Location: San Francisco
Access Control Technician
Yrs of exp: minimum of 3+ years
Responsibilities
- ACS/CCTV break/fix support, including troubleshooting controllers, readers, locks, door hardware, cameras, network connectivity, power, and related field devices.
- Small Moves, Adds, and Changes (MAC) such as reader/camera replacements, device relocations, hardware changes, and other minor system modifications.
- Emergency and P0 response for critical physical security system outages or failures.
- Performing onsite troubleshooting and validation before escalating issues to integrators, manufacturers, IT, or other support teams.
- Supporting system testing, commissioning, and post-installation validation.
- Identifying recurring hardware or infrastructure issues and escalating larger systemic problems to the Corporate Security Systems team.
- Coordinating with cross-functional partners including IT, Real Estate & Workplace (REW), and Design & Construction (D&C) when work involves network infrastructure, power, construction, doors, locks, or other building systems.
- Supporting preventative maintenance and proactively identifying offline, degraded, or failing ACS/CCTV equipment before it results in a larger outage or user-facing issue.
Location: United States - Chicago Office
Workplace: Hybrid
At ClickUp, we're building the future of work: the first truly converged AI workspace unifying tasks, docs, chat, calendar, and enterprise search, all supercharged by context-driven AI. We are an AI-native company. Every team member is expected to leverage AI daily, and we evaluate AI fluency as part of our hiring process. Join us and help redefine what's possible. 🚀
This is a once-in-a-lifetime opportunity to join a hyper-growth startup focused on saving people time and making the world more productive!
ClickUp is looking for a Strategic Solutions Engineer to serve as a technical partner to our Sales and Success orgs for bringing in net new customers, expanding existing accounts, and accelerating our revenue growth. The ideal candidate is a strong strategic thinker, skilled presenter, and has enough technical aptitude to figure out solutions for any technical challenges clients experience.
Teamwork is vital to how ClickUp operates and a significant portion of your responsibilities will include working closely with Managers to understand and coordinate team needs. You should be able to work independently with little supervision, and also enjoy a fast paced and collaborative work environment. It is important that you are able to manage a range of tasks and prioritize their responsibilities, and meet deadlines with urgency and optimism.
THE ROLE:
- Partner with sales and success to deliver technical presentations that explain our products and integrations for prospective and current clients.
- Design, develop, deploy and manage customer-specific proof of value (PoV) projects.
- Build custom reports and dynamic dashboards for prospective clients' management teams.
- Assist with the functional and technical elements of RFPs.
- Stay current on new feature releases and maintain updated demo spaces for sales.
- This role will support customers across the North East.
QUALIFICATIONS:
- This is a hybrid role based in Chicago, IL with a strong preference for candidates within reasonable travel distance of Chicago. The role requires periodic in-person availability for customer onsite meetings, enterprise deal support, and team working sessions in the midwest market, including occasional co-working days with peers.
- Proven experience designing and implementing agentic workflow automation using AI platforms, including autonomous agents for task orchestration, multi-step decisioning, and cross-app integrations to deliver scalable enterprise productivity.
- 6+ years in a customer facing role with technology. Ideally pre-sales, but may also be equivalent consulting, implementation, or sales enablement experience.
- 2+ years demonstrable success working with commercial or enterprise clients
- An understanding of the application deployment processes that enable successful Cloud transformation, change management, and organizational acceptance.
- Strong customer-facing skills including the ability to influence technical and executive audiences towards the desired outcome.
- Creative problem solver with an eagerness to learn new technologies and sufficient technical background to assist with lightweight custom solutions.
- Demonstrated ability in business process mapping and diagramming, with experience in consumption-based selling and value selling to drive customer outcomes and align solutions with business objectives.
- Hands-on experience with AI & LLMs, integration platforms (Unito, Workato, Zapier, Integromat), web services, and APIs.
- Up to 50% of travel is required for this role.
#LI-Remote #LI-JC1
Equal Opportunity Employer
ClickUp is an Equal Opportunity Employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.
Privacy Notice
ClickUp collects and processes personal data in accordance with applicable data protection laws. You can find further details by viewing our Global Candidate Privacy Notice. https://clickup.com/careers-terms/candidate-privacy-notice
If you are a Philippine Job Applicant, please also see our Philippine Data Privacy Notice https://t333.s.clickup-attachments-stg.com/t333/d9a53ce2-6d2c-48cd-84b1-ed4e525f9613/Philippine%20Data%20Privacy%20Notice_2024.pdf?view=open for further details.
Visa Sponsorship
Please note we are unable to sponsor or take over sponsorship of an employment visa for roles outside of engineering and product at this time. Sponsorship for engineering and product roles is not guaranteed, but is instead based on the business needs for that specific role at that time. Please reach out to the recruiter with any questions.
Fraud Alert
ClickUp Talent Acquisition will only initiate contact via an @clickup.com http://clickup.com email or through our official careers portal on clickup.com http://clickup.com. We will never request fees, payments, or sensitive personal information. Please disregard any offers received outside these channels and report them to support@clickup.com.
AI Processing Notice
ClickUp may use artificial intelligence and machine learning technologies to help review and screen candidates' employment applications against role-related criteria. These tools support, but do not replace, human decision‑making. If you have questions or need an accommodation in the recruitment process, please contact us at AskPeople@ClickUp.com.
ГибридUnited States - Chicago Office; ClickUp Talent Acquisition will only initiate contact via an @clickup.com http://clickup.com email or through our official careers portal on clickup.com http://clickup.com
Location: Distributed
About Us
At Cloudflare, we are on a mission to help build a better Internet. Today the company runs one of the world’s largest networks that powers millions of websites and other Internet properties for customers ranging from individual bloggers to SMBs to Fortune 500 companies. Cloudflare protects and accelerates any Internet application online without adding hardware, installing software, or changing a line of code. Internet properties powered by Cloudflare all have web traffic routed through its intelligent global network, which gets smarter with every request. As a result, they see significant improvement in performance and a decrease in spam and other attacks. Cloudflare was named to Entrepreneur Magazine’s Top Company Cultures list and ranked among the World’s Most Innovative Companies by Fast Company.
At Cloudflare, we’re not looking for people who wait for a polished roadmap; we’re looking for the builders who see the cracks in the Internet that everyone else has simply learned to live with. We value candidates who have the instinct to spot a "normalized" problem and the AI-native curiosity to create a solution using the latest tools. Our culture is built on iteration, leveraging AI to ship faster today to make it better tomorrow, while ensuring that every improvement, no matter how small, is shared across the team to lift everyone up. If you’re the type of person who values curiosity over bureaucracy, and that AI is a partner in solving tough problems to keep the Internet moving forward, you’ll fit right in.
Available Locations: Remote, US
About the Role
Cloudflare’s Americas Marketing Team is searching for Demand & Field Marketing Leader to partner directly with our US Major Accounts segment. Aligning with sales leadership, sales operations, partner marketing and GTM counterparts you will design and drive high-impact pipeline generation programs, events and account focused marketing leading to pipeline creation and closed-won bookings across Global 2000 accounts.
In this role, you will lead Majors Demand Marketing utilizing historical performance, data analytics, and intent intelligence to inform quarterly strategies and drive growth. You will hold end-to-end responsibility for developing and coordinating a comprehensive, omnichannel marketing approach for US Major Accounts. Your scope will encompass hosted field events, Account-Based Marketing (ABM), VIP and executive C-level events while providing strategic inputs for full-funnel digital programs (paid search/social, webinars, web strategy).
Key Responsibilities
Strategic Planning & Execution:
Develop and execute multi-channel marketing plans that align directly with US Major Accounts sales and pipeline targets, holding ownership of budget management, execution, and reporting.
Sales & BDR Partnership:
Partner closely with enterprise sales leaders, account executives, and Business Development Rep (BDR) leadership to establish shared SLAs, conduct joint pipeline reviews, and enable sellers with high-converting account engagement programs.
Full-Funnel Digital Demand Generation:
Direct enterprise-focused digital marketing strategy working with our Digital Marketing team—ie. LinkedIn advertising, programmatic display, executive webinar series—to capture, engage, and nurture high-intent enterprise accounts.
ABM:
1:1 ABM strategies opportunistically for our strategic accounts segment within Majors.
VIP Field Events & Executive Experiences:
lead the strategy, budget, vendor management, and execution for high-touch field programs, including C-suite dinners, regional roundtables.
Partner & Ecosystem Marketing:
Coordinate with the Partner Marketing team to align efforts as required for co-marketing initiatives, and alignment for strategic partner marketing plans.
Qualifications & Requirements
Minimum 10 years in enterprise B2B field marketing, demand generation, or account-based marketing in a $1B+ technology organization (cybersecurity, cloud, or networking preferred); minimum 5 years field marketing experience.
Location Requirement: Remote - NYC, Atlanta, Austin, SF/Bay Area recommended
Proven track record supporting sales teams focused on Global 2000 / Fortune 1000 enterprise accounts and driving quantifiable pipeline and conversion.
Omnichannel Digital & Campaign Expertise: Experience across full-funnel digital strategy, paid & earned media.
Tech Stack & ABM Proficiency: Advanced skills with enterprise CRM (Salesforce), analytics platforms, and ABM/intent intelligence platforms (6sense, Demandbase).
Thorough knowledge and understanding of enterprise lead-management processes, revenue attribution models, and marketing SLAs.
Demonstrated ability to manage budget with strong financial accountability and ROI optimization.
Strong cross-functional collaboration skills with the ability to build relationships and operate effectively across organizational boundaries.
BA/BS degree in Marketing, Business, Communications, Engineering, or a related field.
Compensation
Compensation may be adjusted depending on work location.
For Colorado, Illinois, Maryland and Minnesota based hires: Estimated annual salary of $120,000 - $169,000.
For New York City, Washington, Washington D.C. and California (excluding Bay Area) based hires: Estimated annual salary of $132,000 - $186,000.
For Bay Area based hires: Estimated annual salary of $138,000 - $195,000
Application Deadline: ~January 2027
Equity
This role is eligible to participate in Cloudflare’s equity plan.
Benefits
Cloudflare offers a complete package of benefits and programs to support you and your family. Our benefits programs can help you pay health care expenses, support caregiving, build capital for the future and make life a little easier and fun! The below is a description of our benefits for employees in the United States, and benefits may vary for employees based outside the U.S.
Health & Welfare Benefits
Medical/Rx Insurance
Dental Insurance
Vision Insurance
Flexible Spending Accounts
Commuter Spending Accounts
Fertility & Family Forming Benefits
On-demand mental health support and Employee Assistance Program
Global Travel Medical Insurance
Financial Benefits
Short and Long Term Disability Insurance
Life & Accident Insurance
401(k) Retirement Savings Plan
Employee Stock Participation Plan
Time Off
Flexible paid time off covering vacation and sick leave
Leave programs, including parental, pregnancy health, medical, and bereavement leave
What Makes Cloudflare Special?
We’re not just a highly ambitious, large-scale technology company. We’re a highly ambitious, large-scale technology company with a soul. Fundamental to our mission to help build a better Internet is protecting the free and open Internet.
Project Galileo
: Since 2014, we've equipped more than 2,400 journalism and civil society organizations in 111 countries with powerful tools to defend themselves against attacks that would otherwise censor their work, technology already used by Cloudflare’s enterprise customers--at no cost.
Athenian Project
: In 2017, we created the Athenian Project to ensure that state and local governments have the highest level of protection and reliability for free, so that their constituents have access to election information and voter registration. Since the project, we've provided services to more than 425 local government election websites in 33 states.
1.1.1.1
: We released
1.1.1.1
to help fix the foundation of the Internet by building a faster, more secure and privacy-centric public DNS resolver. This is available publicly for everyone to use - it is the first consumer-focused service Cloudflare has ever released. Here’s the deal - we don’t store client IP addresses never, ever. We will continue to abide by our
privacy commitment
and ensure that no user data is sold to advertisers or used to target consumers.
Sound like something you’d like to be a part of? We’d love to hear from you!
Please note that applicants who progress to the offer stage of the interview process may be asked to attend an in-person interview within one of the Cloudflare Offices or Cloudflare Hubs. More details about this will be available at that stage of the interview process.
This position may require access to information protected under U.S. export control laws, including the U.S. Export Administration Regulations. Please note that any offer of employment may be conditioned on your authorization to receive software or technology controlled under these U.S. export laws without sponsorship for an export license.
Cloudflare is proud to be an equal opportunity employer. We are committed to providing equal employment opportunity for all people and place great value in both diversity and inclusiveness. All qualified applicants will be considered for employment without regard to their, or any other person's, perceived or actual
race, color, religion, sex, gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship, age, physical or mental disability, medical condition, family care status, or any other basis protected by law.
We are an AA/Veterans/Disabled Employer.
Cloudflare provides reasonable accommodations to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job. Examples of reasonable accommodations include, but are not limited to, changing the application process, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment. If you require a reasonable accommodation to apply for a job, please contact us via e-mail at
hr@cloudflare.com
or via mail at 101 Townsend St. San Francisco, CA 94107.
Location: United States - Boston Office
Workplace: Hybrid
At ClickUp, we're building the future of work: the first truly converged AI workspace unifying tasks, docs, chat, calendar, and enterprise search, all supercharged by context-driven AI. We are an AI-native company. Every team member is expected to leverage AI daily, and we evaluate AI fluency as part of our hiring process. Join us and help redefine what's possible. 🚀
This is a once-in-a-lifetime opportunity to join a hyper-growth startup focused on saving people time and making the world more productive!
ClickUp is looking for a Strategic Solutions Engineer to serve as a technical partner to our Sales and Success orgs for bringing in net new customers, expanding existing accounts, and accelerating our revenue growth. The ideal candidate is a strong strategic thinker, skilled presenter, and has enough technical aptitude to figure out solutions for any technical challenges clients experience.
Teamwork is vital to how ClickUp operates and a significant portion of your responsibilities will include working closely with Managers to understand and coordinate team needs. You should be able to work independently with little supervision, and also enjoy a fast paced and collaborative work environment. It is important that you are able to manage a range of tasks and prioritize their responsibilities, and meet deadlines with urgency and optimism.
THE ROLE:
- Partner with sales and success to deliver technical presentations that explain our products and integrations for prospective and current clients.
- Design, develop, deploy and manage customer-specific proof of value (PoV) projects.
- Build custom reports and dynamic dashboards for prospective clients' management teams.
- Assist with the functional and technical elements of RFPs.
- Stay current on new feature releases and maintain updated demo spaces for sales.
- This role will support customers across the North East.
QUALIFICATIONS:
- This is a hybrid role based in Boston, MA, with a strong preference for candidates within reasonable travel distance of Boston. The role requires periodic in-person availability for customer onsite meetings, enterprise deal support, and team working sessions in the Boston market, including occasional co-working days with peers.
- Proven experience designing and implementing agentic workflow automation using AI platforms, including autonomous agents for task orchestration, multi-step decisioning, and cross-app integrations to deliver scalable enterprise productivity.
- 6+ years in a customer facing role with technology. Ideally pre-sales, but may also be equivalent consulting, implementation, or sales enablement experience.
- 2+ years demonstrable success working with commercial or enterprise clients
- An understanding of the application deployment processes that enable successful Cloud transformation, change management, and organizational acceptance.
- Strong customer-facing skills including the ability to influence technical and executive audiences towards the desired outcome.
- Creative problem solver with an eagerness to learn new technologies and sufficient technical background to assist with lightweight custom solutions.
- Demonstrated ability in business process mapping and diagramming, with experience in consumption-based selling and value selling to drive customer outcomes and align solutions with business objectives.
- Hands-on experience with AI & LLMs, integration platforms (Unito, Workato, Zapier, Integromat), web services, and APIs.
- Up to 50% of travel is required for this role.
#LI-Remote #LI-JC1
Equal Opportunity Employer
ClickUp is an Equal Opportunity Employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.
Privacy Notice
ClickUp collects and processes personal data in accordance with applicable data protection laws. You can find further details by viewing our Global Candidate Privacy Notice. https://clickup.com/careers-terms/candidate-privacy-notice
If you are a Philippine Job Applicant, please also see our Philippine Data Privacy Notice https://t333.s.clickup-attachments-stg.com/t333/d9a53ce2-6d2c-48cd-84b1-ed4e525f9613/Philippine%20Data%20Privacy%20Notice_2024.pdf?view=open for further details.
Visa Sponsorship
Please note we are unable to sponsor or take over sponsorship of an employment visa for roles outside of engineering and product at this time. Sponsorship for engineering and product roles is not guaranteed, but is instead based on the business needs for that specific role at that time. Please reach out to the recruiter with any questions.
Fraud Alert
ClickUp Talent Acquisition will only initiate contact via an @clickup.com http://clickup.com email or through our official careers portal on clickup.com http://clickup.com. We will never request fees, payments, or sensitive personal information. Please disregard any offers received outside these channels and report them to support@clickup.com.
AI Processing Notice
ClickUp may use artificial intelligence and machine learning technologies to help review and screen candidates' employment applications against role-related criteria. These tools support, but do not replace, human decision‑making. If you have questions or need an accommodation in the recruitment process, please contact us at AskPeople@ClickUp.com.
Location: Waynesboro, Virginia
Lumos is looking for a full-time
Supervisor – Service Operations
! If you’re experienced as a leader in telecom service operations who’s excited for a fast-paced experience, ready to help us grow, and ready to recommend process changes that ensure we’re harnessing our technology to the best of our ability while broadening our ability to set up and maintain our service, we want to hear from you!
The
Supervisor – Service Operations
leads employees and contractors that ensure our customers have a professional experience when we’re onsite installing service or troubleshooting, all supported by the Manager – Service Operations and wider leadership team.
Why Lumos:
Lumos is transforming the future of connectivity by building one of the nation's fastest-growing 100% Fiber Optic networks. Through T-Fiber, our joint venture with T-Mobile, we're working toward a shared goal of connecting 12 to 15 million homes by 2030 while expanding access to reliable, high-speed internet in the communities we serve.
Here, you'll find more than a job, you'll have the opportunity to make an impact, take ownership of your work, and help shape how we grow. We move quickly, collaborate across teams, and believe the best ideas come from people who are curious, solutions-oriented, and ready to build what's next.
What You'll Do:
Supervises teams in the achievement of service and quality objectives, maintains alignment with budgets and SLAs, and creates and present reports about service metrics, embodying Lumos’s servant leadership model.
Demonstrates leadership and vision managing people, major projects, and initiatives.
Provides direction to managers and supervisors in areas of quality assurance, safety, productivity monitoring, training, and budget & SLA adherence.
Performs proactive and reactive field visits: assessing customer service with site visits to customers to obtain their feedback on their experience with tech installation or repair, perform compliance reviews of vendor-provided services, and coordinate appropriate installation and repair activities.
Performs administrative duties including management of employee timesheets and contractor invoicing, differentiating between capital and operational expenses, installation and repair calendar scheduling, approving invoices, and supporting invoice audits.
Ensures teams follow service and safety standards as required by State Corporation Commission, industry & manufacturer guidelines, OSHA, National Electric Safety Code, Departments of Transportation, and local building codes covering our multi-state network.
Responsible for managing the overall operational and daily activities of the department: planning and implementing systems that support the work and fulfill the mission and goals of the department efficiently and effectively.
Supports Manager in budget adherence as well as multiple service quality standards including Troubles/100 Lines, Repeat Troubles, Drop Wire Troubles, Inside Wire Troubles and certain levels of complaints.
Works with day-to-day fiduciary functions to ensure effective expense measures are in place.
Ensures operational efficiencies along with accountability and adherence to departmental policies and procedures for his/her team.
Establishes performance measures, goals, objectives, and priorities for team.
Evaluates employee work performance; identifies appropriate training and counseling opportunities when needed in partnership with leadership and HR team.
Evaluates and recommends changes and improvements to management regarding departmental policies, procedures, and issues to improve productivity and efficiencies.
Performs other duties as assigned including departmental and cross-functional projects.
What You'll Bring:
Exceptional customer service and interpersonal presence.
Solid people leader; open to giving and taking direction, as well collaborative work styles and a commitment to get the job done.
Able to successfully build and maintain relationships within and across teams, demonstrating servant leadership behaviors and project management skills.
Excellent written and verbal communication skills.
Possesses strong time management and organizational skills.
Maintains flexibility and grace under pressure in a fast-paced, ever-changing environment – managing multiple projects and priorities simultaneously, approaching others in a tactful manner, accepting responsibility for own actions, and following through on commitments.
Demonstrates self-motivation and team player attributes with a positive, collaborative management approach and attitude.
What Makes You a Great Fit:
6+ years’ Service Operations experience in telecommunications required.
High school diploma or equivalent required; Bachelor’s degree preferred.
Able to travel to various worksites or service locations as the job requires.
Proactive, independent, and ability to take initiative to keep on-task and on-target.
Physical Requirements:
Constantly operates computer, keyboard, and related peripherals.
Frequently sedentary.
Near-constant use of sight, speech, hearing, comprehension, and reasoning.
Pay Range:
The anticipated base salary range for this position is $68,000 - $80,000. Actual base salary and overall compensation may vary based on experience, skills, education, market conditions, business needs, work location, and other applicable factors.
Benefits & Perks:
Our commitment to communities includes recruiting and rewarding the Lumos team members who are working together to build a brighter tomorrow.
We have:
Comprehensive health, dental, and vision coverage.
Competitive compensation packages, including bonus options for eligible positions.
Paid Time Off & Paid Holidays.
Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs).
100% employer-paid life and disability insurance.
Employee Assistance Program (EAP) with access to professional support for life’s challenges.
401K plan w/ up to 5% employer contribution and a self-directed brokerage option.
Wellness program offering education and cash incentives for gym attendance and nutrition programs.
Employee referral bonuses.
Discounts on Lumos Fiber Internet for employees who live in our service areas.
Discounts on T-Mobile wireless service and select features for lines.
Applicant Eligibility Notice:
Applicants must be at least eighteen (18) years of age at the time of application.
At Lumos we recruit, hire, employ, train, promote, and compensate individuals based on job-related qualifications and abilities. We have a longstanding policy of providing a work environment that respects the dignity and worth of each individual and is free from all forms of employment discrimination, including harassment, because of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We will provide reasonable accommodation to qualified individuals
with disabilities or based on a sincerely held religious belief, in accordance with applicable laws.
Location: Remote
About GiveDirectly
What if the most effective way to fight poverty was also the simplest: give people money and trust them to decide what they need?
Since 2011, GiveDirectly has proven that idea at scale. We’ve delivered more than $1B in cash directly to 2+ million people living in poverty and crisis across 15 countries, and rigorous research shows the results: healthier kids, stronger businesses, sturdier homes, and more resilient families and local economies. Cash is now widely recognized as one of the most scalable, cost-effective, and dignified forms of aid.
Our ambition goes beyond our own programs. We want cash to become the benchmark for aid, much as the index fund became the benchmark for investing, so that every aid dollar is held to one question:
is this doing more good than giving the money directly to people living in poverty?
We’re growing fast, and this is a rare and important moment to join.
We expect to hit $1B in revenue in 2026 with significant growth forecast for 2027. At the same time we are building a new technology stack and operating model designed for a roughly 10x change in scale, and we are actively pursuing partnerships with major funders to move even more money in bigger ways, to people who need it. We are known for our extensive integration of technology into field processes; our quantitative approach to performance measurement; and our commitment to rigorous, independent, experimental evaluation of our impact, with multiple Randomized Control Trials completed and others in progress.
How we work
Our team spans 20+ countries and 69 languages. Our culture is candid, analytical, and non-hierarchical. We expect high ownership and give people real responsibility early. Our values are central to how we hire, work, and grow, and they are deliberately opinionated:
Recipients first.
Recipients’ preferences come before those of donors or ourselves.
Team next.
We optimize for organizational success, not individual success.
Be proactively candid.
We say what we believe and share information openly.
Create positive energy.
We aim to be a source of energy for colleagues, not a drain.
Think rigorously; act quickly.
We reason from first principles, then act rather than debate.
Know yourself and grow.
We own our imperfections and seek feedback to grow.
Accept reality. Propose solutions.
We focus on what can change and bring solutions, not just problems.
Be productively ambitious.
We take risks for step-change impact, not incremental progress.
If they describe how you like to work and they energize you, this could be a great fit.
Want to learn more? Read and listen:
We are one of
Time100’s
Most Influential Companies of 2026, and our work has been covered by
The Economist
,
NPR
,
TED
, and
The Washington Post
. We're now preparing to deliver billions of dollars a year to people in extreme poverty, if funding allows.
Read our CEO's essay
on what that will take.
About this role:
As the Marketing Strategy and Operations Senior Manager, you will be the strategic right-hand implementer to the VP of Marketing. You will design and operate the marketing operating system that unlocks coordination and scale across the marketing ecosystem (content, media, social, paid, ambassadors, web, campaigns, automation).
In this role you will not just create plans and processes but you will also own specific key initiatives providing hands-on support building, testing, and scaling new bets. You will draw on a deep understanding of B2B and B2C marketing tactics and channels.
The role is scoped so you will spend 40% of your time on special marketing projects flexing to the areas that require resources and expertise.
Another 40% will be spent on marketing ops or building the system the team runs on (ways of working, OKR setting, weekly staff meeting, coordination with other teams, retros, etc).
Finally, 20% of your time will be spent on Chief of Staff-style work supporting the VP in thinking about marketing strategy, and articulating that vision and progress to the broader organization.
Level:
Senior Manager
Reports To:
VP of Marketing
Location:
At this stage of GiveDirectly’s growth and scale, we’re prioritizing hiring in the countries below, where we can employ you through a GD entity or an established employer of record: Cameroon, Canada, Colombia, DRC, Germany, Ghana, Kenya, Malawi, Mozambique, Netherlands, Nigeria, Poland, Portugal, Rwanda, South Africa, Spain, Turkey, Uganda, United Kingdom, and United States. This list reflects where our employment infrastructure is established today, and may evolve as we grow. If you’re based elsewhere and not open to relocation, we may not be able to consider your application for this role right now, but we’d encourage you to check back.
Please note that we are unable to sponsor or take over sponsorship of employment Visas in the U.S. or U.K. at this time.
Travel Requirement:
Must be able to travel ~2–4 times per year to one of our countries of operation for team retreats, meetings, field visits.
What you’ll do:
Marketing special projects and strategic initiatives 40%
Lead complex cross-functional marketing projects from problem definition through design, launch, test, iteration, and scale while measuring qual and quant impact
Support marketing teams who need extra capacity or expertise in high priority projects by offering hands-on flex support or ownership of defined sub-problem areas
Partner with marketing leadership to propose, prioritize, and scope the project portfolio
Define success metrics and test plans up front, and report results candidly, including what didn't work.
Document what works, build playbooks, and hand off to a permanent owner or team
Marketing operations 40 %
Own annual and quarterly planning and OKR discipline, translating strategic intent into priorities, milestones, and measurable outcomes
Analyze marketing performance, trends, and customer insights to identify growth levers
Lead the org through operating change, including the transition to AI-enabled ways of working
Own marketing budget and headcount planning with Finance, building integrated resource plans and tradeoff recommendation
Partner with People Team on headcount planning and scaling hiring plans
Manage key marketing vendor evaluations, procurement, and onboarding of new tools
Marketing Chief of Staff 20%
Manage the leadership operating rhythm: staff meetings, business reviews, offsites, extended leadership meetings, all-hands, off-site retreats
Act as a strategic thought partner and advisor to marketing leadership on key decisions, priorities, and emerging opportunities; provide high candor feedback to executive leadership
Support leadership in navigating ambiguity, aligning stakeholders, team management, and driving execution
What you’ll bring:
5–7 years in strategy, chief of staff, management consulting, indie hacker, agency, or marketing/growth or GTM operations
Experience with a wide range of tactics and channels (you don’t need them all): lifecycle marketing, SEO, SMS and push, paid channels, social, content, and creator, earned media, thought leadership, events, B2B and/or B2C, SaaS marketing, digital marketing, segmentation
A first-principles thinker who can break a complex process into parts, decide what to change, automate with AI, or keep human, and connect the dots across functions
Proven record leading complex cross-functional initiatives in fast-paced, ambiguous environments
Highly organized and detail-oriented, with strong program management skills
Experience working with large marketing budgets: including forecasts, budgeting, headcount planning, investment tradeoffs
Experience with hiring, recruiting, and onboarding operations
Excellent presentation skills; experience building exec-level decks
Detail oriented, if you are reading the third to last bullet, congrats :) as a bonus here are a few tips. 1) don’t use AI in your writing for the application – really, it’s painfully obvious 95% of the time and I want to hire you not Claude 2) mention you saw this bullet in our interview :)
Experience managing executive operating rhythms, leadership meetings, business reviews, offsites, and planning forums
Familiarity with common marketing tech stack tools
Compensation
At GiveDirectly, we strive to pay our employees generously and equitably. We use an accredited third-party salary aggregator to calculate what we believe to be competitive pay based on role, location, and cost of living. We also have a no-negotiation policy to ensure we are paying staff equitably across roles. Read more about our compensation philosophy
here
. Unless otherwise noted, the benefits stipend may be used to cover benefits or taken as additional taxable income.
This role is fully remote, so if you are not based in Kenya, the US, or the UK, we will share an estimated salary benchmark for the country you are based in during the hiring process.
United States
Base Salary:
$120,750
Bonus target:
10%
Annual Benefits Stipend:
$21,393
United Kingdom
Base Salary:
£77,600
Bonus target:
10%
Annual Benefits Stipend:
£2,760
Kenya
Base Salary:
$83,820
Bonus target:
10%
Annual Benefits Stipend:
$8,454
Germany
Base Salary
€93,900.
Bonus target
10%
Annual Benefits Stipend
€7,368
Working at GiveDirectly
GiveDirectly is an Equal Opportunity Employer. All qualified applicants are considered for employment without regard to the person’s race, color, religion, national origin, sex, sexual orientation, age, marital status, veteran status, disability, or any other characteristic protected by applicable law.
Flagging for US applicants:
We invite you to "
Know Your Rights
" as an applicant.
Commitment to Safeguarding
As a global organization working with communities to eliminate extreme poverty, GiveDirectly takes the safeguarding of its recipients, staff, and partners seriously. To that end, GiveDirectly is a member of the
Misconduct Disclosure Scheme
, and will systematically check with previous employers about any abuse or misconduct related matters involving potential new hires. We may also employ other robust pre-hire screens, including in-depth reference checks, criminal background checks, and sanctions screens.
These efforts help us continue to build and maintain trust with the communities we work with, and prevent abuse to our recipients and staff.
**GD is committed to observing all local, national and international laws that protect people and basic human rights of all. GD is committed to a policy of “zero tolerance when it comes to preventing, reporting, or responding to any form of abuse or exploitation.” and expects anyone who works for GD to uphold the protection and safeguarding of our recipients as a priority.**
Reasonable Accommodations
We are committed to fostering an inclusive and accessible work environment. If you require any accommodations during the application or interview process, or to perform the essential functions of the role, please email us at careers@givedirectly.org with the email subject “Accommodation Needed”. We will work with you to ensure reasonable accommodations are made to support your needs.
Want to put your best foot forward on your GiveDirectly application?
Take a look at our
Candidate Application Prep Guide
!
Location: Edmonton, Alberta, Canada
Bradken
is a leading solutions provider and global manufacturer of innovative, custom-engineered products for the resources sector. With a workforce of more than 3,000 employees, our ability to adapt and evolve keeps us firmly positioned as global leaders in the wear solutions market.
About the role
The Operations Administrative Assistant is responsible for reporting, tracking, coordinating, and maintaining key projects within the manufacturing group. The role supports manufacturing operations through KPI reporting and ERP data management. The Administrative Assistant provides administrative, reation, reporting, procurement support and general office administration. The role also supports reception management, mail distribution, and acts as backup for key roles as required.porting and coordination support to the Edmonton leadership team. Responsibilities include ERP administration, timecard processing, document control, meeting coordination.
In this role you will:
Report on production KPIs and departmental metrics.
Assist with ERP data management and reporting requirements.
ERP timecard entry.
Manage incoming and outgoing mail, enter production data and reports, prepare CAPEX documentation and presentations, and maintain office supplies.
Support recruitment activities as directed by the Site Manager.
Support key manufacturing priorities. Assist with ERP data management and reporting requirements.
Produce month-end reports for the Site Manager.
Provide administrative support for manufacturing as directed.
Collaborate with manufacturing teams to achieve departmental objectives.
Support supervisors and managers with reporting and administrative requirements.
Provide backup for the Operations Technician, prepare weekly schedules, and coordinate overtime call-outs.
Promote a culture of safety, quality, and continuous improvement.
Perform other duties as assigned.
Schedule:
Monday to Friday schedule with work hours 7:00am to 3:30pm.
You will have:
Qualifications:
Minimum Grade 12 diploma or equivalent.
Post-secondary education is preferred.
Office Administration Certificate and/or equivalent experience.
Experience:
Experience using Microsoft Office applications.
Experience supporting manufacturing or industrial operations.
Experience with reporting and administrative functions.
Administrative assistant experience is an asset.
Skills and Knowledge:
Advanced data entry skills (Microsoft Office, Excel and Word and Power Point).
Strong organizational and multitasking abilities.
Ability to prioritize work and meet deadlines.
Strong written and verbal communication skills.
Knowledge of ERP systems and manufacturing reporting.
Excellent customer service skills.
Why join Bradken?
We believe our people are our greatest asset. Keeping our team safe and healthy; physically and mentally has always been our top priority.
We encourage and support dynamic and flexible work options to promote a healthy balance and let you get the most out of your time.
Bradken is committed to providing a safe, inclusive and collaborative workplace where people are encouraged to challenge existing thinking and develop better solutions.
We live by our values of
Challenge
,
Customer
and
Communication
– they drive us to constantly
move forward
, to
adapt
and to
thrive
.
Bradken is one of the world’s leading solutions providers for mining equipment parts. We specialize in the innovative design and manufacture of cast and fabricated iron and steel products for the mining and resources sector, and we also expertly serve rail and transit, energy, structural and industrial casting and defence markets.
We offer:
Successful applicants will be eligible for the following on
DAY 1 of Employment
:
Full Health, Dental, and Vision benefits
Life and AD&D coverage
Short-Term and Long-Term Disability coverage
Paid Vacation
Successful applicants will be eligible for the following after 90 days of employment:
RRSP with a company match
Employee Training and Education Reimbursement opportunities
Other Benefits:
This position qualifies for eligibility to receive annual bonuses.
How we hire
:
Before commencing employment
, you will be required to complete a background check and pre-employment medical.
We respectfully request no recruitment agency approaches.
Bradken is an Equal Opportunity Employer and we are committed to providing a diverse, inclusive, engaging and flexible environment for our people because great things happen when individuals are given the opportunity to bring themselves into their work. All employment will be based on merit, competence, performance and business needs.
*While we thank all applicants for their interest, only candidates in consideration for the role will be contacted.
Location: Office Based - London, UK
Accelerate your technical career by joining Canonical in a high-impact, multi-disciplinary role.. You'll be working from our London office, which hosts our events, customer demos and visitors, in an event space with professional live video, audio and streaming equipment. You'll wear three hats: Linux and cloud support engineer, owner of the office's technical infrastructure, and one of the people running the live production at our events. You'll own your cases from first contact to resolution, bringing in colleagues or senior engineers when needed, and you'll keep the technology running when it matters most, with people watching. While professional broadcast or AV experience is not required, a strong technical curiosity for audio/video systems and the composure to manage live, high-stakes environments are a must.
Location: Office Based in London, England.
The role entails
Office technology:
Own the technical state of the London office (network, devices, meeting spaces, AV), including onboarding new colleagues, and know how it all fits together.
Live events:
Run the technology for events and customer demos, from set-up and live operation through to tear-down, and coordinate external crew for larger events.
Customer support:
Own your cases end to end, working with customers by ticket, remote session and live conversation, and with engineering teams to turn code fixes into customer outcomes. Set clear expectations and keep your commitments.
Ubuntu lifecycle:
Understand the Ubuntu development process well enough to give customers realistic timelines for fixes.
Knowledge:
Write and maintain knowledge base articles so lessons learned are shared.
What are we looking for in you
Exceptional written and spoken English, and the ability to explain technical complexity clearly and warmly
An exceptional academic record at high school and university, with an undergraduate degree in a technical subject or a compelling narrative about your alternative path
A builder's streak: something you've set up or run for other people on a deadline, such as a home lab, hackspace, student tech crew, live sound, streaming, or school or club IT
AV curiosity: real interest in audio, video and live production, or a clear appetite to learn it
Composure and care: you like helping people and stay calm when a high-stakes moment, including a live event, gets tense
A track record of going above and beyond for teams or customers
Hands-on experience supporting Linux systems, plus any of: virtualization or cloud (KVM, OpenStack), containers (Docker, LXD/LXC, Kubernetes), storage (block, object, network), or networking (bonding, firewalls, bridging, switching, MTU tuning)
A troubleshooting mindset (logs, stack traces, OS and application-level causes) and programming fundamentals in any language
What we offer colleagues
We consider geographical location, experience, and performance in shaping compensation worldwide. We assess performance and revisit compensation twice annually to ensure we recognize outstanding colleagues. In addition to base pay, we offer a performance-driven annual bonus or commission. We provide all team members with additional benefits which reflect our values and ideals. We balance our programs to meet local needs and ensure fairness globally.
Distributed work environment with twice-yearly team sprints in person.
Personal learning and development budget of USD 2,000 per year.
Bi-annual compensation review.
Company recognition rewards.
40 days annual leave per annum, including public holidays and our All Company holiday periods.
Maternity and paternity leave.
Team Member Assistance Program & Wellness Platform.
Opportunity to travel to new locations to meet colleagues, with Priority Pass for lounge access.
About Canonical
Canonical is a pioneering tech firm at the forefront of the global move to open source. Our platform, Ubuntu, is very widely used in breakthrough enterprise initiatives such as public cloud, data science, AI, engineering innovation, and IoT. Our customers include the world's leading public cloud and silicon providers, and industry leaders in many sectors. We are founder-led, profitable, and growing.
Powered by worldwide distributed collaboration since our inception in 2004, we believe tech and business leadership can emerge anywhere. We have no central headquarters. Most of us work from home, but we are exceptionally disciplined about this. We have very high expectations of all colleagues, and are champions of excellence. Working here is a step into the future and will challenge you to think differently, work smarter, learn new skills, and raise your game.
Canonical is an equal opportunity employer
We are proud to foster a workplace free from discrimination. Diversity of experience, perspectives, and background create a better work environment and better products.
Whatever your identity, we will give your application fair consideration.
Location: Denver
🏥 ABOUT SAILOR HEALTH
Sailor Health http://sailorhealth.com/ is on a mission to to reinvent the aging experience in America. Getting older in America is tough: 90% of seniors live with chronic health conditions, 40% feel isolated, and older adults have the highest suicide rates of any age group. Sailor exists to change that.
Sailor Health is building the health & wellness platform for aging. Covered by Medicare, we offer virtual mental health care, wellness classes, care navigation, and AI care agents. Our vision is to become the trusted household name for older adults in America, setting a new standard for aging with dignity and honor.
We are proud to serve thousands of patients across 50 states and to accept Medicare (the majority of our patients pay $0 out of pocket). We are also honored to have the support and backing of world-class founders from Ramp, Nourish, Headway, Charlie Health, and Spring Health.
⭐ ABOUT THE ROLE
At Sailor Health, our Provider Partnership team is at the heart of everything we do. They are the bridge between Sailor and the health systems, primary care practices, senior living communities, home care agencies, and community organizations that support older adults every day.
As the first Provider Partnership Manager in Denver, you will help launch Sailor in a brand-new market serving millions of seniors. This is a highly entrepreneurial opportunity where you’ll build Sailor’s local presence from the ground up. You’ll be in the field developing relationships across the healthcare ecosystem and establishing Sailor as the trusted behavioral health partner for older adults in the market.
This is a uniquely meaningful role. Because of our focus on senior mental health and insurance-covered care, you’ll often be the only person in the room doing what you do. Every conversation is an opportunity to advocate for an overlooked population and expand access to care for older adults who too often fall through the cracks.
At Sailor, we lead with our why, and you’ll represent that mission every day in the communities you serve.
💻 WHAT YOU’LL DO
- Build Referral Partnerships: Develop relationships with physicians, care coordinators, social workers, assisted living facilities, and senior-focused organizations. Educate providers and office staff on Sailor Health’s services, patient eligibility, and referral workflows
- Own Territory Growth: Grow referral volume across your market by developing new partnerships, managing relationships with high-priority accounts, and driving consistent outreach across the local healthcare ecosystem.
- Operate in the Field. Spend 4–5 days per week meeting partners in person across your territory. Attend community events, provider meetings, and networking opportunities
- Collaborate Cross-Functionally. Partner closely with clinical, operations, and patient experience teams to ensure a seamless referral and onboarding experience. Share market feedback to improve provider experience, patient activation, and growth strategy. Help refine outreach processes, messaging, and partnership playbooks as the company scales
- You're comfortable with range. You can give a presentation to 20 providers and walk into a solo PCP's office to build a 1-on-1 relationship. You're strategic at the territory level and granular on follow-up.
✅ IDEAL QUALIFICATIONS & SKILLS
At Sailor, we value character over experience. If the below points sounds like you, we’d love to hear from you.
- You have empathy AND hunger. You're someone who connects authentically with older adults while having the relentless drive to turn that care into results. You hit goals and you keep people at the center.
- You've built relationships from scratch in high-activity sales/development roles. Whether medical sales, pharma, recruiting, business development, or community organizing—you've prospected, handled rejection, built pipelines, and converted. You know how to move from no to yes.
- You're entrepreneurial and resourceful. You learn quickly, operate well in ambiguity, and take ownership without waiting for the perfect playbook.
- You have exceptional attention to detail. You stay organized, maintain a clean CRM, follow through consistently, and ensure partners, patients, and teammates have a high-quality experience at every touchpoint.
- You genuinely believe in the opportunity and mission. Senior behavioral health is deeply underserved, and you’re excited by the chance to help build the trusted behavioral health partner that changes how older adults access care.
🚀 OUR OFFER TO YOU
- 💰 Competitive salary and uncapped variable compensation tied to performance
- 🩺 Comprehensive benefits, including medical, dental & vision insurance
- 🚗 Field-based reimbursement mileage at IRS rates
- 🍱 Company card for provider meals and engagement
- 🌴 Flexible PTO and sick days
- 🕺🏻 Friendliest and most dynamic team culture that actually care about you
- ✚ We are a small team looking for people that can develop into leaders as we grow
Location: Remote, Canada; Remote, United States
GitLab is the intelligent orchestration platform for DevSecOps. GitLab enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. More than 50 million registered users and more than 50% of the Fortune 100* trust GitLab to ship better, more secure software faster.
The same principles built into our products are reflected in how our team works: we embrace AI as a core productivity multiplier, with all team members expected to incorporate AI into their daily workflows to drive efficiency, innovation, and impact. GitLab is where careers accelerate, innovation flourishes, and every voice is valued. Our high-performance culture is driven by our values and continuous knowledge exchange, enabling our team members to reach their full potential while collaborating with industry leaders to solve complex problems.
Co-create the future with us
as we build technology that transforms how the world develops software.
*
Fortune 500® is a registered trademark of Fortune Media IP Limited, used under license. Claim based on GitLab data. Fortune 100 refers to the top 20% ranked companies in the 2025 Fortune 500 list, published in June 2025. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of GitLab.
An overview of this role
As a Senior Ecosystem Operations Manager at GitLab, you'll own the technology, processes, and operational infrastructure behind our channel, distribution, original equipment manufacturer (OEM), global systems integrator (GSI), and managed service provider (MSP) partnerships. You'll shape how our partners go to market, serving as the primary process owner for deal registration, partner programs, partner quote-to-cash, and partner attribution. You'll combine operational strategy with hands-on execution, using artificial intelligence (AI) to automate workflows and help ecosystem operations scale.
What you'll do
Design and govern end-to-end partner processes, including deal and referral registration, service attach, two-tier distribution, rules of engagement, and quote-to-cash. Partner with Deal Desk and Billing on resale, distribution, OEM, GSI, and MSP transaction workflows, and resolve complex registration, quoting, and billing escalations.
Own operational execution of partner tiering, onboarding, certification compliance, not-for-resale (NFR) licenses, rebates, and incentives, including eligibility tracking, approval routing, and payments.
Own and administer the partner technology ecosystem, including Impartner partner relationship management (PRM), Salesforce customer relationship management (CRM) partner objects, deal registration, and partner portals. Maintain system health and data integrity, and co-manage vendor roadmaps, renewals, and service-level accountability.
Partner with Revenue Technologies and Systems to maintain integrations across partner platforms, Salesforce, enterprise resource planning (ERP), quoting, billing, and financial systems, including partner attribution and compensation data flows. Lead prioritization and user acceptance testing (UAT) for implementations, migrations, and platform enhancements with IT and Enterprise Applications.
Own the ecosystem data model and work toward one standard partner attribution record across the customer lifecycle. Serve as a resource for Ecosystem Sales, partners, and internal teams on attribution, territory, and compensation-impacting data, and maintain reporting and dashboards as a single source of truth for partner pipeline, registration activity, and program performance.
Lead ecosystem month-end close with Deal Desk, Compensation, Accounts Receivable, and Finance, covering opportunity corrections, partner splits, territory review, and reconciliation.
Identify, build, and deploy AI agents to automate workflows such as deal registration routing, NFR provisioning, partner data quality checks, and reporting. Evaluate processes for opportunities to reduce manual effort, improve consistency, and shorten cycle times.
Maintain the authoritative ecosystem process map, runbooks, and training materials. Support tool configuration, testing, and end-user training. Own channel price files and partner quoting for product launches and stock keeping unit (SKU) changes. Coordinate improvements with operational peers, IT, Finance, Product, and Legal through GitLab Work Items.
What you'll bring
Experience in business-to-business software-as-a-service channel or partner operations, with direct ownership of ecosystem workflows and the ability to work independently in a remote environment.
Hands-on experience with Impartner or an equivalent PRM platform, including deal registration and partner portal administration.
Strong working knowledge of Salesforce CRM, including partner objects, opportunity management, Flow, validation rules, reports, and dashboards.
Deep familiarity with resale, two-tier distribution, deal registration, rules of engagement, partner discounting, and partner quote-to-cash, plus an understanding of OEM, GSI, and MSP transaction structures and operational requirements.
Direct experience operating partner programs, including tiering, certification compliance, rebates, and incentives, with responsibility for execution and compliance.
Experience designing and documenting complex operational processes for distributed teams, translating business needs into detailed system requirements and configuration, and leading user acceptance testing through release.
Hands-on experience using AI tools and building agents to automate operational workflows, from evaluating opportunities to delivering working solutions.
Experience resolving ambiguous operational escalations across systems, teams, and partner relationships, and aligning Deal Desk, IT, Finance, Compensation, Legal, and Sales around operational changes.
About the team
Our Ecosystem Operations team works closely with Systems, Revenue Technologies, Deal Desk, Ecosystem Programs, Enablement, Finance, Compensation, and Legal. We enable consistent execution across Ecosystem Operations Specialists and cross-functional partners. You'll also partner with the Senior Hyperscaler Operations Manager, who owns Amazon Web Services and Google Cloud operations, on shared systems, the ecosystem data model, and month-end close.
The base salary range for this role’s listed level is currently for residents of the United States only. This range is intended to reflect the role's base salary rate in locations throughout the US. Grade level and salary ranges are determined through interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, alignment with market data, and geographic location. The base salary range does not include any bonuses, equity, or benefits. See more information on our
benefits
and
equity
. Sales roles are also eligible for incentive pay targeted at up to 100% of the offered base salary.
United States Salary Range
$104,800
—
$176,400 USD
How GitLab Supports Full-Time Employees
Benefits to support your health, finances, and well-being
Flexible Paid Time Off
Team Member Resource Groups
Equity Compensation & Employee Stock Purchase Plan
Growth and Development Fund
Parental Leave
Please note that we welcome interest from candidates with varying levels of experience; many successful candidates do not meet every single requirement. Additionally, studies have shown that people from
underrepresented groups
are less likely to apply to a job unless they meet every single qualification. If you're excited about this role, please apply and allow our recruiters to assess your application.
Country Hiring Guidelines:
GitLab hires new team members in countries around the world. All of our roles are remote, however some roles may carry specific location-based eligibility requirements. Our Talent Acquisition team can help answer any questions about location after starting the recruiting process.
Privacy Policy:
Please review our
Recruitment Privacy Policy.
Your privacy is important to us.
GitLab is proud to be an equal opportunity workplace and is an affirmative action employer. GitLab’s policies and practices relating to recruitment, employment, career development and advancement, promotion, and retirement are based solely on merit, regardless of race, color, religion, ancestry, sex (including pregnancy, lactation, sexual orientation, gender identity, or gender expression), national origin, age, citizenship, marital status, mental or physical disability, genetic information (including family medical history), discharge status from the military, protected veteran status (which includes disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, and Armed Forces service medal veterans), or any other basis protected by law. GitLab will not tolerate discrimination or harassment based on any of these characteristics. See also
GitLab’s EEO Policy
and
EEO is the Law
. If you have a disability or special need that requires
accommodation
, please let us know during the
recruiting process
.
Location: Remote-Texas; Remote-Florida; Remote-North Carolina; Remote-Georgia; Remote; Remote-South Carolina
Workplace: Remote
LIFE AT UIPATH
The people at UiPath believe in the transformative power of automation to change how the world works. We’re committed to creating category-leading enterprise software that unleashes that power.
To make that happen, we need people who are curious, self-propelled, generous, and genuine. People who love being part of a fast-moving, fast-thinking growth company. And people who care—about each other, about UiPath, and about our larger purpose.
Could that be you?
YOUR MISSION
The Partner Business Manager will be responsible for rapidly scaling and managing the UiPath partner ecosystem within UiPath AMER Region. Partners are at the heart of UiPath’s go-to-market strategy. The partner’s intimate knowledge of their customer’s business challenges plus their ability to offer design and development services will help to bring automation solutions to our customers. The successful candidate will have a track record of building partner organizations in a hyper-growth company or line of business. The candidate will have a proven track record and demonstrate leadership with use cases of building and scaling an Enterprise partner business. This role requires a leader persona who has strong business acumen and understands how to build the Enterprise business via the partner community.
Within UiPath the Partner Business Manager will be a key member of the Americas partner organization and will work as an integral extension of the Sales Leadership Team. The candidate will be interacting with all functional areas of the company including Sales, Marketing, Pre-Sales, and Customer Success. Focus will be on Strategic Partner planning, Business development, Enablement, Go-to-Market, Partner Lead Generation, Partner Campaign Creation, Sales Opportunity Management, and Service Delivery.
WHAT YOU'LL DO AT UIPATH
- Articulate and evangelize the UiPath Platform and Agentic vision of the roadmap and services to our partner community to accelerate revenue growth while maintaining a customer/partner-centric mindset.
- Work with Enterprise Field Sales leadership to develop a coordinated go-to-market strategy.
- Develop ecosystem of Enterprise Partners who are ready to jointly transform their customer business through the adoption of UiPath automation SW.
- Build a process to rapidly develop a partner’s marketing, sales, and delivery capabilities around UiPath.
- Ensure Enterprise partners are trained and enabled effectively based on unique personas to effectively lead and execute a sales campaign as an extension of UiPath.
- Manage, together with UiPath, quarterly sales funnel from opportunity development through deal closure and partner service delivery.
- Quantitatively articulate a management system of the Enterprise Partner Business via SFDC reporting.
- Effectively handle partner / customer conflict that will arise both internally and externally with proven use cases of conflict management and leadership.
- Share professional methodologies used in the past to drive leadership via tools, sales techniques, account/partner management both with channel peers and sales teams.
WHAT YOU'LL BRING TO THE TEAM
- 6+ years of Partner Management/Director Level leadership.
- Successful track record of rapidly growing a go-to-market channel organization while building a culture of teamwork, creativity, and partnership.
- Demonstrated track record of success in partner strategic planning, owning sales targets, and managing sales forecasting.
- Strong business acumen and experience in a high-growth, fast-paced startup company. Use cases highly recommended.
- Superb business development and negotiation skills coupled with the communication skills (both written and oral) to sell collaborative ideas.
- This role is fully remote, however 25% travel + is required.
SKILL SET:
- Partner Manager: Develop and lead the Business Partner plan within the partner ego-system and align with Enterprise field Account Executives.
- Partner Methodology: Working cross functionally across the entire partner organization you will develop a partner management methodology that starts with partner recruitment and covers business planning, marketing planning, and partner skill development.
- Leadership: The Partner Organization is in a build phase that is aligned with our field sales team for the Americas. We are operating at an extremely high level and high growth expectations. The Area Partner Manager is to lead the partner growth initiatives and scale the business with the field.
KEY CULTURAL SKILLS:
- Strong leadership initiative with the ability to manage multiple complex projects with varying timelines.
- Strong interpersonal skills with the ability to build trust, influence others across the organization, and fit into different partners organizations to support UiPath.
- Strong cultural fit is required: Bold, Immersed, Fast, Humble.
- Broad leadership experience in multiple areas of the partner ecosystem.
- High level of trustworthiness and ability to handle confidential information with discretion.
#LI-KS6
Maybe you don’t tick all the boxes above—but still think you’d be great for the job? Go ahead, apply anyway. Please. Because we know that experience comes in all shapes and sizes—and passion can’t be learned.
Many of our roles allow for flexibility in when and where work gets done. Depending on the needs of the business and the role, the number of hybrid, office-based, and remote workers will vary from team to team. Applications are assessed on a rolling basis and there is no fixed deadline for this requisition. The application window may change depending on the volume of applications received or may close immediately if a qualified candidate is selected.
We value a range of diverse backgrounds, experiences and ideas. We pride ourselves on our diversity and inclusive workplace that provides equal opportunities to all persons regardless of age, race, color, religion, sex, sexual orientation, gender identity, and expression, national origin, disability, neurodiversity, military and/or veteran status, or any other protected classes. Additionally, UiPath provides reasonable accommodations for candidates on request and respects applicants' privacy rights. To review these and other legal disclosures, visit our privacy policy https://www.uipath.com/legal/trust-and-security/privacy-policy.
Location: Manila, Philippines; Taguig, Philippines
Workplace: hybrid
Are you ready to join our digital revolution journey?
At Aleph, we’re not just part of the digital advertising landscape—we’re shaping its future. Representing the world’s leading platforms, including TikTok, Amazon, Google, and nearly 55 others, we operate in 130+ markets across new and existing geographies.
Our mission is to empower advertisers and brands to unlock the full potential of these platforms' advertising capabilities. By fostering long-lasting partnerships, we create limitless opportunities for people and businesses to advertise effectively at both local and global levels.
With a presence spanning continents, Aleph offers you the chance to be part of a fast-growing, innovative team where your work makes a direct impact. If you’re ambitious, forward-thinking, and eager to thrive in a dynamic, global environment, Aleph is the perfect place to build your career.
We are looking for an Associate HR Analyst, to join the Human Resources team in Manila, supporting our APAC markets. This is an early-career position that plays a key operational role supporting our Regional HR Business Partners (HRBPs), ensuring our people processes run smoothly across multiple markets.
You will work closely with the Regional HRBP, Total Rewards, Talent Acquisition (TA), People Service Delivery (PSD), and business leaders across the region, contributing to a seamless employee experience and helping turn people priorities into action. You will support key HR processes, provide insights and follow-up, and help ensure that our people practices are consistently and effectively delivered across the region in line with global guidelines.
This role is designed for someone who thrives in fast-paced, ambiguous environments and is energized by problem-solving. It is a permanent, hybrid position based in Manila, with three days per week in the office.
What You Will Do
Hiring and Selection
Support the Regional HRBP in submitting hiring requests to TA through Workday
Share regular updates with the Regional HRBP on hiring status and flag any potential hiring risks or challenges
Onboarding and Offboarding
Coordinate and facilitate welcome meetings and inductions for new hires
Ensure hiring managers take an active role in a standardized onboarding and induction template, and contribute to the onboarding process where necessary
Conduct the scheduled check-in meetings with new employees and their managers; document key findings and flag risks to the Regional HRBP
Track onboarding and offboarding processes: documentation, system updates, coordination with legal providers, and final payment follow-up
Conduct the exit interview for voluntary resignations and analyze exit surveys to flag risks or challenges to the Regional HRBP
Ensure all people movement events are processed accurately and on time in Workday
HR Employee Support
Act as a point of contact for complex HR queries related to employee relations, policies and procedures, performance, and compensation from employees and managers across APAC
Collaborate with PSD on complex employee queries related to other HR topics such as time-off requests and balances, Workday challenges, and more
Liaise with PSD on open Jira tickets and ensure timely resolution and follow-up
Actively contribute to the FAQ and knowledge base for recurring questions to reduce query volume over time, in partnership with the broader HR team
Engagement Plan Execution Support
Support the execution of the APAC Engagement Plan (Career Path Program, Recognition Program, AI and Automation initiatives)
Coordinate logistics for engagement activities: communications, scheduling, materials, and tracking
Assist in collecting and organizing data for engagement surveys and post-program follow-ups
HR Systems and Data Integrity (HRIS)
Own the accuracy of Workday organizational structures: positions, attributes, reporting lines, and job profiles
Perform regular audits to ensure all people movements (new hires, transfers, promotions, terminations) are correctly reflected in the system
Cross-check open positions in Workday against workforce planning data and flag discrepancies to the Regional HRBP
Coordinate with HR teams globally to resolve data inconsistencies
Prepare HR reports on demand: headcount, open positions, engagement metrics, and data sanity checks
Support the Regional HRBP with data preparation for leadership presentations and business reviews
Maintain data hygiene across HR tracking tools (spreadsheets, Workday exports, dashboards)
What We Are Looking For
Background
A degree in Human Resources (Human Resource Management), Labor Relations, Organizational Psychology, or a related field
Experience
1 to 3 years of HR experience in dynamic, fast-moving environments (for example HR operations, HR generalist, or HRIS support)
Experience with HRIS platforms (Workday experience is a strong plus, not a requirement)
Exposure to multi-country HR operations is valued but not mandatory
Skills
Advanced English, written and spoken; most team communication is in English
Google Workspace (Google Sheets, Docs, Slides): advanced level required
AI tools literacy (familiarity with Claude or similar tools is a plus)
Analytical mindset: comfortable working with data, spotting inconsistencies, and building clean reports
What Will Set You Apart
High tolerance for ambiguity: you don’t need everything to be defined to take action
Dynamism: you shift context quickly and don’t lose quality when the pace picks up
Comfort with uncertainty: you see change as the norm, not the exception
Proactive communication: you flag issues before they become problems
Discretion: you handle sensitive information with care and sound judgment
Why Join Aleph
Real impact across APAC:
Your accuracy in Workday and your follow-through keep hiring, onboarding, and people movements running smoothly across multiple markets, and your insights help the Regional HRBP and business leaders decide what to do next.
A clear path into HR business partnering:
Learn the HRBP craft from the inside (employee relations, workforce planning data, leadership business reviews) with day-to-day exposure to the Director, HR Business Partners.
Collaborative, supportive team culture:
Work alongside Total Rewards, Talent Acquisition, and People Service Delivery colleagues in an English-speaking team that values proactive communication, discretion, and flagging issues early.
Modern tools and AI-forward work:
Build hands-on experience with Workday, Google Workspace, Jira, and AI tools, and help deliver AI and Automation initiatives as part of the APAC Engagement Plan.
Why Join Us?
Aleph is a place of many cultures, perspectives, and talents. We support each other, creating an environment of giving and receiving. We value partnership and communication because we believe it takes a group of people to achieve great things. We are energized by our ever-changing industry, our curiosity keeps us learning and seeking out new opportunities.
We stay flexible and adaptable, and believe in moving with the speed of change. We encourage everyone to strive for more, providing our internal talent with growth opportunities and the ability to learn together.
#ALEPH
Location: Greenwich, Connecticut, United States
About the Role
iCapital is looking to hire a Compliance Officer to support the relevant investment advisers serving the Exchange-Traded Funds (ETF), Alternative Investments Fund-of-Funds, and 1940 Act Registered Funds businesses. This individual will assist with the implementation and administration of compliance programs for the firm’s SEC-registered investment advisers, registered investment companies, NFA- and CFTC-registered commodity pools, and other compliance-related activities involving these products or entities.
Responsibilities
Maintain working knowledge of regulations applicable to ETFs and 1940 Act Registered Funds and their investment advisers, including the Investment Advisers Act of 1940, the Investment Company Act of 1940, and Rule 6c‑11.
Support the administration of the funds’ compliance and governance framework.
Assist in monitoring compliance with fund governing documents.
Monitor regulatory developments affecting ETFs, including derivatives, valuation, liquidity, and related rulemaking, and assist in assessing their impact.
Support ETF and Registered Funds initiatives by identifying regulatory risks, escalating issues, and helping develop practical solutions.
Review fund marketing materials for consistency with fund disclosures, governing documents, regulatory requirements, and internal policies, and coordinate approvals with relevant stakeholders.
Conduct post-trade compliance monitoring, portfolio guideline testing, and issue resolution.
Support trading oversight frameworks, including best execution governance and related compliance practices.
Perform compliance testing, reporting, and remediation tracking to support timely resolution of issues.
Assist with compliance reviews of third-party service providers, including administrators, custodians, legal counsel, and auditors.
Qualifications
Bachelor’s degree is required
6+ years of compliance experience in the financial services industry, including experience with exchange-traded funds, derivatives, alternative investments, and the applicable regulatory landscape
Experience supporting investment company, investment adviser, and NFA or CFTC compliance programs and requirements
Experience supporting regulatory examinations, investigations, or other interactions with the SEC, FINRA, or NFA
Experience evaluating risk and mapping risks and controls across business practices
Able to collaborate with and provide guidance to colleagues across functions and levels
Able to operate effectively in a fast-paced environment
Detail-oriented, with the ability to assess and prioritize multiple projects
Benefits
The base salary range for this role is $110,000 to $145,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us X: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Location: New York, New York, United States
About the Role
iCapital is looking to hire a Compliance Officer to support the relevant investment advisers serving the Exchange-Traded Funds (ETF), Alternative Investments Fund-of-Funds, and 1940 Act Registered Funds businesses. This individual will assist with the implementation and administration of compliance programs for the firm’s SEC-registered investment advisers, registered investment companies, NFA- and CFTC-registered commodity pools, and other compliance-related activities involving these products or entities.
Responsibilities
Maintain working knowledge of regulations applicable to ETFs and 1940 Act Registered Funds and their investment advisers, including the Investment Advisers Act of 1940, the Investment Company Act of 1940, and Rule 6c‑11.
Support the administration of the funds’ compliance and governance framework.
Assist in monitoring compliance with fund governing documents.
Monitor regulatory developments affecting ETFs, including derivatives, valuation, liquidity, and related rulemaking, and assist in assessing their impact.
Support ETF and Registered Funds initiatives by identifying regulatory risks, escalating issues, and helping develop practical solutions.
Review fund marketing materials for consistency with fund disclosures, governing documents, regulatory requirements, and internal policies, and coordinate approvals with relevant stakeholders.
Conduct post-trade compliance monitoring, portfolio guideline testing, and issue resolution.
Support trading oversight frameworks, including best execution governance and related compliance practices.
Perform compliance testing, reporting, and remediation tracking to support timely resolution of issues.
Assist with compliance reviews of third-party service providers, including administrators, custodians, legal counsel, and auditors.
Qualifications
Bachelor’s degree is required
6+ years of compliance experience in the financial services industry, including experience with exchange-traded funds, derivatives, alternative investments, and the applicable regulatory landscape
Experience supporting investment company, investment adviser, and NFA or CFTC compliance programs and requirements
Experience supporting regulatory examinations, investigations, or other interactions with the SEC, FINRA, or NFA
Experience evaluating risk and mapping risks and controls across business practices
Able to collaborate with and provide guidance to colleagues across functions and levels
Able to operate effectively in a fast-paced environment
Detail-oriented, with the ability to assess and prioritize multiple projects
Benefits
The base salary range for this role is $110,000 to $145,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us X: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Location: 6111 Bollinger Canyon Road, Suite 300 San Ramon, CA 94583
Come join our team!
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.
Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
SENIOR CLIENT MANAGER- COMMERCIAL LINES, P&C
LOCATION:
The role can located out of our San Ramon, San Francisco, Concord or Rancho Cordova, CA office with a hybrid work schedule; in office 1-2x a week.
THE SENIOR CLIENT MANAGER WILL BE RESPONSIBLE FOR:
Service
Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues;
Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner;
Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes;
Responsible for timely, accurate invoicing and monthly expirations;
Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity;
Other duties may be assigned.
Marketing
In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination;
Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies;
Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers;
Prepare proposals and provide other technical support in the sales process as needed;
Work with the Sales Team to refer current and prospective clients to E.P.I.C.’s Employee benefits, and Private Client Departments for solicitation for those lines of business;
Other duties may be assigned.
Personal and Organizational Development
Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities;
Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts;
Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records;
Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company;
Stay informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance;
Other duties may be assigned.
Work effectively to resolve problems or enhance service in a timely manner
Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
Ensure expert knowledge is maintaine
KEY COMPETENCIES:
Full knowledge of Property Casualty lines of coverage and services;
Strong Excel knowledge for Premium Allocations
Marine/Boat/Yacht knowledge
Ability to manage different industry verticals– the book has a mix of LROs, Contractors, Manufacturers & Distributors
Great communication skills with producers
Recognize problems and respond appropriately
able to analyze situations logically in order to draw solid conclusions
Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects;
Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel; Strong attention to detail and time management abilities;
Strong ability to multi-task and assign priority;
Ability to work effectively and efficiently both with and without direct supervision;
Ability to work effectively and efficiently in a team environment as well as independently; Strong interpersonal communication skills, both written and oral
EDUCATION and/or EXPERIENCE:
High school diploma or G.E.D. equivalent required. College degree preferred.
5-7 years experience in mid-size brokerage or carrier.
Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.
Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
CERTIFICATES, LICENSES, REGISTRATIONS:
California P&C Broker License
Valid Driver License
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.
The national average salary for this role is $100,000 to $108,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
CLIENT EXECUTIVE- CONSTRUCTION and MANUFACTURING COMMERCIAL LINES OF INSURANCE
LOCATION:
The role can located out of our San Ramon, San Francisco or Concord, CA office with a hybrid work schedule; in office 2x a week.
SUMMARY:
The Client Executive is a senior, client-facing individual contributor role, responsible for managing Property & Casualty insurance relationships for a complex portfolio of construction and manufacturing clients. As a key member of the client service team, this position leads service delivery, coordinates program activities, and ensures effective execution of client strategies. This role carries direct responsibility for performing critical service functions, serving as both a strategic advisor and hands-on resource to clients. The Client Executive provides expert consultation, proactively identifies client needs, and delivers tailored solutions that support retention and drive growth.
The Client Executive is expected to mentor and support client service team members through guidance, knowledge sharing, and collaboration, helping to elevate overall service quality.
QUALIFICATIONS:
To perform this role successfully, an individual must be able to execute each essential duty at a high level. The requirements below represent the knowledge, skills, and abilities needed. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Partner closely with Producers in all aspects of client service, including new business development, renewals, and expansion opportunities within existing accounts
Serve as a hands-on contributor in the delivery of client service, ensuring strategies are effectively implemented and executed
Lead the marketing and placement process, including development of submission strategy, preparation of high-quality market submissions, direct engagement with carriers, and negotiation of coverage terms, conditions, and pricing to achieve optimal program outcomes
Align and coordinate internal resources to support client needs, including execution of renewal strategies and long-term risk management initiatives
Collaborate with Producers, Risk Control, Claims, and service team members to develop and deliver risk analyses, stewardship reports, and client facing deliverables
Partner closely with Client Managers and colleagues to ensure efficient, accurate, and high-quality service delivery; directly manage select client relationships as appropriate
Oversee and contribute to the timely and accurate completion of service deliverables, including endorsements, certificates, audits, and invoicing
Evaluate client exposures and provide strategic recommendations on coverage structure, program design, and risk financing approaches
Provide guidance, mentorship, and knowledge-sharing to support the development of service team members without direct supervisory responsibility
Travel as needed to support client relationships and business development efforts
REQUIREMENTS:
Strong negotiation skills and deep knowledge of Property & Casualty insurance, including major lines of coverage and industry-specific exposures (construction and manufacturing preferred)
Advanced proficiency in Microsoft Office (Excel, PowerPoint, Outlook)
Ability to quickly become proficient in internal systems (Sagitta and ImageRight experience preferred)
Demonstrated ability to leverage technology, data, and emerging AI solutions to streamline workflows, enhance client service, and improve insight generation, accuracy, and efficiency in service delivery and outcomes
Excellent written and verbal communication skills
Demonstrated ability to influence, mentor, and collaborate across teams without formal supervisory authority
Strong analytical skills, including the ability to interpret coverage forms, contracts, and financial data
Self-motivated, detail-oriented, and able to manage multiple priorities independently
High level of professionalism with a strong client service orientation
SUPERVISORY RESPONSIBILITIES:
N/A
KEY COMPETENCIES:
Comprehensive knowledge of Property & Casualty coverages and services, including the end-to-end renewal process
Strong ability to interpret coverage questions and apply technical expertise to client situations
Effective problem-solving skills, with the ability to recognize issues and implement appropriate solutions
Analytical thinking with the ability to evaluate complex situations and draw sound conclusions
Strong attention to detail, organization, and time management
Ability to handle sensitive and confidential information with professionalism and discretion
Client service–oriented mindset with a focus on delivering high-quality outcomes
Demonstrated initiative and commitment to continuous learning and development
Ability to manage multiple priorities and adapt in a fast-paced environment
Proven ability to work both independently and collaboratively within a team setting
Excellent interpersonal, written, and verbal communication skills
Proficiency in Microsoft Office applications, including Word, Excel, and Outlook
EDUCATION and/or EXPERIENCE:
Bachelor’s degree preferred
8–10 years of commercial Property & Casualty insurance experience in a client-facing role
5 plus years in an Account Executive role
Demonstrated experience in project management and client program leadership
Relevant industry designations preferred (e.g., CIC, CPCU, CRM, ARM)
PREFERRED ADDITIONAL QUALIFICATIONS:
Technical expertise to handle mid-sized to large construction and manufacturing risks
Comfortable with complex contract reviews, Builders Risk Placement, working with Captives
CERTIFICATES, LICENSES, REGISTRATIONS:
Active Property & Casualty Broker License, with the ability to maintain required licensing through continuing education
Valid driver’s license
PHYSICAL DEMANDS:
The physical demands described below are representative of those required to successfully perform the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.
While performing the duties of this position, the employee is regularly required to sit, stand, and move about; use hands to handle or operate objects; reach with hands and arms; and communicate effectively (talk and hear). Specific vision abilities include close vision and the ability to adjust focus. This role also requires the ability to travel independently to client sites, which may include occasional air travel.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those encountered while performing the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.
The noise level in the work environment is typically moderate, with minimal exposure to physical risk.
OTHER DUTIES:
This job description is not intended to be a comprehensive list of all duties, responsibilities, or activities required of the employee. Duties and responsibilities may change at any time, with or without notice.
The national average salary for this role is $160,000 to $185,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-LL1 #LI-Hybrid
Location: 10877 White Rock Road Suite 300, Rancho Cordova, CA 95670
Come join our team!
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.
Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
SENIOR CLIENT MANAGER- COMMERCIAL LINES, P&C
LOCATION:
The role can located out of our San Ramon, San Francisco, Concord or Rancho Cordova, CA office with a hybrid work schedule; in office 1-2x a week.
THE SENIOR CLIENT MANAGER WILL BE RESPONSIBLE FOR:
Service
Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues;
Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner;
Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes;
Responsible for timely, accurate invoicing and monthly expirations;
Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity;
Other duties may be assigned.
Marketing
In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination;
Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies;
Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers;
Prepare proposals and provide other technical support in the sales process as needed;
Work with the Sales Team to refer current and prospective clients to E.P.I.C.’s Employee benefits, and Private Client Departments for solicitation for those lines of business;
Other duties may be assigned.
Personal and Organizational Development
Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities;
Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts;
Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records;
Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company;
Stay informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance;
Other duties may be assigned.
Work effectively to resolve problems or enhance service in a timely manner
Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
Ensure expert knowledge is maintaine
KEY COMPETENCIES:
Full knowledge of Property Casualty lines of coverage and services;
Strong Excel knowledge for Premium Allocations
Marine/Boat/Yacht knowledge
Ability to manage different industry verticals– the book has a mix of LROs, Contractors, Manufacturers & Distributors
Great communication skills with producers
Recognize problems and respond appropriately
able to analyze situations logically in order to draw solid conclusions
Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects;
Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel; Strong attention to detail and time management abilities;
Strong ability to multi-task and assign priority;
Ability to work effectively and efficiently both with and without direct supervision;
Ability to work effectively and efficiently in a team environment as well as independently; Strong interpersonal communication skills, both written and oral
EDUCATION and/or EXPERIENCE:
High school diploma or G.E.D. equivalent required. College degree preferred.
5-7 years experience in mid-size brokerage or carrier.
Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.
Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
CERTIFICATES, LICENSES, REGISTRATIONS:
California P&C Broker License
Valid Driver License
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.
The national average salary for this role is $100,000 to $108,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
CLIENT EXECUTIVE- CONSTRUCTION and MANUFACTURING COMMERCIAL LINES OF INSURANCE
LOCATION:
The role can located out of our San Ramon, San Francisco or Concord, CA office with a hybrid work schedule; in office 2x a week.
SUMMARY:
The Client Executive is a senior, client-facing individual contributor role, responsible for managing Property & Casualty insurance relationships for a complex portfolio of construction and manufacturing clients. As a key member of the client service team, this position leads service delivery, coordinates program activities, and ensures effective execution of client strategies. This role carries direct responsibility for performing critical service functions, serving as both a strategic advisor and hands-on resource to clients. The Client Executive provides expert consultation, proactively identifies client needs, and delivers tailored solutions that support retention and drive growth.
The Client Executive is expected to mentor and support client service team members through guidance, knowledge sharing, and collaboration, helping to elevate overall service quality.
QUALIFICATIONS:
To perform this role successfully, an individual must be able to execute each essential duty at a high level. The requirements below represent the knowledge, skills, and abilities needed. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Partner closely with Producers in all aspects of client service, including new business development, renewals, and expansion opportunities within existing accounts
Serve as a hands-on contributor in the delivery of client service, ensuring strategies are effectively implemented and executed
Lead the marketing and placement process, including development of submission strategy, preparation of high-quality market submissions, direct engagement with carriers, and negotiation of coverage terms, conditions, and pricing to achieve optimal program outcomes
Align and coordinate internal resources to support client needs, including execution of renewal strategies and long-term risk management initiatives
Collaborate with Producers, Risk Control, Claims, and service team members to develop and deliver risk analyses, stewardship reports, and client facing deliverables
Partner closely with Client Managers and colleagues to ensure efficient, accurate, and high-quality service delivery; directly manage select client relationships as appropriate
Oversee and contribute to the timely and accurate completion of service deliverables, including endorsements, certificates, audits, and invoicing
Evaluate client exposures and provide strategic recommendations on coverage structure, program design, and risk financing approaches
Provide guidance, mentorship, and knowledge-sharing to support the development of service team members without direct supervisory responsibility
Travel as needed to support client relationships and business development efforts
REQUIREMENTS:
Strong negotiation skills and deep knowledge of Property & Casualty insurance, including major lines of coverage and industry-specific exposures (construction and manufacturing preferred)
Advanced proficiency in Microsoft Office (Excel, PowerPoint, Outlook)
Ability to quickly become proficient in internal systems (Sagitta and ImageRight experience preferred)
Demonstrated ability to leverage technology, data, and emerging AI solutions to streamline workflows, enhance client service, and improve insight generation, accuracy, and efficiency in service delivery and outcomes
Excellent written and verbal communication skills
Demonstrated ability to influence, mentor, and collaborate across teams without formal supervisory authority
Strong analytical skills, including the ability to interpret coverage forms, contracts, and financial data
Self-motivated, detail-oriented, and able to manage multiple priorities independently
High level of professionalism with a strong client service orientation
SUPERVISORY RESPONSIBILITIES:
N/A
KEY COMPETENCIES:
Comprehensive knowledge of Property & Casualty coverages and services, including the end-to-end renewal process
Strong ability to interpret coverage questions and apply technical expertise to client situations
Effective problem-solving skills, with the ability to recognize issues and implement appropriate solutions
Analytical thinking with the ability to evaluate complex situations and draw sound conclusions
Strong attention to detail, organization, and time management
Ability to handle sensitive and confidential information with professionalism and discretion
Client service–oriented mindset with a focus on delivering high-quality outcomes
Demonstrated initiative and commitment to continuous learning and development
Ability to manage multiple priorities and adapt in a fast-paced environment
Proven ability to work both independently and collaboratively within a team setting
Excellent interpersonal, written, and verbal communication skills
Proficiency in Microsoft Office applications, including Word, Excel, and Outlook
EDUCATION and/or EXPERIENCE:
Bachelor’s degree preferred
8–10 years of commercial Property & Casualty insurance experience in a client-facing role
5 plus years in an Account Executive role
Demonstrated experience in project management and client program leadership
Relevant industry designations preferred (e.g., CIC, CPCU, CRM, ARM)
PREFERRED ADDITIONAL QUALIFICATIONS:
Technical expertise to handle mid-sized to large construction and manufacturing risks
Comfortable with complex contract reviews, Builders Risk Placement, working with Captives
CERTIFICATES, LICENSES, REGISTRATIONS:
Active Property & Casualty Broker License, with the ability to maintain required licensing through continuing education
Valid driver’s license
PHYSICAL DEMANDS:
The physical demands described below are representative of those required to successfully perform the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.
While performing the duties of this position, the employee is regularly required to sit, stand, and move about; use hands to handle or operate objects; reach with hands and arms; and communicate effectively (talk and hear). Specific vision abilities include close vision and the ability to adjust focus. This role also requires the ability to travel independently to client sites, which may include occasional air travel.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those encountered while performing the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.
The noise level in the work environment is typically moderate, with minimal exposure to physical risk.
OTHER DUTIES:
This job description is not intended to be a comprehensive list of all duties, responsibilities, or activities required of the employee. Duties and responsibilities may change at any time, with or without notice.
The national average salary for this role is $160,000 to $185,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-LL1 #LI-Hybrid
Location: 1390 Willow Pass Road Suite 800, Concord, CA 94520
Come join our team!
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.
Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
SENIOR CLIENT MANAGER- COMMERCIAL LINES, P&C
LOCATION:
The role can located out of our San Ramon, San Francisco, Concord or Rancho Cordova, CA office with a hybrid work schedule; in office 1-2x a week.
THE SENIOR CLIENT MANAGER WILL BE RESPONSIBLE FOR:
Service
Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues;
Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner;
Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes;
Responsible for timely, accurate invoicing and monthly expirations;
Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity;
Other duties may be assigned.
Marketing
In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination;
Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies;
Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers;
Prepare proposals and provide other technical support in the sales process as needed;
Work with the Sales Team to refer current and prospective clients to E.P.I.C.’s Employee benefits, and Private Client Departments for solicitation for those lines of business;
Other duties may be assigned.
Personal and Organizational Development
Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities;
Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts;
Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records;
Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company;
Stay informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance;
Other duties may be assigned.
Work effectively to resolve problems or enhance service in a timely manner
Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
Ensure expert knowledge is maintaine
KEY COMPETENCIES:
Full knowledge of Property Casualty lines of coverage and services;
Strong Excel knowledge for Premium Allocations
Marine/Boat/Yacht knowledge
Ability to manage different industry verticals– the book has a mix of LROs, Contractors, Manufacturers & Distributors
Great communication skills with producers
Recognize problems and respond appropriately
able to analyze situations logically in order to draw solid conclusions
Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects;
Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel; Strong attention to detail and time management abilities;
Strong ability to multi-task and assign priority;
Ability to work effectively and efficiently both with and without direct supervision;
Ability to work effectively and efficiently in a team environment as well as independently; Strong interpersonal communication skills, both written and oral
EDUCATION and/or EXPERIENCE:
High school diploma or G.E.D. equivalent required. College degree preferred.
5-7 years experience in mid-size brokerage or carrier.
Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.
Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
CERTIFICATES, LICENSES, REGISTRATIONS:
California P&C Broker License
Valid Driver License
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.
The national average salary for this role is $100,000 to $108,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
CLIENT EXECUTIVE- CONSTRUCTION and MANUFACTURING COMMERCIAL LINES OF INSURANCE
LOCATION:
The role can located out of our San Ramon, San Francisco or Concord, CA office with a hybrid work schedule; in office 2x a week.
SUMMARY:
The Client Executive is a senior, client-facing individual contributor role, responsible for managing Property & Casualty insurance relationships for a complex portfolio of construction and manufacturing clients. As a key member of the client service team, this position leads service delivery, coordinates program activities, and ensures effective execution of client strategies. This role carries direct responsibility for performing critical service functions, serving as both a strategic advisor and hands-on resource to clients. The Client Executive provides expert consultation, proactively identifies client needs, and delivers tailored solutions that support retention and drive growth.
The Client Executive is expected to mentor and support client service team members through guidance, knowledge sharing, and collaboration, helping to elevate overall service quality.
QUALIFICATIONS:
To perform this role successfully, an individual must be able to execute each essential duty at a high level. The requirements below represent the knowledge, skills, and abilities needed. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Partner closely with Producers in all aspects of client service, including new business development, renewals, and expansion opportunities within existing accounts
Serve as a hands-on contributor in the delivery of client service, ensuring strategies are effectively implemented and executed
Lead the marketing and placement process, including development of submission strategy, preparation of high-quality market submissions, direct engagement with carriers, and negotiation of coverage terms, conditions, and pricing to achieve optimal program outcomes
Align and coordinate internal resources to support client needs, including execution of renewal strategies and long-term risk management initiatives
Collaborate with Producers, Risk Control, Claims, and service team members to develop and deliver risk analyses, stewardship reports, and client facing deliverables
Partner closely with Client Managers and colleagues to ensure efficient, accurate, and high-quality service delivery; directly manage select client relationships as appropriate
Oversee and contribute to the timely and accurate completion of service deliverables, including endorsements, certificates, audits, and invoicing
Evaluate client exposures and provide strategic recommendations on coverage structure, program design, and risk financing approaches
Provide guidance, mentorship, and knowledge-sharing to support the development of service team members without direct supervisory responsibility
Travel as needed to support client relationships and business development efforts
REQUIREMENTS:
Strong negotiation skills and deep knowledge of Property & Casualty insurance, including major lines of coverage and industry-specific exposures (construction and manufacturing preferred)
Advanced proficiency in Microsoft Office (Excel, PowerPoint, Outlook)
Ability to quickly become proficient in internal systems (Sagitta and ImageRight experience preferred)
Demonstrated ability to leverage technology, data, and emerging AI solutions to streamline workflows, enhance client service, and improve insight generation, accuracy, and efficiency in service delivery and outcomes
Excellent written and verbal communication skills
Demonstrated ability to influence, mentor, and collaborate across teams without formal supervisory authority
Strong analytical skills, including the ability to interpret coverage forms, contracts, and financial data
Self-motivated, detail-oriented, and able to manage multiple priorities independently
High level of professionalism with a strong client service orientation
SUPERVISORY RESPONSIBILITIES:
N/A
KEY COMPETENCIES:
Comprehensive knowledge of Property & Casualty coverages and services, including the end-to-end renewal process
Strong ability to interpret coverage questions and apply technical expertise to client situations
Effective problem-solving skills, with the ability to recognize issues and implement appropriate solutions
Analytical thinking with the ability to evaluate complex situations and draw sound conclusions
Strong attention to detail, organization, and time management
Ability to handle sensitive and confidential information with professionalism and discretion
Client service–oriented mindset with a focus on delivering high-quality outcomes
Demonstrated initiative and commitment to continuous learning and development
Ability to manage multiple priorities and adapt in a fast-paced environment
Proven ability to work both independently and collaboratively within a team setting
Excellent interpersonal, written, and verbal communication skills
Proficiency in Microsoft Office applications, including Word, Excel, and Outlook
EDUCATION and/or EXPERIENCE:
Bachelor’s degree preferred
8–10 years of commercial Property & Casualty insurance experience in a client-facing role
5 plus years in an Account Executive role
Demonstrated experience in project management and client program leadership
Relevant industry designations preferred (e.g., CIC, CPCU, CRM, ARM)
PREFERRED ADDITIONAL QUALIFICATIONS:
Technical expertise to handle mid-sized to large construction and manufacturing risks
Comfortable with complex contract reviews, Builders Risk Placement, working with Captives
CERTIFICATES, LICENSES, REGISTRATIONS:
Active Property & Casualty Broker License, with the ability to maintain required licensing through continuing education
Valid driver’s license
PHYSICAL DEMANDS:
The physical demands described below are representative of those required to successfully perform the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.
While performing the duties of this position, the employee is regularly required to sit, stand, and move about; use hands to handle or operate objects; reach with hands and arms; and communicate effectively (talk and hear). Specific vision abilities include close vision and the ability to adjust focus. This role also requires the ability to travel independently to client sites, which may include occasional air travel.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those encountered while performing the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.
The noise level in the work environment is typically moderate, with minimal exposure to physical risk.
OTHER DUTIES:
This job description is not intended to be a comprehensive list of all duties, responsibilities, or activities required of the employee. Duties and responsibilities may change at any time, with or without notice.
The national average salary for this role is $160,000 to $185,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-LL1 #LI-Hybrid
Location: 100 Montgomery Street, Suite 2000, San Francisco, CA 94104-4348
Come join our team!
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.
Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
SENIOR CLIENT MANAGER- COMMERCIAL LINES, P&C
LOCATION:
The role can located out of our San Ramon, San Francisco, Concord or Rancho Cordova, CA office with a hybrid work schedule; in office 1-2x a week.
THE SENIOR CLIENT MANAGER WILL BE RESPONSIBLE FOR:
Service
Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues;
Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner;
Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes;
Responsible for timely, accurate invoicing and monthly expirations;
Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity;
Other duties may be assigned.
Marketing
In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination;
Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies;
Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers;
Prepare proposals and provide other technical support in the sales process as needed;
Work with the Sales Team to refer current and prospective clients to E.P.I.C.’s Employee benefits, and Private Client Departments for solicitation for those lines of business;
Other duties may be assigned.
Personal and Organizational Development
Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities;
Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts;
Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records;
Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company;
Stay informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance;
Other duties may be assigned.
Work effectively to resolve problems or enhance service in a timely manner
Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
Ensure expert knowledge is maintaine
KEY COMPETENCIES:
Full knowledge of Property Casualty lines of coverage and services;
Strong Excel knowledge for Premium Allocations
Marine/Boat/Yacht knowledge
Ability to manage different industry verticals– the book has a mix of LROs, Contractors, Manufacturers & Distributors
Great communication skills with producers
Recognize problems and respond appropriately
able to analyze situations logically in order to draw solid conclusions
Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects;
Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel; Strong attention to detail and time management abilities;
Strong ability to multi-task and assign priority;
Ability to work effectively and efficiently both with and without direct supervision;
Ability to work effectively and efficiently in a team environment as well as independently; Strong interpersonal communication skills, both written and oral
EDUCATION and/or EXPERIENCE:
High school diploma or G.E.D. equivalent required. College degree preferred.
5-7 years experience in mid-size brokerage or carrier.
Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.
Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
CERTIFICATES, LICENSES, REGISTRATIONS:
California P&C Broker License
Valid Driver License
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.
The national average salary for this role is $100,000 to $108,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
CLIENT EXECUTIVE- CONSTRUCTION and MANUFACTURING COMMERCIAL LINES OF INSURANCE
LOCATION:
The role can located out of our San Ramon, San Francisco or Concord, CA office with a hybrid work schedule; in office 2x a week.
SUMMARY:
The Client Executive is a senior, client-facing individual contributor role, responsible for managing Property & Casualty insurance relationships for a complex portfolio of construction and manufacturing clients. As a key member of the client service team, this position leads service delivery, coordinates program activities, and ensures effective execution of client strategies. This role carries direct responsibility for performing critical service functions, serving as both a strategic advisor and hands-on resource to clients. The Client Executive provides expert consultation, proactively identifies client needs, and delivers tailored solutions that support retention and drive growth.
The Client Executive is expected to mentor and support client service team members through guidance, knowledge sharing, and collaboration, helping to elevate overall service quality.
QUALIFICATIONS:
To perform this role successfully, an individual must be able to execute each essential duty at a high level. The requirements below represent the knowledge, skills, and abilities needed. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Partner closely with Producers in all aspects of client service, including new business development, renewals, and expansion opportunities within existing accounts
Serve as a hands-on contributor in the delivery of client service, ensuring strategies are effectively implemented and executed
Lead the marketing and placement process, including development of submission strategy, preparation of high-quality market submissions, direct engagement with carriers, and negotiation of coverage terms, conditions, and pricing to achieve optimal program outcomes
Align and coordinate internal resources to support client needs, including execution of renewal strategies and long-term risk management initiatives
Collaborate with Producers, Risk Control, Claims, and service team members to develop and deliver risk analyses, stewardship reports, and client facing deliverables
Partner closely with Client Managers and colleagues to ensure efficient, accurate, and high-quality service delivery; directly manage select client relationships as appropriate
Oversee and contribute to the timely and accurate completion of service deliverables, including endorsements, certificates, audits, and invoicing
Evaluate client exposures and provide strategic recommendations on coverage structure, program design, and risk financing approaches
Provide guidance, mentorship, and knowledge-sharing to support the development of service team members without direct supervisory responsibility
Travel as needed to support client relationships and business development efforts
REQUIREMENTS:
Strong negotiation skills and deep knowledge of Property & Casualty insurance, including major lines of coverage and industry-specific exposures (construction and manufacturing preferred)
Advanced proficiency in Microsoft Office (Excel, PowerPoint, Outlook)
Ability to quickly become proficient in internal systems (Sagitta and ImageRight experience preferred)
Demonstrated ability to leverage technology, data, and emerging AI solutions to streamline workflows, enhance client service, and improve insight generation, accuracy, and efficiency in service delivery and outcomes
Excellent written and verbal communication skills
Demonstrated ability to influence, mentor, and collaborate across teams without formal supervisory authority
Strong analytical skills, including the ability to interpret coverage forms, contracts, and financial data
Self-motivated, detail-oriented, and able to manage multiple priorities independently
High level of professionalism with a strong client service orientation
SUPERVISORY RESPONSIBILITIES:
N/A
KEY COMPETENCIES:
Comprehensive knowledge of Property & Casualty coverages and services, including the end-to-end renewal process
Strong ability to interpret coverage questions and apply technical expertise to client situations
Effective problem-solving skills, with the ability to recognize issues and implement appropriate solutions
Analytical thinking with the ability to evaluate complex situations and draw sound conclusions
Strong attention to detail, organization, and time management
Ability to handle sensitive and confidential information with professionalism and discretion
Client service–oriented mindset with a focus on delivering high-quality outcomes
Demonstrated initiative and commitment to continuous learning and development
Ability to manage multiple priorities and adapt in a fast-paced environment
Proven ability to work both independently and collaboratively within a team setting
Excellent interpersonal, written, and verbal communication skills
Proficiency in Microsoft Office applications, including Word, Excel, and Outlook
EDUCATION and/or EXPERIENCE:
Bachelor’s degree preferred
8–10 years of commercial Property & Casualty insurance experience in a client-facing role
5 plus years in an Account Executive role
Demonstrated experience in project management and client program leadership
Relevant industry designations preferred (e.g., CIC, CPCU, CRM, ARM)
PREFERRED ADDITIONAL QUALIFICATIONS:
Technical expertise to handle mid-sized to large construction and manufacturing risks
Comfortable with complex contract reviews, Builders Risk Placement, working with Captives
CERTIFICATES, LICENSES, REGISTRATIONS:
Active Property & Casualty Broker License, with the ability to maintain required licensing through continuing education
Valid driver’s license
PHYSICAL DEMANDS:
The physical demands described below are representative of those required to successfully perform the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.
While performing the duties of this position, the employee is regularly required to sit, stand, and move about; use hands to handle or operate objects; reach with hands and arms; and communicate effectively (talk and hear). Specific vision abilities include close vision and the ability to adjust focus. This role also requires the ability to travel independently to client sites, which may include occasional air travel.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those encountered while performing the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.
The noise level in the work environment is typically moderate, with minimal exposure to physical risk.
OTHER DUTIES:
This job description is not intended to be a comprehensive list of all duties, responsibilities, or activities required of the employee. Duties and responsibilities may change at any time, with or without notice.
The national average salary for this role is $160,000 to $185,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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