Greentech Renewables Jobs in Usa

As a member of our underwriting support team, you will provide high level support to the underwriting function. In this role, you will assist in the preparation of new business quotes and policy issues, as well as rating both new business and renewal applications, while maintaining accuracy and targeted due dates.

Responsibilities:

• 
  
  
• Complete portfolio process (RPA) prior to renewal date
  
  
• Complete pre-underwriting process of renewals by Underwriter due date and new business submissions
  
  
• Coordinate the pre-underwriting process which includes, but is not limited to:
  
  
• Review of application
  
  
• Request for add'l info from agent or PMA staff
  
  
• Classification of exposures
  
  
• Ordering RMA, D&B, MVR's and synopsis
  
  
• Completion of loss trend and development
  
  
• Analysis of large claims and loss trends
  
  
• Review of prior audits
  
  
• Complete new business, renewal and financial notification forms.
  
  
• Attend and fully participate in all Team and Underwriting Meetings
  
  
• Meet with assigned underwriter weekly to discuss and prioritize work processes and tasks
  
  
• Process work in a timely and accurate manner
  
  
• Rate and issue WC new business and renewal policies. Provide instruction to the Rating Center for completion of PAL lines new business and renewal policies.
  
  
• Issue WC and Auto state filings as required.
  
  
• Review correspondence including: Mid-term endorsement requests, Cancellation requests, WC Bureau letters. Respond to inquiries within UA authority.
  
  
• Maintain Corporate Underwriting Image Standards.
  
  
• Contact producers and insureds to obtain information and expedite service.
  
  
• Visits Agents with an Underwriter for the purpose of establishing contact and acquainting them with work routines.
  
  
• May assume a major role in training new hires, special projects, and learning & presenting new material to other Underwriting Assistants.
  
  
• Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work.
  
  

#LI-Hybrid

• 
  
  
• High School diploma or equivalent.
  
  
• 3 years commercial underwriting assistant experience working with small and mid-sized accounts.
  
  
• Experience working with internal/external clients
  
  
• Ability to maintain professional, proficient working relationships
  
  
• Strong team skills.
  
  

#LI-Hybrid

As a member of our underwriting support team, you will provide high level support to the underwriting function. In this role, you will assist in the preparation of new business quotes and policy issues, as well as rating both new business and renewal applications, while maintaining accuracy and targeted due dates.

Responsibilities:

• 
  
  
• Complete portfolio process (RPA) prior to renewal date
  
  
• Complete pre-underwriting process of renewals by Underwriter due date and new business submissions
  
  
• Coordinate the pre-underwriting process which includes, but is not limited to:
  
  
• Review of application
  
  
• Request for add'l info from agent or PMA staff
  
  
• Classification of exposures
  
  
• Ordering RMA, D&B, MVR's and synopsis
  
  
• Completion of loss trend and development
  
  
• Analysis of large claims and loss trends
  
  
• Review of prior audits
  
  
• Complete new business, renewal and financial notification forms.
  
  
• Attend and fully participate in all Team and Underwriting Meetings
  
  
• Meet with assigned underwriter weekly to discuss and prioritize work processes and tasks
  
  
• Process work in a timely and accurate manner
  
  
• Rate and issue WC new business and renewal policies. Provide instruction to the Rating Center for completion of PAL lines new business and renewal policies.
  
  
• Issue WC and Auto state filings as required.
  
  
• Review correspondence including: Mid-term endorsement requests, Cancellation requests, WC Bureau letters. Respond to inquiries within UA authority.
  
  
• Maintain Corporate Underwriting Image Standards.
  
  
• Contact producers and insureds to obtain information and expedite service.
  
  
• Visits Agents with an Underwriter for the purpose of establishing contact and acquainting them with work routines.
  
  
• May assume a major role in training new hires, special projects, and learning & presenting new material to other Underwriting Assistants.
  
  
• Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work.
  
  

#LI-Hybrid

• 
  
  
• High School diploma or equivalent.
  
  
• 3 years commercial underwriting assistant experience working with small and mid-sized accounts.
  
  
• Experience working with internal/external clients
  
  
• Ability to maintain professional, proficient working relationships
  
  
• Strong team skills.
  
  

#LI-Hybrid

Implements standard sales and retention strategy for health insurance or workers compensation accounts with guidance from a supervisor. Utilizes opportunities, resources, technology tools, and customer performance data (e.g., cost utilization, financial, clinical) to meet competitive revenue and growth targets with coaching from a supervisor. Builds and maintains relationships with customers, consultants, brokers, and/or channel partners, including providing information and foundational product knowledge, and resolving or escalating concerns. Builds foundational knowledge of customer businesses and develops account strategies in alignment with customer goals. Collaborates internally and externally to develop account strategy, including supporting communication, and recommending solutions to customers. Follows best practices and established timelines to execute sales and renewals, including administration, negotiations, presentations, rate, product and benefits with guidance from a supervisor. Is accountable for Key Performance Indicators (KPIs) to support the sustained growth and competitive position of KP in the market.

Essential Responsibilities:

• Pursues effective relationships with others by sharing resources, information, and knowledge with coworkers and members. Listens to, addresses, and seeks performance feedback. Pursues self-development; acknowledges strengths and weaknesses based on career goals and takes appropriate development action to leverage / improve them. Adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work. Assesses and responds to the needs of others to support a business outcome.
• Completes work assignments by applying up-to-date knowledge in subject area to meet deadlines; follows procedures and policies, and applies data and resources to support projects or initiatives with limited guidance and/or sponsorship. Collaborates with others to solve business problems; escalates issues or risks as appropriate; communicates progress and information. Supports the completion of priorities, deadlines, and expectations. Identifies and speaks up for ways to address improvement opportunities.
• Provides a positive customer experience within market turnaround expectations by: building and maintaining strategic relationships with customers, consultants, brokers, and/or channels while acting as the KP representative to monitor contract, benefit/service, and renewal activities; demonstrating foundational product knowledge when educating customers, consultants, brokers, and/or channel partners, resolving any questions or concerns; building a working understanding of prospect or customer business to ensure that Request for Renewal (RFR) response and engagement strategies are in alignment with customer goals; partnering with engagement team/specialist to coordinate engagement programs (e.g., member wellness) with coaching from a supervisor; and providing accurate information including recommendations for new products, benefits/services offerings, and pricing models to address customer, consultant, broker, and/or channel needs with coaching from a supervisor.
• Demonstrates commitment to KP sales and retention goals by: implementing standard strategies to meet or exceed targets for retention and growth for accounts in the Book of Business; documenting progress on Key Performance Indicators (KPIs) and maintaining updated Customer Relationship Management (CRM) platform with coaching from a supervisor; and supporting the sustained growth and competitive position of KP in the market.
• Contributes to the execution of sales and renewals by: supporting the RFR process end-to-end, following established timelines and best practices; supporting standard sales and renewals including administration, negotiations, and presentations and rate product and benefit/service validation; following up on contracts, pricing, and membership accounting to implement the negotiated terms for sales and renewals; and identifying cross-sell and upsell opportunities to increase growth and retention.

Minimum Qualifications:

• Bachelors degree in Marketing, Finance, Business Administration, or a directly related field OR minimum three (3) years of experience in sales, customer service, telemarketing, account management, health plan administration, insurance, or a directly related field.

• Accident and Health Insurance License (California) within 3 months of hire

Additional Requirements:

• Knowledge, Skills, and Abilities (KSAs): Customer Experience; Member Service; Benefits/Services; Benefits/Services Presentations

Preferred Qualifications:

• One (1) year of experience in group health care benefits sales, account management, and/or implementation, or a directly related field.
• Health Insurance License in state(s) where applicable.

Account Executive

Employee Benefits Consulting

The Nutter Group | Schaumburg, Illinois

Not Your Typical Brokerage Role

If you currently work at a large brokerage and feel like you are managing accounts instead of leading strategy, this role may be worth exploring.

The Nutter Group is intentionally built differently.

We are a growing firm with a strong reputation and a loyal client base. Our structure is lean. We are not layered, committee-driven, or built around internal bureaucracy. Talented people here are trusted with responsibility and real ownership.

If you want direct influence on client strategy, visible impact on outcomes, and a meaningful role in shaping the future of a firm, this may be the right environment.

About The Nutter Group

Founded in 1991, The Nutter Group is a privately held consulting firm specializing in employee benefits, risk management, and HR and payroll advisory.

We partner with growing and mid-sized employers to design and manage competitive, cost-effective benefits programs. Our work focuses heavily on strategy, financial modeling, and disciplined renewal positioning.

We combine the responsiveness of a boutique firm with the analytical discipline and carrier access often associated with national brokerages.

Our clients stay with us because we lead proactively and execute with consistency.

The Role

The Account Executive owns and strategically guides a defined book of business.

You are responsible for renewal outcomes, client satisfaction, and long-term retention. This role requires someone comfortable leading conversations with executives, evaluating funding strategies, and guiding clients through complex benefit decisions.

This is not an order-taking position.

Key Responsibilities

Client Strategy & Leadership

• Serve as the primary strategic advisor for assigned client relationships
• Lead executive-level discussions around benefits strategy and long-term planning
• Maintain strong relationships with leadership teams and HR partners

Renewal Strategy

• Lead renewal planning and carrier negotiations
• Develop contribution modeling and financial projections
• Evaluate funding structures including fully insured, level-funded, and self-funded plans
• Identify plan design improvements and cost management strategies

Market & Carrier Strategy

• Lead marketing and RFP processes with insurance carriers
• Evaluate competing carrier proposals and plan options
• Guide clients through carrier selection decisions

Implementation & Execution

• Oversee plan implementations and renewals
• Ensure clean execution across carriers, payroll systems, and benefit platforms
• Coordinate internally to ensure strong service delivery

Internal Leadership

• Provide guidance and mentorship to analysts and support staff
• Contribute to improvements in process, technology, and client experience

What Makes This Role Different

• Direct ownership of your client relationships and outcomes
• Close access to firm leadership and decision-makers
• The ability to influence firm strategy, processes, and technology
• Less bureaucracy and internal politics than large brokerage environments
• A visible role in the continued growth of the firm

Accountability and autonomy go together here.

Qualifications

Required

• Bachelor’s degree in Business, Finance, Risk Management, or related field
• 5+ years of experience in employee benefits consulting or brokerage
• Strong understanding of medical plan structures and funding strategies
• Experience leading renewals and carrier negotiations
• Strong analytical and communication skills

Preferred

• Experience working with mid-market employer groups
• Familiarity with benefits administration and payroll platforms
• Professional designations such as CEBS, RHU, or similar

Candidates must be authorized to work in the United States without future sponsorship.

Compensation & Benefits

• Competitive base salary based on experience
• Performance-based bonus tied to retention, growth, and impact
• Health, dental, life, & disability benefits
• 401(k) with employer match
• Opportunity for long-term leadership and expanded influence

A Final Thought

If you are thriving in your current environment and prefer a more structured, layered organization, this role may not be the right fit.

If you want your work to carry more weight, your voice to influence strategy, and your trajectory to be driven by performance, we would welcome a conversation.

Position Title: Manager of Lease Administration & Analytics

Reports to: Director of Real Estate

Work Location: Palm Beach Gardens, FL (On-Site)

Position Summary

The Manager of Lease Administration & Analytics is a highly visible role responsible for the accurate, compliant, and efficient oversight of Midas’ U.S. and Canadian real estate portfolio. This position ensures precise lease abstraction, adherence to contractual obligations, and strong financial integrity while serving as a dependable partner who delivers excellent customer service to internal teams and franchise partners. The role also provides data‑driven insights that enhance portfolio value and support long‑term operational and strategic decision‑making.

The position manages the full lease lifecycle, including abstracting, critical date tracking, compliance oversight, rent and CAM reconciliation review, and coordination with Legal, Finance, and Operations to resolve lease‑related issues. It applies analytical rigor to evaluate portfolio performance, identify cost‑saving opportunities, and support real estate planning for both corporate and franchised locations.

The ideal candidate is proactive, detail‑oriented, and solutions‑driven, with strong communication skills and the ability to collaborate effectively across teams. They excel at interpreting complex lease information and translating it into clear, actionable recommendations that support operational and strategic goals.

Primary Duties and Responsibilities

Lease Administration and Portfolio Compliance

• Manage all aspects of lease administration for approximately 1,200 Midas locations across the United States and Canada.
• Maintain accurate lease abstracts and documentation within the Tango Analytics platform, ensuring all key terms, financial obligations, and critical dates are captured.
• Monitor lease compliance across the portfolio, including rent obligations, operating covenants, notice requirements, landlord obligations, and tenant rights.
• Track and manage critical lease dates such as renewals, expirations, termination rights, purchase options, and rights of first refusal.
• Maintain organized records of executed leases, amendments, assignments, subleases, and related documentation.
• Coordinate with Real Estate and Legal teams on amendments, assignments, relocations, and other changes to existing agreements.
• Address landlord inquiries, notices, disputes, and other compliance matters, escalating issues when necessary.
• Manage tenant insurance requirements and compliance tracking.

Lease Financial Oversight and Analytics

• Track all lease‑related financial obligations, including base rent, percentage rent, CAM charges, tax reimbursements, insurance, and other landlord billings.
• Review landlord invoices and CAM reconciliations to confirm accuracy and escalate discrepancies as needed.
• Maintain accurate tracking of rent escalations and other financial provisions.
• Partner with Finance and Accounting to ensure lease data supports budgeting, forecasting, and internal reporting.
• Prepare financial summaries and analysis related to renewals, restructures, and portfolio optimization initiatives.

Lease Data Management and Systems Administration

• Serve as the primary internal resource for Tango Analytics, ensuring data accuracy and system integrity.
• Record and maintain lease abstracts, amendments, and financial terms within the platform.
• Develop and maintain reporting tools and dashboards using Tango Analytics and internal reporting systems.
• Support system updates, reporting enhancements, and process improvements related to lease administration.
• Establish consistent procedures for lease abstraction, documentation, and data management.

Portfolio Reporting and Business Intelligence

• Prepare regular reporting for Real Estate leadership, including lease expiration schedules, rent obligation summaries, and portfolio analytics.
• Maintain reporting that provides visibility into upcoming lease events, portfolio risk exposure, and financial commitments.
• Monitor portfolio metrics such as lease term exposure, landlord concentration, property control opportunities, and renewal timelines.
• Provide data and insights that support portfolio planning and strategic decision‑making.

Cross-Functional Coordination and Support

• Collaborate with Real Estate, Finance, Legal, Franchise Development, and Operations teams on lease‑related matters.
• Provide lease summaries, documentation, and supporting information for renewals, amendments, relocations, and other real estate transactions.
• Support negotiations by supplying accurate lease data and historical information.
• Coordinate with landlords, brokers, attorneys, and other external partners regarding lease documentation and administration.

Strategic Portfolio Support

• Collaborate with Real Estate, Finance, Legal, Franchise Development, and Operations teams on lease related matters.
• Provide lease summaries, documentation, and supporting information for renewals, amendments, relocations, and other real estate transactions.
• Support negotiations by supplying accurate lease data and historical information.
• Coordinate with landlords, brokers, attorneys, and other external partners regarding lease documentation and administration.

Qualifications

• Bachelor’s degree in Real Estate, Business, Finance, or related field.
• 5+ years of experience in commercial lease administration, preferably within a multi‑unit retail or franchise environment.
• Proficiency with Microsoft Office, Tango Analytics, Smartsheet, and familiarity with lease management software (e.g., MRI, Yardi, Visual Lease, CoStar).
• Strong attention to detail, analytical capability, and presentation skills.
• Understanding of lease accounting standards and financial principles.
• Exposure to legal lease negotiations or real estate law.
• Ability to travel to select markets, conferences, and events as needed.

Why Join Midas?

At Midas, we’re more than just a car care brand, we’re a community of entrepreneurs, innovators, and customer champions. Join us in shaping the future of automotive service through smart growth and strategic real estate leadership.

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.

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

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.

Commercial Leasing Manager and Tenant Relations

Direct Hire; up to $95K base salary plus bonus and commissions

San Francisco, CA 94104

Seeking full-time, on-site Leasing Manager to lead occupancy growth for a high-profile class A commercial property in downtown San Francisco. Current occupancies stand at approximately 50%. The goal is to achieve 75% occupancy by December 31, 2026, through tenant retention, new lease acquisitions and strategic outreach.

Key responsibilities to proactively retain existing tenants as the relationship manager through lease renewals. Identify, qualify and close new office tenants to drive occupancy, negotiate terms and coordinate with brokers and legal teams, maintain detailed pipeline reports and provide regular updates to ownership. Work with architects to figure out suitable configurations for tenants.

DUTIES and RESPONSIBILITIES

Leasing Support:

1. Manages the daily activities of the leasing operations department in accordance with the organization policies and standards.
2. Responsible for all leasing functions, which may include reviewing all leases and negotiating lease transactions and agreements.
3. Work with Legal Counsel and Property Manager on updating leasing template for the building.
4. Draft and negotiate lease proposals, term sheets, and working with Leasing Broker and outside Legal Counsel, if needed, to negotiate and finalize lease transactions. On a weekly basis, update and keep supervisor informed on all matters.
5. Review lease renewals. Following up with existing tenants to quote rents, assist with renewal questions, and relay lease information to tenants as directed.
6. Facilitate weekly meeting with updates on leasing activity, provide quarterly leasing forecast, and help prepare annual budgeting at year-end. Responsible for the productivity and budgetary performance of the leasing operations department.
7. Work alongside the leasing team to facilitate tours and ensure current suites are maintained and ready for immediate showing.
8. Liaise with Leasing Brokers, Legal Counsel, Architect, Construction Manager and Property Manager on leasing tasks to increase revenue and to ensure tenant improvements are timely and rent commencement dates are properly documented.
9. Review and approve commission invoices for new leases, renewals, sales, etc. for retail and commercial suites.
10. Monitor local real estate news and market trends for competitive buildings in the marketplace and present new ideas to the supervisor, in reaching at the minimum of 75% occupancy target.
11. The ability to work independently and manage all aspects of commercial leasing and marketing.

Tenant Relations:

1. Oversees completion of all necessary paperwork and ensures proper customer service.
2. Act as the primary point of contact for all tenants leasing requests. Implement "Return to Office" (RTO) programs and community events to improve tenant satisfaction and building community.

SKILLS and QUALIFICATIONS

1. The ability to deliver exceptional customer service in increasing tenancy.
2. Detail oriented and thorough when reviewing leasing contracts.
3. Think and act strategically and demonstrate strong problem-solving capabilities.
4. Technical Skills: Proficiency in Microsoft Office.
5. Communication: Ability to present information (verbal and written) in a clear, concise and thoughtful manner. Exceptional service-oriented mindset with the ability to handle tenant issues professionally.

EDUCATION and TRAININGREQUIREMENTS

1. Education: Bachelor’s Degree or equivalent experience.
2. Experience: Minimum 3–5 years in Commercial Real Estate Leasing.
3. Experience in an urban high-rise or "Class A" asset is a plus.
4. Strong knowledge of San Francisco downtown market dynamics and broker network.
5. Proven ability to meet aggressive occupancy targets in a competitive environment.
6. Have an established network in the commercial real estate field.

COMPENSATION & BENEFITS

This role offers a competitive base salary for an operations-focused professional ready to make their mark on a significant San Francisco asset.

Performance based commissions:

1. 5% of gross lease value on new deals
2. 2% for renewals

Bonus; 5% bonus if met target of 75% occupancy by 12/31/26 Benefit Package: Medical, Dental, Vision and 401(k) plan. Possible parking.