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Trucordia

Extraordinary opportunity. Exceptional experience.

Commercial Lines Client Manager

Client PartnerSalesFull TimeRemoteMid LevelTeam 1,001-5,000Since 1987H1B No SponsorCompany SiteLinkedIn

Location

California

Posted

1 day ago

Salary

$60K - $85K / year

Seniority

Mid Level

Associate Degree2 yrs expEnglish

Job Description

Commercial Lines Client Manager

Trucordia

• Responsible for servicing a commercial book of business - marketing, underwriting, renewal negotiation, risk analysis, consulting, problem resolution, reviewing and rating. • Maintain productive business relations and engage in extensive contact with clients, producers and underwriters. • Ensure clients have continuous and proper coverage and advise clients of any change recommendations. • Review current policies and provide recommendations regarding placement options. • Rounding out and cross selling book of business to reach the company growth goals. • Apply knowledge of coverages and forms to research and reconcile discrepancies. • Participate in development of new business and retention of renewal business. • Interact with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance products. • Produce business proposals and deliver professional presentations to clients.

Job Requirements

  • Valid state Property & Casualty License
  • 2 years of experience in an insurance brokerage environment
  • Must possess a developing knowledge of commercial insurance markets to place new business and understand the supplemental insurance marketplace.
  • Ability to work well under pressure in a team environment and effectively prioritizing risks to manage concurrent workflow.
  • Possess excellent interpersonal skills, including listening, verbal and written communication skills with the ability to communicate effectively.

Benefits

  • Medical
  • Dental
  • Vision
  • Life Insurance and AD&D
  • FSA / HSA
  • Accident
  • Critical Illness
  • Hospital Indemnity
  • Supplemental Health Insurance
  • EAP
  • Pet Insurance
  • 11 Paid Holidays
  • Flexible PTO
  • 401K

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Location: Philadelphia United States Job Description: Account Partner - Crossix Enterprise Sales Pennsylvania - Philadelphia Sales - Crossix Full-Time Remote Apply for this job Veeva Systems is a mission-driven organization and pioneer in industry cloud helping life sciences companies bring therapies to patients faster. As one of the fastest-growing SaaS companies in history, we surpassed 2B in revenue in our last fiscal year with extensive growth potential ahead. At the heart of Veeva are our values: Do the Right Thing, Customer Success, Employee Success, and Speed. We are not just any public company - we made history in 2021 by becoming a public benefit corporation (PBC) legally bound to balancing the interests of customers, employees, society, and investors. As a Work Anywhere company, we support your flexibility to work from home or in the office so you can thrive in your ideal environment. 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You are also someone who is humble, hungry, and smart - you put the success of the team ahead of your own, you have a relentless drive to do what it takes to succeed, and you find a way to overcome obstacles and solve business problems. What Youll Do - Develop a thorough understanding of Crossix offerings, competitive advantages, and processes. - Learn to articulate them persuasively to prospects and customers. - Develop strong and mutually valuable relationships with new and existing customers. - Manage pipeline with CRM tools for maximum efficiency and visibility with carefully executed follow-up to closure. - Work in close partnership with Client Services to manage successful client deployments and to ensure ongoing high client satisfaction, renewal, and deep penetration of customer organizations for incremental business. Keep current with industry trends, engage your customers, address their business challenges, and propose solutions. 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Proven track record of exceeding sales goals while contributing to the success of the team. Strong understanding of digital media and ad tech ecosystem. 5 years of overall business experience in sales, business development, or account management preferably in digital advertising technology businesses, healthcare, data, consulting. Eagerness to work in a startup team environment that will be rapidly changing. BS or BA degree is required. Perks & Benefits - Medical, dental, vision, and basic life insurance. - Flexible PTO and company paid holidays. - Retirement programs. - 1 charitable giving program. - Compensation: Base pay $80,000 - $300,000. The salary range listed here has been provided to comply with local regulations and represents a potential base salary range for this role. Please note that actual salaries may vary within the range above or below depending on experience and location. 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If you need assistance or accommodation due to a disability or special need when applying for a role or in our recruitment process, please contact us at [email address]. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us. Apply for this job

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Account Partner - Crossix Audiences Pennsylvania - Philadelphia Sales – Crossix / Full-Time / Remote Veeva Systems is a mission-driven organization and pioneer in industry cloud, helping life sciences companies bring therapies to patients faster. As one of the fastest-growing SaaS companies in history, we surpassed $3B in revenue in our last fiscal year with extensive growth potential ahead. At the heart of Veeva are our values: Do the Right Thing, Customer Success, Employee Success, and Speed. We're not just any public company – we made history in 2021 by becoming a public benefit corporation (PBC), legally bound to balancing the interests of customers, employees, society, and investors. As a Work Anywhere company, we support your flexibility to work from home or in the office, so you can thrive in your ideal environment. Join us in transforming the life sciences industry, committed to making a positive impact on its customers, employees, and communities. The Role Crossix is positioned at the center of big data, innovative technology, media, and life sciences. Our mission is to empower life sciences companies with the data and insights they need to drive DTC and HCP marketing effectiveness and, ultimately, better patient outcomes. As part of Veeva, the Crossix team offers the agility of a high-growth team with the stability of a global leader. The Veeva Crossix Sales team is looking for a skilled Account Partner to drive sales within our audience segments business to Life Science companies and their agencies. As an Account Partner, you will be responsible for implementing our segments across programmatic display, social, addressable TV, and CTV. To be successful in this role, you are strong at communicating across various business functions, organizational levels (including C-level), and brand marketing departments. Creativity, initiative, and the ability to work effectively within a growing team are critical. You are also someone who is humble, hungry, and smart – you put the success of the team ahead of your own; you have a relentless drive to do what it takes to succeed, and you find a way to overcome obstacles and solve business problems. What You'll Do - Develop a thorough understanding of Crossix's offerings, competitive advantages, and processes. Learn to articulate them persuasively to prospects and customers. - Develop strong and mutually valuable relationships with new and existing customers. - Manage pipeline with CRM tools for maximum efficiency and visibility, with carefully executed follow-up to closure. - Work in close partnership with solution consultants to manage successful client deployments and to ensure ongoing high client satisfaction, renewal, and deep penetration of customer organizations for incremental business. - Keep current with industry trends; engage your customers, address their business challenges, and propose solutions. Requirements - Passionate about healthcare with a strong interest in pharmaceutical marketing. You feel a strong connection to our mission and will work hard to ensure customer success - 3+ years experience in selling media, audience data, TV/CTV, programmatic platforms in the life sciences industry or closely related field. - 5+ years of overall business experience in sales, business development, or account management preferably in digital advertising, technology businesses, healthcare data/consulting. - A fast learner, you love to stay at the forefront of an ever-evolving industry. - An educator and business consultant; you love teaching clients about how they could maximize their potential working with us. - Highly organized with a firm grasp of your business - you accurately log all sales activity and prospecting in SFDC with speed and accuracy. - Understanding of the digital media/marketing landscape with the ability to credibly articulate strategic insights for clients that are based on data and research. - A creative problem solver - you stay cool under pressure and thrive in an atmosphere of change. - Proven track record of exceeding sales goals while contributing to the success of the team. - Strong understanding of digital media and ad tech ecosystem. - Eagerness to work in a startup team environment that will be rapidly changing. - BS or BA degree is required Perks & Benefits - Medical, dental, vision, and basic life insurance - Flexible PTO and company paid holidays - Retirement programs - 1% charitable giving program Compensation - Base pay: $80,000 - $300,000 - The salary range listed here has been provided to comply with local regulations and represents a potential base salary range for this role. 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