3 client executive jobs found in Itasca

CPA level position that coordinates financial activities for a portfolio of captive insurance clients that includes the review and presentation of financial statements and overseeing the efforts of various financial service providers.  Public speaking in front of large groups will also be required. ESSENTIAL EDUCATION AND EXPERIENCE: Bachelor’s Degree in Accounting, Finance or Business and at least seven (7) years of experience. CPA required. SKILLS/COMPETENCIES REQUIREMENTS: Excellent communication and social skills. Ability and confidence to make presentations to large groups of C-suite level captive members at Board meetings or equivalent. Internationally recognized accountancy qualification, with the ability to review complex financial statements related to captives. Ability to work unsupervised, prioritizing & organizing own workload. Ability to produce accurate and timely work to meet deadlines. Ability to supervise and train staff. Willingness to...

Execute business marketing strategies, initiate contact with existing and potential customers, identify their needs and educate on captive solutions, and manage ongoing services to meet those needs. Assist in developing and facilitating the proposal process for specific brokers/clients including pricing indication development, and client presentations. Create and build long term client relationships. Requires extensive out of town travel, including proposal presentations, workshops, and board meetings.   ESSENTIAL EDUCATION AND EXPERIENCE : Bachelor’s Degree in Business, Marketing/Sales, or other related discipline and at least five (5) years of experience in Health Insurance business development and underwriting. Experience with employee benefits and/or self-funded medical plans. Experience supporting the development of proposals to brokers/clients. SKILLS/COMPETENCIES REQUIREMENTS : Work with benefit brokers Knowledge of self-funded plans and employee benefits...

Execute business marketing strategies, initiate contact with existing and potential customers, identify their needs and sell and manage ongoing services to meet those needs. Assist in developing and facilitating the proposal process for specific brokers/clients including budget and pricing development, proposal writing, contract negotiations, and client presentations. Create and build long term client relationships. Requires extensive out of town travel, including proposal presentations, workshops, and board meetings. ESSENTIAL EDUCATION AND EXPERIENCE:   Bachelor’s Degree in Business, Marketing/Sales, or other related discipline and five to seven (5-7) years of experience in Commercial Insurance business development and underwriting. Experience supporting the development of proposals to brokers/clients. SKILLS/COMPETENCIES REQUIREMENTS: Responsible for developing and implementing individual marketing strategy. Manage and increase membership in assigned accounts....