134 Local Businesses jobs in Eastvale
Account Management Associate
Posted 2 days ago
Job Viewed
Job Description
As an Account Management Associate at Zymo Research, you will play a pivotal role in our business development department, reporting directly to the MiDOG CEO. Your role involves generating networked leads, servicing marketing leads, and boosting sales for MiDOG's cutting-edge diagnostic tool, the All-in-One Test. We seek a qualified candidate with a passion for science and healthcare combined with an entrepreneurial spirit driven by achievement. Your efforts will guarantee the delivery of top-notch results for customers passionate about infectious disease testing for all animals.
Essential Duties and Responsibilities:
- Learn, promote, and evangelize assorted microbiome-focused MiDOG products and services.
- Educate clients on the benefits of NGS-based diagnostics for their clinical cases in veterinary medicine.
- Develop a deep understanding of MiDOG's diagnostic capabilities, especially how it compares to other offerings on the market.
- Work with business intelligence, marketing, and business development teams to identify and engage prospects and take advantage of emerging opportunities.
- Engage with existing customers regularly via phone, email, and in-person.
- Develop strong relationships with clients to maintain an ongoing influx of business opportunities.
- Partner with product and services teams to understand offerings thoroughly and provide customer feedback to assist in future innovation.
- Present engaging, educational, and informative product presentations to clients if needed.
- Maintain internal databases (e.g., NetSuite, CRM 'Monday') with customer information.
- Generate, prepare, and present professional and accurate account management reports.
- Monitor industry trends and market changes.
- Perform regular check-ins with customers to gauge their satisfaction and anticipate future needs.
- Provide customer feedback to research teams to assist in future sample collection and diagnostic innovation.
- 1-2+ years of experience in Customer Service, Account Management, Technical Support, or sales preferably in veterinary/pharma or a related industry.
- Strong oral and written communication skills, with a customer-first mindset.
- A self-starter with excellent organizational and problem-solving skills.
- Proficiency in MS Office (Word, Excel, PowerPoint, Outlook).
- A Bachelor degree in Sciences is encouraged.
- An eagerness to learn and a passion for delivering exceptional customer experiences.
- Experience with NetSuite software is a plus.
About Us:
Since its inception in 1994, Zymo Research has been proudly serving the scientific community by providing innovative, reliable, and high-quality research tools and products. Whether it's DNA, RNA, epigenetics, microbiomics, protein, or yeast-based research, our philosophy remains the same: To provide the highest quality products in the industry while ensuring they are both simple to use and reliable in their performance.
Recognized as a Top Workplace by the Orange County Register in 2021, 2022, and named a Top Workplace USA in 2023, Zymo Research continues to be a vibrant community where employees thrive, feel connected, and are inspired by their work. If you are passionate about contributing to scientific advancement and want to be part of an exceptional team in a dynamic, growing company, we'd love to hear from you!
Compensation:
The estimated base compensation range for this position is $68,640 - $70,000 per annum at the time of posting. Actual compensation details will be provided in writing at the time of offer, if applicable, and is based on several factors we believe fairly and accurately impact compensation, including geographic location, experience, knowledge, skills, abilities, and other job permitted factors.
Equal Employment Opportunity Employer:
Zymo Research welcomes candidates of all backgrounds. These include sex, age, color, race, religion, marital status, national origin, ancestry, sexual orientation, gender, gender identity, gender expression, physical & mental disability, medical condition, genetic information, military and veteran status, or any other protected status as defined by federal, state, or local law.
Location:
Onsite - Bentley Cir. Tustin, CA 92780
Director of Account Management
Posted 1 day ago
Job Viewed
Job Description
Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability, vision, dental and other insurance solutions. What makes us unique is that we can surround our clients with more services and more technology-based tools and a team of advisors that simply cares more than anyone else. If you want a career giving people the reassurance that they can have access to the health care they need for themselves and their loved ones, join OneDigital.Our Newest Opportunity: Summary:The Manager of the Account Management is responsible for leading the team including: handling performance reviews and performance improvement plans, case load distribution, budgeting for future growth of the team and managing escalated service issues.Essential Duties and Responsibilities:Manage performance reviews and improvement plansManage quarterly bonuses for the teamAssign and/or re-distribute client accounts to the teamBudgeting new hires and interview/source new talent as neededServe as department manager for escalated issues with client and carriersDevelop training processes and service templatesAttend client meetings as neededQualifications, Skills and Requirements:Strong attention to detailStrong verbal and written communication skillsAbility to work independently as well as in a team environmentStrong organizational skillsPositive attitudeAbility to thrive in fast-paced environmentStrong analytical and problem solving skillsAbility to establish and maintain collaborative working relationships with others of all levelsAbility to maintain a high level of confidentialityAbility to work with clients and partners at a strategic levelServant leadership mentalityEducation, Training and Experience:5+ years insurance industry experience, required;Bachelor's degree, preferred;5 + years of Management / Leadership experience, preferred;5+ years of customer service experience, required;Experience with Microsoft Suite, required;Life and Health License; required.The typical base pay range for this role nationwide is ($ to $) per (hour/year).Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company's performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.To learn more, visit: is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, "protected characteristics"). A copy of the Federal EEO poster is linked here.Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:City and County of San FrancsicoCity of Los AngelesCounty of Los AngelesEmployment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry (or 'ban the box') laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.In short, we believe in hiring the most qualified applicant for the position, regardless of background.If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence (AI) technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.Thank you for your interest in joining the OneDigital team!
Specialist, Central Support Account Management
Posted 2 days 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 2 days 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 2 days 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 Account Manager, Management Liability
Posted today
Job Viewed
Job Description
Job Description
Who We Are
Woodruff Sawyer has been an industry leader for over 100 years. As a top insurance brokerage, our clients range from small start-ups to some of the most innovative companies in the world. Here, your unique expertise and perspective helps move companies ahead and your career forward.
We believe in supporting the whole lives and careers of our employees. That's why, through excellent benefits and opportunities, and a genuinely inclusive and collaborative environment, we create the space for you and your career to flourish.
How We WorkWe are excited to offer a hybrid workplace that we believe is a win for our people, for our business, and for our clients. Our policy has been carefully and thoughtfully designed to combine the benefits of collaborating, learning and mentoring, and bonding with our teams in-person while enjoying the flexibility of working remotely up to 3 days a week.
All roles are hybrid unless otherwise indicated on the job post. Find our office locations here.
About the Role
Senior Account Managers provide service to and manage the largest and most complex accounts. They are responsible for strategizing with Producers and Account Executives, managing a smooth insurance placement process from start to finish, staying current with the latest market changes and trends, as well as providing technical support and expertise to clients.
The ideal candidate is a great communicator, with excellent written and verbal communication skills. Clear communication is key as you will be working with and building relationships with people across diverse disciplines. In addition, the candidate must be highly organized, confident, energetic and detail oriented.
What You'll Do
- Develop and cultivate long-term strategic relationships with a portfolio of clients
- Support relationship management efforts of Account Executives and Client Relationship Directors
- Analyze carrier quotes and coverage offerings and negotiate terms with carriers to provide the best recommendations to clients
- Field daily client questions and delegate administrative tasks to assigned Account Coordinators and Representatives
- Complete all account management and renewal tasks
- Develop specifications, securing underwriting information, analyzing existing coverages and making coverage comparisons
- Deliver client service in the absence of an Account Executive
- Support execution of client account strategy
This job is for you if…
- You have a diligent understanding of business insight and development
- You have a motivating, inspiring, and positive demeanor towards achieving goals
- You love establishing relationships. Even your toughest client/coworker interactions are handled with tact and professionalism
- You're a forward-thinking learner with excellent judgment. You know when to problem solve on your own and when to raise to management
- You're phenomenal with task management and prioritization
- You are a great teammate. You're willing to provide backup when others need your help and give to a positive and respectful work environment.
- You are confident in your communication. You can purposefully exchange ideas and thoughts, as well as optimally resolve conflict.
Experience & Qualifications
- 7+ years of related insurance brokerage experience
- Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
- College degree preferred, high school diploma or equivalent required
- Exceptional communication skills, both verbal and written
- Broker's license required to be obtained during onboarding period
- Required to obtain the applicable insurance license(s) within 90 days of date of hire
- Valid Driver's license and reliable transportation required
- Previous supervisory, training and/or formal mentoring experience desirable
Don't meet every single preferred qualification? Studies have shown that underrepresented populations are less likely to apply to jobs unless they meet all qualifications. At Woodruff Sawyer we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles.
More About Us
Compensation: Anticipated salary between $86,250 – $143,750. Salary offered will be dependent upon geography, experience, and expertise of the candidate.
This position is eligible to participate in an incentive program to earn additional compensation with a target equivalent to 8% of salary annually, based on individual and Company performance.
#LI-REMOTE or #LI-HYBRID
Our Benefits Include
- Medical, Dental, and Vision coverage
- 401k Retirement Plan with company match
- Paid vacation, holidays, and sick days
- Life Insurance, Short-term, and Long-Term Disability benefits
- Flexible Spending Account (FSA)
- Wellness programs and workplace flexibility benefits
- Professional development and reimbursement programs
- Added perks like discounted event tickets, pet insurance, financial coaching, identity theft protection, milk stork, etc.
Compensation and Benefits are what Woodruff Sawyer in good faith believes are accurate for this role at the time of this posting.
Woodruff Sawyer is an Equal Opportunity Employer.
Our Equal Employment Policy incorporates our commitment to maintain an environment free of discrimination and to comply with all federal, state and local laws providing equal employment opportunities.
We will ensure 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 accommodation.
Senior Account Manager, Management Liability Irvine, CA
Posted 11 days ago
Job Viewed
Job Description
Senior Account Manager, Management Liability Irvine, CA Who We Are Woodruff Sawyer has been an industry leader for over 100 years. As a top insurance brokerage, our clients range from small start-ups to some of the most innovative companies in the world. Here, your unique expertise and perspective helps move companies ahead and your career forward. We believe in supporting the whole lives and careers of our employees. That’s why, through excellent benefits and opportunities, and a genuinely inclusive and collaborative environment, we create the space for you and your career to flourish. As an employee-owned company, we build toward the next decade, not just the next quarter. Our independence means you answer to great ideas and client success, not short-term profits, while our ESOP program allows you to build long-term wealth and ownership in the company. At Woodruff Sawyer, you own your future . How We Work We are excited to offer a hybrid workplace that we believe is a win for our people, for our business, and for our clients. Our policy has been carefully and thoughtfully designed to combine the benefits of collaborating, learning and mentoring, and bonding with our teams in-person while enjoying the flexibility of working remotely up to 3 days a week. All roles are hybrid unless otherwise indicated on the job post. Find our office locations here. About the Role Senior Account Managers provide service to and manage the largest and most complex accounts. They are responsible for strategizing with Producers and Account Executives, managing a smooth insurance placement process from start to finish, staying current with the latest market changes and trends, as well as providing technical support and expertise to clients. The ideal candidate is a great communicator, with excellent written and verbal communication skills. Clear communication is key as you will be working with and building relationships with people across diverse disciplines. In addition, the candidate must be highly organized, confident, energetic and detail oriented. What You’ll Do Develop and cultivate long-term strategic relationships with a portfolio of clients Support relationship management efforts of Account Executives and Client Relationship Directors Analyze carrier quotes and coverage offerings and negotiate terms with carriers to provide the best recommendations to clients Field daily client questions and delegate administrative tasks to assigned Account Coordinators and Representatives Complete all account management and renewal tasks Develop specifications, securing underwriting information, analyzing existing coverages and making coverage comparisons Deliver client service in the absence of an Account Executive Support execution of client account strategy This job is for you if… You have a diligent understanding of business insight and development You have a motivating, inspiring, and positive demeanor towards achieving goals You love establishing relationships. Even your toughest client/coworker interactions are handled with tact and professionalism You’re a forward-thinking learner with excellent judgment. You know when to problem solve on your own and when to raise to management You’re phenomenal with task management and prioritization You are a great teammate. You’re willing to provide backup when others need your help and give to a positive and respectful work environment. You are confident in your communication. You can purposefully exchange ideas and thoughts, as well as optimally resolve conflict. Experience & Qualifications 7+ years of related insurance brokerage experience Proficient with Microsoft Excel, Word, PowerPoint, and Outlook College degree preferred, high school diploma or equivalent required Exceptional communication skills, both verbal and written Broker’s license required to be obtained during onboarding period Required to obtain the applicable insurance license(s) within 90 days of date of hire Valid Driver’s license and reliable transportation required Previous supervisory, training and/or formal mentoring experience desirable More About Us Compensation: Anticipated salary between $86,250 – $143,750. Salary offered will be dependent upon geography, experience, and expertise of the candidate. This position is eligible to participate in an incentive program to earn additional compensation with a target equivalent to 8% of salary annually, based on individual and Company performance. Our Benefits Include Medical, Dental, and Vision coverage 401k Retirement Plan with company match Ownership in the company through our ESOP (Employee Stock Ownership Program) and profit sharing Paid vacation, holidays, and sick days Life Insurance, Short-term, and Long-Term Disability benefits Flexible Spending Account (FSA) Wellness programs and workplace flexibility benefits Professional development and reimbursement programs Added perks like discounted event tickets, pet insurance, financial coaching, identity theft protection, milk stork, etc. Woodruff Sawyer is an Equal Opportunity Employer. Our Equal Employment Policy incorporates our commitment to maintain an environment free of discrimination and to comply with all federal, state and local laws providing equal employment opportunities. We will ensure 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 accommodation. Apply for this job #J-18808-Ljbffr
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Account Executive Officer/Sr. Underwriter - Management Liability
Posted 2 days 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 .
Business Development Representative
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Do you have the drive to explore new markets and build lasting relationships? Join our team as a Business Development Representative and take your career to the next level!Our team has achieved unprecedented growth this year, and as a result, we're expanding our operations to tackle new opportunities. We have an exciting entry-level opportunity for a Business Development Representative who is eager to elevate our team to the next level. Our goal is simple: maximize sales profits for our clients and create unforgettable customer experiences along the way. We proudly represent clients spanning a variety of industries including technology, home improvement, and renewable energy. These clients rely on our ambitious Business Development Representative team to drive customer acquisition while creating lasting brand visibility.Our Business Development Representatives are the cornerstone of our success. To put it simply, our Business Development Representatives are the face of both our company and our clients' brands. That's why we're looking for outgoing, self-motivated individuals who are eager to contribute to our company's growth. Candidates with a background in sports or leadership are encouraged to apply! Daily Responsibilities of the Business Development Representative:Build and maintain relationships with customers by directly engaging with them in person, effectively communicating product features and benefits, addressing inquiries, and providing exceptional sales-focused serviceOvercome customer objections effectively and professionally while negotiating and finalizing sales contractsFollow up with current, past, and prospective customers to collect valuable feedback and optimize our sales processes for enhanced efficiency and effectivenessConduct market research to gain insights into new territories, driving expansion efforts and enhancing our operationsHandle confidential customer information and contracts with the utmost discretion and integrityAct as a key point of contact and a role model for new-level Business Development Representatives, providing guidance and supportDeliver information confidently and clearly to customers, clients, and teammates Preferred Skills and Qualifications of the Business Development Representative:Prior experience in sales, customer service, retail or a related field is highly preferredComfortable engaging directly with customers and presenting informationBasic understanding of sales techniques, market trends, and promotional strategies is ideal but not requiredAbility to adapt to changing market conditions and customer needsAbility to handle rejection professionally and stay motivatedExcellent problem-solving skills and a solution-oriented mindsetStrong persuasion and negotiation skillsHigh School diploma or GED is required#LI-Onsite
Business Development Analyst
Posted today
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Job Description
Founded in 1997, Think Together partners with schools to change the odds for kids by providing award-winning programs during and outside the school day. We’re one of California’s largest nonprofits working in school districts from San Diego to San Francisco. Whether you’re interested in early learning, elementary, middle or high school, you can invest in your community by working at a local school or working within our home office providing support! JOB SUMMARY The Business Development Analyst plays a critical role in supporting Think Together’s strategic growth through market research, competitive analysis, and data-informed insights. This position is responsible for tracking market trends, analyzing revenue data, and supporting the development of pricing and proposal strategies that align with organizational goals. Working under the direction of the Director of Market Solutions, the Business Development Analyst leads a team of fiscal analysts to assess market expansion potential, optimize partner engagement strategies, and generate accurate revenue forecasts. The Business Development Analyst is also responsible for managing the proposal development process, ensuring that pricing and solution design reflect current market conditions and partner needs. Through high-quality analysis, strong collaboration, and a proactive approach to problem-solving, the Business Development Analyst will contribute directly to Think Together’s continued growth, innovation, and market leadership. ESSENTIAL DUTIES AND RESPONSIBILITIES Market & Competitive Analysis Conduct ongoing research to assess industry trends, competitor strategies, and shifts in the education market. Benchmark competitor pricing, services, and geographic presence to inform strategic positioning. Identify risks and opportunities in the market and provide recommendations to leadership on market entry, retention, and diversification. Develop reporting tools and dashboards to communicate market insights clearly and consistently. Strategic Decision Support & Forecasting Lead the development of revenue forecasts and partner acquisition/retention models using internal data and external market conditions. Track organizational OKRs and adjust projections to reflect evolving priorities and market shifts. Identify high-potential growth areas and support prioritization of new opportunities. Translate data insights into clear, actionable recommendations for executives and department leads. Proposal Management & Pricing Strategy Manage the proposal development process, ensuring alignment between partner needs, market intelligence, and organizational objectives. Collaborate with cross-functional teams to tailor pricing models and proposal content to maximize value and competitiveness. Analyze proposal win/loss rates and refine strategies to improve outcomes and partner satisfaction. Recommend tiered pricing models and scalable solutions based on partner profiles and program complexity. Internal Collaboration & Reporting Support the Director of Market Solutions in strategic planning and stakeholder reporting. Present findings and recommendations to senior leadership in a clear and compelling format. Ensure continuous alignment between business development goals and Think Together’s five-year impact plan. Mentor and guide fiscal analysts in research methods, modeling, and market analysis best practices. QUALIFICATIONS AND REQUIREMENTS Bachelor’s degree in business, Economics, Public Policy, Education, or a related field; master’s degree preferred 3+ years of experience in business analysis, strategic planning, or market research (preferably in education or nonprofit sectors) Proven experience in pricing strategy, competitive benchmarking, and proposal development Strong analytical skills with expertise in Excel, Power BI, Tableau, or similar platforms Demonstrated ability to translate complex data into strategic insights and presentations for senior leaders Experience managing cross-functional collaboration and balancing multiple deadlines Excellent written and verbal communication skills High attention to detail, accountability, and follow-through Familiarity with the California education market and state funding structures (e.g., ELOP, ASES) is a plus COMPUTER SKILLS Intermediate level experience with Microsoft Word, Excel, PowerPoint, Outlook, OneNote and Adobe File Management (One Drive, Box, Dropbox, etc.) Project Management tools (Asana, Microsoft Planner, etc.) Email, Internet, website, and social media platforms. Use of typical office equipment COMPENSATION Salary Range $75,000-$80,000 This is the targeted compensation for the position. A range of factors, including but not limited to; location, skills, experience, will be considered. Actual compensation may vary. Think Together is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, national origin, ancestry, sex, gender, gender identity, gender expression, pregnancy, childbirth or related medical conditions, religious creed, physical disability, mental disability, age for individuals age 40 and over, medical condition (as defined by state law (for example, cancer or genetic characteristics or HIV/AIDS), marital status, military and veteran status, sexual orientation, genetic information, citizenship status or any other characteristic protected by federal, state or local law. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. #J-18808-Ljbffr