100 Local Businesses jobs in Monrovia
Account Management Associate II
Posted 1 day ago
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Job Summary:Supports account strategy including data collection and assisting with team communications with customer, consultants, brokers, and/or channel partners. Addresses basic customer questions and concerns. Develops knowledge of account activities, including plan execution, systems and administration, negotiations, presentations, rate, and product/benefits. Supports KP sales and retention goals by making progress on key performance indicators (KPIs) and maintaining the customer relationship management (CRM) platform.Essential Responsibilities:Works with others within work team to obtain and share basic information. Listens and addresses performance feedback; provides feedback to team members. Learns new relevant knowledge and skills; acknowledges strengths and weaknesses based on career goals and takes action to leverage / improve them. Adapts to change, challenges, and feedback with moderate guidance. Responds to the needs of others to support completion of routine work tasks.Follows detailed, daily instructions to complete routine tasks with moderate supervision. Collaborates with others within ones team to address routine and some non-routine task issues; communicates status and escalates more complex issues. Adheres to established priorities, deadlines, and expectations. Identifies and speaks up for improvement opportunities within ones team.Supports a positive customer experience and market turnaround expectations by: building and maintaining administrative relationships with customers, consultants, brokers, and/or channels by working with cross-team peers to provide and obtain basic information to support contract, benefit/service, and renewal activities; following broad guidance to address and resolve routine and some non-routine customer, consultant, broker, and/or channel partner questions and concerns; completing standard assigned tasks with a moderate degree of supervision to support Request for Renewal (RFR) responses and engagement strategies; partnering with engagement team/specialist to coordinate engagement programs (e.g., open enrollment) with a moderate degree of supervision; and providing accurate information including basic knowledge of products, benefits/services offerings, and pricing models when assisting customers, consultants, brokers, and/or channels. Minimum Qualifications: High School Diploma or GED, or equivalent AND minimum one two (2) years of experience working in a corporate or business office environment OR minimum three (3) years of experience working in a corporate or business office environment.Accident and Health Insurance License (California) within 3 months of hire Additional Requirements:Knowledge, Skills, and Abilities (KSAs): N/A Preferred Qualifications:Bachelor's degree in Marketing, Finance, Business Administration, or a directly related field.Health Insurance License in state(s) where applicable. Primary Location: California,Downey,Downey Boeing - Independence Park Scheduled Weekly Hours: 40 Shift: Day Workdays: Mon, Tue, Wed, Thu, Fri Working Hours Start: 08:00 AM Working Hours End: 05:00 PM Job Schedule: Full-time Job Type: Standard Worker Location: Remote Employee Status: Regular Employee Group/Union Affiliation: NUE-PO-01|NUE|Non Union Employee Job Level: Individual Contributor Department: Tri-Central Admin Offices - Grp Reltn-Area Account Mgmt - 7016 Pay Range: $30.14 - $38.97 / hour Kaiser Permanente is committed to pay equity and transparency. The posted pay range is based on possible base salaries for the role and does not include the value of our total rewards package. Actual pay determined at offer will be based on years of relevant work experience, education, certifications, skills and geographic location along with a review of current employees in similar roles to ensure that pay equity is achieved and maintained across Kaiser Permanente. Travel: Yes, 10 % of the Time Kaiser Permanente is an equal opportunity employer committed to fair, respectful, and inclusive workplaces. Applicants will be considered for employment without regard to race, religion, sex, age, national origin, disability, veteran status, or any other protected characteristic or status.
Account Management Associate II
Posted today
Job Viewed
Job Description
Supports account strategy including data collection and assisting with team communications with customer, consultants, brokers, and/or channel partners. Addresses basic customer questions and concerns. Develops knowledge of account activities, including plan execution, systems and administration, negotiations, presentations, rate, and product/benefits. Supports KP sales and retention goals by making progress on key performance indicators (KPIs) and maintaining the customer relationship management (CRM) platform.
Essential Responsibilities:
+ Works with others within work team to obtain and share basic information. Listens and addresses performance feedback; provides feedback to team members. Learns new relevant knowledge and skills; acknowledges strengths and weaknesses based on career goals and takes action to leverage / improve them. Adapts to change, challenges, and feedback with moderate guidance. Responds to the needs of others to support completion of routine work tasks.
+ Follows detailed, daily instructions to complete routine tasks with moderate supervision. Collaborates with others within ones team to address routine and some non-routine task issues; communicates status and escalates more complex issues. Adheres to established priorities, deadlines, and expectations. Identifies and speaks up for improvement opportunities within ones team.
+ Supports a positive customer experience and market turnaround expectations by: building and maintaining administrative relationships with customers, consultants, brokers, and/or channels by working with cross-team peers to provide and obtain basic information to support contract, benefit/service, and renewal activities; following broad guidance to address and resolve routine and some non-routine customer, consultant, broker, and/or channel partner questions and concerns; completing standard assigned tasks with a moderate degree of supervision to support Request for Renewal (RFR) responses and engagement strategies; partnering with engagement team/specialist to coordinate engagement programs (e.g., open enrollment) with a moderate degree of supervision; and providing accurate information including basic knowledge of products, benefits/services offerings, and pricing models when assisting customers, consultants, brokers, and/or channels.
Minimum Qualifications:
+ High School Diploma or GED, or equivalent AND minimum one two (2) years of experience working in a corporate or business office environment OR minimum three (3) years of experience working in a corporate or business office environment.
+ Accident and Health Insurance License (California) within 3 months of hire
Additional Requirements:
+ Knowledge, Skills, and Abilities (KSAs): N/A
COMPANY: KAISER
TITLE: Account Management Associate II
LOCATION: Downey, California
REQNUMBER: 1369982
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.
Senior Manager, Sales & Account Management
Posted today
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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.
Senior Risk Consultant - Property Account Management - HPR
Posted 8 days ago
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Aon is looking for an Account Manager for the Property Consulting Group
We currently have an exciting career opportunity for a Property Risk Control Consultant. This position will support Aons Property Risk Consulting Group.
The successful candidate can expect to work with colleagues and clients to develop an understanding of the many property risks posed by fire, earthquake, flood, and other Natural Catastrophes.
Work Style: Virtual - Work from home.
Aon is in the business of better decisionsAt Aon, we shape decisions for the better to protect and enrich the lives of people around the world.
As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed.
Person should have HPR property engineering experience with knowledge of both NFPA and Factory Mutual standards as well as an understanding of property insurance policy terms and conditions.
Applicant must be proficient in managing client, carrier, and insurance brokerage relationships. Excellent communication skills a must and should be able to effectively explain general property risk management concepts to prospective clients and internal business groups.
The prospect will be expected to travel approximately 30%of the time primarily in the U.S.
What the day will look like:- The successful applicant should have experience with the following:
- Construction, Occupancy, Protection and Exposure (COPE) Data.
- Brokerage submission information
- Data analysis
- Summary documents
- Broker renewal support
- Attendance & participation at carrier meetings
- Vendor management
- Recommendation review & analysis
Provide Strategic Consulting and Client advocacy for a variety of occupancies.
- Compile Nat Cat data by populating primary and secondary modeling characteristics.
- Review of available data to determine natural catastrophe exposure at client locations. Use of available online tools to analyze flood exposures in accordance with NIFP and FEMA guidelines.
- Coordination of vendor RFPs
- Knowledge of B&M Jurisdictional inspection requirements
- Development and review of Maximum Foreseeable (MFL), Probable Maximum (PML) and Normal Loss (NLE) estimates.
- Hazards associated with a variety of occupancies including manufacturing, warehousing, soft occupancies, etc.
- Problem solving using the application of Client Standards, NFPA, FM Global or other best practices to resolve technical fire protection issues.
- Bachelors degree in engineering or equivalent experience and professional designations.
- 3 to 10 years with an insurance carrier, vendor or related property risk engineering experience.
- Technically proficient in understanding, interpreting, and applying NFPA and/or FM Global standards; and, evaluating fire protection systems (automatic sprinklers, water supplies, special extinguishing systems, etc.)
- Ideal candidate is motivated and a self-starter.
- Must be able to climb ladders and stairs and transition to and from ladders or stairs to access building roof areas and upper or lower floors within a customer site during surveys and being able to transverse site and client sites for a workday.
- Ability to work from home.
We are an equal opportunity employer and value inclusion at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. 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.
How we support our colleagues
In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two Global Wellbeing Days each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.
Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.
Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply.
We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email
For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.
Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Pay Transparency Laws:
The salary range for this position (intended for U.S. applicants) is $110,000 to $160,000 annually. The actual salary will vary based on applicants education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicants geographic location.
This position is eligible to participate in one of Aons annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.
A summary of all the benefits offered for this position:
Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aons discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts,employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.
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2561779#J-18808-Ljbffr
Sales & Account Management (Blended) Specialist II, Engagement
Posted today
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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.
Business Management - Account Coordinator (Assistant Bookkeeper)
Posted 3 days ago
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Job Description
Come for the Challenge. Stay for the Experience.
At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience.
What We Do and Who We Serve
We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing.
We Live Our Core Values
Our values guide us in our day-to-day interactions with our clients and each otherIntegrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team.
Discover How Far You Can Go.
Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating client engagements for our teams to work onthe kind of work that helps you develop and refine your skills to advance in the profession.
Hybrid Work
At HCVT, we embrace a hybrid work model that offers a balance between in-office collaboration and remote convenience. Our teams work a minimum two days a week in the office, unless noted otherwise in the job description, complemented by in-person trainings, meetings, and team-building activities to foster your growth and deepen team connections. These trainings and events may take place outside of your home office location.
Apply today and find out why so many come for the challengeand stay for the experience. We look forward to meeting you!
Our business management team in Los Angeles helps protect assets and preserve value by providing a concierge approach to service tailored to our clients' unique needs. Our team assists with supervision and management of day-to-day activities while working with clients to formulate goals, develop strategies and long-range planning. We work with other advisors, including bankers, lawyers, investment advisors, estate planning, and insurance professionals to help our clients achieve their current and long-term goals.
HCVT operates under a hybrid working model. Business management employees are expected to work at their assigned office a minimum of three days per week.
As a an Account Coordinator in our Business Management service line, you will be responsible for but not limited to the following:- Perform heavy accounts payable
- Daily deposits
- Reconciliation of cash and balance sheet accounts
- Journal entries
- Manage/prioritize day-to-day workflow
- Interact with clients professionally
- Tasks or projects assigned by other supervisory figures
- A bachelor's or associates degree in accounting preferred and/or some related work experience
- Detail oriented, with high productivity; experience with multiple corresponding deadlines
- Intermediate knowledge of Microsoft Office (Excel, Word, and Outlook)
- Paperless Datafaction experience a plus
- Strong communications skills (both verbal and written) and strong judgment
- Effective multi-tasking and time-management skills
- Team player attitude with proven people skills
- Availability for necessary seasonal overtime (particularly during tax busy-seasons)
- Visit the Benefits sectionto learn more
This salary range is specific to the state(s) listed and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill set and education; experience and training; licensure and certifications; and other business and organizational needs. A reasonable estimate of the range for this position is $55,000 to $65,000 plus overtime.
Connect with us:
LinkedIn, Instagram, Facebook, HCVT Website
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The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.
#J-18808-LjbffrAccount Executive Officer/Sr. Underwriter - Management Liability
Posted today
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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Account Executive Officer/Sr. Underwriter - Management Liability
Posted today
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 Analyst
Posted 1 day ago
Job Viewed
Job Description
Explore a career at EAH Housing.Start or continue a career in real estate development and management with EAH Housing. We are looking for talented and skilled professionals as we expand our property portfolio throughout California and Hawai`i. As a mission-based nonprofit organization and industry leader for more than 50 years, we live up to our values, and work to create opportunities to empower people to live better lives. Join us and make a difference today.What we offerWe offer a comprehensive benefits package that includes medical, dental, vision, disability and life insurance, as well as a 403(b) retirement plan with a 5% match. We also offer generous vacation accrual, holiday schedule, and work schedule flexibility.We believe in work / life balance.15 days of vacation per year (which increases based on years of service)10 paid sick days per year13 paid holidaysWe take care of our employees.Competitive Salaries 403b Retirement Plan with a match to every dollar you save for retirement, up to 5% of your payEmployee Wellness ProgramComprehensive Medical Insurance PlansAffordable Dental & Vision InsuranceFlexible Spending AccountEAP - Mental Health, Financial and Legal Services$1,500 Employee Referral ProgramEAH Academy, an in-house training programPosition is for a full-time Business Development Analyst to work at the EAH Corporate Offices in Burbank, CA. This is a hybrid remote position. Qualified Candidates will have a Bachelor's degree in Real Estate, Finance, Civil Engineering, Business, or related field. Must have 2+ years in an affordable housing environment including analyzing proposed acquisitions. Master's degree and/or working at a non-profit affordable housing corporation is desired. Salary range: $8,000 - 103,000 per year; hiring range for new employees is generally 68,000 - 85,500 per year, DOE. Please note an offer will take into consideration the experience of the final candidate and the current salary level of individuals working at EAH in a similar role.COMPANY OVERVIEW Established in 1968, EAH Housing is one of the largest and most respected nonprofit housing development and management organizations in the western United States. EAH develops low-income multifamily housing, manages more than 222 properties throughout in California and Hawai'i, and plays a leadership role in local, regional, and national housing advocacy efforts. EAH Housing puts its core values into action every day as our staff of 700 people serves 25,000 residents in 87 municipalities. We offer competitive wages, comprehensive benefits, professional development, and invest in our employees through extensive training programs. Please visit our to learn more about us, our culture, and how we strive to maintain excellence in everything we do. For immediate consideration, please apply to requisition BUSIN004101 on our website at OVERVIEWResponsible for assisting with acquisition activities, including the evaluation of potential projects, marketing EAH, and responding to solicitations for proposals consistent with the company's mission and strategic plan. Responsible for analyzing development opportunities and sources of funding and reviewing/underwriting new opportunities to be considered by the executive management team. Additional responsibilities may include assisting with initial project management including working on and submitting applications for financing and city approvals and attending public meetings.RESPONSIBILITIESDrive and research sites in EAH's opportunity cities and counties.Research ownership and title information on high prospect sites and cultivate relationships with property owners.Assists Director of Development with all basic due diligence work on potential sites deemed generally viable for development purposes. Due diligence review includes reviewing preliminary title reports, evaluating infrastructure review with local public works and building officials, estimating market values through comparable sales analysis prior to appraisal, and assessing ability to obtain entitlements for contemplated projects in the context of local general plan and zoning designations.Creates and analyzes preliminary financial projections for potential transactions; Compiles comprehensive deal analysis packages and assesses risk associated with any acquisition for review by supervisor and Executive Team.Identifies, evaluates and monitors new and existing funding sources and remains up to date on the status of those sources of funding.Analyzes funding competition and scoring of competitive applicants in connection with various sources.Coordinates with project development staff on basic financial terms and conditions viable for purchase and sale agreements that are specific to the community and related subsidy environment for affordable housing developments.Ensures that local approvals and neighborhood acceptance of proposed housing development projects occur, including submitting use applications, and attendance at hearings and neighborhood meetings. Assists Director of Development in obtaining public approvals.Ensures efficient transition of purchased assets to Real Estate Development group.Meets with Real Estate Development Department on regular basis to coordinate all acquisition activities.Maintains positive working relationships with lenders and grant sources.Work with other organizations within the housing development, healthcare, and religious communities to create opportunities and support for low-income housing development.Assist in identifying and evaluating new financial and development partners.Assists in creating presentations for internal and external audiences.Maintains Development paper and electronic filing system.Tracks and maintains contracts and reviews invoices for processing payments.Updates budgets and predevelopment cashflows.Creates deal memos for active projects and prepares analyses of unsuccessful projects.Represent EAH at targeted industry conferences and seminars.Actively participates in EAH's Injury and Illness Prevention Plan.Regular and predictable attendance.Other duties as assigned.QUALIFICATIONS Bachelor's degree in Real Estate, Finance, Civil Engineering; Business, or related field. At least one year working in an organization staffed with various roles and functions.DESIRABLE ADDITIONAL QUALIFICATIONSMaster's Degree in Business, Finance, Real Estate, or other related field preferred. Experience working at a non-profit affordable housing corporation desirable.WORKING CONDITIONSPhysical RequirementsRequires a high level of mental concentration, despite frequent interruptions.Attends meetings by phone and in person for significant portions of the day.Utilizes computer work station for long periods throughout the day.Utilizes the phone and email for significant amount of communication.Participates in public meetings; may involve evenings and weekends.Work Environment Must have access to and be able to drive a car. Must have a valid Driver's license and proof of automobile insurance.Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.CRIMINAL BACKGROUND CHECK REQUIREMENTSEAH Housing conducts criminal background checks on all candidates who have received a conditional job offer. Once you have received such an offer, you will be required to submit and pass our criminal background requirements. EAH also verifies education and employment history. Any verified discrepancy (resume or online application) may delay your background check results and/or affect your eligibility to work at EAH. Please be advised that certain roles may also require fingerprinting due to legal requirements. If onsite housing is a requirement of the position, any household members over 18 years of age who will be living onsite with the candidate must also undergo a criminal background check and tenant screening. Satisfactory completion of background check and fingerprinting requirements is a requirement of employment with EAH. DRUG TESTINGEAH Housing requires all candidates who have received a conditional job offer to submit to drug testing within 72 hours from acceptance of our job offer. EAH Housing does not test for marijuana/cannabis. Satisfactory completion of drug testing is a requirement of employment with EAH. EAH Housing is an EEO employer. CA BRE #00853495 | HI RB-16985INDEAH Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.