, wellness, PTO, 401(k) + match, etc.) A supportive workplace where your career can grow Plus so much more If you're ready to bring your expertise and join a team that values your success, apply today and be part of a company that's shaping the future of real estate services. Job Details Must have 2+ years of Title Insurance Industry and Sales experience is required Agency Title Sales Representative Needed In Michigan, Minnesota, Wisconsin, And Nebraska Agency Sales Representative responsible for developing new relationships with title agencies not currently affiliated with our company, while expanding share of wallet with our existing agents. This role blends new business development, relationship management, licensing support, and educational outreach within assigned territories. Key Responsibilities Develop and maintain strong relationships with title agents within assigned states/territories. Identify, evaluate, and recruit new title agency prospects using consultative sales techniques and industry knowledge. Manage and oversee the title agent application and onboarding process. Coordinate and support licensing for new agencies and licensing changes for existing agents. Create, teach, and implement educational seminars for title agents plus their customers, covering underwriting, compliance, and industry topics. Monitor agent activity and performance, including financial reviews and documentation. Build complementary relationships with mortgage lenders, real estate agents, principals, and other referral partners. Represent our company at industry events, networking functions, and educational forums. Qualifications 2+ years of Title Insurance Industry and Sales experience is required. Demonstrated strength in relationship building, consultative selling, and account management. Strong verbal and written communication skills. Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook). Ability to travel 25-50% within the assigned territory. Must be local to, or willing to be based in, the assigned region (Michigan, Minnesota, Wisconsin, or Nebraska) Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
03/04/2026
Full time
WANTED: Experienced Agency Title Sales Representative - Commercial and Residential Real Estate This Jobot Job is hosted by: Stephen Niedringhaus Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $75,000 - $90,000 per year A bit about us: WANTED: Experienced Agency Title Sales Representative - Commercial and Residential Real Estate Must have 2+ years of Title Insurance Industry and Sales experience is required Agency Title Sales Representative Needed In Michigan, Minnesota, Wisconsin, And Nebraska We are a people-first organization built for the residential and commercial real estate industry. We are one of the nation's largest and fastest-growing title insurance underwriters. We serve title insurance agents across 37 states plus the District of Columbia. We are known for our knowledgeable, responsive underwriting solutions and our commitment to integrity, financial stability, and long-term relationships. We invest heavily in our culture and our employees. We encourage our employees to take ownership of their careers while contributing to our continued growth. Don't miss out on this great career opportunity. Interviews are going on now. Apply today. Why join us? Remote - Work from home Competitive base pay ($75,000 to $90,000+ depending on experience and book of business) Bonus/commission plan Excellent comprehensive benefits (health, wellness, PTO, 401(k) + match, etc.) A supportive workplace where your career can grow Plus so much more If you're ready to bring your expertise and join a team that values your success, apply today and be part of a company that's shaping the future of real estate services. Job Details Must have 2+ years of Title Insurance Industry and Sales experience is required Agency Title Sales Representative Needed In Michigan, Minnesota, Wisconsin, And Nebraska Agency Sales Representative responsible for developing new relationships with title agencies not currently affiliated with our company, while expanding share of wallet with our existing agents. This role blends new business development, relationship management, licensing support, and educational outreach within assigned territories. Key Responsibilities Develop and maintain strong relationships with title agents within assigned states/territories. Identify, evaluate, and recruit new title agency prospects using consultative sales techniques and industry knowledge. Manage and oversee the title agent application and onboarding process. Coordinate and support licensing for new agencies and licensing changes for existing agents. Create, teach, and implement educational seminars for title agents plus their customers, covering underwriting, compliance, and industry topics. Monitor agent activity and performance, including financial reviews and documentation. Build complementary relationships with mortgage lenders, real estate agents, principals, and other referral partners. Represent our company at industry events, networking functions, and educational forums. Qualifications 2+ years of Title Insurance Industry and Sales experience is required. Demonstrated strength in relationship building, consultative selling, and account management. Strong verbal and written communication skills. Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook). Ability to travel 25-50% within the assigned territory. Must be local to, or willing to be based in, the assigned region (Michigan, Minnesota, Wisconsin, or Nebraska) Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Ace Hardware Corporation
Commercial Underwriter
Ace Hardware Corporation Oak Brook, Illinois
The Commercial Underwriter's focus will be underwriting the Ace Hardware Insurance Program, including the prequalification of new business, validating renewal exposures, risk qualifications and pricing; and assist the AIA team in achieving its servicing and sales goals with a variety of underwriting and workflow responsibilities. What You'll Do Manage the underwriting of the entire policy portfolio including Package, ISO BOP, WC, Auto and excess lines of coverage in accordance with the agency/fronting carriers growth, retention, rate, profitability and premium goals. Work with fronting carrier to identify potential agency guideline deficiencies and opportunities. Champion coverage and rate changes once identified and determined necessary, with fronting carrier and agency management. E valuate new and renewal exposures, limits, and issued policies to ensure compliance with underwriting guidelines and state regulations. Manage policy referral to fronting carrier process to ensure completeness of submissions, complete understanding of issues necessitating referral, and timeliness of fronting carrier response. Work with agent to ensure renewals are completed, issued and the policies are received by the agent at least 30 or more days prior to the renewal date. Order and evaluate various reports to determine future underwriting actions including: renewing a risk with no changes, coverage modification and non-renewals. Required Skills The candidate will require a BA/BS degree targeting Business or Insurance 3+ years of Property/Casualty insurance underwriting experience and possessing or currently pursuing a CPCU. Without a degree the candidate will need 5+ of Property/Casualty underwriting experience and currently pursuing an AU or CPCU insurance designation. The candidate will need to possess a demonstrated technical knowledge of commercial lines underwriting, be detail oriented, organized and able to handle multiple tasks to meet deadlines. Ability to prepare and review underwriting information to assist in the underwriting of new & renewal small & medium Commercial business A self-starter with a high level attention to detail, accuracy, and data integrity Be willing to learn and work in a fast-paced environment, multi-task, and make quick decisions while maintaining underwriting integrity, yet maintain standards of quality and quantity of output as established by management Ability to collaborate and work well within a team structure Strong Small Business Program underwriting acumen and experience is preferred Familiarity with new, highly intuitive, commercial lines rating and data systems and providers Strong organizational, time management, oral & written communication skills Strong computer skills including Microsoft Excel, Word, Outlook and Publisher; strong Excel and Word skills a must (Intermediate to Advanced) Compensation Details: $76300 - $95500 per year Why should you join our team? We live our values - W.E.L.I.G.H.T (Winning, Excellence, Love, Integrity, Gratitude, Humility, and Teamwork). Gratitude. Humility. Love. You don't often see values like these in most corporate statements, but Ace is different. These things are important to us. They represent our commitment to the company, our employees, to Ace retailers and to the Ace brand. In addition to providing our employees a great culture, Ace also offers competitive benefits that address life's necessities and perks, many of which expand and improve year after year, including: Incentive opportunities, based on role/grade level (rapid company growth over the past 5 years resulted in incentives being paid out at an average of 122% of your target opportunity!) Generous 401(k) retirement savings plan with a fully vested matching contribution the first year in addition to quarterly contributions and annual discretionary contribution (once eligibility requirements have been met). Over the past 5 years, company contributions (matching, quarterly & discretionary) for fully eligible employees have averaged 10.4% of total eligible compensation. Comprehensive health coverage (medical, dental, vision and disability - up to 26 weeks short-term disability and long-term disability ) & life insurance benefits for you and your dependents 21 days of vacation immediately available (prorated in the first year) and up to 6 paid holidays depending on the month of hire Your career at Ace is more than just a job. It's a chance to be part of something meaningful. We help locally-owned businesses thrive and make an impact in their communities - and we support our employees in doing the same by offering an annual Ace Cares Week, 20 hours off work per year to volunteer at an organization of your choice, opportunities to help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation Ace invests in every employee we hire, with a key focus on development and coaching. We offer on-site classes, facilitator-led courses, and a generous tuition assistance program, plus a performance management approach that goes beyond the typical annual review We know the work environment matters. That's why Ace holds frequent campus events like Employee Appreciation Week, vendor demos, cookouts, and merchandise sales We bring them to you! Services such as mobile spas, auto maintenance, car wash and detailing, dry cleaning, dentists, eye doctors, flu shots, recycling and more! Employee discounts on Ace merchandise (including top brands like Weber, Traeger, Yeti, Craftsman, DeWalt and more), travel, fitness, computers and thousands more Birth/Adoption bonding paid time off Adoption cost reimbursement Employee Assistance Program (EAP) - access to free visits to therapists and lawyers, guidance on financial matters, elder and childcare, and assistance with tickets to entertainment events Identity theft protection Benefits are provided in compliance with applicable plans and policies. Want to be notified when new jobs are posted? Follow the link below to create an account and set up custom job alerts: Create Job Alert We want to hear from you! When most people think of career opportunities with Ace Hardware, they often think of the helpful cashiers and sales associates at their local store. However, have you also considered the people behind the scenes who select, promote, ship and process the invoices for more than 75,000 products? Maybe you haven't, but we'd like you to. Because together we help our customers take care of their homes. Come find out why a career with the Ace Hardware Corporation is one of America's best kept secrets. Equal Opportunity Employer Ace Hardware Corporation is committed to a policy of promoting equal employment opportunities. The company recognizes the importance of diversity and leveraging the skills and talents of all people to the mutual advantage of each individual and the organization. The company is committed to the prevention of employment discrimination related to race, religion, color, sex (including sexual harassment), gender identity, national origin, age, marital status, disability and military or veteran status, sexual orientation or any other action covered by federal or applicable state/local laws. Disclaimer The pay range for this position starts as listed in the job posting, but could be higher based on education and experience. Please note, compensation decisions are dependent on the facts and circumstances of each opening. We take into consideration the minimum requirements outlined in the job description, such as an individual's education, training and experience, the position's work location, required travel (if any), and external market conditions when determining the final salary for potential new hires. Be aware that salary estimates published via alternate online job boards may not be a true representation of the actual pay range offered for this position. Please refer to the Ace position description for the accurate starting pay range information and feel free to discuss this with a Talent Acquisition professional if you are chosen to move forward with an interview. This written "Position Description" is not intended to cover all aspects of the position listed. It is meant to cover the basic/general essential job functions of a particular position. Ace Hardware Corporation reserves the right to change job duties, including essential job functions, according to business necessity. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
03/03/2026
Full time
The Commercial Underwriter's focus will be underwriting the Ace Hardware Insurance Program, including the prequalification of new business, validating renewal exposures, risk qualifications and pricing; and assist the AIA team in achieving its servicing and sales goals with a variety of underwriting and workflow responsibilities. What You'll Do Manage the underwriting of the entire policy portfolio including Package, ISO BOP, WC, Auto and excess lines of coverage in accordance with the agency/fronting carriers growth, retention, rate, profitability and premium goals. Work with fronting carrier to identify potential agency guideline deficiencies and opportunities. Champion coverage and rate changes once identified and determined necessary, with fronting carrier and agency management. E valuate new and renewal exposures, limits, and issued policies to ensure compliance with underwriting guidelines and state regulations. Manage policy referral to fronting carrier process to ensure completeness of submissions, complete understanding of issues necessitating referral, and timeliness of fronting carrier response. Work with agent to ensure renewals are completed, issued and the policies are received by the agent at least 30 or more days prior to the renewal date. Order and evaluate various reports to determine future underwriting actions including: renewing a risk with no changes, coverage modification and non-renewals. Required Skills The candidate will require a BA/BS degree targeting Business or Insurance 3+ years of Property/Casualty insurance underwriting experience and possessing or currently pursuing a CPCU. Without a degree the candidate will need 5+ of Property/Casualty underwriting experience and currently pursuing an AU or CPCU insurance designation. The candidate will need to possess a demonstrated technical knowledge of commercial lines underwriting, be detail oriented, organized and able to handle multiple tasks to meet deadlines. Ability to prepare and review underwriting information to assist in the underwriting of new & renewal small & medium Commercial business A self-starter with a high level attention to detail, accuracy, and data integrity Be willing to learn and work in a fast-paced environment, multi-task, and make quick decisions while maintaining underwriting integrity, yet maintain standards of quality and quantity of output as established by management Ability to collaborate and work well within a team structure Strong Small Business Program underwriting acumen and experience is preferred Familiarity with new, highly intuitive, commercial lines rating and data systems and providers Strong organizational, time management, oral & written communication skills Strong computer skills including Microsoft Excel, Word, Outlook and Publisher; strong Excel and Word skills a must (Intermediate to Advanced) Compensation Details: $76300 - $95500 per year Why should you join our team? We live our values - W.E.L.I.G.H.T (Winning, Excellence, Love, Integrity, Gratitude, Humility, and Teamwork). Gratitude. Humility. Love. You don't often see values like these in most corporate statements, but Ace is different. These things are important to us. They represent our commitment to the company, our employees, to Ace retailers and to the Ace brand. In addition to providing our employees a great culture, Ace also offers competitive benefits that address life's necessities and perks, many of which expand and improve year after year, including: Incentive opportunities, based on role/grade level (rapid company growth over the past 5 years resulted in incentives being paid out at an average of 122% of your target opportunity!) Generous 401(k) retirement savings plan with a fully vested matching contribution the first year in addition to quarterly contributions and annual discretionary contribution (once eligibility requirements have been met). Over the past 5 years, company contributions (matching, quarterly & discretionary) for fully eligible employees have averaged 10.4% of total eligible compensation. Comprehensive health coverage (medical, dental, vision and disability - up to 26 weeks short-term disability and long-term disability ) & life insurance benefits for you and your dependents 21 days of vacation immediately available (prorated in the first year) and up to 6 paid holidays depending on the month of hire Your career at Ace is more than just a job. It's a chance to be part of something meaningful. We help locally-owned businesses thrive and make an impact in their communities - and we support our employees in doing the same by offering an annual Ace Cares Week, 20 hours off work per year to volunteer at an organization of your choice, opportunities to help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation Ace invests in every employee we hire, with a key focus on development and coaching. We offer on-site classes, facilitator-led courses, and a generous tuition assistance program, plus a performance management approach that goes beyond the typical annual review We know the work environment matters. That's why Ace holds frequent campus events like Employee Appreciation Week, vendor demos, cookouts, and merchandise sales We bring them to you! Services such as mobile spas, auto maintenance, car wash and detailing, dry cleaning, dentists, eye doctors, flu shots, recycling and more! Employee discounts on Ace merchandise (including top brands like Weber, Traeger, Yeti, Craftsman, DeWalt and more), travel, fitness, computers and thousands more Birth/Adoption bonding paid time off Adoption cost reimbursement Employee Assistance Program (EAP) - access to free visits to therapists and lawyers, guidance on financial matters, elder and childcare, and assistance with tickets to entertainment events Identity theft protection Benefits are provided in compliance with applicable plans and policies. Want to be notified when new jobs are posted? Follow the link below to create an account and set up custom job alerts: Create Job Alert We want to hear from you! When most people think of career opportunities with Ace Hardware, they often think of the helpful cashiers and sales associates at their local store. However, have you also considered the people behind the scenes who select, promote, ship and process the invoices for more than 75,000 products? Maybe you haven't, but we'd like you to. Because together we help our customers take care of their homes. Come find out why a career with the Ace Hardware Corporation is one of America's best kept secrets. Equal Opportunity Employer Ace Hardware Corporation is committed to a policy of promoting equal employment opportunities. The company recognizes the importance of diversity and leveraging the skills and talents of all people to the mutual advantage of each individual and the organization. The company is committed to the prevention of employment discrimination related to race, religion, color, sex (including sexual harassment), gender identity, national origin, age, marital status, disability and military or veteran status, sexual orientation or any other action covered by federal or applicable state/local laws. Disclaimer The pay range for this position starts as listed in the job posting, but could be higher based on education and experience. Please note, compensation decisions are dependent on the facts and circumstances of each opening. We take into consideration the minimum requirements outlined in the job description, such as an individual's education, training and experience, the position's work location, required travel (if any), and external market conditions when determining the final salary for potential new hires. Be aware that salary estimates published via alternate online job boards may not be a true representation of the actual pay range offered for this position. Please refer to the Ace position description for the accurate starting pay range information and feel free to discuss this with a Talent Acquisition professional if you are chosen to move forward with an interview. This written "Position Description" is not intended to cover all aspects of the position listed. It is meant to cover the basic/general essential job functions of a particular position. Ace Hardware Corporation reserves the right to change job duties, including essential job functions, according to business necessity. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Account Manager II
Weichert, Realtors Morris Plains, New Jersey
The Account Manager II is responsible for providing excellent customer service to a growing group of clients in multiple states, responding to inbound service requests in all lines of personal lines insurance. The position facilitates client retention by completing annual policy reviews and soliciting additional lines of business to be referred to an Account Executive for conversion. Essential Duties and Responsibilities Provides superior customer service to improve customer loyalty. Addresses clients' service requests and explains coverage and procedures as necessary. Answers client questions and escalates issues as they arise. Actively introduces additional sales opportunities to current clients in order to expand the Agency's book of business and increase policy revenue. Gages client's level of interest and transfers leads to the appropriate Account Executive. Remains up to date on annual reviews, daily follow ups, and meeting referral goals. Assists members of their dedicated sales/service team as needed. Acts as a client advocate in assessing exposures to risk and providing recommendations to cover potential insurable losses. Ensures the customer's policy is based on value, not specifically based on price. Re-markets those customers where price and other circumstance suggest alternative carriers are needed. Negotiates with Underwriters and works seamlessly with other Agency colleagues to complete transactions according to agency workflows and procedures. Understands and follows the Agency's quality and compliance procedures, workflows, and goals. Adheres to all published agency standards for all new policies and renewal policies. Secures client acknowledgement and agreement to any that do not meet current standards. Remains in compliance with all WIA carrier guidelines and binding authority limits. Participates in an active and engaged manner in all Agency activities, training courses, meetings, and corporate events as assigned or directed by management. Completes all assignments, correspondence, pending follow ups, quotes, calls and computer work on time and error-free. Ensures all phone calls are returned by close of business day. Promotes teamwork and a positive and inclusive work environment with all staff at all levels of the organization. Performs other duties as assigned. Minimum Qualifications Education, Certification, and License Requirements High school diploma or GED Property and Casualty Insurance License required Experience A minimum of three (3) years of relevant insurance work experience Knowledge, Skills, and Abilities Excellent customer service skills Ability to recognize opportunities and refer accordingly for conversion Ability to maintain high ethical standards and quality service to ensure success Proficiency in Microsoft Office suite of products Strong oral and written communications skills Ability to multitask in a fast-paced environment Basic math skills including addition, subtraction, multiplication, division, percentages, and fractions Strong attention to detail Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.) The estimated base salary range for this position is from $55,000 to $65,000 (annually). The rate of pay offered will be dependent upon several factors including but not limited to the candidate's relevant skills, education, work experience, job location/geographic region, and/or certifications. Weichert offers a comprehensive suite of benefit programs to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, Paid Time Off (PTO), Flexible Spending Accounts (FSA), and much more.
03/03/2026
Full time
The Account Manager II is responsible for providing excellent customer service to a growing group of clients in multiple states, responding to inbound service requests in all lines of personal lines insurance. The position facilitates client retention by completing annual policy reviews and soliciting additional lines of business to be referred to an Account Executive for conversion. Essential Duties and Responsibilities Provides superior customer service to improve customer loyalty. Addresses clients' service requests and explains coverage and procedures as necessary. Answers client questions and escalates issues as they arise. Actively introduces additional sales opportunities to current clients in order to expand the Agency's book of business and increase policy revenue. Gages client's level of interest and transfers leads to the appropriate Account Executive. Remains up to date on annual reviews, daily follow ups, and meeting referral goals. Assists members of their dedicated sales/service team as needed. Acts as a client advocate in assessing exposures to risk and providing recommendations to cover potential insurable losses. Ensures the customer's policy is based on value, not specifically based on price. Re-markets those customers where price and other circumstance suggest alternative carriers are needed. Negotiates with Underwriters and works seamlessly with other Agency colleagues to complete transactions according to agency workflows and procedures. Understands and follows the Agency's quality and compliance procedures, workflows, and goals. Adheres to all published agency standards for all new policies and renewal policies. Secures client acknowledgement and agreement to any that do not meet current standards. Remains in compliance with all WIA carrier guidelines and binding authority limits. Participates in an active and engaged manner in all Agency activities, training courses, meetings, and corporate events as assigned or directed by management. Completes all assignments, correspondence, pending follow ups, quotes, calls and computer work on time and error-free. Ensures all phone calls are returned by close of business day. Promotes teamwork and a positive and inclusive work environment with all staff at all levels of the organization. Performs other duties as assigned. Minimum Qualifications Education, Certification, and License Requirements High school diploma or GED Property and Casualty Insurance License required Experience A minimum of three (3) years of relevant insurance work experience Knowledge, Skills, and Abilities Excellent customer service skills Ability to recognize opportunities and refer accordingly for conversion Ability to maintain high ethical standards and quality service to ensure success Proficiency in Microsoft Office suite of products Strong oral and written communications skills Ability to multitask in a fast-paced environment Basic math skills including addition, subtraction, multiplication, division, percentages, and fractions Strong attention to detail Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.) The estimated base salary range for this position is from $55,000 to $65,000 (annually). The rate of pay offered will be dependent upon several factors including but not limited to the candidate's relevant skills, education, work experience, job location/geographic region, and/or certifications. Weichert offers a comprehensive suite of benefit programs to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, Paid Time Off (PTO), Flexible Spending Accounts (FSA), and much more.
Jobot
Senior Employee Benefits Consultant
Jobot Paso Robles, California
Rewarding Employee Benefits (Insurance) Opportunity with a reputable, supportive and collaborative company! Hybrid position This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $125,000 - $145,000 per year A bit about us: We are growing exponentially and have been recognized as one of the top companies within our industry! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. With growth, comes opportunity to continue to add highly skilled and greatly valued employees to our organization. This is a very important hire for us as it is a vital position working with high net worth clients and we would really like this individual to provide the best in class customer service that we believe all of our clients and customers can expect from us. Feel free to apply and speak to us about the details of this opportunity! Why join us? Competitive Compensation and Benefits Package Stable, long term, stability Join a well established team who is invested in your growth and success Substantial growth in their business Nationwide Rewarding work and responsibilities Hybrid Opportunity (2 days in office, 3 days remote a week) Job Details JOB DETAILS: We are seeking a dynamic and passionate Senior Employee Benefits Consultant to join our Sales team. The ideal candidate will serve as the primary business contact for our clients, ensuring their satisfaction through excellent customer service. This role involves building strong relationships with clients to encourage new and repeat business opportunities, managing at least $1 million in revenue. The Senior Consultant will lead client teams' projects, deadlines, and meetings, and oversee the execution of employee communication strategies, including the open enrollment process. RESPONSIBILITIES: Lead client teams' projects, deadlines, and meetings, ensuring compliance with professional standards Develop and oversee the execution of employee communication strategies, including managing the open enrollment process Establish necessary carrier/vendor relationships to handle all administration of eligibility, claims, billing, plan implementation, contracts, plan changes, and necessary amendments Manage the request for proposal (RFP) process with health insurance carriers and internal underwriter and account managers Review, analyze, and interpret claim and utilization data from insurance carriers, and prepare customized reports for clients Create client presentations using Excel and PowerPoint, summarizing client data obtained from vendors or consultants Develop benchmarking reports by gathering health benefits data to compare a client's plan to other companies by industry or geography Review external vendor contracts, summary plan descriptions, and employee communications to ensure alignment with client expectations and legal requirements Recommend process improvements as needed Perform other projects, duties, and tasks as assigned QUALIFICATIONS: A Life Accident & Health License from the state of domicile is required and must be maintained Advanced professional designation highly desirable (e.g., CEBS, CBP, etc.) Bachelor Degree preferred. High School Diploma or equivalent required. Minimum of 5 years' account management experience in the insurance industry with a focus on Accident and Health lines of coverage is required Exceptional understanding of the lines of coverage for employee benefit plans: medical, dental, life, long-term disability (LTD), short-term disability (STD), accidental death and dismemberment (AD&D), vision, etc. Exceptional knowledge of the rules and regulations associated with HIPAA, COBRA, Health Care Reform, and all other legislation and compliance related areas to Group Health programs Exceptional knowledge of insurance markets, products, services, insurance ratings, and underwriting procedures Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others Advanced skills in Microsoft Office (primarily Excel, PowerPoint, and Word) Ability to work independently with limited daily supervision and to work effectively in a team environment Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
03/01/2026
Full time
Rewarding Employee Benefits (Insurance) Opportunity with a reputable, supportive and collaborative company! Hybrid position This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $125,000 - $145,000 per year A bit about us: We are growing exponentially and have been recognized as one of the top companies within our industry! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. With growth, comes opportunity to continue to add highly skilled and greatly valued employees to our organization. This is a very important hire for us as it is a vital position working with high net worth clients and we would really like this individual to provide the best in class customer service that we believe all of our clients and customers can expect from us. Feel free to apply and speak to us about the details of this opportunity! Why join us? Competitive Compensation and Benefits Package Stable, long term, stability Join a well established team who is invested in your growth and success Substantial growth in their business Nationwide Rewarding work and responsibilities Hybrid Opportunity (2 days in office, 3 days remote a week) Job Details JOB DETAILS: We are seeking a dynamic and passionate Senior Employee Benefits Consultant to join our Sales team. The ideal candidate will serve as the primary business contact for our clients, ensuring their satisfaction through excellent customer service. This role involves building strong relationships with clients to encourage new and repeat business opportunities, managing at least $1 million in revenue. The Senior Consultant will lead client teams' projects, deadlines, and meetings, and oversee the execution of employee communication strategies, including the open enrollment process. RESPONSIBILITIES: Lead client teams' projects, deadlines, and meetings, ensuring compliance with professional standards Develop and oversee the execution of employee communication strategies, including managing the open enrollment process Establish necessary carrier/vendor relationships to handle all administration of eligibility, claims, billing, plan implementation, contracts, plan changes, and necessary amendments Manage the request for proposal (RFP) process with health insurance carriers and internal underwriter and account managers Review, analyze, and interpret claim and utilization data from insurance carriers, and prepare customized reports for clients Create client presentations using Excel and PowerPoint, summarizing client data obtained from vendors or consultants Develop benchmarking reports by gathering health benefits data to compare a client's plan to other companies by industry or geography Review external vendor contracts, summary plan descriptions, and employee communications to ensure alignment with client expectations and legal requirements Recommend process improvements as needed Perform other projects, duties, and tasks as assigned QUALIFICATIONS: A Life Accident & Health License from the state of domicile is required and must be maintained Advanced professional designation highly desirable (e.g., CEBS, CBP, etc.) Bachelor Degree preferred. High School Diploma or equivalent required. Minimum of 5 years' account management experience in the insurance industry with a focus on Accident and Health lines of coverage is required Exceptional understanding of the lines of coverage for employee benefit plans: medical, dental, life, long-term disability (LTD), short-term disability (STD), accidental death and dismemberment (AD&D), vision, etc. Exceptional knowledge of the rules and regulations associated with HIPAA, COBRA, Health Care Reform, and all other legislation and compliance related areas to Group Health programs Exceptional knowledge of insurance markets, products, services, insurance ratings, and underwriting procedures Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others Advanced skills in Microsoft Office (primarily Excel, PowerPoint, and Word) Ability to work independently with limited daily supervision and to work effectively in a team environment Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Jobot
Senior Employee Benefits Consultant
Jobot Isleton, California
Rewarding Employee Benefits (Insurance) Opportunity with a reputable, supportive and collaborative company! Hybrid position This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $125,000 - $145,000 per year A bit about us: We are growing exponentially and have been recognized as one of the top companies within our industry! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. With growth, comes opportunity to continue to add highly skilled and greatly valued employees to our organization. This is a very important hire for us as it is a vital position working with high net worth clients and we would really like this individual to provide the best in class customer service that we believe all of our clients and customers can expect from us. Feel free to apply and speak to us about the details of this opportunity! Why join us? Competitive Compensation and Benefits Package Stable, long term, stability Join a well established team who is invested in your growth and success Substantial growth in their business Nationwide Rewarding work and responsibilities Hybrid Opportunity (2 days in office, 3 days remote a week) Job Details JOB DETAILS: We are seeking a dynamic and passionate Senior Employee Benefits Consultant to join our Sales team. The ideal candidate will serve as the primary business contact for our clients, ensuring their satisfaction through excellent customer service. This role involves building strong relationships with clients to encourage new and repeat business opportunities, managing at least $1 million in revenue. The Senior Consultant will lead client teams' projects, deadlines, and meetings, and oversee the execution of employee communication strategies, including the open enrollment process. RESPONSIBILITIES: Lead client teams' projects, deadlines, and meetings, ensuring compliance with professional standards Develop and oversee the execution of employee communication strategies, including managing the open enrollment process Establish necessary carrier/vendor relationships to handle all administration of eligibility, claims, billing, plan implementation, contracts, plan changes, and necessary amendments Manage the request for proposal (RFP) process with health insurance carriers and internal underwriter and account managers Review, analyze, and interpret claim and utilization data from insurance carriers, and prepare customized reports for clients Create client presentations using Excel and PowerPoint, summarizing client data obtained from vendors or consultants Develop benchmarking reports by gathering health benefits data to compare a client's plan to other companies by industry or geography Review external vendor contracts, summary plan descriptions, and employee communications to ensure alignment with client expectations and legal requirements Recommend process improvements as needed Perform other projects, duties, and tasks as assigned QUALIFICATIONS: A Life Accident & Health License from the state of domicile is required and must be maintained Advanced professional designation highly desirable (e.g., CEBS, CBP, etc.) Bachelor Degree preferred. High School Diploma or equivalent required. Minimum of 5 years' account management experience in the insurance industry with a focus on Accident and Health lines of coverage is required Exceptional understanding of the lines of coverage for employee benefit plans: medical, dental, life, long-term disability (LTD), short-term disability (STD), accidental death and dismemberment (AD&D), vision, etc. Exceptional knowledge of the rules and regulations associated with HIPAA, COBRA, Health Care Reform, and all other legislation and compliance related areas to Group Health programs Exceptional knowledge of insurance markets, products, services, insurance ratings, and underwriting procedures Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others Advanced skills in Microsoft Office (primarily Excel, PowerPoint, and Word) Ability to work independently with limited daily supervision and to work effectively in a team environment Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
03/01/2026
Full time
Rewarding Employee Benefits (Insurance) Opportunity with a reputable, supportive and collaborative company! Hybrid position This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $125,000 - $145,000 per year A bit about us: We are growing exponentially and have been recognized as one of the top companies within our industry! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. With growth, comes opportunity to continue to add highly skilled and greatly valued employees to our organization. This is a very important hire for us as it is a vital position working with high net worth clients and we would really like this individual to provide the best in class customer service that we believe all of our clients and customers can expect from us. Feel free to apply and speak to us about the details of this opportunity! Why join us? Competitive Compensation and Benefits Package Stable, long term, stability Join a well established team who is invested in your growth and success Substantial growth in their business Nationwide Rewarding work and responsibilities Hybrid Opportunity (2 days in office, 3 days remote a week) Job Details JOB DETAILS: We are seeking a dynamic and passionate Senior Employee Benefits Consultant to join our Sales team. The ideal candidate will serve as the primary business contact for our clients, ensuring their satisfaction through excellent customer service. This role involves building strong relationships with clients to encourage new and repeat business opportunities, managing at least $1 million in revenue. The Senior Consultant will lead client teams' projects, deadlines, and meetings, and oversee the execution of employee communication strategies, including the open enrollment process. RESPONSIBILITIES: Lead client teams' projects, deadlines, and meetings, ensuring compliance with professional standards Develop and oversee the execution of employee communication strategies, including managing the open enrollment process Establish necessary carrier/vendor relationships to handle all administration of eligibility, claims, billing, plan implementation, contracts, plan changes, and necessary amendments Manage the request for proposal (RFP) process with health insurance carriers and internal underwriter and account managers Review, analyze, and interpret claim and utilization data from insurance carriers, and prepare customized reports for clients Create client presentations using Excel and PowerPoint, summarizing client data obtained from vendors or consultants Develop benchmarking reports by gathering health benefits data to compare a client's plan to other companies by industry or geography Review external vendor contracts, summary plan descriptions, and employee communications to ensure alignment with client expectations and legal requirements Recommend process improvements as needed Perform other projects, duties, and tasks as assigned QUALIFICATIONS: A Life Accident & Health License from the state of domicile is required and must be maintained Advanced professional designation highly desirable (e.g., CEBS, CBP, etc.) Bachelor Degree preferred. High School Diploma or equivalent required. Minimum of 5 years' account management experience in the insurance industry with a focus on Accident and Health lines of coverage is required Exceptional understanding of the lines of coverage for employee benefit plans: medical, dental, life, long-term disability (LTD), short-term disability (STD), accidental death and dismemberment (AD&D), vision, etc. Exceptional knowledge of the rules and regulations associated with HIPAA, COBRA, Health Care Reform, and all other legislation and compliance related areas to Group Health programs Exceptional knowledge of insurance markets, products, services, insurance ratings, and underwriting procedures Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others Advanced skills in Microsoft Office (primarily Excel, PowerPoint, and Word) Ability to work independently with limited daily supervision and to work effectively in a team environment Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Jobot
Senior Employee Benefits Consultant
Jobot Modesto, California
Rewarding Employee Benefits (Insurance) Opportunity with a reputable, supportive and collaborative company! Hybrid position This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $125,000 - $145,000 per year A bit about us: We are growing exponentially and have been recognized as one of the top companies within our industry! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. With growth, comes opportunity to continue to add highly skilled and greatly valued employees to our organization. This is a very important hire for us as it is a vital position working with high net worth clients and we would really like this individual to provide the best in class customer service that we believe all of our clients and customers can expect from us. Feel free to apply and speak to us about the details of this opportunity! Why join us? Competitive Compensation and Benefits Package Stable, long term, stability Join a well established team who is invested in your growth and success Substantial growth in their business Nationwide Rewarding work and responsibilities Hybrid Opportunity (2 days in office, 3 days remote a week) Job Details JOB DETAILS: We are seeking a dynamic and passionate Senior Employee Benefits Consultant to join our Sales team. The ideal candidate will serve as the primary business contact for our clients, ensuring their satisfaction through excellent customer service. This role involves building strong relationships with clients to encourage new and repeat business opportunities, managing at least $1 million in revenue. The Senior Consultant will lead client teams' projects, deadlines, and meetings, and oversee the execution of employee communication strategies, including the open enrollment process. RESPONSIBILITIES: Lead client teams' projects, deadlines, and meetings, ensuring compliance with professional standards Develop and oversee the execution of employee communication strategies, including managing the open enrollment process Establish necessary carrier/vendor relationships to handle all administration of eligibility, claims, billing, plan implementation, contracts, plan changes, and necessary amendments Manage the request for proposal (RFP) process with health insurance carriers and internal underwriter and account managers Review, analyze, and interpret claim and utilization data from insurance carriers, and prepare customized reports for clients Create client presentations using Excel and PowerPoint, summarizing client data obtained from vendors or consultants Develop benchmarking reports by gathering health benefits data to compare a client's plan to other companies by industry or geography Review external vendor contracts, summary plan descriptions, and employee communications to ensure alignment with client expectations and legal requirements Recommend process improvements as needed Perform other projects, duties, and tasks as assigned QUALIFICATIONS: A Life Accident & Health License from the state of domicile is required and must be maintained Advanced professional designation highly desirable (e.g., CEBS, CBP, etc.) Bachelor Degree preferred. High School Diploma or equivalent required. Minimum of 5 years' account management experience in the insurance industry with a focus on Accident and Health lines of coverage is required Exceptional understanding of the lines of coverage for employee benefit plans: medical, dental, life, long-term disability (LTD), short-term disability (STD), accidental death and dismemberment (AD&D), vision, etc. Exceptional knowledge of the rules and regulations associated with HIPAA, COBRA, Health Care Reform, and all other legislation and compliance related areas to Group Health programs Exceptional knowledge of insurance markets, products, services, insurance ratings, and underwriting procedures Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others Advanced skills in Microsoft Office (primarily Excel, PowerPoint, and Word) Ability to work independently with limited daily supervision and to work effectively in a team environment Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
03/01/2026
Full time
Rewarding Employee Benefits (Insurance) Opportunity with a reputable, supportive and collaborative company! Hybrid position This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $125,000 - $145,000 per year A bit about us: We are growing exponentially and have been recognized as one of the top companies within our industry! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. With growth, comes opportunity to continue to add highly skilled and greatly valued employees to our organization. This is a very important hire for us as it is a vital position working with high net worth clients and we would really like this individual to provide the best in class customer service that we believe all of our clients and customers can expect from us. Feel free to apply and speak to us about the details of this opportunity! Why join us? Competitive Compensation and Benefits Package Stable, long term, stability Join a well established team who is invested in your growth and success Substantial growth in their business Nationwide Rewarding work and responsibilities Hybrid Opportunity (2 days in office, 3 days remote a week) Job Details JOB DETAILS: We are seeking a dynamic and passionate Senior Employee Benefits Consultant to join our Sales team. The ideal candidate will serve as the primary business contact for our clients, ensuring their satisfaction through excellent customer service. This role involves building strong relationships with clients to encourage new and repeat business opportunities, managing at least $1 million in revenue. The Senior Consultant will lead client teams' projects, deadlines, and meetings, and oversee the execution of employee communication strategies, including the open enrollment process. RESPONSIBILITIES: Lead client teams' projects, deadlines, and meetings, ensuring compliance with professional standards Develop and oversee the execution of employee communication strategies, including managing the open enrollment process Establish necessary carrier/vendor relationships to handle all administration of eligibility, claims, billing, plan implementation, contracts, plan changes, and necessary amendments Manage the request for proposal (RFP) process with health insurance carriers and internal underwriter and account managers Review, analyze, and interpret claim and utilization data from insurance carriers, and prepare customized reports for clients Create client presentations using Excel and PowerPoint, summarizing client data obtained from vendors or consultants Develop benchmarking reports by gathering health benefits data to compare a client's plan to other companies by industry or geography Review external vendor contracts, summary plan descriptions, and employee communications to ensure alignment with client expectations and legal requirements Recommend process improvements as needed Perform other projects, duties, and tasks as assigned QUALIFICATIONS: A Life Accident & Health License from the state of domicile is required and must be maintained Advanced professional designation highly desirable (e.g., CEBS, CBP, etc.) Bachelor Degree preferred. High School Diploma or equivalent required. Minimum of 5 years' account management experience in the insurance industry with a focus on Accident and Health lines of coverage is required Exceptional understanding of the lines of coverage for employee benefit plans: medical, dental, life, long-term disability (LTD), short-term disability (STD), accidental death and dismemberment (AD&D), vision, etc. Exceptional knowledge of the rules and regulations associated with HIPAA, COBRA, Health Care Reform, and all other legislation and compliance related areas to Group Health programs Exceptional knowledge of insurance markets, products, services, insurance ratings, and underwriting procedures Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others Advanced skills in Microsoft Office (primarily Excel, PowerPoint, and Word) Ability to work independently with limited daily supervision and to work effectively in a team environment Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
USAA
Associate Life Solutions Specialist - Phoenix
USAA Phoenix, Arizona
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the Phoenix, AZ Campus . Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures. Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information. Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s). Monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services. May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed. Work Hours: Monday - Friday / 7:30am - 8:00pm (Central) An 8 hour shift will fall within these hours This role is required to be in office, with potential hybrid opportunity after 6 months. What you have: High School diploma or GED Required maintenance of Life/Health license and/or acquisition within 90 days Required annual completion of AHIP and Broker/Carrier appointments when applicable. Up to 1 year of financial industry and/or life sales experience Experience delivering frequent written and oral communication Experience acquiring and applying new concepts and information Experience processing and analyzing information Experience fulfilling requests and meeting deadlines Experience resolving conflict and negotiating Experience multi-tasking in an operating systems environment Experience participating in a team environment Successful completion of a job-related assessment may be required What sets you apart: Active Group 1 Life and Health license 1+ yrs experience working in Sales with life insurance or financial services products 1+ yrs experience working in a call center environment CLU - Chartered Life Underwriter or comparable designation US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $45,470 - $76,730. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
02/27/2026
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the Phoenix, AZ Campus . Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures. Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information. Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s). Monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services. May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed. Work Hours: Monday - Friday / 7:30am - 8:00pm (Central) An 8 hour shift will fall within these hours This role is required to be in office, with potential hybrid opportunity after 6 months. What you have: High School diploma or GED Required maintenance of Life/Health license and/or acquisition within 90 days Required annual completion of AHIP and Broker/Carrier appointments when applicable. Up to 1 year of financial industry and/or life sales experience Experience delivering frequent written and oral communication Experience acquiring and applying new concepts and information Experience processing and analyzing information Experience fulfilling requests and meeting deadlines Experience resolving conflict and negotiating Experience multi-tasking in an operating systems environment Experience participating in a team environment Successful completion of a job-related assessment may be required What sets you apart: Active Group 1 Life and Health license 1+ yrs experience working in Sales with life insurance or financial services products 1+ yrs experience working in a call center environment CLU - Chartered Life Underwriter or comparable designation US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $45,470 - $76,730. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
USAA
Associate Life Solutions Specialist - Tampa
USAA Tampa, Florida
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the Tampa, FL. (Crosstown) Campus. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures. Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information. Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s). Monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services. May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed. Work Hours: Monday - Friday / 7:30am - 8:00pm (Central) An 8 hour shift will fall within these hours This role is required to be in office, with potential hybrid opportunity after 6 months. What you have: High School diploma or GED Required maintenance of Life/Health license and/or acquisition within 90 days Required annual completion of AHIP and Broker/Carrier appointments when applicable. Up to 1 year of financial industry and/or life sales experience Experience delivering frequent written and oral communication Experience acquiring and applying new concepts and information Experience processing and analyzing information Experience fulfilling requests and meeting deadlines Experience resolving conflict and negotiating Experience multi-tasking in an operating systems environment Experience participating in a team environment Successful completion of a job-related assessment may be required What sets you apart: Active Group 1 Life and Health license 1+ yrs experience working in Sales with life insurance or financial services products 1+ yrs experience working in a call center environment CLU - Chartered Life Underwriter or comparable designation US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $45,470 - $76,730. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
02/27/2026
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the Tampa, FL. (Crosstown) Campus. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures. Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information. Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s). Monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services. May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed. Work Hours: Monday - Friday / 7:30am - 8:00pm (Central) An 8 hour shift will fall within these hours This role is required to be in office, with potential hybrid opportunity after 6 months. What you have: High School diploma or GED Required maintenance of Life/Health license and/or acquisition within 90 days Required annual completion of AHIP and Broker/Carrier appointments when applicable. Up to 1 year of financial industry and/or life sales experience Experience delivering frequent written and oral communication Experience acquiring and applying new concepts and information Experience processing and analyzing information Experience fulfilling requests and meeting deadlines Experience resolving conflict and negotiating Experience multi-tasking in an operating systems environment Experience participating in a team environment Successful completion of a job-related assessment may be required What sets you apart: Active Group 1 Life and Health license 1+ yrs experience working in Sales with life insurance or financial services products 1+ yrs experience working in a call center environment CLU - Chartered Life Underwriter or comparable designation US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $45,470 - $76,730. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Jobot
Account Executive - High Net Worth (Insurance)
Jobot Clovis, California
We are growing exponentially and have been recognized as one of the top companies within our industry! Fully Remote Opportunity This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $110,000 - $140,000 per year A bit about us: We are growing exponentially and have been recognized as one of the top companies within our industry! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. With growth, comes opportunity to continue to add highly skilled and greatly valued employees to our organization. This is a very important hire for us as it is a vital position working with high net worth clients and we would really like this individual to provide the best in class customer service that we believe all of our clients and customers can expect from us. Feel free to apply and speak to us about the details of this opportunity! Why join us? Competitive Compensation and Benefits Package Stable, long term, stability Join a well established team who is invested in your growth and success Substantial growth in their business Nationwide Rewarding work and responsibilities Fully remote opportunity! Job Details Job Details: We are seeking a highly motivated and experienced Account Executive to join our dynamic and fast-paced team. This role is specifically designed for professionals who are adept at managing high net worth clients and have a proven track record in the insurance sales industry. The successful candidate will be responsible for developing and maintaining relationships with affluent clients, providing them with comprehensive insurance solutions tailored to their unique needs. This role requires a deep understanding of the insurance industry, exceptional sales skills, and the ability to handle complex client portfolios. Responsibilities: 1. Develop and implement strategies to acquire and manage high net worth clients, ensuring their insurance needs are met with the highest level of satisfaction. 2. Utilize your expertise in AMS 360 to manage client portfolios, ensuring all data is accurate and up-to-date. 3. Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their needs are met. 4. Collaborate with the team to develop and implement sales strategies to drive business growth. 5. Stay abreast of the latest industry trends, products, and services to provide clients with the best possible solutions. 6. Conduct regular reviews of client portfolios to ensure their insurance coverage is adequate and meets their evolving needs. 7. Provide expert advice and guidance to clients on a range of insurance products and services. 8. Work closely with underwriters and other insurance professionals to ensure the best coverage for clients. Qualifications: 1. A minimum of 5 years of experience in the insurance sales industry, with a focus on high net worth clients. 2. Proficiency in AMS 360 or equivalent client management software. 3. Proven track record of successfully managing and growing a portfolio of high net worth clients. 4. Exceptional sales and negotiation skills, with the ability to close deals and meet sales targets. 5. Strong understanding of the insurance industry, including products, services, and regulatory requirements. 6. Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with clients. 7. High degree of professionalism and integrity, with the ability to handle sensitive client information with discretion. 8. Bachelor's degree in Business, Finance, or a related field is preferred. 9. Insurance certifications such as CPCU, CIC, or CRM are a plus. 10. Ability to work in a fast-paced, high-pressure environment and manage multiple tasks simultaneously. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
02/27/2026
Full time
We are growing exponentially and have been recognized as one of the top companies within our industry! Fully Remote Opportunity This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $110,000 - $140,000 per year A bit about us: We are growing exponentially and have been recognized as one of the top companies within our industry! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. With growth, comes opportunity to continue to add highly skilled and greatly valued employees to our organization. This is a very important hire for us as it is a vital position working with high net worth clients and we would really like this individual to provide the best in class customer service that we believe all of our clients and customers can expect from us. Feel free to apply and speak to us about the details of this opportunity! Why join us? Competitive Compensation and Benefits Package Stable, long term, stability Join a well established team who is invested in your growth and success Substantial growth in their business Nationwide Rewarding work and responsibilities Fully remote opportunity! Job Details Job Details: We are seeking a highly motivated and experienced Account Executive to join our dynamic and fast-paced team. This role is specifically designed for professionals who are adept at managing high net worth clients and have a proven track record in the insurance sales industry. The successful candidate will be responsible for developing and maintaining relationships with affluent clients, providing them with comprehensive insurance solutions tailored to their unique needs. This role requires a deep understanding of the insurance industry, exceptional sales skills, and the ability to handle complex client portfolios. Responsibilities: 1. Develop and implement strategies to acquire and manage high net worth clients, ensuring their insurance needs are met with the highest level of satisfaction. 2. Utilize your expertise in AMS 360 to manage client portfolios, ensuring all data is accurate and up-to-date. 3. Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their needs are met. 4. Collaborate with the team to develop and implement sales strategies to drive business growth. 5. Stay abreast of the latest industry trends, products, and services to provide clients with the best possible solutions. 6. Conduct regular reviews of client portfolios to ensure their insurance coverage is adequate and meets their evolving needs. 7. Provide expert advice and guidance to clients on a range of insurance products and services. 8. Work closely with underwriters and other insurance professionals to ensure the best coverage for clients. Qualifications: 1. A minimum of 5 years of experience in the insurance sales industry, with a focus on high net worth clients. 2. Proficiency in AMS 360 or equivalent client management software. 3. Proven track record of successfully managing and growing a portfolio of high net worth clients. 4. Exceptional sales and negotiation skills, with the ability to close deals and meet sales targets. 5. Strong understanding of the insurance industry, including products, services, and regulatory requirements. 6. Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with clients. 7. High degree of professionalism and integrity, with the ability to handle sensitive client information with discretion. 8. Bachelor's degree in Business, Finance, or a related field is preferred. 9. Insurance certifications such as CPCU, CIC, or CRM are a plus. 10. Ability to work in a fast-paced, high-pressure environment and manage multiple tasks simultaneously. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Jobot
Account Executive - High Net Worth (Insurance)
Jobot Walnut Creek, California
We are growing exponentially and have been recognized as one of the top companies within our industry! Fully Remote Opportunity This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $110,000 - $140,000 per year A bit about us: We are growing exponentially and have been recognized as one of the top companies within our industry! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. With growth, comes opportunity to continue to add highly skilled and greatly valued employees to our organization. This is a very important hire for us as it is a vital position working with high net worth clients and we would really like this individual to provide the best in class customer service that we believe all of our clients and customers can expect from us. Feel free to apply and speak to us about the details of this opportunity! Why join us? Competitive Compensation and Benefits Package Stable, long term, stability Join a well established team who is invested in your growth and success Substantial growth in their business Nationwide Rewarding work and responsibilities Fully remote opportunity! Job Details Job Details: We are seeking a highly motivated and experienced Account Executive to join our dynamic and fast-paced team. This role is specifically designed for professionals who are adept at managing high net worth clients and have a proven track record in the insurance sales industry. The successful candidate will be responsible for developing and maintaining relationships with affluent clients, providing them with comprehensive insurance solutions tailored to their unique needs. This role requires a deep understanding of the insurance industry, exceptional sales skills, and the ability to handle complex client portfolios. Responsibilities: 1. Develop and implement strategies to acquire and manage high net worth clients, ensuring their insurance needs are met with the highest level of satisfaction. 2. Utilize your expertise in AMS 360 to manage client portfolios, ensuring all data is accurate and up-to-date. 3. Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their needs are met. 4. Collaborate with the team to develop and implement sales strategies to drive business growth. 5. Stay abreast of the latest industry trends, products, and services to provide clients with the best possible solutions. 6. Conduct regular reviews of client portfolios to ensure their insurance coverage is adequate and meets their evolving needs. 7. Provide expert advice and guidance to clients on a range of insurance products and services. 8. Work closely with underwriters and other insurance professionals to ensure the best coverage for clients. Qualifications: 1. A minimum of 5 years of experience in the insurance sales industry, with a focus on high net worth clients. 2. Proficiency in AMS 360 or equivalent client management software. 3. Proven track record of successfully managing and growing a portfolio of high net worth clients. 4. Exceptional sales and negotiation skills, with the ability to close deals and meet sales targets. 5. Strong understanding of the insurance industry, including products, services, and regulatory requirements. 6. Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with clients. 7. High degree of professionalism and integrity, with the ability to handle sensitive client information with discretion. 8. Bachelor's degree in Business, Finance, or a related field is preferred. 9. Insurance certifications such as CPCU, CIC, or CRM are a plus. 10. Ability to work in a fast-paced, high-pressure environment and manage multiple tasks simultaneously. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
02/27/2026
Full time
We are growing exponentially and have been recognized as one of the top companies within our industry! Fully Remote Opportunity This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $110,000 - $140,000 per year A bit about us: We are growing exponentially and have been recognized as one of the top companies within our industry! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. With growth, comes opportunity to continue to add highly skilled and greatly valued employees to our organization. This is a very important hire for us as it is a vital position working with high net worth clients and we would really like this individual to provide the best in class customer service that we believe all of our clients and customers can expect from us. Feel free to apply and speak to us about the details of this opportunity! Why join us? Competitive Compensation and Benefits Package Stable, long term, stability Join a well established team who is invested in your growth and success Substantial growth in their business Nationwide Rewarding work and responsibilities Fully remote opportunity! Job Details Job Details: We are seeking a highly motivated and experienced Account Executive to join our dynamic and fast-paced team. This role is specifically designed for professionals who are adept at managing high net worth clients and have a proven track record in the insurance sales industry. The successful candidate will be responsible for developing and maintaining relationships with affluent clients, providing them with comprehensive insurance solutions tailored to their unique needs. This role requires a deep understanding of the insurance industry, exceptional sales skills, and the ability to handle complex client portfolios. Responsibilities: 1. Develop and implement strategies to acquire and manage high net worth clients, ensuring their insurance needs are met with the highest level of satisfaction. 2. Utilize your expertise in AMS 360 to manage client portfolios, ensuring all data is accurate and up-to-date. 3. Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their needs are met. 4. Collaborate with the team to develop and implement sales strategies to drive business growth. 5. Stay abreast of the latest industry trends, products, and services to provide clients with the best possible solutions. 6. Conduct regular reviews of client portfolios to ensure their insurance coverage is adequate and meets their evolving needs. 7. Provide expert advice and guidance to clients on a range of insurance products and services. 8. Work closely with underwriters and other insurance professionals to ensure the best coverage for clients. Qualifications: 1. A minimum of 5 years of experience in the insurance sales industry, with a focus on high net worth clients. 2. Proficiency in AMS 360 or equivalent client management software. 3. Proven track record of successfully managing and growing a portfolio of high net worth clients. 4. Exceptional sales and negotiation skills, with the ability to close deals and meet sales targets. 5. Strong understanding of the insurance industry, including products, services, and regulatory requirements. 6. Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with clients. 7. High degree of professionalism and integrity, with the ability to handle sensitive client information with discretion. 8. Bachelor's degree in Business, Finance, or a related field is preferred. 9. Insurance certifications such as CPCU, CIC, or CRM are a plus. 10. Ability to work in a fast-paced, high-pressure environment and manage multiple tasks simultaneously. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
USAA
Mid-Level Life Solutions Specialist - Tampa
USAA Tampa, Florida
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The Mid-Level Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based at the Tampa, FL. (Crosstown) Campus . Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products. Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s). Monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's products and services. May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Work Hours: Monday - Friday / 7:30am - 7:00pm (Central) An 8 hour shift will fall within these hours This role is required to be in office, with potential hybrid opportunity after 6 months. What you have: High School diploma or GED Required maintenance of Life/Health license Required annual completion of AHIP and Broker/Carrier appointments when applicable. 2 years of financial industry and/or life sales experience Experience delivering frequent written and oral communication Experience acquiring and applying new concepts and information Experience processing and analyzing information Experience fulfilling requests and meeting deadlines Experience resolving conflict and negotiating Experience multi-tasking in an operating systems environment Experience participating in or leading teams Successful completion of a job-related assessment may be required What sets you apart: 4+ years experience working in Sales with life insurance 1+ years experience working in a call center environment CLU - Chartered Life Underwriter or comparable designation US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $62,470.00 - $105,420.00. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
02/27/2026
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The Mid-Level Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based at the Tampa, FL. (Crosstown) Campus . Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products. Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s). Monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's products and services. May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Work Hours: Monday - Friday / 7:30am - 7:00pm (Central) An 8 hour shift will fall within these hours This role is required to be in office, with potential hybrid opportunity after 6 months. What you have: High School diploma or GED Required maintenance of Life/Health license Required annual completion of AHIP and Broker/Carrier appointments when applicable. 2 years of financial industry and/or life sales experience Experience delivering frequent written and oral communication Experience acquiring and applying new concepts and information Experience processing and analyzing information Experience fulfilling requests and meeting deadlines Experience resolving conflict and negotiating Experience multi-tasking in an operating systems environment Experience participating in or leading teams Successful completion of a job-related assessment may be required What sets you apart: 4+ years experience working in Sales with life insurance 1+ years experience working in a call center environment CLU - Chartered Life Underwriter or comparable designation US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $62,470.00 - $105,420.00. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
USAA
Intermediate Life Solutions Specialist - Tampa
USAA Tampa, Florida
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The Intermediate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based on the Tampa, FL (Crosstown) Campus . Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products. Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s). Monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's products and services. May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Work Hours: Monday - Friday / 7:30am - 7:00pm (Central) An 8 hour shift will fall within these hours This role is required to be in office, with potential hybrid opportunity after 6 months. What you have: High School diploma or GED Required maintenance of Life/Health license Required annual completion of AHIP and Broker/Carrier appointments when applicable. 1 year of financial industry and/or life sales experience Experience delivering frequent written and oral communication Experience acquiring and applying new concepts and information Experience processing and analyzing information Experience fulfilling requests and meeting deadlines Experience resolving conflict and negotiating Experience multi-tasking in an operating systems environment Experience participating in or leading teams Successful completion of a job-related assessment may be required What sets you apart: 2+ years experience working in Sales with life insurance 1+ years experience working in a call center environment CLU - Chartered Life Underwriter or comparable designation US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $48,340.00 - $81,580.00. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
02/27/2026
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The Intermediate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based on the Tampa, FL (Crosstown) Campus . Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products. Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s). Monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's products and services. May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Work Hours: Monday - Friday / 7:30am - 7:00pm (Central) An 8 hour shift will fall within these hours This role is required to be in office, with potential hybrid opportunity after 6 months. What you have: High School diploma or GED Required maintenance of Life/Health license Required annual completion of AHIP and Broker/Carrier appointments when applicable. 1 year of financial industry and/or life sales experience Experience delivering frequent written and oral communication Experience acquiring and applying new concepts and information Experience processing and analyzing information Experience fulfilling requests and meeting deadlines Experience resolving conflict and negotiating Experience multi-tasking in an operating systems environment Experience participating in or leading teams Successful completion of a job-related assessment may be required What sets you apart: 2+ years experience working in Sales with life insurance 1+ years experience working in a call center environment CLU - Chartered Life Underwriter or comparable designation US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $48,340.00 - $81,580.00. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Jobot
Senior Personal Lines Account Manager (Insurance)
Jobot Walnut Creek, California
We are growing exponentially and have been recognized as one of the top companies within our industry! This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $100,000 - $125,000 per year A bit about us: We are growing exponentially and have been recognized as one of the top companies within our industry! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. With growth, comes opportunity to continue to add highly skilled and greatly valued employees to our organization. This is a very important hire for us as it is a vital position working with high net worth clients and we would really like this individual to provide the best in class customer service that we believe all of our clients and customers can expect from us. Feel free to apply and speak to us about the details of this opportunity! Why join us? Competitive Compensation and Benefits Package Stable, long term, stability Join a well established team who is invested in your growth and success Substantial growth in their business Nationwide Rewarding work and responsibilities Fully remote opportunity! Job Details We are seeking a highly motivated Senior Personal Lines Account Manager to join our dynamic team in the Insurance industry. The ideal candidate must have a minimum of 5 years of experience in the field and possess a comprehensive understanding of Personal Lines of Insurance. The Personal Lines Account Manager will be responsible for managing a portfolio of high net worth clients, providing exceptional customer service, and ensuring that all client needs are met. Responsibilities: Manage a portfolio of high net worth clients and maintain strong relationships with them Provide exceptional customer service and ensure that all client needs are met in a timely and efficient manner Experience in servicing a large book of business in a fast-paced environment Must have a strong history in servicing clients in the state of California Develop and implement strategies to increase revenue and retain clients Analyze client data and provide recommendations to improve coverage and reduce risk Collaborate with underwriters and carriers to negotiate terms and pricing for policies Stay up-to-date with industry trends and regulations to provide clients with the most current information Attend industry events and conferences to network with peers and gain new business opportunities Train and mentor junior staff members to ensure that they are providing high-quality service to clients Qualifications: Minimum of 5 years of experience in Personal Lines Insurance Comprehensive understanding of property and casualty insurance CPCU and CIC designations preferred Experience working with AMS 360 or similar agency management system Strong communication and interpersonal skills Ability to work independently and as part of a team Excellent organizational and time management skills Proven track record of managing a portfolio of high net worth clients Demonstrated ability to develop and implement successful business strategies Knowledge of industry trends and regulations Ability to mentor and train junior staff members If you are a highly motivated and experienced Senior Personal Lines Account Manager with a passion for providing exceptional customer service and a comprehensive understanding of Personal Lines Insurance in the state of California, we encourage you to apply for this exciting opportunity in the Insurance industry. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
02/27/2026
Full time
We are growing exponentially and have been recognized as one of the top companies within our industry! This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $100,000 - $125,000 per year A bit about us: We are growing exponentially and have been recognized as one of the top companies within our industry! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. With growth, comes opportunity to continue to add highly skilled and greatly valued employees to our organization. This is a very important hire for us as it is a vital position working with high net worth clients and we would really like this individual to provide the best in class customer service that we believe all of our clients and customers can expect from us. Feel free to apply and speak to us about the details of this opportunity! Why join us? Competitive Compensation and Benefits Package Stable, long term, stability Join a well established team who is invested in your growth and success Substantial growth in their business Nationwide Rewarding work and responsibilities Fully remote opportunity! Job Details We are seeking a highly motivated Senior Personal Lines Account Manager to join our dynamic team in the Insurance industry. The ideal candidate must have a minimum of 5 years of experience in the field and possess a comprehensive understanding of Personal Lines of Insurance. The Personal Lines Account Manager will be responsible for managing a portfolio of high net worth clients, providing exceptional customer service, and ensuring that all client needs are met. Responsibilities: Manage a portfolio of high net worth clients and maintain strong relationships with them Provide exceptional customer service and ensure that all client needs are met in a timely and efficient manner Experience in servicing a large book of business in a fast-paced environment Must have a strong history in servicing clients in the state of California Develop and implement strategies to increase revenue and retain clients Analyze client data and provide recommendations to improve coverage and reduce risk Collaborate with underwriters and carriers to negotiate terms and pricing for policies Stay up-to-date with industry trends and regulations to provide clients with the most current information Attend industry events and conferences to network with peers and gain new business opportunities Train and mentor junior staff members to ensure that they are providing high-quality service to clients Qualifications: Minimum of 5 years of experience in Personal Lines Insurance Comprehensive understanding of property and casualty insurance CPCU and CIC designations preferred Experience working with AMS 360 or similar agency management system Strong communication and interpersonal skills Ability to work independently and as part of a team Excellent organizational and time management skills Proven track record of managing a portfolio of high net worth clients Demonstrated ability to develop and implement successful business strategies Knowledge of industry trends and regulations Ability to mentor and train junior staff members If you are a highly motivated and experienced Senior Personal Lines Account Manager with a passion for providing exceptional customer service and a comprehensive understanding of Personal Lines Insurance in the state of California, we encourage you to apply for this exciting opportunity in the Insurance industry. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Jobot
Senior Personal Lines Account Manager (Insurance)
Jobot Beverly Hills, California
We are growing exponentially and have been recognized as one of the top companies within our industry! This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $100,000 - $125,000 per year A bit about us: We are growing exponentially and have been recognized as one of the top companies within our industry! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. With growth, comes opportunity to continue to add highly skilled and greatly valued employees to our organization. This is a very important hire for us as it is a vital position working with high net worth clients and we would really like this individual to provide the best in class customer service that we believe all of our clients and customers can expect from us. Feel free to apply and speak to us about the details of this opportunity! Why join us? Competitive Compensation and Benefits Package Stable, long term, stability Join a well established team who is invested in your growth and success Substantial growth in their business Nationwide Rewarding work and responsibilities Fully remote opportunity! Job Details We are seeking a highly motivated Senior Personal Lines Account Manager to join our dynamic team in the Insurance industry. The ideal candidate must have a minimum of 5 years of experience in the field and possess a comprehensive understanding of Personal Lines of Insurance. The Personal Lines Account Manager will be responsible for managing a portfolio of high net worth clients, providing exceptional customer service, and ensuring that all client needs are met. Responsibilities: Manage a portfolio of high net worth clients and maintain strong relationships with them Provide exceptional customer service and ensure that all client needs are met in a timely and efficient manner Experience in servicing a large book of business in a fast-paced environment Must have a strong history in servicing clients in the state of California Develop and implement strategies to increase revenue and retain clients Analyze client data and provide recommendations to improve coverage and reduce risk Collaborate with underwriters and carriers to negotiate terms and pricing for policies Stay up-to-date with industry trends and regulations to provide clients with the most current information Attend industry events and conferences to network with peers and gain new business opportunities Train and mentor junior staff members to ensure that they are providing high-quality service to clients Qualifications: Minimum of 5 years of experience in Personal Lines Insurance Comprehensive understanding of property and casualty insurance CPCU and CIC designations preferred Experience working with AMS 360 or similar agency management system Strong communication and interpersonal skills Ability to work independently and as part of a team Excellent organizational and time management skills Proven track record of managing a portfolio of high net worth clients Demonstrated ability to develop and implement successful business strategies Knowledge of industry trends and regulations Ability to mentor and train junior staff members If you are a highly motivated and experienced Senior Personal Lines Account Manager with a passion for providing exceptional customer service and a comprehensive understanding of Personal Lines Insurance in the state of California, we encourage you to apply for this exciting opportunity in the Insurance industry. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
02/27/2026
Full time
We are growing exponentially and have been recognized as one of the top companies within our industry! This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $100,000 - $125,000 per year A bit about us: We are growing exponentially and have been recognized as one of the top companies within our industry! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. With growth, comes opportunity to continue to add highly skilled and greatly valued employees to our organization. This is a very important hire for us as it is a vital position working with high net worth clients and we would really like this individual to provide the best in class customer service that we believe all of our clients and customers can expect from us. Feel free to apply and speak to us about the details of this opportunity! Why join us? Competitive Compensation and Benefits Package Stable, long term, stability Join a well established team who is invested in your growth and success Substantial growth in their business Nationwide Rewarding work and responsibilities Fully remote opportunity! Job Details We are seeking a highly motivated Senior Personal Lines Account Manager to join our dynamic team in the Insurance industry. The ideal candidate must have a minimum of 5 years of experience in the field and possess a comprehensive understanding of Personal Lines of Insurance. The Personal Lines Account Manager will be responsible for managing a portfolio of high net worth clients, providing exceptional customer service, and ensuring that all client needs are met. Responsibilities: Manage a portfolio of high net worth clients and maintain strong relationships with them Provide exceptional customer service and ensure that all client needs are met in a timely and efficient manner Experience in servicing a large book of business in a fast-paced environment Must have a strong history in servicing clients in the state of California Develop and implement strategies to increase revenue and retain clients Analyze client data and provide recommendations to improve coverage and reduce risk Collaborate with underwriters and carriers to negotiate terms and pricing for policies Stay up-to-date with industry trends and regulations to provide clients with the most current information Attend industry events and conferences to network with peers and gain new business opportunities Train and mentor junior staff members to ensure that they are providing high-quality service to clients Qualifications: Minimum of 5 years of experience in Personal Lines Insurance Comprehensive understanding of property and casualty insurance CPCU and CIC designations preferred Experience working with AMS 360 or similar agency management system Strong communication and interpersonal skills Ability to work independently and as part of a team Excellent organizational and time management skills Proven track record of managing a portfolio of high net worth clients Demonstrated ability to develop and implement successful business strategies Knowledge of industry trends and regulations Ability to mentor and train junior staff members If you are a highly motivated and experienced Senior Personal Lines Account Manager with a passion for providing exceptional customer service and a comprehensive understanding of Personal Lines Insurance in the state of California, we encourage you to apply for this exciting opportunity in the Insurance industry. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Jobot
Senior Personal Lines Account Manager (Insurance)
Jobot Alpine, California
We are growing exponentially and have been recognized as one of the top companies within our industry! This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $100,000 - $125,000 per year A bit about us: We are growing exponentially and have been recognized as one of the top companies within our industry! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. With growth, comes opportunity to continue to add highly skilled and greatly valued employees to our organization. This is a very important hire for us as it is a vital position working with high net worth clients and we would really like this individual to provide the best in class customer service that we believe all of our clients and customers can expect from us. Feel free to apply and speak to us about the details of this opportunity! Why join us? Competitive Compensation and Benefits Package Stable, long term, stability Join a well established team who is invested in your growth and success Substantial growth in their business Nationwide Rewarding work and responsibilities Fully remote opportunity! Job Details We are seeking a highly motivated Senior Personal Lines Account Manager to join our dynamic team in the Insurance industry. The ideal candidate must have a minimum of 5 years of experience in the field and possess a comprehensive understanding of Personal Lines of Insurance. The Personal Lines Account Manager will be responsible for managing a portfolio of high net worth clients, providing exceptional customer service, and ensuring that all client needs are met. Responsibilities: Manage a portfolio of high net worth clients and maintain strong relationships with them Provide exceptional customer service and ensure that all client needs are met in a timely and efficient manner Experience in servicing a large book of business in a fast-paced environment Must have a strong history in servicing clients in the state of California Develop and implement strategies to increase revenue and retain clients Analyze client data and provide recommendations to improve coverage and reduce risk Collaborate with underwriters and carriers to negotiate terms and pricing for policies Stay up-to-date with industry trends and regulations to provide clients with the most current information Attend industry events and conferences to network with peers and gain new business opportunities Train and mentor junior staff members to ensure that they are providing high-quality service to clients Qualifications: Minimum of 5 years of experience in Personal Lines Insurance Comprehensive understanding of property and casualty insurance CPCU and CIC designations preferred Experience working with AMS 360 or similar agency management system Strong communication and interpersonal skills Ability to work independently and as part of a team Excellent organizational and time management skills Proven track record of managing a portfolio of high net worth clients Demonstrated ability to develop and implement successful business strategies Knowledge of industry trends and regulations Ability to mentor and train junior staff members If you are a highly motivated and experienced Senior Personal Lines Account Manager with a passion for providing exceptional customer service and a comprehensive understanding of Personal Lines Insurance in the state of California, we encourage you to apply for this exciting opportunity in the Insurance industry. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
02/27/2026
Full time
We are growing exponentially and have been recognized as one of the top companies within our industry! This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $100,000 - $125,000 per year A bit about us: We are growing exponentially and have been recognized as one of the top companies within our industry! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. With growth, comes opportunity to continue to add highly skilled and greatly valued employees to our organization. This is a very important hire for us as it is a vital position working with high net worth clients and we would really like this individual to provide the best in class customer service that we believe all of our clients and customers can expect from us. Feel free to apply and speak to us about the details of this opportunity! Why join us? Competitive Compensation and Benefits Package Stable, long term, stability Join a well established team who is invested in your growth and success Substantial growth in their business Nationwide Rewarding work and responsibilities Fully remote opportunity! Job Details We are seeking a highly motivated Senior Personal Lines Account Manager to join our dynamic team in the Insurance industry. The ideal candidate must have a minimum of 5 years of experience in the field and possess a comprehensive understanding of Personal Lines of Insurance. The Personal Lines Account Manager will be responsible for managing a portfolio of high net worth clients, providing exceptional customer service, and ensuring that all client needs are met. Responsibilities: Manage a portfolio of high net worth clients and maintain strong relationships with them Provide exceptional customer service and ensure that all client needs are met in a timely and efficient manner Experience in servicing a large book of business in a fast-paced environment Must have a strong history in servicing clients in the state of California Develop and implement strategies to increase revenue and retain clients Analyze client data and provide recommendations to improve coverage and reduce risk Collaborate with underwriters and carriers to negotiate terms and pricing for policies Stay up-to-date with industry trends and regulations to provide clients with the most current information Attend industry events and conferences to network with peers and gain new business opportunities Train and mentor junior staff members to ensure that they are providing high-quality service to clients Qualifications: Minimum of 5 years of experience in Personal Lines Insurance Comprehensive understanding of property and casualty insurance CPCU and CIC designations preferred Experience working with AMS 360 or similar agency management system Strong communication and interpersonal skills Ability to work independently and as part of a team Excellent organizational and time management skills Proven track record of managing a portfolio of high net worth clients Demonstrated ability to develop and implement successful business strategies Knowledge of industry trends and regulations Ability to mentor and train junior staff members If you are a highly motivated and experienced Senior Personal Lines Account Manager with a passion for providing exceptional customer service and a comprehensive understanding of Personal Lines Insurance in the state of California, we encourage you to apply for this exciting opportunity in the Insurance industry. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
USAA
Intermediate Life Solutions Specialist - Phoenix
USAA Phoenix, Arizona
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Job Description The Intermediate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based on the Phoenix, AZ. Campus . Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products. Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s). Monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's products and services. May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Work Hours: Monday - Friday / 6:30am - 6:00pm (MST) An 8 hour shift will fall within these hours This role is required to be in office, with potential hybrid opportunity after 6 months. What you have: High School diploma or GED Required maintenance of Life/Health license Required annual completion of AHIP and Broker/Carrier appointments when applicable. 1 year of financial industry and/or life sales experience Experience delivering frequent written and oral communication Experience acquiring and applying new concepts and information Experience processing and analyzing information Experience fulfilling requests and meeting deadlines Experience resolving conflict and negotiating Experience multi-tasking in an operating systems environment Experience participating in or leading teams Successful completion of a job-related assessment may be required What sets you apart: 2+ years experience working in Sales with life insurance 1+ years experience working in a call center environment CLU - Chartered Life Underwriter or comparable designation US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $48,340.00 - $81,580.00. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
02/26/2026
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Job Description The Intermediate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based on the Phoenix, AZ. Campus . Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products. Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s). Monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's products and services. May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Work Hours: Monday - Friday / 6:30am - 6:00pm (MST) An 8 hour shift will fall within these hours This role is required to be in office, with potential hybrid opportunity after 6 months. What you have: High School diploma or GED Required maintenance of Life/Health license Required annual completion of AHIP and Broker/Carrier appointments when applicable. 1 year of financial industry and/or life sales experience Experience delivering frequent written and oral communication Experience acquiring and applying new concepts and information Experience processing and analyzing information Experience fulfilling requests and meeting deadlines Experience resolving conflict and negotiating Experience multi-tasking in an operating systems environment Experience participating in or leading teams Successful completion of a job-related assessment may be required What sets you apart: 2+ years experience working in Sales with life insurance 1+ years experience working in a call center environment CLU - Chartered Life Underwriter or comparable designation US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $48,340.00 - $81,580.00. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Jobot
Shipping & Data Entry Clerk
Jobot Galesburg, Illinois
Award-Winning - AV-Rated Mid-Sized Regional Firm - Hybrid Remote This Jobot Job is hosted by: Stanton Sikorski Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $100,000 - $200,000 per year A bit about us: Join our highly regarded multi-service law firm with over 60 years of excellence. Headquartered in Palm Beach Gardens with additional offices across Florida, our firm delivers sophisticated legal counsel to individuals, businesses, local governments, and institutional investors throughout the U.S. Recognized with an AV rating from Martindale-Hubbell and ranked among the Top Law Firms in the United States, we are known for our work ethic, efficiency, and results-driven approach to client service. Why join us? Competitive Base Salary Up to $200K+ (DOE) Bonuses: - Non-Discretionary: $5K for 1,800 hrs, $10K for 1,900 hrs, $15K for 2,000 hrs - Discretionary: Up to $20K depending on billables and originations Comprehensive Benefits: Medical, Dental, Vision, Life Insurance, Matching 401k, PTO Work-Life Balance: Clear bonus benchmarks and recognition for performance Hybrid Remote Job Details Advise clients on federal and state securities law compliance Prepare and file registration statements, 10-Ks, 10-Qs, 8-Ks, proxy statements, and other disclosures Handle private placements, public offerings, reverse mergers, and PIPE transactions Guide clients through uplisting and exchange compliance (OTC to NASDAQ/NYSE) Counsel issuers, underwriters, and investors in capital markets transactions Coordinate annual and special meetings of shareholders and handle proxy matters Respond to SEC comment letters and manage SEC/FINRA investigations Oversee Regulation D, S, and A+ offerings and related disclosure documentation Collaborate with the Corporate department on M&A and related transactions Looking For: J.D. and licensed to practice in Florida Minimum 4 years of experience focused on securities law Experience advising on 1934 Act reporting and 1933 Act registered and exempt offerings. Experience with SEC Reporting and Compliance, Reverse Mergers, venture capital and private equity financings. Proven ability to independently manage filings, reports, and transaction execution Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
02/26/2026
Full time
Award-Winning - AV-Rated Mid-Sized Regional Firm - Hybrid Remote This Jobot Job is hosted by: Stanton Sikorski Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $100,000 - $200,000 per year A bit about us: Join our highly regarded multi-service law firm with over 60 years of excellence. Headquartered in Palm Beach Gardens with additional offices across Florida, our firm delivers sophisticated legal counsel to individuals, businesses, local governments, and institutional investors throughout the U.S. Recognized with an AV rating from Martindale-Hubbell and ranked among the Top Law Firms in the United States, we are known for our work ethic, efficiency, and results-driven approach to client service. Why join us? Competitive Base Salary Up to $200K+ (DOE) Bonuses: - Non-Discretionary: $5K for 1,800 hrs, $10K for 1,900 hrs, $15K for 2,000 hrs - Discretionary: Up to $20K depending on billables and originations Comprehensive Benefits: Medical, Dental, Vision, Life Insurance, Matching 401k, PTO Work-Life Balance: Clear bonus benchmarks and recognition for performance Hybrid Remote Job Details Advise clients on federal and state securities law compliance Prepare and file registration statements, 10-Ks, 10-Qs, 8-Ks, proxy statements, and other disclosures Handle private placements, public offerings, reverse mergers, and PIPE transactions Guide clients through uplisting and exchange compliance (OTC to NASDAQ/NYSE) Counsel issuers, underwriters, and investors in capital markets transactions Coordinate annual and special meetings of shareholders and handle proxy matters Respond to SEC comment letters and manage SEC/FINRA investigations Oversee Regulation D, S, and A+ offerings and related disclosure documentation Collaborate with the Corporate department on M&A and related transactions Looking For: J.D. and licensed to practice in Florida Minimum 4 years of experience focused on securities law Experience advising on 1934 Act reporting and 1933 Act registered and exempt offerings. Experience with SEC Reporting and Compliance, Reverse Mergers, venture capital and private equity financings. Proven ability to independently manage filings, reports, and transaction execution Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Jobot
Senior Employee Benefits Consultant
Jobot Paso Robles, California
Rewarding Employee Benefits (Insurance) Opportunity with a reputable, supportive and collaborative company! Hybrid position This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $125,000 - $145,000 per year A bit about us: We are growing exponentially and have been recognized as one of the top companies within our industry! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. With growth, comes opportunity to continue to add highly skilled and greatly valued employees to our organization. This is a very important hire for us as it is a vital position working with high net worth clients and we would really like this individual to provide the best in class customer service that we believe all of our clients and customers can expect from us. Feel free to apply and speak to us about the details of this opportunity! Why join us? Competitive Compensation and Benefits Package Stable, long term, stability Join a well established team who is invested in your growth and success Substantial growth in their business Nationwide Rewarding work and responsibilities Hybrid Opportunity (2 days in office, 3 days remote a week) Job Details JOB DETAILS: We are seeking a dynamic and passionate Senior Employee Benefits Consultant to join our Sales team. The ideal candidate will serve as the primary business contact for our clients, ensuring their satisfaction through excellent customer service. This role involves building strong relationships with clients to encourage new and repeat business opportunities, managing at least $1 million in revenue. The Senior Consultant will lead client teams' projects, deadlines, and meetings, and oversee the execution of employee communication strategies, including the open enrollment process. RESPONSIBILITIES: Lead client teams' projects, deadlines, and meetings, ensuring compliance with professional standards Develop and oversee the execution of employee communication strategies, including managing the open enrollment process Establish necessary carrier/vendor relationships to handle all administration of eligibility, claims, billing, plan implementation, contracts, plan changes, and necessary amendments Manage the request for proposal (RFP) process with health insurance carriers and internal underwriter and account managers Review, analyze, and interpret claim and utilization data from insurance carriers, and prepare customized reports for clients Create client presentations using Excel and PowerPoint, summarizing client data obtained from vendors or consultants Develop benchmarking reports by gathering health benefits data to compare a client's plan to other companies by industry or geography Review external vendor contracts, summary plan descriptions, and employee communications to ensure alignment with client expectations and legal requirements Recommend process improvements as needed Perform other projects, duties, and tasks as assigned QUALIFICATIONS: A Life Accident & Health License from the state of domicile is required and must be maintained Advanced professional designation highly desirable (e.g., CEBS, CBP, etc.) Bachelor Degree preferred. High School Diploma or equivalent required. Minimum of 5 years' account management experience in the insurance industry with a focus on Accident and Health lines of coverage is required Exceptional understanding of the lines of coverage for employee benefit plans: medical, dental, life, long-term disability (LTD), short-term disability (STD), accidental death and dismemberment (AD&D), vision, etc. Exceptional knowledge of the rules and regulations associated with HIPAA, COBRA, Health Care Reform, and all other legislation and compliance related areas to Group Health programs Exceptional knowledge of insurance markets, products, services, insurance ratings, and underwriting procedures Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others Advanced skills in Microsoft Office (primarily Excel, PowerPoint, and Word) Ability to work independently with limited daily supervision and to work effectively in a team environment Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
02/26/2026
Full time
Rewarding Employee Benefits (Insurance) Opportunity with a reputable, supportive and collaborative company! Hybrid position This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $125,000 - $145,000 per year A bit about us: We are growing exponentially and have been recognized as one of the top companies within our industry! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. With growth, comes opportunity to continue to add highly skilled and greatly valued employees to our organization. This is a very important hire for us as it is a vital position working with high net worth clients and we would really like this individual to provide the best in class customer service that we believe all of our clients and customers can expect from us. Feel free to apply and speak to us about the details of this opportunity! Why join us? Competitive Compensation and Benefits Package Stable, long term, stability Join a well established team who is invested in your growth and success Substantial growth in their business Nationwide Rewarding work and responsibilities Hybrid Opportunity (2 days in office, 3 days remote a week) Job Details JOB DETAILS: We are seeking a dynamic and passionate Senior Employee Benefits Consultant to join our Sales team. The ideal candidate will serve as the primary business contact for our clients, ensuring their satisfaction through excellent customer service. This role involves building strong relationships with clients to encourage new and repeat business opportunities, managing at least $1 million in revenue. The Senior Consultant will lead client teams' projects, deadlines, and meetings, and oversee the execution of employee communication strategies, including the open enrollment process. RESPONSIBILITIES: Lead client teams' projects, deadlines, and meetings, ensuring compliance with professional standards Develop and oversee the execution of employee communication strategies, including managing the open enrollment process Establish necessary carrier/vendor relationships to handle all administration of eligibility, claims, billing, plan implementation, contracts, plan changes, and necessary amendments Manage the request for proposal (RFP) process with health insurance carriers and internal underwriter and account managers Review, analyze, and interpret claim and utilization data from insurance carriers, and prepare customized reports for clients Create client presentations using Excel and PowerPoint, summarizing client data obtained from vendors or consultants Develop benchmarking reports by gathering health benefits data to compare a client's plan to other companies by industry or geography Review external vendor contracts, summary plan descriptions, and employee communications to ensure alignment with client expectations and legal requirements Recommend process improvements as needed Perform other projects, duties, and tasks as assigned QUALIFICATIONS: A Life Accident & Health License from the state of domicile is required and must be maintained Advanced professional designation highly desirable (e.g., CEBS, CBP, etc.) Bachelor Degree preferred. High School Diploma or equivalent required. Minimum of 5 years' account management experience in the insurance industry with a focus on Accident and Health lines of coverage is required Exceptional understanding of the lines of coverage for employee benefit plans: medical, dental, life, long-term disability (LTD), short-term disability (STD), accidental death and dismemberment (AD&D), vision, etc. Exceptional knowledge of the rules and regulations associated with HIPAA, COBRA, Health Care Reform, and all other legislation and compliance related areas to Group Health programs Exceptional knowledge of insurance markets, products, services, insurance ratings, and underwriting procedures Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others Advanced skills in Microsoft Office (primarily Excel, PowerPoint, and Word) Ability to work independently with limited daily supervision and to work effectively in a team environment Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Jobot
Senior Employee Benefits Consultant
Jobot Isleton, California
Rewarding Employee Benefits (Insurance) Opportunity with a reputable, supportive and collaborative company! Hybrid position This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $125,000 - $145,000 per year A bit about us: We are growing exponentially and have been recognized as one of the top companies within our industry! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. With growth, comes opportunity to continue to add highly skilled and greatly valued employees to our organization. This is a very important hire for us as it is a vital position working with high net worth clients and we would really like this individual to provide the best in class customer service that we believe all of our clients and customers can expect from us. Feel free to apply and speak to us about the details of this opportunity! Why join us? Competitive Compensation and Benefits Package Stable, long term, stability Join a well established team who is invested in your growth and success Substantial growth in their business Nationwide Rewarding work and responsibilities Hybrid Opportunity (2 days in office, 3 days remote a week) Job Details JOB DETAILS: We are seeking a dynamic and passionate Senior Employee Benefits Consultant to join our Sales team. The ideal candidate will serve as the primary business contact for our clients, ensuring their satisfaction through excellent customer service. This role involves building strong relationships with clients to encourage new and repeat business opportunities, managing at least $1 million in revenue. The Senior Consultant will lead client teams' projects, deadlines, and meetings, and oversee the execution of employee communication strategies, including the open enrollment process. RESPONSIBILITIES: Lead client teams' projects, deadlines, and meetings, ensuring compliance with professional standards Develop and oversee the execution of employee communication strategies, including managing the open enrollment process Establish necessary carrier/vendor relationships to handle all administration of eligibility, claims, billing, plan implementation, contracts, plan changes, and necessary amendments Manage the request for proposal (RFP) process with health insurance carriers and internal underwriter and account managers Review, analyze, and interpret claim and utilization data from insurance carriers, and prepare customized reports for clients Create client presentations using Excel and PowerPoint, summarizing client data obtained from vendors or consultants Develop benchmarking reports by gathering health benefits data to compare a client's plan to other companies by industry or geography Review external vendor contracts, summary plan descriptions, and employee communications to ensure alignment with client expectations and legal requirements Recommend process improvements as needed Perform other projects, duties, and tasks as assigned QUALIFICATIONS: A Life Accident & Health License from the state of domicile is required and must be maintained Advanced professional designation highly desirable (e.g., CEBS, CBP, etc.) Bachelor Degree preferred. High School Diploma or equivalent required. Minimum of 5 years' account management experience in the insurance industry with a focus on Accident and Health lines of coverage is required Exceptional understanding of the lines of coverage for employee benefit plans: medical, dental, life, long-term disability (LTD), short-term disability (STD), accidental death and dismemberment (AD&D), vision, etc. Exceptional knowledge of the rules and regulations associated with HIPAA, COBRA, Health Care Reform, and all other legislation and compliance related areas to Group Health programs Exceptional knowledge of insurance markets, products, services, insurance ratings, and underwriting procedures Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others Advanced skills in Microsoft Office (primarily Excel, PowerPoint, and Word) Ability to work independently with limited daily supervision and to work effectively in a team environment Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
02/26/2026
Full time
Rewarding Employee Benefits (Insurance) Opportunity with a reputable, supportive and collaborative company! Hybrid position This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $125,000 - $145,000 per year A bit about us: We are growing exponentially and have been recognized as one of the top companies within our industry! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. With growth, comes opportunity to continue to add highly skilled and greatly valued employees to our organization. This is a very important hire for us as it is a vital position working with high net worth clients and we would really like this individual to provide the best in class customer service that we believe all of our clients and customers can expect from us. Feel free to apply and speak to us about the details of this opportunity! Why join us? Competitive Compensation and Benefits Package Stable, long term, stability Join a well established team who is invested in your growth and success Substantial growth in their business Nationwide Rewarding work and responsibilities Hybrid Opportunity (2 days in office, 3 days remote a week) Job Details JOB DETAILS: We are seeking a dynamic and passionate Senior Employee Benefits Consultant to join our Sales team. The ideal candidate will serve as the primary business contact for our clients, ensuring their satisfaction through excellent customer service. This role involves building strong relationships with clients to encourage new and repeat business opportunities, managing at least $1 million in revenue. The Senior Consultant will lead client teams' projects, deadlines, and meetings, and oversee the execution of employee communication strategies, including the open enrollment process. RESPONSIBILITIES: Lead client teams' projects, deadlines, and meetings, ensuring compliance with professional standards Develop and oversee the execution of employee communication strategies, including managing the open enrollment process Establish necessary carrier/vendor relationships to handle all administration of eligibility, claims, billing, plan implementation, contracts, plan changes, and necessary amendments Manage the request for proposal (RFP) process with health insurance carriers and internal underwriter and account managers Review, analyze, and interpret claim and utilization data from insurance carriers, and prepare customized reports for clients Create client presentations using Excel and PowerPoint, summarizing client data obtained from vendors or consultants Develop benchmarking reports by gathering health benefits data to compare a client's plan to other companies by industry or geography Review external vendor contracts, summary plan descriptions, and employee communications to ensure alignment with client expectations and legal requirements Recommend process improvements as needed Perform other projects, duties, and tasks as assigned QUALIFICATIONS: A Life Accident & Health License from the state of domicile is required and must be maintained Advanced professional designation highly desirable (e.g., CEBS, CBP, etc.) Bachelor Degree preferred. High School Diploma or equivalent required. Minimum of 5 years' account management experience in the insurance industry with a focus on Accident and Health lines of coverage is required Exceptional understanding of the lines of coverage for employee benefit plans: medical, dental, life, long-term disability (LTD), short-term disability (STD), accidental death and dismemberment (AD&D), vision, etc. Exceptional knowledge of the rules and regulations associated with HIPAA, COBRA, Health Care Reform, and all other legislation and compliance related areas to Group Health programs Exceptional knowledge of insurance markets, products, services, insurance ratings, and underwriting procedures Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others Advanced skills in Microsoft Office (primarily Excel, PowerPoint, and Word) Ability to work independently with limited daily supervision and to work effectively in a team environment Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:

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