Sales Jobs in Beacon Falls, CT
18 positions found
Business Analyst
On-site in Oxford, CT
Description
About Tradewind:
Tradewind Aviation is a leading Part 135 commuter and on-demand private charter operator with operational bases at the Waterbury/Oxford, CT (OXC), Westchester, NY (HPN), Stuart, FL (SUA) and San Juan, PR (SJU) airports. Founded by aviation enthusiasts in 2001 on the premise that all flights deserve the highest quality aircraft, crew, and service, Tradewind provides personal air travel—both private and scheduled service—throughout North America and the Caribbean.
For more details visit the role:
We are seeking an experienced Business Analyst to act as a liaison between the technology team and the other functional areas of our business for project requirements gathering and documentation. Experience in the airline industry is highly desirable. The incumbent will be comfortable learning and adapting to the intricacies of the Tradewind environment, happy working cross-functionally with stakeholders at all levels and all other departments, and keen to apply their years of expertise to analyze workflows, identify opportunities for efficiency, and translate business needs into actionable requirements for system enhancements, integrations, and process improvements.
Responsibilities:
- Work with all business teams as needs arise, including but not limited to Flight Operations, Dispatch/Operational Control, Maintenance, Training, Sales, Finance and Safety to gather requirements related to scheduling, recordkeeping, operational efficiency, reporting and others.
- Document and translate stakeholder needs into clear functional specifications, user stories, and acceptance criteria.
- Analyze 'as-is' processes and design improved workflows that strengthen safety, efficiency, compliance, and reliability in flight operations.
- Evaluate and support both homebrew and off the shelf critical business platforms including flight scheduling systems, maintenance tracking systems, and SMS tools.
- Identify integration opportunities between aviation systems, HRIS, financial systems, and other enterprise technologies.
- Support implementation, testing, and rollout of system enhancements.
- Ensure solutions and processes align with Part 91 and 135 regulations, including operational control, crew qualifications, duty/rest rules, aircraft airworthiness, training recordkeeping, and documentation standards.
- Assist in creating digital workflows and tools for document control, risk assessments, and regulatory reporting.
- Facilitate workshops, process reviews, and solution demonstrations.
- Assist in training, documentation, and user adoption for new aviation systems or enhancements.
- Additional duties as required.
Requirements
Required Qualifications:
- 3-5 years of experience
- Bachelor’s degree in Business, Information Systems, or Aviation Management required.
- Experience as a Business Analyst or similar analytical role within a technology-driven environment.
- Strong understanding of business process analysis, requirements gathering, and project documentation.
- Ability to communicate effectively with both technical and aviation stakeholders.
- Experience with workflow or diagramming tools (Visio, Lucidchart, etc.).
Highly desirable for any of these additional skillsets:
- Experience in the airline industry preferred but not required.
- Ability to create custom dashboards and reporting tools using platforms such as Power BI or Excel.
- Familiarity with cloud platforms, APIs, and integration projects.
- Working knowledge of data visualization tools (such as Power BI or similar) and the ability to design and create custom dashboards for data analytics.
- Being able to write test scripts.
BENEFITS
- Competitive salary
- Medical, Dental, Vision, FSA/DCA and 401(k) plan.
- Paid vacation and sick days
- Paid Parental Leave
- Fun, dynamic team with opportunities for rapid advancement
- Travel benefits on various US and International airlines
Planetree, a global non-profit organization working to humanize the healthcare experience, is growing and requires a Person-Centered Care (PCC) Consultant, Americas to join our highly engaged consulting team, charged with turning \"concept into reality\" by partnering with healthcare organizations around the world to implement evidenced-based, PCC practices. Our PCC Consultants work alongside client teams, \"rolling up their sleeves\" to identify, implement, and sustain PCC improvement opportunities and drive cultural transformation in complex operating environments. Our consultants wear many \"hats\": trainer, facilitator, coach, champion, data analyst, advocate, listener, and communicator (from board room to bedside). This is an ideal opportunity for someone who thrives in a fast-paced, client-facing role and wants to engage with organizations worldwide to advance a compassionate, person-centered vision for healthcare.
PCC Consultants apply their deep understanding of the global healthcare landscape including industry trends and key challenges and priorities to meet client needs. They own the day-to-day client relationship and partner to implement person-centered care practices. They work cross-functionally with internal team members to identify new opportunities to address client challenges, ensure solutions are implemented on time, and align with the client's PCC strategy. Consultants will proactively leverage best practices, proactive coaching, and relationship management to support client success.
The ideal candidate will have prior experience implementing Planetree's evidence-based framework for person-centered care and/or deep experience implementing PCC practices within a complex healthcare environment.
Responsibilities
Client Service Delivery
- Coach and support staff at client healthcare organizations to implement Planetree's PCC Framework according to the Planetree Method. This includes but is not limited to presentations, workshop facilitation, conducting assessments, and providing both oral and written reports and recommendations.
- Provide daily oversight and management of assigned client relationships and projects, supporting effective implementation of Planetree contracted programs and services.
- Demonstrate an understanding of the complex challenges facing healthcare organizations and how Planetree programs align with improvement/transformation activities.
- Cultivate relationships with assigned clients and engage with them as active partners, embodying Planetree's \"roll up your sleeves\" approach to partnership and service.
- Serve as a trusted advisor and confidante to senior leaders at client organizations, enabling and promoting positive organizational change.
- Understand, implement, and teach process improvement methodologies.
- Actively and curiously engage in continuous learning related to the evolution of person-centered care.
- Demonstrate an ability to consolidate large datasets into distilled themes and recommendations, including an understanding of relationships between qualitative and quantitative data.
- Independently manage travel to both domestic and international locations.
Product & Content Management
- Complete required training and maintain competency in all Planetree products and services.
- Seek feedback and review evaluation data to support continuous improvement in service delivery.
- Deliver services and content with high fidelity according to internal guidelines.
- Continuously evolve and improve Planetree tools and resources to advance PCC and organizational mission.
- Contribute to the development of curricula, plans of engagement, and assessment tools to support the needs of healthcare organizations.
Business Development & Marketing
- Collaborate with sales teams as required for complex proposals, client requirements, and requests for proposals.
- Prepare presentations and speak at conferences to represent Planetree and its services as required.
- Contribute to Planetree thought leadership through webinars, case studies, outreach.
Teamwork & Culture
- Live and uphold the Planetree Mission, Vision, and Values in all interactions with colleagues, partners, and clients.
- Be a reliable, kind colleague and partner in delivering high-quality programs and services to advance Planetree's mission.
- Demonstrate and convey compassion and empathy, partnership and collaboration and humility and openness.
- Be willing to give and receive constructive, just-in-time feedback.
- Contribute to Planetree's organizational learning and development by bringing field experiences and insights back to the team to drive innovation.
- Complete mandatory training as required.
Data & Billing
- Manage and update all client information in Salesforce.
- Track billable hours for client work to maintain accurate invoicing.
- Ensure minimum billing targets are achieved based on client delivery obligations.
- Manage budgets and contract spend-down for client engagements and conduct follow-up on accounts receivable as required with the Finance team.
Critical Skills
- Direct, hands-on experience implementing PCC or related practices or improvement programs within a complex healthcare organization.
- Demonstrated interest in driving positive change in healthcare.
- Comfortable engaging in professional communication (written, oral, non-verbal) with individuals from a variety of backgrounds and cultures.
- Able to manage multiple projects with competing priorities and timelines and deliver high-caliber work on time and budget.
- Flexible and able to adapt to various situations and conditions.
Minimum Competencies
AreaMinimumPreferredEducation Bachelor's degree in a healthcare-related field and/or education, organizational development, hospitality, or similar industry Additional research, certifications, or other master's degreeExperience Demonstrated hands-on experience designing, implementing, and measuring PCC improvement practices and programs in a healthcare environment International healthcare experienceTechnology Proficient in Microsoft Office (Word, Excel, PowerPoint, OneDrive) and 365 products Proficient with SalesforceLicense Fellow in Person-Centered Care credential to be earned within one (1) year of hire start date FACHE or relatedLanguage English proficiency written and verbal Other foreign languages where Planetree delivers services in AMERICAS (e.g., Spanish, Portuguese, French, etc.)Performance Evaluation
Performance objectives will be established at the beginning of the team member's period of employment. These objectives will be discussed and agreed with the team member's direct line manager. This will form the team members' Development & Performance Plan for the year.
Performance will be evaluated by:
- Feedback on work achievements and issues through ongoing discussions and performance evaluations
- Periodic external member/partner feedback on services provided
- Performance indicators for systems relating to the delivery of Planetree products and services
- Performance indicators for critical areas of responsibility
Diversity Statement
Planetree is a non-profit 501 (c) 3 organization. We work in over 35 countries and value diversity in our work and workplace. In our work, we promote respect, inclusion, and compassion towards all stakeholders in the healthcare enterprise. We encourage qualified candidates of any race, religion, creed, or orientation to join our mission-driven team.
Additional Information
All positions at Planetree require an applicant who has accepted an offer to undergo a background check. The specific checks are based on the nature of the position. Background checks may include some or all the following: SSN/SIN validation, education verification, employment verification, criminal check, search against global sanctions and government watch lists, fingerprint verification, credit check, and/or drug test. By applying for a position with Planetree, you understand that you will be required to undergo a background check should you be made an offer. You also understand that the offer is contingent upon successful completion of the background check and results consistent with Planetree's employment policies. You will be notified during the hiring process which checks are required for the position.
Pay Transparency Non-Discrimination Notice Planetree will not discharge or, in any other manner, discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions
Job Title: Manager of Accounts Payable
Location: New Haven, CT (Hybrid)
Position Type: Direct Hire / Permanent
Salary: $90k-$120k
Position Summary
The Accounts Payable Manager oversees daily AP operations, ensuring timely and accurate processing of invoices, payments, and expense reimbursements. This role manages internal controls, vendor relationships, IRS and sales tax reporting, accruals, audits, and leads a team of AP professionals in a high-volume, multi-entity environment.
Key Responsibilities
- Manage full-cycle AP operations (invoicing, payments, reimbursements)
- Supervise, mentor, and develop AP staff
- Maintain internal controls and drive process improvements
- Oversee 1099/1042 reporting, CT sales tax, and AP accruals
- Perform reconciliations and support audits
- Partner with Procurement and internal departments
- Resolve vendor and payment discrepancies
Qualifications
- BS in Accounting (CPA/CMA preferred)
- 5–7 years AP experience; 2+ years in a supervisory role
- Strong knowledge of accounting principles and AP best practices
- Experience in high-volume, multi-entity environments
- Familiarity with SAP or large ERP systems
- Proficient in Microsoft Office (Excel, Word, PowerPoint)
- Strong leadership, analytical, and communication skills
Leadership Competencies
Strategic thinking, integrity, accountability, adaptability, talent development, and team collaboration.
Now Hiring: Luxury Automotive Sales Professional – Get out of the dealership!
Our client is seeking an experienced Automotive Sales Professional with a background in luxury brands such as BMW, Audi, Land Rover, Mercedes-Benz, Lexus, or similar to join their growing team.
This is a unique opportunity to step out of the traditional dealership environment and move into a client-first, back-office focused role where your expertise and relationship skills will continue to drive success.
Position Details:
- Schedule: Monday – Friday, 9:00 AM – 6:00 PM
- Location: Onsite
- Industry: Luxury Automotive / Client Services
Why Make the Move?
- Get out of the high-pressure dealership grind
- Client-first environment focused on service and relationships
- Strong base salary + commission structure (no draw plan like traditional dealerships)
- Major holidays off
- Generous PTO
- Comprehensive benefits package
Ideal Background:
- Previous luxury automotive sales experience
- Ideal candidates have 2-4 years of auto sales experience
- Experience with brands such as BMW, Audi, Land Rover, Mercedes-Benz, Porsche, or similar
- Strong customer relationship and consultative sales skills
- Professional communication and high-end client service mindset
If you’re ready to leverage your luxury automotive sales experience in a more balanced, professional environment, this is an excellent opportunity to take the next step in your career.
In this role, you will provide in-store merchandising support to Retailers to meet shoppers' needs. This includes building displays and end caps, resetting shelves with product rotation, and tracking inventory to ensure that stores and suppliers maximize sales opportunities. This is a traveling position that requires regular travel as a primary requirement of the role. Travel roles may require various degrees of travel up to 50% or more of the time. Are you ready to shape the future of shopping and get it done with us?
What we offer:
* Competitive wages; $ 17.00 per hour
* Growth opportunities abound - We promote from within
* Paid travel with overnight stays
* No prior experience is required as we provide training and team support to help you succeed
* Additional hours may be available upon request
* We offer benefits that can be customized to meet your family's needs, including medical, dental, vision, life insurance, supplemental voluntary plans, wellness programs, and access to discounts through Associate Perks
Now, about you:
* Are comfortable interacting with customers and management in a friendly, enthusiastic, and outgoing manner
* You're 18 years or older
* Can perform physical work of moving, bending, standing and can lift up to 50 lbs.
* Have reliable transportation to and from work location
* Demonstrate excellent customer service and interpersonal skills with our clients, customers and team members
* Interested in traveling within and outside of your home state, with overnight hotel stays
* Are a motivated self-starter with a strong bias for action and results
* Work independently, but also possess successful team building skills
* Have the ability to perform job duties with a safety-first mentality in a retail environment
If this sounds like you, we can't wait to learn more about you. Apply Now!
Senior Vice President of Operations
Distribution & Warehouse Operations
Position Overview
As Senior Vice President of Operations, you will lead and optimize the company’s warehouse and distribution operations, ensuring efficiency, cost-effectiveness, and strategic alignment with business goals. This role oversees all distribution center activities and operational processes that support the company’s supply chain and customer service commitments.
The SVP will play a critical role in the continued evolution of the company’s distribution network by implementing scalable operational processes, leveraging advanced technologies, and driving operational excellence across the organization. This executive will partner with senior leadership to ensure the distribution network supports the company’s growth strategy and long-term operational performance.
Major Responsibilities
- Provide strategic leadership and consistent execution for the ongoing evolution of the company’s multi-site distribution network, ensuring the organization’s infrastructure, processes, and systems support current operations while scaling effectively to enable future growth
- Develop and execute enterprise distribution strategies that enhance warehouse and distribution center performance, improve service levels, optimize cost structures, and strengthen working capital management
- Drive operational excellence across the distribution network by implementing performance metrics, KPIs, and continuous improvement methodologies, including Lean principles, to enhance productivity, accountability, and service performance
- Own the operational P&L for distribution operations, including budgeting, cost management, and financial performance optimization while maintaining best-in-class service and operational standards
- Build and lead high-performing distribution teams by attracting, developing, and retaining top talent while fostering a culture of accountability, operational discipline, and continuous improvement
- Leverage advanced technology, data analytics, and distribution systems to improve operational visibility, optimize warehouse performance, and maximize the effectiveness of Warehouse Management Systems (WMS), labor management tools, and related technologies
- Partner with cross-functional leadership—including Sales, Procurement, Customer Service, IT, HR, and Finance—to ensure distribution capabilities support evolving business priorities and customer requirements
- Champion a strong safety culture across all distribution operations by strengthening safety programs, ensuring compliance, and minimizing workplace incidents
- Strengthen supply chain resilience by developing risk mitigation strategies, contingency planning frameworks, and effective partnerships with key vendors and operational partners
Ideal Experience
- The successful candidate will possess proven operational leadership experience within sophisticated manufacturing, consumer packaged goods (CPG), retail, or distribution organizations recognized for advanced supply chain and distribution practices.
- Demonstrated track record of leading large-scale warehouse and distribution operations while driving operational performance and strategic improvements.
- Proven ability to design and implement operational improvement initiatives that produce measurable financial and operational results.
- Minimum fifteen (15) years of experience in distribution, warehouse, or supply chain leadership roles. Wholesale experience preferred.
- Minimum five (5) years of experience in an executive or senior leadership role overseeing complex distribution operations.
- Experience with Microsoft Office Suite (Excel, Word, PowerPoint), business intelligence tools, ERP systems, and warehouse management systems.
- Experience leading large-scale operational transformation or modernization initiatives is strongly preferred.
Critical Competencies for Success
Leadership
The SVP must lead by example and inspire teams to achieve higher levels of performance. This individual must build credibility by clearly communicating operational objectives, aligning teams around shared goals, and consistently delivering results.
Distribution & Operational Excellence
To drive improved operational performance in a business driven by customer satisfaction and cost competitiveness, the SVP must demonstrate
- Deep expertise in best-in-class warehouse and distribution practices across complex, multi-site operations.
- The ability to develop and implement distribution strategies that integrate operational functions into a highly coordinated and efficient network.
- Strong understanding of how operational excellence in distribution positively impacts productivity, service levels, and overall company profitability.
Communication & Strategic Thinking
A strong intellect with the ability to synthesize input from multiple internal and external sources and translate insights into clear, actionable strategies and operational initiatives.
Safety Culture
Maintain and champion a strong safety culture across all distribution facilities by promoting safe work practices and holding leaders accountable for maintaining high safety standards.
At Jackson Hewitt, and its Franchisees, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this with integrity, quality, and consistency. This is something that the vast majority of taxpayers don't receive from DIY or other assisted providers. We take pride in that. The role you play is critical to our success and together we are \"Working Hard for the Hardest Working Americans\". This is our mission and it's a large part of why we work here. Together we are highly passionate about what we do, and how we can help our clients.
Doing taxes is much more than filling in some forms. For most Americans, their tax return is the biggest single financial event of the year, and it can be quite an emotional experience. That's where you come in! We are here to ease their stress and provide expert customer service and tax knowledge.
Flexible schedules available:
- Day shift
- Weekends
- Weekdays
- Part-time
The Greeter serves as the face of the Jackson Hewitt brand during periods of high client traffic/demand. This position interacts with and engages potential and existing clients by conversing and reviewing marketing materials to create interest in making tax preparation appointments. This seasonal role also supports other operational tasks such as appointment scheduling, answering the phone, and check distribution, when appropriate, to foster a positive and efficient client experience.
What you'll do here:
- Greets all potential clients with a friendly and professional demeanor
- Engages in conversation with potential clients to share information about Jackson Hewitt's services, products, and promotions
- Offers promotional items to potential clients by walking the store floor (for our vendor partners) or marketing to other local businesses near storefronts
- Assists with scheduling tax preparation appointments
- Monitors client flow at the location and keeps clients engaged during periods of wait time
- Monitors client activity and takes initiative to answer phones or assist with check distribution by following established procedures when Tax Preparers are with other clients
Skills you'll bring for success:
- Good interpersonal and communication skills
- Customer service or sales experience preferred
- High School Diploma/ GED, or equivalent related business experience
- Reliable transportation and a valid driver's license and insurance preferred
Compensation: $9.00 per hour
Account Manager
Role Overview
The Account Manager is responsible for managing and growing a portfolio of assigned customer accounts, driving repeat revenue through service, repairs, inspections, and small to mid-sized projects. This role is relationship-driven, execution-focused, and accountable for both customer satisfaction and revenue growth within an assigned territory or account base.
Key Responsibilities
Account & Relationship Management
- Own and manage assigned customer accounts and relationships
- Develop and maintain strong relationships with property managers, facility managers, owners, and general contractors
- Serve as the primary point of contact for customers within the assigned territory
- Act as a proactive ambassador for Greenwood Industries and its offerings
Revenue Growth & Opportunity Development
- Cultivate new business opportunities within assigned territory (Cold Calling / Door Knocking)
- Drive repeat business through repairs, inspections, maintenance programs, and small to mid-sized projects
- Identify, develop, and close upsell and cross-sell opportunities within existing accounts
- Achieve monthly, quarterly, and annual sales targets
- Generate new opportunities through account management, referrals, networking, and targeted outreach
- Convert expiring GPA’s into paid GPA’s
- Identify opportunities to upsell for safety improvements on site
Sales Execution & Estimating
- Consult with clients to assess existing roof conditions and recommend appropriate repair or service solutions
- Accurately estimate roof repairs and service work in accordance with industry standards and company guidelines
- Work with estimating to develop clear, professional proposals and follow through to close opportunities
- Utilize company cam and other sales tools to document roof conditions and scope work in the field
Internal Coordination & Project Support
- Work closely with operations, service managers, and internal teams to ensure successful project execution
- Coordinate scheduling, handoffs, and follow-up to deliver a strong customer experience
- Assist with collections and receivables for assigned accounts as directed by management
CRM & Process Discipline
- Maintain accurate pipeline, forecasting, activity tracking, and account documentation in the CRM
- Use the CRM daily for account management, proposal development, scheduling, and sales activity tracking
- Follow established sales processes, reporting requirements, and CRM standards
Professional Development & Market Presence
- Participate in ongoing sales meetings, training, and professional development
- Attend associations, manufacturer seminars, conferences, trade shows, chamber of commerce, and marketing events as required to support market presence and industry knowledge
- Organize and execute with sales team on sales blitz’s in assigned territory
- Self-awareness and continuous improvement on individual gaps
Qualifications
- Experience in commercial roofing, construction services, or building envelope strongly preferred
- 5+ years of sales or account management experience, preferably in commercial or industrial markets
- Proven ability to build, manage, and grow client relationships
- Strong communication, negotiation, and relationship management skills
- Comfortable managing multiple accounts, priorities, and deadlines
- Experience using CRM platforms for pipeline and account management
- Detail-oriented with strong follow-through and organizational skills
- Self-motivated, proactive, and able to work independently and within a team environment
- Comfortable with heights and performing roof assessments as required
- Strong work ethic and customer service mindset
Position Overview:
As a Grocery Replenishment Specialist/Buyer, you will be responsible for maintaining a 95% service level while achieving budgeted inventory levels and delivering optimal cost/sell margins defined as 100% accurate purchase orders. You will also be responsible for optimizing inbound performance, ensuring vendor buying parameters with maximum efficiency and balancing profitable inventory levels and turns.
Responsibilities:
- Managing specific vendor book(s) and delivering a 95% total fill for our customers
- Managing full compliance and utilization of E3 software
- Expedite Purchase Orders (P.O’s) as needed for service level
- Manage product assortment through category and SKU evaluation, efficient assortment, vendor selection, new and discontinuance of items
- Addressing and following through with vendor cuts and/or allocations
- Managing and maintaining profitable inventory to achieve budgeted levels
- Ensuring no loss to margin with 100% accurate purchase orders to maximize buy-in opportunities
- Managing the replenishment process to ensure seasonal ordering, holiday sales, trade shows and any special promotional activity
- Ensure customer satisfaction
- Perform other duties as assigned by leadership
Experience:
- Preferred: One (1) years procurement experience
- Preferred: One (1) retail/grocery experience or equivalent
- Preferred: Knowledge of technological systems such as but not limited to: Microsoft Office, E3 or AWR, E-mail, Voice mail etc
Schedule:
- Monday – Friday
- 7:00am - 4:00pm
Compensation:
- $65,000 - $75,000
Environment:
- Warehouse Office – approx. 65F – 75F
Skills:
- Physical abilities: Ability to stand, walk and sit throughout your day; Walking on a variety of flooring such as carpet, concrete, tile etc;
- Strong communication Skills: Ability to communicate clearly and effectively with peers and leaders on a daily basis
- Organizational Skills: Ability to prioritize and meet deadlines; project management
- Working in a team based environment: Working independently and as a team player to ensure our customers are receiving orders timely and with the highest quality
- Quality: Maintain integrity and high standards from all perspectives
- Safety Culture: Maintain and drive safety policies to all associates; driving for accountability of safe practices throughout shift
Underwriting Program Manager – Stop Loss (Fully Remote or Hybrid – Hartford, CT Area)
A growing insurance organization based in Hartford, CT is looking to add an experienced Underwriting Program Manager to oversee a dedicated block of Specific and Aggregate Stop Loss business. This is a key leadership role with ownership over pricing strategy and underwriting results, offering the opportunity to make a real impact within a collaborative, entrepreneurial environment.
The position can be fully remote, with a hybrid option (2 days onsite) for candidates located within 50 miles of Hartford.
Compensation: $130,000–$160,000 base salary
Responsibilities:
Evaluate case information and risk factors to develop competitive and sound pricing recommendations for both new and in-force Specific and Aggregate Stop Loss accounts, in alignment with underwriting guidelines.
Review large claim data in advance of clinical review to identify potential high-risk drivers and determine appropriate next steps.
Build and maintain strong working relationships with sales partners, brokers, TPAs, underwriters, and other internal and external stakeholders.
Advise clients and partners on stop loss structures and plan design considerations to ensure appropriate risk protection.
Partner with the sales team throughout the quoting process to help position proposals competitively and strategically.
Exercise independent underwriting authority while ensuring complete and accurate file documentation.
Analyze submissions that fall outside standard guidelines and prepare well-supported exception recommendations for senior leadership review.
Present clear risk assessments, financial impact analysis, and strategic rationale to support executive decision-making.
Review, approve, or decline cases within authority, while offering guidance and alternative structuring recommendations to team members.
Oversee assigned program workflow to ensure timely turnaround and balanced distribution of work across underwriting staff.
Identify and evaluate key medical cost drivers impacting both new business and renewal accounts.
Provide input to senior leadership on enhancements to underwriting guidelines, policies, and best practices.
Mentor and develop underwriting team members to strengthen technical expertise, risk evaluation skills, and overall performance.
Deliver ongoing coaching and structured feedback to drive consistent service standards and productivity.
Partner with administrative teams to ensure documentation supports audit readiness and compliance requirements.
Manage the portfolio to achieve targeted profitability and performance objectives.
Qualifications:
Knowledge and understanding of healthcare payers, health plan administration, and medical service providers.
Bachelor’s degree or equivalent industry experience
10+ years of medical stop loss underwriting experience
Prior leadership experience (3+ years managing or mentoring underwriters preferred)
Strong knowledge of stop loss pricing, risk evaluation, and healthcare cost drivers
Proven ability to lead teams while partnering effectively with sales and external stakeholders
Strong analytical and decision-making skills
Highly organized with the ability to thrive in a fast-paced setting
What’s Offered
Competitive base salary
Employer-paid health insurance
401(k) with company match
Flexible remote or hybrid work options
For immediate consideration, please email your resume to Ellie Boyd at
Remote working/work at home options are available for this role.