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Lead Client Partner - New York CityNew York City, NY, USA
✦ New
🏢 Life360
Salary not disclosed
New york city, NY 1 day ago
Senior Client Partner - New York City

Life360's mission is to keep people close to the ones they love. Our category-leading mobile app and Tile tracking devices empower members to protect the people, pets, and things they care about most with a range of services, including location sharing, safe driver reports, and crash detection with emergency dispatch. Life360 serves approximately 88 million monthly active users (MAU), as of June 2025 across more than 180 countries.

Life360 delivers peace of mind and enhances everyday family life with seamless coordination for all the moments that matter, big and small. By continuing to innovate and deliver for our customers, we have become a household name and the must-have mobile-based membership for families (and those friends that basically are family).

Life360 has more than 500 (and growing!) remote-first employees and has recently announced the acquisition of Nativo, an advertising technology company specializing in native advertising. For more information, please visit .

Candidates must be located in the NYC metro area.

About The Team

Life360 Ads is actively recruiting for a driven and client-focused Senior Client Partner (account executive/sales) to support our revenue growth by cultivating strong relationships with clients and agencies. This role is essential in helping the newly integrated Life360 and Nativo advertising team evangelize the power of native and content marketing while providing strategic, customized solutions that meet client objectives.

As an individual contributor, you will be responsible for achieving revenue goals through the development and execution of go-to-market strategies, managing a pipeline of opportunities, and translating client needs into high-impact content marketing programs using Nativo's platform.

What You'll Do
  • Consistently meet or exceed monthly and quarterly revenue quotas through proactive outreach and consultative selling
  • Identify new business opportunities with media buying agencies and direct clients
  • Serve as a trusted advisor to clients, understanding their marketing goals and crafting tailored native/content marketing programs that leverage the full capabilities of Nativo's platform
  • Build and manage a strong sales pipeline by generating a high volume of client engagement, including outreach, calls, meetings, presentations, and proposals
  • Lead strategic conversations and ideation with clients and agencies to create impactful, results-driven campaigns
  • Respond to RFPs and collaborate with internal stakeholders to deliver compelling proposals and media plans
  • Travel as needed to meet with clients, attend industry events, and deepen relationships
  • Represent Life360 at industry events and conferences, promoting our differentiated value in the marketplace
What You'll Bring
  • 3-5 years of digital media or advertising sales experience, ideally with a focus on native advertising, content marketing, or adtech
  • Proven ability to sell to both brands and agencies with a mix of managed and programmatic deals
  • Familiarity with brand storytelling, audience targeting, optimization strategies, and digital advertising technologies
  • Strong ability to prospect, manage a full sales cycle, and build long-term client relationships
  • Excellent communication, negotiation, and presentation skills
  • High level of comfort working independently in a fast-paced environment
  • Proficient in MS Office, Google Workspace & Salesforce

As an early member of the newly integrated advertising team from Life360 and Nativo, you will have agency to shape how our platform evolves to address the outcomes advertisers are seeking. You will also be a passionate advocate for improving everyday family life and the role that brands can play to reduce friction and deliver value. You must possess an entrepreneurial, client-centric mindset that will foster market responsiveness as agency client needs shift. Your responsibilities will include driving the growth of existing business, identifying and cultivating new opportunities, meeting and exceeding quotas, as well as ensuring smooth cross-team collaboration to deliver client outcomes.

Your responsibilities will include driving the growth of existing business with the help of our broader team, identifying and cultivating new opportunities, while managing quotas and budgets. We are seeking a highly qualified candidate with a demonstrated track record of success in driving revenue in the agency channel, with a strong ability to establish and maintain strategic relationships with key accounts.

The US-based salary range for this position is $100,000 - $145,000 ($200,000 - $290,000 OTE). We take into consideration an individual's background and experience in determining final salary - therefore, base pay offered may vary considerably depending on job-related knowledge, skills, and experience. The compensation package will also include quarterly bonuses based on target achievement, equity and a wide range of medical, dental, vision, financial, and other benefits.

Our Benefits
  • Competitive pay and benefits
  • Medical, dental, vision, life and disability insurance plans (100% paid for employees)
  • 401(k) plan with company matching program
  • Mental Wellness Program & Employee Assistance Program (EAP) for mental well-being
  • Flexible PTO, 13 company wide days off throughout the year
  • Winter and Summer Week-long Synchronized Company Shutdowns
  • Learning & Development programs
  • Equipment, tools, and reimbursement support for a productive remote environment
  • Free Life360 Platinum Membership for your preferred circle
  • Free Tile Products
Life360 Values

Our company's mission-driven culture is guided by our shared values to create a trusted work environment where you can bring your authentic self to work and make a positive difference

  • Be a Good Person - We have a team of high integrity people you can trust.
  • Be Direct With Respect - We communicate directly, even when it's hard.
  • Members Before Metrics - We focus on building an exceptional experience for families.
  • High Intensity, High Impact - We do whatever it takes to get the job done.
Our Commitment to Diversity

We believe that different ideas, perspectives and backgrounds create a stronger and more creative work environment that delivers better results. Together, we continue to build an inclusive culture that encourages, supports, and celebrates the diverse voices of our employees. It fuels our innovation and connects us closer to our customers and the communities we serve. We strive to create a workplace that reflects the communities we serve and where everyone feels empowered to bring their authentic best selves to work.

We are an equal opportunity employer and value diversity at Life360. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status or any legally protected status.

Not Specified
J.P. Morgan Wealth Management - Private Client Advisor - Edina Branch - Edina, MN
✦ New
🏢 Chase
Salary not disclosed
Minneapolis, MN 1 day ago
Private Client Advisor

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities:

  • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients' needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required qualifications, capabilities, and skills:

  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred qualifications, capabilities, and skills:

  • Certified Financial Planning (CFP) certification is preferred
  • Bachelor's degree preferred

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Not Specified
IP Client Administrator
✦ New
Salary not disclosed
Washington, DC 1 day ago

We are seeking an experienced IP Client Administrator (Patent) to support assigned clients and practitioners in domestic patent prosecution matters. This role is responsible for preparing legal documents, maintaining docketing systems and files, coordinating with internal teams and clients, and ensuring data integrity across IP systems.

The ideal candidate is highly organized, detail-oriented, and able to operate independently in a fast-paced, service-focused law firm environment.

Key Responsibilities

Client & Practice Support

  • Build and maintain positive working relationships with assigned clients to ensure efficiency and satisfaction.
  • Serve as a liaison between clients, practitioners, and internal teams.
  • Provide administrative and practice support to practitioners and clients as needed.

Patent Prosecution Support

  • Prepare legal documents, reports, and correspondence related to domestic patent prosecution.
  • Prepare and file documents with the USPTO.
  • Assist practitioners with managing their patent dockets in accordance with firm procedures.
  • Review incoming correspondence (mail, email, docket notifications, client instructions) and take appropriate action.

Data & File Management

  • Maintain electronic files, records, and databases related to clients’ intellectual property.
  • Ensure accuracy, organization, and compliance with firm policies and procedures.
  • Support the development and maintenance of standard operating procedures, manuals, and client reference materials.

Process Improvement & Training

  • Identify opportunities to improve client processes and implement enhancements.
  • Provide guidance and training to firm personnel on client-specific procedures.
  • Assist with training development and knowledge sharing within the team.

Communication & Collaboration

  • Communicate effectively with clients, practitioners, and internal teams via phone and email.
  • Coordinate with colleagues and departments to ensure timely completion of work.
  • Maintain open communication with supervisors and stakeholders regarding client needs.

Additional Support

  • Conduct research using internal resources, legal references (e.g., MPEP), and the USPTO website.
  • Participate in pilot programs, system testing, and product implementations.
  • Support special projects and departmental initiatives.
  • Mentor or assist in training junior team members when needed.

Qualifications

  • Bachelor’s degree preferred
  • 3–6 years of domestic patent prosecution experience in a law firm or professional services environment (law firm preferred)
  • Strong understanding of USPTO procedures, patent prosecution terminology, and workflows
  • Excellent written and verbal communication skills
  • Strong organizational skills with high attention to detail
  • Ability to manage multiple tasks and prioritize effectively
  • Strong critical thinking and problem-solving abilities
  • Proficiency in:
  • Microsoft Outlook
  • Microsoft Word
  • Microsoft Excel
  • IP management / docketing software
Not Specified
Client Acquisition Manager
Salary not disclosed
Providence, RI 5 days ago

Friar Violet is a consulting and search firm. This role is for a client, an award winning law firm based in RI.


This leadership role shapes the first impression of our firm and plays a key role in our ongoing commitment to treating every client with dignity, compassion, and exceptional service.



Leadership, Coaching & Team Development

  • Lead, motivate, and mentor a large team of hourly Client Acquisition professionals, including remote team members.
  • Build a positive, team-oriented culture rooted in empathy, accountability, and extraordinary client service.
  • Provide ongoing coaching, call reviews, development plans, and feedback to strengthen performance and service quality.
  • Recruit, train, and develop intake staff to support team growth and operational continuity.
  • Conduct weekly forecasting, one-on-one performance meetings, and quarterly progress reviews with each representative.
  • Partner with the Leadership Team to define intake strategy, staffing needs, and long-term service goals.
  • Lead department-specific operational projects that advance efficiency, client experience, and service excellence.

Client Acquisition & Service Excellence

  • Oversee all activities related to nurturing new inbound leads and converting qualified leads into new clients for the firm.
  • Ensure every caller receives professional, compassionate, and timely service that reflects our firm’s values.
  • Monitor and elevate the quality of conversations, documentation, and client interactions.

Operations, Workflow & Process Improvement

  • Manage the day-to-day workflow of calls, leads, follow-ups, chats, texts, and emails.
  • Maintain consistency in scripts, qualification criteria, follow-up procedures, and compliance practices.
  • Implement technology upgrades, process improvements, and efficiency enhancements to support a high-performing intake operation.
  • Collaborate with other departments to ensure a smooth and effective new client onboarding experience.

Performance Management & KPI Oversight

  • Set, monitor, and report on daily, weekly, and monthly KPIs including:
  • speed to answer
  • lead response time
  • contact rate
  • qualified conversions
  • QA scores
  • productivity and service-level adherence
  • Use data to drive performance, staffing decisions, and process adjustments.
  • Manage all phases of client acquisition, investigate and resolve any areas of bottle necks, and oversee performance standards for the team.

What You Bring

  • BA/BS in Business or related field preferred.
  • 5+ years of successful sales, contact center, or client service team management, preferably supervising 10+ staff.
  • Proven success meeting or exceeding goals in a service-based or professional services environment.
  • Strong leadership and communication skills with demonstrated success motivating hourly teams.
  • Deep understanding of CRM systems, intake workflows, and sales/service best practices.
  • Highly customer-focused with the ability to anticipate client needs and respond with urgency, care, and professionalism.
  • Results-oriented with strong analytical skills and experience managing metrics, pipelines, and forecasting.
  • Experience with sales enablement or workflow technology.
  • High emotional intelligence with a demonstrated commitment to a client-first approach.
  • Law firm or professional services experience is strongly preferred.
Not Specified
Client Success Executive, Group Health Insurance
Salary not disclosed
Bergen County, NJ 2 days ago

Client Success Executive – Employee Benefits (Post-Sale)

Senior Individual Contributor | Field-Based / Remote | Northern New Jersey

Local client travel + NYC office access


The Opportunity

  • True Benefit is hiring a Client Success Executive to own employer client relationships after implementation within an established ADP TotalSource PEO partnership.
  • This is a post-sale, post-implementation role—no prospecting, no selling, and no people management.
  • Your responsibility begins once the client is live and continues through the life of the account.
  • You’ll work closely with ADP TotalSource HR Business Partners (HRBPs) embedded with clients, serving as the primary benefits expert and relationship owner focused on service excellence, retention, and long-term client health.
  • This role is designed for an experienced benefits professional who values ownership, autonomy, and impact.


What You’ll Do

  • Serve as the primary post-sale point of contact for assigned employer clients
  • Partner closely with ADP HRBPs supporting clients at their locations
  • Own the client relationship with a focus on:
  • Retention and renewals
  • Service quality and escalation management
  • Proactive issue identification and resolution
  • Manage benefit changes, ongoing service needs, and carrier coordination
  • Identify and address at-risk accounts before issues escalate
  • Travel locally to client sites in Northern NJ with periodic travel to ADP’s NYC office


What We’re Looking For

  • 5–10+ years of experience in employee benefits account management, client success, or post-sale service
  • Strong, hands-on knowledge of group health insurance (small group experience preferred)
  • Proven ability to own client relationships independently
  • Comfortable in a field-based, client-facing role
  • Experience working with PEO, HCM, or employer-facing environments is a plus
  • Life & Health license (or ability to obtain within 90 days)


What This Role Is Not

  • No prospecting
  • No sales quotas
  • No people management


This role is about judgment, accountability, and follow-through.


Why True Benefit & Amwins

  • True Benefit is an operating company of Amwins Group, the largest wholesale insurance brokerage and group benefits firm in the world, placing over $45B in annual premium.
  • Amwins is privately held and employee-owned, offering stability, scale, and long-term career growth without unnecessary bureaucracy. & Benefits

    • Base salary: $135,000–$160,000
    • Target 30% bonus
    • Immediate, comprehensive benefits (no waiting periods)
    • Generous and flexible PTO
    • Long-term growth potential


    If you’re a senior benefits professional who prefers post-sale ownership and meaningful client relationships over sales activity, we’d welcome a conversation.

Not Specified
RCM Client Billing Manager
Salary not disclosed
Gilbert, AZ 2 days ago

Job Title: RCM Client Billing Manager

Department: Revenue Cycle Management (RCM)

Location: Onsite, Gilbert, AZ (preferred) or Remote

Compensation: $80K - $85K

Position Summary

The RCM Client Billing Manager is responsible for overseeing and optimizing the client daily billing operations, support denial management strategy, drive accountability across billing workflow within the Revenue Cycle Management department. This role ensures accurate, timely billing, client account management, revenue reporting, and compliance with contractual agreements. This role involves establishing and enforcing billing policies, overseeing accounts receivable, and ensuring the accuracy and timeliness of all billing-related activities.


Key Responsibilities

Client Billing & Revenue Management

  • Oversee client billing in accordance with contractual terms.
  • Ensure proper billing methodologies (percentage of collections, flat fee, hybrid models, etc.) are applied correctly.
  • Monitor accounts receivable and follow up on outstanding patient balances.
  • Reconcile revenue reports and validate billing data for accuracy and completeness.
  • Manage month-end close processes related to client billing.

Client Relationship Management

  • Serve as primary point of contact for client billing inquiries and issue resolution.
  • Partner with clients to review statements, payment trends, and revenue performance.
  • Conduct regular billing review meetings with clients as needed.
  • Ensure high levels of client satisfaction through timely and professional communication.

Reporting & Financial Analysis

  • Ability to create and interpret data analytics and reporting.
  • Monitor key performance indicators (KPIs) related to revenue cycle management and implement strategies for continuous improvement.
  • Identify discrepancies and implement corrective actions.
  • Provide executive-level reporting to leadership.

Compliance & Process Improvement

  • Ensure compliance with healthcare regulations, contractual obligations, and internal controls.
  • Develop and maintain billing policies and procedures.
  • Identify automation opportunities and workflow efficiencies.
  • Support audits and documentation requests.

Team Leadership

  • Supervise billing staff.
  • Provide training, performance management, and professional development.
  • Foster a culture of accountability, accuracy, and continuous improvement.


Qualifications

Education

  • Bachelor’s degree in Finance, Accounting, Healthcare Administration, Business, or related field required (Master’s preferred).


Experience

  • 5+ years of progressive experience in Revenue Cycle Management.
  • 3+ year prior supervisory or management experience preferred.
  • Experience with physician services billing strongly preferred.


Skills & Competencies

  • Strong knowledge of healthcare billing, coding, insurance claims, and collections processes
  • Exceptional Excel knowledge base and skill set required, including pivot tables.
  • Proficiency in RCM systems, EHR, clearing house, and financial reporting tools.
  • Excellent leadership, communication, and problem solving skills
  • Excellent analytical and problem-solving skills.
  • Strong client-facing communication skills.
  • High attention to detail and organizational skills.


Preferred Qualifications

  • Experience in multi-state healthcare organizations.
  • CPA, HFMA certification, or related credential preferred.
  • Knowledge of value-based care or risk-based contracts is a plus.
Not Specified
Senior Client Accounting Coordinator (Palo Alto, CA)
Salary not disclosed
Palo Alto 6 days ago
FTE Senior Client Accounting Coordinator Palo Alto, CA- Hybrid The Opportunity We are seeking a Senior Client Accounting Coordinator to join our Firm.

This position will be based in our Palo Alto office (hybrid).

The Senior Client Accounting Coordinator provides client account analysis and billing support to partners.

Coordinates client accounting activity for assigned partners and practice areas utilizing appropriate departmental resources.

Handles multiple complex billing and client analysis projects.

Reviews outstanding balance reports and is proactive about trouble spots.

Prepares bills and internal forms including appropriate back-up required to process requests.

Implements Client Accounting procedures, processes and goals by coordinating work effort including timely preparation of client bills and follow-up on outstanding balances with secretarial and other Firm business services professionals.

Understands and responds to inquiries and requests made by clients, attorneys, and business services professionals.

Provides relevant information, guidance and support to others in the Firm.

Ability to formulate strong work team relationships, both internally and externally.

Works with supervisor(s) to coordinate departmental workflow, provide solutions to problems and develop creative approaches to accomplishing departmental goals.

Communicates issues and escalates as needed.

Identifies and communicates to supervisor training and coaching needs of department business services professionals.

Trains, mentors and assists Client Accounting Assistants and Coordinators as needed.

Ability to assume a leadership role when supervisor/manager is absent.

Maintains complete and up-to-date files for each partner and/or client.

Actively seeks to enhance knowledge of all Client Accounting procedures and processes.

Demonstrates effective interpersonal, written and verbal communication skills to facilitate effective work relationships with others.

Manages Firm resources responsibly.

Complies with and understands Firm operation, policies and procedures.

Performs other related duties as assigned.

Qualifications Knowledge of relevant Firm computer software programs (e.g., Aderant, Outlook, Excel, Word), with the ability to learn new software and operating systems Demonstrates effective interpersonal and communication skills, both verbally and in writing Demonstrates close attention to detail Excellent analytical, troubleshooting, organizational, and planning skills Ability to use discretion and exercise independent and sound judgment Ability to handle multiple projects and shifting priorities Ability to handle sensitive matters and maintain confidentiality Ability to organize and prioritize work Ability to work well in a demanding and fast-paced environment Ability to work well independently as well as effectively within a team Flexibility to adjust hours and work the hours necessary to meet operating and business needs Education and Experience Bachelor's degree Minimum of five years of legal billing work experience including account analysis related functions Aderant, Elite or 3E experience The starting base salary for this position is expected to be within the range listed under Salary Details.

Actual salary will be determined based on skills, experience (to the extent relevant) and other-job related factors, consistent with applicable law.

This position is eligible for overtime pay and may be eligible for a discretionary year-end bonus.

Salary Details $95,000 ??? $110,000
Not Specified
Institutional Client Onboarding Analyst
✦ New
$10,000
The Opportunity:

The Institutional Client Onboarding Analyst works directly with our Sales Relationship Managers, Service Relationship Managers, international institutional clients and consultants, international custodians, and various internal groups to on-board and maintain accounts for international institutional investors. The Institutional Client Onboarding Analyst acts as project manager to improve current processes and resolve operational issues associated with the complex workings of international accounts that trade in overseas equity markets.

The Day-to-Day:

* Manage the on-boarding of new institutional segregated and fund accounts
* Subject matter expert as it relates to international institutional funds and separately managed accounts
* Research and resolve operational issues pertaining to international institutional investor accounts, at times working with other groups in the process
* Assist the Institutional Client Services Relationship Managers and Sales Relationship Managers with complex client service requests
* Assist the Institutional Client Operations Team Leader with the ongoing development of the Institutional Client Operations Team members including ongoing training, workflow management and peer reviewing sensitive items
* Create, develop, document and implement workflows and process improvements to serve the needs of our international institutional investors as they relate to additions, withdrawals, account set-up, and changes to their accounts
* Responsible for understanding and documenting the nonstandard operational issues typical of accounts trading in international markets, directed brokerage relationships, and other unique institutional trading operations
* Responsible for understanding and documenting the nonstandard operational issues typical of accounts trading in international markets, directed brokerage relationships, and other unique institutional trading operations
* Coordinate with international institutional custodians to support the trading, implementation, and operations aspect of institutional accounts
* Understand and monitor the compliance issues revolving around the international institutional industry, unique codes of ethics, and internal requirements; and create, document and implement policies and procedures
* Coordinate contract negotiation between our clients and internal teams; including Legal and Senior Management

Your Qualifications:

* Bachelor's degree or equivalent combination of education and experience required
* Experience in institutional financial Operations/Onboarding required (5+ years)
* Experience with fund sub-distributor and/or database platform support preferred
* Highly developed qualitative and/or quantitative skills required
* Excellent project management skills and experience
* Excellent verbal and written communication skills
* Ability to adapt to changes in a fast paced, team environment
* Ability to prioritize workload and manage time across various tasks
* Proficient in Microsoft Office software

Why Fisher Investments Europe:

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.

It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:

* 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
* 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
* Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees
* $10,000* fertility, hormonal health and family-forming benefit
* A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
* Gym subsidy of up to £50 per month
* Employee Assistance Program and other emotional wellbeing services
* A collaborative working environment that practises ongoing training, educational support and employee appreciation events
* This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Not Specified
Client Advisory Analyst - SQL
✦ New
Salary not disclosed
Chicago, IL 1 day ago

Job Title: Client Advisory Analyst

Position Summary:


Pareto Intelligence™ is a bold and innovative healthcare analytics organization redefining how health plans approach data, insights, and performance improvement. We are a team of passionate professionals driven to challenge conventional thinking and deliver transformative analytic solutions that others say are not possible.


Our Client Advisory Analysts are key members of this mission—immersing themselves in advanced data analytics, modeling, and problem-solving to drive measurable client outcomes. This role bridges data and decision-making, helping clients interpret analytical insights while contributing to the enhancement of Pareto’s proprietary tools and methodologies.


Essential Duties and Responsibilities:


  • Serve as a trusted partner to clients, interpreting outcomes from Pareto’s suite of data analytic tools.
  • Manage multiple client engagements and relationships concurrently.
  • Apply critical thinking to develop customized analytic interpretations and solutions for client needs.
  • Provide live demonstrations and user instruction for Pareto’s data analytic tools to current and prospective clients.
  • Collaborate extensively with technical and non-technical team members to ensure seamless delivery and insight translation.
  • Uphold the security, confidentiality, and integrity of client information across all engagements.
  • Innovate by translating client feedback into enhancements for Pareto’s analytic and visualization tools.
  • Contribute to process improvements and product evolution through active participation and solution-oriented thinking.


Education and Experience Requirements:


  • Bachelor’s degree in data Analytics; Economics; Management Information Systems; Finance; Accounting; or a related field.
  • Up to 2 years of consulting or data analytics experience.
  • Strong quantitative and analytical skills with the ability to apply statistical analysis to unstructured problems.
  • Proficiency in interpreting data outputs and translating findings into actionable insights.
  • Demonstrated experience presenting analytics and system functionality to client stakeholders.


Skills and Attributes:


  • Complex Problem Solving: Ability to identify and address challenges by evaluating information, assessing options, and implementing effective solutions.
  • Critical Thinking: Ability to use logic and reasoning to evaluate alternative approaches and determine optimal strategies.
  • Deductive Reasoning: Ability to apply general rules to specific problems to derive accurate conclusions.
  • Inductive Reasoning: Ability to identify patterns and relationships across diverse data and scenarios.
  • Communication Skills: Strong oral and written communication skills with the ability to convey complex ideas clearly.
  • Quality Assurance: Commitment to accuracy, precision, and thorough self-review of analytical outputs.
  • Adaptability: Ability to thrive in an entrepreneurial environment where learning and innovation are continuous.


Travel Requirements:

The successful candidate must be willing and able to travel as needed; estimated travel is less than 25% of the time.


Compensation and Benefits:


The expected base salary for this position ranges from $75,000 - $85,000 USD with a bonus target of up to 5% of the base salary. We do consider a wide range of factors when making offer decisions, including (but not limited to) the scope and responsibilities of the position, a candidate’s relevant skills, training, experience, education and where applicable, licensure and certifications obtained. We also consider organizational and market factors when making offer decisions.



Equal Employment Opportunity Statement:

Convey Health Solutions is an Equal Opportunity Employer committed to fostering an inclusive and diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state, or local laws.

Convey Health Solutions also provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable laws. Applicants requiring accommodation during the application or interview process should contact the Human Resources department.


The Convey Health Solutions family of companies, including Pareto Intelligence™, delivers a powerful combination of purpose-built technology, advanced analytics, and expert services to help health plans thrive in a complex, post, Affordable Care Act environment.

As a trusted partner to Medicare and commercial payers, we provide scalable, compliant solutions that span the entire member lifecycle, from enrollment and billing to risk adjustment, Stars performance, and member engagement. Pareto’s deep analytics and financial intelligence complement Conveys’ operational expertise, enabling our clients to improve performance, reduce costs, and create better healthcare experiences for millions of Americans, especially seniors and vulnerable populations.

Together, we help health plans scale smarter, grow stronger, and make healthcare work better for the people who need it most.

Learn more at

Not Specified
Client Manager, Captives
Salary not disclosed
New York, NY 3 days ago
General

Job Title: Client Manager, Captives

Division: Property Risks

Reports To: As per Beazley's organisation chart

Job Summary:

As a Client Manager, your primary responsibility is to develop new business with assigned large corporations, a journey from the first contact to the first transaction.

  • You will excel in understanding the client risk landscape, their risk management strategy and priorities, and how Beazley's products, solutions and services can be deployed to help them reach their objectives.
  • You will also demonstrate your ability to navigate the broker relationship(s), brokers being key business partners.
  • Your consultative and holistic approach will help you to originate and develop new risk-financing-related business opportunities. Your focus on delivering innovative tailor-made solutions, as a superior alternative to commoditized insurance products will foster the "Customer Experience" and establish new win-win partnerships.
  • Whilst you will be a first-class negotiator with the client and his/her brokers, you will also prove to be a convincing ambassador internally to obtain the buy-in of the senior management, shape, align and lead cross-functional teams for results.

Personal Skills:

  • Entrepreneurial acumen - at ease in taking ownership on how to develop new business
  • Excellent communicator and a skilled diplomat able to find common ground and alignment across internal (underwriting an operations teams) and external (client, brokers) boundaries to bring deals to conclusion
  • Leadership - ability to motivate, stimulate and align the individual members of cross functional teams, with focus on qualitative and timely result delivery
  • Consultative approach talent - excellent listener with ability to identify early potential opportunities and challenges on the marketplace
  • Pragmatism / Solutions-driven - can quickly conceive realistic and practical ways to convert business opportunities into successful execution.
  • Integrity and reliability - trust builder, deliver on promise, honest and transparent, always available and accessible even in adverse situations.
  • Ability to simultaneously drive several transactions with different levels of maturity. Good at keeping the ball rolling, triaging and prioritizing.
  • Intellectual curiosity: embrace the unknown, be ready to learn well beyond insurance and risk management, e.g. client's core business, opportunities, constraints and challenges; data & analytics new developments and applications, etc.

Professional Experience:

  • Extensive proven experience of client relationship management or sales in the large corporate commercial insurance industry (insurance, broking, consulting).
  • At least 2 - 3 year's experience in P&C Underwriting, preferably as a Property Underwriter
  • Proficiency in capital markets instruments and corporate finance, with proven experience in engaging with CFOs and Treasurers.
  • Track record of dealing with complex insurance and innovative risk financing transactions, incl. with (re)insurance captive companies and ART (alternative risk transfer) solutions.
  • Broad industry network with key partners, including corporate risk managers, c-suite leaders, brokers, and insurance professionals
  • Experienced in leading cross-functional teams and aligning multiple parties' interests, while always keeping the client needs at the centre.

Who We Are:

Beazley is a specialist insurance company with over 30 years' experience helping people, communities and businesses to manage risk all around the world. Our mission is to inspire our clients and people with the confidence and freedom to explore, create and build - to enable businesses to thrive. Our clients want to live and work freely and fully, knowing they are benefitting from the most advanced thinking in the insurance market. Our goal is to become the highest performing sustainable specialist insurer.

Our products are wide ranging, from cyber & tech insurance to marine, healthcare, financial institutions and contingency; covering risks such as the weather, film production or protection from deadly weapons.

Our Culture:

We have a wonderful mix of cultures, experiences, and backgrounds at Beazley with over 2,000 of us working around the world.Employee's diversity,experience and passion allow us to keep innovating and moving forward, delivering the best. We are proud of our family-feel culture at Beazley that empowers our staff to work from when and where they want, in an adult environment that is big on collaboration, diversity of thought and personal accountability. Our three core values inspire the way we work and how we treat our people and customers.

  • Be bold

  • Strive for better

  • Do the right thing

Upholding these values every day has enabled us to become an innovative and responsive organization in touch with the changing world around us - our ambitious inclusion & diversity and sustainability targets are testament to this.

We are a flexible and innovative employer offering a friendly, collaborative, and inclusive working environment. We actively encourage and expect applications from all backgrounds. Our commitment to fostering a supportive and dynamic workplace ensures that every employee can thrive and contribute to our collective success.

Explore a variety of networks to assist with professional and/or personal development. Our Employee Networks include:

  • Beazley RACE - Including, understanding and celebrating People of Colour

  • Beazley SHE - Successful, High potential, Empowered women in insurance

  • Beazley Proud - Our global LGBTQ+ community

  • Beazley Wellbeing - Supporting employees with their mental wellbeing

  • Beazley Families - Supporting families and parents-to-be

We encourage internal career progression at Beazley, giving you all the tools you need to drive your own career here, such as:

  • Internal Pathways (helping you grow into an underwriting role)

  • iLearn (our own learning & development platform)

  • LinkedIn Learning

  • Mentorship program

  • External qualification sponsorship

  • Continuing education and tuition reimbursement

  • Secondment assignments

General

It is important that within all your interactions both internally and externally you adhere Beazley's core values - Being Bold, Striving for Better, and Doing the Right Thing as they contribute to an internal environment of teamwork and promote a positive brand image and experience to our external customers." We also expect Beazley employees to:

  • Comply with Beazley procedures, policies and regulations including the code of conduct
  • Undertake training on Beazley policies and procedures as delivered by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) either directly, via e-learning or the learning management system
  • Display business ethics that uphold the interests of all our customers
  • Ensure all interactions with customers are focused on delivering a fair outcome, including having the right products for their needs
  • Comply with any specific responsibilities necessary for your role as outlined by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) and ensure you keep up to date with developments in these areas. This may include, amongst others, Beazley's underwriting control standards, Beazley's claims control standards, other Beazley standards and customer relationship management
  • Carry out additional responsibilities as individually notified, either through your objectives or through the learning management system. These may include membership of any Beazley committees or working groups

The Rewards

  • The opportunity to connect and build long-lasting professional relationships while advancing your career with a growing, dynamic organization
  • Attractive base compensation and discretionary performance related bonus
  • Competitively priced medical, dental and vision insurance
  • Company paid life, and short- and long-term disability insurance
  • 401(k) plan with 5% company match and immediate vesting
  • 22 days PTO (prorated for 1st calendar year of employment), 11 paid holidays per year, with the ability to flex the religious bank holidays to suit your religious beliefs
  • Up to $700 reimbursement for home office setup
  • Free in-office lunch, travel reimbursement for travel to office, and monthly lifestyle allowance
  • Up to 26 weeks of fully paid parental leave
  • Up to 2.5 days paid annually for volunteering at a charity of your choice
  • Flexible working policy, trusting our employees to do what works best for them and their teams

Salary for this role will be tailored to the successful individual's location and experience. The expected compensation range for this position is $150,000 - $200,000 per year plus discretionary annual bonus.

Don't meet all the requirements? At Beazley we're committed to building a diverse, inclusive, and authentic workplace. If you're excited about this role but your experience doesn't perfectly align with every requirement and qualification in the job specification, we encourage you to apply anyway. You might just be the right candidate for this, or one of our other roles.

We are an equal opportunities employer and as such, we will make reasonable adjustments to our selection process for candidates that indicate that, owing to disability, our arrangements might otherwise disadvantage them. If you have a disability, including dyslexia or other non-visible ones, which you believe may affect your performance in selection, please advise us in good time and we'll make reasonable adjustments to our processes for you.

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