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Strategic Account Executive (Central)
Solo.io, Inc.
Remote, United States
The company may use AI tools to help sort applicants based on job related criteria. However, the hiring team decides who moves forward and no employment decisions are made by AI.
Added 1 min ago
Regional Event Marketing Manager
LeafGuard
Portland (Lake Oswego), OR
Manage tools, resources, reporting, and materials for event coordination.
Added 2 mins ago
PM Front End Manager-Philadelphia, PA
Albertsons Companies
PHILADELPHIA, PA · Philadelphia, PA
Scheduling tools and basic computer applications
Added 2 mins ago
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Director, Planning
BarkleyOKRP
Remote, United States
- $100,000 to $150,000 USD / year
Leads team training on trending media topics, media planning approach, process, and tools.
Added 3 mins ago
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Principal Network Developer
Oracle
Nashville, TN
- $102,300 to $209,500 USD / year
…incident response and root cause analysis, and builds efficient tools for frontline support teams. Drives milestone achievements with project managers, mentors junior engineers, leads…
Added 3 mins ago
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Lead Principal Platform Software Engineer
Oracle
Seattle, WA · Santa Clara, CA
- $113,600 to $306,400 USD / year
Raise engineering quality through reusable systems, tools, standards, and operational practices.
Added 4 mins ago
Associate Digital Product Manager
Highmark Health
Montpelier, VT
Serve as accountable owner for the digital products/tools as assigned.
Added 4 mins ago
Director Environmental, Health and Safety
GAF
Montpelier, VT
Direct the development, implementation, and governance of integrated EHS management systems and tools, leveraging advanced data analytics and digital platforms to monitor performance,…
Added 4 mins ago
Lead Specialist, Performance Marketing
Pearson
Montpelier, VT
Utilize AI-enabled tools and platform capabilities to improve campaign efficiency and workflow effectiveness.
Added 4 mins ago
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Senior Core Infrastructure Engineer - Nashville, TN
Oracle
Montpelier, VT
- $79,200 to $209,500 USD / year
…tests; leverages data plane platforms and distributed state tools for high-volume retrieval, storage, and processing; and reviews peers’ implementations for scalability compliance. Builds…
Added 4 mins ago
Product Designer, Instagram
Meta
Montpelier, VT
Demonstrated ability to integrate AI tools to optimize/redesign workflows and drive measurable impact (e.g., efficiency gains, quality improvements)
Added 4 mins ago
Intern - Marketing Operations
Acxiom
Montpelier, VT
…Marketing Operations. You will gain valuable exposure to the tools, processes, and strategies that drive successful digital marketing programs while developing skills that will support your…
Added 4 mins ago
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Behavioral Scientist, Senior
Cayuse Holdings
Montpelier, VT
- $160,000 to $175,000 USD / year
Stay at the forefront of industry trends in data engineering, big data tools, and analytics methodologies to continually improve processes and solutions.
Added 4 mins ago
Threat Hunter, FedCloud (Remote)
CrowdStrike
Montpelier, VT
Programming/scripting knowledge, particularly Python or Go Understanding of administrative tools and living-off-the-land techniques
Added 4 mins ago
Distinguished Engineer, AI Security Systems (Remote)
CrowdStrike
Montpelier, VT
Architect the Lab’s AI security systems end to end, including models, agents, security telemetry, tools, execution environments, on-sensor inference, and cloud-scale reasoning.
Added 4 mins ago
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Oracle Health Federal Test Consultant
Oracle
Montpelier, VT
- $25.48 to $63.65 USD / hour
Proficiency in Application Lifecycle Management, JIRA, or other test management/defect tracking tools#LI-MBOH
Added 4 mins ago
Marketing Manager
Wolters Kluwer
Montpelier, VT
Experience working within project management, CRM and analytics tools (Smartsheets, Salesforce, Conductor, Domo, Adobe and Google Analytics).
Added 4 mins ago
UO
Registered Nurse - Medical/Surgical Float
University of Vermont Health
Burlington, VT
- $41.39 to $69.14 USD / hour
…team provides training and support to ensure that you have the tools and knowledge that you need to thrive in this one-of-a-kind unit. A can-do attitude, flexibility, a love of change,…
Added 4 mins ago
Senior AWS Cloud Engineer
Serco
Montpelier, VT
Promote the adoption of standardized platform patterns and Terraform Enterprise while identifying opportunities to enhance developer experience and reduce operational friction
Added 4 mins ago
Operations Project Manager
Copeland
Montpelier, VT
Added 4 mins ago
Summer 2027 Healthcare Analytics Data Science Graduate Intern
Highmark Health
Montpelier, VT
…relationships, developing forecasting solutions, or creating interactive tools that enable stakeholders to explore and interpret analytical…
Added 4 mins ago
Senior Learning Design Professional
Humana
Montpelier, VT
…leader/facilitator guides, learning activities, evaluation tools, etc.) and collaborate with others to ensure effective delivery and engaging learning…
Added 4 mins ago
Platform Engineer - Remote
SitusAMC
Montpelier, VT
Design and develop scalable stateful and stateless AWS applications using modern tools, cloud architecture, and software design patterns.
Added 4 mins ago
UO
Sr. BI Developer
University of Vermont Health
South Burlington, VT
- $43.71 to $65.57 USD / hour
The Sr. Business Intelligence Developer is responsible for the design, development, and ongoing maintenance of enterprise Power BI dashboards and reports at UVM Health. This role sets and…
Added 4 mins ago
Manager Database Administrator - Remote US
SitusAMC
Montpelier, VT
Manage vendor relationships and evaluate new database technologies and tools.

Marsh

Client Executive

San Diego, CA, United States

The applicable base salary range for this role is $92,400 to $172,100.

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Job details

Pay: The applicable base salary range for this role is $92,400 to $172,100.
Experience: · A minimum of 7 years experience servicing corporate retirement plans.
Posting language: English
Posted: Nov 6, 2026

Original job description

Summary Responsible for retention of existing business and the development of business within assigned accounts. Client Service Executive associates acts as a leader for the Retirement Services team.

Essential Duties & Responsibilities ·Oversee ongoing client service activities.

Meet with the clients throughout the year to ensure a high level of service and that client expectations are being met.
Responsible for meeting business retention goals.
Participate in development of new business with existing clients by providing employee education and increasing contributions. Develop strong business relationships and client trust.
Ensure client compliance with annual plan testing and form 5500 filing procedures as applicable. -Advise Client Service Team, if needed, in resolving routine client concerns. Investigate any reoccurring and non-routine client and carrier concerns and bring to a successful resolution.
Facilitate and deliver employee education sessions for Open Enrollment as well as ongoing employee engagement throughout the year.
Troubleshoot client requests for service related issues.
Assist with client related M&A activity.

Manage the marketing of existing plans. -Coordinate coverage placement through instructions provided to Client Service Team. -Provide direction to Client Service Team in the preparation of employee communication materials. -Advise, inform and involve Client Sales Executive as required in marketing process. -Prepare and present renewal outcomes to the client in a timely manner. -Recommend improvements based on changing employee benefit legislation, suggest strategies to address client concerns, and provide resolutions if discrepancies, errors or inconsistencies are contained within the information.

Manage the transition timeline for converting to a new provider.
Conduct employee meetings to communicate benefit options as needed.
Responsible for reviewing contracts, plan documents, Summary Plan Descriptions and other legal documents for accuracy and ensuring all material is sent to client in a timely manner. Act as a leader for Client Service Team members.
Create an environment oriented to trust, open communication, and cohesive team effort.
Facilitate problem solving and collaboration when faced with client difficulties.
Focus the team on client requirements, familiarizing them with client specifications, work procedures and processes, quality standards, techniques and tools to support performance.
Provide necessary business information to enhance the team’s professional development.
Ensure deliverables satisfy client requirements, cost and schedule.
Work closely with Director of Employee Health & Benefits Division, Benefits Service Manager and Director of Operations to obtain necessary resources to support the team’s requirements, discuss project impediments, and to escalate issues which cannot be resolved by the team. Review quarterly production and activity reports.

Ensure good file maintenance with documentation of account issues and maintenance of the Agency Management System. Establish and consistently maintain effective and positive working relationships with Associates and clients.

Education and/or Experience · A minimum of 7 years experience servicing corporate retirement plans. · Bachelor degree strongly preferred plus at least 1 recognized financial/benefits industry designation · FINRA Series 65/66 preferred or willingness to obtain. · AIF designation or willingness to achieve within 6 months of date of hire. · Professional history must show increasing levels responsibility directly related to the performance of the above duties. · Familiarity with the Employee Health & Benefits marketplace to include unique business industry needs, educational and professional development associations, carriers, and other broker agencies. · Basic financial analysis technical knowledge and understanding of various investment and group retirement plans federal and state legislation. · Ability to make independent decisions and use good judgment in addressing and servicing client needs. · Strong communication skills with the ability to provide non-technical explanations to technical matters, and summarize and present information in a clear, concise and accurate written and verbal format. · Maintain a valid unrestricted Life and Disability License in California and meet the continuing education requirements. · Maintain a valid California driver's license and dependable transportation. · Must have knowledge of general office personal computing with the ability and willingness to learn and use all computer programs as required to include MS Windows 7, Office 2010, and various financial industry software.

Work Environment & Physical Demands · Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones. Work is performed in a typical interior/office work environment. · Travel to client sites is required. Usually travel is within driving distance, but may occasionally consist of 2 – 5 night stay out of town · Extended work hours (10 – 12 hrs/day) required on occasion to attend and participate in networking and industry functions that begin before the workday, and may extend into the evening.

The applicable base salary range for this role is $92,400 to $172,100. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

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Skills

Regulatory compliance
Troubleshoot
Communication skills
Sales
Problem solving
Collaboration
Satisfy customers
Documentation
Financial analysis
Microsoft Windows
Microsoft Office
Office equipment

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