Client Remote Jobs in Usa

ESSENTIAL DUTIES & RESPONSIBILITIES:

Teamwork

Oversees and manages MMA resources in the delivery of benchmark service to clients. Generally, this position is a very experienced individual contributor who manages 4-5 very complex accounts. This position is matrixed to a specific Producer or Producers under whose auspices the Sr. Account Consultant is fully responsible and accountable for the total management of specific clients and/or is the primary resource to specific account managers on other. Act as Leader of Account Management Teams to specifically:

• Coach, mentor and train Sr. Account Executives, Account Executives, Account Managers and other team members as requested by the Vice President of Client Services, Region Benefits Practice Leader, sponsoring Producer/Partner, location Head of Office, or as appropriate to the needs of the Account Executive Team and/or client.
• Partnering with the Region Client Services Management team, will play an active role in the supervision and management of the support team, including participation in the employee review process.
• Successful performance will be in part evaluated on the growth and development of supporting staff.

Customer Service

• Responsible for all strategies and actions leading to overall customer satisfaction and ongoing client retention.
• Oversee and manage and execute the delivery of client calendar/timeline milestones, typically with matrixed support by Account Management Team members.
• Regular meetings and other communication with appropriate client contacts to assess, maintain, and improve customer satisfaction.
• Monitor and manage the quality of service delivered to the client by MMA team members and carriers/vendors.
• Monitor, manage, and facilitate the resolution by carriers/TPAs/vendors and MMA team members of escalated service issues.
• Participate in and contribute to the RFP process and finalist presentations in order to win new business and retain existing clients.
• Ensure adherence to and completion of Agency workflow/timeline checklists that set minimum service requirements for MMA clients.
• Consult with clients and make strategic plan design recommendations based on valid client data and information. Plan design recommendations that align with clients’ business strategy, culture, and priorities and should focus on trend management.
• Maintain knowledge and command of carrier/vendor products and services and effectively deliver appropriate carrier/TPA recommendations and product and service solutions to clients.
• Maintain knowledge and command of MMS services, resources and capabilities, and leverage them appropriately on behalf of clients.
• Consult with clients and deliver appropriate funding arrangement recommendations based on client priorities and needs. Includes recommendations on stop loss providers, contracts and financial elements for self-funded clients.
• Presentation of financial/risk management reports providing data and information pertinent to risk management, plan design recommendations, products/services recommendations, renewal projections/planning, budget planning, etc.
• Mastery level knowledge and command of iCAF capabilities and services and Milliman capabilities and services.
• Developing, maintaining and expanding business relationships with key client decision makers and senior leaders, often C-suite level.
• Developing, maintaining and expanding relationships with key HR/Benefits team members.

Technical Expertise

• Regularly present and review plan performance reports and renewal projections.
• Mastery level knowledge and command of all EB capabilities and services.
• Conduct pre-renewal planning meetings.
• Consult with clients and make recommendations for renewal strategies.
• Works with the Account Executive to manage renewal bid/RFP strategy and process (Workflow Timeline compliance is the Account Executive’s responsibility).
• Deliver renewal presentations.
• Manage ongoing carrier/TPA/Vendor renewal negotiations on clients’ behalf.
• Deliver final renewal recommendations to clients.
• Make recommendations for additional products/services and for expanding broker/consultant services.
• Manage and monitor revenue levels on all clients and work with Producers to develop strategies and actions for negotiation of commissions/fees.
• Work with Account Executive &/or may work with clients to complete renewals and transition into installation/implementation process.
• Monitor, manage and lead the Account Team as they manage/coordinate the implementation, installation and enrollment process and activities.
• Monitor and manage carrier/TPA/vendor implementation, installation, and enrollment activities.

Marketing

• Participate in MMA marketing activities and events.
• Represent MMA at conferences, meetings, councils, community events.
• Participate in and contribute to RFP process and presentations in order to win new business and retain existing clients.
• Maintain Texas Life, Health & Accident License and other necessary licenses.
• Complete continuing education requirements.
• Maintain market competitive knowledge.
• Maintain knowledge of carriers/TPAs/vendors strengths, weaknesses, products and services.
• Maintain and effectively leverage relationships with carrier/TPA/vendor representatives and managers.
• Maintain and effectively leverage knowledge of provider networks.
• Manage and monitor revenue generated by each account and work with Producers to negotiate appropriate agency revenue levels for each individual client.

General

• Contribute positively to MMA culture and morale, and exhibit and exemplify MMA core values – integrity, win/win business approach, positive attitude, commitment to excellence, client focus, agency loyalty, support of agency vision/mission/strategies, treat internal teammates and external customers/partners with dignity, respect and fairness.
• Serve as internal subject matter expert in designated areas of expertise.
• Coach, mentor and train Sr. Account Executives, Account Executives, Account Managers and other team members as requested by the Vice President of Client Services or Region Benefits Practice Leader, or sponsoring Producer/Partner, or as appropriate to the needs of the Account Management Team and/or clients.
• Meet or exceed MMA standards of excellence, including but not limited to:
• Process mail, email, and phone requests on a daily basis.
• Initiate own correspondence with clients.
• Ensure that items are delivered or mailed to clients on a timely basis.
• Maintain files and records in an orderly, timely manner and in accordance with agency policy and processes, including effective use of Electronic Documentation System.
• Maintain and exhibit a positive, professional appearance and image.
• Understand and adhere to policies and procedures within the MMA employee handbook.
• Adhere to security and compliance requirements, appropriately manage/protect PHI and PII, and protect agency intellectual capital

REQUIREMENTS:

• College degree or equivalent professional experience preferred.
• 5+ years of Account Consultant or Executive experience, ideally with an agency, and in account management, account executive, and/or sales roles. Benefits experience with a carrier or employer may also be considered.
• Mastery level knowledge of benefits products, services, market dynamics, carriers/TPAs/vendors, fully insured and alternative funding arrangements.
• Proven track record of success in client management, account management, executive level relationship building, negotiations, sales/marketing, renewals, financial reporting & analysis, client consultations, presentations, revenue management.
• Ability to fully manage, renew and retain clients without Producer/Partner involvement.
• Proficient with Microsoft Office Suite, especially email, Word, and Excel.
• Proficient with PowerPoint.
• Active Texas Life, Accident & Health License.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at:

Who We Are:

We are Lever, a marketing agency that stands at the intersection of experience and innovation. Lever is a place where the acumen of industry experts harmonizes with the latest advancements in advertising technology. Our focus? Spotlighting our clients, the true protagonists of our success narratives.

Our team is a dynamic collective of individuals, united in their pursuit of excellence and innovation. We foster a culture of transparency and adaptability, building partnerships grounded in trust and mutual growth. At Lever, we are more than just an agency; we are a community of marketing professionals who are curious, driven, and committed to delivering results that surpass expectations.

As a potential member of the Lever team, you would be joining an organization that values great work, strong integrity, and high morale. We are growth-oriented, constantly seeking avenues to not only enhance our clients’ journeys, but also to nurture careers and foster lasting relationships.

Join us at Lever, where we are reshaping the marketing landscape, one success story at a time.

How We Define Success in This Role:

The Account Director serves as the strategic and operational leader of a dedicated client pod. This individual is ultimately responsible for the health, performance, and growth of the clients assigned to their pod.

Success in this role is defined by the ability to lead client relationships, guide strategic direction, and ensure that the pod consistently delivers high-quality marketing performance. The Account Director ensures that campaign strategy, media execution, and client communication remain aligned with each client’s business objectives.

A successful Account Director demonstrates strong leadership, strategic thinking, and a deep understanding of digital marketing. They are able to guide both clients and internal teams toward effective marketing solutions while maintaining accountability for results.

The Account Director works closely with the Media Director to ensure that marketing strategies translate into effective campaign execution across platforms. They are also responsible for mentoring and managing the client-facing and operational members of their pod.

This role reports to the Director of Client Success and works closely with the Media Director assigned to the pod.

Primary Ownership Areas:

• Client relationship health
• Strategic direction of accounts within the pod
• Revenue growth and retention within the pod
• Escalation management
• Performance accountability for pod clients

What You’ll Do:

Lead Client Strategy and Relationship Management

Serve as the senior strategic advisor for clients within your pod, ensuring that Lever’s marketing initiatives align with each client’s broader business goals.

Develop and guide long-term marketing strategies that incorporate multiple digital channels, audience insights, and evolving platform capabilities.

Build strong, trusted relationships with client stakeholders through thoughtful communication, strategic guidance, and proactive problem solving.

Identify opportunities to expand client engagements by introducing new strategies, marketing channels, and performance initiatives that support business growth.

Serve as the primary escalation point for client concerns, ensuring that challenges are addressed quickly and effectively.

Lead and Manage a Cross-Functional Pod Team

Oversee the overall performance and coordination of the pod supporting your client portfolio.

Manage Account Strategists and Project Managers within the pod, providing guidance, mentorship, and leadership.

Ensure that all pod members remain aligned around client goals, campaign priorities, and deliverables.

Collaborate closely with the Media Director to align client strategy with media planning and execution.

Promote a culture of accountability, collaboration, and continuous improvement within the pod.

Oversee Strategic Marketing Planning

Guide the development of marketing strategies that incorporate paid media channels such as paid search, paid social, programmatic media, and emerging advertising platforms.

Ensure that marketing strategies reflect a strong understanding of audience behavior, competitive positioning, and industry trends.

Collaborate with Media Directors to ensure campaign plans are aligned with broader strategic goals.

Support the development of testing frameworks, measurement approaches, and optimization strategies that improve marketing performance.

Ensure Operational Excellence Across Accounts

Work with the Project Manager to ensure deliverables remain organized, timelines are maintained, and client commitments are met.

Review reporting insights and campaign performance to ensure that strategies remain aligned with client objectives.

Ensure that the pod operates efficiently while maintaining high standards of quality and accountability.

Maintain visibility into client budgets, campaign performance trends, and strategic opportunities across the pod’s accounts.

Drive Client Growth and Long-Term Partnerships

Identify opportunities to expand client relationships through additional marketing services, new channel initiatives, and strategic recommendations.

Work with agency leadership to develop growth strategies for key accounts.

Ensure that Lever continues to deliver strategic value that strengthens long-term client partnerships.

What You’ll Bring:

A strategic mindset combined with strong leadership and communication skills. You are comfortable guiding client strategy while managing internal teams responsible for execution.

5+ years of experience in digital marketing, marketing strategy, account management, and/or client services within a marketing agency or performance-focused environment.

Strong understanding of integrated digital marketing channels including paid search, paid social, programmatic media, and performance marketing strategies.

Experience managing complex client relationships and guiding marketing strategies across multiple channels.

Demonstrated ability to lead teams, mentor employees, and coordinate cross-functional work.

Strong analytical thinking and comfort interpreting marketing performance data to guide strategic decisions.

Exceptional communication and presentation skills, with the ability to explain complex marketing strategies to clients and internal stakeholders.

Highly organized and capable of managing multiple client priorities simultaneously.

Benefits Shortlist:

• Competitive salary
• 100% employer-paid medical, dental, and vision benefits
• 401(k) with employer contribution
• 13 paid holidays
• Generous vacation and personal time-off package
• Remote work flexibility
• Company donation match — you donate, we donate
• Time off for community service

ExtensisHR, one of the largest Professional Employer Organizations (PEOs) in the U.S. and the fastest growing PEO in the Northeast, is looking for talented people to join our team. If you want to contribute your talents, make a bigger impact, and be part of the hot HRO industry, we’re interested in talking to you. Come catch the PEO wave with Extensis—we’re focused on the biggest market in the most attractive region of the U.S. Together with our experienced professionals, you can help us deliver on our brand promise to simplify HR. Our portfolio includes personalized services for HR, benefit plans, payroll and taxes, employer risk, compliance, and employee management. Today, we manage over $3 billion in employment-related costs annually—and we’re growing every day.

At ExtensisHR, our Client Success Group ensures our clients’ success and builds client loyalty through strategic and personalized solutions in which allows our clients to meet and or exceed their company goals.

The Key Account Manager will be responsible for retention of our most profitable clients by ensuring client satisfaction and a high rate of client engagement. They will serve as the main point of contact within their assigned group of clients driving continued success, increased value, and client satisfaction through execution of our retention strategies and leveraging ExtensisHR’ s robust suite of products and services.

For more information about the company visit You Are:

The Key Account Manager will service their assigned clients by executing their account management strategy, tactics, and engagement calendar while delivering clear communications and gathering client feedback along the way. The Key Account Manager is responsible for monitoring the status and satisfaction of each client by focusing on mitigating known risk factors and competitive threats. They will proactively identify opportunities and solutions to support client goals and objectives while ensuring they are successfully leveraging our products and services.

To be successful in this role, it is crucial for the KAM to be open minded and objective to see all perspectives during each interaction. You must have a passion for building relationships and believe in being the difference maker within those relationships. This job is fast paced and requires someone who can balance multiple priorities and stay organized in a rapidly changing environment.

Our people are passionate about what they do, the product they sell, and the clients they serve. If you're looking for an opportunity to be a part of a work family that values collaboration, innovation, and dedication, we're the right company for you.

• Communication – KAM needs to excel at communicating via MS Teams, in person, phone, email and internally across teams
• Product Knowledge – This critical component of the job requires custom or curated solutions tailored to key accounts.
• High Business Acumen – KAMs must be comfortable engaging C-suite executives and coordinating internal operations successfully
• Resourceful Problem Solver – Proactively recognize opportunities and offer solutions before the client asks based upon connecting the dots between client interactions and our solutions stack
• Highly Likeable – Must present the ability to de-escalate client issues and become a trusted advisor which gains client confidence
• Relationship Savvy – strong intuition and the ability to establish a strong connection in a meaningful way across a variety of levels and personalities
• Results Oriented – Clear focus on achieving results for key accounts.
• Collaborator – KAMs are internal team builders that have a unique ability to create a network of SMEs to produce favorable outcomes for clients

What You'll Do:

• Critical role responsible for the retention of a segment of ExtensisHRs top clients
• Focused on building strong relationships with their assigned clients’ C-Suite and/or broker partners.
• Develop deep relationships with decision makers, users, and influencers to ensure the client’s needs and expectations are being met
• Must develop a deep understanding of our products, services, and processes to help navigate our service model
• Ability to identity gaps and areas of opportunities in which ExtensisHRs services can be a value add to assisting a client achieve their business goals and objectives.
• Increase client engagement by aligning and maximizing ExtensisHRs’ full suite of products and services (i.e. Performance Mgt, ATS, and Recruiting Services)
• Effectively and efficiently manage assigned clients’ experience during all phases of their relationship inclusive of their healthcare renewal season.
• Become an expert internal operator with an ability to resolve request and escalations effectively and efficiently the first time
• Proactively identify and implement strategies to maximize a client’s lifetime value (LTV).

AI Utilization and Literacy:

A key function of this role includes the effective use and understanding of artificial intelligence (AI) tools and technologies to enhance productivity, decision-making, and overall performance. This position is expected to maintain awareness of emerging AI applications relevant to their responsibilities, apply AI tools ethically and effectively, and continuously develop their AI proficiency.

What You Bring:

• Minimum of 10 years of successful experience managing high profile accounts and relationships
• Dynamic personality and high business acumen that will immediately resonate with our clients
• An intuitive problem solver that cannot only resolve client escalations, but identify future and potential escalations to get in front of issues before they manifest
• You must enjoy and thrive in a fast-paced environment that is quickly evolving
• The ability to have clear, candid, and professional business conversations with business leaders
• Must be extremely curious and inquisitive to uncover client issues and needs
• This person will have a competitive nature and thoroughly enjoy winning
• A servant leadership mindset focused on helping clients achieve what is most important to them
• Experience in HR, PEO, ASO, HR Software or Benefits related industries highly desirable
• Bachelor's Degree or appropriate experience

What We Offer:

Position Salary:

95k-125k

Effective 06/1/2025 NJ passed a Pay Transparency Law which requires NJ based hiring to include a compensation range on each job posting. This compensation range is presented in good faith for candidates that are hired in these roles will be presented a salary within the range stated on the job posting.

At ExtensisHR, we recognize there are many factors that influence your overall satisfaction both at work, and in your personal life. Under our You, Supported program, we provide a perfect mixture of compensation, benefits, company culture, and resources to our employees that help you reach a happier, more balanced life. Some of these offerings include:

• Competitive compensation to reward you for your hard work every day.
• Progressive Paid-Time Off Program for you to enjoy time out of the office, including time off for volunteering and life events.
• Group Medical, Dental, Vision and Life insurance to encourage a healthy lifestyle available from day one.
• Student Loan Assistance Program where ExtensisHR contributes towards your student loans.
• Pretax Spending Accounts to ease taxes on health and dependent care expenses.
• Extensive professional development programs to help you get to where you want to go in your career.
• Discounts in retail and entertainment.
• A social and community outreach committee that promotes a fun inclusive culture through in-office events and networking opportunities.
• Complimentary coffee and snacks to keep you fueled and productive throughout the day.

ExtensisHR is committed to a diverse and inclusive workplace. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Summary

This leadership position will support a designated producer by creating additional capacity. This will be achieved by taking the lead in addressing client issues and providing strategic oversight for assigned small business clients. The Client Relationship Specialist (CRS) will also provide support for the producer's new business efforts and collaborate with service team members to resolve issues, answer questions, and offer strategic guidance. Additionally, the CRS will collaborate with Small Business leadership to develop coverage and program structure guidelines tailored for small business clients in the life science industry, with a focus on consistency and facilitating the transition from small to large commercial teams within the Practice Group.

This position will also assume responsibility as a Client Service Executive for assigned World Class Client accounts and other accounts as assigned. Client Executive Service actsas a leader for the service team members to include Client Service Executives, Client Administrators and Client Managers, as well as Marketing and Risk & Loss associates as the need for their expertise occurs.

Essential Duties & Responsibilities – client relationship specialist

• Act as primary resource for Producer’s clients and collaborate with service team members to effectively resolve issues and provide answers to questions.
• Collaborate with small business service team members regarding service processes, effective deliverables, client communication, and overall service approach.
• Collaborate with small business clients on renewal and ongoing servicing items
• Engage in Producer’s new business activities with prospect audits and ensuring proper placement for new clients.
• Maintain regular communication with producer to address time-sensitive or urgent client needs.
• Collaborate closely with the PG Leaders, Team Mentor, Director of Small Business, and Director of Client Service Executives to ensure the team has the necessary resources to meet their requirements. Engage in discussions to address any project impediments and escalate any issues that cannot be resolved by the team.

Essential Duties & Responsibilities – client Executive Service

Oversee ongoing account service activities.

• Prepare production and activity reports.
• Manage/collect receivables in conjunction with Client Sales Executive.
• Meet regularly with Client Sales Executive to update, advise and inform.
• Coordinate activities on accounts.
• Review and deliver summary, proposals and policies.
• Lead, present and participate in meetings with clients.
• Maintain current Insurance Summaries on all accounts.
• Update EAW’s annually on all accounts.
• Meet World Class Client service commitments (relationship Report, Pre-Renewal Meetings, etc.)
• Participate in new business development and proposals with Client Sales Executive.
• Pursue opportunities to round out existing client programs with additional and/or increased lines of coverage.
• Coordinate coverage placement through managing the direction provided to service team.
• Deliver binders and invoices.

Manage all facets of renewal process.

• Initiate client contact and orchestrate renewal strategy meetings.
• Gather renewal underwriting information.
• Oversee process of preparing and updating underwriting specifications.
• Coordinate coverage placement through instructions provided to Marking and Client Administrator, review and deliver binders, invoices, etc.
• Advise, inform, and involve Client Sales Executive, as required in marketing process.
• Prepare and deliver proposals.
• Prepare all orders and instructions to Client Administrator.
• Manage expiration lists.

Act as a leader for the service team members.

• Create an environment oriented to trust, open communication, and cohesive team effort.
• Facilitate problem solving and collaboration when faced with client difficulties.
• Focus the team on the internal and external client requirements, familiarizing them with client specifications, work procedures and processes, quality standards, techniques and tools to support task performance.
• Provide necessary business information to enhance the team’s professional development.
• Ensure deliverables are prepared to satisfy client requirements, cost and schedule.
• Work closely with department Manager and Director of Client Services to obtain necessary resources to support the team’s requirements, discuss project impediments, and to escalate issues which cannot be resolved by the team.
• Establish and consistently maintain effective and positive working relationships with Associates and clients.

Education and/or Experience

• Bachelor’s degree plus 3 or more years of daily World Class Client service experience is required; or, a minimum of 7 - 8 years industry experience showing increasing responsibility directly related to the performance of the above duties including 3 or more years of daily World Class Client service.
• Maintain a valid unrestricted California Fire & Casualty Solicitors license and a valid Drivers license.
• Achieve and maintain advanced insurance designations applicable to the above duties such as CPCU or CIC designations.
• Excellent understanding of insurance terminology, trends and factor influencing the industry, and the various lines of Business Insurance insurance.
• Proficiency with MS Office Software (Word, Excel, Outlook).
• Prioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.
• Ability to present complicated information to a variety of interest groups in a clear and unambiguous way, connecting with the group in terms of style and content.

Work Environment & Physical Demands

• Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
• Work is performed in a typical interior/office work environment.
• Travel to client sites will be required. Usually travel is within driving distance, but may occasionally consist of a 1 to 2 night stay.

The applicable base salary range for this role is $90,100 to $167,900.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Work directly with Client Service Team (Client Managers, Client Executives and Principals) to provide a high level of client support in response to routine client requests and needs, act as liaison with carriers, and maintain client and carrier information.

Essential Duties & Responsibilities

Support the Client Service Team with the renewal process.

• Initiate marketing and renewal process by gathering client census data, current / renewal plan design and rate information, historical claims experience data, and any additionally related materials required to prepare RFP for client renewals and prospective groups. For specifically assigned clients, prepare RFP.
• Select employee benefit markets for solicitation, analyze market proposals received to verify benefits, premium rates and competitiveness and provide input in identifying alternative plans to show with analyses.
• Collaborate with Client Service Team to negotiate with current and bidding carriers to ensure most competitive rates/products for clients.
• Finalize and maintain client and carrier spreadsheets in accordance with internal requirements and client requests.
• Produce cost contribution analysis to be included in presentation to clients.
• Initiate, prepare and coordinate materials for the enrollment process and other formal client presentations.
• Coordinate client open enrollment / health fair events.
• Work with carrier representatives to coordinate activity for a smooth implementation of new plans.
• Coordinate Administrative Installation with insurance carrier and participate in installation meetings.
• Maintain Agency Management System and the ImageRight System.
• Follow processes and procedures as outlined in the Procedure Manual.

Provide day to day client service

• Act as liaison for client to research and resolve coverage, claim and administrative problems.
• Respond to client and carrier questions in a timely manner, requesting assistance from others on the Client Service Team if needed.
• Ensure the client data is accurate and current upon each renewal and throughout the policy period.
• Prepare files and other records needed by MMA.

Develop good relationships with Clients and others on the Client Service Team.

• Maintain the professional standards established by MMA when working with clients.
• Provide back up to other Benefit Analysts as needed.
• Share information with Benefit Analysts and others to create a good network of information within the Department.
• Attend monthly Analyst meetings and other meetings as requested.
• Serve as a technical resource / mentor to less experienced associates.

Education and/or Experience

Successful candidate will be a service oriented individual with high personal standards and a hands-on work style. This position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.

This position interacts with and provides service to internal associates and has contact with external vendors. The Benefits Analyst must be positive and approachable, and work effectively with diverse personalities. In addition, the following is required unless otherwise noted:

• Must possess a basic understanding of health and welfare plan benefits and carriers acquired through 3 years of experience providing group health and benefits service preferably at a brokerage or carrier or performing in a benefit specialist role with a Human Resource department of a large corporation.
• Bachelor degree preferred
• Maintain a valid, unrestricted State of California Life & Disability License and meet the continuing education requirements.
• Maintain a valid Driver’s License and dependable transportation.
• Proficiency with Microsoft Word, Excel and PowerPoint to include professional work experience creating tables, charts, graphs, pivot tables and formulas.
• Math skills are required to perform basic arithmetic, calculate percentages and amounts based on a percentage increase/decrease
• Above average analyzing, problem solving and planning/organizational techniques are essential.

Work Environment & Physical Demands

• Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
• Work is performed in a typical interior/office work environment.
• Occasional travel to client sites may be required. Travel is usually within driving distance.

The applicable base salary range for this role is $49,000 to $91,300.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

#MMAwest

#MMAEHB

#LI-DNI

Business Overview

KINESSO is the technology-driven performance marketing agency providing actionable growth for both our agency partners and clients. We turn 'action' into 'outcome' for our clients, leveraging our unique capabilities in optimization, analytics, AI, and experimentation. KINESSO has brought together the collective power of what was formerly Matterkind, Reprise, P3, and Kinesso under one collective entity that will serve as the most powerful delivery engine in the industry. We have extensive offerings spanning across performance marketing and data and technology. Fueled by a deep understanding of consumer behavior, we offer an end-to-end engine of planning and optimization while also delivering on data-driven strategy for social platforms, actionable growth in e-commerce, and creating curated marketplaces specific to each client's function and needs. The company has more than 6,000 employees operating in more than 60 countries. Learn more at Summary

We are looking for you - dynamic, best-in-class talent - to join the growing Commerce team as a Manager. In this role you will be responsible for managing Sr. Associates & Associates and supporting in the development, planning, buying, executing and measuring media plans for designated shopper/commerce media clients. You will support the Associate Director/Director in the strategic and tactical development of each retail plan. You'll work closely with national Planning and Buying teams to allow for holistic Commerce media function.

The Commerce team is a specialty group that focuses on the planning, buying, execution and measurement of Commerce media. Commerce media is any specific media elements that are retailer focused/tagged. This can be in-store signage such as a coupon machine or shelfblade, a billboard driving shoppers to a Walmart store, digital ads (search, display, OLV/STV, etc) on Amazon or site via managed or self service, tapping influencers that support certain retailers or working with shoppable technology companies to ensure ease of conversion. The team supports client's commerce/shopper/customer marketing teams-our end goal measuring product sales both online and in-store.

Who You Are

A passionate and driven professional, you excel at translating client business objectives at the senior level into Commerce daily tactical execution, to drive sales online and in-store. You're ready to challenge the status quo to produce world-class campaigns for high profile brands and take pride in your ability to clearly articulate the outcomes of the tactics and the strategy to the client as the day-to-day client lead. You thrive in a multi-functional role and enjoy training and coaching team members to ensure flawless tactical execution.

Retail Media Knowledge

o Knowledge of multiple retail media networks & their platforms, may include Amazon, Walmart, Roundel, Kroger, etc.

o Seasoned experience with self-service search platforms for both retailer specific (e.g. WMC, Roundel Media Studio, etc.) as well as aggregators (e.g. Criteo, Citrus, Pacvue, Skai, etc.)

o Comfortable and knowledgeable with D2C platforms (e.g. Google, Bing, Shopping, etc.)

o Understands individual RMN capabilities across tactic, targeting, reporting methodology, etc.

* Account Management & Strategy

o Active participant in development, presentation, management and measurement of omnichannel commerce media programs and defines program objectives and strategies consistent with brand marketing objectives

o Ensures strategic consistency across all elements of plan development and implementation

o Participates in and guides Senior Associate during campaign buildout inclusive of keywords/targeting. Coaches Senior Associate campaign creation and search strategy to get best plan for client

o Takes learnings from previous campaigns and apply to next campaign

o Proactively identifies growth opportunities and shares ideas for potential test and learns

o Delivers an effective detailed media plan, inclusive of tactics, audiences, flighting, KPIs, etc. that drives client performance

o Contributes to the creation of client ready materials (e.g. presentations, reporting, etc) and delivers client communications

o Serves as first check for client documents ensuring accuracy and ease of understanding information

o Ability to tailor client presentations to the audience (i.e. Senior Level vs. Junior Level)

o Supports in establishing and implementing best practices within client accounts

o Ability to assess and rank issues and tasks in order of importance for taking action and escalating as needed

o Anticipates, recognizes, and clearly defines problems using various techniques to systematically analyze, weigh alternatives and propose solutions

o Work with Senior Associate to update any status documents and timelines whether internal or client facing. Responsible for ensuring all tasks are captured and tracking toward completion

o Implements team and client centric processes to ensure accuracy of all deliverables (e.g. client documents, budget stewardship/management/client billing), improve overall team performance and minimize risk of human error through consistent implementation of QA guardrails

* Execution

o Supervises buying process and stewardship for media programs to ensure original objectives are being met

* Oversees and participates when needed in daily campaign & budget management including optimizations

o Oversees and assists Senior Associate with building campaigns within relevant search platforms. Responsible for ensuring campaigns are built out correctly within platform

o Oversees coordination of creative assets between client, creative agencies and partners

* Provides copy ideas for specific campaigns when appropriate

o Monitors pacing to ensure delivery is appropriate and aligned to campaign flighting for both managed and self service campaigns

o Measures media performance at all stages to ensure original objectives and strategies are being met to client satisfaction

o Development, execution and testing across campaign variables that create client specific insight and drive future testing opportunities

o Oversees analysis and reporting of data on daily/weekly/bi-weekly/monthly & ad-hoc basis

* Supports Senior Associate with pulling data from self service platforms as needed

* Turns insights into long term action by highlighting clear flow of cause, effect and next steps

o Maintains client and industry benchmarks for point of comparison when evaluating campaign performance

o Responsible for assisting Senior Associate in clearing billing with finance team

* Relationships

o Oversees day-to-day relationship with media partners and leads negotiation of commerce media for specific programs, where applicable

o Works cross-functionally with national planning & investment, ad operations, product, reporting, analytics, finance and other groups across the account

o Maintains client relationships and ensures timely creation & delivery of work

o Assists in managing team performance to achieve desired results based on defined roles and responsibilities for the Associates & Senior Associates

* Training/Development

o Ensures knowledge sharing across internal teams, open communication & provides thought leadership

o Identifies & builds functional expertise or knowledge in a relevant, unique & specific media area, including commerce media expertise

o Aware of knowledge level and experience of Senior Associates and Associates. Ability to spend extra time where needed to develop direct reports

* Industry Knowledge

o Seeks out information to remain current on media trends and shares with team members with relevant implications/potential opportunities

o Understands client business objectives and connections to day to day work

o Support team in development of thought leadership and innovation deliverables

* Strong working knowledge of commerce industry and platforms including major retailers and supporting technology (e.g. Amazon Ads, Walmart Connect, Roundel, Pacvue, Skai, Criteo, Citrus, etc.)

* Proven knowledge of media planning & planning with use of research tools and resources

* Proven ability to understand high level client goals and how they translate into commerce strategies

* Proven experience in writing and presenting relevant information to client audience

o Can carry conversations with clients easily

* Knowledge with industry tools such as MediaTools, Prisma, etc

* Bachelor's degree or equivalent experience

* 3+ years of working experience required, with 1+ years experience in a people manager role; strong ability to delegate, train, and support direct reports

* 2+ years of commerce experience working across multiple retailers preferred

* Experience in web analytics, ad tracking and other biddable media (e.g. paid search)

* Ability to manage team, both upwards and downwards, to ensure cross team communication

* Excellent written and verbal communication skills and proven problem-solving ability

* Self- sufficient and proactive

* Project management; effectively managing multiple projects and meeting tight deadlines in a fast-paced environment. Time management and project management skills are critical

* Proficient in Microsoft Office (Excel, PowerPoint, etc.) and excellent quantitative analysis skills

We offer a Total Rewards package that includes medical and dental coverage, 401(k) plans, flex spending, life insurance, disability, employee discount program, employee stock purchase program and paid family benefits to support you and your family. The salary range for this position is posted below. Where an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position, market considerations, budgetary considerations, tenure and standing with the Company (applicable to current employees), as well as the employee's/applicant's skill set, level of experience, and qualifications.

It is the policy of our company to provide equal employment opportunities to all employees and applicants for employment without regard to race, color, ethnicity, gender, age, religion, creed, national origin, sexual orientation, gender identity, marital status, citizenship, genetic information, veteran status, disability, or any other basis prohibited by applicable federal, state, or local law.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

The employer will make reasonable accommodations in compliance with the American with Disabilities Act of 1990. The job description will be reviewed periodically as duties and responsibilities change with business necessity. Essential and other job functions are subject to modification. Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions.

For applicants to jobs in the United States: In compliance with the current Americans with Disabilities Act and state and local laws, if you have a disability and would like to request an accommodation to apply for a position, please .

Description

• 
  Collaborate seamlessly with colleagues across various teams, including Client Acquisition, Client Success, CX, Training, Global Support, and Product, to provide a tailored and flawless experience for your accounts.
• 
  Demonstrate strong leadership within account teams, guiding internal stakeholders to deliver seamless onboarding experiences.
• 
  Coordinate internally and within clients all tasks and actions to develop a comprehensive onboarding experience
• 
  Initiate and nurture relationships with clients within the first 30 to 45 days of their subscription.
• 
  Lead and manage enterprise-level clients, including Fortune 500 accounts ensuring strategic alignment, smooth onboarding, and measurable adoption of Meltwater's AI-powered solutions.
• 
  Champion innovation and the adoption of emerging technologies across implementation practices
• 
  Establish yourself as a trusted advisor and expert across Meltwater's SaaS AI platforms.
• 
  Leverage AI-driven tools and data insights to enhance onboarding efficiency, optimize workflows, and deliver smarter client solutions.
• 
  Assist in configuring and setting up the application to meet clients' desired outcomes effectively.
• 
  Construct and manage complex Boolean logic queries and analytics for insightful data extraction.
• 
  Develop customized reports and dashboards tailored to individual client parameters to assess the impact of their marketing, public relations, and social media outreach campaigns.
• 
  Proactively identify potential risks or blockers in implementations and escalate appropriately to maintain timelines and quality.
• 
  Conduct both online and in-person training sessions to facilitate platform proficiency among clients.
• 
  Coordinate and prioritize project tasks, manage timelines, and maintain comprehensive project plans.
• 
  Drive engagement and adoption, fostering enthusiasm and passion through meaningful client interactions.
• 
  Effectively communicate project status and deliverables with internal and external teams to ensure project success.
• 
  Uphold client satisfaction through proactive follow-up, responsiveness, and clear communication.
• 
  Track milestones and document client interactions and insights to enhance overall client experience and relationship management.
• 
  Identify opportunities to streamline and improve internal processes for greater scalability and client satisfaction.

• 
  A Bachelor's degree or higher and a minimum of 3 years of relevant experience in a client-facing role within software support
• 
  A strong executive presence, coupled with excellent verbal and written communication skills, enables you to effectively convey ideas and build rapport.
• 
  Empathy and an innate ability to understand customer needs, fostering rapid relationship development.
• 
  A keen interest in AI technologies and an understanding of how they can enhance client onboarding and operational efficiency.
• 
  Business acumen and a comprehensive understanding of diverse departmental and industry requirements.
• 
  Proven ability to lead cross-functional teams and influence without direct authority
• 
  Strong multitasking capability - comfortable managing several client projects simultaneously in fast-paced environments.
• 
  A customer-centric mindset, recognizing the significance of maintaining robust customer relationships.
• 
  Strong problem-solving skills and exceptional organizational abilities, encompassing prioritization, scheduling, and time management.
• 
  Demonstrated proficiency in presentation skills, adept at facilitating online meetings, delivering comprehensive training sessions, and collaborating with clients to address concerns.
• 
  A continuous improvement mindset, always seeking ways to enhance team collaboration and implementation effectiveness.
• 
  A deep understanding of and passion for media, news, and current affairs.
• 
  Experience in crafting complex Boolean queries, underscoring your proficiency in data analysis and extraction techniques.
• 
  Excellent written and verbal communication skills in English. Spanish or another language is a plus.
• 
  The ability to legally work in the country of hire is required for this position.

• 
  Enjoy comprehensive paid time off that allows you to have an enhanced work-life balance.
• 
  Excellent medical, dental, and vision options
• 
  401(k) matching, life insurance, commuter benefits, and parental leave plans
• 
  Complimentary CalmApp subscription for you and your loved ones, because mental wellness matters.
• 
  Thrive within our inclusive community and seize ongoing professional development opportunities to elevate your career.

• 
  Hourly Salary $35 an hour USD + discretionary 5% annual bonus subject to the terms of the applicable bonus plan. Earnings are dependent on individual sales performance.

Job Description:

Overview:

We don't simply hire employees. We invest in them. When you work at Chatham, we empower you - offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service. You will have immediate opportunities to partner with talented subject matter experts, work on complex projects, and contribute to the value Chatham delivers every day.

Job summary:

Chatham's Hedge Accounting Practice is a thought leader in our industry. Chatham provides world-class derivative strategy, structuring and execution advice, coupled with world-class accounting advice to ensure the best capital markets outcomes for our clients. Chatham's ability to provide this combination of advice and suite of services is unique in the marketplace. Our team members advise clients on the design and implementation of hedge accounting strategies on high-profile interest rate, foreign currency and commodity hedging transactions. We consult on a high volume of transactions annually, each with its own set of facts and circumstances, which provides our team members with tremendous opportunity to learn quickly. Often our consulting engagements lead to direct contact with our clients' auditors and regulators, which adds another nuance to the consulting process. We also engage with accounting standard setters as they work to improve the hedge accounting guidance under US GAAP and IFRS. Chatham is a professional services firm, and as such the needs of our clients influence our schedules and deadlines. However, we seek to work with our team members to provide flexibility when needed to help manage personal and professional lives.

Chatham is looking for an Accounting Advisory Associate Director who is interested in accounting, economics, and financial risk management. The ideal candidate has a willingness to learn complex areas of accounting and risk management with strong communication and advisory skills. A successful candidate will enjoy a collaborative environment, an apprenticeship development model, and be interested in challenging, client-serving work.

Your impact:

Chatham's purpose is to empower our clients to achieve the best capital markets outcomes. In this role, you will interact with treasurers, CFOs, controllers, audit partners, audit firm derivatives specialists, and standard setters. As an organization dedicated to exceptional client service, we strive to exceed client expectations with our expertise and responsiveness. This role has a major client service/consulting component. Members of the team will have the opportunity to provide answers to client questions around complex topics, conduct research, have discussions with key personnel, and truly add value to our clients' needs. One of our core principles is to win as a team. You will have the opportunity to develop a specialization in this role - work with intelligent colleagues who are as invested in your success as they are in their own, learn about many different industries in an environment that encourages asking questions, and develop in your role.

In this role you will:

• Develop an excellent understanding of hedge accounting and the underlying economics of interest rate, foreign currency and commodities hedging through daily interaction with Chatham's hedging advisors
• Advise clients up to the highest levels of accounting and finance on structuring, implementing and ongoing accounting for various hedging strategies, including preparation of board presentation materials, accounting policy papers and technical accounting memos, pro-forma financial statement impact analysis, hedge designation memos, hedge effectiveness tests and sensitivity analyses
• Manage a portfolio of clients providing advice on hedging strategies, running and analyzing effectiveness tests, drafting hedge designation memos, creating journal entries and financial statement disclosures in accordance with US GAAP and IFRS, and providing management and auditor support
• Serve as a subject matter expert who your clients and colleagues seek for guidance often requiring preparation and presentation of technical accounting education materials to various stakeholders
• Lead projects to help clients design hedge accounting programs that meet their economic and financial reporting objectives
• Contribute to internal initiatives to drive process efficiency, standardization, and technology design by providing technical accounting expertise
• Work together with our Advisory and Accounting Operations team members to prepare and review period-end accounting deliverables that will impact the client's financial reporting
• Work directly with clients and internal teams to onboard client portfolios or new hedging strategies into our technology platform
• Contribute to cutting-edge research in one of the most complex and still-evolving areas of accounting

Contributors to your success:

• A bachelor's or master's degree in accounting; a minor or interest in economics or finance is a plus
• Certified Public Accountant (CPA) designation
• 4+ years in public accounting audit or accounting advisory (Big Four is a plus)
• A passion for technical accounting, related research, and reading and applying US GAAP and/or IFRS accounting standards
• Experience in ASC 815/ASC 820 and/or IFRS 9/IFRS 13 and desire to become a subject matter expert on these topics
• A desire to thrill clients - the client service part of public accounting is fulfilling for you, and you'd like to carry your client-service orientation into this next opportunity
• Strong teamwork mentality with the understanding that a committed and diverse team always outperforms an individual
• Strong attention to detail
• Excellent oral and written communication skills with the ability to distill complex topics concisely to a diverse range of client audiences
• Quantitative/analytical skills and mathematical proficiency
• Ability to prioritize competing demands to deliver a high level of client service
• Excellent Excel and PowerPoint experience
• An interest in finance will help you in understanding the economics of the derivatives transactions and how to account for these transactions
• A commitment to working in the office in a highly collaborative environment
• Travel of ~10% is possible; our work is not conducted at our clients' locations, but we do travel occasionally for business development and relationship management purposes

About Chatham Financial:

Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of over 700 employees to help mitigate risks associated with interest rate, foreign currency, and commodity exposures. Founded in 1991, Chatham serves more than 3,500 companies across a wide range of industries - handling over $1 trillion in transaction volume annually and helping businesses maximize their value in the capital markets, every day. To learn more, .

Chatham Financial is an equal opportunity employer.

ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry-leading practices. ProSidian services focus on the broad spectrum of Enterprise Service Solutions for Risk Management | Compliance | Business Process | IT Effectiveness | Engineering | Environmental | Sustainability | and Human Capital. We help forward-thinking clients solve problems and improve operations.

Launched by former Big 4 Management Consultants; our multidisciplinary teams bring together the talents of nearly 190 professionals globally to complete a wide variety of engagements for Private Companies, Fortune 1,000 Enterprises, and Government Agencies. Our solution-centric services are deployed across the enterprise, target drivers of economic profit (growth, margin, and efficiency), and are aligned at the intersections of assets, processes, policies, and people delivering value.

ProSidian clients represent a broad spectrum of industries including but not limited to Aerospace And Telecommunications | Consumer Products, Services, And Retail | Development And Sustainability | DOD/Military | Energy, Resources, & Industrials | Financial Services | Government & Public Services | Information Technology, Media, And Telecommunications | Life Sciences & Health Care | Manufacturing And Operations | Nuclear and Environmental | Professional Services, etc.

ProSidian Seeks a HR Compensation Senior Consultant (HRC4) to support an engagement for a federal financial regulatory agency and one of two agencies that supply deposit insurance to depositors in American depository institutions. This agency supplys deposit insurance to depositors in American commercial banks and savings banks. This Banking, Financial Services, and Insurance Sector Role is a Senior Consultant Labor Category Position located at or near CONUS - Washington, DC (Remote).

This service supports Banking, Financial Services, and Insurance Sector Clients (For Present / Future Requirements) and ProSidian Team Members work as part of a Engagement Team Cadre (Labor Category: Senior Consultant) to fulfill T&M - Time and Materials (T&M) requirements and to provide Employee Compensation, Pay for Performance, and Classification Consulting Services on behalf of a federal financial regulatory agency and other Federal Government clients with services required to include support from experienced consulting for review and evaluation of compensation programs; including classification, exemption status under the Fair Labor Standards Act, salary structures, locality pay, pay setting, pay for performance, pay equity, job analysis, premium pay, variable pay, and rewards. The ProSidian Engagement Team works to evaluate Federal Client's current compensation policies, programs, and practices for effectiveness in attracting, retaining, and motivating the high-caliber talent required to fulfill its mission. Members of The ProSidian Engagement Team are expected to provide expertise principally in the areas of compensation and classification - Services focus primarily on Employee Compensation, Pay for Performance and Classification Consulting Services.

We aspire to build and enhance an exceptional and diverse team of high-achievers who always put mission and the spirit of service first. This position aligns with functional/technical service requirements and client engagements in the Banking, Financial Services, and Insurance Client Industry Sector - Financial Services: Building The Future Of Financial Services With Forward Thinking Solutions.. HR Compensation Senior Consultant (HRC4) Candidates shall work to support requirements for HR Compensation Functional Area Services and shall work as a HR Compensation Senior Consultant (HRC4) and

PARTICIPATE IN FUNCTIONAL / TECHNICAL ROLE BASED RESPONSIBILITIES AND SUPPORT RELATED TO:

• Research Of HR Programs: Research of human resources programs offered by exemplary public and private sector organizations, specifically related to compensation, pay-for-performance, total rewards, and classification.
• Review/Assessment Of Current Compensation Policies: Review and assessment of The Client's current compensation policies and practices based on relevant criteria (e.g. Federal regulations, industry best practices, professional guidelines, Corporation objectives).
• Analysis And Comment On Best Practices Proposals: Analysis and comment on proposals, providing alternatives based on identified best practices or \"next\" practices. Preparation of cost-benefit analyses of proposed changes to existing programs and development of new programs.
• Design And Development Of Compensation Programs Recommendations For Modifications: Design and development of recommendations for modifications to the The Client's compensation programs or initiation of new programs, including strategies for maximizing use of automated technologies to improve customer service, operating systems, and program efficiency.
• Presentation Of Recommendations For Changes To Existing Programs: Presentation of recommendations for changes to existing programs and creation of new programs that meet The Client's strategic plan and support its corporate values and goals.
• Development Of Implementation Strategies And Project Plans: Development of implementation strategies and project plans and assistance in the development and execution of revised or new programs, including revision of policies and standard operating procedures to reflect programmatic changes.
• Development, Implementation, And Evaluation Communication And Education Strategies: Development, implementation, and evaluation of The Client's (nationwide) communication and education strategies, vehicles and documents to ensure that employees and human resources staff understand the programs.
• Designing, Conducting, Administering Surveys: Designing, conducting, administering, compiling, analyzing and summarizing and disseminating surveys comparing The Client's compensation and classification policies and programs to other FIRREA agencies and federal financial regulators, other Federal and public sector organizations, and the private sector.
• Collecting Data By Electronic And Web-Based Methods: Collecting data by electronic and web-based methods. Publishing in electronic and hardcopy, the survey results and disseminating to survey participants.
• Consulting To Senior Management Officials: Consulting to senior management officials during collective bargaining and other labor- management initiatives in preparation for development of, and during the administration of, a negotiated multi-year Compensation Agreement. Meeting periodically with The Client's and, at The Client's request, union representatives to review financial and program design issues. Preparation of financial exhibits, agenda, summaries of issues, cost analyses, and opinion papers. Serving as a technical expert on compensation and classification during the The Client's collective bargaining process. Costing and issuing analysis of union proposals during course of negotiation.
• Advising The Client's On Legislative And Regulatory Changes: Advising The Client's on legislative and regulatory changes that may affect The Client's programs. Incorporating legislative and regulatory changes in recommendations.
• Writing Or Reviewing Of Job Descriptions, Performing Job Analysis And Evaluation: Writing or reviewing of job descriptions, performing job analysis and evaluation of The Client's positions and reviewing evaluations performed by The Client, as requested. Determining jobs' exemption status relative to the Fair Labor Standards Act, as administered by the U.S. Office of Personnel Management and defined in the code of federal regulations. Meeting with The Client's management, employees and/or their representatives, as needed to gather information needed to evaluate positions, or to explain the methodology and support decisions. Preparing oral and written depositions and testimony and representing the The Client's in person or in writing, if needed, to explain the methodology and to support the evaluations in internal and external review processes, including appeals, grievances, arbitration, or legal action.
• Providing Consulting Services, Including Analysis, Benchmarking, Program Design: Providing consulting services, including analysis, benchmarking, program design, development and implementation as needed for ad hoc requests. Preparing opinion/white papers, cost-benefit analyses, and special reports addressing specific human resources issues.
• Provide Communication Plans And Change Management Strategies: Provide communication plans and change management strategies to ensure successful implementation of any new programs and initiatives resulting from above recommendations.

TEAM PROSIDIAN PERSONNEL SHALL HAVE EXPERIENCE IN THE FOLLOWING:

• Expertise and experience in designing, developing, implementing, communicating, administering and evaluating human resources programs, with emphasis in compensation and classification in large (i.e., over 4,000 employees) geographically dispersed organizations with a technical, multi-faceted mission of national scope.
• Demonstrated successful experience in designing and implementing innovative private and public sector compensation and pay for performance programs, and/or expertise in a unionized environment.
• Experience in job analysis and evaluation, with expertise in making accurate Fair Labor Standards Act (FLSA) exemption determinations, and demonstrated ability to successfully defend those decisions to employees, management, and/or outside parties.
• Expertise in state-of-the art compensation, pay for performance, and awards programs, with the ability to tailor such programs to a public-sector regulatory/operational organization.
• Knowledge of existing laws and regulations pertaining to the federal compensation, classification, performance, and recognition programs, and to the federal financial regulatory agencies.

SENIOR CONSULTANT ENGAGEMENT TEAM MEMBER QUALIFICATIONS:

• Expert knowledge of and extensive experience in classification, FLSA determinations, developing and/or implementing job evaluation programs, including development and writing of job descriptions, job analysis and job evaluation methodology, ensuring sound and fair application of evaluation methodology, explaining and defending the results during internal and external review.
• BS in business administration, human resources or other related field and a minimum of seven (

Provide the foundation on which Planned Parenthood of Metropolitan Washington DC, Inc. (PPMW) builds efficient, professional health centers. As the initial point of contact with clients and the public, the HCA must represent the PPMW commitment to quality healthcare and excellent customer service. Responsible for the performance of front desk, telephone and health care center duties and adherence to PPMWs policies, procedures and medical standards and guidelines, using a customer centered approach to health care delivery.

Core Functions:

• Display initiative in maintaining an attractive and impeccably clean clinic environment, including public restrooms, waiting areas, lab, exam rooms, and reception area.
• Ensure the good working condition of office and lab equipment identifying and reporting malfunctions promptly.
• Participate in PPMWs inventory program to ensure adequate and accurate inventory.
• Participate in all clinic efforts to achieve benchmarks set for excellence of care and productivity.
• Demonstrate consistent excellent customer service.
• Greet clients and visitors in a positive, warm, caring, friendly manner.
• Safeguard the privacy and protected health information of clients in compliance with law and PPMW policies.
• Ensure that Request for Medical Services and Acknowledgement of Receipt of HIPAA Privacy Information has been signed by the client prior to the provision of care.
• Participate in PPMWs Risk and Quality Management (RQM) and Referral Follow-Up programs.

Front Desk/Reception (Function 1)

• Manage flow of clients and visitors in the reception area. Process over the counter sales of medications.
• Process incoming and outgoing faxes.
• Record incoming payments according to PPMW policy and procedure guidelines.
• Maintain adequate inventory of supplies, forms and other items as necessary.
• Collect and input client registration information.
• Provide patients with forms and fact sheets essential to the level of services requested.
• Complete day-end procedures such as preparing deposit and balancing cash drawer according to PPMW policy.
• Maintain strict cash control.
• Assess client finances, which may include verifying insurance, health plan authorization, determining grant eligibility, or determining sliding-fee scale status.
• Ensure that patient visits are initiated, entered and closed in a timely manner.
• Collect fees per PPMW guidelines, and complete appropriate documentation.
• Provide general information and patient education.
• Document phone conversations in patient records as indicated. Facilitate appointment scheduling.
• Triage and refer calls appropriately.
• Assign electronic tasks for RN/clinician calls.
• Disburse contraceptive supplies with correct authorization and documentation.
• Ensure adequate inventory of supplies at dispensing station.
• Ensure that prescription labels are present and product inserts are given as indicated.
• Respond efficiently to requests to telephone/mail/electronic requests for refills.

Family Planning Clinical Assistant (Function 2)

• Collect vital signs (blood pressure, pulse, temperature, height, weight) as indicated for client visits.
• Interview client to attain appropriate information about health history, primary purpose of visit, and needs assessment.
• Work in conjunction with the clinician, RN, or physician.
• Complete chart and billing documentation accurately to include all labs performed, supplies given and patient care.
• Ensure and document that appropriate education/fact sheets are provided for any education provided by the HCA.
• Ensure that informed consent including review of risk, benefits, and alternatives is obtained and all appropriate forms are completed and signed prior to the provision of any special services/procedures.
• Set up, maintain, and clean exam rooms for all procedures (leep, colpo, larc, etc)
• Maintain adequate inventory of all supplies, promptly alert Center Manager of any supply requests.
• Audit exam rooms to ensure supplies are stored correctly and used or discarded prior to expiration.
• Perform venipuncture and finger stick blood collection.
• Perform basic on-site lab tests such as pregnancy testing, urinalysis, hemoglobin, and Rh typing.
• Perform rapid-result HIV testing and short-term counseling in compliance with local regulations and CDC procedures.
• Collect and appropriately prepare and package specimens for transport to off- site laboratories.
• Collect vital signs (blood pressure, pulse, temperature, height, weight) as indicated for client visits.
• Maintain lab according to OSHA and CLIA standards and guidelines.
• Perform routine autoclave maintenance including draining, cleaning, and spore testing.
• Ensure accuracy of lab logs, including findings and follow-up per protocol.
• Perform and record all laboratory controls.
• Participate in laboratory proficiency testing program and annual lab skills competency evaluation.
• Disburse contraceptive supplies with correct authorization and documentation.
• Ensure adequate inventory of supplies at dispensing station.
• Ensure that prescription labels are present and product inserts are given as indicated.
• Respond efficiently to requests to telephone/mail/electronic requests for refills.
• Provide appropriate referrals and information (prenatal care, adoption) to clients who do not desire abortion.
• Discuss clients social support and offer additional supports (talk lines, websites, community resources) as indicated.
• Conduct intimate partner violence (IPV) and reproductive coercion screenings; address positive screenings or refer to RN/clinician/physician.
• Advise client of all abortion methods appropriate for gestational age.
• Educate client about desired abortion method, including review of risks and benefits.
• Ensure that informed consent is obtained, and all appropriate forms are completed and signed.
• Give and document the appropriate fact sheets for any education provided by the HCA.
• Offer information about contraception and safer sex to all clients.

Primary Care Clinical Assistant (Function 3)

• Physical Exams
• Incision & drainage
• Cryotherapy
• EKG
• Rapid Flu Test/Rapid Strep Test
• Fecal Occult Blood Test
• Vaccines/Vaccine Administration
• Maintain adequate inventory of all supplies; promptly alert Center Manager of any supply requests.
• Perform basic on-site lab tests such as urinalysis, hemoglobin, and glucose
• Collect and appropriately prepare and package specimens for transport to off- site laboratories.
• Collect vital signs (blood pressure, pulse, temperature, height, weight) as indicated for client visits.
• Maintain lab according to OSHA and CLIA standards and guidelines.
• Ensure accuracy of lab logs, including findings and follow-up per protocol.
• Perform and record all laboratory controls.
• Participate in laboratory proficiency testing program and annual lab skills competency evaluation
• Provide appropriate referrals
• Conduct intimate partner violence (IPV) and reproductive coercion screenings; address positive screenings or refer to RN/clinician/physician.
• Ensure that informed consent is obtained and all appropriate forms are completed and signed.
• Give and document the appropriate fact sheets for any education provided by the HCA.

Surgery Assistant (Function 4)

• Prepares rooms before and cleans rooms after procedures, ensuring all materials needed by the clinician are present and ready for use.
• Assists the client and clinician as needed during the procedure.
• Supports the client in their immediate post-procedure recovery, including transfer to a monitored recovery area when indicated.
• Recognizes typical/atypical intra- and post-procedure client status and requests assistance appropriately.
• Assess clients pregnancy decision.
• Provide appropriate referrals and information (prenatal care, adoption) to clients who do not desire abortion.
• Discuss clients social support and offer additional supports (talk lines, websites, community resources) as indicated
• Conduct intimate partner violence (IPV) and reproductive coercion screenings; address positive screenings or refer to RN/clinician/physician.
• Advise client of all abortion methods appropriate for gestational age.
• Educate client about desired abortion method, including review of risks and benefits.
• Ensure that informed consent is obtained and all appropriate forms are completed and signed.
• Give and document the appropriate fact sheets for any education provided by the HCA.
• Offer information about contraception and safer sex to all clients.
• Perform and record all laboratory controls
• Perform basic on-site lab tests such as pregnancy testing, hemoglobin, and Rh typing.
• Perform venipuncture and finger stick blood collection.
• Collect vital signs (blood pressure, pulse, temperature, height, weight) as indicated for client visits.
• Interview client to attain appropriate information about health history, primary purpose of visit, and needs assessment.

Qualifications:

• High school diploma, GED or equivalent certification required.
• Certification as medical assistant preferred.
• Minimum 2 years of customer service or related experience preferred.
• Family planning experience preferred.
• Demonstrated ability to perform work accurately and with attention to detail.

Compensation details: 24-28 Hourly Wage

PIe017ed38e1

**DIRECT APPLICANTS ONLY; WILL NOT RESPOND TO RECRUITING FIRMS**

Job Title: Account Manager (Client Services Lead)

Department: Business Development

Reports To: Global Vice President, BD

Environment: Drug Free Workplace

HQ Office: Houston, TX 77046

Location: Remote, requires Travels

Position Summary:

The Account Manager, also known as Client Services Lead (CSL), will primarily focus on strengthening and deepening client relationships and overall account health, ensuring clients receive value from the services provided. Account Managers will be responsible for up-selling and cross-selling of additional service lines that align to both client and Revenew objectives.

Ideal CSL Candidate Profile:

• Seasoned Account Manager with 10+ years of consultative selling at a national/enterprise level
• Current resident of the Houston area with willingness to travel (20-30%)
• A driven sales professional with consultative approach to managing complex client relationships
• Proven track record of meeting and exceeding quotas
• Preference will be given to candidates with an existing rolodex of contacts/relationships at prospective client companies
• Ideal prospective clients are those with $3B+ in annual revenue in Pharma, Automotive, Chemical, Mining, and/or Industrial Manufacturing industries

Essential Duties and Responsibilities:

Client Relationship Management:

• Act as the primary point of contact for clients
• Foster strong relationships at multiple levels within the organization
• Develop relationships with all identified buyer personas in key departments
• Ensure clients are satisfied and address any concerns or feedback
• Address operational concerns - audits taking too long, lack of communication from planner or auditor, etc.
• Address client concerns – known items, giving away issues without fair compensation, etc.
• Monitors and communicates/presents overall audit/project progress, findings, program metrics, and corrective actions to clients (quarterly, but at least annually)
• Creates and develops account delivery plans, i.e. audit/project plans (at least annually)
• Assist operations with client roadblocks (e.g. delayed kick-offs, settlements, timely response to data and system access requests)
• Conduct regular check-ins and strategic discussions to understand evolving client needs (executive summary meetings)
• Responsible for gathering data and compiling presentations for client engagement meetings (including specified portions of status calls) while also leading and guiding these discussions
• Maintain regular onsite presence at clients’ offices (i.e. quarterly visits)
• Assist Operations with escalating disputes to client sponsor when necessary
• Hosting and cultivating client relationships through high-level engagements, such as meals, charitable sponsorships, golf outings, concerts, and sporting events

Account Strategy & Growth:

• Develop strategic account plans that meet both client objectives and our revenue targets
• Work to expand scope of existing services (e.g. larger number of CC audits, expand SPR to cover international locations, etc.)
• Meet annual account growth targets established during annual planning cycles
• Identify and propose additional services that align with the client's and Revenew’s goals
• Monitor market trends to identify opportunities for growth

Contract & Financial Oversight:

• Handle contract renewals, negotiations, and pricing discussions (with client and internally)
• Ensure accounts are profitable, managing forecasted revenue
• Address any billing issues, invoicing and ensure timely payment

Other

• Facilitate regular collaboration with operations teams (PI, SPR, STR, Severance Tax, CC) to continually assess emerging opportunities and address ongoing challenges
• Responsible for status reports, executive summary materials, RFPs, presentations, etc.
• Perform CRM, marketing, social media and internal reporting duties, as assigned
• Leverage client relationship to get peer leads/referrals for the BD Hunters

Qualifications:

Education/Experience:

• Bachelor’s degree in Business Administration, Sales, or relevant field
• At least 10 years of experience as an Account Manager, Key Account Manager, Sales Account Manager, or relevant role
• Demonstrated ability to communicate, present, and influence key stakeholders at all levels of an organization, including executive and C-Level sponsors
• Strong business acumen with a consultative approach to managing complex client relationships
• Proven track record of meeting and exceeding quotas and receiving positive customer feedback
• Adept at handling multiple account management projects simultaneously, while maintaining sharp attention to detail
• Proficient with common CRM software, such as HubSpot, ZoomInfo, LI Sales Navigator etc.

Language Ability:

Dynamic personality with exceptional communication, negotiation, and presentation skills while being an active listener.

Computer Skills:

Strong working knowledge of computers, Microsoft Office Suite, and applicable CRM tools.

Traveling Demands:

Travel is required and will depend on the geographical location of assigned clients. An average of 20-40% of time may be spent traveling to visit clients to perform the above-described roles and responsibilities. Company will reimburse for business-related travels as described in Revenew’s Travel and Business Expense Guidelines.

Compensation:

Competitive base salary commensurate with experience and incentive bonus program, which is based on individual performance.

Pre-engagement requirements:

Revenew International is a Drug Free workplace. All employees and contractors are required to successfully complete background checks and drug tests as part of the pre-employment screening process and prior to starting work for the Company.

E-Verify:

Revenew participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work in the U.S., Revenew is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

Company Description:

Revenew International is a professional services consulting firm specializing in five complementary services – Contract Compliance Reviews, Supplier Payment Reviews, Sales Tax Recovery, Severance Tax Consulting, and Performance Improvement engagements. Headquartered in Houston, TX, the company offers its services across North America. In its 26-year history, Revenew has successfully performed thousands of engagements throughout the U.S., generating more than two billion dollars ($2B) in revenue, cost recovery, and cost reduction benefits for our clients.

PACT RN Case Manager Help Others, Make a Difference, Save a Life.

Do you want to make a difference in people's lives every day? Or help people navigate the tough spots in their life? And do it all while working where your hard work is appreciated? You have a lot of choices in where you work…make the decision to work where you are valued! Join the McNabb Center Team as the PACT RN Case Manager today! The PACT RN Case Manager JOB PURPOSE/SUMMARY Summary of role of team : The Program for Assertive Community Treatment (PACT) is an evidence-based treatment modality designed specifically to serve those with severe and persistent mental illness.

Clients served by PACT are typically diagnosed with a thought disorder, have a history of psychiatric hospitalization, and are unable to engage with more traditional forms of outpatient care.

The goals of PACT are to assist individuals in the reduction of mental health symptoms, to function successfully in the community, to live as independently as possible and to reduce hospitalizations and/or incarcerations.

Goals are tailored to each individual's needs and may be adjusted quickly to respond to changes.

PACT interventions include ongoing assessment, case management, medication management, advocacy, group therapy and goal-oriented individual therapy services.

Crisis support is available 24 hours per day, 7 days per week.

Summary of position : The PACT RN Case Manager serves as a clinical member of a multi-disciplinary team by providing treatment and case management support to clients; Duties include: Referral, linkage, and advocacy services to promote access to resources; Side by side support in the community and during appointments to promote engagement and accurate understanding of information; Ongoing assessment of client functioning to relay information to other members of the clinical team; Crisis intervention and emergency services as needed.

Serves as a specialist for medical concerns and medication issues while administering and delivering medications to clients in both the office and community; Embraces the key values of case management: empowerment, normalization, rehabilitation, and continuity of care TYPICAL WORKING CONDITIONS/ENVIRONMENT PACT is an outpatient program, and the majority of duties are performed in the community and client homes.

Services are limited to those that reside in the Knox County catchment area.

This position does include limited time in the office for team meetings and documentation.

PACT is a fast-paced program best suited for individuals that are flexible and able to multitask while prioritizing the evolving needs and concerns of individuals served in order to promote the highest quality outcomes.

JOB DUTIES/RESPONSIBILITIES This job description is not intended to be all-inclusive; and employee will also perform other reasonably related job responsibilities as assigned by immediate supervisor and other management as required.

This organization reserves the right to revise or change job duties as the need arises.

Moreover, management reserves the right to change job descriptions, job duties, or working schedules based on their duty to accommodate individuals with disabilities.

This job description does not constitute a written or implied contract of employment.

1.

Participates as an active member of a multi-disciplinary team.

Begins and ends workday as scheduled and is accessible by phone when working in the field.

Is on time for and participates appropriately in daily treatment team and weekly treatment planning meetings.

Provides detailed written reports when excused from attending treatment meetings.

Responds appropriately to all EMR flags, emails, and voicemails within 2 working days.

Submits to Services Coordinator, or designee, proposed schedule for the following week by the stated deadline.

Schedules shall include standing appointments, other clinically appropriate appointments (medically related, DHS, Social Security, payee, housing, etc.), and unavailable blocks (break, paperwork, travel time, etc.).

Follows protocol for assigned changes in schedule.

2.

Completes documentation in compliance with CARF and SSOC standards.

Documents client contact per program standards.

Documents the administration of injections within 24 hours of service delivery.

Completes all documents including, but not limited to, 6-month treatment plans, 3-month treatment plans, assessments, and crisis plans on or before stated deadlines.

Demonstrates connection between treatment goals and documented services.

3.

Provides primary case management for an assigned group of clients including ongoing assessment, direct clinical treatment, rehabilitation and support services, and medication delivery.

Provides case management for all program participants as needed and directed by supervisory staff.

Delivers medications daily, twice per week, and weekly to identified clients according to established protocol.

Administers injections to clients as directed by the PACT Prescriber and PACT Lead RN.

Educates all clients as needed regarding medications, symptoms, coping strategies, personal growth and development, etc.

Provides side-by-side support as needed to promote client independence.

Acts as a liaison between clients and community agencies, resources, families, and natural supports to facilitate treatment.

4.

Adheres to defined productivity standards regarding client contact.

Clients on assigned caseload shall be met with a minimum of twice per week, unless this is deemed clinically inappropriate by supervisory staff.

Achieves a minimum of 150 contacts per month.

Failed attempts to engage clients for contact shall be documented.

Compensation: Starting salary for this position is approximately $32.76/hr based on relevant experience and education.

Schedule: Schedule is variable and includes a mix of 8am
- 5pm and 11am
- 8pm shifts.

Shifts include a rotation of both weekends and holidays.

Staff provide on call coverage that may include overnight contact with clients.

This position includes some flexibility to allow for coverage during staffing shortages.

Travel : Mostly limited to Knox County with the rare potential for travel to surrounding counties.

This position does require the transportation of clients in a personal vehicle.

Equipment/Technology: This position requires the use of basic technology including a cell phone and computer.

Equipment/Technical Competency : Must possess basic computer skills along with the ability to learn how to successfully navigate the electronic medical record.

QUALIFICATIONS
- PACT RN Case Manager Experience / Knowledge: At least one year of experience working with the SPMI population preferred.

Must have the ability to relate positively with and be emotionally supportive of clients with severe and persistent mental illness.

Education / License : Must have either a Bachelor's or Associate's degree in nursing.

Must have licensure as a registered nurse in the state of Tennessee.

Clinical experience preferred.

Physical/Emotional/Social
- Skills/Abilities: Must have a strong commitment to the right and ability of each person with a severe and persistent mental illness to live in and engage with the community while maintaining access to competent and appropriate support services.

Must have a demonstrated ability to abide by professional/ethical codes of conduct and to establish supportive and respectful relationships with clients.

Must be able to achieve and maintain CPR and HWC certifications.

Must maintain a valid driver's license with an F endorsement, and well as access to a personal vehicle.

Must be able to see and hear normal tones.

Frequent sitting, standing, walking, bending, stooping, and reaching.

Possible exposure to biological hazards.

Location: Knox County, Tennessee Apply today to work where we care about you as an employee and where your hard work makes a difference! Helen Ross McNabb Center is an Equal Opportunity Employer.

The Center provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment.

Helen Ross McNabb Center conducts background checks, driver's license record, degree verification, and drug screens at hire.

Employment is contingent upon clean drug screen, background check, and driving record.

Additionally, certain programs are subject to TB Screening and/or testing.

Bilingual applicants are encouraged to apply.

Compensation details: 32.76-32.76 Hourly Wage PI3356726500a1-25448-39833449

Join us as a Senior, AI Workplace Transformation Consultant

You’ll play a pivotal role in delivering successful organisational change, backed by experience and knowledge of PROSCI, Kotter or other change frameworks, while also helping clients unlock the full potential of Microsoft 365, Copilot, Copilot Studio, Viva and more. You’ll develop and implement advanced change management strategies; drive people change and enablement and ensure that new solutions are adopted smoothly and deliver measurable value.

You’ll be a self-starting, adaptable, and energetic individual who thrives in fast-paced environments. You’ll bring strong experience in consultative client engagements, be open to challenge and feedback, and feel confident constructively challenging clients to ensure the best outcomes for everyone involved. A growth mindset is essential, along with a clear expectation that you’ll actively contribute to the continuous improvement of Changing Social.

Location: Nashville Tennessee / Remote Time zone: Eastern or Central preferred

Key Responsibilities:

Change Management Strategy

• Lead the design and execution of advanced change management strategies for clients adopting Microsoft 365 and Copilot solutions.
• Apply proven methodologies to build adoption plans, communications, and training tailored to diverse audiences.
• Ensure all change activities align with client business goals and deliver measurable outcomes.

Stakeholder Engagement

• Lead stakeholder mapping, engagement planning, and delivery of sessions to secure buy-in at all levels.
• Advocate, support, coach and mentor senior leaders in the importance and necessity of change.
• Build strong, trusted relationships with client sponsors, technical leads, and end users.
• Facilitate workshops and feedback sessions to ensure adoption challenges are addressed proactively.

Adoption Metrics, Reporting & Value Realisation

• Develop and implement measurement frameworks to track adoption, usage, and ROI of Copilot and other Microsoft solutions.
• Use reporting tools to monitor project effectiveness and recommend data-driven improvements.
• Communicate adoption progress and value realisation to key stakeholders and sponsors.

Microsoft 365, Copilot, Copilot Studio & AI Agents

• Understand, identify, scope and support the elements of the M365 Modern Workplace Applications that are of direct impact to the clients needs.
• Be well versed in the identification of business workflows and processes. Capable in crafting new ways of working that utilise the M365 platform and drive real world ROI.
• Deliver Copilot projects and custom conversational AI agents to meet client needs.
• Advise clients on best practices for creating and managing AI-powered solutions that enhance workflows and productivity.
• Translate functionality into clear guidance for end users, ensuring solutions are user-friendly and deliver on their promise.
• Collaborate closely with technical teams and developers to align AI deployments with user needs and organisational policies.

Product & AI Knowledge

• Leverage deep understanding of our solutions to assess client needs and recommend the most suitable products or agents that deliver optimal value and outcomes.
• Maintain up-to-date knowledge of Microsoft 365, Copilot for Microsoft 365, Copilot Studio, and broader M365 modern work platform
• Deliver client training sessions, Q&A drop-ins, and knowledge-sharing to embed new ways of working.
• Keep up to date of Microsoft’s AI roadmap to guide clients on upcoming features and capabilities.

Client Relationship Management & Pre-Sales

• Build and maintain long-term client relationships.
• Embed as a trusted advisor who can spot business benefits for our clients and build proposals and services to support those needs both commercially and via delivery.
• Support the sales team in scoping client needs, delivering demos, and showcasing our Copilot capabilities.
• Contribute to proposals and presentations, bringing both change management and technical expertise.

Qualifications

Education:

• Bachelor or masters degree in Business, Organisational Development, Information Technology, Anthropology or a related field is preferred but not essential.

Experience:

• 5+ years of experience in adoption and change management, with at least some exposure to configuring or supporting Microsoft 365 solutions.
• Hands-on experience working with Microsoft 365 products, Copilot Studio, Power Virtual Agents, or similar conversational AI tools is highly desirable.

Certifications:

• Relevant change management certification (e.g. PROSCI) required. Or significant proven track record and specific detailed knowledge of change frameworks.
• Desirable: Microsoft Certified: Power Platform Functional Consultant Associate (PL-200), Power Platform Solution Architect Expert (PL-600), or equivalent Copilot Studio certifications.

Skills

• Advanced knowledge of change management tools and methodologies.
• Strong analytical, problem-solving, and decision-making skills.
• Ability to communicate complex technical ideas clearly to non-technical audiences.
• Excellent stakeholder engagement and client relationship management skills.
• Confident in facilitating workshops and training sessions.
• Proactive, curious, and adaptable mindset with a passion for emerging AI capabilities.

Core Competencies

• Knowledge & Experience: Advanced knowledge of Microsoft 365, Copilot Studio, and change management best practices. Mentor colleagues and leads client training.
• Business Impact: Leads complex projects, drives measurable adoption, and supports business development.
• People & Team Management: Coaches junior team members, resolves issues, and drives collaboration.
• Communication & Influence: Communicates effectively with clients and internal teams, translating between technical and non-technical contexts.
• Problem Solving & Innovation: Designs creative solutions for adoption challenges, drives continuous improvement, and keeps up to date with the AI landscape.

Why Join Changing Social?

We are an equal opportunity employer, celebrating diversity and committed to creating an inclusive environment for all employees. We are on an exciting journey of growth that offers huge potential for ambitious and likeminded people. Changing Social has ambitious plans for the future. We aim to expand our team substantially in the coming years, having grown 58% over the past 12 months, with growth plans to hit a head count of 200 over the next three to five years.

Our culture is built on the values of Lovability, Openness, Versatility, and Enthusiasm. We thrive on creativity, embrace diversity, and are passionate about delivering exceptional service. As a rapidly growing company with a global footprint and a head office in the UK, we cater to an international audience while maintaining a localised approach where necessary.

Benefits:

• Annual Leave: 23 days of annual leave per calendar year, excluding Public Holidays, with an additional day for each year of employment up to a maximum of 5 days.
• Additional Leave: Gain an additional day of leave for each year of service, up to a maximum of 5 days.
• Annual Leave Carry Over: Carry over up to 5 days of unused annual leave to the next year.
• Festive Period: Business closure for a week during the festive period in December.
• Public Holidays: Flexibility to work over public holidays if desired or required, with time taken back on a subsequent day.
• Pension Scheme: 2% 401k employer contribution, 5% employee contribution.
• Flexible Working: Manage your own time to improve work-life balance and facilitate managing international time zones.

Additional Benefits:

Health and Wellbeing:

• US Health, Vision and Dental Plan
• My Mind Pal Wellbeing App

Financial Security:

• Bravo Perks: Points schemes and vouchers.
• Bravo Hub: Access to discount codes.
• Financial Wellbeing Tools: Budget planners, money-saving tools, and financial education resources.

Personal Development:

• Paid Microsoft Training and Certifications: Enhance your professional skills with company-sponsored training.

More about Changing Social

Our culture is built on the values of Lovability, Openness, Versatility, and Enthusiasm. We thrive on creativity, embrace diversity, and are passionate about delivering exceptional service. As a rapidly growing company with a global footprint and a head office in the UK, we cater to an international audience while maintaining a localised approach. Our POP values Preparation, Ownership, and Pride are the behaviours that underpin our high-performance culture. They’re how we turn our values into action, every day.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Account Manager at McGriff, a division of Marsh McLennan Agency (MMA).

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Build and maintain key client and carrier relationships by phone, email, and in person.
• Execute a comprehensive client service plan for all assigned accounts that address their business needs and risk management goals.
• Lead the client service team in service activities related to administration, billing, claims issues, and problem solving.
• Coordinate internal/external activities to ensure both new and renewal accounts are handled in a timely, accurate, and professional manner.
• Continually seek cross-sell opportunities and suggest new lines of coverage.
• Monitor and manage the renewal process for assigned clients. Coordinate meeting with client and/or Producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
• Lead the marketing of accounts of smaller, less complex accounts.
• Independently prepare marketing information for smaller and/or less complex accounts for Producer or client. Provide required information to Producer and participate in presenting options to the client.
• Manage the implementation process; prepare and deliver all applicable forms to client.
• Formulate a plan with Producer to conduct relationship management meetings and/or visits with assigned clients.
• Proficient in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in client management system(s). Also, understand how to use the system to acquire information to assist clients.
• Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
• Mentor team members.
• Other duties and responsibilities as requested by management.

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor's degree or equivalent education and related training.
• 1-2 years of relevant insurance industry experience.
• Appropriate insurance license(s).
• Strong client relation skills to build and maintain positive business relationships with clients and market contacts; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems.
• Ability to utilize leadership skills by providing direction, constructive feedback, development and training while additionally being able to motivate others to maximize productivity and team morale.
• Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite.
• Ability to travel, occasionally overnight.

Preferred Qualifications:

• Advanced degree.
• Certification in field of endeavor.
• Experience with Requests for Proposal.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid Work
• Charitable contribution match programs
• Stock purchase opportunities

To learn more about McGriff, a division of Marsh McLennan Agency, check us out online: information on careers visit: or flip through our recruiting brochure: us on social media to meet our colleagues and see what makes us tick:

• :// :// :// :// /marsh_mma

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

The applicable base salary range for this role is $47,800 to $89,100.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Company Description

Press Ganey is the leading experience measurement, data analytics, and insights provider for complex industries-a status we earned over decades of deep partnership with clients to help them understand and meet the needs of their key stakeholders. Our earliest roots are in U.S. healthcare -perhaps the most complex of all industries. Today we serve clients around the globe in every industry to help them improve the Human Experiences at the heart of their business. We serve our clients through an unparalleled offering that combines technology, data, and expertise to enable them to pinpoint and prioritize opportunities, accelerate improvement efforts and build lifetime loyalty among their customers and employees.

Like all great companies, our success is a function of our people and our culture. Our employees have world-class talent, a collaborative work ethic, and a passion for the work that have earned us trusted advisor status among the world's most recognized brands. As a member of the team, you will help us create value for our clients, you will make us better through your contribution to the work and your voice in the process. Ours is a path of learning and continuous improvement; team efforts chart the course for corporate success.

Our Mission:

We empower organizations to deliver the best experiences. With industry expertise and technology, we turn data into insights that drive innovation and action.

Our Values:

To put Human Experience at the heart of organizations so every person can be seen and understood.

• Energize the customer relationship:Our clients are our partners. We make their goals our own, working side by side to turn challenges into solutions.

• Success starts with me:Personal ownership fuels collective success. We each play our part and empower our teammates to do the same.

• Commit to learning:Every win is a springboard. Every hurdle is a lesson. We use each experience as an opportunity to grow.

• Dare to innovate:We challenge the status quo with creativity and innovation as our true north.

• Better together:We check our egos at the door. We work together, so we win together.

This position is responsible for the successful ingress of client data into Press Ganey databases. Client data is used to generate surveys (mail, phone and email) and to capture patient, employee and demographics for.

Job Duties:

• Creating new and updating existing InfoTurn import templates: Working in the TESTINFO & INFOTURN databases to create templates that will capture records from client uploads. Writing logical expressions to pull data from the files as necessary. Working with Account Managers and client IT contacts to verify upload settings such as languages, sampling, precodes, etc... Using tools to test and validate data. Submits for quality inspection by Senior/Lead EDI. Create FTP account and train client on the transmission process. Monitor uploads after implementation to ensure data imports are successful.
• EDI Cases: works independently to address open EDI cases. Writes advanced SQL statements to troubleshoot and define error causes. Reviews and deciphers FTP Server logs to troubleshoot and resolve advanced connection issues. Removes/alters data residing in the InfoTurn database and coordinates approval from appropriate departments (i.e. InfoTurn, Public Reporting, DAR, Client Experience). Upon request from Client Experience, Patient Advisory Services, Public Reporting or the client, the Senior EDI researches uploaded data concerning records processed, duplicates, errors, mailed, undeliverable, data integrity, FTP connection issues, etc... via V-Train (SQL), Intranet reports, Modify demograph, File Import Explorer, Ppatdemo, File Parser, Ultra-Edit, WS_FTP and/or visual inspection of the imported files.
• Communication: Work with both client and PG staff to coordinate the receipt of test data, data-mapping, and live updates. Explain upload methods and required changes to data. Document and communicate account status to client contacts, Client Experience, Public Reporting and Sales.
• Serve as the assigned EDI resource for large enterprise clients. Manage onboarding of new enterprise clients. Manage and implement newly purchased services and changes to existing client file layout(s). Attend scheduled, recurring and impromptu meetings regarding implementation and service issues. Provide ongoing support for all transmission, configuration and data integrity issues.
• Complete SRF update requests: Update import templates according to custom SRF changes not performed by SRF automation. Including add/remove languages, exclusions, custom expressions, custom lookups, etc... Test and validate data by importing data into the test info database and review stored data to assure accuracy.
• Provide phone support: Answer incoming client phone calls. Address issues relating to imported data, upload file errors, FTP transmission and connection errors. Provide second level support for issues escalated from Associate EDI Specialists and EDI Specialists. Provide direction, correct configuration issues or escalate to Lead EDI, EDI Manager or development teams. Attend scheduled client conference calls.
• Training and mentoring: Assist with training EDI new hires on various subject matters including PG developed applications, off the shelf applications, database structure and PG/EDI policies and procedures. Assist with training new hire Account Managers on Import Maintenance/SRF, CRM and Sales Force. Mentor Associate EDI Specialists, EDI Specialists and Account Managers as needed. Address questions from other departments.
• Participates in planning, user acceptance testing and testing of deployed bug fixes/feature enhancements. Works with developer teams to test and troubleshoot new software/hardware technology products.

Don't meet every single requirement?Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Press Ganey 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 anyways. You may be just the right candidate for this or other roles.

Additional Information for US based jobs:

Press Ganey Associates LLC is an Equal Employment Opportunity/Affirmative Action employer and well committed to a diverse workforce. We do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, veteran status, and basis of disability or any other federal, state, or local protected class.

Pay Transparency Non-Discrimination Notice - Press Ganey will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

The expected base salary for this position ranges from $54,000to $70,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus tied to achieved results.

All your information will be kept confidential according to EEO guidelines.

Our privacy policy can be found here:legal-privacy/

Clinical Program Manager - Essex Management

Remote in US except, if in Maryland, DC, VA & Delaware; must be comfortable in being on client site at least once a week.

This position supports "Essex, an Emmes Company". Essex is a biomedical informatics and health information technology-focused consultancy founded in 2009 and headquartered in Rockville, MD. The Essex team comprises experts with extensive experience in strategically developing and managing complex health and biomedical information programs for clients in the Federal Government, research academia, and private sectors.

Emmes Group: Building a better future for us all.

Emmes Group is transforming the future of clinical research, bringing the promise of new medical discovery closer within reach for patients. Emmes Group was founded as Emmes more than 47 years ago, becoming one of the primary clinical research providers to the US government before expanding into public-private partnerships and commercial biopharma. Emmes has built industry leading capabilities in cell and gene therapy, vaccines and infectious diseases, ophthalmology, rare diseases, and neuroscience.

We believe the work we do will have a direct impact on patients' lives and act accordingly. We strive to build a collaborative culture at the intersection of being a performance and people driven company. We're looking for talented professionals eager to help advance clinical research as we work to embed innovation into the fabric of our company. If you share our motivations and passion in research, come join us!

Primary Purpose

We are seeking a highimpact, strategic, and executionoriented directorlevel Program Manager to lead and mature the organization's program strategy, delivery excellence, and client enablement capabilities. This role provides both strategic leadership and handson management, including direct oversight of staff and responsibility for career development, coaching, and performance management.

This role will shape how internal departmental initiatives and client programs are planned, governed, staffed, measured, and communicated, ensuring delivery rigor while enabling flexibility and innovation across diverse client environments.

This role works in close partnership with portfolio, engineering, bioinformatics, data science, and business development leadership to ensure integrated delivery, effective resource utilization, proactive risk management, and an exceptional client experience.

The ideal candidate is a decisive people leader and systems thinker who thrives in complex and evolving environments, balances strategy with execution, and brings a strong client first mindset. Success requires the ability to influence at the executive level, mature organizational capabilities, and cultivate a collaborative, empowered team culture that supports excellence in deliveryfirst mindset. Success requires the ability to influence at the executive level, mature organizational capabilities, and cultivate a collaborative, empowered team culture that supports excellence in delivery.

• Establish and execute departmental goals and objectives aligned to enterprise strategy, contract priorities, and client mission outcomes; define and monitor KPIs to drive accountability and data-informed decision-making.
• Design, implement, and continuously mature program management, governance, and delivery enablement frameworks that scale across portfolios while ensuring compliance with federal, regulatory, and organizational standards.
• Provide executive-level visibility into portfolio, program, and project health through standardized dashboards, metrics, and reporting-enabling proactive management of risks, issues, dependencies, and performance trends.
• Partner with portfolio and divisional leadership to support investment prioritization, funding decisions, and resource allocation, balancing client commitments, growth objectives, and staff sustainability.
• Ensure full lifecycle contract execution excellence, including initiation, execution, closeout, client reporting, lessons learned, and continuous improvement integration.
• Lead people management strategy for the department, including performance management, career development, succession planning, training pathways, and promotion readiness.
• Own departmental workforce and strategic resource planning, including forecasting, recruitment, onboarding, capacity planning, skills development, and certification alignment.
• Ensure compliance with staff allocations plans, time reporting, and internal policies across billable, internal, and strategic initiatives.
• Actively support business development efforts, including RFP solutioning, staffing models, transition planning, delivery onboarding, and ongoing executive client engagement.
• Champion quality-by-design principles across all delivery artifacts and processes; oversee SOP evolution, process training, internal audits, and continuous improvement initiatives.
• Maintain strong awareness of industry, regulatory, and technology trends; represent the organization through thought leadership, publications, conferences, and strategic forums.

Required Skills:

• Advanced expertise in program, portfolio, and PMO leadership, including framework design, governance models, and delivery maturity assessments (e.g., PMI, PMO, Agile/Hybrid environments).
• Strong command of program operations, including financial management, forecasting, risk and issue management, resource optimization, and executive reporting.
• Demonstrated experience leading complex life sciences and health IT programs supporting clinical research, bioinformatics, public health, biomedical informatics, and regulated data environments.
• Exceptional communication and executive presence, with the ability to influence senior leaders, advise clients, and align cross-functional teams around shared outcomes.
• Proven problem-solving and systems-thinking capabilities, with a track record of driving process improvement, operational scalability, and organizational maturity.
• Ability to rapidly assess priorities, adapt to evolving client environments, and translate strategy into executable roadmaps.
• Strong regulatory and compliance knowledge, including clinical research regulations, healthcare privacy, and federal IT compliance standards (e.g., FDA, 21 CFR Part 11, HIPAA, FISMA, FedRAMP, CMMI, ISO).
• Experience operating in federal health environments (e.g., HHS, NIH, NCI), with familiarity across consulting delivery models, contract vehicles, and business development lifecycle.

Required Areas of Focus:

Program Management Leadership

• Own and evolve client-facing program and project roadmaps, ensuring alignment with mission goals, regulatory requirements, funding constraints, and delivery capacity
• Contribute to standardized BD-to-Delivery transition processes, ensuring early engagement, clarity of scope, staffing, budgets, timelines, and accountability prior to execution.
• Ensure consistent contract execution through disciplined tracking of deliverables, milestones, financials, and performance metrics, including CPAR inputs and self-assessments.
• Design, maintain, and continuously improve enterprise delivery dashboards, providing visibility into:

• • Program and project health summary
  • Resource utilization and capacity
  • Budget performance and forecasting
  • Risk and issue trends
  • Key milestones and outcomes

Contract performance and quality metrics

• Establish and enforce a structured reporting cadence to support proactive leadership engagement and timely decision-making:

• • Weekly: Project and program status
  • Monthly: Portfolio performance and financial reviews
  • Quarterly: Strategic outlook, risk posture, and growth alignment

• Serve as a senior client relationship leader, cultivating trusted partnerships and proactively identifying opportunities to enhance delivery value and expand engagements.

Financial & Resource Management

• Partner with leadership teams to define, manage, and optimize portfolio, program, and project-level budgets.
• Develop and maintain a comprehensive resource capability matrix capturing skills, certifications, experience, performance insights, and availability.
• Optimize workforce utilization by aligning staffing decisions with delivery needs, staff development goals, and long-term organizational strategy.
• Lead and support staff transitions, onboarding, promotions, and role changes with minimal delivery disruption.
• Drive training and capability development strategies aligned to SOPs, industry standards, and evolving client needs.

Stakeholder Engagement & Communication

• Act as a senior liaison between executive leadership, program teams, and client stakeholders.
• Strengthen client partnerships through structured feedback mechanisms, contract / project performance reviews, and strategic planning engagements to support change agility and account growth.
• Enable cross-division collaboration to ensure integrated delivery and shared accountability.
• Communicate performance, risks, and opportunities through clear dashboards, briefings, and executive presentations.

Advisory & Consultation

• Provide strategic advisory services to internal and external stakeholders navigating complex program and project and delivery challenges.
• Translate technical, business domain, and operational concepts into actionable strategies that enable informed decision-making.
• Serve as a trusted advisor supporting both delivery excellence and organizational growth.

• Education: Bachelor's degree required; Master's degree in a scientific, health, or program management discipline preferred. PMP or equivalent certification desired.
• Experience: Minimum of 10 years in senior program strategy and delivery leadership roles across federal, academic, and private-sector environments.
• Program Leadership: Extensive experience program management, PMO leadership, governance, financial management, and large-scale delivery enablement.
• Industry Knowledge: Strong background in life sciences, clinical research, bioinformatics, health informatics, and public health.
• Leadership & Business Acumen: Proven ability to lead distributed teams, manage complex stakeholder environments, and influence at the executive level.
• Business Development: Demonstrated success supporting client growth, solution design, and consulting delivery models.
• Federal Health IT Experience: Experience supporting HHS, NIH, NCI, or similar agencies strongly preferred.

Why work at Emmes?

At Emmes, your actions and hard work will have a direct impact on public health initiatives, both globally and in our local communities with opportunities for volunteerism through our Emmes Cares community engagement program. We offer a competitive benefits package focused on the health and needs of our growing workforce, including:

• Flexible Approved Time Off

• Tuition Reimbursement

• 401k Retirement Plan

• Work From Home Anywhere in the US

• Maternal/Paternal Leave

• Casual Dress Code & Work Environment

CONNECT WITH US!

Follow us on Twitter - @EmmesCRO

Find us on LinkedIn - Emmes

The Emmes Company, LLC is an equal opportunity employer and does not discriminate in its selection and employment practices. All qualified applicants will receive consideration for employment without regard to disability or protected veteran status.

#LI-Remote

The Account Administrator works within the client service team to ensure accuracy of information and manage workflows and processes. Provides administrative and client support to the Commercial Insurance Department.

Position Responsibilities

• Receive emails and calls from carriers/lenders/clients and Lockton associates as the first line of contact for client service
• Create, modify, and ensure accuracy of Client Profile Information
• Ensure accuracy and timeliness of Surplus Lines Filings and determination of what filings are needed
• Create and Maintain Client Claims Manual
• Manage Incoming Client/Carrier Correspondence and Review/Decide Appropriate Action
• Initiate, Guide Renewal Service Cycle and Ensure TimeLine is Met
• Gather and Review Renewal Information from Client
• Ensure proper filing of client/carrier correspondence within Document Management System
• Manage Policy E-delivery to Client
• Review, file, and process all client specific new mail
• Ensure proper filing of client/carrier/internal correspondence, policy documents, etc. in document management system per P&C guidelines
• Track/Reconcile and ensure accuracy of incoming and outgoing client premium, invoices, and work with appropriate internal specialist teams to correct accounting issues or to decide best approach for differing situations
• Check audits for accuracy, process, send instructions for invoicing and determine when to confer with AE/AM regarding concerns
• Execute all changes for policies, monitor for receipt and accuracy of endorsements, maintain accuracy of client exposures information when making endorsement requests, and ensure invoicing is accurate and completed in a timely manner
• Provide premium breakdowns/premium summaries, as requested
• Manage client/account team/carrier/internal Lockton team associates' expectations regarding workflows, special projects
• Ensure appropriate information provided for completion of policy checks for policy checking team
• Work with team to update and ensure accuracy of proposals/summaries/final and accepted proposal
• Ensure accuracy regarding client information in systems
• Review incoming client certificate requests and provide instructions for processing
• Work with client to ensure carrier applications are completed
• Make a positive contribution to customer satisfaction and continuously strive to improve service to the customer
• Comply with Lockton's policies and procedures, including appropriate documentation
• Attend education workshops, and carrier functions, when requested
• Perform other work-related duties as assigned

Position Qualifications

• Bachelor's Degree in Business Administration or related field and/or years of experience equivalent
• General understanding of commercial property and casualty coverages preferred
• Company or agency experience in commercial insurance services desired
• Understanding of commercial rating concepts preferred
• Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manner
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• High aptitude for accuracy in mathematical calculations
• Strong attention to detail required
• Understands industry trends and governmental regulations
• Readiness to expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance education beyond continuing education requirements as needed
• Organizational and time management skills to prioritize heavy workloads to meet time-sensitive deadlines
• Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information
• Legally able to work in the United States