About the Role

Verkada is excited to announce our Account Executive Development Program, “Verkademy”! As an Associate Account Executive, you’ll be a part of the fastest growing company in Silicon Valley/SF with a short promotion path into a closing role! Ideal candidates should be passionate, high energy and a self-starter with the ability to adapt in a fast-paced sales organization.

About Verkademy

What You'll Do

Retail Store Associate - Full Time

Type of Work: Full-Time 
Shift Availability: Open availability including weekdays, evenings, weekends, and holidays is required.
Hourly Pay Rate: $15.00/hr
Location: 3811 Tyrone Blvd N, St. Petersburg, FL 33709

About the Role:

As a Retail Sales Associate at Curaleaf, you’ll be the face of our brand and the go-to expert for our customers, helping them explore our cannabis products and delivering top-tier service with every interaction.

You’ll play a key role in creating a welcoming, informative, inclusive, and engaging experience, helping guests explore our products and find the right fit for their needs. Whether you’re recommending new items, handling purchases at the register, or chatting with a first-time shopper, you’ll be building trust and showcasing what makes Curaleaf special. If you’re passionate about cannabis, love working with people, and enjoy a fast-paced retail environment, this is the place for you.

What You’ll Do:

• Customer Experience & Teamwork

  • Greet and assist all guests in a warm, professional manner to ensure an exceptional customer experience.

  • Build strong and genuine connections with customers, ask thoughtful questions, and offer personalized product advice.

  • Address concerns with professionalism and resolve issues to ensure customer satisfaction.

  • Encourage loyalty by signing guests up for rewards programs.

  • Work closely with your team to ensure a respectful, inclusive, and upbeat atmosphere.

• Operations & Store Standards

  • Help open and close the store, handle cash, and follow all procedures and regulations.

  • Check IDs, update customer profiles, and process transactions accurately.

  • Keep the store clean, organized, and fully stocked, from the sales floor to the backroom.

  • Support inventory tasks like restocking, fulfilling online orders, and counting products.

• Sales & Performance

  • Consistently meet (and beat!) daily sales goals by upselling, building trust, and using your product knowledge.

  • Highlight deals and complementary items at checkout to boost customer satisfaction.

  • Stay on top of promotions and product updates to give customers a seamless experience.

  • Stay agile and adaptable in a fast-paced, ever-changing retail environment.

  • Take on extra duties as needed to support the team and store success.

What You’ll Bring:

• A high school diploma or GED.

• At least 6 months of experience in a customer-facing or sales role, with a strong focus on service and satisfaction.

• A minimum of 6 months of experience using point-of-sale (POS) systems and handling cash transactions accurately.

• The ability to thrive both independently and as part of a team in a fast-paced, compliance-driven environment.

• Flexibility to work various shifts, including evenings, weekends, holidays, and occasional overnights.

• Excellent communication skills, with the ability to connect with customers and team members alike.

• Strong multitasking abilities and the agility to shift priorities as needed.

• Comfort with technology and a willingness to learn new tools to support daily operations and customer engagement.

• Solid time management and organizational skills to stay on top of tasks and responsibilities.

• Effective de-escalation techniques and a calm, solution-oriented approach to handling customer concerns.

• Basic proficiency in math and computer applications to support transactions and reporting.

• A positive, proactive mindset when resolving customer issues, always aiming for a great guest experience.

• Strong conflict resolution skills and the ability to remain composed under pressure.

• Initiative and a team-first attitude, with a readiness to support store leadership and contribute to overall success.

• A natural ability to build rapport and maintain lasting customer relationships.

• A collaborative spirit and a commitment to working well within a team environment.

Even Better If You Have:

• A background in a sales role with a focus on tracking KPIs and meeting sales targets.

• Familiarity with e-commerce systems and order fulfillment processes.

• Previous experience within a regulated retail setting.

Physical Requirements:

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.

While performing the duties of this Job, the employee is regularly required to stand for extended periods of time, walk, talk or hear, stoop, kneel, crouch or crawl, use hands and fingers to feel, reach with hands and arms, and lift up to 25 pounds. The employee is occasionally required to climb, balance, and lift up to 50 pounds.  This position requires close vision (clear vision at 20 inches or less).

Work Environment:

This position has allergen warnings including potential exposure to dust, pollen, and plant pathogens, and requires the ability to work in confined spaces, have a high stress tolerance, adaptability, and be flexible to work in an ever-changing environment.

ESSENTIAL JOB RESPONSIBILITIES: include but are not limited to:
•    Supports and demonstrates IMA’s core values.
•    Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
•    Test, diagnose and resolve end user desktop/hardware, operating system, and application problems. This includes identifying and resolving desktop application interdependencies and/or conflicts.
•    Setup and maintain user accounts, maintaining computer and hardware inventory, providing meeting room A/V support.
•    Act as the single point of contact for end customer issue resolution throughout the lifecycle of an incident. Escalate an incident to IT subject matter experts and track resolution to required service level.
•    Configure and deploy end user hardware, including laptops, desktops, telephones, and mobile devices.
•    Support the use and functionality of Microsoft Office 365 applications.
•    Manage end user support requests as assigned in the Help Desk ticketing system.
•    Serve as an escalation point for the IT Helpdesk.
•    Assist with support readiness on Technology projects.
•    Acquire and develop Subject Matter Expertise in Microsoft Office, workstations, audio/visual technologies, printing and other technologies, as directed by IT Leadership

REQUIRED EXPERIENCE AND SKILLS: include but are not limited to:

• 2–3 years of hands-on experience operating within an ITIL-aligned IT service management
• Excellent oral, presentation, analytical and written communication skills
• Exceptional focus on customer service
• Ability to work as a member of a highly collaborative
• Some travel is required 
• Associate degree preferred
• 4-5 years’ equivalent work experience in computer technology-related fields, required
• CompTIA A+ Certification or demonstrated equivalent work experience or certification required.
• CompTIA Network+ Certification or demonstrated equivalent work experience or certification preferred.
• 4-5 years’ current Microsoft desktop operating system, mail client and applications experience, required.
• 4-5 years’ experience and demonstrated success in a service desk, or help desk, environment, required.
• 4-5 years’ user account creation and administration experience required.
• 4-5 years’ experience working in service desk roles, required

Retail Sales Associate - Part Time

Shift Availability: 10 - 25 hours - availability on weekends strongly preferred
Hourly Pay Rate: $15.00/hr.
Location: 3811 Tyrone Blvd N, St. Petersburg, FL 33709

About the Role:

As a Retail Sales Associate at Curaleaf, you’ll be the face of our brand and the go-to expert for our customers, helping them explore our cannabis products and delivering top-tier service with every interaction.

You’ll play a key role in creating a welcoming, informative, inclusive, and engaging experience, helping guests explore our products and find the right fit for their needs. Whether you’re recommending new items, handling purchases at the register, or chatting with a first-time shopper, you’ll be building trust and showcasing what makes Curaleaf special. If you’re passionate about cannabis, love working with people, and enjoy a fast-paced retail environment, this is the place for you.

What You’ll Do:

• Customer Experience & Teamwork

  • Greet and assist all guests in a warm, professional manner to ensure an exceptional customer experience.

  • Build strong and genuine connections with customers, ask thoughtful questions, and offer personalized product advice.

  • Address concerns with professionalism and resolve issues to ensure customer satisfaction.

  • Encourage loyalty by signing guests up for rewards programs.

  • Work closely with your team to ensure a respectful, inclusive, and upbeat atmosphere.

• Operations & Store Standards

  • Help open and close the store, handle cash, and follow all procedures and regulations.

  • Check IDs, update customer profiles, and process transactions accurately.

  • Keep the store clean, organized, and fully stocked, from the sales floor to the backroom.

  • Support inventory tasks like restocking, fulfilling online orders, and counting products.

• Sales & Performance

  • Consistently meet (and beat!) daily sales goals by upselling, building trust, and using your product knowledge.

  • Highlight deals and complementary items at checkout to boost customer satisfaction.

  • Stay on top of promotions and product updates to give customers a seamless experience.

  • Stay agile and adaptable in a fast-paced, ever-changing retail environment.

  • Take on extra duties as needed to support the team and store success.

What You’ll Bring:

• A high school diploma or GED.

• At least 6 months of experience in a customer-facing or sales role, with a strong focus on service and satisfaction.

• A minimum of 6 months of experience using point-of-sale (POS) systems and handling cash transactions accurately.

• The ability to thrive both independently and as part of a team in a fast-paced, compliance-driven environment.

• Flexibility to work various shifts, including evenings, weekends, holidays, and occasional overnights.

• Excellent communication skills, with the ability to connect with customers and team members alike.

• Strong multitasking abilities and the agility to shift priorities as needed.

• Comfort with technology and a willingness to learn new tools to support daily operations and customer engagement.

• Solid time management and organizational skills to stay on top of tasks and responsibilities.

• Effective de-escalation techniques and a calm, solution-oriented approach to handling customer concerns.

• Basic proficiency in math and computer applications to support transactions and reporting.

• A positive, proactive mindset when resolving customer issues, always aiming for a great guest experience.

• Strong conflict resolution skills and the ability to remain composed under pressure.

• Initiative and a team-first attitude, with a readiness to support store leadership and contribute to overall success.

• A natural ability to build rapport and maintain lasting customer relationships.

• A collaborative spirit and a commitment to working well within a team environment.

Even Better If You Have:

• A background in a sales role with a focus on tracking KPIs and meeting sales targets.

• Familiarity with e-commerce systems and order fulfillment processes.

• Previous experience within a regulated retail setting.

Physical Requirements:

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.

While performing the duties of this Job, the employee is regularly required to stand for extended periods of time, walk, talk or hear, stoop, kneel, crouch or crawl, use hands and fingers to feel, reach with hands and arms, and lift up to 25 pounds. The employee is occasionally required to climb, balance, and lift up to 50 pounds.  This position requires close vision (clear vision at 20 inches or less).

Work Environment:

This position has allergen warnings including potential exposure to dust, pollen, and plant pathogens, and requires the ability to work in confined spaces, have a high stress tolerance, adaptability, and be flexible to work in an ever-changing environment.

Retail Sales Associate - Part Time

Shift Availability: 20 - 30 hours - availability on weekends strongly preferred
Hourly Pay Rate: $15.00/hr.
Location: 5935 4th St N, St. Petersburg, FL 33703

About the Role:

As a Retail Sales Associate at Curaleaf, you’ll be the face of our brand and the go-to expert for our customers, helping them explore our cannabis products and delivering top-tier service with every interaction.

You’ll play a key role in creating a welcoming, informative, inclusive, and engaging experience, helping guests explore our products and find the right fit for their needs. Whether you’re recommending new items, handling purchases at the register, or chatting with a first-time shopper, you’ll be building trust and showcasing what makes Curaleaf special. If you’re passionate about cannabis, love working with people, and enjoy a fast-paced retail environment, this is the place for you.

What You’ll Do:

• Customer Experience & Teamwork

  • Greet and assist all guests in a warm, professional manner to ensure an exceptional customer experience.

  • Build strong and genuine connections with customers, ask thoughtful questions, and offer personalized product advice.

  • Address concerns with professionalism and resolve issues to ensure customer satisfaction.

  • Encourage loyalty by signing guests up for rewards programs.

  • Work closely with your team to ensure a respectful, inclusive, and upbeat atmosphere.

• Operations & Store Standards

  • Help open and close the store, handle cash, and follow all procedures and regulations.

  • Check IDs, update customer profiles, and process transactions accurately.

  • Keep the store clean, organized, and fully stocked, from the sales floor to the backroom.

  • Support inventory tasks like restocking, fulfilling online orders, and counting products.

• Sales & Performance

  • Consistently meet (and beat!) daily sales goals by upselling, building trust, and using your product knowledge.

  • Highlight deals and complementary items at checkout to boost customer satisfaction.

  • Stay on top of promotions and product updates to give customers a seamless experience.

  • Stay agile and adaptable in a fast-paced, ever-changing retail environment.

  • Take on extra duties as needed to support the team and store success.

What You’ll Bring:

• A high school diploma or GED.

• At least 6 months of experience in a customer-facing or sales role, with a strong focus on service and satisfaction.

• A minimum of 6 months of experience using point-of-sale (POS) systems and handling cash transactions accurately.

• The ability to thrive both independently and as part of a team in a fast-paced, compliance-driven environment.

• Flexibility to work various shifts, including evenings, weekends, holidays, and occasional overnights.

• Excellent communication skills, with the ability to connect with customers and team members alike.

• Strong multitasking abilities and the agility to shift priorities as needed.

• Comfort with technology and a willingness to learn new tools to support daily operations and customer engagement.

• Solid time management and organizational skills to stay on top of tasks and responsibilities.

• Effective de-escalation techniques and a calm, solution-oriented approach to handling customer concerns.

• Basic proficiency in math and computer applications to support transactions and reporting.

• A positive, proactive mindset when resolving customer issues, always aiming for a great guest experience.

• Strong conflict resolution skills and the ability to remain composed under pressure.

• Initiative and a team-first attitude, with a readiness to support store leadership and contribute to overall success.

• A natural ability to build rapport and maintain lasting customer relationships.

• A collaborative spirit and a commitment to working well within a team environment.

Even Better If You Have:

• A background in a sales role with a focus on tracking KPIs and meeting sales targets.

• Familiarity with e-commerce systems and order fulfillment processes.

• Previous experience within a regulated retail setting.

Physical Requirements:

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.

While performing the duties of this Job, the employee is regularly required to stand for extended periods of time, walk, talk or hear, stoop, kneel, crouch or crawl, use hands and fingers to feel, reach with hands and arms, and lift up to 25 pounds. The employee is occasionally required to climb, balance, and lift up to 50 pounds.  This position requires close vision (clear vision at 20 inches or less).

Work Environment:

This position has allergen warnings including potential exposure to dust, pollen, and plant pathogens, and requires the ability to work in confined spaces, have a high stress tolerance, adaptability, and be flexible to work in an ever-changing environment.

ABOUT VEG

In 2014, VEG was born with a mission to help people and their pets when they need it most. This meant challenging the status quo and fixing everything that was wrong with the ER experience. Since then, we’ve expanded rapidly, with hospitals nationwide open 24/7, 365 days a year, and created a better emergency experience—not only for people and their pets, but also for everyone who works here—our VEGgies!

At VEG we find a way to say yes to the career you want in veterinary emergency medicine. This means transforming how ER works, from our open-concept hospitals, where you can handle emergency cases of every kind (even exotics!) to our immersive, customer-focused experience, which helps us give people and their pets the care they deserve.

This also means saying yes to creating the greatest experience possible for our VEGgies. Yes to working in an environment where you can find your place and feel valued for the amazing work you do. Yes to having unparalleled opportunities for learning and mentorship so you can grow where you want to go in your career. And yes to making an impact here in ways you never thought possible.

VEG is a 2025 and 2026 certified Great Place to Work®.

THE JOB

As an Emergency Veterinarian, you’re more than just passionate about helping people and their pets; you thrive on it, especially when they need you most. At VEG, we find a way to say yes to supporting you, so you can be the best, most confident ER professional possible and grow your career in unexpected directions. With a culture rooted in mentorship and continuous learning—from on-the-floor guidance to VEG Education programs and unlimited ER-focused CE—you’ll never stop learning. You’ll handle any emergency that comes through the door, from routine cases to complex surgeries, and treat every kind of pet, including exotics! As a leader on the hospital floor, you’ll have the chance to be a superhero for your customers, backed by a team and resources that empower you to take your career further than you ever imagined.

WHAT YOU’LL DO 

• Answer medical questions over the phone 
• See patients right away as part of the VEG Triage and VEG Spikes, our unique, customer-centered way of doing things—like ensuring people see a doctor right away and allowing families to stay with their pets 
• Gather the signalment, presenting complaint, vitals, and physical exam 
• Conduct physical examinations of animals, along with other required investigatory measures such as ultrasounds, X-rays, bloodwork, and biopsies 
• Complete a diagnosis of each pet's condition to create a diagnostic and therapeutic plan
• Communicate diagnosis and treatment options directly with customers
• Prepare estimates and present them to customers
• Create and review medical records to ensure accuracy
• Demonstrate the value of tests and treatments performed by speaking with the customer and addressing their concerns
• Perform minor and major emergency surgeries
• Perform endoscopic procedures
• Educate customers on after care and preventative measures where appropriate 

WHAT YOU NEED

• A DVM or equivalent degree
• Live and breathe emergency medicine, including emergency surgery (the soft tissue kind!) and endoscopy
• Thrive in team-oriented environments (think hospital retreats, team dinners, happy hours, and more)
• Ability to stand for prolonged hours, kneel, and work on the floor as well as ability to lift up to 25 kg on own and able to support up to 40 kg with assistance
• Must be willing to work in a noisy environment with strong or unpleasant odors
• Availability to work nights, weekends, and holidays on a rotating or as needed basis based on hospital needs
• Work well in a fast-paced environment with people from all backgrounds and different personality types

WHO YOU ARE

• Empathetic, instinctively taking a people-centric approach, whether supporting your colleagues or making an effort to understand different perspectives
• Have a sense of humility; acknowledging mistakes, sharing credit with others, and lifting up your team’s’ accomplishments
• Feel a strong sense of ownership over your work, taking responsibility for outcomes and staying committed to achieving long-term, impactful results 
• Curious by nature; you ask insightful questions and continuously seek out opportunities to learn and grow your skills and knowledge

HOW WE INVEST IN YOU

• Competitive compensation, including base and 401K match
• Comprehensive health and wellness benefits that start on day one, including QPR training and access to free therapy or counseling
• Based on your role, you may be eligible for equity after one year of full time, active employment with VEG, so you can share in our growth and success
• A BIG focus on learning and growth, from VEG-created clinical and leadership programs to unlimited ER CE + travel stipend (no really!). Full-time credentialed VEGgies receive a $2,500/year travel stipend. Full-time uncredentialed VEGgies receive a $1,000/year travel stipend.
• Clinical student loan repayment so you don’t need to worry about your student debt
• Paid parental leave, up to 10 weeks at 100% of regular salary and inclusive fertility and family-building care for all types of families
• Flexible work schedules to support your life outside of work
• Generous employee referral program, so our awesome people can bring in more awesome people
• And the little (big) things, like comfy scrubs, cool VEG swag, and food in the fridge for when you’re hungry

DEI

At VEG, diversity is not just a word—it's a strength that fuels innovation and kindness. Our mission is “Helping people and their pets when they need it most.” And we do that better when our VEGgies (employees) feel valued, respected, and empowered to bring their authentic selves to work. That's why we're devoted to creating an environment that reflects the diverse communities we serve—where different perspectives are not only welcomed but celebrated.

We are focused on providing equitable opportunities for growth, promoting inclusive decision-making, and ensuring that everyone's perspective is considered. Saying yes to VEG means helping us build a culture where your unique experiences and background contribute to a shared vision: being the world’s veterinary emergency company.

Unleash Your Potential with Velocity Electronics — We are seeking a Strategic Account Manager (SAM) in in St. Petersburg, Florida to work with a portfolio of key customer accounts to facilitate sustainable, long-term business.

This role will focus on cultivating and maintaining strong, strategic customer relationships while managing and selling to a portfolio of key accounts. The Strategic Account Manager will also support the implementation of global sales and purchasing strategies, ensuring alignment between customer needs and business objectives. If you’re driven to build trusted customer partnerships that create value and drive sustainable growth —we want to meet you.

What can you expect to do?

• Customer Insight & Relationship Management: Develop and maintain a deep understanding of the structure, culture, and needs of key customers.
• Continuous Learning & Development: Manage and facilitate own individual training, including sales, sourcing, and throughput.
• ERP Accuracy & Data Integrity: Ensure customer requirements are accurately.
• Sales Performance & Profit Growth: Consistently deliver on monthly and quarterly gross profit sales goals.
• Brand Representation & Value Communication: Represent and communicate the company's culture, values, and value proposition.
• Customer Responsiveness & Problem Solving: Provide immediate and reliable solutions to customer needs.
• Sales Documentation & CRM Discipline: Complete detailed records of all sales data regarding contracts, quotations, and other customer interactions and annotate all customer touches in ERP systems.
• Reporting & Performance Analysis: Create and present periodic reports detailing customer interactions and sales/gross profit totals.

What is the experience and knowledge needed to be successful in this role?

• 4-year college degree in a sales related field.
• 2+ years of sales experience in the electronics components industry.
• Demonstrated expertise in sourcing, account management, CRM.
• Substantial product knowledge.

This is an onsite position based in St. Petersburg, FL, placing you at the center of where global collaboration meets operational excellence.

Why Join Us:

At Velocity Electronics, our core values—Be Amazing Today, Demonstrate Mutual Respect and Trust, Act Courageously, and Own Your Outcomes—drive our success. Are you someone who thrives in a fast-paced environment and is driven to exceed goals? At Velocity, you’ll be empowered to take ownership of your success, build meaningful relationships, and drive growth through innovative solutions.  

Join a top independent electronic components distributor serving the world’s leading contract manufacturers and OEMs!  

About Rewards Network

For 41 years, Rewards Network has been helping restaurants grow revenue, increase traffic, and boost customer engagement through innovative financial, marketing services, and premier dining rewards programs. By offering unique card-linked offers, we introduce diners to fantastic restaurant experiences, leveraging advanced technology and data analytics to deliver value to restaurants, diners, and our strategic partners' loyalty programs.

Our Culture 

At Rewards Network, you'll be part of a driven and diverse team that excels in collaboration, issue resolution, and taking ownership of both personal growth and the company's success. We take pride in partnering with the world's most powerful loyalty programs to drive full-price paying customers to local restaurants through marketing services and flexible funding options. Our engaging and rewarding environment is designed to help you gain your full potential.

Job Overview

As an outside Account Executive, you will drive the company’s growth while building your career and earning lasting rewards. We need your sales expertise and drive to help us grow local restaurants in your territory.

Join our Team.

This is a field sales opportunity within the St. Petersburg, FL territory. Candidates MUST live locally to this area.

Responsibilities

• Prospect and acquire new customers through cold calling, door-to-door sales (25+ daily), and additional outreach to meet and exceed sales quotas. 
• Develop and grow a robust pipeline, scheduling in-person meetings with decision-makers and advancing sales through the process. 
• Build lasting relationships with new leads and existing customers, ensuring high engagement and awareness of new product offerings. 
• Meet and exceed weekly and monthly sales goals, including cold calls, in-person meetings, presentations, and closing deals. 
• Collaborate with internal teams, such as account managers and revenue operations, to ensure both individual and company-wide goals are met. 
• Maintain comprehensive sales records and follow-up activity in our CRM system (Salesforce). 

Qualifications

• 4+ years of proven success in outside sales, preferably with experience with high volume sales in financial services, marketing, restaurant or related industry. 
• Prospector mentality with a persistent, self-motivated approach to new business development in a field sales environment. 
• Strong financial acumen, with the aptitude to confidently discuss fees, acceptance, and financials with customers. 
• Excellent communication, both verbal and written, with the aptitude to present to prospective customers and influence meetings. 
• Experience using CRM systems, ideally Salesforce, and familiarity with MS Office/Outlook. 
• High school diploma or equivalent.  

What you’ll love about us

• Competitive base salary and uncapped monthly commissions
• Auto allowance and eligibility for additional prizes, including our annual President’s Club trip. 
• Sales Academy: In-depth training to help you build confidence and a thorough understanding of our products.

Comprehensive benefits including: 

• Generous dining reimbursement when you dine with our restaurant customers.  
• Promotion opportunities based on defined metrics and career path to Management. 
• Competitive Time Off Benefits: including flexible PTO, 11 company holidays, and parental leave.
• 401(k) plan with a company match
• Two medical plan options- Standard PPO or High Deductible Health Plan (HSA with company match for HDHP participants)
• Partnership with Rx n Go, offering certain prescriptions for free.
• Two dental plan options and a vision plan
• Flexible Spending Accounts and a pre-tax commuter benefit program
• Accident, Critical Illness, and Hospital Indemnity Insurance Plans
• Short Term and Long-Term disability  
• Company-paid life insurance and AD&D insurance, supplemental employee, spouse, and child life insurance
• Employee Life Assistance Program 

 Rewards Network is an Equal Opportunity Employer (EOE). We encourage and strongly support workplace diversity. 

POSITION SUMMARY:

The Employee Benefits Client Service Manager is responsible for delivering high quality and efficient service to both internal and external clients through day-to day account management of an assigned group of accounts. The Client Service Manager contributes to key business outcomes such as client retention, client satisfaction, enhancing W3’s value to our clients and prospects and fostering a culture of performance and continuous improvement. Builds and solidifies relationships with existing clients by providing exceptional ongoing service. In partnership with the Production Team, takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality & timely manner:

JOB DUTIES:

• Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.
• Accept direction and coaching from team lead and manager, in compliance with the Agency's policies and procedures.
• Proactively demonstrate our high level of commitment to superior customer service, including claims resolution, to group clients and their employees by telephone (preferably) and E-mail on all group insurance products sold by W3.
• Provide ongoing support to clients in person including on-site visits to clients, as needed.
• Initiate pre-renewal meetings to determine client's needs for renewal within the specified department timeline. Coordinate with assigned producer.
• Partner with producer to assist and coordinate new client presentations and renewals.
• Work with marketing specialist to prepare groups’ request for proposal (RFP).
• Follow up on RFP with marketing specialist and/or carriers to make sure that proposals are received on timely basis.
• Analyze numerous carrier proposals, select benefits and rates from each carrier proposal, ensuring regulatory compliance. Choose appropriate options for client presentation.
• Review for accuracy the final renewal marketing presentation spreadsheets comparing carrier proposals, as needed. 
• Coordinate and conduct employee meetings.
• Act as a liaison between client and carrier to complete all necessary renewal or new business paperwork.
• Record transactions and document as required in EPIC.
• Finalize new carrier contracts and policies.
• Maintain and update knowledge on relevant compliance requirements for benefit-related regulations (i.e. ACA, ADA, FMLA, COBRA, FSA, etc.).
• Advise clients and their employees with issues pertaining to benefit-related federal and/or state compliance.
• Independently manage and renew insurance contracts for small house non-VIP tier accounts, as assigned.
• Learn and become proficient with benefits administration software supporting W3 clients.
• Assist with the implementation of employee benefits administration software for W3 clients.
• Build and maintain a positive, trusted relationship with each member of our clients’ HR team.
• Responsible for completing a network provider search and comparing carrier networks for our clients.
• Actively pursue referral opportunities to other departments.
• Maintain electronic (EPIC) and/or paper files in an orderly, up-to-date manner.
• Monitor personal continuing education requirements to ensure compliance with licensing requirements. Attend company sponsored and online classes as necessary.
• Be familiar with and follow Agency guidelines, policies and procedures.

This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.

REQUIRED QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Florida 2-15 Life & Health License Required
• Bachelor’s degree, and 3 to 5 years relevant agency experience or equivalent combination of education and experience
• Knowledge of Applied "EPIC" Agency Management System, preferred
• Proficient with Microsoft Office Suite
• Excellent communication skills

COMPETENCIES:

Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.

Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.

Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.

Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.

Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.

Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.

Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.

Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.

Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.

Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.

Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance Monitors own work to ensure quality.

Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.

Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.

Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.

Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals.; Completes tasks on time or notifies appropriate person with an alternate plan.

Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.

#LI-RH1

We are W3, an independent insurance agency founded in 1925. We have a rich history of providing quality service and unwavering commitment to our clients and community. Our agency represents an extensive list of "A rated" insurance companies to provide the best coverage, at the most affordable rates available.  We have insurance products to fit the specific needs of both businesses and individual, offering commercial, homeowners, auto, boat and life insurance.

POSITION SUMMARY:

The successful candidate will be responsible for supporting the advisors in the client service aspect of managing a personal lines book of business as assigned, and consistently provide excellent customer service and leadership to accounts, as well as represent client needs and goals within the organization to ensure quality by performing the following duties:

JOB DUTIES:

• Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.
• Accept coaching from supervisors and managers, in compliance with the Agency's policies and procedures.
• Take and process premium payments from clients.
• Rate policies and be familiar with carrier underwriting guidelines (marketing, quoting, binding of personal insurance products).
• Check new and renewal policies for accuracy in rating, typing, coverage, signatures.  Ensure that these items are delivered and/or mailed to client.
• Receive phone calls from clients and companies regarding insurance, claims, or administrative problems, and comply with the request.
• Analyze policy transactions and correct company records to adjust errors.
• Interpret policy provisions to determine methods of effecting desired changes, type of insurance, or change in method of payment.
• Input customer applications into the agency management system from the carrier rating applications.
• Assist Personal Insurance Advisors with all customer service responsibilities.
• Update computer for cancellations, reinstatements. Send out form letter to clients as applicable.
• Provide superior customer service to clients. 
• Report issues and follow up for resolutions with carriers and clients.
• Assist in completion of Underwriting audits as required.
• Assist in data entry, projects, creating client portfolios as similar tasks.
• Handle routine correspondence between carriers, agency and insured.
• Maintain a working knowledge of the insurance marketplace, including specific coverage and industry targets.
• Maintain electronic files in an orderly, up-to-date manner and with our current status guidelines.
• Monitor personal continuing education requirements to ensure compliance with licensing requirements. Attend classes as necessary.
• Provide backup support to the CSR team and Advisors.
• Become familiar with and follow Agency guidelines, policies and procedures. 

This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.

REQUIRED EDUCATION & QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Florida 4-40 or 2-20 License Required
• High School Diploma/GED Required
• 3 or more years experience in personal lines insurance
• Solid understanding of all lines of Florida Personal insurance
• Ability to build rapport with each customer through active listening
• Experience dealing the multiple insurance carriers
• Knowledge of Applied "EPIC" Agency Management System beneficial
• Proficient with Microsoft Word and Excel

COMPETENCIES:

Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.

Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.

Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.

Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.

Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.

Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.

Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.

Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.

Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.

Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.

Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance Monitors own work to ensure quality.

Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.

Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.

Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.

Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals.; Completes tasks on time or notifies appropriate person with an alternate plan.

Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.

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 sit; use hands, speak and hear. The employee is frequently required to stand and walk. The employee is occasionally required to reach with hands and arms. The employee must frequently lift and/or move up to 15 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

WORK ENVIRONMENT: This job operates in a professional office environment. The overall noise level in the work environment ranges from low to moderate.

POSITION SUMMARY:

Shared Services is a program that focuses on preparing associates for a servicing career in the insurance industry. The associate is hired for the role that they will eventually assume upon graduation after completing the following:

• Obtaining the appropriate insurance license within 60 days of hire
• Training within Shared Services and the designated department
• Demonstrating mastery of task and industry knowledge throughout the program
• A capstone project that showcases their knowledge gained throughout their time in the department and the program itself

The end goal of SST is to promote associates into a servicing position where they will be prepared and successful – and already have a head start on their continued growth within the industry. The successful graduates will be responsible for supporting their advisors/producers in a client service role by managing a book of business as assigned, consistently providing excellent customer service techniques, and demonstrating soft skills taught during the duration of the program.

JOB DUTIES:

• Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations;
• Become familiar with Agency guidelines, policies and procedures;
• Accept coaching from supervisors and managers, in compliance with the Agency’s policies and procedures;
• Create and maintain commercial and personal lines client accounts through EPIC (client/account management system);
• Implement policy change requests and endorsements;
• Order Loss Runs;
• Assist with creating and preparing insurance proposals;
• Learn the elements of a Certificate of Insurance (COI) and prepare COIs for distribution in all different types of coverage on personal and commercial accounts. Communicate with entities requesting COIs;
• Import client employee information (Employee Benefits);
• Assist with coordination and preparation of seminars and various client events throughout the year;
• Assist with Business Development and Marketing Research;
• Assist with quoting and account rounding projects;
• Maintenance and client setup on risk management and benefits software;
• Participate as a member of CAT (Catastrophic) Team;
• Perform other client service administrative tasks with increasing complexity;
• Attend and participate in various online and in-person seminars to increase knowledge of technical and soft skills;
• Work with our various value-added software we provide to our clients;
• Answer phone calls from clients and companies, and route them to the appropriate contact;
• Participate in various auditing projects for quality assurance purposes;
• Printing various proposals, open enrollment booklets, and other items for clients;
• Data entry projects within our client management system, EPIC;

And much more! This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned.

REQUIRED QUALIFICATIONS:

• Florida 4-40, 2-15, or 2-20 License within 60 days of hire.
• High School degree; bachelor's degree preferred, but not required.
• Strong desire to learn and grow as an insurance professional.
• Minimum of 6 months of prior employment.
• Ability to maintain strict confidentiality.
• Proficient with Microsoft Word, and Outlook.
• Intermediate knowledge of Excel required.

COMPETENCIES:

• Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Respond to requests for service and assistance; Meets commitments.
• Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
• Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
• Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
• Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.
• Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
• Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.
• Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
• Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.
• Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.
• Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
• Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance Monitors own work to ensure quality.
• Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
• Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
• Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
• Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals.; Completes tasks on time or notifies appropriate person with an alternate plan.
• Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.

WORK ENVIRONMENT: This job operates in a professional office environment. The overall noise level in the work environment ranges from low to moderate.

#LI-RH1

POSITION SUMMARY:

This position's primary duty is personal lines sales.  The ideal candidate will be motivated and extremely customer service oriented and will represent the agency with the highest ethical standards.  The candidate must be an exceedingly effective communicator and a team player. This is a fast paced environment and requires the ability to multi-task and prioritize on a daily basis. The individual should have a positive attitude and be a quick learner. He/she must desire compensation consistent with contribution and be able to work independently in this position.

JOB DUTIES:

• Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.

• Accept direction and coaching from supervisors and managers, in compliance with the Agency's policies and procedures.
• Establish new client relationships through prospecting, networking events, realtors, mortgage brokers, social media, friends and family to grow sales and increase earnings.
• Build relationships with Spheres of Influence and clients to build trust and earn name specific referrals for new business opportunities.
• Develop leads to quote and sell personal insurance policies face to face and over the phone: Auto, Life, Home, Renters, Condo, Umbrella, and additional personal lines.
• Help protect new and existing customers by offering agency products to meet their insurance needs.

• Round out existing accounts within assigned book of business.
• Contribute to marketing campaigns that target new business sales.
• Survey prospect clients to determine insurance needs, provide quotes and make sales appointments.
• Collect detailed risk and underwriting information including loss history. 
• Maintain insurance expiration log.
• Work with underwriters to negotiate sales on behalf of clients.
• Develop and maintain professional relationships with carrier representatives.
• Prepare coverage comparisons and present and explain proposals to clients.
• Maintain up-to-date account information essential for documentation purposes.
• Check policies for accuracy.
• Process transactions to generate billing invoices and prepare premium finance contracts. 
• Respond to requests from clients and companies regarding insurance, claims, or administrative problems, as applicable.
• Maintain electronic activity system and documentation to follow up on outstanding items.
• Keep informed of industry developments.

This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.

REQUIRED QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Florida 2-20 License Required
• High school diploma or 2 to 3 years related experience and/or training; or equivalent combination of education and experience
• Experience dealing with multiple insurance carriers
• Knowledge of Applied "EPIC" Agency Management System, preferred
• Proficient with Microsoft Outlook, Excel, and Word
• Strong written & oral communication skills
• Organizational & time management skills

COMPETENCIES:

Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.

Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.

Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.

Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.

Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.

Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.

Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.

Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.

Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.

Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.

Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance Monitors own work to ensure quality.

Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.

Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.

Attendance/Punctuality - Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.

Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Completes tasks on time or notifies appropriate person with an alternate plan.

Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.

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 sit; use hands to finger, handle, or feel; talk or hear and taste or smell. The employee is frequently required to stand and walk. The employee is occasionally required to reach with hands and arms. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

WORK ENVIRONMENT: This job operates in a professional office environment. The overall noise level in the work environment ranges from low to moderate.

OTHER QUALIFICATIONS:  Regular travel is required.  

REPORTS TO:  Personal Insurance Manager

POSITION TYPE:  Exempt

OTHER:  The candidate offered this position will be required to submit to a background investigation, which includes a drug screen. W3 does not sponsor individuals for employment-based visas for this position.

GREAT REASONS TO WORK AT WALLACE WELCH & WILLINGHAM:

• Competitive compensation plan;
• Great benefits including medical, dental, vision, life & disability;
• Paid Time Off;
• Paid Holidays;
• 401(k) with employer match;
• Paid Continuing Education;
• A culture that emphasizes respect for every individual;
• Proud to be a EOE/DFWP/SFWP.