Mcgriff Fsa Account Jobs in Usa
6,702 positions found
The Account Manager is responsible for interacting with customers on an executive level and acting as an extension of the client; understanding and communicating agreed upon expectations to field offices and increasing the market share of business by providing service that meets and exceeds customer expectations, stewardship reporting, commitment to customer goals, and introducing/selling/implementing additional services.
This is a remote position, but candidate must live in Dallas/Fort Worth area.
Essential Functions & Responsibilities:
- Provide consultative customer services for one or more new or established accounts
- Introduce new services independently or with assistance as needed
- Handle local or regional accounts
- Manage accounts with revenue in one region and a minimum revenue amount of $1m per account with a combined revenue for all accounts of over $3m.
- Revenue growth with existing accounts
- Accounts Receivable - Responsible for all aspects of collections in conjunction with the respective operations management
- Client Stewardship - Responsible for conducting regular stewardship meetings and overseeing the integrity and delivery of client specific reports and information; must perform in a consultative role identifying trends and providing CorVel solutions to market and business challenges
- Client Retention - Maintain continuous communication with customers to ensure that all service expectations are identified and maintained; communicate and engage senior management in account status, challenges and goals; every national account and large account will have an RVP (Regional Vice President) as a senior operations representative assigned to the account
- Proactively raise concerns or potential issues to appropriate members of the management and executive team to remedy immediate concerns before they become issues; maintain an open items matrix to document all issues and resolution
- Facilitate and coordinate internal customer set-up and external implementation
- Coordinate and attend customer meetings; ensure CorVel participants are engaged
- Discuss, understand, and meet agreed upon standards as mutually determined by CorVel and customer
- Develop/maintain account service instructions/communicate to service staff and post on the Intranet
- Manage contract renewals/price increases; coordinate with the AE and/or management team as appropriate
- Present information to assigned customers in an organized and persuasive fashion for contract renewals, service issue discussions, or additional product sales
- Regular attendance on the Monthly Account Manager Call
- Provide monthly account updates and document all new service opportunities in
- Additional duties as assigned
Knowledge & Skills:
- Reliable professional with the ability to achieve balance between customer orientation and a results-driven approach
- Knowledge of CorVel's services and completion of all CorVel Product Training Modules
- Business acumen, coupled with enthusiasm and decorum
- Excellent communication/presentation skills and ability to build relationships
- Strong interpersonal skills and commitment to customer service
- Able to work collaboratively and independently
- Highly developed organizational abilities as well as analytical and time management skills
- Must be proficient in Microsoft Office applications and CRM software (Salesforce)
Education & Experience:
- Bachelor's degree, national certification or equivalent in business or sales and marketing
- Demonstrated experience in account management
- Training within the insurance industry, managed care or related field preferred
Pay Range: $68,696 $114,313
CorVel uses a market based approach to pay and our salary ranges may vary depending on your location. Pay rates are established taking into account the following factors: federal, state, and local minimum wage requirements, the geographic location differential, job-related skills, experience, qualifications, internal employee equity, and market conditions. Our ranges may be modified at any time.
For leveled roles (I, II, III, Senior, Lead, etc.) new hires may be slotted into a different level, either up or down, based on assessment during interview process taking into consideration experience, qualifications, and overall fit for the role. The level may impact the salary range and these adjustments would be clarified during the offer process.
A comprehensive benefits package is available for full-time regular employees and includes Medical (HDHP) w/Pharmacy, Dental, Vision, Long Term Disability, Health Savings Account, Flexible Spending Account Options, Life Insurance, Accident Insurance, Critical Illness Insurance, Pre-paid Legal Insurance, Parking and Transit FSA accounts, 401K, ROTH 401K, and paid time off.
CorVel is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable.
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.
Collaborative. Respectful. A place to dream and do. These are just a few words that describe what life is like at Toyota. As one of the world's most admired brands, Toyota is growing and leading the future of mobility through innovative, high-quality solutions designed to enhance lives and delight those we serve. We're looking for talented team members who want to Dream. Do. Grow. with us.
An important part of the Toyota family is Toyota Financial Services (TFS), the finance and insurance brand for Toyota and Lexus in North America. While TFS is a separate business entity, it is an essential part of this world-changing company- delivering on Toyota's vision to move people beyond what's possible. At TFS, you will help create best-in-class customer experience in an innovative, collaborative environment.
To save time applying, Toyota does not offer sponsorship of job applicants for employment-based visas or any other work authorization for this position at this time.
The Toyota Motor Credit Corp. (TMCC) Accounting Department is looking for passionate and highly motivated Accounting Managers/Consultants.
The primary responsibility of this role is to ensure accurate and timely preparation and delivery of financial results in conformity with US GAAP and IFRS while supporting department and company-wide initiatives to develop our business and grow internal capabilities.
Toyota's TMCC Accounting Department has multiple Accounting Manager/Consultant positions open. As we progress through the interview process with highly qualified candidates, we will share specific available roles and help match candidate interests with the right opportunity. Open positions may span a range of departments, including Loan and Lease Accounting, Insurance Accounting, Treasury Accounting, Financial Reporting, or others.
What you'll be doing:
- Provide training, development, and support for direct reports and other team members through real-time feedback. Challenge the status quo by taking calculated risks and move the department forward. Build trusting working relationships with direct reports and peer groups. Influence peers and management to work towards departmental goals.
- Perform timely review of journal entries, account reconciliations, analytical procedures, and financial reporting deliverables.
- Responsible for the accuracy and oversight of monthly/quarterly and annual accounting and reporting processes (including SEC, parent company, management and regulatory reporting).
- Present financial results to Accounting leadership.
- Lead and support accounting projects.
- Ensure that the SOX control processes have been designed properly, documented and are being executed appropriately.
- Support quarterly reviews and audits performed by both external and internal auditors.
- Research and identify new/changes to accounting guidance, products, systems, and business processes. Implement needed adjustments to incorporate changes.
- Serve as the SME in technical accounting, business operations, and accounting systems for areas of responsibility.
- Continuously look for opportunities to strengthen and/ or streamline existing accounting policies, procedures and processes. Recommend process improvements as appropriate.
What you bring:
- Bachelor's degree required
- 7+ years of relevant work experience (in similar field and/or industry)
- Successful leadership experience
- Advanced knowledge of Microsoft Excel and Word and demonstrated talent for using technical tools in account analyses and research
- Strong working knowledge of US GAAP
- Month End Close and/or Financial Reporting experience
- Strong analytical skills
Added bonus if you have:
- CPA preferred
- Knowledge of IFRS
- Public accounting experience
- SAP and Hyperion knowledge
- Financial Services experience
What we'll bring:
During your interview process, our team can fill you in on all the details of our industry-leading benefits and career development opportunities. A few highlights include:
- A work environment built on teamwork, flexibility, and respect
- Professional growth and development programs to help advance your career, as well as tuition reimbursement
- Team Member Vehicle Purchase Discount
- Toyota Team Member Lease Vehicle Program (if applicable)
- Comprehensive health care and wellness plans for your entire family
- Toyota 401(k) Savings Plan featuring a company match, as well as an annual retirement contribution from Toyota regardless of whether you contribute
- Paid holidays and paid time off
- Referral services related to prenatal services, adoption, childcare, schools and more
- Tax Advantaged Accounts (Health Savings Account, Health Care FSA, Dependent Care FSA)
- Relocation assistance (if applicable)
Our success begins and ends with our people. We embrace all perspectives and value unique human experiences. Respect for all is our North Star. Toyota is proud to have 10+ different Business Partnering Groups across 100 different North American chapter locations that support team members' efforts to dream, do and grow without questioning that they belong.
Applicants for our positions are considered without regard to race, ethnicity, national origin, sex, sexual orientation, gender identity or expression, age, disability, religion, military or veteran status, or any other characteristics protected by law.
The Associate Account Executive - Sales (AAE-S) is responsible for making scheduled marketing sales calls to new and existing clients within their assigned territory. This role maintains account histories and completes marketing assignments. The AAE-S enters client data and updates the database with job postings. The AAE-S maintains relationships with clients within their respective territory to solicit feedback, provide support, solve issues, and gain additional business/job orders.
Sales - 80%
- Sources, generates, and prospects sales leads by making telephone calls to clients by contacting clients via telephone calls, e-mails, text messages and third-party site messaging
- Contacts client facility leaders including but not limited to c-suite executives, medical directors and department heads to qualify them, sell our services, and inquire about needs for locum tenens coverage
- Reviews external job boards to prospect new business opportunities
- Qualifies the viability of client opportunities
- Updates and verifies pertinent information such as client contact name, job titles, contact information, staffing levels, and personnel needs for specialty departments in the company database information
- Enters open orders for respective clients
- Ensures the integrity and accuracy of information entered in the company database
- Conducts “two bite” check-ins with clients to ensure orders have been filled to their satisfaction
- Manages daily schedule of calls, meetings, and follow ups
- Achieves/exceeds daily and monthly activity goals and metrics as set by their manager; exceeds KPI production metrics measured by all communication activity
- Keeps management informed of area activities, significant issues, and changes in volume
Account Management - 20%
- Identifies potential future needs with existing clients by building and maintaining business relationships
- Ensures client needs are satisfied and that they are informed of new products and price changes
- Resolves client requests, complaints, and issues
- Follows up with clients routinely to ensure there are no additional challenges
SECONDARY FUNCTIONS (IF APPLICABLE)
- May send appropriate targeted marketing materials to clients as needed
- May work on special projects or other duties as assigned
SUPERVISORY/BUDGETARY/EXTERNAL COMMUNICATION RESPONSIBILITY
- Communicates with external clients
QUALIFICATIONS – EDUCATION, WORK EXPERIENCE, CERTIFICATIONS
- High School Diploma or equivalent required; Bachelor’s degree preferred
- Internal candidates: Successful completion of internal Account Representative training
- External candidates: 1+ year(s) of sales or recruiting experience preferred
KNOWLEDGE, SKILLS, AND ABILITIES
- Ability to adhere to and exhibit the Company Values at all times
- Working knowledge of Microsoft Word, Excel, PowerPoint, Outlook, and Teams
- Working knowledge of Salesforce or relative CRM systems
- Ability to effectively manage multiple competing priorities in a fast-paced sales environment
- Strong attention to detail
- Strong customer service mindset
- Strong organizational and time management skills
- Ability to work independently
- Strong communication skills - both oral and written
- Solid critical thinking and creative problem-solving skills
- Ability to negotiate and influence
- Ability to research leads and potential business opportunities
- Ability to work with sensitive information and maintain confidentiality
KEY COMPETENCIES REQUIRED
- Ensures Accountability
- Persuades
- Action Oriented
- Being Resilient
- Manages Ambiguity
- Resourcefulness
- Manages Complexity
- Drives Results
- Interpersonal Savvy
- Demonstrates Self-Awareness
- Nimble Learning
- Instills Trust
What's in it for you
- Company-paid benefits (Basic Life and AD&D, Short and Long-Term Disability, Employee Assistance Program, Compass Health Advocate and Transitions).
- Healthcare benefit options (Value Plan, High Deductible Plan with HSA, Healthcare FSA, Dependent Care FSA, Prepaid Legal Services, 529 Savings Plan, Pet Insurance).
- Paid parental leave.
- Company sponsored 401k plan with company matching.
- PTO that accrues at a rate of 15 days/year for 1st year and continues to increase with tenure.
- Tuition reimbursement for continuing education.
- An opportunity to work at a state-of-the-art facility in Alpharetta which features an on-site daycare and cafeteria, world-class fitness center and wellness clinic.
EEO Statement
We are an Equal Opportunity Employer and do not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, or any other protected status under the law.
Job Description:
Fulfillment Specialist – Full Time
Your Opportunity:
As a member of our Fulfillment Center and Warehouse Team, you'll thrive in an inclusive, safety-first work environment that values your individual ideas and perspectives. At Chewy, you'll be empowered to build, grow, and advance your skills - while contributing to the success of our team.
Why you'll love working here:
Across all Chewy roles and locations, you'll work within an encouraging and collaborative culture, receive competitive pay and wage increases, and make a positive impact on millions of pets and pet parents everywhere.
We offer the following benefits for our Team Members:
- 20% Discount
- Medical, Dental, Vision, FSA and HSA (eligibility on the 1st of the month following date of hire)
- Life and Disability Insurance
- 401(k) with company matching
- Wellness benefits through Wellbeing @Chewy
- Employee Assistance Program (EAP)
- Paid Time Off: Team Members are eligible to accrue up to 80 hours of PTO their first year
- Subsidized child, adult, and pet backup care through
- Discounts on many items through the LifeMart Discount platform
- The option to sign up for Payactiv's Earned Wage Access program and access a portion of the money you've already earned, before your regular payday!
- Opportunity for wage increases starting after 3-months of service
- Referral Bonuses - $500 per referral
What you'll do:
We focus on excellent customer service, and we take pride and phenomenal care in every order we fill for our customers – and their fuzzy family members. Fulfillment Specialists perform a wide range of warehouse functions, including:
- Labeling, replenishing, box making, loading/unloading trailers, moving stowed product to various locations using a Forklift, etc.
- Fulfilling and coordinating orders to ensure customer delivery process is efficient and accurate.
- Crafting accurate shipping documentation for domestic shipments.
- Safely and efficiently operating Powered Industrial Trucks (PIT) and material handling equipment to receive or transport product to storage and staging locations.
What you'll need:
- Must be at least 18 years old.
- This role requires the ability to read, write, and speak English in order to understand and follow safety procedures, interpret work instructions, complete required documentation, and communicate effectively with team members.
- Understand and adhere to our safety guidelines and procedures.
- Willing to be trained on PIT equipment—e.g., Movexx/Amigo, Walkie Stacker, Double Walkie Rider, etc.
Physical job requirements:
- Walk up to 2 miles per shift.
- Frequently lift up to 50 pounds.
- Frequently lift up to 70 pounds using an optional team lift.
- Rarely lift greater than 70+ pounds using a team lift.
- Stand, push, pull, carry, squat, and kneel.
- Climb up and down stairs (where applicable).
- We offer the following benefits for our team members:
- 20% Discount
- Medical, Dental, Vision, FSA and HSA (eligibility on the 1st of the month following date of hire)
- Life and Disability Insurance
- 401(k) with company matching
- Wellness benefits through Wellbeing @Chewy
- Employee Assistance Program (EAP)
- Paid Time Off: Team members are eligible to accrue up to 80 hours of PTO their first year
- Subsidized child, adult, and pet backup care through
- Discounts on many items through the LifeMart Discount platform
- The option to sign up for Payactiv's Earned Wage Access program and access a portion of the money you've already earned, before your regular payday!
- High volume and specialty positions are eligible for wage increases starting after 3-months of service
- Referral Bonuses - $500 per referral
We offer different types of insurance, such as medical/Rx, vision, dental, life, disability, hospital indemnity, critical illness, and accident. We offer parental leave, family services benefits, backup dependent care, flexible spending accounts, telemedicine, pet adoption reimbursement, employee assistance program, and many discounts including 10% off pet insurance and 20% off at .
Non-exempt hourly team members accrue paid time off (PTO) subject to manager approval. Non-exempt hourly team members in Fulfillment Centers and Customer Service are also eligible for additional unplanned unpaid time off (UTO). Team members will receive six paid holidays per year. Team members may be eligible for paid sick and family leave in compliance with applicable state and local regulations.
Chewy is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, ancestry, national origin, gender, citizenship, marital status, religion, age, disability, gender identity, results of genetic testing, veteran status, as well as any other legally-protected characteristic. If you have a disability under the Americans with Disabilities Act or similar law, and you need an accommodation during the application process or to perform these job requirements, or if you need a religious accommodation, please contact
To access Chewy's California CPRA Job Applicant Privacy Policy, please click here.
Job Description:
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.
Pacific Life is seeking a Senior Actuary (FSA) to join our Annuity Rate Setting team within the Consumer Markets Division. In this role, you will help own and execute annuity rate actions that directly influence sales outcomes, profitability, and risk. This role is hybrid, based out of Newport Beach, CA or Omaha, NE.
You’ll support the end‑to‑end execution and evolution of annuity rate management, partnering closely with Sales, Investments, Hedging, Finance, and Risk to balance competitiveness with long‑term financial discipline.
This is a hands‑on, judgment‑driven position for an actuary who wants meaningful ownership of decisions - not just process execution - and clear visibility into how actuarial work impacts business results. Success in this role is reflected in timely, well‑supported rate actions that balance competitiveness, profitability, and risk.
How you’ll help move us forward:
Rate Setting & Financial Execution
- Execute and oversee recurring annuity rate‑setting activities with accuracy, discipline, and strong controls
- Analyze movements in returns and profitability, clearly explaining key drivers and implications
- Support asset, duration, and yield alignment in partnership with Investments and Risk
- Apply strong reasonability checks and professional judgment to validate results
Sales Alignment via Rate Management
- Partner with Sales to ensure rate actions align with sales goals through a clear rate management strategy
- Frame rate recommendations around tradeoffs between competitiveness, profitability, and risk
- Translate actuarial results into clear implications for sales outcomes and market positioning
Analysis, Ownership & Influence
- Investigate moderately complex issues and develop pragmatic, well‑reasoned recommendations
- Explain downstream financial and business impacts of rate and assumption changes
- Present clear, decision‑ready insights to leadership to support rate actions
- Provide peer review and technical guidance to support consistent, high‑quality actuarial output
Process Discipline & Stakeholder Partnership
- Own components of the rate‑setting process, not just individual tasks
- Identify and implement process, methodology, and automation improvements
- Maintain strong documentation and control discipline around rate‑setting decisions
- Communicate clearly with both technical and non‑technical stakeholders and proactively manage expectations
The experience you bring:
- FSA required (Fellow of the Society of Actuaries)
- 6+ years of actuarial experience, with a strong preference for annuities, pricing, rate management, or related areas
- Bachelor’s degree in Actuarial Science, Mathematics, Statistics, Finance, or a related quantitative field
- Ability to work independently with data using SQL and modern analytics or BI tools (e.g., Python, Tableau, or Power BI) as part of day‑to‑day decision‑making
- Demonstrated ability to apply sound judgment in ambiguous or imperfect situations
- Clear, concise communicator able to explain “what changed, why, and what it means”
- Ownership mindset with accountability for outcomes
What makes you stand out:
- Experience aligning actuarial outcomes with sales objectives through rate management
- Comfort balancing competitiveness and profitability under real constraints
- Track record of improving or modernizing actuarial processes
Base Pay Range:
The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
$167,670.00 - $204,930.00
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.
- Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
- Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
- Paid Parental Leave as well as an Adoption Assistance Program
- Competitive 401k savings plan with company match and an additional contribution regardless of participation
You Can Be Who You Are
We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.
What’s life like at Pacific Life? Visit /lifeatpacificlife
EEO Statement:
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
Cleaver Brooks is looking for a Strategic Account Manager to join our team. The Strategic Account Manager has responsibility for assessing, developing, managing, maintaining and growing business within major account customers that are in alignment with corporate growth and business development initiatives of Cleaver-Brooks.
Any salary estimation specified in this job board may or may not be aligned with our organization's pay philosophy. Apply to connect with a Talent Acquisition Partner who can provide you more details!
Job Location: Thomasville, GA (Open to other Cleaver Brooks locations or remote)
The Strategic Account group is part of the Account Management Department which is responsible for managing and coordinating the sales efforts of Cleaver-Brooks three business units and the Sales Representative Organization. The three business units are (1) Packaged Boiler Systems, (2) Engineered Boiler Systems, (3) Asset Lifecycle Management. Responsibilities of the account management department include managing the sales activities of the representative sales force and assisting the business units with sales support. Furthermore, assistance is required to support the global sales and service organizations as they promote and sell the full breadth of product offering from Cleaver-Brooks.
Essential functions:
- Manage the Strategic Account program and serve as the primary point of contact with targeted companies in select vertical markets.
- Develop and manage standard operating processes around strategies and business plan development, analysis, and implementation for the targeted accounts
- Possess a thorough understanding of multilevel sales process of large capital equipment intensive corporations while also managing the relationships of accounts in conjunction with an independent representative organization.
- Experience with sales agreements and equipment contract language is essential.
- Initiate, manage and supervise business development initiatives for the strategic account program and regularly report on account status, metrics and key performance indicators.
- Create, manage, maintain and deliver periodic reports highlighting Strategic Account program performance. Additionally, develop strategies and business plans for annual growth.
- Maintain Salesforce CRM records and prepare account reviews, pipeline reports, and activity plans
- Collaborate across internal businesses to ensure the accounts are supported cross functionally.
- Possess excellent organization and communication skills both written and oral.
- Effectively interact with a number of outside companies including sales and service representatives, customers, end-users, business associations and professional organizations
- Stay current with changes and advances in technology as well as changes within the Corporation. Utilize this knowledge to recommend improvement in systems and procedures.
- Proactively take action to achieve the department goals
Basic Requirements:
- Bachelor's degree (BA or BS) from four-year College or University in related field, preferably in Engineering, Marketing, Business or Finance.
- MBA preferred
Experience:
- 5+ years of experience showing advancement, business development and sales growth including sales and marketing support services
- Preferred experience with capital equipment Sales Management with large national/global accounts.
Other Requirements:
- Other duties as assigned by the Vice President of Account Management
- An entrepreneurial aptitude with an ability to thrive in a fast-paced, creative, performance-driven environment that is focused on stretch goals and tied to metrics.
- Enforce appropriate standards, processes, and documentation required to successfully support a Strategic Account program on an ongoing basis.
- Proven ability to quickly learn new applications, processes, and procedures
- Must be able and willing to collaborate in a team/cooperative environment as well as exercise independent judgment and initiative
- Ability to set and change priorities amongst multiple competing constituencies and project ambiguities. Must possess a 'can do attitude'.
- Ability to be a self starter, take initiative, and perform quality work with minimal supervision
- 60+% travel within North America to support the sales programs will be required.
- Managing and Planning Marketing Events/Meetings targeting business development with new and existing accounts.
- Experience and a successful record in a role of developing and working with large Key Accounts, Sales Account Management and New Business Development or similar roles.
- Prefer candidates who are highly resourceful, possess an intellectual curiosity, a desire to investigate, and will take initiative to explore available sources of information to acquire the necessary data.
Benefits of Being a Cleaver-Brooks Employee:
- Competitive salary
- Comprehensive benefits, including medical, dental, vision, maternity support program, discounted virtual physician visits, voluntary medical benefits (Critical Illness, Hospital Care, and Accidental Injury), FSA, HSA, life insurance, short term and long-term disability
- Cash matching 401(k) plan
- Employee assistance program (EAP)
- Pet insurance
- Employee discount program
- Tuition assistance
- Paid time off and 11 paid holidays
Who is Cleaver-Brooks:
Cleaver-Brooks is the market leader in providing fully integrated boiler and burner systems. We lead the boiler/burner industry due to our unmatched distribution network's ability to deliver the knowledge, service, training, and support that are essential to long-term performance. Our customers will tell you that we are the only equipment provider that manufactures boilers, burners, controls, and a full array of ancillary and aftermarket products. They will also mention that our unique single-source capability means that we can deliver fully integrated boiler room solutions that reduce overall costs and optimize space. It is our focus on products that deliver the most efficient, reliable, safe, and environmentally sustainable solutions that differentiate us in the marketplace. Cleaver-Brooks continues a 90+ year legacy of providing the customers we serve with extraordinary products designed to deliver unsurpassed performance through the power of commitment.
This description indicates the general nature of the tasks and responsibilities required of positions given this classification. It is not intended as a complete list of specific duties and responsibilities. Nor is it intended to limit or modify the right of management to assign, direct, and control the specific duties of individuals performing this function. The Company reserves the right to change, modify, amend, add to or delete from any section of this document as it deems, in its judgement, to be proper.
By applying for this job and providing your mobile number, you consent to receive an initial text message from a Cleaver Brooks Talent Team member. You will have the option to opt out upon receiving the message. Messages may include updates on your application, scheduling initial screenings or interviews, and similar communications. Standard message and data rates may apply, and message frequency may vary.
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Company Description:
- At Zion Solutions Group, we believe our people are the foundation of our success. We're not just looking for employees; we're seeking passionate innovators who are ready to shape the future of supply chain solutions. At Zion, you'll be part of a team that thrives on challenges and pushes the boundaries of what's possible.
- Our core purpose is to leave a positive and lasting impact on the lives of those we touch. We are driven by three core values: Be Bold, where we harness passion, creativity, confidence, and innovation to go above and beyond for our team, partners, customers, and community; Unwavering Commitment, where we are dedicated to building and maintaining long-lasting relationships by being trusted advisors in our industry and stewards of our culture; and Better Together, where we recognize the power and responsibility of trust, teamwork, and collaboration in pursuing a greater purpose. Through these values, we strive to create an environment where we can all grow, thrive, and make a meaningful difference.
Position Overview:
- The Strategic Account Executive (SAE) owns, cultivates, and expands relationships within Zion Solutions Group’s (Zion) prospects and customers. The SAE acts as the quarterback for assigned and new target accounts, aligning Zion resources, advancing strategic growth, and ensuring exceptional customer outcomes. The SAE will use Zion’s ICP to help qualify, develop, and maintain long-term relationships.
Core Responsibilities:
Account Ownership & Relationship Management
- Serve as the primary relationship owner for assigned and new accounts, developing strong multi-level relationships, even when an active opportunity does not exist.
- Maintain a detailed account playbook that includes organizational charts, key decision-makers, buying criteria, personal preferences, and critical milestones.
Strategic Growth & Positioning
- Breakthrough to assigned and new target accounts
- Identify, qualify, and shape opportunities within assigned and new accounts.
- Partner closely with others on the Business Development Team, Sales, Engineering, and Leadership teams to pursue and secure new business, driving measurable revenue and margin growth.
- Continuously monitor competitive activity and refine Zion’s positioning and win strategy within each account to maintain a strong market presence and increase qualified pipeline creation from existing customers.
Customer Advocacy & Experience
- Champion the customer experience by leading Quarterly Business Reviews (CBRs) and post-project debriefs.
- Design and execute customer engagement activities such as tailored events, site visits, and executive meetings to strengthen relationships and advocacy.
Planning, Execution & Governance
- Develop and execute comprehensive annual and rolling account plans that outline objectives, strategies, key risks, and growth initiatives.
- Ensure CRM accuracy and provide timely, data-driven updates on account health, pipeline status, and at-risk relationships.
Metrics & Performance Management
- Consistently monitor key account performance indicators, including revenue and margin growth, customer retention, pipeline creation, and forecast accuracy. Use these insights to guide strategy, support data-driven decision-making, and ensure alignment with organizational goals.
Qualifications:
- Bachelor’s in business, Engineering, or related field (or equivalent experience).
- 5+ years in Account Executive, BD, or customer success (preferably in material handling/logistics/integration).
- Proven success, building executive relationships and driving multi-year growth.
- Strong business acumen; comfortable with financials, ROI, and value cases.
- Excellent communication, negotiation, and executive presence.
- Organized, proactive, and collaboratively aligned with Zion’s core values: Be Bold, Unwavering Commitment, Better Together.
- Ability to travel up to 40% or as needed
Physical demands:
- Fun, with a side of work, is to be expected daily.
- Work outside of normal business hours can happen from time to time as we get busy closing business!
- Get to experience Operations up close and personal. This means:
- Occasional climbing on steps, scaffolding and/or mezzanines.
- Standing or walking for a long period of time.
- Possible exposure to noise levels exceeding recommended DBA levels.
- Working in office, warehouse, and manufacturing facilities
Our Salary and Benefits:
- We offer competitive compensation plus a comprehensive benefits package that aims to develop a world-class team by holistically supporting the individual. Zion believes that supporting all employees to have a full life, inside and outside of work, results in a team that feels personally engaged in Zion’s success.
- Zion strives for salary equity based on the job, and the candidate’s experience, skills, education, and (once hired) performance at Zion—not based on a candidate’s negotiation skills, gender, race, sexual orientation, or any other non-skills-based attributes.
Benefits:
- Quality Medical, Dental, Vision Insurance, with substantial employer subsidy
- 401(k), with up to 4% employer match
- Life, AD&D, Critical Illness, Legal Assistance, Group Accident, Hospital Indemnity, Short- and Long-Term Disability
- FSA
- Health & Wellness Benefit
- Casual Work Environment, with flexible hours
- Highly Flexible PTO with Generous Holiday Schedule
- Vacation day on your birthday
- 3 paid volunteer days off
- Swag Allowance
- Pet-friendly office
*** Employees may be required to perform other job-related duties as requested by their supervisor, subject to reasonable accommodations. ***
Join The HUB International Team!
Hi we’re HUB. We are proud to be ranked among the world’s largest insurance brokerages, advising businesses and individuals on how to prepare for the unexpected. At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our clients and organization.
We are currently hiring an Accounts Payable Associate in the Hub Financial Center (HFC). The HFC is the centralized accounting team for HUB International. Our Accounting Associates are at the core of our organization. Through a wide variety of assigned functions by department, they ensure that HUB delivers on its fiduciary responsibility to our clients, mitigate risk, and create value.
Impact:
The Accounts Payable Associate is our core processing team member. Assigned to one of our transactional accounting teams they perform the essential accounting duties. They are detail oriented, dependable and have adaptability to shift priorities while collaborating in a team environment.
What you’ll do:
· Efficiently handle the processing of high-volume invoices, ensuring accuracy and timeliness
· Prepare and maintain accounting documents that support transactions
· Research, track and resolve accounting discrepancies and questions
· Ensuring that assigned responsibilities and tasks are completed within service level agreements
· Reviewing and verifying the accuracy of supporting documentation as required
Qualifications:
· Required a minimum of 1 year in a service, accounting, banking, or finance field
· High school diploma/GED required (College degree preferred)
· Excellent attention to detail and accuracy in supporting processing functions
· Strong organizational skills and ability to prioritize tasks effectively
- · Demonstrated proficiency working with Microsoft Office and basic computer skills
The expected salary range for this position is $19.00 to $26.50 per hour and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.
HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
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About Diversified:
Diversified is a global leader in audio visual and media innovation, recognized for designing and building the world's most experiential environments. Our award-winning team specializes in delivering solutions for the most complex, large-scale and immersive installations. Serving a global clientele that includes major media organizations and retailers, sports and live performance venues, corporate enterprises, and government agencies, Diversified partners with clients to create spaces that bring people together and keep them coming back.
What to Expect:
At Diversified, we're on a mission to create a world without boundaries, where technology enables all people to connect and experience the moments that matter, wherever they choose to be. With clients spanning the globe and an exciting pipeline of projects across industries, Diversified offers more than just a job. We offer a career path with the flexibility to grow personally and professionally, wherever your ambitions take you.
As a Diversified associate, you'll dive headfirst into big, complex, and rewarding projects that push the boundaries of what's possible. Plus, you'll enjoy a flexible work environment, competitive compensation and benefits, and a culture that celebrates diversity and inclusion.
IF YOU CAN DREAM IT, YOU CAN DO IT AT DIVERSIFIED.
How You'll Contribute:
Under general guidance, the Account Executive is responsible for the business development and sales growth for their assigned market. The Account Executive is responsible for providing Diversified's clients and prospects the highest possible level of quality in service to their account, ensuring client expectations are met or exceeded by fulfilling client expectations.
***** Location: ideal candidate will be residing in the Houston area
What You'll Do:
- Meet or exceed top line revenue and profitability targets for sales territory/portfolio.
- Creates account specific strategies with new and existing accounts that maximizes the business potential, aligning with the Business Unit goals.
- Secure new sales opportunities in target markets/portfolios. Establishes strategic deals and leads with a solutions-based sales methodology.
- Ensures sales standards are met by building strong industry relationships within targeted customers. Utilizes a deep understanding of customer technology applications.
- Develops annual go-to-market sales plans with Business Unit for the strategic accounts assigned. Reports and forecasts achievements to goals on a monthly and quarterly basis.
- Drives opportunities that include cross selling of other Business Units products and services. Remains up to date on technology changes within the industry to identify areas of opportunity.
- Maintain a strong working knowledge of solution offerings and technology changes within the industry.
- Works closely with internal partners and stakeholders acting as the team leader for Diversified's delivery of proposals for client RFP opportunities. Functions as the lead customer relationship manager for accounts.
- Ability to understand and identify buyer motivations and requirements across various Business Units and levels of the organization.
- Strong understanding and ability to research customer strategy through data related to SEC filings, annual reports, short-term and long-term growth initiatives.
- Travels to clients to propose and review sales opportunities and to project sites as required to ensure quality and cohesive client relations.
Non-Essential Functions:
- All other duties as assigned.
What You'll Bring:
Required Skills/Qualifications:
- 3+ years of outside sales.
- 2+ years of AV industry experience, preferred
- Solution selling experience preferred.
Skills:
- Experience working with CRM platforms. Sales Logic knowledge is a plus. Good working knowledge of MS Office.
Competencies:
Excellent verbal and written communication skills. Highly accountable and performance driven with a high level of integrity. Strong problem-solving ability and analytical acumen. Highly adaptable and high sense of urgency. Organization, time management and an entrepreneurial mindset. Digital Awareness, a drive for results and action oriented, relationship building and interpersonal savvy, and negotiation.
Work Environment:
This position will travel 20% of time. Must be able to remain in a stationary position for 50% or the time. Occasionally will ascend/descend a ladder to service or install equipment. Must be able to lift 20 lbs. on a frequent basis.
What We Offer:
Along with competitive compensation, you will be eligible for the following benefits:
- Multiple medical plan options to suit your family's needs
- Dental (including orthodontic coverage) and vision plans
- Company paid Basic Life, AD&D, Short-Term and Long-Term Disability Insurance, and Employee Assistance Plan (EAP)
- Healthcare and Dependent Care Flexible Spending Accounts (FSA)
- 401k with Employer Match
- Paid Time Off and Paid Holidays
- Voluntary Benefits: Critical Illness, Hospital Indemnity, Accident Insurance, Pet Insurance, Homeowners and Auto Insurance, Supplemental Term and Dependent Life and AD&D, and Legal Services
- Commuter Benefits
- And much more
To learn more about becoming part of the Diversified team, visit us at our career siteor email us at .
Diversified is an equal opportunity employer committed to fostering an inclusive and diverse workplace. All aspects of employment will be based on job requirements, individual qualifications, merit, performance, and business need. We do not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected characteristic under applicable law. We believe in fair and equitable hiring practices and strive to create an environment where all individuals feel valued and empowered.
If you require a reasonable accommodation to participate in the application or interview process due to a disability, please contact so we can assist you.
Our compensation ranges reflect the cost of labor across several US geographic markets. The pay details below range from our lowest geographic market up to our highest geographic market. Pay is based on several factors including market location and may vary depending on job-related knowledge, skills and experience depending on the position offered, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits.