227 Local Businesses jobs in Balch Springs

**Overview**
Come join one of the fastest-growing business units at Intuit. We are not your typical sales organization. Nothing is more important to us than the success of our customers, which is why we are investing in the growth of this vital piece of our ecosystem. We are problem solvers, strategic thinkers, solution seekers, and consultative experts who use the latest tools and technology to solve our customers' most important problems. The solutions we present to each client are backed by collaborative cross-functional teams. We serve customers by finding more ways to put more money in their pockets, eliminating work and drudgery so they can focus on their lives and what matters to them, and ensuring that every financial decision that they make, they make it with confidence.
That means we won't simply sell products - we consult and listen deeply to understand our customers' business needs. As part of Intuit's Sales organization, every day presents an opportunity to evolve, grow your careers, and unlock your potential. Our Money Account Management Team is dedicated to the success of Intuit's Big Bet #3, Unlock Smart Money Decisions and Big Bet #5, Disrupt the Mid-Market. The Mid-Market Money Account Manager Sales Team consists of highly capable and passionate sales consultants focused on defending and growing the Mid-Market Segment of the QuickBooks Money Ecosystem.
This person will be responsible for a team of Mid-Market Money Account Managers focused on growing and defending this critical segment of Mid-Market customers and generating breakthrough adoption of our payments and bill pay solutions. The primary responsibilities are money ecosystem adoption and net revenue growth through Relationship Management and Consultative Selling techniques. We are building a team of Account Managers across the US and are looking for capable sales leaders to lead these teams. These positions will be leadership roles based out of a specific location or site. Hybrid leadership roles will lead a team geographically located out of one location and will be in office for 2-3 days per week.
**What you'll bring**
+ 5+ years of quota carrying payments / fintech sales for business with a minimum of 2-3 years in outside sales leadership / manager roles
+ Track record of developing breakthrough strategies and inspiring excellent execution through teams
+ History working in unity with marketing and partner channels to accelerate customer acquisition, retention, and expansion
+ Ability to streamline processes and ensure speed to benefit for customers and employees
+ Ability to identify opportunities for operational improvements
+ Strong sales acumen, leadership, practice management to drive upsell and cross sell per customer
+ Hypothesis and data driven thinking - experience successfully leveraging data to drive decision making
+ Proven success in partnering, influencing, and collaborating internally and externally to establish shared passion and goals
+ Track record of boundaryless leadership in B2B software growth businesses
+ Bachelor's degree or MBA
**How you will lead**
_The most critical outcomes for this role:_
+ Revenue growth through acquiring, growing, and defending a defined set of Mid-Market Money Customers through improved relationships, retaining more customers and driving growth through our ecosystem of solutions.
+ Deliver on commitments: achieve assigned targets and stretch goals as well as key KPIs
+ Contribute to and execute strategic and tactical plans to be delivered through your assigned sales team.
+ Drive higher revenue, productivity, margin performance in line with corporate objectives andnInuit's growth plans
+ Leader, teacher across your team, based on deep expertise in channel, business acumen, and deep merchant industry knowledge
+ Consistently look for new and innovative ways to drive faster revenue growth in more efficient ways.
+ Provide people leadership to attract and retain the best talent through structured development
+ Emulate the Intuit culture and shape the team environment as you build our capabilities and sales excellence
+ Operationalize company strategy, culture, organization and talent within your team and territory
+ Communicate all aspects of your business to stakeholders including performance, progress, challenges, needs
_The key tasks and activities associated with achieving key accountabilities_
+ Responsible for a team of ~10 Money Account Managers
+ Focus on managed account direct sales pipeline growth motions where Systems Integration or Third-Party Apps are needed
+ Deep knowledge on digital selling, money movement in payments, and ecomm ensuring tight execution and alignment between the Sales and Marketing function
+ Execute on go to market and business development initiatives tied to the marketing, demand generation, and partner business lead generation
+ Develop winning strategies to drive Intuit technology, service offerings, commercial packaging, and platform strategies to close
+ Demonstrate excellent E2E thinking with multi-disciplinary experience and assignments
+ Attract, develop and retain top talent
EOE AA M/F/Vet/Disability. Intuit will consider for employment qualified applicants with criminal histories in a manner consistent with requirements of local law.

**_Company Overview:_**
At Everon, we truly believe that our people are the difference - for our organization, the customers we serve and the communities we protect. When you're a part of Everon, you'll have the opportunity to be a part of that difference every day. With more than 100 locations, a deep national presence, and comprehensive portfolio of solutions and services, our employees are always poised for career advancement and growth. For more information, visit or follow us on LinkedIn.
THIS POSITION IS **HYBRID** IN IRVING/FORT WORTH, TX
**Position Summary:**
Develop and secure long-term relationships with National Account Customers. Proactively manage accounts for 1 Touch Plus National Account customers. Perform daily audits to prevent and eliminate potential security issues.
**Essential Duties And Responsibilities:** The National Account Support Management Specialist may be expected to perform some or all of the duties listed and other duties as assigned.
+ Perform client care calls to External and Internal customers.
+ Ensure accuracy of data in Mastermind.
+ Coordinate service, and billing of National Account Customers.
+ Prepare formal correspondence in response to customer's questions or concerns.
+ Ensure that all customer correspondence is responded to or forwarded to the appropriate department within 24 hours of receipt in the department.
+ Track statistical information as needed for the department and compile data into reports that are submitted to management in a timely manner.
+ Conduct communication meetings with External and Internal Customers on a regular basis to ensure that changes in policies, procedures and standards are disseminated in a clear and concise manner and are understood by everyone.
+ Establish good working relationships with National Account Point of Contacts.
+ Perform research and client care calls to National Account holders.
+ Utilize dashboards, 1 Reports, and other resources daily to proactively manage account activity and support National Account customers.
+ Promote the full product line and services offered by Everon.
+ Work with NAM/AVP to provide both oral and written presentations to customers outlining quarterly 1
+ Touch Report performance, billing systems and applicable services.
+ Obtain accurate central station information required for the monitoring and service of the account.
+ Assist the installation, service, and billing departments as required.
+ Perform daily account audits and updates.
+ Make credit adjustments to accounts when necessary.
+ Work with the branches and Monitoring department to research and resolve customer issues.
+ Evaluate pending service calls daily for assigned customers and work with the appropriate branches to ensure service calls are completed and moved to a "Final QC" status for billing.
+ Perform all other duties and projects as assigned.
+ Position may require mandatory overtime.Supervisory Responsibilities:
+ Train and mentor peers, but no direct supervisory duties required.
**_Qualifications - External_**
**Knowledge:**
+ Advanced knowledge of Closed Circuit Television, Access Control, Burglary, Holdup, Fire Alarm and Fire Suppression Systems
**Skills:**
+ Computer skills with expertise in word processing, preferable Microsoft Office and database applications, and advanced presentation skills with proficiency in Power Point.
+ Must have good customer service skills and be able to apply tact, diplomacy, reason and logic.
+ Must have strong communication skills, including written, to assist internal and external customers.
+ Requires skills in business math, interpersonal relations, judgment, and listening.
**Abilities:**
+ Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
+ Ability to write reports, business correspondence, and procedures manuals.
+ Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
+ Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry.
+ Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
+ Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
+ Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
+ Ability to read and interpret applicable documents, materials, policies, procedures, etc. as presented in English
**Physical Demands:**
+ While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to handle or feel; and talk or hear. The employee frequently is required to reach with hands and arms.
+ The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Must be able to carry a lap top computer and other necessary demonstration equipment when visiting customers.
+ Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
+ Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
**Work Environment:**
+ The noise level in the work environment is usually moderate.
+ Must be able to travel as needed to visit customers, Everon branches and authorized subcontractors.
**Minimum Qualifications:**
+ High School Diploma or General Education Degree (GED) and two to three years' experience working on security related projects to include three years of experience related to the CCTV, Intercom, IDS and access control system industry.
+ Bachelor's degree preferred.
+ Two years Mastermind experience preferred.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights ( notice from the Department of Labor.

**Overview**
As part of our dynamic sales organization, we prioritize customer success above all else, leveraging strategic thinking, problem-solving skills, and consultative expertise to address their most pressing needs. Our goal is to enhance our customers' financial decision-making capabilities, putting more money in their pockets and enabling them to focus on what truly matters to them. Join us and unlock your potential in a collaborative and supportive environment where every success is celebrated as a team.
We are seeking a dynamic leader to helm our cutting-edge "money" services division, focusing on revolutionizing the way businesses manage their Payments Acceptance (Accounts Receivable) and Accounts Payable processes. This pivotal role calls for a visionary with profound sales leadership skills, prepared to significantly influence our operations and drive substantial growth. If you are primed to harness your extensive sales experience to make a lasting impact, this role provides the perfect platform to showcase your abilities and lead our team to new heights.
**What you'll bring**
+ **Proven experience leading teams for multiple years within a payments company** , with a strong track record of driving results, developing talent, and fostering collaboration.Demonstrated experience leading teams, especially with high-value multi-location business clients.
+ Extensive background in sales, territory management, and corporate account management within the software or technology sectors, ideally relating to financial services.
+ Proven track record in managing complex sales cycles and negotiating favorable terms in the merchant services industry.
+ Deep understanding of financial processes involved in money movement, including AR and AP.
+ Strong capability in leveraging salesforce and other CRM software to manage sales pipelines and collaborate with multiple stakeholders.
+ Excellent communication, leadership, and interpersonal skills, with the ability to motivate and drive teams toward achieving shared goals.
+ Familiarity with key sales strategies and methodologies, equipped to train and lead a team in these practices.
**How you will lead**
As the **Team Leader of Merchant Services** , your role is pivotal in driving strategic growth and fostering resilient relationships across a broad territory including multiple states and industries. Here are your key responsibilities:
**Strategic Relationship Building and Territory Management** :
+ Architect the team's success, steering the course of our engagement across diverse business landscapes, particularly with mid-market businesses
+ Ensure the team builds and maintains solid, strategic partnerships, turning potential leads into long-term clients.
**Financial Consultancy and Risk Management** :
+ Lead your team to become adept in the world of merchant services, utilizing an in-depth understanding of AR/AP processes, industry standards, rates, cost analysis, and risk management to deliver customized and efficient solutions.
**Advanced Sales Navigation** :
+ Mentor and guide your team to confidently tackle complex sales scenarios, negotiating favorable rates and terms that benefit all parties, across a variety of industries.
**Team Innovation and Strategy Refinement** :
+ Encourage and spearhead innovation within the team, applying your rich business acumen and profound sales skills to uncover new opportunities, refine sales strategies, and foster a culture of continuous improvement.
**Pipeline Mastery** :
+ Utilize your expertise in Salesforce to coach the team in managing a robust sales pipeline, promoting efficient collaboration with internal and external partners to streamline the sales process.
**Collaborative Client Experience Management** :
+ Foster a collaborative environment where team members work closely with diverse stakeholders to deliver outstanding service and support throughout the entire client management lifecycle.
**Application of Sales Methodologies** :
+ Equip your team with the tools and knowledge of proven sales methodologies like Challenger, SPIN, Solution, or Sandler, ensuring they are well-prepared to engage prospects and effectively close deals.
EOE AA M/F/Vet/Disability. Intuit will consider for employment qualified applicants with criminal histories in a manner consistent with requirements of local law.

**Overview**
**Lead the Charge in Revolutionizing Financial Solutions for Mid-Market Businesses**
QuickBooks, a pioneer in financial software solutions for millions of businesses, is seeking a dynamic and driven **Group Sales Leader** to spearhead our Mid-Market Money sales teams. This is a high-impact, high-visibility role where you'll lead a team of Sales Managers & Sr. Managers who, in turn, lead our Money Specialists & Sales Professionals. You'll be instrumental in driving revenue growth by connecting Mid-Market Businesses with innovative money solutions that fuel their success.
**What you'll bring**
+ **10+ years of experience in fintech / SaaS / Enterprise** sales leadership or similar role within a B2B environment serving SMB customers
+ **Expertise** in digital sales processes, digital platforms, technical markets, pricing models, measurement platforms, technology trends, customer buying patterns and budgeting
+ **Proven Sales Leadership Acumen:** A demonstrated track record of success in building, leading, and motivating high-performing enterprise sales and account management teams, preferably within the merchant services or financial technology industry. Experience managing managers is essential.
+ **Strategic Thinking and Execution:** Ability to develop and implement comprehensive sales strategies that align with company goals and market dynamics.
+ **Analytical Excellence:** Strong analytical skills with the ability to extract insights from data and translate them into actionable plans.
+ **Exceptional Communication and Interpersonal Skills:** A compelling communicator and collaborator, capable of building strong relationships and influencing stakeholders at all levels.
+ **Passion for Customer Success:** A genuine commitment to helping Mid-Market Businesses thrive by providing them with the financial tools and resources they need to succeed.
**How you will lead**
+ **Build and Scale a World-Class Sales Team:** Cultivate a high-performing sales organization by coaching, mentoring, and developing Sales Managers. Foster a culture of collaboration, accountability, and continuous improvement.
+ **Drive Explosive Revenue Growth:** Develop and execute strategic sales plans to exceed ambitious revenue targets. Identify new opportunities within the Mid-Market segment and expand our market share.
+ **Champion the Money Ecosystem:** Be a passionate advocate for our comprehensive suite of money solutions, including payment processing, lending, and cash flow management tools. Deeply understand the needs of Mid-Market Businesses and position our offerings as essential to their growth.
+ **Data-Driven Decision Making:** Leverage data and analytics to inform sales strategies, track performance, identify trends, and optimize sales processes.
+ **Collaboration and Influence:** Partner effectively with cross-functional teams (Product, Marketing, Finance, Operations) to ensure alignment and maximize sales effectiveness.
+ **Be a Change Agent:** Drive innovation and continuous improvement within the sales organization. Identify and implement new strategies and tactics to enhance sales performance and customer satisfaction.
EOE AA M/F/Vet/Disability. Intuit will consider for employment qualified applicants with criminal histories in a manner consistent with requirements of local law.

Entity
Safran is an international high-technology group, operating in the aviation (propulsion, equipment and interiors), defense and space markets. Its core purpose is to contribute to a safer, more sustainable world, where air transport is more environmentally friendly, comfortable and accessible. Safran has a global presence, with 100,000 employees and sales of 27.3 billion euros in 2024, and holds, alone or in partnership, world or regional leadership positions in its core markets.
Safran is in the 2nd place in the aerospace and defense industry in TIME magazine's "World's best companies 2024" ranking.

Safran Helicopter Engines is the world's leading manufacturer of helicopter engines, with more than 75,000 produced since being founded. It offers the widest range of helicopter turboshafts in the world and has more than 2,500 customers in 155 countries.

Reference number
2025-150624

Job details
Domain

Programs / Customer Relations
Job field / Job profile

Customer services and support - Customer support & services management (CSSM)
Job title

Fleet Asset Management Specialist (Inventory, Purchasing, or Account Management background)
Employment type

Permanent
Professional category

Professional, Engineer & Manager
Part time / Full time

Full-time
Job description

Summary of Job Purpose:
Responsible for handling any North American customer requests related to Pool assets by managing the stock of Safran Helicopter Engines USA, involving the sizing, the localization, the global immobilization loop follow-up as well as financial encumbrance analysis; Interacts with Safran Helicopter Engines worldwide repair centers and coordinates with Corporate to support North American Front Offices and customers; Proactively anticipates, resolves problems, and creates conditions to support the customer requests and achieves the target service rate provided to the operators; Responsible to reach the inventory value target. Demonstrate creative problem solving skills along with proficient Safran Helicopter Engines processes knowledge to propose process change and improvement initiatives as well as customized solutions for customer needs.

Essential Duties and Responsibilities:
Customer support management:
•Provide AOG support
•Review all the types of requests (Standard Exchange, rental, outright sales and consignments) and interact with other Safran Helicopter Engines Pool sites if needed to find the best and creative solution to ensure customer requirement is met on time, and the service rate target reached
•Provide the appropriate assets to Front Offices for any customer requests
•For customized requests, build materials specifically in order to meet the customer's technical criteria or budget.
•Coordinate with the Corporate the worldwide answers to requests and participate to the overall customer satisfaction
•Ship engines to foreign countries
•Ensure the commercial policy application

Stock management:
•Manage the stock ensuring to always have a safety stock
•Manage the launches of materials in repair, considering the "just-in-time" concept with the repair shop to reduce the overall pool inventory cost.
•Select the appropriate materials to be repaired, considering a cost analysis and the customer satisfaction
•Define the appropriate repair center and coordinate the induction through a slotting process with the MPS Manager
•Ensure the normal progress of the engines in repair as per the TAT goal, and prioritize (communicating with the shop) if needed considering the future customer's requirements
•Manage the distribution of the Safran Helicopter Engines USA materials through our different storage locations
•Participate to the stock sizing process and its distribution target per status (Available, WIP.) and revise the stock to take into account any seasonality, customer flying trend changes and new contracts signed
•Review the entire stock periodically to ensure all the serviceable assets have not reached a limit (storage or calendar), the consignment stock is accurate, the assets blocked have an action plan in order to release them and to ensure the stock is rotating appropriately
Candidate skills & requirements

Required Competencies; Education / Knowledge / Skills and Abilities:
•Bachelor's degree (B.A.) from four-year college or university or four years of experience in aviation mechanical, engineering or technical position
•Mechanical/technical /interpersonal-Advanced- Skills must be adapted to the unique requirements of the organization.
•Advanced - Microsoft Office: Outlook, Word, Excel, PowerPoint, sharePoint preferred
•3+ years of advanced spreadsheets skills (pivot tables, charts/graphs, excel formulas, etc.) preferred
•Experience in delivering results under pressure and take decisions
•Experience in working across cultures and being sensitive to local sensitivities
•Lean sigma or project management certification would be an asset
•Able to multitasks, autonomous and proactive

Physical Requirements:
•The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions while performing the duties of this Job:
•While performing the duties of this Job the employee is:
•Regularly required to sit; use hands to finger, handle, or feel and talk or hear.
•Frequently required to reach with hands and arms.
•Occasionally required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.
•The noise level in the work environment is usually quiet.
Annual salary

$
Job location
Job location

North America, United States, Texas
City (-ies)

Grand Prairie

Applicant criteria
Minimum education level achieved

Vocational/Trade School
Minimum experience level required

More than 3 years

**Description**
As part of Willis Towers Watson's Captive Solutions team, the Account Manager plays a key role in delivering tailored management services to a portfolio of captive insurance companies. Captive Solutions spans multiple business segments-including Corporate Risk and Broking (CRB), Human Capital and Benefits (HCB), and Investment, Risk and Reinsurance (IRR)-and offers clients innovative, data-driven approaches to risk financing.
This role supports the strategic and operational performance of client captives through active engagement in underwriting, regulatory compliance, financial management, and governance. The Account Manager collaborates closely with internal experts-including actuaries, risk consultants, accountants, and brokers-as well as with external stakeholders such as clients, regulators, and service providers.
With no two captives alike, the Account Manager must bring flexibility, analytical insight, and client-focused problem-solving to help structure and manage bespoke captive solutions. This is a unique opportunity to contribute to a team that combines industry-leading analytics, strategic consultancy, and operational excellence to deliver clarity and value to our clients.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
Ensures strong relationships with client, regulators, captive directors and key service providers.
Works as part of the Client Service Team, as well as interacts with clients, prospects, regulators and external service providers.
**Insurance**
+ Liaison with insurance broker and reinsurance brokers as required.
+ Assist with underwriting decisions in conjunction with the Client Service Team and the Practice Underwriting resources, as appropriate.
+ Monitoring of exposures and risk transfer pricing within assigned portfolio.
+ Assist with regulatory approval for changes to the business plan.
+ Assist with Board approval for underwriting decisions.
**Finance/Regulatory**
+ Monitoring of domicile solvency and capital requirements
+ Obtaining regulatory approval of changes to business plan
+ Obtaining board approval for underwriting decisions Accounting for premium Agree reserving methodology
+ Ensure the production of management accounts, statutory accounts and information, budgets, cash flow statements and supplementary information as required.
+ Assist with the adoption of appropriate accounting practices and ensure adherence thereto.
+ Manage cash requirements of the companies Liaise with and monitor investment managers in respect of invested funds
+ Assist Client Service Team with co-ordination of board meetings
+ Ensure timely production of board papers.
+ Ensure timely production of minutes and review prior to distribution.
+ Action matters arising from client meetings
+ Ensure relevant company secretarial functions are performed in a timely manner.
+ Ensure compliance with Corporate Governance.
**Management**
+ To participate in and provide input on strategic and major operational issues.
+ Assume responsibility for a specific area of company strategy.
+ To implement policies adopted by the Practice Contact is maintained with all client directors and that they are advised of any developments.
+ Keep Practice leadership apprised of client developments.
+ Entertain clients & prospects as required.
+ Support Senior Executive in performing board insight, perspective & thought leadership as required
+ Understands importance of Internal Control procedures and the WTW code of Conduct and works to be seen as a role model in the office.
**Qualifications**
**The Requirements**
+ 2-4 year degree in Accounting, Finance or related area
+ Computer Skills
+ A plus, but not required is knowledge and experience of captive insurance and insurance industry in the following areas: (1) accounting for captives (2) insurance products, and (3) problem resolution
+ Willis Towers Watson knowledge (platforms, structure, etc.)
+ Ability to monitor quality control Client relationship skills
+ Project Management skills
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.
**Compensation**
The base salary compensation range being offered for this role is $50,000-$75,000 USD per year.
This role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off ( ( _Washington State only_ )
+ **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k).
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
**EOE, including disability/vets**

**Description**
Willis Towers Watson's Captive Solutions team delivers customized, data-driven insurance management services across Corporate Risk and Broking (CRB), Human Capital and Benefits (HCB), and Investment, Risk and Reinsurance (IRR). As part of this highly specialized group, the Account Executive is responsible for managing a portfolio of captive insurance companies by providing strategic, operational, and financial oversight tailored to each client's unique risk profile.
Reporting to senior leadership and working closely with clients, regulators, and service providers, the Account Executive plays a critical role in shaping underwriting strategy, ensuring regulatory and financial compliance, and delivering timely, high-quality board and management reporting. The role also contributes to new business development by identifying growth opportunities, supporting marketing initiatives, and offering expert technical guidance.
The ideal candidate brings at least 15 years of experience in captive insurance and financial services, with deep knowledge of insurance accounting, products, and problem resolution. Strong leadership, project management, and client relationship skills are essential, along with the ability to provide strategic insight, influence stakeholders, and uphold the highest standards of compliance and corporate governance.
This position offers a dynamic opportunity to lead within a team of top-tier professionals-actuaries, brokers, analysts, and consultants-dedicated to delivering clarity, innovation, and value to clients through Willis Towers Watson's world-class Captive Solutions platform.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
**New Business**
+ To assist in the development of new business for the Company
+ Give input to the creation of a marketing and new business strategy.
+ Implement marketing and new business strategy.
+ Identify new business opportunities (including cross-selling opportunities) within existing client base.
+ Take responsibility for a number of new business development projects.
+ Promote the Company within and outside the Willis Group.
+ To provide technical advice on request within the Practice.
**Insurance**
+ Liaison with insurance broker and reinsurance brokers as required.
+ Underwriting decisions in conjunction with the Client Service Team and the Practice Underwriting resources, as appropriate.
+ Monitoring of exposures and risk transfer pricing within assigned portfolio.
+ Oversee regulatory approval for changes to the business plan.
+ Oversee Board approval for underwriting decisions.
**Finance/Regulatory**
+ Monitoring of domicile solvency and capital requirements
+ Obtaining regulatory approval of changes to business plan
+ Obtaining board approval for underwriting decisions
+ Accounting for premium
+ Agree reserving methodology
+ Ensure the production of management accounts, statutory accounts and information, budgets, cash flow statements and supplementary information as required.
+ Assist with the adoption of appropriate accounting practices and ensure adherence thereto.
+ Manage cash requirements of the companies
+ Liaise with and monitor investment managers in respect of invested funds
+ Assist Client Service Team with co-ordination of board meetings
+ Ensure timely production of board papers.
+ Ensure timely production of minutes and review prior to distribution.
+ Action matters arising from client meetings
+ Ensure relevant company secretarial functions are performed in a timely manner.
+ Ensure compliance with Corporate Governance.
**Management**
+ To participate in and provide input on strategic and major operational issues. Assume responsibility for a specific area of company strategy.
+ To implement policies adopted by the Practice
+ Contact is maintained with all client directors and that they are advised of any developments.
+ Keep Practice leadership apprised of client developments.
+ Entertain clients & prospects as required.
+ Support Senior Principal in performing board insight, perspective & thought leadership as required
+ Understands importance of WEM and the WTW code of Conduct and works to be seen as a role model in the office.
**Qualifications**
**The Requirements**
+ 4 year degree in Accounting, Finance or related area or CPA qualification
+ Maintenance of CPA qualification through CPD, as appropriate
+ Advanced Computer Skills
+ In depth knowledge and experience of captive insurance and insurance industry (minimum 15 years' experience) in the following areas: (1) accounting for captives (2) insurance products, and (3) problem resolution
+ Willis Towers Watson knowledge (platforms, structure, etc.)
+ Ability to monitor quality control
+ Client relationship skills
+ Project Management skills
+ Advanced presentation skills
+ Leadership and People Management skills
+ Compliance
+ Can solve complex issues and will raise highly complex issues to higher level
+ Ability to influence and negotiate
+ Excellent verbal and written communication skills
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.
**Compensation**
The base salary compensation range being offered for this role is $100,000-$140,000 USD per year.
This role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off ( ( _Washington State only_ )
+ **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k).
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
**EOE, including disability/vets**

**Description**
The Senior Account Manager is responsible for delivering comprehensive management services to a portfolio of captive insurance companies. This role operates under general direction and focuses on financial statement preparation and review, regulatory compliance, and client relationship management. The position plays a key part in supporting strategic initiatives, ensuring adherence to accounting practices, and maintaining effective communication with clients, regulators, and service providers. Ideal candidates will have a strong background in accounting and captive insurance, excellent analytical and communication skills, and the ability to manage complex issues and client needs with professionalism.
Note: visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
Ensures strong relationships with client, regulators, captive directors and key service providers. Primary focus on financial statement review and/or preparation. Works as part of the Client Service Team, as well as interacts with clients, prospects, regulators and external service providers.
**Specific Responsibilities:**
**Insurance**
+ Liaison with insurance broker and reinsurance brokers as required.
+ Assist with underwriting documentation and decisions in conjunction with the Client Service Team and the Practice Underwriting resources, as appropriate.
+ Monitoring of exposures and risk transfer pricing within assigned portfolio.
+ Obtain regulatory approval for changes to the business plan.
+ Obtain Board approval for underwriting decisions.
**Finance/Regulatory**
+ Monitoring of domicile solvency and capital requirements
+ Obtaining regulatory approval of changes to business plan
+ Obtaining board approval for underwriting decisions
+ Accounting for premium
+ Agree reserving methodology
+ Ensure the production of management financial statement accounts, statutory accounts and information, budgets, cash flow statements and supplementary information as required.
+ Assist with the adoption of appropriate accounting practices and ensure adherence thereto.
+ Manage or supervise cash requirements of the companies
+ Liaise with and monitor investment managers in respect of invested funds
+ Assist Client Service Team with co-ordination of board meetings
+ Ensure timely production and accuracy of board papers.
+ Ensure timely production of minutes and review prior to distribution.
+ Action matters arising from client meetings
+ Ensure relevant company secretarial functions are performed in a timely manner.
+ Ensure compliance with Corporate Governance.
**Management**
+ To assist in providing input on strategic and operational issues. Assume responsibility for a specific area of company strategy.
+ To assist in implement policies adopted by Practice
+ Contact is maintained with all client directors and that they are advised of any developments.
+ Keep Practice leadership apprised of client developments.
+ Entertain clients & prospects as required.
+ Support Senior Management in performing board insight, perspective & thought leadership as required
+ Understands importance of Internal Control procedures and the WTW code of Conduct and works to be seen as a role model in the office.
**Qualifications**
**Requirements**
+ 4-year degree in Accounting, Finance or equivalent work experience, or related area or CPA qualification
+ Advanced Computer Skills
+ In depth knowledge and experience of captive insurance and insurance industry in the following areas: (1) accounting for captives (2) insurance products, and (3) problem resolution
+ Willis Towers Watson knowledge (platforms, structure, etc.)
+ Ability to monitor quality control
+ Client relationship skills
+ Project Management skills
+ Board meeting presentation skills
+ Working toward Leadership and People Management skills
+ Compliance
+ Can solve complex issues and will raise highly complex issues to higher level
+ Ability to influence and negotiate
+ Excellent verbal and written communication skills
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
**Compensation**
The base salary compensation range being offered for this role is $80,000.00-$130,000.00 USD annually.
This role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (only included for Washington roles)
+ **Retirement Benefits:** Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans' eligibility requirements.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
**EOE, including disability/vets**

**Position Overview**
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Account Manager I within PNC's Treasury Management Sales organization, you will be based in Denver CO or Irvine CA or Phoenix AZ or San Francisco CA or Seattle WA or Pittsburgh PA or Charlotte NC, Dallas TX or Houston TX or Chicago IL or Columbus OH or Indianapolis IN. Other locations within the PNC footprint will also be considered.
This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion.
Additional Details:
o Face to face calls with the TMO (virtual or in person) and may be asked to take the initiative to lead specific client calls
o Great organizational and communication skills
o Ability to lead meetings internally and externally effectively
o Responsible for thought leadership development, identifying client/industry trends and opportunities to deepen customer relationships.
o Perform data analytics in support of customer and prospect relationship management
o Support TMOs and Proposal Team in responding the RFPs
o Support pricing of new and re-bid business
o Coordinate Post Implementation Reviews - are sold services being utilized at expected volumes?
o Assist TMOs in completing customer and prospect Business Prospect Reviews (BPRs)
o Assist TMOs in compiling and delivering customer facing Treasury Reviews
o Support TMO in completing Pre Implementation Work in preparation for transition to implementation Project Manager
o Support TMO in developing and delivering customer facing presentations
o Support TMOs in contract management process (primarily TMSAs)
o Assist with Portfolio Administration (ex. EDGE Assignment Updates & Mis-Alignment Reviews)
o Assist TMOs in coordinating activities related to projects requiring action from sales (ex. Payee Positive Pay conversion list)
o Not a Service nor a Sales role.
**Job Description**
+ Under direct supervision, works in support of assigned long-term client relationships. Provides sales or consultative support to clients and serves as the liaison between clients and operational servicing units. May participate in pricing and resource discussions and in developing the scope of service provided to existing and potential clients.
+ Serves as point of contact for client matters. May help identify and develop new servicing opportunities with existing clients to build and maintain a long-lasting relationship. Utilizes basic industry and PNC knowledge to inform customers of appropriate products/services, rates, and other opportunities.
+ Involved in negotiating servicing agreements and servicing fees for existing clients if contract modifications are needed. Will work with in-house counsel and clients on contract negotiations. This includes the review of the servicing agreements to ensure contract terms meet servicing guidelines.
+ Analyzes, assesses and documents client requirements. Forecasts and tracks key account metrics May identify customization needs, and work with service partners to implement.
+ Supports processes outlined in the contract and independently resolves challenges regarding implementation and production issues. Works towards finding the best solution to maintain a positive client relationship.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Account Management, Client Counseling, Competitive Advantages, Go-to-Market Strategies, Influencing Skills, Negotiation, Relationship Building, Sales Operations
**Competencies**
Account Management, Customer Relationship Management Applications, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Managing Multiple Priorities, Negotiating, Problem Management Process
**Work Experience**
Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
No Required License(s)
**Pay Transparency**
Base Salary: $45,000.00 - $104,650.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
**Application Window**
Generally, this opening is expected to be posted for two business days from 04/24/2025, although it may be longer with business discretion.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.