101 Local Businesses jobs in Claremont
Specialist, Central Support Account Management

Posted 1 day ago
Job Viewed
Job Description
Become a Specialist, Central Support Account Management at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll support Account Management in the Customer Solutions Division, who are responsible for serving assigned Business Customer accounts. The position assists Account Managers and Customers resolve a broad range of customer care issues that include Billing, Credit, data in SAP, Electric Transportation and special project work in support of account management activities and SCE's strategic goals.
As a Specialist, Central Support Account Management your work will help power our planet, reduce carbon emissions, and create cleaner air for everyone. Are you ready to take on the challenge to help us build the future?
**Responsibilities**
+ Acts as one of point of contact for resolving customer issues, monitor customer claims, and facilitate customer negotiations
+ Contributes to the development of sales strategies by providing the customer's current business and long-term plans
+ Assists in building and maintaining strong relationships between the company and many of its largest industrial, governmental, and commercial customers
+ Provides service excellence by interfacing directly with Customers and internal resources to handle customer inquiries and routine issues on a regular basis
+ Identifies and resolves customer issues, often without an established precedent, typically having a potential for minor impact to the company
+ Supports the creation and maintenance of records, logs, documents, and files for use in communications to key customers, tracking, and monitoring customer care activities
+ Gathers, documents, researches and analyzes data and information using a variety of sources
+ Supports the preparation of proposals with key customers
+ A material job duty of all positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other types of highly sensitive information and data with the highest standards of conduct and integrity.
**Minimum Qualifications**
+ Three or more years of experience in account management.
Preferred Qualifications
+ Three years of experience providing customer care or customer support services.
+ Three years of experience analyzing data, with the ability to accurately analyze information and make sound decisions.
+ Energy industry experience: preferably in the areas of project management, operational policies, procedures, and practices.
+ Experience in SCE's Billing.
+ Experience using SAP or similar enterprise software.
+ Experience in a fast-paced customer service-oriented environment.
+ Experience in creating and editing reports.
+ Experience in the utility industry or other regulated industries.
+ Strong oral and written communication skills; be customer-centric to understand and appropriately respond to internal and external client's business needs, and interface effectively and/or collaborate with others.
+ Ability to take initiative and accountability for accuracy of information and for achieving results.
+ Ability to effectively multitask and meet set service levels.
Additional Information
+ This position's work mode is hybrid. The employee will report to an SCE facility for a set number of days with the option to work remotely on the remaining days? Unless otherwise noted, employees are required to work and reside in the state of California? Further details of this work mode will be discussed at the interview stage. The work mode can be changed based on business needs
+ Visit our Candidate Resource ( page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more!
+ Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
+ The primary work location for this position is Irwindale. However, the successful candidate may also be asked to work for an extended amount of time in the field.
+ Relocation does not apply to this position.
About Southern California Edison
The people at SCE don't just keep the lights on. Our mission is so much bigger. We're fueling the kind of innovation that's changing an entire industry, and quite possibly the planet. Join us and create a future with cleaner energy, while providing our customers with the safety and reliability they demand. At SCE, you'll have a chance to grow personally and professionally, making a real impact in Southern California and around the world.
Southern California Edison is a proud Equal Opportunity Employer, including disability and protected veteran status.
We are committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations at ( .
Specialist, Central Support Account Management

Posted 1 day ago
Job Viewed
Job Description
Become a Specialist, Central Support Account Management at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll support Account Management in the Customer Solutions Division, who are responsible for serving assigned Business Customer accounts. The position assists Account Managers and Customers resolve a broad range of customer care issues that include Billing, Credit, data in SAP, Electric Transportation and special project work in support of account management activities and SCE's strategic goals.
As a Specialist, Central Support Account Management your work will help power our planet, reduce carbon emissions, and create cleaner air for everyone. Are you ready to take on the challenge to help us build the future?
**Responsibilities**
+ Acts as one of point of contact for resolving customer issues, monitor customer claims, and facilitate customer negotiations
+ Contributes to the development of sales strategies by providing the customer's current business and long-term plans
+ Assists in building and maintaining strong relationships between the company and many of its largest industrial, governmental, and commercial customers
+ Provides service excellence by interfacing directly with Customers and internal resources to handle customer inquiries and routine issues on a regular basis
+ Identifies and resolves customer issues, often without an established precedent, typically having a potential for minor impact to the company
+ Supports the creation and maintenance of records, logs, documents, and files for use in communications to key customers, tracking, and monitoring customer care activities
+ Gathers, documents, researches and analyzes data and information using a variety of sources
+ Supports the preparation of proposals with key customers
+ A material job duty of all positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other types of highly sensitive information and data with the highest standards of conduct and integrity.
**Minimum Qualifications**
+ Three or more years of experience in account management.
Preferred Qualifications
+ Three years of experience providing customer care or customer support services.
+ Three years of experience analyzing data, with the ability to accurately analyze information and make sound decisions.
+ Energy industry experience: preferably in the areas of project management, operational policies, procedures, and practices.
+ Experience in SCE's Billing.
+ Experience using SAP or similar enterprise software.
+ Experience in a fast-paced customer service-oriented environment.
+ Experience in creating and editing reports.
+ Experience in the utility industry or other regulated industries.
+ Strong oral and written communication skills; be customer-centric to understand and appropriately respond to internal and external client's business needs, and interface effectively and/or collaborate with others.
+ Ability to take initiative and accountability for accuracy of information and for achieving results.
+ Ability to effectively multitask and meet set service levels.
Additional Information
+ This position's work mode is hybrid. The employee will report to an SCE facility for a set number of days with the option to work remotely on the remaining days? Unless otherwise noted, employees are required to work and reside in the state of California? Further details of this work mode will be discussed at the interview stage. The work mode can be changed based on business needs.
+ Visit our Candidate Resource ( page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more!
+ Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
+ The primary work location for this position is Irwindale. However, the successful candidate may also be asked to work for an extended amount of time in the field.
+ Relocation does not apply to this position.
About Southern California Edison
The people at SCE don't just keep the lights on. Our mission is so much bigger. We're fueling the kind of innovation that's changing an entire industry, and quite possibly the planet. Join us and create a future with cleaner energy, while providing our customers with the safety and reliability they demand. At SCE, you'll have a chance to grow personally and professionally, making a real impact in Southern California and around the world.
Southern California Edison is a proud Equal Opportunity Employer, including disability and protected veteran status.
We are committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations at ( .
Specialist, Central Support Account Management

Posted 1 day ago
Job Viewed
Job Description
Become a Specialist, Central Support Account Management at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll support Account Management in the Customer Solutions Division, who are responsible for serving assigned Business Customer accounts. The position assists Account Managers and Customers resolve a broad range of customer care issues that include Billing, Credit, data in SAP, Electric Transportation and special project work in support of account management activities and SCE's strategic goals.
As a Specialist, Central Support Account Management your work will help power our planet, reduce carbon emissions, and create cleaner air for everyone. Are you ready to take on the challenge to help us build the future?
**Responsibilities**
+ Acts as one of point of contact for resolving customer issues, monitor customer claims, and facilitate customer negotiations
+ Contributes to the development of sales strategies by providing the customer's current business and long-term plans
+ Assists in building and maintaining strong relationships between the company and many of its largest industrial, governmental, and commercial customers
+ Provides service excellence by interfacing directly with Customers and internal resources to handle customer inquiries and routine issues on a regular basis
+ Identifies and resolves customer issues, often without an established precedent, typically having a potential for minor impact to the company
+ Supports the creation and maintenance of records, logs, documents, and files for use in communications to key customers, tracking, and monitoring customer care activities
+ Gathers, documents, researches and analyzes data and information using a variety of sources
+ Supports the preparation of proposals with key customers
+ A material job duty of all positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other types of highly sensitive information and data with the highest standards of conduct and integrity.
**Minimum Qualifications**
+ Three or more years of experience in account management.
Preferred Qualifications
+ Three years of experience providing customer care or customer support services.
+ Three years of experience analyzing data, with the ability to accurately analyze information and make sound decisions.
+ Energy industry experience: preferably in the areas of project management, operational policies, procedures, and practices.
+ Experience in SCE's Billing.
+ Experience using SAP or similar enterprise software.
+ Experience in a fast-paced customer service-oriented environment.
+ Experience in creating and editing reports.
+ Experience in the utility industry or other regulated industries.
+ Strong oral and written communication skills; be customer-centric to understand and appropriately respond to internal and external client's business needs, and interface effectively and/or collaborate with others.
+ Ability to take initiative and accountability for accuracy of information and for achieving results.
+ Ability to effectively multitask and meet set service levels.
Additional Information
+ This position's work mode is hybrid. The employee will report to an SCE facility for a set number of days with the option to work remotely on the remaining days? Unless otherwise noted, employees are required to work and reside in the state of California? Further details of this work mode will be discussed at the interview stage. The work mode can be changed based on business needs.
+ Visit our Candidate Resource ( page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more!
+ Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
+ The primary work location for this position is Irwindale. However, the successful candidate may also be asked to work for an extended amount of time in the field.
+ Relocation does not apply to this position.
About Southern California Edison
The people at SCE don't just keep the lights on. Our mission is so much bigger. We're fueling the kind of innovation that's changing an entire industry, and quite possibly the planet. Join us and create a future with cleaner energy, while providing our customers with the safety and reliability they demand. At SCE, you'll have a chance to grow personally and professionally, making a real impact in Southern California and around the world.
Southern California Edison is a proud Equal Opportunity Employer, including disability and protected veteran status.
We are committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations at ( .
Senior Manager, Sales & Account Management

Posted 1 day ago
Job Viewed
Job Description
Job Summary:
Leads the design and implementation of highly complex sales and account plans including new products, benefits offerings, or pricing models. Orchestrates local and regional enrollment meetings to win and retain customers. Leads team members to pursue sales opportunities in new or growing markets. Applies advanced knowledge to build and leverage relationships with brokers, channels, and customers to demonstrate value and build commitment. Leads the delivery of plan design, quote, and Request for Proposal (RFP). Monitors account performance to identify and mitigate potential issues. Leads across teams to address customer needs in alignment with KP vision and values. Leads efforts to address service failure trends, and develops strategies to better serve customers and fulfill KP mission. Leads teams to execute on cross-sell and up-sell opportunities with existing customers.
Essential Responsibilities:
+ Creates and advocates for developmental opportunities for others; builds collaborative, cross-functional relationships. Solicits and acts on performance feedback; works with leaders and employees to set goals and provide open feedback and coaching to drive performance improvement. Pursues professional growth; hires, trains, and develops talent for growth opportunities; strategically evaluates talent for succession planning; sets performance management guidelines and expectations across teams / units. Oversees implementation, adapts, and stays up to date with organizational change, challenges, feedback, best practices, processes, and industry trends; shares best practices within and across teams. Fosters open dialogue amongst team members, engages, motivates, and promotes collaboration within and across teams; motivates teams to meet business objectives. Delegates tasks and decisions as appropriate; provides appropriate support, guidance and scope; encourages development and consideration of options in decision making; fosters access to stakeholders.
+ Manages designated units or teams by translating business plans into tactical action items; oversees the completion of work assignments and identifies opportunities for improvement; ensures all policies and procedures are followed; partners with key stakeholders and business leaders to ensure products and/or services meet requirements and expectations while aligning with departmental strategies. Aligns team efforts; builds accountability for and measuring progress in achieving results; assumes responsibility for decision making; fosters direct reports to resolve escalated issues as appropriate. Communicates goals and objectives; incorporates resources, costs, and forecasts into team and unit plans; ensures matrixed resources are fulfilling service or performance requirements across reporting lines. Removes obstacles that impact performance; identifies and addresses improvement opportunities; guides performance and develops contingency plans accordingly; influences teams and units to operate in alignment with operational and business objectives.
+ Contributes to a positive customer experience by: leading the team to develop highly complex strategies for increasing sales channels and building customer commitment for long-term success and growth; leading the team to apply highly complex strategies to meet customer needs, and provide solutions linking KP mission, vision and values, key quality measures, key care management initiatives, and long-term services initiatives; leading the team to respond to, encourage, and educate customers, brokers, and consultants about added services and product enhancements in highly complex situations; and leading the team to utilize reports of failure service failure trends or process improvement opportunities to develop highly complex strategies to better meet customer needs in the long-term.
+ Facilitates the enrollment and implementation process by: leading the team to win new and retain current customers at local and regional enrollment meetings; leading the team to apply highly complex, long-term strategies for assessing and meeting customer needs during the membership enrollment and implementation process; and managing teams across functions and/or organizations in the overall implementation or renewal process of health plan membership, including research, presentation, preparation, reporting and training coordination.
+ Contributes to the development of sales strategy by: leading the development of long-term plans for new products, benefits offerings, or pricing models to address customer needs; leading the analysis of industry trends, and competitor products, offerings, and pricing models to provide lessons learned and strategic recommendations across functions and/or organizations; leading the team to refine and execute a account plan to meet highly challenging business objectives for membership, revenue and margin; leading the team to utilize performance trends to develop advanced account strategy and identify and resolve potential issues; and working with leadership to obtain marketing and technical resources to achieve account plan objectives.
+ Contributes to sales goal attainment by: leading the team to develop and implement highly complex long-term strategies to grow customer base to new or growing markets; leading the team to develop and adopt innovative applications of the prospect database and targeted prospect profiles to drive strategic planning; leading across teams and/or functions to collaborate on and deliver product and plan design, quote, and Request for Proposal (RFP); leading the team to provide highly complex formal recommendations to inform long-term forecasting and pricing; and leading the team to apply highly complex strategies to increase cross-sell and up-sell opportunities.
Minimum Qualifications:
+ Minimum five (5) years of experience in group health care benefits sales, account management, and/or implementation, or a directly related field.
+ Minimum five (5) years of experience in a leadership role with or without direct reports.
+ Bachelors degree in Marketing, Finance, Business Administration, or related degree AND seven (7) years of experience in marketing, business development, managing business-to-business relationships, or directly related field OR minimum ten (10) years of experience in marketing, business development, managing business-to-business relationships, or a directly related field.
+ Accident and Health Insurance License (California) within 3 months of hire
Additional Requirements:
+ Knowledge, Skills, and Abilities (KSAs): Negotiation; Business Planning; Business Process Improvement; Compliance Management; Health Care Policy; Creativity; Benefits/Services; Benefits/Services Presentations; Interpersonal Skills; Brand Strategy; Commercial Marketing; Market Research; Marketing; Product Performance; Business Development; Clinical Selling Expertise; Product Strategy; Sales Operations; Sales Performance Data; Sales/ Partnership Strategy and Techniques; Goal Setting; Member Service; Event Planning; Data Entry; Sales Opportunity Orchestration
COMPANY: KAISER
TITLE: Senior Manager, Sales & Account Management
LOCATION: Pasadena, California
REQNUMBER: 1367377
External hires must pass a background check/drug screen. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with Federal, state and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran, or disability status.
Sales & Account Management Specialist II, Engagement

Posted 1 day ago
Job Viewed
Job Description
In addition to the responsibilities listed above, this position is also responsible for implementing standard and non-standard protocols to participate in programs/activities to promote growth and retention for book of business; coordinating open enrollment events with limited guidance; and utilizing working knowledge to educate end-user on offerings to increase wellness.
Essential Responsibilities:
+ Pursues effective relationships with others by sharing resources, information, and knowledge with coworkers and members. Listens to, addresses, and seeks performance feedback. Pursues self-development; acknowledges strengths and weaknesses based on career goals and takes appropriate development action to leverage / improve them. Adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work. Assesses and responds to the needs of others to support a business outcome.
+ Completes work assignments by applying up-to-date knowledge in subject area to meet deadlines; follows procedures and policies, and applies data and resources to support projects or initiatives with limited guidance and/or sponsorship. Collaborates with others to solve business problems; escalates issues or risks as appropriate; communicates progress and information. Supports the completion of priorities, deadlines, and expectations. Identifies and speaks up for ways to address improvement opportunities.
+ Contributes to a positive customer experience by: implementing standard protocols to build new and leverage existing relationships with brokers, channels and customers to demonstrate value and build commitment with limited guidance; gathering data on standard customer needs, and providing recommendations linking KP mission, vision and values, key quality measures, key care management initiatives, and current services initiatives with limited guidance; utilizing working knowledge of product, service, and ratings to respond to, encourage, and educate customers, brokers, and consultants about added services and product enhancements in standard situations; and gathering information on service failure trends or process improvement opportunities to better meet customer needs.
+ Facilitates the enrollment and implementation process by: coordinating local enrollment meetings to win new and retain current customers; implementing standard protocols to serve as an advocate for customer needs during the membership enrollment and implementation process with limited guidance; and supporting efforts within the team in the overall implementation or renewal process of health plan membership, including research, presentation, preparation, reporting and training coordination with limited guidance.
+ Contributes to sales goal attainment by: collaborating with the team to gather data on opportunities to grow customer base to new or growing markets; ensuring accuracy of the of prospect database and targeted prospect profiles to inform strategic planning; supporting the team to develop product and plan design, quote, and Request for Proposal (RFP); providing standard recommendations to inform forecasting and pricing with limited guidance; and implementing standard protocols to identify cross-sell and up-sell opportunities.
Minimum Qualifications:
+ Bachelors degree in Marketing, Business Administration, or a directly related field OR minimum three (3) years of experience in marketing, business development, managing business-to-business relationships, or a directly related field.
+ Accident and Health Insurance License (California) within 3 months of hire
Additional Requirements:
+ Knowledge, Skills, and Abilities (KSAs): Storytelling; Corporate Partnerships; Sales Opportunity Orchestration; Negotiation; Event Planning; Data Entry; Interpersonal Skills; Product Strategy; Sales Operations; Sales Performance Data; Sales/ Partnership Strategy and Techniques; Member Service
COMPANY: KAISER
TITLE: Sales & Account Management Specialist II, Engagement
LOCATION: Pasadena, California
REQNUMBER: 1367313
External hires must pass a background check/drug screen. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with Federal, state and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran, or disability status.
Sales & Account Management (Blended) Specialist II, Engagement

Posted 1 day ago
Job Viewed
Job Description
In addition to the responsibilities listed above, this position is also responsible for implementing standard and non-standard protocols to participate in programs/activities to promote growth and retention for book of business; coordinating open enrollment events with limited guidance; and utilizing working knowledge to educate end-user on offerings to increase wellness.
Essential Responsibilities:
+ Pursues effective relationships with others by sharing resources, information, and knowledge with coworkers and members. Listens to, addresses, and seeks performance feedback. Pursues self-development; acknowledges strengths and weaknesses based on career goals and takes appropriate development action to leverage / improve them. Adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work. Assesses and responds to the needs of others to support a business outcome.
+ Completes work assignments by applying up-to-date knowledge in subject area to meet deadlines; follows procedures and policies, and applies data and resources to support projects or initiatives with limited guidance and/or sponsorship. Collaborates with others to solve business problems; escalates issues or risks as appropriate; communicates progress and information. Supports the completion of priorities, deadlines, and expectations. Identifies and speaks up for ways to address improvement opportunities.
+ Contributes to a positive customer experience by: implementing standard protocols to build new and leverage existing relationships with brokers, channels and customers to demonstrate value and build commitment with limited guidance; gathering data on standard customer needs, and providing recommendations linking KP mission, vision and values, key quality measures, key care management initiatives, and current services initiatives with limited guidance; utilizing working knowledge of product, service, and ratings to respond to, encourage, and educate customers, brokers, and consultants about added services and product enhancements in standard situations; and gathering information on service failure trends or process improvement opportunities to better meet customer needs.
+ Facilitates the enrollment and implementation process by: coordinating local enrollment meetings to win new and retain current customers; implementing standard protocols to serve as an advocate for customer needs during the membership enrollment and implementation process with limited guidance; and supporting efforts within the team in the overall implementation or renewal process of health plan membership, including research, presentation, preparation, reporting and training coordination with limited guidance.
+ Contributes to sales goal attainment by: collaborating with the team to gather data on opportunities to grow customer base to new or growing markets; ensuring accuracy of the of prospect database and targeted prospect profiles to inform strategic planning; supporting the team to develop product and plan design, quote, and Request for Proposal (RFP); providing standard recommendations to inform forecasting and pricing with limited guidance; and implementing standard protocols to identify cross-sell and up-sell opportunities.
Minimum Qualifications:
+ Bachelors degree in Marketing, Business Administration, or a directly related field OR minimum three (3) years of experience in marketing, business development, managing business-to-business relationships, or a directly related field.
+ Accident and Health Insurance License (California) within 3 months of hire
Additional Requirements:
+ Knowledge, Skills, and Abilities (KSAs): Storytelling; Corporate Partnerships; Sales Opportunity Orchestration; Negotiation; Event Planning; Data Entry; Interpersonal Skills; Product Strategy; Sales Operations; Sales Performance Data; Sales/ Partnership Strategy and Techniques; Member Service
COMPANY: KAISER
TITLE: Sales & Account Management (Blended) Specialist II, Engagement
LOCATION: Pasadena, California
REQNUMBER: 1366168
External hires must pass a background check/drug screen. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with Federal, state and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran, or disability status.
Account Executive Officer/Sr. Underwriter - Management Liability

Posted 1 day ago
Job Viewed
Job Description
Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Underwriting
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$106,300.00 - $175,400.00
**Target Openings**
1
**What Is the Opportunity?**
Bond & Specialty Insurance provides management and professional liability insurance, as well as surety bonds to businesses and non-profit organizations of all sizes. As an underwriter, you will have a dynamic role that blends evaluating and analyzing financial and business risk, building relationships, and selling and negotiating with clients, agents, and brokers.
This role is part of the Private & Non-Profit Liability team which provides financial protection private and non-profit companies. Team members work in a fast-paced environment that analyzes complex data related to financial performance, industry and economic exposures, and risk management practices Coverages range from Directors and Officers Liability, Employment Practices Liability, Fiduciary Liability, CyberRisk, Kidnap and Ransom, Crime, and Identity Fraud Expense Reimbursement.
The Account Executive Officer (AEO) will partner with agents and brokers to provide insurance or surety solutions to customers. An AEO will analyze and evaluate risk to achieve business goals within an assigned book of business. This role is seen as a technical resource.
As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally and negotiate terms to drive results. Your ability to independently assess complex risk, negotiate terms, and sell our products in challenging markets will contribute to the profitability and success of Travelers.
**What Will You Do?**
+ Manage the profitability, growth, and retention of an assigned book of business primarily comprised of moderately to highly complex accounts.
+ Underwrite and skillfully negotiate complex customer accounts to minimize risk and maximize profitability.
+ Execute business unit underwriting strategies across your book of business to achieve profit and growth objectives.
+ Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to identify cross-selling opportunities.
+ Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.
+ Identify and capture new business opportunities using consultative marketing and sales skills.
+ Develop and execute individual agency sales plans that align with region/group sales plans to drive team success.
+ Train and mentor less experienced underwriters.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Bachelor's degree.
+ Five to eight years of applicable underwriting experience.
+ Deep knowledge of products, working knowledge of the regulatory environment, and of local insurance and surety markets.
+ Strong critical thinking skills with the ability to underwrite, market products, identify financial challenges, and analyze available information to make decisions in alignment with our risk appetite.
+ Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers.
+ Experience coaching and mentoring others.
**What is a Must Have?**
+ Four years of underwriting, product knowledge, financial analysis, or risk assessment experience.
**What Is in It for You?**
+ **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email ( ) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit .
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Business Development Specialist
Posted today
Job Viewed
Job Description
In this position, the right candidate will be responsible for the business development and sales pipeline generation activities for RR Franchising, Inc. dba Vanguard Cleaning Systems of Northern and Southern CA based out of our office in Buena Park, CA. This position will also be supporting the outside sales staff in achieving the company's overall revenue targets and objectives.
As Business Development Specialist, you will be responsible for the research, identification, pursuit and generation of high quality leads and prospects to boost the sales pipeline.
You responsibilities would be:
- Daily interaction and weekly meetings with Sales/Brand Services to target key areas and or areas where new business is needed for franchisees.
- Prepare marketing materials for Sales/Brand Services based on the coming weeks business development activities.
- Perform research in key areas within our existing database to discover potential target leads using all available tools. This research includes building a 360 degree view of the area including key clients, key franchisees, and target leads to ensure we fully understand the context for each lead and our pursuit plan.
- Curate leads to confirm specific details about the company and facility. This will include phone calls to target leads to verify information and gives us a green light to pursue.
- Identify a minimum of 10 high quality target leads per week.
- Queue and or schedule "drop ins" for your Sales/Brand Services during your weekly meetings.
- Assist with the company's presence on social media
- Make 20+ follow up or prospect calls per day with the goal of setting appointments or affirming current data.
- Use Constant Contact's email campaign to market to our database of current, former and future customers.
- Participate in Chamber of Commerce events, lead sharing organizations, and community events to promote the Vanguard Brand.
- Assist the Regional Director and President of the company to achieve company goals.
Salary, Commissions, Bonus and Benefits.
Full Time OR Part Time Applicants Considered
Business Development Executive
Posted today
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Job Description
Viamericas is a #1 ranked and licensed money transmitter offering international money transfer, bill payment, check processing and a variety of other services at thousands of agent locations across the United States, and 287,885 locations in 95 countries. At Viamericas, our ultimate objective is to help immigrants succeed and improve their lives by providing the highest quality financial services. We are always seeking TOP TALENT - experienced individuals who embrace our core values of respect, innovation, integrity and impact.Viamericas is currently seeking a Business Development Executive/Outside Sales Representative to cover the assigned territory in California. The Business Development Executive is responsible for maximizing revenue for the full line of Viamericas Corporation services to existing and new agents within an assigned territory. The primary responsibilities include recruiting targeted agents, maximizing same store sales, controlling agent attrition and improving service quality provided by agents to consumers. Provides personalized service to agents by being in constant communication with them, in order to be able to satisfy all existing and prospective agent's needs.Duties and responsibilitiesRecruitment of new agent locations and providing service to existing agent locations within the assigned territory.Generate leads, call on prospects, evaluate business position and convert into new business signings. Identify additional selling opportunities and promote sales growth for established agent locations.Support new agent application process by inputting the prospective client in the application system and following up on the submitted application. Must consistently meet or exceed target goals and objectives.Demonstrate thorough knowledge of Viamericas Corporation's services and Products.Activate, install & provide agent training on how to use our products (systems) adequately so they can have an optimal experience while using it. Provide ongoing agent support and maintenance through agency visits.Replace all damaged equipment in order to maintain level of productionEstablish a nexus between client and Company by constantly communicating important information. Closely monitor competitors rates.Provide feedback to Company about everything that takes place with the client. This includes doubts, concerns, complaints, suggestions, and all other relevant events like changes competitors are making. Counsel agents on how products and services have the potential to satisfy their needs and those of their clients. Must work cooperatively with other Company departments including: Applications, Accounts Receivables, Compliance, Products and other Sales Representatives.Assist the Compliance department with additional training to the agents.Assist with collections from nonpaying agents within assigned territory.Must be willing to travel up to 80% of the time.Information Security Responsibilities:Read, acknowledge and comply with Viamericas Staff Information Security Policy via the Information Security training portal. This should be done within 30 days of hire and repeated annually.Attend periodic Information Security training provided by Viamericas'.Report any event that might be an Information Security Incident: clicked on a malicious link, downloaded and opened a suspicious file, etc.QualificationsBilingual - English and Spanish may be required.2-3 years experience in outside sales in the industry preferred.A self-starter, with excellent time management, organizational and interpersonal skill required.Proven negotiation, sales closing experience, and relationship management skills required.Excellent oral and written communication skills as well as demonstrate presentation abilities required.Proficiency in Microsoft Excel, Word and PowerPoint is preferred.Valid Driver's License and satisfactory driving record is mandatory.Benefits IncludeMajor medical/Dental/Vision insuranceLife and Disability insuranceVacation9 Sick Days11 Paid Holidays401k with Employer MatchParental LeaveEmployee Assistance Program>$55,000 - $60,000 a yearCompensation includes a base salary and commission incentives that align with individual and company performance. Come work for industry leaders! We are the fastest growing company in the industry, with best in class products. We offer an environment of growth and learning that will help you to grow your potential and develop as a professional.
Business Development Representative
Posted today
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Caring Transitions of Carlsbad, La Jolla and Temecula is seeking a Business Development Representative to join our team. The Business Development Representative is responsible for prospecting sales and qualifying leads for new and existing accounts. This person will act as a liaison between our marketing and sales teams. He/she will be naturally curious, results-driven, and eager to bring our services to new markets.
Responsibilities:
- Contact and build relationships - Prospect new sales leads by making personal contact with Sales and marketing Directors of Senior Retirement Communities throughout Temecula and North San Diego County. Connect with as many leads as possible to encourage the referral of our services.
- Manage current accounts Stay close to existing accounts or leads, create brand awareness and educational opportunities, and request referrals.
- Customer support Answer calls and emails from clients, identify the issue and make consultation appointments to explain our services.
Requirements:
- BS degree in Marketing or Business Administration is helpful but not required
- Hands-on experience with multiple sales techniques (including cold calls)
- Experience with CRM software and automated email campaigns
- Familiarity with MS Excel (analyzing spreadsheets and charts)
- Understanding of sales performance metrics
Compensation: $18-$20 an hour plus commission