Embark Agency Jobs in Usa

Position Title: Agency Director – Home Health Operations

Location: Rockville, Maryland (serving Maryland and Washington, DC)

Position Status: Full Time

Pay Rate: $100,000–$120,000 annually (commensurate with experience)

We are seeking a strategic and results-driven Agency Director to lead home health operations across Maryland and Washington, DC. This executive-level leadership role is ideal for a high-performing healthcare operations professional with expertise in home care management, regulatory compliance, staffing leadership, financial oversight, and quality improvement.

The Agency Director serves as the operational authority for the agency, ensuring excellence in clinical operations, workforce management, client services, compliance, and financial performance. This leader partners cross-functionally with senior leadership, HR, clinical teams, and community stakeholders to drive sustainable growth, operational efficiency, and exceptional patient care outcomes. This role is best suited for a proactive leader who thrives in fast-paced healthcare environments, embraces accountability, and brings structure and clarity to complex operational challenges.

Key Responsibilities:

• Provide hands-on leadership and oversight of daily home health agency operations
• Manage client escalations, staffing challenges, clinical issues, and incident resolution
• Ensure adequate staffing coverage, workforce stability, and proactive risk mitigation
• Oversee intake, admissions, care coordination, and continuity of care processes
• Review and approve payroll, billing, overtime, and rate adjustments to ensure financial integrity
• Monitor and analyze KPIs including census growth, hours billed, overtime utilization, staffing gaps, and compliance metrics
• Maintain full regulatory compliance with Maryland RSA/COMAR and Washington, DC HSA regulations
• Lead audit preparation, inspections, accreditation readiness, and license renewals
• Recruit, onboard, mentor, and performance-manage interdisciplinary teams
• Build and maintain strong relationships with hospitals, healthcare systems, referral partners, and community organizations
• Drive operational excellence, quality improvement initiatives, and scalable process development

Required Skills/Education:

• Minimum 5+ years of progressive leadership experience in home health, home care, or healthcare operations management
• Demonstrated success managing staffing models, compliance programs, and operational KPIs
• Strong working knowledge of Maryland and/or Washington, DC home care regulations
• Experience overseeing budgeting, payroll, billing, and financial performance metrics
• Proven ability to lead high-performing teams and manage organizational change
• Excellent executive communication skills and leadership presence
• Strong decision-making skills with a solutions-oriented and accountable mindset
• Bachelor’s degree in Healthcare Administration, Business Administration, Nursing, or related field preferred

About Seneca Resources

At Seneca Resources, we are more than just a staffing and consulting firm, we are a trusted career partner. With offices across the U.S. and clients ranging from Fortune 500 companies to government organizations, we provide opportunities that help professionals grow their careers while making an impact. When you work with Seneca, you’re choosing a company that invests in your success, celebrates your achievements, and connects you to meaningful work with leading organizations nationwide. We take the time to understand your goals and match you with roles that align with your skills and career path. Our consultants and contractors enjoy competitive pay, comprehensive health, dental, and vision coverage, 401(k) retirement plans, and the support of a dedicated team who will advocate for you every step of the way. Seneca Resources is proud to be an Equal Opportunity Employer, committed to fostering a diverse and inclusive workplace where all qualified individuals are encouraged to apply.

Type: Independent Contractor / Business Owner

Are you ready to be your own boss, control your income, and build something that's truly yours?
Farmers Insurance® is looking for driven, entrepreneurial leaders to own and operate their own Retail Insurance Agency. This is your chance to create a business with unlimited earning potential and the full backing of one of America's most trusted brands.

• Freedom of Time – Set your own schedule and take control of your work-life balance.

• Unlimited Income Potential – You decide how far you go. Top performers earn $250K–$500K+ annually.

• Ownership & Equity – Build a business with real value. Many agencies resell for 2–4× annual earnings.

• Diverse Product Access – Offer solutions from Farmers plus 40+ additional carriers through Kraft Lake & Choice.

• Startup Incentives – Receive bonuses and financial support during your first 3 years to fuel your growth.

• Financial Services Expansion – Add life, annuity, and investment products with a new RIA platform launching soon.

• Relationship-Driven – Work with the clients and communities you choose.

• Average Established Agents: $100K–$150K annually

• Top Performers: $250K–$500K+ annually

• Exit Value: sell service and commission rights on the open market 

This is not just another job — it's a path to long-term wealth, independence, and legacy.

• Capital: Minimum $30K cash (ideally $100K+ to accelerate growth)

• Licensing: P&C and Life & Health preferred; securities licenses a plus

• Experience: Strong background in sales, leadership, or business ownership

If you're a motivated professional ready to build a business, not just work for one, this is your opportunity to make it happen. Farmers Insurance provides the brand, support, and tools — you bring the drive to succeed.

Apply today to learn more about launching your Farmers Insurance Agency in Alabama.

• Legal Advice & Counsel:
  • Provide expert legal advice on complex, sensitive, and urgent privacy, data protection, and cybersecurity matters related to OIP and Administration priority initiatives.
  • Advise on federal, state, and local privacy laws and regulations impacting City agencies and citywide initiatives.
  • Prepare privacy impact assessments and advise on privacy implications of proposed technologies and data use initiatives.
• Policy & Legislation:
  • Shape, draft, and review privacy-related policies, legislation, and citywide guidance.
  • Monitor and provide legal analysis concerning legislative and regulatory developments in privacy, data security, and cybersecurity, briefing relevant stakeholders.

• Contracts & Agreements:
  • Drive, review, and negotiate various legal documents and agreements, including Memoranda of Understanding (MOUs), non-disclosure agreements (NDAs), data sharing agreements, terms of service, multi-agency data integration agreements, and business use cases.
• Compliance & Training:
  • Draft policies, guidance materials, templates, presentations, and training documents to support agency compliance with privacy laws and regulations.
  • Develop and conduct privacy-related training programs for City agency personnel.
• Stakeholder Engagement & Representation:
  • Represent OIP and the Chief Privacy Officer in national and international privacy organizations, leading collaborations, and at senior-level meetings or interagency/internal working groups as needed.
  • Manage relationships and drive intergovernmental affairs with the Mayor's Office, City Council, and other key government stakeholders regarding privacy matters.
  • Engage with the public on privacy matters, including potentially speaking on panels, contributing to publications, and working with media (as directed by OIP leadership).
• Strategic Support:
  • Prepare legal briefs and provide strategic support and advice to government officials and city leadership on privacy matters.
  • Handle special projects and initiatives, as assigned by OIP leadership.

• Admission to the New York State Bar and in good standing.

• Providing legal advice on a range of complex U.S. privacy and data security laws and regulations (e.g., NYC Identifying Information Law, GDPR implications for US entities, CCPA/CPRA, HIPAA, state breach notification laws, and other relevant federal, state, and local statutes).
• Drafting, reviewing, and negotiating a variety of privacy-related legal documents and commercial agreements (e.g., MOUs, NDAs, data sharing/processing agreements, terms of service, master service agreements with privacy implications).
• Developing and drafting organizational privacy policies, internal/external legal guidance, compliance materials, and templates.
• Conducting or providing significant legal support for privacy impact assessments, data protection impact assessments, or similar privacy risk analyses.
• Advising on the privacy and data security implications of new or emerging technologies, digital services, or data use initiatives.
• Supporting the implementation or operation of components of an enterprise-level or significant organizational privacy program.
• Monitoring, analyzing, and advising on privacy-related legislative and regulatory developments and their impact.

• Demonstrated experience in providing strategic legal counsel and clear advice on complex privacy matters to senior leadership, government officials, or equivalent executive-level stakeholders.
• Proven ability to communicate complex legal and policy concepts clearly, concisely, and effectively (both written and verbal) to diverse audiences, including non-legal and technical stakeholders.
• Verifiable experience collaborating effectively within interdisciplinary teams (e.g., with IT, policy, operations, other legal counsel) to develop and implement privacy solutions.

Opportunity

Our Sacramento office is currently seeking an attorney with 1 to 4 years as a practicing attorney, with familiarity of working to support public agencies including cities and school districts throughout California. Expertise in governance and experience advising public boards, councils, or commissions is a plus. This opportunity is ideal for attorneys with a strong desire to learn and a passion to work with public agencies.

Duties and Responsibilities

• Advising city councils, boards, and commissions during public meetings and closed sessions.

• Drafting and reviewing ordinances, resolutions, contracts, and policies.

• Providing counsel on issues related to the Brown Act, Public Records Act, conflicts of interest, and other public law matters.

• Handling matters involving public procurement, real property, and economic development.

Qualifications

• Juris Doctor (J.D.) degree from an accredited law school.

• Admission to the State Bar of California and in good standing.

• Strong legal research, writing, and analytical skills.

• Excellent communication and interpersonal abilities.

• Strong interest and/or experience working with public agencies

Salary - $120,000 - $225,000/year

Lozano Smith is committed to giving all employees the opportunity to experience meaningful, impactful work. We consider a variety of factors, including skills, qualifications, and experience, among others. We provide competitive salary, benefits, and bonus programs.

We are seeking a detail-oriented and organized Travel Manager to join our team. Must have Travel Management experience, business travel industry, corporate travel operations, hotel industry, or travel technology, not just a travel arranger!

Havas Network is home to more than 10,000 professionals that offer best-in-class services in the fields of media planning and buying, mobile strategy, data consulting, performance marketing, location-based media and social media across 150 countries worldwide.

The Travel Manager responsibilities include managing corporate travel service providers, support to negotiations contracts and managing relationships with travel suppliers, assisting all travel arrangements for the organization, and developing strategies to improve travel programs.

Our ideal candidates have a strong understanding of the travel industry, excellent problem-solving skills, and an ability to negotiate effectively.

Ultimately, the role of the Travel Manager is to ensure all travel arrangements run smoothly and align with the needs and requirements of the company.

Description:

The Travel Manager is responsible for the improvement of the Travel process in Havas. He/she is the single point of contact for the Group. He/she is in charge to coordinate the different parties involved in the process (HR, Indirect Purchasing, IT, and Finance).

The travel manager is responsible for planning, organizing, and implementing travel plans. Travel manager is responsible for cost management, ensuring safety and comfort of the travelers, and make sure all travel operations run smoothly.

He / She is responsible for:

• Constantly looking for travels spent reduction opportunities in coordination with Indirect Procurement (in charge of negotiation)
• Monitor spends in CONCUR / Travel Agency Reports (by supplier, by entity, trends, …) with IdP commodity buyer,
• Identify savings opportunities for further IdP negotiation,
• Monitor KPI and actual billing from CONCUR and Travel Management Company.

• Ensure better compliance vs global policy from Havas employees
• Develop and implement corporate travel policies,
• Define and execute data analytics based on actual data to track deviances vs policy,
• Communicate with organization management results analysis on main issues,
• Coordinate internal control and internal audit, when necessary,
• Push in all Havas agencies for digitalization (no more paper) when possible.

• Push for continuous process improvement and standardization
• Ensure CONCUR is widely used (no local tools),
• Promote a core model for all Havas agencies,
• Reduce cash advance as much as possible,
• Work with IT to automate interfaces master data synchronization,
• Ensure CONCUR core model is consistent
• Provide advice on travel documents and insurance.

• Propose updates of local Travel Policy for HR and Finance validation
• support Q&A on Global / Local Travel Policy,
• propose changes,
• manage validation by HR,
• update communication tool in Havas with best practices and Q&A.

• Point of contact with travel suppliers:
• Point of contact for CONCUR and Travel Management company,
• Inform travelers of CONCUR, TMC’s warning messages / alerts,
• Maintain with CONCUR and TMC’s list of critical blocking points, activate an action plan to solve them,
• Ensure compliance with procedures and service quality,
• Stay informed about travel industry trends and best practices,
• Stay updated through workshops, seminars, and industry conferences.

• Point of contact with travelers and travel arrangers:
• Collect complaints, travel problems and find solutions with suppliers,
• Ensure compliance with procedures and service quality,
• Assist Travelers and travel arrangers (EAs),
• Propose travel trainings

The ideal candidate has:

• Proven work experience as a Travel Manager,
• Knowledge of international travel regulations, customs and currencies,
• Knowledge of T&E reporting and processing,
• Working knowledge of MS Office software,
• Excellent communication (oral and written) and negotiation skills,
• Well-organized and reliable,
• An analytical mind with strong business acumen,
• Customer-oriented approach,
• High school diploma or equivalent; bachelor’s degree is preferred,
• At least 5 years’ professional experience in Travel management context,
• Professional experience in an advertising / communication context is a plus,
• Focus on rigor, analytical skills,
• Strong ability to communicate across global / local organization,
• Ability to work in a matrix organization in Shared Services, Finance, Purchasing and HR functions,
• Responsiveness and problem resolutions skills,
• Experience in CONCUR is a real plus,
• English language mandatory (another language like French is a plus).

Additional Information

• Job Title: Travel Manager
• Work Environment: Office setting, hybrid 2 days in the office. Some local / regional trips may be required for meetings with travel suppliers.
• Reporting Structure: Reports to the Global Travel Manager.
• Location: New York City (Hudson Street)
• Minimum of 3 years work experience in the business travel industry, corporate travel operations, hotel industry, or travel technology area required.
• College degree highly desired
• RACI Travel Manager vs travel Buyer
• RACI (vs commodity buyer)

• Equal Opportunity Statement: We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Application Instructions: Please submit your resume and a cover letter outlining your qualifications and experience.

Salary: $100,000 -$110,000 annually, based upon experience and qualifications, as well as market and business considerations.

Our Advertising Agency client is looking for an Account Executive for a full-time, direct-hire role in Fresno, CA. You must be onsite 100% of the time and be able to go to meetings with local clients.

Role overview:
Manage day-to-day operations across multiple client accounts. This role works closely with the Client Services Director and internal teams to ensure projects run smoothly, stay on strategy, and meet client objectives.

Responsibilities:
- Lead project kickoffs and clearly communicate client goals to the creative team
- Manage client feedback, approvals, and updates in a timely, organized manner
- Develop creative and media briefs for new initiatives
- Review creative work to ensure it aligns with strategy and brand guidelines
- Support the development of marketing strategies and campaign planning
- Coordinate with internal teams to keep projects on schedule and within budget
- Schedule and participate in client meetings
- Maintain weekly job status reports
- Provide strategic insight and value throughout the creative process
- Guide projects through internal workflows from start to finish

Qualifications:
- 3+ years of marketing, advertising, or account management experience in an agency setting
- Strong communication and collaboration skills
- Excellent attention to detail and organizational abilities
- Proactive mindset with a willingness to bring forward new ideas

In this position, you may have access to client or customer systems, confidential and/or proprietary information or data. This position is onsite and requires you to work closely with other individuals in a collaborative team environment.

Summary

GENERAL SUMMARY:

Performs medical laboratory procedures to provide data for diagnosis, treatment and prevention of disease. Assists in the technical development of the laboratory staff and work processes. Assists in quality assurance and quality control within all areas of the Medical Center.

PRINCIPAL JOB FUNCTIONS:

1. *Commits to the mission, vision, beliefs and consistently demonstrates our core values.

2. Performs service excellence must-haves to achieve an excellent patient/customer experience.

3. Uses quality improvement processes, programs or outcome to help improve department operations.

4. Performs all laboratory procedures in all functional areas within the laboratory.

5. *Demonstrates proficiency in operation and maintenance of all laboratory instruments.

6. *Performs venipunctures, capillary collections and arterial punctures.

7. *Utilizes departmental computer system to report and maintain patient results accurately.

8. *Evaluates quality control material and results to monitor instrument performance.

9. *Communicates patient care, testing and patient results accurately and courteously.

10. Participates in annual proficiency testing challenges as assigned.

11. Cleans, disinfects and maintains equipment and laboratory areas as necessary.

12. *Notifies manager of equipment problems and calls appropriate service techs regarding instrument issues.

13. Keeps laboratory properly supplied.

14. *Assists with ensuring that day-to-day laboratory duties are completed accurately within the Medical Clinics.

15. Assists with competency and job training of students and other technical staff.

16. Participates in meetings, committees and lean projects as assigned.

17. Maintains professional growth and development through seminars, workshops, and professional affiliations to keep abreast of latest trends in field of expertise.

18. Performs other related projects and duties as assigned.

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES:

1. Knowledge of computer hardware equipment and software applications relevant to work functions.

2. Knowledge of laboratory equipment, procedures and tests performed to ensure quality patient results.

3. Knowledge regarding interpretation of results to assist medical staff in providing quality patient care.

4. Knowledge of CLIA regulations and the ability to correct deficiencies as needed.

5. Knowledge and skill in operating laboratory equipment to ensure quality patient results.

6. Ability to communicate effectively both verbally and in writing.

7. Ability to establish and maintain effective working relationships with all levels of personnel and medical staff.

8. Ability to problem solve and engage independent critical thinking skills.

9. Ability to maintain confidentiality relevant to sensitive information.

10. Ability to adhere to hospital and department procedures.

11. Ability to prioritize work demands and work with minimal supervision.

12. Ability to maintain regular and punctual attendance.

EDUCATION AND EXPERIENCE:

Associates degree in Medical Laboratory Technology or related laboratory science from a two-year accredited college or CLIA approved Military MLT program required or has earned a bachelors degree in a chemical, physical or biological science. American Society of Clinical Pathologists (ASCP) certification as an MLT (ASCP) or equivalency preferred. Minimum of one (1) year experience working in a hospital lab setting required

OTHER CREDENTIALS / CERTIFICATIONS:

Basic Life Support (BLS) completed within 3 months of hire is required. Bryan Health recognizes American Heart Association (for healthcare professionals), American Red Cross (for healthcare professionals) and the Military Training Network.

Summary

GENERAL SUMMARY:

Functions as a member of the multidisciplinary team providing a safe environment for all age groups of surgical patients; assists the perioperative nurse with patient care; prepares and maintains supplies in the operating room (OR) while maintaining a professional and efficient manner; assures that procedure preparations are based on individual patient and anticipates the needs of the surgeon.

PRINCIPAL JOB FUNCTIONS:

1. *Commits to the mission, vision, beliefs and consistently demonstrates our core values.

2. *Functions in the scrub role by preparing, organizing, and anticipating needed instruments, supplies, and equipment for safe patient care and operative procedure.

3. *Will not first assist with any procedure; will not do any incision closures.

4. *May apply skin staples when skin edges have been approximated by credentialed physician/PA/APRN.

5. *May apply skin sealant and steristrips as part of the dressing after skin has been closed.

6. *Defines and practices aseptic technique and infection control principles as they apply to the OR.

7. *Safely and efficiently passes surgical instruments and supplies in the operating room (OR) and labor and delivery room (LDR); properly identifies, preserves and manages tissue and fluid specimens and cultures.

8. *Manages supplies, instruments and equipment appropriately according to Medical Center procedure.

9. *Assists the nurse in perioperative care of the patient including transporting and positioning; counts/preps surgical instruments and supplies.

10. *Delivers medications (drugs or biologicals) received in the surgical suite to the appropriate operating room via case cart or medication cart.

11. *Handles and prepares medication for use on the sterile field in the operating room under the direct supervision of a Registered Nurse and physician.

12. Participates in continuous quality improvement measures to achieve positive patient outcomes; provides patient care in accordance with patients rights; participates and practices safety through active prevention and precautions; assures personal/visitor safety through measures of prevention and universal precautions.

13. Maintains professional growth and development through seminars, workshops, and professional affiliations to keep abreast of latest trends in field of expertise.

14. Participates in meetings, committees and department projects as assigned.

15. Performs other related projects and duties as assigned.

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES:

1. Knowledge of the principles and practices of aseptic technique.

2. Knowledge of computer hardware equipment and software applications relevant to work functions.

3. Knowledge of all types of OR procedures.

4. Knowledge of equipment, instruments, and supplies used in the operating room.

5. Ability to prioritize work demands and work with minimal supervision.

6. Ability to react quickly and respond appropriately in emergency situations.

7. Ability to effectively interact with patients family members, multi-disciplinary team members and students.

8. Ability to communicate effectively both verbally and in writing.

9. Ability to maintain confidentiality relevant to sensitive information.

10. Ability to practice proper body mechanics to ensure personal and customer/patient safety.

11. Ability to maintain regular and punctual attendance.

EDUCATION AND EXPERIENCE:

Graduation from a Surgical Technology program required. Surgical Technologist Certification desired. Prior experience working as a Surgical Technologist required.

OTHER CREDENTIALS / CERTIFICATIONS:

Basic Life Support (CPR) certification required. Bryan Health recognizes American Heart Association (for healthcare professionals), American Red Cross (for healthcare professionals) and the Military Training Network.

Convergent Therapeutics, Inc. is a clinical-stage biotechnology company focused on developing tumor-selective alpha radio antibodies to target cancer. The company was founded by world-renowned experts in clinical care and research, drug development, and cancer biology, and Convergent’s proprietary platform is licensed from Cornell University. In harnessing the selectivity of antibodies and tumor-destructive potential of alpha radioisotopes, Convergent's radio antibodies precisely target cancer cells with potent, localized radiation.

In addition to the roles and responsibilities outlined below, we value team members who are eager to make an impact and grow with us professionally. We are seeking an individual who enjoys multi-tasking and has the willingness and flexibility to assume additional responsibilities as assigned.

Location: 50 Milk Street, Boston, MA

Reporting to: Caitlyn Harvey, SVP of Technical Operations

Responsibilities

• Create a strategy and lead the MSAT function through CPI, Phase 3 IND submission, PPQ and CPV (this includes API, Drug Substance, and Drug Product).
• Lead technology transfers and author technical documents including reports, standard operating procedures, master batch records, work instructions
• Collaborate with the Development Lead to learn and document the process as well as co-author development protocols and development technical reports.
• Responsible for authoring key IND updates and justifications
• Responsible for authoring MVP
• Provide onsite support at the CDMO, develop a training plan for manufacturing operators, and oversee process execution
• Lead investigations to troubleshoot process execution challenges including RCA
• Demonstrate ability to engage and effectively influence team members across multidisciplinary teams while prioritizing multiple projects and meeting deadlines
• Drive curiosity, scientific rigor and excellent problem-solving skills across a fast-paced performance driven environment

Requirements

• BS and/or MS in Chemical, Biological, or Biomedical Engineering
• 10+ yrs or equivalent combination of education and work experience
• Experience authoring IND sections
• Previous experience with antibody based drug substances and antibody-drug-conjugates
• Detail-oriented with good problem-solving, technical writing and verbal communication skills
• Ability to effectively work in multidisciplinary teams, meet deadlines, and prioritize multiple projects
• Aptitude for working in a self-driven, performance/results-oriented, fast-paced matrix environment
• Well versed with cGMP requirements and working in a regulated environment, including experience as person-in-plan and/or GMP operator.
• Working knowledge of statistical design of experiments (DoE) and RCA.
• Excellent technical writing skills
• Ability to travel up to 25% of the time
• This is a Hybrid role, in office 2 to 3 days a week
• We are considering Greater Boston based candidates only

Nice to haves:

• Knowledge of radiochemistry
• Understanding of analytical methods such as HPLC, SPR, and cell based assays.
• Experience developing scale down models

Equal Opportunity Employer

We are committed to recruiting, developing, and retaining the most talented people from a diverse candidate pool. All aspects of employment, including the decision to hire or promote, will be based on aptitude, performance, and business need. We do not discriminate on the basis of race, color, religion, sex, national origin, age, physical or mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information, military and veteran status, or any other legally protected status. We will make reasonable accommodation for qualified individuals in accordance with applicable law.

About Us

Since 1969, The Yurconic Agency has been focused on protecting what matters most to their Greater Lehigh Valley community, with a wide array of personal, business, life & health, and specialty insurance, including vehicle registration and driver’s license services. Headquartered in Allentown, PA, The Yurconic Agency has been one of the leading insurance providers for residents and businesses across Pennsylvania, New Jersey, New York, and Florida for over 50 years. The Yurconic Agency is first and foremost a family business. Our founders believed that they could improve the insurance industry and do better. Our employees continue this tradition by caring about the customer’s needs and doing the right thing. The Yurconic Agency does our work the right way, always, to ensure a smooth experience for you.

Personal Lines Account Specialist

Position Summary:

The primary function of this role is to drive new business growth through high-volume sales of personal lines insurance products. This role focuses on engaging prospective clients through inbound calls, walk-ins, and appointments, while delivering knowledgeable and consultative service that meets clients' insurance needs. The successful candidate combines strong sales acumen with technical expertise, ensuring policy recommendations are accurate, compliant, and aligned with agency standards. The Account Specialist plays a key role in supporting agency growth objectives and strengthening client relationships.

Key Responsibilities:

Sales and Customer Acquisition

• Responsible for high-volume personal lines insurance sales to new customers.
• Answer incoming sales calls and assist walk-in clients, with or without scheduled appointments.
• Present and explain insurance coverages to prospective clients, aligning options with their needs and budget.
• Analyze insureds’ current policies and counsel on coverage improvements.

Quoting and Application Processing

• Gather necessary information to generate accurate quotations for customer application submissions.
• Ensure all client documentation is collected, verified, and submitted in accordance with underwriting guidelines.

Client and Carrier Communication

• Interface with carrier representatives and customers to facilitate effective communication.
• Ensure all necessary information is shared with all parties in a timely and complete manner.
• Follow up with clients and carriers to ensure timely binding, issuance, and policy delivery.

Administrative Support and Compliance

• Maintain detailed records of client interactions and sales activity in the agency management system.
• Adhere to internal procedures and state insurance laws and regulations.
• Assist with other departmental duties as assigned by the Personal Lines Department Manager.

Qualifications:

• High School Diploma required
• Minimum of 3 years of personal lines insurance sales and/or account management experience
• Current Pennsylvania Property & Casualty License required
• Thorough understanding of brokerage operations and applicable insurance laws and codes
• Familiarity with agency management systems, preferably AMS360 and ImageRight
• Proficiency in Microsoft Office Suite, document management software, and carrier proprietary platforms
• Strong sales orientation and ability to work independently in a target-driven environment
• Outgoing personality with strong interpersonal and networking abilities
• Excellent verbal and written communication skills
• Minimal travel may be required

Hours: Monday-Friday, 9:00am-5:00pm EST (3 days), 9:00am-6:00pm EST (2 days), and one rotating Saturday per month, 9:00am-1:00pm EST

Office Location: 401 South 4th Street, Hamburg, PA 19526 (Strausser Agency)

Benefits:

• Competitive Compensation plus commission
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.

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: